Understanding User Permissions
User permissions allow buyers to do specific actions and tasks in Basis. An organization manages individual user permissions. Your actions are available based on the assigned permissions.
Without permissions, you have base access to Basis. You can view (read-only) the My Organization and User Settings along with the communications, directory, initiative, campaign, and media plan information in Basis. Additional actions such as sending messages, adding account team members, creating comments on line items, receiving private emails, and editing notes are also available.
Different permissions give you access to different features. An enabled permission gives you access to specified actions and configurations for Basis. At least one member of your organization has permission to control User Management. This team member enables and disables the permission types for other team members.
The permissions are configured under the Users tab by name under the My Organization. Your own Permissions are also visible under My Settings.
Permissions
- Ad Serving
- Adjustments
- Billing
- Organization Management
- Analytics Reporting
- Asset Management
- DSP Execution
- Client Approvals & Vendor IOs
- Collaboration
- Delivery Source Management
- Planning
- User Management
- Vendor Management
- Payment Terms
Base access (all permissions disabled) lets you see available campaign information and provides restrictions within the organization. This information is available to everyone with base permissions:
| Location | Base Access |
|---|---|
| Platform Search (Top navigation icon) |
View and create campaign reports across client/brand |
| Inventory Directory (Top navigation icon) | View inventory directory options |
| Help (Top navigation icon) | View user Help, Submit an Issue, About, and DSP Advertiser ID. |
| Notifications (Top navigation icon) | View campaign communication and announcements |
|
Dashboard (Main Menu icon) |
View campaign line item dates, pacing, performance, comments, proposals, and IOs |
| Line Items (Main Menu icon) | View organization line items for your account team |
| Performance (Main Menu icon) |
View campaign performance by line item |
| Insights (Main Menu icon) |
View and create reports |
|
User Settings (Main Menu icon) |
|
|
Profile |
View and edit Contact Information View and select Basis Home Page View Employee Details and assigned Permissions (read-only) |
| Notifications |
View and edit email communication options for creative status [DSP] |
| Change Password |
View and edit password |
|
My Organization (Main Menu icon) |
|
| Users |
View index (filter and search) |
| Settings |
Display and specify DSP daily spend maximum (Only enabled for select users) Contact platform.support@basis.net for access information. |
| Clients/Brands |
View index (filter and search) |
| Service Providers |
View index (filter and search) |
| Domain Lists |
View and download domain lists information |
| Directory Search - Property page |
View (filter and search) properties index, details, and filter information |
|
View property details |
|
| Directory Search - Vendor page |
View (filter and search) vendor index and filter information |
|
View Vendor details and tabs |
|
| Properties tab |
View (filter and search) properties index |
| Deals tab |
View My Deals and Platform Deals index |
| Contact tab |
View (filter and search) contacts and field information Suggest contacts to account team members |
| Terms & Conditions tab |
View field information and download full terms and conditions |
| Payee tab |
View required or optional IO and default payee information |
| Notes |
View shared information about the organization |
| Directory Search - Private Marketplace |
View (filter and search) index of deals |
| Directory Search - RTB Inventory |
View and download domain lists information |
| Help icon |
View Help, Submit an Issue, and About |
| Notifications icon |
Notifications page |
| Activity (organization) |
View activity events |
| Email Messages |
Receive private email messages from vendor collaborators and organization account team members |
| Dashboard (also Basis logo) |
View (filter and find) campaign index and status Edit Notes |
| 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 reports View media plans and status (planning, approved, live, completed) along with revisions and previous approved View media plan and analytics totals Change to Analytics |
| Messages |
View vendor communication and collaborators [Direct, Search, and Social] View organization communication and account team members [Direct, Search, and Social] View RFP, Proposals, and IO Contracts links [Direct, Search, and Social] View and click Compose button displays message field. Send/post messages and attachments to vendor recipients [Direct, Search, and Social] Send/post messages to account team members and other organization contacts (buyer only) Add and remove vendor collaborators [Direct, Search, and Social] |
|
Campaign Media Plan page - Overview (planning) |
View settings button: Sort (off) Focus (off) Actions button: View Approvals panel Create Download Media Plan reports Show options: Ad Serving Canceled Completed Upcoming |
| Comments |
View shared organization information about the media plan line items |
|
Direct, Search, and Social Line Item Media Plan page - Overview (planning) - Line Items |
Enables Controls: View Proposals View media plan line items and values, add-ons, RFPs, and proposal updates View Approvals panel (read-only information) View IO summary Download Terms & Conditions from IO summary |
|
DSP Line Item Media Plan page - Overview (planning) - Line Items |
View media plan line items and values View assigned creatives to tactics and groups along with the details View settings button Show Offline Show Archived DSP Actions button: View Pixels, Domain Lists, and Creative information |
| Analytics - Campaign page |
View campaign and status (planning, approved, live, completed) View Gross or Net mode values (campaign media plan and totals View and edit Date Range View settings button: Sort (off) Focus (off) Additional Metrics Show: Completed (#), or Upcoming (#) View Direct line items View Search line items View Social line items View DSP line items View DSP Optimize line items View DSP Optimize: Refresh and Done View Options Menu: Optimize Performance... View settings button Show: Offline, Archived, Completed (#), or Upcoming (#)
View Add-ons line items |
| Comments |
View shared organization information about the media plan line items |
|
Analytics - Direct, Search, Social, or DSP - Line Items |
Select line items and ad size details (Read-only) View History for adjustments under Options Menu |