How to assign a user to a role within the Document Lifecycle in PromoMats?
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)
Vault Help Documentation: How Users Get Document Roles
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