Using Edit Restricted Access grants access only to specific users, roles, or permissions, and restricts other database users from that record. This feature is useful for a single record or a small number of records whose data might be especially sensitive.
To grant access to an individual record:
Locate and open the person record you will be modifying.
Select the Profile tab. The person record’s profile information appears with a menu on the right side.
Select Edit Restricted Access in the right-side menu. An Edit Permissions popup window appears.
Select Add Grantee. An Edit Grantee popup window appears.
Enter the following configurations:
Active: Active
Type: Select the type of access being applied to the record.
User: A User field appears. Enter the user name (a suggestion list will appear as you type).
Role: A select list appears. Choose the desired role to apply.
Permission: A select list of established permissions appears. Select the desired permission to apply.
Permissions: Select Access Record.
Select Save. The Edit Permissions popup appears and displays the new permission.
Select Close.
Access to the record is now permitted only to the users, roles, or permissions identified in the previous steps. Other users, roles, or permissions not specified cannot navigate to the record in Slate.
📝 NoteAny user with the Administrator (All Access) role or the Security Administrator exclusive permission can still access records with a Restricted Access setting.