How to change the Owner of a Claim in Vault PromoMats and Medical?
Note that only an Owner of a claim can add or remove an Owner.
To change the Owner, follow the below steps:
- Access the Sharing Settings of the Claim.
- Click +Add.
- Select the Owner role and required User from the dropdown menu, and click Save.
Vault Help Documentation:
Knowledge Article: How to Edit Sharing Settings of a Claim in Vault PromoMats and Medical?