How to edit delegated access in Vault PromoMats and Medical?
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.
- Vault Help Documentation: Using Delegated Access
- PromoMats YouTube Channel: How to Edit Delegated Access in PromoMats