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Overview

This page contains a list of the OneStrata default user roles and what each role is permitted or not permitted to do.

✅ = "Yes, the user role is allowed to do this action."
❌ = "No, the user role is not allowed to do this action."

For a description of each permission, see User Role Permissions Reference.

Table Filter

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column	Module,Area,Action Type,User Role All Permissions,User Role Standard User,User Role Trainer,User Role View Only,User Role Buyer,User Role Traffic Only,User Role Finance Only,User Role Agency Admin
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labels	Module‚Area‚Action Type‚User Role All Permissions‚User Role Standard User‚User Role Trainer‚User Role View Only‚User Role Buyer‚User Role Traffic Only‚User Role Finance Only‚User Role Agency Admin
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Module	Area	Action Type	Action	User Role
Module	Area	Action Type	Action	All Permissions	Standard User	Trainer	View Only	Buyer	Traffic Only	Finance Only	Agency Admin
Campaigns	Campaign Groups > Access	Read	View Campaign Groups	✅	❌	✅	✅	✅	✅	✅	✅
	Campaign Groups > Management	Write	Create and Update Campaign Groups	✅	❌	✅	❌	✅	❌	❌	❌
		Write	Archive Campaign Groups	✅	❌	✅	❌	✅	❌	❌	❌
		Write	Manage Media Campaigns	✅	❌	✅	❌	✅	❌	❌	❌
	Media Campaigns > Access	Read	View Media Campaigns	✅	✅	✅	✅	✅	✅	✅	✅
	Media Campaigns > Management	Write	Create Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Update Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Archive Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Manage Exchange Rates	✅	✅	✅	❌	✅	❌	❌	❌
	Media Campaigns > Actualization	Read	View Actualization Tab	✅	✅	✅	✅	✅	✅	✅	✅
	Media Campaigns > External Integrations	Read	View External Integrations Tab	✅	✅	✅	✅	✅	✅	✅	✅
	Schedule > Access	Read	View Schedules	✅	✅	✅	✅	✅	✅	✅	✅
	Schedule > Management	Write	Save Schedules	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Approve Schedules	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Commit Schedules	✅	✅	✅	❌	✅	❌	❌	❌
	Advertiser View > Access	Read	View Advertiser View	✅	✅	✅	✅	✅	✅	✅	✅
	Advertiser View > Management	Write	Request Agency Approval	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Approve/Decline (Agency)	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Request Advertiser Approval	✅	✅	✅	❌	✅	❌	❌	❌
		Write	Upload Advertiser Approval	✅	✅	✅	❌	✅	❌	❌	❌
	Order > Order Details	Read	View Order Details	✅	✅	✅	✅	✅	✅	✅	✅
	Order > Order Details	Write	Export Order Details	✅	✅	✅	❌	✅	❌	❌	❌
	Order > Workflow	Write	Action	✅	✅	✅	❌	✅	❌	❌	❌
	Order > Tab	Read	View Orders	✅	✅	✅	✅	✅	✅	✅	✅
Finance	Financial Order Management	Read	View Financial Order Management screen	✅	✅	✅	✅	✅	✅	✅	✅
	Financial Order Management	Write	Export Financial Orders	✅	✅	✅	❌	❌	❌	✅	✅
	Billing Allocation	Read	View Billing Allocation Defaults Screen	✅	❌	✅	✅	✅	✅	✅	✅
		Write	Create/Modify Billing Allocation Defaults	✅	❌	✅	❌	❌	❌	✅	✅
		Read	View billing Allocation screen	✅	❌	✅	✅	✅	✅	✅	✅
		Write	Modify Billing Allocation	✅	❌	✅	❌	❌	❌	✅	✅
	Estimates	Read	View Estimates Screen	✅	✅	✅	✅	✅	✅	✅	✅
		Write	Create/Modify Estimates	✅	✅	✅	❌	❌	❌	✅	✅
		Write	Link/Unlink Existing Estimates	✅	✅	✅	❌	❌	❌	✅	✅
		Write	Request Approval	✅	✅	✅	❌	❌	❌	✅	✅
		Write	Approve/Decline	✅	✅	✅	❌	❌	❌	✅	✅
	Purchase Orders	Read	View Purchase Orders screen	✅	❌	✅	✅	✅	✅	✅	✅
		Write	Create/Modify Purchase Orders	✅	✅	✅	❌	❌	❌	✅	✅
		Write	Link/Unlink Existing Purchase Orders	✅	✅	✅	❌	❌	❌	✅	✅
		Write	Upload Purchase Order documents	✅	❌	✅	❌	❌	❌	✅	✅
Reports	Analytics	Read	View Reports	✅	✅	✅	✅	✅	✅	✅	✅
Reports	Analytics	Write	Create/Modify Reports	✅	✅	✅	❌	❌	❌	❌	✅
Administration	User Management	Write	Create/Modify Users	✅	❌	✅	❌	❌	❌	❌	✅
		Write	Modify Data Access	✅	❌	✅	❌	❌	❌	❌	✅
		Write	Create/Modify User Roles	✅	❌	✅	❌	❌	❌	❌	✅
	Entity Management	Write	Create/Modify Agency	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Business Unit	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Client Group	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Client	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Client Tax Category	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Product Group	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Product	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Cost Category	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Media Types	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Batch Upload	✅	❌	✅	❌	❌	❌	✅	✅
	Cost Model Settings	Write	Create/Modify Cost Model Settings	✅	❌	✅	❌	❌	❌	✅	✅
	Vendor Management	Write	Create/Modify Supplier	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Order Partner	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Payee	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Payee Tax Category	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Vendor Contract	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Manage Preferred Vendor List	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Exchange Rates	Read	View Exchange Rates	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Exchange Rates	Write	Create/Modify Exchange Rates	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Terms and Conditions	Read	View Terms & Conditions	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Terms and Conditions	Write	Create/Modify Terms & Conditions	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Fees and Tech Rates	Read	View Fees & Tech Rates	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Fees and Tech Rates	Write	Create/Modify Fees & Tech Rates	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Contacts	Read	View Contacts	✅	✅	❌	✅	✅	✅	✅	✅
	Reference Data > Contacts	Write	Create/Modify Contacts	✅	❌	❌	❌	❌	❌	✅	✅
	Reference Data > Rate Cards	Read	View Rate Cards	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Rate Cards	Write	Create/Modify Rate Cards	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Taxes	Write	Create/Modify Tax Categories	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Alt-Tax-Options	✅	❌	✅	❌	❌	❌	✅	✅
		Write	Create/Modify Taxes	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Commissions	Write	Create/Modify Commissions	✅	✅	✅	❌	❌	❌	✅	✅
	Reference Data > Commissions	Write	Activate/Deactivate Commissions	✅	✅	✅	❌	❌	❌	✅	✅
	Custom Field Manager	Write	Create/Modify Custom Field	✅	✅	✅	❌	❌	❌	✅	✅
	Workflow Settings	Read	View Workflow	✅	✅	❌	✅	✅	✅	✅	✅
	Workflow Settings	Write	Create/Modify Workflow	✅	❌	❌	❌	❌	❌	❌	✅
	Data Fields and Templates	Read	View Data Fields & Formulas	✅	✅	✅	✅	✅	✅	✅	✅
		Write	Create/Modify Data Fields & Formulas	✅	❌	✅	❌	❌	❌	❌	✅
		Read	View Workflow Templates	✅	✅	✅	✅	✅	✅	✅	✅
		Write	Create/Modify Workflow Templates	✅	❌	✅	❌	❌	❌	❌	✅
	Application Settings	Read	View Application Settings	✅	✅	✅	✅	✅	✅	✅	✅
	Application Settings	Write	Create/Modify Application Settings	✅	❌	✅	❌	❌	❌	❌	✅
	External Integrations	Read	View External Integrations	❌	❌	❌	❌	❌	❌	❌	❌
	External Integrations	Write	Create/Modify External Integrations	❌	❌	❌	❌	❌	❌	❌	❌

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