Use the Document Checklist permission set to give your users access to document checklist items.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management |
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- On the Permission Sets Setup page, click Document Checklist.
- Click Manage Assignments and then click Add Assignments.
- Select the users who need access to document checklist items, click Assign, and click Done.