Access in Slate falls into three categories: User Permissions : What actions is a user authorized to perform? Population Permissions : To which users or groups do those actions apply? Realms : To which objects (something made with ...

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 Go to Deliver. Select New ...

When creating or editing a form , event , or Scheduler session , select a realm to restrict access to only users with access to that realm. 💡 Tip Add Realms to a form, event, or scheduler template for all forms, events, or sessions u...

Standard user permissions provide access to designated system functions. However, Slate also supports more granular control by restricting functional access to specific groups of objects defined within a Realm. 📖 Realms Adding a query to a real...

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...