Question:

How to change a coordinator in a document in Vault PromoMats and Medical?

Answer:

To change the Coordinator in Vault, Edit Sharing Settings and Change Coordinator permissions are needed.

To change the Coordinator role:

1. Click on the document's Sharing Settings: 
   
   
   
   
2. Click on the +Add icon:
   
   
   
   
3. Select the Coordinator Role as well as search for the coordinator's name under Users and Groups.
4. Click Save.
   
   

Related Documentation:

• Vault Help Documentation: How to Assign a User Role
• Knowledge Article: How to Edit Sharing Settings in PromoMats?