Controlling Access to Donors and Gifts

User permissions are ubiquitous throughout Slate and can be set at both a very high and granular level.

There are three primary ways to think of permissions in Slate:

  • Users Permissions - What can a user do? These individual permissions can also be grouped together and applied via a Role.
  • Realms - Which objects can it be done to?
  • Population Permissions - To whom can it be done? For example, perhaps all of the Board of Trustee's records are only accessible to high level advancement staff.

Information related to Slate's Security Profile can be found in the Slate Security Profile and Documentation article in Slate Scholar.

For additional information on Slate's Security Profile, please see Slate Security Profile and Documentation.

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