Question:

What actions can be completed when delegate access is granted PromoMats?

Answer:

A delegate can perform all actions that the delegated can, except:

• Completing Read & Understood workflow tasks
• Updating user profile

Delegates have access to the delegated administrative privileges.

While an Account is delegated, Vault sends notifications to both Account owner and delegates. Notifications sent to delegates do not include links to Vault content. Delegates must sign into Vault to access content.

Note that delegated access works only between two profiles.

Example:

If Teresa delegates to Thomas and Thomas delegates to Gladys, Gladys does not have access to Teresa’s account. However, delegates can modify delegated Access settings in order to re-delegate the account.

Related Documentation:

Vault Help Documentation: Using Delegated access

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.