Assign access rights to Sitecore Form folders

Abstract

Specify the location of form items.

Sitecore Forms lets you specify where you store form items. The location of form items can be important for security reasons or if you want to structure data in a more useful and logical manner. For example, if you have a marketing team that operates in different regions, you might want to create separate folders for each team and prevent them from viewing each other's forms.

To give access to a specific folder, you use Sitecore roles. By default, the form items that make up web forms are stored in the /sitecore/Forms section of the Content Editor.

To create the folders and assign folder access rights:

  1. In the Content Editor, go to sitecore/Forms, right-click the Forms folder and then click  Insert, Folder.

  2. In the Message dialog box, enter a name and click OK.

  3. In the content tree, click the folder for which you want to assign security and, on the Content tab, in the Security section, click Assign security.

    Assigning folder security
  4. In the Assign Security Rights dialog box, in the Roles and users field, click Add to select a role or user and click OK

  5. In the Permissions field, click a permission to enable it. A green check mark indicates a permission is enabled. Click the X to disable the permission. A red X indicates the permission is denied. In the following example, Read and Write permissions are granted while Rename and Delete permissions are denied.

    Security Rights dialog box showing permissions granted and those denied.

    Note

    If you assign the user access to only one folder, when the user saves a form the folder name is not displayed in the Save as dialog box. If you assign the user access to more than one folder, the Forms folder structure is displayed when saving a form from the Forms dashboard and the user must select a specific folder in which to save the form.