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.

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	❌	❌	❌	❌	❌	❌	❌	❌