Question:

How to assign a user to a role within the Document Lifecycle in PromoMats?

Answer:

Users can be assigned to a document lifecycle role in one of these ways:

• Automatically, on document creation (default users)
• Manually, at any time from Sharing Settings
• Automatically, on starting a workflow (default users)
• Manually, on starting a workflow, in the workflow start dialog
• Manually, on reassigning a task
• Manually, on adding workflow participants
• Automatically, when users receive the document using the Send as Link (Viewer role)

Related Documentation:

Vault Help Documentation: How Users Get Document Roles 

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