How to Bulk Update a Coordinator Role in PromoMats?
Edit Sharing Settings and Change Coordinator permissions are needed in the documents affected.
Bulk Update permission is needed from the Security Profile of the user.
In order to update the Coordinator of multiple documents, follow the steps below:
- Search the documents affected from the Library.
- Select the relevant bulk action from the Ellipsis menu:
- Click Next from the Refine Selection window:
- From the Choose Action section, select Change Coordinator:
- Click Next:
- Select the New Coordinator from the User field and click Next:
- Click Finish to complete the action:
Vault Help Documentation: Using Bulk Document Actions For Sharing Settings
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