How to: Limit Access to Invoice Template and Database
Password-Protecting an Invoice Template
Adding a password to your invoice template is an easy way to keep your data safe from unauthorized users.
- Open your invoice template.
- Click Excel menu and select .
- When the dialog box appears, click the tab.
- Next, type your password in the field. If you want to make your password harder to break, click the button and choose from a variety of encryption methods.
- Back in the dialog box, click to set the password. Excel asks you to reenter the password to confirm it.
- Save the invoice template by clicking Excel menu .
In Excel 2000, you can set the password by the following steps: Click Excel menu-> , select -> when the dialog box appears. Enter your password in the field.
To encrypt your template and set a password to open it:
- Click the button , point to , and then click .
- In the
Password can be up to 255 characters. By default, this feature uses AES 128-bit advanced encryption. Encryption is a standard method used to help make your file more secure.
box, enter a password, and then click .
- In the box, type the password again, and then click .
- Save the file to apply the password to the template.
Restricting Access to Database by Removing Buttons from Invoice Template
You can remove certain buttons from the invoice template so that, for example, a user of the template can only save new invoices, but will not be able to edit or delete existing invoices. To delete a button from the invoice template:
- Unprotect the Invoic worksheet. (How?)
- Switch to design mode.(How?)
- Click to select a button control.
- Hit key on your keyboard.
- Exit design mode.
- Protect the invoice template.
- Save the template file by clicking Excel menu -> in Excel 2003, or by clicking button -> in Excel 2007, or by clicking -> in Excel 2010.