There are three ways in which to think of Permissions: User Permissions - What can a user do? Realms - Which objects can it be done to? Population Permissions - To whom can it be done? While standard User Permissions grant access t...

The standard user permissions in Slate can grant access to given functions, but Realms enable more targeted functional access restrictions to only objects contained within a Realm. Adding a Realm to a Mailing Click Deliver in the Slat...

Standard user permissions grant access to given functions in Slate, but using Realms enables restricting functional access to only objects contained within the Realm. Adding a Realm When adding a new form, event, or scheduler slot, or ...

Standard user permissions can grant access to a given function. However, Slate can enable more targeted restrictions of functional access to a specific group of objects - those who are included in a Realm. For more information on creating realms, r...

The following permissions allow users to view, edit, and add research elements: Research (Edit Configurations) : The user can add and modify Research Sources, with the ability to modify the configuration and use of Data Keys. Research (Edit ...

Users with the overall Query (Configurable Joins - Base Access) and Query (Configurable Joins - Join Access) permissions can build queries on and join to any Record, Related, or System base. More limited access can be defined as needed. To set t...