Forms & Data Collection

How to Restrict User Access to a Form

Overview 

You can control which users can access a form, both for the whole form and for individual rows within it. After enabling Restrict User Access you choose how to restrict and who the form is visible to, and you can repeat this at the field-row level to hide or show specific rows for specific users. This lets a single form serve different users while showing each only what they should see. 

Before You Start

You need access to the Forms area and permission to edit forms. Decide who should access the whole form and whether any individual rows need their own, tighter restrictions. 

How to Restrict User Access to a Form

  1. From the left navigation menu, select Forms. 
  1. Click the Form icon in the upper-right corner. 
  1. Click the plus (+) icon to create a form, or the pencil icon to edit one. 
  1. If you are ceating a new form, fill all the required fields. 
  1. Check Restrict User Access to limit which users can access the form. 
  1. Click Restrict By and choose how to restrict access. 
  1. Click Save to store the form. 

Tips and Things to Know

  • You can restrict the whole form and also individual rows within it. 
  • Restrict By plus Visible To define exactly who can access each part. 
  • Row-level restrictions let one form serve different users appropriately. 
  • Save after configuring both the form-level and row-level settings. 

Frequently Asked Questions

Yes. Use the pencil icon on a row to set its own Restrict User Access, separate from the whole form.

Enable Restrict User Access, set Restrict By, and pick users in the Visible To list.

So one form can serve different users while showing each only the rows they should see.