Question:
How to access delegated accounts in PromoMats?
Answer:
When users delegate access to another user, there are multiple ways to access that Account:
- If the user has access to multiple Vaults they can click on the View My Vaults page and click into a Vault listed under Delegated Vaults.
- Go to the Home Tab and select from the Log in as menu in the left sidebar.
If this option is not available, it is because the delegation is not set up.
Users who are delegated by another user receive e-mail notifications from those delegated documents.
Related Documentation:
Vault Help: How to Access Delegated Accounts
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