How to update the Security Settings on a particular document stage in Vault PromoMats and Medical?
If specific permission (Edit Fields, Start Workflow, etc.) needs to be added to a particular document stage (Draft, MLR Approved, etc.), an Admin user can perform an action from the Configuration tab:
- Navigate to Document Lifecycles and select the relevant Lifecycle that needs changes.
- Find the stage under the States tab.
- Open the Security Settings of the state and click Edit.
- Enable specific permissions under the particular role by ticking the checkboxes, and click Save.
Vault Help Documentation: