Question:

What actions can be taken when delegate access is granted in PromoMats and Medical?

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 the account owner and delegates. Notifications sent to delegates do not include links to Vault content. Delegates must sign in to Vault to access the 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 delegate access settings in order to re-delegate the account.

Related Documentation:

Knowledge Base: How to Delegate Access in PromoMats and Medical?

Vault Help Documentation: Using Delegated Access