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 realm

1. Click Queries / Reports in the Slate navigation bar and select Queries. The Queries summary page appears.

2. Click New Query.

3. Configure the query as you would any other, including the following settings:

   • Realm: Select the appropriate realm.

   • Sharing: This setting is optional. The realm provides the highest level of restriction. Whether Sharing is selected or not, only users in that realm can access the query.

What does the Sharing setting do?

• If Sharing is selected, users in the realm with the proper query permissions can access and edit the query.

• If Sharing is cleared, only users in the realm with the Query (Edit All Users)" permission can access and edit the query.

It's important to think of sharing permissions separately:

• Access to the query (Query vs. Query Edit All Users permissions)

• Access to the realm

The Shared checkbox, in conjunction with applicable sharing permissions, grants users at the designated access level the ability to access the query, provided they are also assigned to the corresponding Realm.