Question:

How to check Sharing Settings permissions in PromoMats?

Answer:

When a document is created, users are added to the Sharing Settings of the document and are assigned roles. Each role assigns different permissions to the user according to the status of the document.

To check the Sharing Settings permissions:

1. Open the document using Sharing Settings view.
   
   
   
   
2. When the mouse pointer is placed over the role name, a permissions list is shown. Those are the permissions for that role at the current state of the document.
   
   
   

This is the list of permissions and the action related to each:  

Related Documentation:

Vault Help Documentation:

• Using Document Sharing Settings
• Defining Document Role Permissions (Security Settings)
• Managing Permissions with User Roles

Knowledge articles:

• How to Find a Specific User and their Roles in the Sharing Settings of a Document in Vault PromoMats and Vault Medical?