Table of Contents






View All Users

To view all of the users within a OneStrata enterprise, do the following:

  • Navigate to the Administration > User Management > Users tab.

View All User Roles

To view all of the user roles within a OneStrata enterprise, do the following:

  • Navigate to the Administration > User Management > User Roles tab.

Open a User Record

View more information about a specific user by opening their User record.

To open a User record, do the following:

  1. Navigate to the Administration > User Management > Users tab.

  2. Click the name of the desired user, in the Username / ID column of the User grid.

View a User's User Role

To view what user role has been assigned to a specific user, do the following:

  1. Open the desired User record.

  2. Navigate to the Role tab. The assigned user role is listed in the Role field.

View a User's Data Access Level

To view what data access level has been assigned to a specific user, do the following:

  1. Open the desired User record.

  2. Navigate to the Access tab. The assigned media access level is listed in the Medias section, and the assigned entity access level is listed in the Entity Access section.

Edit a User

Make changes to a user—like updating their email address or user role—by editing their User record.

Change User Details

To change the general details of a user, do the following:

  1. Open the desired User record. By default, the User record opens on the General tab.

  2. On the General tab, change details as desired. Except for the Type and Username fields, all fields can be edited.

  3. Click Save to save changes to the User record.

Reassign the User Role of a User

To reassign the user role of a user, do the following:

  1. Open the desired User record.

  2. Navigate to the Role tab.

  3. For Role, select the desired user role from the list of available user roles. A read-only list of the selected user role's permissions are displayed.

  4. Click Save to save changes to the User record.

Reassign the Data Access Level of a User

To reassign the media access level or entity access level of a user, do the following:

  1. Open the desired User record.

  2. Navigate to the Data Access tab.

  3. To reassign the media access level, do the following:

    1. In the Medias section, click Edit to open the Medias widget.

    2. In the Medias widget, select the desired Media type(s).

    3. Click Update.

  4. To reassign the entity access level, do the following:

    1. In the Entity Access section, click Add Entity Access to open the Add Access widget.

    2. In the Add Access widget, for Select Target Entity, select the desired entity/entities.

    3. Click Grant Selected.

  5. Click Save to save changes to the User record.

Open a User Role

View more information about a specific user role by opening its User Role record.

To open a User Role record, do the following:

  1. Navigate to the Administration > User Management > User Roles tab.

  2. Click the name of the desired user role, in the Name / ID column of the User Role grid.

Edit a User Role

User role customization is a gated feature and not enabled by default. If user role customization is not enabled, existing user roles cannot be edited.

To enable this feature, contact your OneStrata representative.

Make changes to a user role—like renaming it or changing its permissions—by editing its User Role record.

Rename a User Role

To rename a user role, do the following:

  1. Open the desired User Role record.

  2. For Name, change the name of the user role as desired.

  3. Click Save to save changes to the User Role record.

Change the Permissions of a User Role

To change the permissions of a user role, do the following:

  1. Open the desired User Role record.

  2. In the Permissions section, change the permissions as desired. For a description of each permission, see User Role Permissions Reference.

  3. Click Save to save changes to the User Role record.

Deactivate a User Role

To deactivate a user role, do the following:

  1. Open the desired User Role record.

  2. Click the Deactivate button.

Reactivate a User Role

To reactivate a deactivated user role, do the following:

  1. Open the desired User Role record.

  2. Click the Activate button.