Access in Slate falls into three categories: User Permissions : What can a user do? Population Permissions : To whom can it be done? Realms : To which objects (something made with a Slate tool, like a mailing) can it be done?\ W...

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 Slate...

When creating or editing a form, event, or scheduler slot, select the appropriate Realm value to restrict access to only users with the appropriate Realm access. ✨ Tip Add Realms to a form, event, or scheduler template for all f...

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 both the Query (Configurable Joins - Base Access) and Query (Configurable Joins - Join Access) permissions can create queries and join to any Record, Related, or System base. Access can be restricted further as needed. Granting acce...