Overview

Each user is assigned a user role, which defines the permissions and access of all users with the same user role.

There are two types of permissions:

Read permissions: If a user has read permissions for a certain platform or part of a platform, they can view it. Otherwise, they cannot.
Write permissions: If a user has write permissions for a certain action, they can do it. Otherwise, they cannot.

User roles are defined by User Role records, which have the following tabs:

Tab Name	Description
Global Settings	Defines the Strata application(s) that the user role has access to, as well as the user management-related permissions of the user role.
Digital App Permissions Only available for enterprises that use OneStrata Digital	Defines the OneStrata Digital (OSD) permissions of the user role.

Global Settings

The following table describes the global settings that apply to all Strata applications within an enterprise:

Area	Permission Type	Permission	Description
Enabled Applications Only available for enterprises that use traditional Strata applications	Write	SBMS	Access SBMS from the home page. Use SBMS.
	Write	View	Access View from the home page. Use View.
	Write	Eleven	Access Eleven from the home page or direct URL. Use Eleven.
	Write	sTraffic	Access sTraffic from the home page or direct URL. Use sTraffic.
	Write	RFP	Access RFP from the home page or direct URL. Use RFP.
	Write	Strata Analytics	Access the Explore Strata Analytics page. Create new queries and visualizations Save queries and visualizations as reports and dashboards Edit existing reports and dashboards Send or schedule reports
Allow The User To	Read	View User Management	Access the User Management page View User records Export User records View User Role records
	Write	Create and Modify Users	Create new User records (manually or imported) Edit existing User records
	Write	Create and Modify User Roles	Create new User Role records Edit existing User Role records
	Write	Modify Data Access	Edit the data access of existing User records
	Write	Generate Password	Reset and generate a new password for other User records Note: If they are logged in, users can always reset their own password, whether or not their user role has the View User Management or Generate Password permission.
	Write	Send Password Email	Send an email to users that prompts them to reset their password.
	Write	Create and Modify Strata Analytics Reports	Create new Strata Analytics reports Edit existing Strata Analytics report

Digital App Permissions

The following table describes the permissions available in OneStrata Digital:

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Module	Area	Permission Type	Permission	Description
Campaigns	Campaign Groups > Access	Read	View	Access the Campaign Groups page and view campaign groups, according to media and entity access levels Open a campaign group and view its details, according to media and entity access levels
	Campaign Groups > Management	Write	Create and update	Create new campaign groups, according to media and entity access levels Edit existing campaign groups, according to media and entity access levels
		Write	Archive	Archive existing campaign groups, according to media and entity access levels
		Write	Manage Media Campaigns	Link or unlink media campaigns to/from a campaign group, according to media and entity access levels Create a new media campaign within a campaign group, according to media and entity access levels
	Media Campaigns > Access	Read	View	Access the Media Campaigns page and view media campaigns, according to media and entity access levels Open a media campaign and view general information on its Overview tab, according to media and entity access levels
	Media Campaigns > Management	Write	Create	Create new media campaigns, according to media and entity access levels
		Write	Update	Edit existing media campaigns, according to media and entity access levels
		Write	Archive	Archive existing media campaigns, according to media and entity access levels
		Write	Manage Exchange Rates	Add, edit, and delete exchange rates within specific media campaigns, according to media and entity access levels
	Media Campaigns > Actualization	Read, Write	View Actualization Tab	Access the Actualization tab of a media campaign and view its Billing Periods Access and edit fields or sub-tabs within the Actualization tab Use the Billing Period(s) filter to customize which Billing Periods are displayed
	Media Campaigns > External Integrations > Ad Server	Read	View	Access the Ad Server dashboard of the External Integrations tab of a media campaign Access an Ad Server grid
		Write	Export	Download the Ad Server grid of a media campaign in Excel format
		Write	Edit	Duplicate or cancel an Ad Placement of a campaign Save changes to the Ad Server grid
		Write	Create Campaign	Create and link to a new Ad Server campaign
		Write	Link Campaign	Link to an existing Ad Server campaign
		Write	Supplier Mapping	Map a supplier to a supplier in an Ad Server provider
		Write	Upload Placement	Create and link an Ad Placement to a new Ad Server placement Create and link an Ad Placement to an existing Ad Server placement
	Media Campaigns > External Integrations > DSP	Read	View	Access the DSP dashboard of the External Integrations tab of a media campaign Access a DSP grid
		Write	Unlink	Unlink a Cost Line from a DSP record (campaign or insertion order)
		Write	Update	Update a DSP record (campaign or insertion order) linked to a Cost Line
		Write	Create	Create and link a Cost Line to a new DSP record (campaign or insertion order)
		Write	Link	Create and link a cost line to an existing DSP record (campaign or insertion order)
	Media Campaigns > External Integrations > Search	Read	View	Access the Search dashboard of a media campaign and view its external integration
		Write	Unlink	Unlink a Cost Line from an existing Search campaign
		Write	Update	Update a search campaign linked to a Cost Line
		Write	Create	Create and link a Cost Line to a new Search Campaign
		Write	Link	Create and link a OneStrata Cost Line to an existing Search campaign
	Media Campaigns > External Integrations > Social	Read	View	Access the Social dashboard of the External Integrations tab of a media campaign
		Write	Unlink	Unlink a OneStrata Cost Line from a Social campaign
		Write	Update	Update a Social campaign linked to a Cost Line
		Write	Create	Create and link a Cost Line to a new Social campaign
		Write	Link	Create and link a Cost Line to an existing Social campaign
	Schedule > Access	Read	View	Access the Schedule tab of a media campaign and view its schedule
	Schedule > Management	Write	Save	Edit and save changes made in the Schedule grid
		Write	Approve	Approve lines on the Schedule grid Remove approval from lines on the Schedule grid
		Write	Commit	Commit lines on the Schedule grid
	Advertiser View > Access	Read	View	Access and view the Advertiser View page of a media campaign Download the Advertiser View page of a media campaign
	Advertiser View > Management	Write	Request Agency Approval	Send agency approval requests
		Write	Approve/Decline (Agency)	Approve or decline agency approval requests
		Write	Request Advertiser Approval	Send advertiser approval requests
		Write	Upload Advertiser Approval	Approve or decline advertiser approval requests Remove advertiser approval from a previously approved request
	Order > Order Details	Read	View	Access and view the Order Details page of an order
	Order > Order Details	Write	Export	Download the Order Details page of an order
	Order > Workflow	Write	Action	Send order approval requests to Order Partners
	Order > Tab	Read	View	Access the Orders tab of a media campaign and view its orders
Finance	Financial Order Management	Write	View Financial Order Management screen	Access the Financial Orders tab and view all financial orders
	Financial Order Management	Write	Export Financial Orders	Allow the manual export of financial orders to the Financial Bridge for import into the financial system
	Billing Allocation	Read	View Billing Allocation Defaults Screen	Access and view the Billing Allocation Defaults tab
		Write	Create/Modify Billing Allocation Defaults	Create new billing allocation defaults Edit existing billing allocation defaults
		Read	View Billing Allocation screen	Not currently available
		Write	Modify Billing Allocation	Not currently available
	Estimates	Read	View Estimates Screen	Access the Estimates page and view all estimates
		Write	Create/Modify Estimates	Create new estimates Edit existing estimates
		Write	Link/Unlink Existing Estimates	Link or unlink existing estimates to/from a media campaign
		Write	Request Approval	Send estimate approval requests
		Write	Approve/Decline	Approve or decline estimate approval requests
	Purchase Orders	Read	View Purchase Orders screen	Not currently available
		Write	Create/Modify Purchase Orders	Create new purchase orders Edit existing purchase orders
		Write	Link/Unlink Existing Purchase Orders	Link or unlink existing purchase orders to/from a media campaign
		Write	Upload Purchase Order documents	Not currently available
Reports	Analytics	Read	View Reports	Access the Predefined Reports page View or apply filters to predefined reports
Reports	Analytics	Write	Create/Modify Reports	Copy any of the predefined reports on the Predefined Reports page as a new report that can be edited. Access the Explore Analytics page Create new queries and visualizations Save queries and visualizations as reports and dashboards Edit existing reports and dashboards Send or schedule reports The Explore Analytics page has two tabs, OneStrata Analytics and Adazzle Analytics. Access to either tab is additionally controlled by FreeWheel-managed settings. For more information, see FreeWheel-Managed Features.
Administration	Entity Management	Write	Create/Modify Agency	Create new Agency records, if the master data source is internal Deactivate or reactivate existing Agency records, if the master data source is internal Edit existing Agency records
		Write	Create/Modify Business Unit	Create new Business Unit records, if the master data source is internal Deactivate or reactivate existing Business Unit records, if the master data source is internal Edit existing Business Unit records
		Write	Create/Modify Client Group	Create new Client Group records, if the master data source is internal Deactivate or reactivate existing Client Group records, if the master data source is internal Edit existing Client Group records
		Write	Create/Modify Client	Create new Client records, if the master data source is internal Deactivate or reactivate existing Client records, if the master data source is internal Edit existing Client records
		Write	Create/Modify Client Tax Category	Create new Client Tax Categories Edit existing Client Tax Categories Deactivate or reactivate existing Client Tax Categories
		Write	Create/Modify Product Group	Create new Product Group records, if the master data source is internal Deactivate or reactivate existing Product Group records, if the master data source is internal Edit existing Product Group records
		Write	Create/Modify Product	Create new Product records, if the master data source is internal Deactivate or reactivate existing Product records, if the master data source is internal Edit existing Product records
		Write	Create/Modify Cost Category	Create new Cost Category records, if the master data source is internal Deactivate or reactivate existing Cost Category records, if the master data source is internal Edit existing Cost Category records
		Write	Create/Modify Media Types	Create new Media records, if the master data source is internal Edit existing Media records
		Write	Batch Upload	API-only feature Create entities and reference data records in bulk, though an Excel file upload via API
	Cost Model Settings	Write	Create/Modify Cost Model Settings	Change which Cost Model is applied, if multiple options are available Change the primary Cost Type of the applied Cost Model
	Vendor Management	Write	Create/Modify Supplier	Create new Supplier records, if the master data source is internal Deactivate or reactivate existing Supplier records, if the master data source is internal Edit existing Supplier records
		Write	Create/Modify Order Partner	Create new Order Partner records, if the master data source is internal Deactivate or reactivate existing Order Partner records, if the master data source is internal Edit existing Order Partner records
		Write	Create/Modify Payee	Create new Payee records, if the master data source is internal Deactivate or reactivate existing Payee records, if the master data source is internal Edit existing Payee records
		Write	Create/Modify Payee Tax Category	Create new Vendor Tax Categories Edit existing Vendor Tax Categories
		Write	Create/Modify Vendor Contract	Create new Contract records, if the master data source is internal Deactivate or reactivate existing Contract records, if the master data source is internal Edit existing Contract records
		Write	Manage Preferred Vendor List	Create new Preferred Vendor records, if the master data source is internal Deactivate or reactivate existing Preferred Vendor records, if the master data source is internal Edit existing Preferred Vendor records
	Reference Data > Exchange Rates	Read	View Exchange Rates	View Exchange Rate records, according to entity access levels
	Reference Data > Exchange Rates	Write	Create/Modify Exchange Rates	Create new Exchange Rate records, according to entity access levels Edit existing Exchange Rate records, according to entity access levels Archive existing Exchange Rate records, according to entity access levels
	Reference Data > Terms & Conditions	Read	View Terms & Conditions	View Terms & Conditions records, according to entity access levels
	Reference Data > Terms & Conditions	Write	Create/Modify Terms & Conditions	Create new Terms & Conditions records, according to entity access levels Edit existing Terms & Conditions records, according to entity access levels Archive existing Terms & Conditions records, according to entity access levels
	Reference Data > Fees & Tech Rates	Read	View Fees & Tech Rates	View Fee records, according to entity access levels
	Reference Data > Fees & Tech Rates	Write	Create/Modify Fees & Tech Rates	Create new Fee records, according to entity access levels Edit existing Fee records, according to entity access levels Deactivate or reactivate existing Fee records, according to entity access levels
	Reference Data > Contacts	Read	View Contacts	Not currently available
	Reference Data > Contacts	Write	Create/Modify Contacts	Not currently available
	Reference Data > Rate Cards	Read	View Rate Cards	Not currently available
	Reference Data > Rate Cards	Write	Create/Modify Rate Cards	Not currently available
	Reference Data > Taxes	Write	Create/Modify Tax Categories	Create new Tax Categories Edit existing Tax Categories
		Write	Create/Modify Alt-Tax-Options	Create new Alternate Tax Options Edit existing Alternate Tax Options
		Write	Create/Modify Taxes	Create new Client Tax records Edit existing Client Tax records Create new Vendor Tax records Edit existing Vendor Tax records
	Reference Data > Commissions	Write	Create/Modify Commissions	Create new Commission records, according to entity access levels Edit existing Commission records, according to entity access levels
	Reference Data > Commissions	Write	Activate/Deactivate Commissions	Activate or deactivate existing Commission records, according to entity access levels
	Custom Field Manager	Write	Create/Modify Custom Field	Create new Custom Field records Edit existing Custom Field records Deactivate or reactivate existing Custom Field records
	Workflow Settings	Read	View Workflow	Not currently available
	Workflow Settings	Write	Create/Modify Workflow	Not currently available
	Data Fields and Templates	Read	View Data Fields & Formulas	Access the Data Fields and Templates page View data fields, according to entity access levels
		Write	Create/Modify Data Fields & Formulas	Create new data fields, according to entity access levels Edit existing data fields, according to entity access levels Delete existing data fields, according to entity access levels
		Read	View Workflow Templates	Access the Data Fields and Templates page View templates, according to entity access levels
		Write	Create/Modify Workflow Templates	Create new templates, according to entity access levels Edit existing templates, according to entity access levels Archive existing templates, according to entity access levels
	Application Settings	Read	View Application Settings	Access the Application Settings page View Application Setting records, according to entity access levels
	Application Settings	Write	Create/Modify Application Settings	Create new Application Setting records, according to entity access levels Edit existing Application Setting records, according to entity access levels
	External Integrations	Read	View External Integrations	Access the External Integrations Administration page View external integrations, according to entity access levels
	External Integrations	Write	Create/Modify External Integrations	Create new external integrations, according to entity access levels Edit existing external integrations, according to entity access levels

Content

Space Tools

Table of Contents

Overview

Global Settings

Digital App Permissions

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Content

Space Tools

User Role Settings and Permissions

Table of Contents

Overview

Global Settings

Digital App Permissions

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