Overview
This page contains a list of the OneStrata default user roles and what each role is permitted or not permitted to do.
- β = "Yes, the user role is allowed to do this action."
- β = "No, the user role is not allowed to do this action."
For a description of each permission, see User Role Permissions Reference.
Module | Area | Action Type | Action | User Role | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
All Permissions | Standard User | Trainer | View Only | Buyer | Traffic Only | Finance Only | Agency Admin | ||||
Campaigns | Campaign Groups > Access | Read | View Campaign Groups | β | β | β | β | β | β | β | β |
Campaign Groups > Management | Write | Create and Update Campaign Groups | β | β | β | β | β | β | β | β | |
Write | Archive Campaign Groups | β | β | β | β | β | β | β | β | ||
Write | Manage Media Campaigns | β | β | β | β | β | β | β | β | ||
Media Campaigns > Access | Read | View Media Campaigns | β | β | β | β | β | β | β | β | |
Media Campaigns > Management | Write | Create Media Campaigns | β | β | β | β | β | β | β | β | |
Write | Update Media Campaigns | β | β | β | β | β | β | β | β | ||
Write | Archive Media Campaigns | β | β | β | β | β | β | β | β | ||
Write | Manage Exchange Rates | β | β | β | β | β | β | β | β | ||
Media Campaigns > Actualization | Read | View Actualization Tab | β | β | β | β | β | β | β | β | |
Media Campaigns > External Integrations | Read | View External Integrations Tab | β | β | β | β | β | β | β | β | |
Schedule > Access | Read | View Schedules | β | β | β | β | β | β | β | β | |
Schedule > Management | Write | Save Schedules | β | β | β | β | β | β | β | β | |
Write | Approve Schedules | β | β | β | β | β | β | β | β | ||
Write | Commit Schedules | β | β | β | β | β | β | β | β | ||
Advertiser View > Access | Read | View Advertiser View | β | β | β | β | β | β | β | β | |
Advertiser View > Management | Write | Request Agency Approval | β | β | β | β | β | β | β | β | |
Write | Approve/Decline (Agency) | β | β | β | β | β | β | β | β | ||
Write | Request Advertiser Approval | β | β | β | β | β | β | β | β | ||
Write | Upload Advertiser Approval | β | β | β | β | β | β | β | β | ||
Order > Order Details | Read | View Order Details | β | β | β | β | β | β | β | β | |
Write | Export Order Details | β | β | β | β | β | β | β | β | ||
Order > Workflow | Write | Action | β | β | β | β | β | β | β | β | |
Order > Tab | Read | View Orders | β | β | β | β | β | β | β | β | |
Finance | Financial Order Management | Read | View Financial Order Management screen | β | β | β | β | β | β | β | β |
Write | Export Financial Orders | β | β | β | β | β | β | β | β | ||
Billing Allocation | Read | View Billing Allocation Defaults Screen | β | β | β | β | β | β | β | β | |
Write | Create/Modify Billing Allocation Defaults | β | β | β | β | β | β | β | β | ||
Read | View billing Allocation screen | β | β | β | β | β | β | β | β | ||
Write | Modify Billing Allocation | β | β | β | β | β | β | β | β | ||
Estimates | Read | View Estimates Screen | β | β | β | β | β | β | β | β | |
Write | Create/Modify Estimates | β | β | β | β | β | β | β | β | ||
Write | Link/Unlink Existing Estimates | β | β | β | β | β | β | β | β | ||
Write | Request Approval | β | β | β | β | β | β | β | β | ||
Write | Approve/Decline | β | β | β | β | β | β | β | β | ||
Purchase Orders | Read | View Purchase Orders screen | β | β | β | β | β | β | β | β | |
Write | Create/Modify Purchase Orders | β | β | β | β | β | β | β | β | ||
Write | Link/Unlink Existing Purchase Orders | β | β | β | β | β | β | β | β | ||
Write | Upload Purchase Order documents | β | β | β | β | β | β | β | β | ||
Reports | Analytics | Read | View Reports | β | β | β | β | β | β | β | β |
Write | Create/Modify Reports | β | β | β | β | β | β | β | β | ||
Administration | User Management | Write | Create/Modify Users | β | β | β | β | β | β | β | β |
Write | Modify Data Access | β | β | β | β | β | β | β | β | ||
Write | Create/Modify User Roles | β | β | β | β | β | β | β | β | ||
Entity Management | Write | Create/Modify Agency | β | β | β | β | β | β | β | β | |
Write | Create/Modify Business Unit | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Client Group | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Client | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Client Tax Category | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Product Group | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Product | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Cost Category | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Media Types | β | β | β | β | β | β | β | β | ||
Write | Batch Upload | β | β | β | β | β | β | β | β | ||
Cost Model Settings | Write | Create/Modify Cost Model Settings | β | β | β | β | β | β | β | β | |
Vendor Management | Write | Create/Modify Supplier | β | β | β | β | β | β | β | β | |
Write | Create/Modify Order Partner | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Payee | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Payee Tax Category | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Vendor Contract | β | β | β | β | β | β | β | β | ||
Write | Manage Preferred Vendor List | β | β | β | β | β | β | β | β | ||
Reference Data > Exchange Rates | Read | View Exchange Rates | β | β | β | β | β | β | β | β | |
Write | Create/Modify Exchange Rates | β | β | β | β | β | β | β | β | ||
Reference Data > Terms and Conditions | Read | View Terms & Conditions | β | β | β | β | β | β | β | β | |
Write | Create/Modify Terms & Conditions | β | β | β | β | β | β | β | β | ||
Reference Data > Fees and Tech Rates | Read | View Fees & Tech Rates | β | β | β | β | β | β | β | β | |
Write | Create/Modify Fees & Tech Rates | β | β | β | β | β | β | β | β | ||
Reference Data > Contacts | Read | View Contacts | β | β | β | β | β | β | β | β | |
Write | Create/Modify Contacts | β | β | β | β | β | β | β | β | ||
Reference Data > Rate Cards | Read | View Rate Cards | β | β | β | β | β | β | β | β | |
Write | Create/Modify Rate Cards | β | β | β | β | β | β | β | β | ||
Reference Data > Taxes | Write | Create/Modify Tax Categories | β | β | β | β | β | β | β | β | |
Write | Create/Modify Alt-Tax-Options | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Taxes | β | β | β | β | β | β | β | β | ||
Reference Data > Commissions | Write | Create/Modify Commissions | β | β | β | β | β | β | β | β | |
Write | Activate/Deactivate Commissions | β | β | β | β | β | β | β | β | ||
Custom Field Manager | Write | Create/Modify Custom Field | β | β | β | β | β | β | β | β | |
Workflow Settings | Read | View Workflow | β | β | β | β | β | β | β | β | |
Write | Create/Modify Workflow | β | β | β | β | β | β | β | β | ||
Data Fields and Templates | Read | View Data Fields & Formulas | β | β | β | β | β | β | β | β | |
Write | Create/Modify Data Fields & Formulas | β | β | β | β | β | β | β | β | ||
Read | View Workflow Templates | β | β | β | β | β | β | β | β | ||
Write | Create/Modify Workflow Templates | β | β | β | β | β | β | β | β | ||
Application Settings | Read | View Application Settings | β | β | β | β | β | β | β | β | |
Write | Create/Modify Application Settings | β | β | β | β | β | β | β | β |