How to customize and configure the settings of a specific checklist


A checklist's settings allow you to customize specific processes and information related to a checklist. You can only see the modules which you have a license for, and the ones which were set up under the Checklists module level.  

To configure the settings of a checklist, go to the Checklists module and open the checklist in the navigation header.


Click … and select Settings.


Click Modules on the left-hand side of the Settings window. A window displaying available modules will open. Use the mouse to activate each module individually. You can only turn on modules which were set up under the Checklists level as On (Activated Individually). Click the link to find out how to customize and configure the settings of the Checklists module.


Click Access Control on the left-hand side of the Settings window. From here you can grant access to new users, revoke access, add relative roles, filter users based on roles, and see teams.  

Click the links to find out how to grant access and how to revoke access.


Click Save for the configuration to apply.

checklist checklists module settings

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