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Overview
In OneStrata, certain settings and features are managed by FreeWheel. To enable or disable any of the following settings or features, contact your OneStrata representative.
FreeWheel-Managed Settings
This section is a list of FreeWheel-managed settings:
| Feature | Description | Feature is Enabled | Feature is Not Enabled | ||||||
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| If a user does not have access to a particular Enterprise, Agency, Business Unit, Client Group, or Client entity, they cannot view or edit campaigns associated with that entity or any of its children entities. For more information, see User Data Access Level. | Newly created users are automatically assigned access to all entities. | Newly created users must have their entity access level manually assigned. | ||||||
| If a user does not have access to a particular Media type, they cannot view or edit campaigns associated with that Media type. For more information, see User Data Access Level. | Newly created users are automatically assigned access to all Media types. | Newly created users must have their media access level manually assigned. | ||||||
| Certain types of reference data records and all master data entities are defined and managed in an external system, like SBMS, and pushed to OneStrata. | The following applies to Media Type records, Cost Category records, and all master data entities:
| If the master data source is not external, the master data source is internal. | ||||||
| Certain types of reference data records and all master data entities are defined and managed within OneStrata. | The following applies to Media Type records, Cost Category records, and all master data entities:
| If the master data source is not internal, the master data source is external. |
FreeWheel-Managed Features
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Features are enabled at the enterprise level, which may differ from individual user-level permissions. For example, a OneStrata enterprise may have Adazzle Analytics or user role customization enabled, but if a specific user does not have the permissions to view reports or manage users, they will not be able to open the Reports > Adazzle Analytics page or the Administration > User Management > User Roles tab. For more information, see About User Managementand User Role Permissions Reference. |
This section is a list of FreeWheel-managed features:
| Feature | Description | Feature is Enabled | Feature is Not Enabled | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Analytics enables users to query information across the entire OneStrata platform and build customized visualizations, reports, and dashboards that can be shared internally and externally. The Analytics feature is located on the Reports > Analytics page. For more information, see About Analytics. | The Reports > Analytics page is available. | The Reports > Analytics page is not available. | ||||||
| Adazzle Analytics enables users to query certain historic Adazzle data from within OneStrata. The Adazzle Analytics feature is located on the Reports > Adazzle Analytics page. For more information, see About Adazzle Analytics. | The Reports > Adazzle Analytics page is available. | The Reports > Adazzle Analytics page is not available. | ||||||
| In the allocated workflow, a fixed amount of budget is marked, or "allocated", for a particular media buy and any related fees. All other costs are based off this initial allocated amount. For more information, see Allocated Cost Method. | Allocated media buys and allocated fees can be created and assigned.
| Allocated media buys and allocated fees cannot be created.
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| Custom Field Manager enables users to create new fields of varying types and apply values to those fields. Optionally, these values can be exported to an agency's media finance system, via the financial bridge The Custom Field Manager feature is located on the Administration > Custom Field Manager page. | The Administration > Custom Field Manager pageis available. | The Administration > Custom Field Manager page is not available. | ||||||
| Exchange Rate records are required for multicurrency campaigns that transact in more than one type of currency. | Exchange Rate records can be viewed, created, edited, and used. The following areas are available:
| Exchange Rate records cannot be viewed, created, edited, or used. The following areas are not available:
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| In the internal seller workflow, orders that are sent to an internal seller Order Partner are confirmed or rejected in Vendor Inbox by an internal OneStrata Seller user, instead of by a third-party vendor. This enables an internal trade desk-like configuration. | Internal seller Order Partners can be created, and orders can be sent to internal seller Order Partners.
| The Internal Seller Workflow checkbox is not available, and internal seller Order Partners cannot be created. | ||||||
| There are two separate sub-parts to the margin workflow, media margins and fee margins.
Both parts of the margin workflow can be enabled, or just one part can be enabled without the other. For more information, see Margin Cost Method. | If the general margin workflow is enabled:
If media margins are enabled:
If fee margins are enabled:
| If the general margin workflow is not enabled:
If media margins are not enabled:
If fee margins are not enabled:
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| Purchase orders define some amount of client budget that can be used across media types, products, and campaigns. | Purchase orders can be viewed, created, edited, and linked to media campaigns. The following area is available:
| Purchase orders cannot be viewed, created, edited, or linked to media campaigns. The following area is not available:
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| When a Tax record is assigned to a Client or Payee entity, the record indicates the amount of taxes that the entity should be charged or paid. | Tax records can be viewed, created, edited, and assigned. The following areas are available:
| Tax records cannot be viewed, created, edited, or assigned. The following areas are also not available:
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| User roles are a collection of permissions that define which parts of the OneStrata platform a user can view or edit. User roles are managed on the Administration > User Management > User Roles tab. For more information, see About User Management. | User roles can be created, edited, and assigned. The Administration > User Management > User Roles tab is available. | User roles cannot be created or edited. However, any existing user roles can be assigned. The Administration > User Management > User Roles tab is not available. |