Question:
How to edit delegated access in Vault PromoMats and Medical?
Answer:
Delegated access settings can be changed at any time from the Delegate Access section in the user profile.
In order to edit delegated access, follow the steps below:
- Click on User Profile.
- Click Edit from the Ellipsis menu.
NOTE: Vault notifies the delegated person about the changes via email.
Related Documentation:
- Vault Help Documentation: Using Delegated Access
- PromoMats YouTube Channel: How to Edit Delegated Access in PromoMats