EXCEL RESTRICT ACCESS

Question

Hi,

I'm intend to restrict excel document from users to edit, copy and print it. Try to click on PROTECT WORKBOOK > RESTRICT ACCESS > CONNECT TO RIGHT MANAGEMENT SERVERS AND GET TEMPLATES. But nothing happens or pop out, it is not respond at all.

Currently, I'm using Office 365 E3 plan. May I know how to fix this? 

Thanks,

Tom

PII is masked by MSFT

Answer 1

Hi Tom,

Glad to hear IRM in turn on your side in SharePoint online document library and thanks for sharing updates with us.

Regarding to your question*” How do i setting policy for example to restrict user to edit, print and save as the particular document”.*

In Excel 365 app, under Protect Document, there is an option to Restrict Accessand there you can give permission to specific people (via email addresses) the permission to just read(not edit, print, or copy) content. Click More Option for additional restrict permission e.g. user does not print content. 

**Note:**you need to insert user email address one by one in a specific workbook via this way.

If you want to restrict more and one user or in bulk, you can use IRM in SharePoint online.

Go to the list or library for which you want to configure IRM> On the ribbon, click the Librarytab, and then click Library Settings> Under Permissions and Management, click Information Rights Management> On the Information Rights Management Settingspage>Add a permission policy description box> click Show Options.

For you reference: Apply Information Rights Management (IRM) to a list or library.

Best Regards,

Waqas Muhammad

Answer 2

Hi Waqas,

I have manage to turn on the IRM for my sharepoint. How do i setting policy for example to restrict user to edit, print and save as the particular document.

This is the setting that I have,