Add the relevant permissions for the Document Checklist Item object to your user
profiles.
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 Profiles, then select
Profiles.
On the Profiles page, click Edit next to the profile you want to add
document checklist item access to.
On the Profile Edit page, under Standard Object Permissions, select the necessary
permissions and save.
Example
You have existing profiles for loan officer and compliance officer. Edit the loan officer
profile and select read, edit, create, and delete basic access so that those users are able to
fully support their customers. Edit the compliance officer profile and select read so that those
users are able to view records relevant to their jobs.
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