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How to edit a template on Dashpivot Web
Sam avatar
Written by Sam
Updated over a week ago

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.

  1. Go to the relevant folder & select the Templates tab at the top

  2. Click on the relevant templates 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. Click on the Template Library tab at the top

  3. Click on the relevant templates checkbox

  4. Click Edit Template

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