Default Traditional User Role Permissions
For a list of default traditional user roles, see Default Traditional User Roles.
Default Traditional Global Settings
The default traditional user roles have the following global settings:
| Application Access | Permission | User Role | ||||||
|---|---|---|---|---|---|---|---|---|
| Traditional Agency Administrator | Traditional Standard User | Traditional Knowledge Base | Traditional Campaign Manager | Traditional Digital Only | Traditional Eleven Only | Traditional Traffic Only | ||
| Enabled Applications | SBMS Only available if the enterprise uses SBMS | ✅ | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
View Only available if the enterprise uses View | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Eleven Only available if the enterprise uses Eleven | ✅ | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | |
sTraffic Only available if the enterprise uses sTraffic | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
RFP Only available if the enterprise uses SBMS | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Strata Analytics Only available if the enterprise uses Strata Analytics | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Allow The User To | View User Management | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Create and Modify Users | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | |
| Create and Modify User Roles | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Modify Data Access Only available if the enterprise uses OneStrata Digital | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Generate Password | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Send Password Email | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Create and Modify Strata Analytics Reports Only available if the enterprises uses Strata Analytics | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | |
Default Traditional Digital App Permissions
The default traditional user roles do not have permissions related to OneStrata Digital.
Default OneStrata Digital User Role Permissions
For a list of default OneStrata Digital user roles, see Default OneStrata Digital User Roles.
Default OSD Global Settings
The default OneStrata Digital user roles have the following global settings:
| Application Access | Permission | User Role | |||||||
|---|---|---|---|---|---|---|---|---|---|
| All Permissions | Standard User | Trainer | View Only | Digital Buyer | Traffic Only | Finance Only | Agency Administrator | ||
| Enabled Applications | SBMS Only available if the enterprise uses SBMS | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ |
View Only available if the enterprise uses View | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Eleven Only available if the enterprise uses Eleven | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
sTraffic Only available if the enterprise uses sTraffic | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
RFP Only available if the enterprise uses SBMS | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Strata Analytics Only available if the enterprise uses Strata Analytics | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
| Allow The User To | View User Management | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |
| Create and Modify Users | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
| Create and Modify User Roles | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
| Modify Data Access | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Generate Password | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Send Password Email | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Create and Modify Strata Analytics Reports Only available if the enterprise uses Strata Analytics | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | |
Default OSD Digital App Permissions
The default OneStrata Digital user roles have the following permissions:
| Module | Area | Permission | User Role | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| All Permissions | Standard User | Trainer | View Only | Digital Buyer | Traffic Only | Finance Only | Agency Administrator | |||
| Campaigns | Campaign Groups > Access | View Campaign Groups | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Campaign Groups > Management | Create and Update Campaign Groups | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | |
| Archive Campaign Groups | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ||
Manage Media Campaigns | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ||
| Media Campaigns > Access | View Media Campaigns | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Media Campaigns > Management | Create Media Campaigns | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
| Update Media Campaigns | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Archive Media Campaigns | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Manage Exchange Rates | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Media Campaigns > Actualization | View Actualization Tab | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Media Campaigns > External Integrations > Ad Server | View | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | |
| Export | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Edit | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Create Campaign | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Link Campaign | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Supplier Mapping | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Upload Placement | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Media Campaigns > External Integrations > DSP | View | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | |
| Unlink | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Update | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Create | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Link | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Media Campaigns > External Integrations > Search | View | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | |
| Unlink | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Update | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Create | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Link | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Media Campaigns > External Integrations > Social | View | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | |
| Unlink | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Update | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Create | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Link | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Schedule > Access | View Schedules | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Schedule > Management | Save Schedules | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
| Approve Schedules | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Commit Schedules | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Advertiser View > Access | View Advertiser View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Advertiser View > Management | Request Agency Approval | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Approve/Decline (Agency) | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
Request Advertiser Approval | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
Upload Advertiser Approval | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ||
| Order > Order Details | View Order Details | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | |
| Export Order Details | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ | ||
| Order > Workflow | Action | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
| Order > Tab | View Orders | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Finance | Financial Order Management | View Financial Order Management screen | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Export Financial Orders | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Billing Allocation | View Billing Allocation Defaults Screen | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Billing Allocation Defaults | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| View billing Allocation screen | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ||
| Modify Billing Allocation | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Estimates | View Estimates Screen | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Estimates | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Link/Unlink Existing Estimates | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Request Approval | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Approve/Decline | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Purchase Orders | View Purchase Orders screen | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Purchase Orders | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Link/Unlink Existing Purchase Orders | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Upload Purchase Order documents | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reports | Analytics | View Reports | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Create/Modify Reports | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ||
| Administration | Entity Management | Create/Modify Agency | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ |
| Create/Modify Business Unit | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Client Group | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Client | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Client Tax Category | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Product Group | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Product | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Cost Category | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Media Types | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Batch Upload | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Cost Model Settings | Create/Modify Cost Model Settings | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | |
| Vendor Management | Create/Modify Supplier | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | |
| Create/Modify Order Partner | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Payee | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Payee Tax Category | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Vendor Contract | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Manage Preferred Vendor List | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Exchange Rates | View Exchange Rates | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | |
| Create/Modify Exchange Rates | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Terms and Conditions | View Terms & Conditions | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Terms & Conditions | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Fees and Tech Rates | View Fees & Tech Rates | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Fees & Tech Rates | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Contacts | View Contacts | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Contacts | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Rate Cards | View Rate Cards | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Rate Cards | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Taxes | Create/Modify Tax Categories | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | |
| Create/Modify Alt-Tax-Options | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Create/Modify Taxes | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Reference Data > Commissions | Create/Modify Commissions | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | |
| Activate/Deactivate Commissions | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ||
| Custom Field Manager | Create/Modify Custom Field | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | |
| Workflow Settings | View Workflow | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Workflow | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ||
| Data Fields and Templates | View Data Fields & Formulas | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Data Fields & Formulas | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ||
| View Workflow Templates | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ||
| Create/Modify Workflow Templates | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ||
| Application Settings | View Application Settings | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Create/Modify Application Settings | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ||
| External Integrations | View External Integrations | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ❌ | ❌ | |
| Create/Modify External Integrations | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ | ||