Setting message restrictions

Message restrictions, or permissions, let you restrict who can view your e-mail messages and what they can do with them (for example, can the message be forwarded?). This feature, which is applicable to all Office documents as well as e-mail messages, is part of Information Rights Management, or IRM.

IRM is based on the concept of credentials. To create rights-restricted content, such as an e-mail message, you must possess appropriate credentials to associate with the message. The recipient must also possess the appropriate credentials to view or take other actions with the content.
IRM requires that both the creator and the recipient of restricted content be subscribed to an IRM server.

Many people use the Windows Right Management (WRM) service, which at present is free (but with no guarantee that Microsoft will continue the service indefinitely). WRM uses .Net Passport as a means of verifying identities and validating credentials. Some companies use their own IRM server or one provided by a third party.

The steps described in this section assume that you have a rights management client installed on your computer and have set up the necessary credentials.

By default, e-mail messages are created with no restrictions. You can add a Do Not Forward restriction by clicking the Permissions button on the Message ribbon and selecting Do Not Forward from the menu. This button is displayed only if you are set up for IRM. This restriction permits recipients to view the message if they have the required credentials, but not to forward, print, or copy the message. You may be asked which credentials to use for this message (an individual can possess multiple credentials).

When a message you are composing is restricted, it displays a banner below the Ribbon describing the restrictions, as shown in Figure 27-44.
If you attach a document, workbook, or presentation to a message, the restricted permissions of the message are applied to the attachments as well. If the attachment has already had restrictions set in the originating
program (Word, Excel, or PowerPoint), those restrictions also remain in effect.

FIGURE 27-44
A message that has restrictions applied displays a notification of that fact below the Ribbon.

You may also have custom restrictions available to you. In a company, the IT department may have defined a restriction level that restricts contents to people on the company network. Your IT person can provide you with information on custom restrictions if they are in use in your organization.

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