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title: "Create a User or User Role"
canonical: "https://hub.freewheel.tv/space/OS/114032700/Create%20a%20User%20or%20User%20Role"
format: markdown
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Create a User To create a User record, you must have the   Create and Modify Users  permission There are two ways to create users:  Create a single user manually Create one or more users by importing a template Create a User Manually To create a user manually, do the following: Go to the  Admin  >  User Management  >  Users  tab. Click  Create User  to open the  Create User  widget. In the Create User widget, enter the following information: Section Field Name Description Global Settings First Name Enter the first name of the user. Last Name Enter the last name of the user. Default Language Select a language option for the user. By default, the language is set to  American English . Email Enter the email address of the user. Optional Phone Number Optional: Enter the phone number of the user. Valid From Select the date from which the user is active. User accounts can be created without immediately being active, enabling administrators to create users in advance.  Optional Valid To Optional: Select the date until which the user is active. Type If the  Internal Seller workflow  is enabled: An enterprise can create Seller users. Otherwise, only Agency users can be created. An Agency user can be changed into a Seller user. However, a Seller user cannot be changed into an Agency user. Select the user account type: Agency : A user that works directly for the advertising agency in some way. For example, as a media planner or buyer. Agency users do not have access to Vendor Inbox.   Seller : A user that works for the advertising agency's internal trade desk, if any. Seller users have access to Vendor Inbox. Optional Job Title Enter the job title of the user. This field is for internal reference only. Optional Comment Enter any additional comments about the user. This field is for internal reference only. Username By default, the username is the same as the user's email address. To pick a different username: Select the  Edit Username  checkbox. Enter the desired username. User Role Select Existing Role / Create Role The  Create Role  option is only available if  User Role Customization  is enabled and the user currently creating the new user has the appropriate permissions. Assign the user an existing user role or create a new user role for the user. To assign an existing user role, do the following: Select the  Select Existing Role  toggle. For  Role , select the desired user role. A read-only list of the selected user role's settings and permissions are displayed. To create and assign a new user role, do the following: Select the  Create Role  toggle. For  Name , enter the name of the user role. Select the desired permissions. For more information, see  User Management .  Digital App Settings Only available if the enterprise uses OneStrata Digital   Optional Finance Initials Enter the finance initials of the user. The finance initials of a user that makes a change that creates a new financial order version—for example, changing the start or end dates of a schedule—are included in the message sent by OneStrata to the finance system.  Media If the  Apply All Medias to New Users  setting is enabled, all new users are automatically assigned access to all Media types. If this setting is not enabled, new users must have their media access level manually assigned. To manually assign the a media access level, do the following In the  Media  section, click  Edit . Select the desired Media Type(s). Click  Update . Entity Access If the  Apply All Entity Access to New Users  setting is enabled, all new user are automatically assigned access to all entities. If this setting is not enabled, new users must have their entity access level manually assigned. To manually assign an entity access level, do the following: In the  Entity Access  section, click  Add Entity Access . For  Select Target Entity , select the desired entity or entities. Click  Grant Selected . Click  Create . Create Users by Importing an Excel Template To create multiple users by importing an Excel template, do the following: Go to the  Admin  >  User Management  >  Users  tab. Click  Import Users  to open the  Import Users  widget. In the  Import Users  widget, click  Download Template  to download the Users template as an Excel sheet. In the Users template, fill out the  Users  sheet, following the instructions provided in the template. In the  Import Users  widget, do the following: Upload the filled-out Users template. Click  Import . Create a User Role In order to modify a user role, you must: Have  User Role Customization  enabled. Have the   Create and Modify User Roles  permission.  To create a user role, do the following: Go to the  Admin  >  User Management  >  User Roles  tab. Click  Create User Role  to open the  Create User Role  widget. On the  Create User Role  page, enter the following information. Section Field Name Description Global Settings Name Enter the name of the user role. Enabled Applications Only if the enterprise uses traditional Strata applications Select the traditional Strata applications that the user role has access to. Allow The User To Select the user management permissions of the user role. Digital App Permissions Only available if the enterprise uses OneStrata Digital Campaigns Finance Report Administration Select the OneStrata permissions of the user role. For more information, see  User Management . Click  Create .