Overview

This page contains a list and description of OneStrata user role permissions. User roles and their permissions are managed on the Administration > User Management > User Roles tab.

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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
Campaigns	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
Campaigns	Campaign Groups > Management	Write	Archive	Archive existing campaign groups, according to media and entity access levels
Campaigns	Campaign Groups > Management	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
Campaigns	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
Campaigns	Media Campaigns > Management	Write	Create	Create new media campaigns, according to media and entity access levels
Campaigns	Media Campaigns > Management	Write	Update	Edit existing media campaigns, according to media and entity access levels
Campaigns	Media Campaigns > Management	Write	Archive	Archive existing media campaigns, according to media and entity access levels
Campaigns	Media Campaigns > Management	Write	Manage Exchange Rates	Add, edit, and delete exchange rates within specific media campaigns, according to media and entity access levels
Campaigns	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
Campaigns	Media Campaigns > External Integrations	Read	View External Integrations Tab	Access the External Integrations tab of a media campaign and view its external integrations Access and view any dashboards or sub-tabs within the External Integrations tab
Campaigns	Schedule > Access	Read	View	Access the Schedule tab of a media campaign and view its schedule
Campaigns	Schedule > Management	Write	Save	Edit and save changes made in the Schedule grid
Campaigns	Schedule > Management	Write	Approve	Approve lines on the Schedule grid Remove approval from lines on the Schedule grid
Campaigns	Schedule > Management	Write	Commit	Commit lines on the Schedule grid
Campaigns	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
Campaigns	Advertiser View > Management	Write	Request Approval	Assign Agency Approval requests
Campaigns	Advertiser View > Management	Write	Approve/Decline	Approve or decline Agency Approval requests Upload Advertiser Approval documents
Campaigns	Order > Order Details	Read	View	Access and view the Order Details page of an order
Campaigns	Order > Order Details	Write	Export	Download the Order Details page of an order
Campaigns	Order > Workflow	Write	Action	Send order approval requests to Order Partners
Campaigns	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
Finance	Financial Order Management	Write	Export Financial Orders	Allow the manual export of financial orders to the Financial Bridge for import into the financial system
Finance	Billing Allocation	Read	View Billing Allocation Defaults Screen	Access and view the Billing Allocation Defaults tab
Finance	Billing Allocation	Write	Create/Modify Billing Allocation Defaults	Create new billing allocation defaults Edit existing billing allocation defaults
Finance	Billing Allocation	Read	View Billing Allocation screen	Not currently available
Finance	Billing Allocation	Write	Modify Billing Allocation	Not currently available
Finance	Estimates	Read	View Estimates Screen	Access the Estimates page and view all estimates
Finance	Estimates	Write	Create/Modify Estimates	Create new estimates Edit existing estimates
Finance	Estimates	Write	Link/Unlink Existing Estimates	Link or unlink existing estimates to/from a media campaign
Finance	Estimates	Write	Request Approval	Send Estimate Approval requests
Finance	Estimates	Write	Approve/Decline	Approve or decline Estimate Approval requests
Finance	Purchase Orders	Read	View Purchase Orders screen	Not currently available
Finance	Purchase Orders	Write	Create/Modify Purchase Orders	Create new purchase orders Edit existing purchase orders
Finance	Purchase Orders	Write	Link/Unlink Existing Purchase Orders	Link or unlink existing purchase orders to/from a media campaign
Finance	Purchase Orders	Write	Upload Purchase Order documents	Not currently available
Reports	Analytics	Read	View Reports	Access the Analytics or Adazzle Analytics pages View saved reports and dashboards
Reports	Analytics	Write	Create/Modify Reports	Create new queries and visualizations Save queries and visualizations as reports and dashboards Edit existing reports and dashboards Send or schedule reports
Administration	User Management	Write	Create/Modify Users	Create new users within a OneStrata enterprise
Administration	User Management	Write	Modify Data Access	Edit the data access of existing users
Administration	User Management	Write	Create/Modify User Roles	Create new user roles Edit existing user roles
Administration	Entity Management	Write	Create/Modify Agency	Create new Agency entities, if the master data source is internal Deactivate or reactivate existing Agency entities, if the master data source is internal Edit existing Agency entities
Administration	Entity Management	Write	Create/Modify Business Unit	Create new Business Unit entities, if the master data source is internal Deactivate or reactivate existing Business Unit entities, if the master data source is internal Edit existing Business Unit entities
Administration	Entity Management	Write	Create/Modify Client Group	Create new Client Group entities, if the master data source is internal Deactivate or reactivate existing Client Group entities, if the master data source is internal Edit existing Client Group entities
Administration	Entity Management	Write	Create/Modify Client	Create new Client entities, if the master data source is internal Deactivate or reactivate existing Client entities, if the master data source is internal Edit existing Client entities
Administration	Entity Management	Write	Create/Modify Client Tax Category	Create new Client Tax Categories Edit existing Client Tax Categories Deactivate or reactivate existing Client Tax Categories
Administration	Entity Management	Write	Create/Modify Product Group	Create new Product Group entities, if the master data source is internal Deactivate or reactivate existing Product Group entities, if the master data source is internal Edit existing Product Group entities
Administration	Entity Management	Write	Create/Modify Product	Create new Product entities, if the master data source is internal Deactivate or reactivate existing Product entities, if the master data source is internal Edit existing Product entities
Administration	Entity Management	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
Administration	Entity Management	Write	Create/Modify Media Types	Create new Media records, if the master data source is internal Edit existing Media records
Administration	Entity Management	Write	Batch Upload	API-only feature Create entities and reference data records in bulk, though an Excel file upload via API
Administration	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
Administration	Vendor Management	Write	Create/Modify Supplier	Create new Supplier entities, if the master data source is internal Deactivate or reactivate existing Supplier entities, if the master data source is internal Edit existing Supplier entities
Administration	Vendor Management	Write	Create/Modify Order Partner	Create new Order Partner entities, if the master data source is internal Deactivate or reactivate existing Order Partner entities, if the master data source is internal Edit existing Order Partner entities
Administration	Vendor Management	Write	Create/Modify Payee	Create new Payee entities, if the master data source is internal Deactivate or reactivate existing Payee entities, if the master data source is internal Edit existing Payee entities
Administration	Vendor Management	Write	Create/Modify Payee Tax Category	Create new Vendor Tax Categories Edit existing Vendor Tax Categories
Administration	Vendor Management	Write	Create/Modify Vendor Contract	Create new Contract entities, if the master data source is internal Deactivate or reactivate existing Contract entities, if the master data source is internal Edit existing Contract entities
Administration	Vendor Management	Write	Manage Preferred Vendor List	Create new Preferred Vendor entities, if the master data source is internal Deactivate or reactivate existing Preferred Vendor entities, if the master data source is internal Edit existing Preferred Vendor entities
Administration	Reference Data > Exchange Rates	Read	View Exchange Rates	View Exchange Rate records, according to entity access levels
Administration	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
Administration	Reference Data > Terms & Conditions	Read	View Terms & Conditions	View Terms & Conditions records, according to entity access levels
Administration	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
Administration	Reference Data > Fees & Tech Rates	Read	View Fees & Tech Rates	View Fee records, according to entity access levels
Administration	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 Archive existing Fee records, according to entity access levels
Administration	Reference Data > Contacts	Read	View Contacts	Not currently available
Administration	Reference Data > Contacts	Write	Create/Modify Contacts	Not currently available
Administration	Reference Data > Rate Cards	Read	View Rate Cards	Not currently available
Administration	Reference Data > Rate Cards	Write	Create/Modify Rate Cards	Not currently available
Administration	Reference Data > Taxes	Write	Create/Modify Tax Categories	Create new Tax Categories Edit existing Tax Categories
Administration	Reference Data > Taxes	Write	Create/Modify Alt-Tax-Options	Create new Alternate Tax Options Edit existing Alternate Tax Options
Administration	Reference Data > Taxes	Write	Create/Modify Taxes	Create new Client Tax records Edit existing Client Tax records Create new Vendor Tax records Edit existing Vendor Tax records
Administration	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
Administration	Reference Data > Commissions	Write	Activate/Deactivate Commissions	Activate or deactivate existing Commission records, according to entity access levels
Administration	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
Administration	Workflow Settings	Read	View Workflow	Not currently available
Administration	Workflow Settings	Write	Create/Modify Workflow	Not currently available
Administration	Data Fields and Templates	Read	View Data Fields & Formulas	Access the Data Fields and Templates page View data fields, according to entity access levels
Administration	Data Fields and Templates	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
Administration	Data Fields and Templates	Read	View Workflow Templates	Access the Data Fields and Templates page View templates, according to entity access levels
Administration	Data Fields and Templates	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
Administration	Application Settings	Read	View Application Settings	Access the Application Settings page View Application Setting records, according to entity access levels
Administration	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

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User Role Permissions Reference

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