Question:
How does delegate access work completing tasks in Vault PromoMats and Vault Medical?
Answer:
When a task is assigned to a user who delegated access of their account to a colleague, an email notification is also sent to the colleague/s informing about the pending task.
The colleague with granted delegate access can see the account owner's pending tasks only by logging in as this user and accessing the Tasks/Home tab.
When the task is completed the system displays the action mentioning it was completed on behalf of the account owner.
The action is also recorded in the same way in the Audit Trail.
Related Documentation:
Knowledge Base Documentation:
- How to Delegate Access in PromoMats?
- How to Revoke Delegated Access in PromoMats?
- How to Edit Delegated Access in PromoMats?
- How to Return to a User's Own Account Using Delegated Access in PromoMats?
- How to Access the Audit Trail in PromoMats?