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Setting
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Description
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Application Decide
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Add, Confirm, Assign Letters, and Release decisions individually from the application record. Also grants access to Decision Management if the user has read access for a query.
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Application Lookup
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Grants read access to view all data on an application tab within the student record.
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Application Lookup (Active Period Only)
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Grants read access to view all data on an application tab within the student record if the application is associated with an active application period.
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Application Review Forms
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Grants access to view an application's submitted review forms.
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Application Update
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Grants write access to application data, including updating the application round, application-scoped fields, submission status, activities, and checklist items.
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Application Update (Impersonate)
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Grants access to impersonate an application record. Impersonation also requires the Application Update and Person Update permissions.
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Audit Log
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Grants access to view the Audit Log for a student record.
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Batch Acquire
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Grants access to upload documents and associate them with a record within Batch Acquire.
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Bin Management
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Grants access to the Bin Management tool to batch assign reader bins and queues for applications included in a query. The user must also have read access to the query.
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Consolidate Records
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Grants full access to the Consolidate Records tool, including the compare tool and the ability to merge records that appear as potential matches.
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Custom SQL
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Grants the ability to view and edit the SQL tab within the Form Builder; create and edit custom SQL queries; create and edit individual custom SQL exports and filters in the Query Builder tool.
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Database
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Grants access to all Database items; Ping; Decision Letters; Application Editor; Standard Query Library.
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Dataset Lookup
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Grants read access to dataset record data.
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Dataset Update
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Grants write access to dataset record data.
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Deliver
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Create Deliver messages and edit Deliver messages associated with the user account; Grants access to the Email Gateway Inbox to view emails sent by this user.
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Deliver (edit all users)
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Create Deliver messages and edit any Deliver message, regardless of the user; Grants access to the SMS Inbox and the Email Gateway Inbox to view messages sent by any user.
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Deliver (send)
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Send or stop Deliver messages.
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Events
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Create events, access and edit events associated with the user account.
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Events (edit all users)
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Create events, access and edit any event, regardless of the user.
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Forms
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Create forms, access and edit forms associated with the user account.
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Forms (edit all users)
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Create forms, access and edit forms, regardless of the user.
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File Editor
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Grants access to the File Editor.
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Financial Aid
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Grants access to the Financial Aid checklist and the Financial Aid query folder.
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Giving Lookup
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Grants read access to the Giving tab. Slate for Advancement only.
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Giving Update
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Grants write access to the Giving tab. Slate for Advancement only.
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Giving Update - Change Gifts
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Grants the ability to edit a gift without requiring a reversal. Slate for Advancement only.
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Giving Update - Opportunities
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Grants the ability to create and update Opportunities. Slate for Advancement only.
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Import
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Grants access to import files using Upload Dataset.
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Inbox
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Grants access to Message Inbox.
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Interactions
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Grants access to add and update Interactions on the Timeline tab of the person record.
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Interviews
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Create interview slots, access and edit interviews associated with the user account.
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Interviews (edit all users)
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Create interview slots, access and edit any interview, regardless of the user.
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Payment History
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Grants access to the Payment History page.
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Payment Interactions
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Grants write access to Payment activities/interactions.
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Person Lookup
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Grants read access to view a student record.
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Person Lookup (Active Only)
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Grants read access to view a student record that is configured as Active.
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Person Update
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Grants write access to person data, including the ability to update biographical data, interactions, and person-scoped fields.
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Person Update (Verified Scores)
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Grants write access to create and edit verified test scores.
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Portal Editor
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Grants access to the Portal Editor.
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Projects
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Grants access to Project.
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Query
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Create queries and run or edit queries associated with the user account.
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Query (edit all users)
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Create queries and run or edit any query, regardless of the user.
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Query (Slate Template Library)
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Grants access to Export and Filter resources in the Slate Template Library while using the Query Builder.
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Query (System Folder)
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Grants access to queries in the System folder.
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Reader
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Grants access to the Reader.
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Reader Classify
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Grants access to Classify within the Reader.
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Refund Maestro Payments
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Refund payments made using Maestro within 60 days of the transaction.
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Relationship Lookup
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Grants access to view relationship data on a person record.
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Relationship Update
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Grants write access to create and edit relationship data on a person record.
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Release Decisions
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Grants access to the Release Decisions module - including the ability to confirm decisions, assign letters, and release decisions in batch.
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Rules Editor
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Grants access to the Rules Editor.
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Service Desk Forums
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View the Technolutions Forums, including the Feature Requests Forum, Slate Scholar, and Slate TV.
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Service Desk Requests
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View service desk requests associated with your institution. *Only Slate Captains
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