Users - Permissions

An agency contact without permissions has base access to Basis Platform. You view (read-only) the Agency and User Settings along with the communications, directory, initiative, campaign, and media plan information in Basis Platform. Additional actions such as sending messages, adding account team members, receiving private emails, and editing notes are also available.

An agency contact with permissions has access dependent on the type. The enabled type allows you access to specified actions and configurations for Basis Platform. At least one member of your agency has User Management. This team member enables and disables the permission types for your agency contacts.

The permissions are configured under the Users tab by name under Agency Settings. Your own Permissions are also visible under the User Settings.


  • Ad Serving
  • Adjustments
  • Agency Billing
  • Agency Management
  • Analytics Reporting
  • Asset Management
  • DSP Execution
  • Client Approvals & Vendor IOs
  • Delivery Source Management
  • Planning
  • User Management
  • Vendor Management
  • Vendor Payment Terms 

User Permissions


The base access (disabled permissions) allows you the available campaign information and provides restrictions within the organization. A summary of information available to all agency contacts include the following: 

Basis Platform

Base Agency Access

Insights View and create reports

Agency Setting (Main Menu icon)


Users View index (filter and search)
Clients/Brands View index (filter and search)


(Advantage users only)

View ad server IDs for the Advantage ERP
Service Providers View index (filter and search)

User Settings (Main Menu icon)



View and edit Contact Information

View Employee Details and assigned Permissions (read-only)

Directory Search - Vendor


Details View Vendor field information
Properties View (filter and search) properties and field information
Contact View (filter and search) contacts and field information
Terms & Conditions View field information and download full terms and conditions
Payee View required or optional IO and default payee information
Directory Search - Property View property fields
Help icon View Help, Submit an Issue, and About
Notifications icon Notifications page
Activity (agency) View activity events
Email Messages Receive private email messages from vendor collaborators an agency account team members
Dashboard (also Basis logo)

View (filter and find) campaign index and status

Edit Notes

Initiative tab (top nav bar) View Initiative page, details, and campaign index
Campaign tab (top nav bar) View Campaign Overview
Media Plan tab View media plan page with line items
Campaign Overview page

View initiative summary, campaign Details and Activity along with media plans (all)

Download media plan

View media plans and status (planning, approved, live, completed) along with revisions and previous approved

View media plan and analytics totals

Edit (Add) Notes (Media Plan and campaign Details tab)

Add agency account team members (Details tab)

Change to Analytics mode


View vendor communication and collaborators

View agency communication and account team members

View RFP, Proposals, and IO Contracts links

Send/post messages and attachments to vendor recipients

Send/post messages to account team members and other agency contacts (agency only)

Add and remove vendor collaborators


Media Plan page - Overview mode (planning)

Enable Sort option

Enable Focus On/Off field

Create Download media plan reports


Line Item Media Plan page - Overview mode (planning)

Enables Controls: Edit and View Proposals

View media plan line items and values, add-ons, RFPs, proposal updates, and IO

View Approvals panel


Line Item Media Plan page - Overview mode (planning)

View media plan line items and values.

View assigned creatives to tactics and groups

Campaign/Media Plan page - Analytics mode

View campaign and status (planning, approved, live, completed)

View Gross or Net mode values (campaign media plan and totals

View and edit Date Range

Enable Sort option

Enable Focus On/Off

Enable Metrics options

Select line items and ad size details

View add-ons

Enable Edit icon to View History for adjustments

Download Terms & Conditions from IO summary

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