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How to access the Template Editor on Dashpivot Web

Learn how to edit your Dashpivot templates using the Template Editor

Sam avatar
Written by Sam
Updated yesterday

All templates in Dashpivot can be changed, but the place to edit them depends on where they were first created:

Editing Team Folder Templates

These templates were created within a specific Team folder. They cannot be edited by Team Members, but can be edited by any Controller (Organisation, Project or Team)

  1. Go to the relevant folder & select 'All Templates' in the navigation bar on the left, under Activity, Users, Photos, Analytics and Settings

  2. Click on the relevant template(s) checkbox

  3. Click Edit Template

Editing Home Folder Templates:

These templates were created in the company Template Library, and can only be edited by organisation controllers.

  1. Go to the Home Folder

  2. Select 'All Templates' or the relevant tab of your template

  3. Click on the relevant template(s) checkbox

  4. Click Edit Template

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