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:

1. Locate and open the record you will be modifying.

2. Click the Profile tab. The record’s profile information appears with a menu on the right side.

3. Click Edit Restricted Access in the right-side menu. An Edit Permissions popup appears.

4. Click Add Grantee. An Edit Grantee popup appears.

5. Enter the following configurations:

   • Active: Set the status to 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 go).

     • 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.

6. Click Save. The Edit Permissions popup appears and displays the new permission.

7. Click 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.