---
title: "Sharing Permissions"
slug: "sharing-permissions-settings"
updated: 2026-04-02T23:21:22Z
published: 2026-04-02T23:21:22Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Permissions

**Sharing permissions**, sometimes referred to as **grantee permissions,**let you tailor access to a single object for a user or group of users.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Edit Permissions.png)

Sharing permissions in *Edit Query*let you add individual users to a query

You’ll find sharing permissions in many Slate areas as **Edit Permissions**or **Access Permissions**. Depending on their location, these appear as buttons, tabs, or dropdowns.

In the Edit Permissions popup, you can select **Add Grantee** to grant a user permission to that object.

## Locations in Slate

Sharing permissions are available for the following objects:

- [Assignment lists](/v1/docs/assignment-lists)
- [Events](/v1/docs/events-overview) (Share template)
- [Forms](/v1/docs/forms-overview)
- [Knowledge sources](/v1/docs/knowledge-sources)
- [Integrations](/v1/docs/data-and-document-management-overview)
- [Portals](/v1/docs/portals-overview)
- [Projects](/v1/docs/projects-tasks-overview)
- [Queries](/v1/docs/queries-overview)
- [Query libraries](/v1/docs/query-library)
- [Reports](/v1/docs/report-builder-overview-structure-and-navigation)
- [Records](/v1/docs/getting-started-with-records) (Restricted access)
- [Snippets](/v1/docs/inbox-snippets)
- [Views](/v1/docs/custom-views-personal-shared) (Personal and shared)
- [Voyages](/v1/docs/voyager-voyager)
- Widgets ([Portal](/v1/docs/portal-widgets), [Report](/v1/docs/report-widgets#configuring-widget-sharing-permissions))

## Adding grantees to an object

Select **Add Grantee,**or select an existing grantee from the list.

The following settings appear:

#### Active

Set the sharing permission as Active or Inactive.

#### Type

- **User:**Grant access for a specific Slate user.
- **Permission:** Grant access for a specific permission. Any user with the selected permission will be granted access.
- **Role:** Grant access for any user assigned to a selected Role.

Some objects may also have special types that are not available for all objects, such as User Token or Username. Refer to the Knowledge Base article for a specific object to learn more about using special types.

#### Permissions

Permissions to be granted will vary depending on the object type.

For example, queries will allow you to determine whether the selected type can Display/Run or Edit a given query, while a knowledge source has a single option to allow the source to be Slate AI Searchable.

Once you select your desired settings, select **Save**. Your newly added permission is added to the list of grantees.

> [!NOTE]
> 💾 Bookmark your objects
> 
> With the exception of views and knowledge sources, which grantees can access through the user interface, you must **provide grantees a direct link to the objects you’ve shared with them**. Encourage your grantees to bookmark this link.

## Testing grantee access

If you have the [Security Administrator exclusive permission](/v1/docs/exclusive-permissions#security-administrator), you can [impersonate a user account](/v1/docs/impersonating-a-user) that has been granted sharing permissions and verify that their access is working as intended.

If you are not a Security Administrator,****work directly with the user to verify that their newly granted access is working as intended.