Question:
How to access Delegated Accounts in PromoMats?
Answer:
When users delegate access to another user, there are multiple ways to access that Account:
- Go to the 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 logged in as another user, Switch between the user Vaults using the My Vaults page or the Vault selector.
If this option is not available, it is because the delegation is not set up.
Please note, the below steps can only be performed by a user with Admin Privileges.
To check if a delegation is activated. Navigate to: Admin --> User and groups --> Active delegations. All delegations appear. It appears when they started and when they finish.
Search for the user in Domain User --> Delegate access. This shows if the user has any delegation.
Users who are delegated by another user receive e-mail notifications from those delegated documents.
Related Documentation:
Vault Help Documentation: N/A
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Thank you