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Create and Assign User Profiles for Document Checklist Items
Create and assign profiles with access to document checklist items to your users.
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 |
If you have existing profiles for the users that need access to document checklist items, follow these instructions for each of them.
- From Setup, in the Quick Find box, enter Profiles, then select Profiles.
- On the Profiles page, click Clone next to the profile you want to add document checklist item access to.
- Enter a name for the cloned profile and save.
- On the Profile Edit page, click Edit.
- Under Standard Object Permissions, select the necessary permissions for Document Checklist Items and click Save.
- From Setup, select User | User.
- Click Edit next to the user that you want to assign the new profile to.
- On the User Edit page, select the new profile from the Profile drop-down list and click Save.
Example
You create a loan officer profile based on the standard user and select read, edit, create, and delete basic access. That access gives loan officers the ability to support their customers. You then create a compliance officer profile based on the standard user and select read. That access allows compliance officers to view records relevant to their jobs, but blocks them from modifying records.
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