Role Permissions

The following is a list of the modules and reports that each user role has access to within MediaOS.

Sales User Role

• Accounts that have been assigned to this user.
• Deals
• Agencies that have been assigned to this user
• Contracts and Proposals that have been sold by this user
• Invoices that have been sold by this user
• Payments that have been entered by this user
• Insertions that have been sold by this user
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio Services orders *cannot buy credits or send to studio
• Projects
• The following reporting data that is assigned to this user:
  • Account Transfers
  • Activity List
  • Goals 
  • Issue Compare
  • Account Monthly Spend by Product
  • Page Counts by Product by Month
  • Sales Run Sheet 
  • Floor Plan Sales
  • Floor Plan Status
  • Goals
  • Product Sales Summary & Analysis 
  • Monthly Product Sales by User
  • Page Count Totals by User
  • Revenue Monthly Yearly Comparison
  • Won, Open, Lost Contract Count by Month
  • Sales Run Sheet 
  • Commissions 
  • Invoice Aging
  • Commission Earned by Rep by Product
• This user’s connected calendar
• Campaigns that were created by this user
• E-mail Templates
• Products - View and Copy access only

Sales Manager

*note: This role should be enabled in conjunction with the Sales role. 

• Accounts
• Deals
• Agencies
• Contracts & Proposals
• Invoices
• Payments
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio - Can buy credits with this role
• Projects
• The following reporting data for all users:
  • Account Transfers
  • Goals
  • Sales Run Sheet 
  • Account Monthly Spend by Product
  • Page Counts by Product by Month
  • Issue Compare
  • Contract Line Items
  • Activity List
  • Goals
  • Product Sales Summary & Analysis
  • Monthly Product Sales by User
  • Page Count Totals by User
  • Revenue Monthly Yearly Comparison
  • Won, Open, Lost Contract Count by Month
  • Forecast Sales Analysis
  • Floor Plan Status
  • Floor Plan Sales 
  • Activity Summary
  • Year-To-Date Comparison
  • Commission Earned by Rep by Product
  • Invoice Summary & Analysis 
  • Invoice Aging
  • Commissions 
  • Alternative Payment Aging
  • Trends 
  • Time to Pay Invoices
  • Industry Sales Revenue Trends
  • Activity
  • Commissions Paid
  • Average Discount from Rate Card
• This user’s connected Calendar
• Campaigns
• E-mail Templates
• Print Templates
• Landing Pages & Forms
• Web Activity

Accounting

• Accounts owned by this user
• Agencies owned by this user
• Contracts and Proposals
• Invoices
• Payment Plans
• Billable Insertions
• Payments
• Commissions
• QuickBooks
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio Services - View orders only
• Projects
• The following reporting data for all users:
  • Sales Run Sheet
  • Account Monthly Spend by Product
  • Page Counts by Product by Month 
  • Account Transfers
  • Contract Line Items
  • Activity List
  • Sales Run Sheet
  • Product Sales Summary & Analysis 
  • Monthly Product Sales by User
  • Page Count Totals by User
  • Revenue Monthly Yearly Comparison
  • Won, Open, Lost Contract Count by Month
  • Account Balances
  • Year-To-Date Comparison
  • Account Balances
  • Invoice Line Item Summary
  • Transactions
  • Transaction Summary
  • Scheduled Auto-Payments
  • Commission Earned by Rep by Product
  • Payment Allocation to Line Item
  • Invoice Summary & Analysis
  • Invoice Line Items
  • Invoice Days to Paid
  • Invoice Aging
  • Commissions
  • Applied Payments
  • Alternative Payment Aging
  • Custom reports
  • Time to Pay Invoices 
  • Commissions Paid
  • Activity
• This user’s connected calendar
• E-mail campaigns
• E-mail templates
• Products - View and Copy functionality only

Metrics

• Projects
• The following reporting data for all users:
  • Sales Run Sheet
  • Account Transfers
  • Account Monthly Spend by Product
  • Activity List
  • Page Counts by Product by Month
  • Contract Line Items
  • Issue Compare
  • Goals
  • Product Sales Summary & Analysis
  • Monthly Product Sales by User
  • Page Count Totals by User
  • Revenue Monthly Yearly Comparison
  • Won, Open, Lost Contract Count by Month
  • Activity Summary
  • Account Balances
  • Floor Plan Sales 
  • Floor Plan Status
  • Forecast Sales Analysis
  • Goals
  • Year-To-Date Comparison
  • Account Balances
  • Invoice Aging
  • Transactions
  • Transaction Summary
  • Scheduled Auto-Payments
  • Commission Earned by Rep by Product
  • Payment Allocation to Line Item
  • Invoice Summary & Analysis
  • Invoice Line Items
  • Invoice Line Item Summary
  • Invoice Days to Paid
  • Alternative Payment Aging
  • Applied Payments
  • Commissions 
  • Custom Reports
  • Trends
  • Time to Pay Invoices
  • Industry Sales Revenue Trends 
  • Average Discount from Rate Card
  • Activity
  • Commissions Paid
• Products - View and Copy access only

Editorial Manager

• Accounts that have been assigned or shared with this user
• Notifications
• Email
• Calendar
• Line Items
• Ad Requests
• Flat Plan
• Content
• Social Calendar
• Studio
• Reports shared with this user
• Tasks
• Contracts (View only)
• Products  (View and Copy access only)

Delivery/Production

• Accounts that are owned/assigned to this user
• Agencies that are owned/assigned to this user
• Contracts and Proposals that are sold by this user
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Servers
• Studio Services - View orders only
• Projects
• The following reporting data:
  • Account Transfers
  • Activity Lists
• This user’s connected calendar
• Campaigns that were created by this user
• E-mail Templates
• Products - View and Copy access only

Administrator

• Full access to all users, reports, and modules