| 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 | | - Send agency approval requests
|
| Campaigns | Advertiser View > Management | Write | | - Approve or decline agency approval requests
|
| Campaigns | Advertiser View > Management | Write | Request Advertiser Approval | - Send advertiser approval requests
|
| Campaigns | Advertiser View > Management | Write | Upload Advertiser Approval | - Approve or decline advertiser approval requests
|
| 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 | | - Access the Predefined Reports page
- View or apply filters to predefined reports
|
| Reports | Analytics | Write | | - Copy any of the predefined reports on the Predefined Reports page as a new report that can be edited.
- Access the Explore Analytics page
- Create new queries and visualizations
- Save queries and visualizations as reports and dashboards
- Edit existing reports and dashboards
- Send or schedule reports
The Explore Analytics page has two tabs, OneStrata Analytics and Adazzle Analytics. Access to either tab is additionally controlled by FreeWheel-managed settings. For more information, see FreeWheel-Managed Features. |
|
| 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
- Deactivate or reactivate existing Fee records, according to entity access levels
|
| Administration | Reference Data > Contacts | Read | | 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 | | 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
|
| Administration | | Read | View External Integrations | - Access the External Integrations Administration page
- View external integrations, according to entity access levels
|
| Administration | | Write | Create/Modify External Integrations | - Create new external integrations, according to entity access levels
- Edit existing external integrations, according to entity access levels
|