Slate is the customer relationship management (CRM) system used to manage recruitment and admissions data for prospects and applicants. Access to Slate is granted according to the principle of least privilege—users receive only the permissions required to perform their official job duties.
Purpose of Access Requests
The Access Request process ensures that each user’s level of access is appropriate for their role, data responsibilities, and training. Requests may include setting up new accounts, modifying existing permissions, or removing access when job duties change.
What Access in Slate Allows
Different types of access correspond to different functions within Slate. Depending on your responsibilities, access may allow you to:
- View or search applicant and prospect records
- Manage communications such as emails or text messages
- Create or edit queries, reports, or populations
- Build or review forms and events
- Review applications and submit decisions
Information Required in Access Requests
When requesting Slate access, provide clear details about what you need to do in the system rather than choosing role names directly. This helps assign the correct permissions without granting unnecessary access. Each request should include:
- The purpose of your access (e.g., application review, communications, reporting)
- Your department or role within the university
- Whether this is new access, a change, or a removal
- Approval from your supervisor or department if required
Access Governance and Compliance
Slate access is subject to university data governance and privacy standards. All users must complete any required FERPA or security training before gaining access and must handle all information responsibly.
- Access is granted for legitimate university business only.
- User accounts are reviewed periodically for accuracy and compliance.
- Access will be modified or revoked when roles or responsibilities change.
Privacy and Security Responsibilities
All Slate data are protected by FERPA and institutional data security policies. Users with access to Slate must:
- Keep login credentials confidential and secure.
- Access data only for authorized university purposes.
- Refrain from sharing or redistributing data without proper authorization.
- Report any suspected security or privacy incidents immediately.