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How to Delegate Access in Vault PromoMats and Medical?

  • Updated

Question:

How to delegate access to a colleague in Vault PromoMats and Medical?

Answer:

To delegate access, please follow the instructions below:

  1. From the User icon on the top right side of the page, select User Profile.

    user icon.png

  2. Scroll down to the Delegate Access section and click the blue create icon.

    delegate access.png

  3. In the dialog, select the Delegate, Start Date, and End Date if applicable. 

    delegate.png 
                        
  4. 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?

 

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