How rights control payments and templates

A template is a defined set of instructions you can use for repeated payments or collections. You must have a Draft right and Manage Recipient right to create a template.

Note:  The Manage Recipient right is required to be able to create a template.

The following table illustrates how the Draft rights for each Transaction Type and the Manage Templates feature control access to payments and templates when Manage Recipients for the User (Business) or User Role (Corporate) is enabled as well:

Rights for each Transaction Type

Draft right for Transaction Type	Manage Templates assigned	Manage Templates not assigned
Draft	Create a payment for the Transaction Type where Draft is enabled. Create a template from any Transaction Type. Create a payment from any template and change any fields. Edit any template. Delete any template.	Create a payment for the Transaction Type where Draft Rights are enabled. Create a template for the Transaction Type where Draft Rights are enabled. Create a payment from any assigned template or own template and change any fields. Edit own templates for Transaction Types where Draft is enabled. Edit assigned templates for Transaction Types where Draft is enabled.
Draft Restricted	Users can create a template, but cannot draft a payment from an existing template, or draft a one-time payment.	Create a payment from an assigned template and change the date, amount, and description.

Caution:  Do not combine Draft Restricted and Manage Recipient rights, as they conflict with each other.

Note:  A user with Draft rights can create a template to access and edit the template. The only other users who can access the template are users who were granted permission to access the template in the template's Info and User Access Tab or users who have Manage Template Rights.