Question:

How to change the Owner of a Claim in Vault PromoMats and Medical?

Answer:

Please note that only an Owner of a claim can add or remove an Owner. 

To change the Owner follow the below steps:

1. Access the Sharing Settings of the Claim.
   
   
   
   
2. Click +Add. 
   
   
   
   
3. Select the Owner role and required User from the dropdown menu and click save.
   
   

Related Documentation:

Vault Help Documentation:

• Using Object Record Sharing Settings
• Using Auto Claims Linking (PromoMats)

Knowledge Article: How to Edit Sharing Settings of a Claim in PromoMats?