---
title: How do Private Forms work?
description: This article will summarize how private forms function in Corfix and how you can set them up to fit your company's security requirements.
---

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September 26, 2025

# How do Private Forms work?

## This article will summarize how private forms function in Corfix and how you can set them up to fit your company's security requirements.

### Managing Private Forms in Corfix

#### What Are Private Forms?

Private forms give you more control over who can see sensitive information.

- When a form is marked **Private** at the template level, only the following people can view it:
  
    - The **form creator**
    - The **form’s signers**
    - User's with the **Admin Access** permission.
    - Users who have the **Can View All Private Forms** role permission enabled

This ensures that private forms stay restricted to the right audience.

---

#### Enabling Private Forms on a Template

1. Go to **Templates**.
2. Open the form template you’d like to make private (e.g., *Incident Report*).
3. Select the **Show Options** button.
4. Toggle **Make Form Private** to **On.**
   
     - All new forms created from this template will now be private by default.

---

#### Controlling Access with Role Permissions

Access to private forms can also be managed at the **Role** level through the **Can View All Private Forms** permission, found under **View Forms** section.

- **When enabled:** Users in this role can see *all* private forms, regardless of who created or signed them.
- **When disabled:** Users in this role can only see private forms they created themselves or where they are a signer, or if they have the Admin Access role toggled on.

### Best Practice for Setup

1. Review your existing roles under **Roles → View Forms**.
2. Toggle **Can View All Private Forms**:
   
     - **Off** for general roles (to prevent broad access).
     - **On** only for roles where users must see all private forms.

### Example: Restricting Access to a Specific Pair

- If only you and a small group should see all private forms:
  
    - Check if there’s already a role that includes just this group.
      
          - If yes → enable **Can View All Private Forms** only for that role.
          - If no → duplicate the **Admin** role—this lets you quickly create the same role without starting from scratch. In the duplicate role, turn the permission **On**, and assign it only to the specific group of workers who require access and rename the role as needed.
    - In the original **Admin** role, toggle the permission **Off** to prevent unnecessary visibility for others.

---

#### Summary

- **Template Level:** “Make Form Private” controls whether forms created from that template are private, signers on the form and admins can see these forms.
- **Role Level:** “Can View All Private Forms” controls *who* can see those private forms across the company. Even if a user has admin access but doesn't have “Can View All Private Forms”, they will not see the form.

By combining these two settings, you can keep sensitive data visible only to the right people.

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