The recommended way to control access to forms is by using different teams or channels. Forms built within a team are only accessible to users of that team. Additionally, forms within a team can also be assigned to different channels to control the visibility of the form. This means that users accessing Team Forms via a channels tab will only see the forms assigned to that specific channel.
All forms and submissions are stored as files within your team's SharePoint site. This means that permission/access to individual forms and their responses can be controlled using standard SharePoint document permissions. SharePoints document permissions are enterprise-grade and highly configurable, allowing you to build out complex permissions models to suit your organisation's requirements. Please refer to the official Microsoft documentation for more in-depth detail on what is possible.
Restrict access to forms within a team
The recommended way to control access to forms is using teams and channels however in some circumstances it may be desirable to control what forms people see within a team. The example below shows how to limit access to specific forms within a team to a group of users (e.g. managers).
Open the SharePoint site for the team containing your forms.
First, we will set up a special group in SharePoint for the people who will be allowed to access these forms. We can do this by navigating to
Site Permissions → Advanced Permissions
.Now select "Create Group" and name it "Managers" and assign this group the "Design - Can view, add, update, delete, approve, and customize" permission level. Finally, Press Create.
Now add users to the group who require access to the management forms
Next open
Site contents → Team Forms → Form Config
. This is the document library containing all the Forms.Locate the folder for the form you want to restrict access to. Click the three dots icon and
Manage Access → Advanced
.Click "Stop Inheriting Permission" and remove edit access from all other groups except
Owners
andManagers
.
Congratulations! Only specific managers can now see and access that form. You can also move multiple forms into a folder and use the method described above to control access to all forms in that folder.