On Chime, you can apply form restrictions using cohorts to control:
Who can complete the form
Who can view the completed submissions
This is especially useful for managing sensitive or confidential data, such as medical or compliance records - giving you more control over access and visibility.
Restricting Who Can Complete the Form
Go to the Forms tile
Open an existing checklist or start a new one
On the left-hand side, under Tags, you'll see a section called Cohorts
Click the Select Cohort icon
Choose your cohort(s) from the pick list (you can select more than one)
If left as Everyone, all users will be able to complete the checklist
Once selected, only the specified cohort(s) will have access to complete the form
Restricting Who Can View the Completed Form
In the same form, open up the Additional Options section on the left
Tick the box labelled Restricted
A new field will appear: Viewable by Cohorts
By default, this is set to Everyone
Click the icon to choose a specific cohort that can view submissions (e.g. “Super User Restricted”)
Only users in this group will be able to access submitted data
Final Step
When you're done setting restrictions, press Save & Close.
Your checklist will now respect both completion and viewing permissions based on the selected cohorts.
Use Case
Setting up restrictions is typically done by Super Users or Admins when creating or managing forms. It ensures that the right people complete the form, and only authorised users can view the results.
💡 Tips
Use multiple cohorts for flexible access across teams
Create a dedicated restricted-view cohort for sensitive forms