Permissions Summary

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Ad Serving

An agency contact with enabled Ad Serving permissions manages accounts, applies rates, and exports to the ad server. You perform the ad serving under the Actions button for the media plan line items with this permission. The Export to under the Actions button is also enabled. The User Settings displays the Ad Server Accounts tab allows viewing, creating, and editing the account profiles.

Ad Serving Permissions

Actions

User Settings (Main Menu icon)

View, create, edit, and remove Ad Server Accounts

Media plan page Overview mode

Enables Ad Serving link

Enables Actions: Export To button/drop menu

Manage Ad Serving panel

(Ad Serving link)

Apply ad serving rates to line items

View, create, edit, and remove Ad Server Accounts

View, create, edit, and Ad Server Accounts and tag types

Export to <Ad Server> page

(Actions: Export To button/drop menu)

Select ad server type

Export media plan placements to the ad server

Ad Serving Permissions - User Settings and Media Plan Page - Actions Examples

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A contact with disabled permissions views the ad serving information under the User Settings and media plan page. You have read-only access to the rate and calculations associated to ad server costs in a media plan.

When a contact has an existing ad server account and no longer has Ad Serving permissions, the account is saved. The contact reconnects the account when the user has the permission.

Adjustments

An agency contact with enabled Adjustments permissions allows access to modify delivery and billing data. The Edit icon displays the Adjust drop menu. The Adjust Delivery or Spend appears in the Analytics mode under the line item. Clicking the Adjust Delivery or Spend launches a an adjustment page.

Adjustments Permissions

Actions

Campaign page Analytics mode

Enables Adjust drop menu by line item (Edit icon)

Delivery Adjustment page

Create delivery metric changes

Spend Adjustment page

Create spend (cost) metric changes

Adjustments Permissions - Campaign Analytics Page

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A contact with disabled permissions views the Analytics mode with the campaign information, Gross or Net mode, line item details, view history, and date range. You also have access to enable Focus On/Off, More metrics, and view RFPs, proposals, and IOs along with downloading the Terms & Conditions from the contract.

Agency Billing

An agency contact with enabled Agency Billing permissions allows access to the Billing tab. The Billing tab appears under Agency Settings allowing the generation and download of the client orders and vendor billing reports.

Agency Billing Permissions

Actions

Billing (Agency Settings)

 Download client orders and vendor billing reports

Account Balance

 Displays DSP balance

Agency Billing Permissions - Agency Settings Billing Tab

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A contact with disabled permissions views the Users, Clients/Brands, and Service Providers tabs under the Agency Settings.

Agency Management

A contact with enabled Agency Management views additional tabs and configurations in Agency Settings. Within the tabs, you also have the ability to perform Agency Settings actions.

When a contact does not have User Access under the Client/Brand tab, the user with Agency Management permissions has read-only information for the campaign restrictions.

Agency Management Permissions

Actions

Agency Settings (Main Menu icon)

Enables Campaign Settings tab

Profile tab

Edit Agency and Billing Information sections

Campaign Settings tab Enable the Margin options

Clients/Brands tab

Create and edit client/brand information

Download client reports

Agency Management Permissions - Agency Settings Profile, Campaign Settings, and Clients/Brands Tab Examples

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A contact with disabled permissions views the Users, Clients/Brands, and Service Providers tabs under the Agency Settings. You view a user index by name, email, and status. You also view an index by client and brand name along with vertical types.

Analytics Reporting

An agency contact with enabled Analytics Reporting permissions allows access to the daily delivery and performance reports. The Reports button appears in the campaign Analytics mode. The Report Type drop menu displays the Daily Delivery and Performance Report (Net or Gross) selection.

The Performance Alert icon appears in the campaign Analytics mode. The vendor performance alert message appears. The performance report along with additional information is sent to the vendor for review.

Analytics Reporting Permissions

Actions

Campaign page Analytics mode

Enables Reports button

Enables Performance Alert icon

Reports page

(Reports button)

Create Daily Delivery and Performance Report downloads

Vendor Performance Alert message

(Performance Alert icon)

Create and send performance alert message and report to the vendor

Analytics Reporting Permissions - Campaign Reports: Delivery Download

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A contact with disabled permissions views the Analytics mode with the campaign information, Gross or Net mode, line item details, and data range. You also have access to enable Focus On/Off, More metrics, and view RFPs, proposals, and IOs along with downloading the Terms & Conditions from the contract.

Asset Management

An agency contact with enabled Asset Management permissions allows access to the configuration for creatives, pixels, and domain lists. The buttons appear in planning for the DSP line items. The Domain Lists icon also appears in main menu and the media plan page.

Asset Management Permissions

Actions

Domain Lists (Main Menu icon)

Create and modify domain lists

Media Plan page (Overview mode)

Enables buttons:

Pixels

Domain Lists

Creatives

Domain Lists Example (Main Menu and Media Plan Page)

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Media Plan Page - Enabled Pixels and Creatives Examples

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A contact with base permissions views the pixel, domain list, and creative information.

DSP Execution

An agency contact with enabled DSP Execution permissions allows enabling creatives to groups and tactics. The Creative side panel applies the creatives and maps them to the tactics.

Analytics Reporting Permissions

Actions

Private Marketplace (Main Menu icon) View, create, and edit Private Marketplace
Media Plan page (Overview mode)

View domain lists

Create and edit groups and tactics

Assigns creatives to groups and tactics

Media Plan Page - Assign and Map/Unmap Creatives to Groups and Tactics

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A contact with base permissions views the creatives assigned to groups and tactics on the DSP media plan line items.

Client Approvals and Vendor IOs

An agency contact with enabled Client Approvals and Vendor IOs permissions manages the client plans and contracts. You perform actions for the media plan approval and vendor IO acceptance.

Client Approvals and Vendor IOs Permissions

Actions

Media plan page Overview mode Enables Actions: Manage Approvals button/drop menu and Send IO button.

Approvals panel

(Actions: Manage Approvals button/drop menu)

Approve plan and Send vendor IO

Proceed without an IO

IO Message/Summary page

(Send: IO button)

Send IOs for acceptance

Client Approvals and Vendor IOs Permissions - Media Plan Actions, Approvals Side Panel, and IO Message Examples

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A contact with disabled permissions views the Approvals panel. You have read-only access to the approval and IOs.

When a contact has Client Approvals and Vendor IOs access and no Planning permission, the error count appears. The Show Errors link is not visible.

Delivery Source Management

An agency contact with enabled Delivery Source Management permissions allows full access to third party mapping. The Map delivery button appears in the Analytics mode. The Map Delivery panel supports linking, uploading, and mapping the integrated and non-integrated delivery sources. The User Settings displays the Third Party Accounts tab allows viewing, creating, and editing the account profiles.

Delivery Source Management Permissions

Actions

User Settings (Main Menu icon)

Enables Third Party Accounts tab

Views, creates, and edits the integrated and non-integrated accounts

Map delivery panel (campaign Analytics mode)

Enables Map delivery button on Analytics mode

View, link, upload, and map delivery sources

Link sources link: Supports Facebook and AdWords import

Upload delivery link: Supports non-integrated third party (manual upload) import

Manage button: Supports tracking of selected metrics

Delivery Source Management Permissions - User Settings and Campaign Analytics Map Delivery Examples

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A contact with base permissions views the Analytics mode with the campaign information, Gross or Net mode, line item details, and data range. You also have access to enable Focus On/Off, More metrics, and view RFPs, proposals, and IOs along with downloading the Terms & Conditions from the contract.

When a contact has an existing third part account and no longer has Delivery Source Management permissions, the account is saved. The contact reconnects the account when the user has the permission.

Planning

An agency contact with enabled Planning permissions manages the campaign details. You perform actions in the planning overview, media plan, and line items along with the RFPs and proposals.

Planning Permissions

Actions

Dashboard

Create and edit initiatives

Initiative tab (top nav bar) Create, copy, and edit campaigns

Campaign Overview (top nav bar)

Edit campaign Details

Create, edit, and archive/unarchive media plans

Revise media plan

Media Plan page (Overview mode)

Enables Edit mode for line items

Enables Send: RFP button

Enables Add properties button

Create, edit, and send RFPs (RFP Overview page), proposal updates

Enables Send Update link

Enables Proposals drop menu

View IOs (IO Summary page)

Enables Actions: Manage Add-ons link

Planning Permissions - Dashboard, Initiative, Campaign Overview, and Media Plan Pages Examples

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A contact with disabled permissions views the planning information under the communications, initiative, campaign overview, media plan, and analytics mode. You also have access to enable Sort, Focus On/Off, More metrics, edit media plan and campaign Notes, send messages, add account team members, view the approvals panel, and download the terms and conditions.

User Management

An agency contact with enabled User Management permissions assigns, creates, and edits the account team member profiles. Under the Users tab under Agency Settings, you invite and deactivate/reactivate contacts along with assigning permissions.

The agency contact manages the campaign restrictions without User Management permissions. An agency contact has User Access under the Client/Brand tab.

A new user receives an invite from Basis Platform. A deactivated user no longer has access to Basis Platform.

User Management Permissions

Actions

User Settings

Edit your own Employee Details and Permissions

Agency Settings (Main Menu icon)

 

Users tab

Create, invite, and edit the agency User Status, Contact Information, Employee Details, and assign Permissions of the users

Deactivate/reactivate contact under User Status

Clients/Brands tab Manage campaign restrictions under User Access

User Management Permissions - User and Agency Settings Tab

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User Management Permissions - Clients/Brands Tab: Client - User Access Example

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A contact with disabled permissions views the Users, Clients/Brands, Advantage, and Service Providers tabs under the Agency Settings. You only view the information on the Profile tab under User Settings.

Note: You also view your own permissions under your name under Agency Settings.

Vendor Management

An agency contact with enabled Vendor Management configures the vendor information in the Directory. You have perform actions in the Vendor page tabs.

Vendor Management Permissions

Actions

Vendor page (Directory search)

 

Details tab

Create, edit, and deactivate vendor

Properties tab

Create, edit, and remove properties from a vendor

Contact tab

Create and edit contacts

Remove vendor contacts

Advantage tab (Agency Settings)

(Advantage users only)

Manage Advantage IDs for ad servers

Vendor Management Permissions - Vendor Page Details, Properties, and Contacts Tabs

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Vendor Management Permissions - Agency Settings: Advantage Tab

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A contact with disabled permissions views the Directory information. You view (read-only) the vendor, property, contact, terms and conditions along with payee information.

Vendor Payment Terms

An agency contact with enabled Vendor Payment Terms configures the contracts in the Agency Settings and Vendor page. You perform actions for the Terms & Condition and Payee tabs.

Vendor Payment Terms Permissions

Actions

Terms & Conditions tab (Agency Settings)

View, create, and edit agency and vendor specific Terms & Conditions

Vendor page (Directory search)

Terms & Conditions tab: Create and edit agency and vendor specific Terms & Conditions

Payee tab: Create and edit payee information Manage required or optional IO and default payee

Service Providers tab (Agency Settings) Create, edit, and deactivate service provider information

Vendor Payment Terms Permissions - Agency Settings Terms & Conditions Tab

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Vendor Payment Terms Permissions - Vendor Page Terms & Conditions and Payee Tabs

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Vendor Payment Terms Permissions - Agency Settings Service Providers Tab

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A contact with disabled permissions does not view the Terms & Conditions under Agency Settings. In the Directory, you view the Terms & Conditions appear on the Vendor page. You also download the full terms and conditions.

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