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Checklist component must be enable for your tenant and it is required to have permission related to checklist to start working on it.

Customer Portal should be available for receiving and updating Checklists from Seamless.

Checklist permissions:

  • Create Checklist: allow you to create a checklist

  • Delete Checklist: allow you to view delete button to remove an existing checklist

  • View Checklist: allow you to view checklist

  • Update Checklist: allow you to edit an existing checklist

  • Send Checklist: allow you to send completed checklists to target groups

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