--- title: "User Role Settings and Permissions" canonical: "https://hub.freewheel.tv/space/OS/114589834/User%20Role%20Settings%20and%20Permissions" format: markdown --- Overview Each user is assigned a user role, which defines the permissions and access of all users with the same user role. There are two types of permissions: Read permissions: If a user has read permissions for a certain platform or part of a platform, they can view it. Otherwise, they cannot. Write permissions: If a user has write permissions for a certain action, they can do it. Otherwise, they cannot. User roles are defined by User Role records, which have the following tabs: Tab Name Description Global Settings Defines the Strata application(s) that the user role has access to, as well as the user management-related permissions of the user role. Digital App Permissions Only available for enterprises that use OneStrata Digital Defines the OneStrata Digital (OSD) permissions of the user role. Global Settings The following table describes the global settings that apply to all Strata applications within an enterprise: Area Permission Type Permission Description Enabled Applications Only available for enterprises that use traditional Strata applications Write SBMS Access SBMS from the home page. Use SBMS. Write View Access View from the home page. Use View. Write Eleven Access Eleven from the home page or direct URL. Use Eleven. Write sTraffic Access sTraffic from the home page or direct URL. Use sTraffic. Write RFP Access RFP from the home page or direct URL. Use RFP. Write Strata Analytics Access the Explore Strata Analytics page. Create new queries and visualizations Save queries and visualizations as reports and dashboards Edit existing reports and dashboards Send or schedule reports  Allow The User To  Read View User Management Access the User Management page View User records Export User records View User Role records Write Create and Modify Users Create new User records (manually or imported) Edit existing User records Write Create and Modify User Roles Create new User Role records Edit existing User Role records Write Modify Data Access Edit the data access of existing User records Write Generate Password Reset and generate a new password for other User records Note: If they are logged in, users can always reset their own password, whether or not their user role has the View User Management or Generate Password permission. Write Send Password Email Send an email to users that prompts them to reset their password. Write Create and Modify Strata Analytics Reports Create new Strata Analytics reports Edit existing Strata Analytics report Digital App Permissions The following table describes the permissions available in OneStrata Digital: 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 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 Write Archive Archive existing campaign groups, according to media and entity access levels 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 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 Media Campaigns > Management Write Create Create new media campaigns, according to media and entity access levels Write Update Edit existing media campaigns according to media and entity access levels Write Archive Archive existing media campaigns, according to media and entity access levels Write Manage Exchange Rates Add, edit, and delete exchange rates within specific media campaigns, according to media and entity access levels 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 Media Campaigns > External Integrations > Ad Server Read View Access the Ad Server dashboard of the External Integrations tab of a media campaign Access an Ad Server grid Write Export Download the Ad Server grid of a media campaign in Excel format Write Edit  Duplicate or cancel an Ad Placement of a campaign Save changes to the Ad Server grid Write Create Campaign Create and link to a new Ad Server campaign Write Link Campaign Link to an existing Ad Server campaign Write Supplier Mapping Map a supplier to a supplier in an Ad Server provider  Write Upload Placement Create and link an Ad Placement to a new Ad Server placement Create and link an Ad Placement to an existing Ad Server placement Media Campaigns > External Integrations > DSP Read View Access the DSP dashboard of the External Integrations tab of a media campaign Access a DSP grid Write Unlink Unlink a Cost Line from a DSP record (campaign or insertion order) Write Update Update a DSP record (campaign or insertion order) linked to a Cost Line Write Create Create and link a Cost Line to a new DSP record (campaign or insertion order) Write Link Create and link a cost line to an existing DSP record (campaign or insertion order) Media Campaigns > External Integrations > Search Read View Access the  Search dashboard of a media campaign and view its external integration Write Unlink Unlink a Cost Line from an existing Search campaign Write Update Update a search campaign linked to a Cost Line Write Create Create and link a Cost Line to a new Search Campaign Write Link Create and link a OneStrata Cost Line to an existing Search campaign Media Campaigns > External Integrations > Social Read View Access the Social dashboard of the External Integrations tab of a media campaign Write Unlink Unlink a OneStrata Cost Line from a Social campaign Write Update Update a Social campaign linked to a Cost Line Write Create Create and link a Cost Line to a new Social campaign Write Link Create and link a Cost Line to an existing Social campaign Schedule > Access Read View Access the Schedule tab of a media campaign and view its schedule Schedule > Management Write Save Edit and save changes made in the Schedule grid Write Approve Approve lines on the Schedule grid Remove approval from lines on the Schedule grid Write Commit Commit lines on the Schedule grid 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 Advertiser View > Management Write Request Agency Approval  Send agency approval requests Write Approve/Decline (Agency)  Approve or decline agency approval requests Write Request Advertiser Approval  Send advertiser approval requests Write Upload Advertiser Approval Approve or decline advertiser approval requests Remove advertiser approval from a previously approved request Order > Order Details Read View Access and view the Order Details page of an order Write Export Download the Order Details page of an order Order > Workflow Write Action Send order approval requests to Order Partners 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 Write Export Financial Orders Allow the manual export of financial orders to the Financial Bridge for import into the financial system Billing Allocation Read View Billing Allocation Defaults Screen Access and view the Billing Allocation Defaults tab Write Create/Modify Billing Allocation Defaults Create new billing allocation defaults Edit existing billing allocation defaults Read View Billing Allocation screen Not currently available Write Modify Billing Allocation Not currently available Estimates Read View Estimates Screen Access the Estimates page and view all estimates Write Create/Modify Estimates Create new estimates Edit existing estimates Write Link/Unlink Existing Estimates Link or unlink existing estimates to/from a media campaign Write Request Approval Send estimate approval requests Write Approve/Decline Approve or decline estimate approval requests Purchase Orders Read View Purchase Orders screen Not currently available Write Create/Modify Purchase Orders Create new purchase orders Edit existing purchase orders Write Link/Unlink Existing Purchase Orders Link or unlink existing purchase orders to/from a media campaign Write Upload Purchase Order documents Not currently available Reports Analytics Read View Reports  Access the Predefined Reports page View or apply filters to predefined reports Write Create/Modify Reports  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 Entity Management Write Create/Modify Agency Create new Agency records, if the master data source is internal Deactivate or reactivate existing Agency records, if the master data source is internal Edit existing Agency records Write Create/Modify Business Unit Create new Business Unit records, if the master data source is internal Deactivate or reactivate existing Business Unit records, if the master data source is internal Edit existing Business Unit records Write Create/Modify Client Group Create new Client Group records, if the master data source is internal Deactivate or reactivate existing Client Group records, if the master data source is internal Edit existing Client Group records Write Create/Modify Client Create new Client records, if the master data source is internal Deactivate or reactivate existing Client records, if the master data source is internal Edit existing Client records Write Create/Modify Client Tax Category Create new Client Tax Categories Edit existing Client Tax Categories Deactivate or reactivate existing Client Tax Categories Write Create/Modify Product Group Create new Product Group records, if the master data source is internal Deactivate or reactivate existing Product Group records, if the master data source is internal Edit existing Product Group records Write Create/Modify Product Create new Product records, if the master data source is internal Deactivate or reactivate existing Product records, if the master data source is internal Edit existing Product records 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 Write Create/Modify Media Types Create new Media records, if the master data source is internal Edit existing Media records Write Batch Upload API-only feature Create entities and reference data records in bulk, though an Excel file upload via API 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 Vendor Management Write Create/Modify Supplier Create new Supplier records, if the master data source is internal Deactivate or reactivate existing Supplier records, if the master data source is internal Edit existing Supplier records Write Create/Modify Order Partner Create new Order Partner records, if the master data source is internal Deactivate or reactivate existing Order Partner records, if the master data source is internal Edit existing Order Partner records Write Create/Modify Payee Create new Payee records, if the master data source is internal Deactivate or reactivate existing Payee records, if the master data source is internal Edit existing Payee records Write Create/Modify Payee Tax Category Create new Vendor Tax Categories Edit existing Vendor Tax Categories Write Create/Modify Vendor Contract Create new Contract records, if the master data source is internal Deactivate or reactivate existing Contract records, if the master data source is internal Edit existing Contract records Write Manage Preferred Vendor List Create new Preferred Vendor records, if the master data source is internal Deactivate or reactivate existing Preferred Vendor records, if the master data source is internal Edit existing Preferred Vendor records Reference Data > Exchange Rates Read View Exchange Rates View Exchange Rate records, according to entity access levels 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 Reference Data > Terms & Conditions Read View Terms & Conditions View Terms & Conditions records, according to entity access levels 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 Reference Data > Fees & Tech Rates Read View Fees & Tech Rates View Fee records, according to entity access levels 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  Reference Data > Contacts Read View Contacts Not currently available Write Create/Modify Contacts Not currently available Reference Data > Rate Cards Read View Rate Cards Not currently available Write Create/Modify Rate Cards Not currently available Reference Data > Taxes Write Create/Modify Tax Categories Create new Tax Categories Edit existing Tax Categories Write Create/Modify Alt-Tax-Options Create new Alternate Tax Options Edit existing Alternate Tax Options Write Create/Modify Taxes Create new Client Tax records Edit existing Client Tax records Create new Vendor Tax records Edit existing Vendor Tax records 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 Write Activate/Deactivate Commissions Activate or deactivate existing Commission records, according to entity access levels 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 Workflow Settings Read View Workflow Not currently available Write Create/Modify Workflow Not currently available Data Fields and Templates Read View Data Fields & Formulas Access the Data Fields and Templates page View data fields, according to entity access levels 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 Read View Workflow Templates  Access the Data Fields and Templates page View templates, according to entity access levels 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 Application Settings Read View Application Settings Access the Application Settings page View Application Setting records, according to entity access levels 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 External Integrations Read View External Integrations Access the External Integrations Administration page View external integrations, according to entity access levels Write Create/Modify External Integrations Create new external integrations, according to entity access levels Edit existing external integrations, according to entity access levels Training Resources