Overview

In OneStrata, user accounts have three important parts:

• General details, like the username and contact information of the user  
• A user role that defines which parts of the OneStrata platform a user can view or edit
• A data access level that defines which campaigns a user can view or edit, based on the media type and entity associated with the campaign(s)

User roles are a general collections of permissions that can be enabled by an advertising agency, and assigned based on functional requirements. For example, an agency might create a "Media Buyer" user role with permissions specific to campaign management, or a "Finance Manager" user role with permissions specific to finance-related areas. Any changes to the "Media Buyer" or "Finance Manager" user role changes the permissions for any and all users assigned to that user role.

The combination of user role and data access level provide a way for agency administrations to customize user permissions and access in a flexible, precise way.

User and User Role Terms and Concepts

This section contains information about terms and concepts related to users and user roles in OneStrata.

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User-Role-Permissions User-Role-Permissions

User Role Permissions

Each user must be assigned a user role, which is a collection of permissions that define which parts of the OneStrata platform a user can view or edit.

There are two types of permissions:

• Read permissions: If a user has read permissions for a certain part of the UI, 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.

For a list and description of all user role permissions, see User Role Permissions Reference.

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Default-User-Roles Default-User-Roles

Default User Roles

The default user roles are user roles that are pre-defined by OneStrata, in order to provide a quick way to assign the appropriate set of permissions to users.

There are eight default user roles:

For a list of all default user role permissions, see System Default User Role Reference.

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User-Data-Access-Level User-Data-Access-Level

User Data Access Level

Each user must be assigned a data access level, which is a combination of media access level and entity access level.

Media access and entity access define which campaigns a user can view or edit:

In general, each user's data access level must be manually assigned. However, there are two FreeWheel-managed settings that can automatically assign full access to new users:

• If the Apply All Medias to New Users setting is enabled, all new users are automatically assigned access to all Media types. If this setting is not enabled, new users must have their media access level manually assigned.
• If the Apply All Entity Access to New Users setting is enabled, all new user are automatically assigned access to all entities. If this setting is not enabled, new users must have their entity access level manually assigned.

To enable either or both of these settings, contact your OneStrata representative.

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User-Types User-Types

Types of Users

There are two types of OneStrata users: