Use * syntax for faster search

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


Overview

This page contains a list and description of OneStrata user role permissions. User roles and their permissions are managed on the Administration > User Management > User Roles tab.

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

The table is being loaded. Please wait for a bit ...

ModuleAreaPermission TypePermissionDescription
CampaignsCampaign Groups > AccessReadView
  • 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
CampaignsCampaign Groups > ManagementWriteCreate and update
  • Create new campaign groups, according to media and entity access levels
  • Edit existing campaign groups, according to media and entity access levels
CampaignsCampaign Groups > ManagementWriteArchive
  • Archive existing campaign groups, according to media and entity access levels
CampaignsCampaign Groups > ManagementWriteManage 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
CampaignsMedia Campaigns > AccessReadView
  • 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
CampaignsMedia Campaigns > ManagementWriteCreate
  • Create new media campaigns, according to media and entity access levels
CampaignsMedia Campaigns > ManagementWriteUpdate
  • Edit existing media campaigns, according to media and entity access levels
CampaignsMedia Campaigns > ManagementWriteArchive
  • Archive existing media campaigns, according to media and entity access levels
CampaignsMedia Campaigns > ManagementWriteManage Exchange Rates
  • Add, edit, and delete exchange rates within specific media campaigns, according to media and entity access levels
CampaignsMedia 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
CampaignsMedia Campaigns > External IntegrationsReadView 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
CampaignsSchedule > AccessReadView
  • Access the Schedule tab of a media campaign and view its schedule
CampaignsSchedule > ManagementWriteSave
  • Edit and save changes made in the Schedule grid
CampaignsSchedule > ManagementWriteApprove
  • Approve lines on the Schedule grid
  • Remove approval from lines on the Schedule grid
CampaignsSchedule > ManagementWriteCommit
  • Commit lines on the Schedule grid
CampaignsAdvertiser View > AccessReadView
  • Access and view the Advertiser View page of a media campaign
  • Download the Advertiser View page of a media campaign
CampaignsAdvertiser View > ManagementWriteRequest Approval
  • Assign Agency Approval requests
CampaignsAdvertiser View > ManagementWriteApprove/Decline
  • Approve or decline Agency Approval requests
  • Upload Advertiser Approval documents
CampaignsOrder > Order DetailsReadView
  • Access and view the Order Details page of an order
CampaignsOrder > Order DetailsWriteExport
  • Download the Order Details page of an order
CampaignsOrder > WorkflowWriteAction
  • Send order approval requests to Order Partners
CampaignsOrder > TabReadView
  • Access the Orders tab of a media campaign and view its orders
FinanceFinancial Order ManagementWriteView Financial Order Management screen
  • Access the Financial Orders tab and view all financial orders
FinanceFinancial Order ManagementWriteExport Financial Orders
  • Allow the manual export of financial orders to the Financial Bridge for import into the financial system
FinanceBilling AllocationReadView Billing Allocation Defaults Screen
  • Access and view the Billing Allocation Defaults tab
FinanceBilling AllocationWriteCreate/Modify Billing Allocation Defaults
  • Create new billing allocation defaults
  • Edit existing billing allocation defaults
FinanceBilling AllocationRead

View Billing Allocation screen

Not currently available
FinanceBilling AllocationWriteModify Billing Allocation

Not currently available

FinanceEstimatesReadView Estimates Screen
  • Access the Estimates page and view all estimates
FinanceEstimatesWriteCreate/Modify Estimates
  • Create new estimates
  • Edit existing estimates
FinanceEstimatesWriteLink/Unlink Existing Estimates
  • Link or unlink existing estimates to/from a media campaign
FinanceEstimatesWriteRequest Approval
  • Send Estimate Approval requests
FinanceEstimatesWriteApprove/Decline
  • Approve or decline Estimate Approval requests
FinancePurchase OrdersReadView Purchase Orders screen

Not currently available

FinancePurchase OrdersWriteCreate/Modify Purchase Orders
  • Create new purchase orders
  • Edit existing purchase orders
FinancePurchase OrdersWriteLink/Unlink Existing Purchase Orders
  • Link or unlink existing purchase orders to/from a media campaign
FinancePurchase OrdersWriteUpload Purchase Order documents

Not currently available

ReportsAnalyticsReadView Reports
  • Access the Analytics or Adazzle Analytics pages
  • View saved reports and dashboards
ReportsAnalyticsWriteCreate/Modify Reports
  • Create new queries and visualizations
  • Save queries and visualizations as reports and dashboards
  • Edit existing reports and dashboards
  • Send or schedule reports 
AdministrationUser ManagementWriteCreate/Modify Users
  • Create new users within a OneStrata enterprise
AdministrationUser ManagementWriteModify Data Access
  • Edit the data access of existing users
AdministrationUser ManagementWriteCreate/Modify User Roles
  • Create new user roles
  • Edit existing user roles
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/Modify Client Tax Category
  • Create new Client Tax Categories
  • Edit existing Client Tax Categories
  • Deactivate or reactivate existing Client Tax Categories
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/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
AdministrationEntity ManagementWriteCreate/Modify Media Types
  • Create new Media records, if the master data source is internal
  • Edit existing Media records
AdministrationEntity ManagementWriteBatch Upload

API-only feature

  • Create entities and reference data records in bulk, though an Excel file upload via API
AdministrationCost Model SettingsWriteCreate/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
AdministrationVendor ManagementWriteCreate/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
AdministrationVendor ManagementWriteCreate/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
AdministrationVendor ManagementWriteCreate/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
AdministrationVendor ManagementWriteCreate/Modify Payee Tax Category
  • Create new Vendor Tax Categories
  • Edit existing Vendor Tax Categories
AdministrationVendor ManagementWriteCreate/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
AdministrationVendor ManagementWriteManage 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
AdministrationReference Data > Exchange RatesReadView Exchange Rates
  • View Exchange Rate records, according to entity access levels
AdministrationReference Data > Exchange RatesWriteCreate/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
AdministrationReference Data > Terms & ConditionsReadView Terms & Conditions
  • View Terms & Conditions records, according to entity access levels
AdministrationReference Data > Terms & ConditionsWriteCreate/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
AdministrationReference Data > Fees & Tech RatesReadView Fees & Tech Rates
  • View Fee records, according to entity access levels
AdministrationReference Data > Fees & Tech RatesWriteCreate/Modify Fees & Tech Rates
  • Create new Fee records, according to entity access levels
  • Edit existing Fee records, according to entity access levels
  • Archive existing Fee records, according to entity access levels
AdministrationReference Data > ContactsRead

View Contacts

Not currently available
AdministrationReference Data > ContactsWriteCreate/Modify ContactsNot currently available
AdministrationReference Data > Rate CardsReadView Rate CardsNot currently available
AdministrationReference Data > Rate CardsWriteCreate/Modify Rate CardsNot currently available
AdministrationReference Data > TaxesWriteCreate/Modify Tax Categories
  • Create new Tax Categories
  • Edit existing Tax Categories
AdministrationReference Data > TaxesWriteCreate/Modify Alt-Tax-Options
  • Create new Alternate Tax Options
  • Edit existing Alternate Tax Options
AdministrationReference Data > TaxesWriteCreate/Modify Taxes
  • Create new Client Tax records
  • Edit existing Client Tax records
  • Create new Vendor Tax records
  • Edit existing Vendor Tax records
AdministrationReference Data > CommissionsWriteCreate/Modify Commissions
  • Create new Commission records, according to entity access levels
  • Edit existing Commission records, according to entity access levels
AdministrationReference Data > CommissionsWriteActivate/Deactivate Commissions
  • Activate or deactivate existing Commission records, according to entity access levels
AdministrationCustom Field ManagerWriteCreate/Modify Custom Field
  • Create new Custom Field records
  • Edit existing Custom Field records
  • Deactivate or reactivate existing Custom Field records
AdministrationWorkflow SettingsRead

View Workflow

Not currently available
AdministrationWorkflow SettingsWriteCreate/Modify WorkflowNot currently available
AdministrationData Fields and TemplatesReadView Data Fields & Formulas
  • Access the Data Fields and Templates page
  • View data fields, according to entity access levels
AdministrationData Fields and TemplatesWriteCreate/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
AdministrationData Fields and TemplatesReadView Workflow Templates 
  • Access the Data Fields and Templates page
  • View templates, according to entity access levels
AdministrationData Fields and TemplatesWriteCreate/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
AdministrationApplication SettingsReadView Application Settings
  • Access the Application Settings page
  • View Application Setting records, according to entity access levels
AdministrationApplication SettingsWriteCreate/Modify Application Settings
  • Create new Application Setting records, according to entity access levels
  • Edit existing Application Setting records, according to entity access levels
  • No labels
Provide feedback on this article