Accounts and permissions determine user access and capabilities. Slate allows for an unlimited number of user accounts. Before a user can access your database, a new user account must be created by a current user who has the exclusive Security Administrator role assigned to them.

Only users with the Security Administrator role can create user accounts, deactivate existing users, and manage user access to records and resources in Slate.

User Types

Slate manages several user types:

• User

• User (External)

• Service Account

• Service Account (Remote)

User

A user is an individual who has an institutional account and who needs access to Slate to view or edit record data. This user typically connects to Slate through your single-sign-on (SSO) system. Use the "User" type for most user accounts in a database.

User (External)

An external user is an individual who does not have an institutional account but has a need to access Slate to view or edit record data. Slate authentication is used for these individuals. Admins must set an activation password when creating external user accounts. External users must sign into Slate through the External Login URL, for example, https://apply.slateuniversity.edu/manage/login/external.

External users who need to access a test environment must first have an account in that environment, and they must sign in through the External Login URL specific to that test environment.

Service Account and Service Account (Remote)

• Service Account is used only for accounts that need access to the Slate SFTP servers or web services.

• Service Account (Remote) is used to export data from Slate to remote SFTP servers.

Adding a User

To add a new user account:

1. Select Database on the Slate navigation bar. The Database page appears.

2. Locate the Users & Access section and select User Permissions. An Active Users page appears.

3. Click New User. A New User popup appears.

4. Configure each setting as necessary.

5. Click Save.

   

When creating the user account, you can grant the desired user permissions in several ways:

• Select individual permissions on the Permissions tab.

• Inherit permissions through a role selected on the Roles tab.

• Through population permissions selected on the Populations tab. 

User accounts created in the production environment after the test environment is provisioned will not automatically appear in the test environment. To add the user in the test environment, do one of the following:

• Refresh the test environment so it includes the newly added user account.

• Manually create the user in the test environment. 

Active User Settings

When creating or editing a user account, admins are faced with several settings to consider. This article provides details on those settings.