Files with Template Restrictions, but Without Passwords

There are three Save Template restrictions: Financial Accounts, Time Periods, and Report Definitions. Files created from templates using these restrictions inherit them.

  • Financial Accounts restricts Customizing, Subaccounting, Funding Options, and User-Defined Accounts.

  • Time Periods restricts manipulation of time periods.

  • Report Definitions restricts insert, delete, and formatting on reports.

If files containing these restrictions are converted and do not require passwords, these restrictions to control the file until access control is created for those files.

When at least one access group is established, Save Template are restrictions are overwritten by access control. When files convert, the restrictions remain, but only the default access group exists. Default access groups can change access levels in files.