Question:
How to delegate access to a colleague in PromoMats and Veeva Medical?
Answer:
To delegate access, please follow the instructions below:
- From the User icon on the top right side of the page, select User Profile.
- Scroll down to the Delegate Access section and click the blue create icon.
- In the dialog, select the Delegate, Start Date, and End Date if applicable.
- When completed, click Grant Access.
The delegate user will then receive a notification informing them of the access.
Related Documentation:
Vault Help: How to Delegate Your Account
Knowledge Base:
- How to Log in with Delegate Access in Vault?
- How to edit delegated access in PromoMats and Veeva Medical?
- How to revoke (disable) delegated access to a colleague in PromoMats and Veeva Medical?
- Who receives delegation notifications in PromoMats and Veeva Medical?