Create a form that has restricted permission

You can use Information Rights Management (IRM) in Microsoft Office InfoPath 2007 to create a form that has restricted permission for specific people who will access the form. IRM helps prevent sensitive information from being printed, forwarded, or copied by unauthorized people.

In this article

About access levels

Create a form that has restricted permission

Customize restricted permission settings

Remove restricted permission from a form

About access levels

IRM allows you to create a form with restricted permission for specific people who will access the content. For example, you can give one of your coworkers permission to read a form but not make changes to it. You can then give another coworker permission to make changes to the form, as well as allow them to save the form.

Users or groups can be given a set of permissions according to the access levels assigned to them by authors using the Permission dialog box, as outlined in the following list:

  • Read    Users with Read access can read a form, but they don't have permission to edit, print, or copy the form.

  • Change    Users with Change access can read, edit, and save changes to a form, but they don't have permission to print the form.

  • Full Control    Users with Full Control access have full authoring permissions and can do anything with the form that the form author can do, such as set expiration dates for content, prevent printing, and give permissions to users. Form authors always have Full Control access.

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Create a form that has restricted permission

  1. On the File menu, point to Permission, and then click Manage Credentials.

  2. In the Permission dialog box, select the Restrict permission to this form check box.

  3. In the Read and Change boxes, type the names or e-mail addresses of the people that you want to give permission to.

    Tip: If you want to give all users permission, click Give all users Read access to the right of the Read box, or click Give all users Change access to the right of the Change box.

  4. Click OK, save your form, and then distribute the form to the people to whom you have given permission.

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Customize restricted permission settings

  1. On the File menu, point to Permission, and then click Manage Credentials.

  2. In the Permission dialog box, click More Options, and then do one or more of the following:

    • To make your form available for only a limited time, under Additional permissions for users, select the This form expires on check box, and then select an expiration date from the calendar.

    • To include referral information, under Additional settings, select the Users can request additional permissions from check box, and then enter a valid e-mail or Web address — for example, mailto:someone@example.com.

      By default, your own e-mail address appears in the box.

    • To require users to connect to the Internet to open content that has restricted permission, under Additional settings, select the Require a connection to verify a user's permission check box.

    • To change a user's permission, in the list of users who have permission, click the user whose access level you want to change. Under Access Level, point to the current access level for that user, click the arrow, and then select a new access level.

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Remove restricted permission from a form

  1. Open the form whose restricted permission you want to remove.

  2. On the File menu, point to Permission, and then click Unrestricted Access.

    This removes all of the restrictions that you have placed on the form.

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