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How to deploy a template on Dashpivot Web

Erin Clazie avatar
Written by Erin Clazie
Updated yesterday

Deploying a template means you'll be able to allocate & use that template across multiple folders within your workspace.

This allows you to have full control on which project/team folders can access that template & any updates/edits made to the template will automatically reflect in the folder(s) it's deployed to (meaning you won't need to re-deploy).
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This can be done from the home folder by organisation controllers or from within a project by project/team controllers
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(If you don't have this permission please contact your account owner)

Option 1: Home Folder deployment (Organisation controllers only)
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​Steps:

  1. Go to the Home Folder, then click Template Library

  2. Select the checkboxes of the template(s) you wish to deploy

  3. Click 'Deploy'

    1. Note: If only one template is selected, click 'Manage Deployment'

  4. Click on the folder(s) you'd like to allocate the template(s) to

  5. Click 'Apply Changes'

Option 2: Team Library deployment (Project & Team Controllers only)

  1. Go into the required team folder

  2. Select 'All Templates' in the top right corner of the screen (if you do not see this green button you do not have the correct user permissions, which should be: Organisation Controller, Project Controller or Team Controller)

  3. Select Insert from your "$YourBusinessName" (in the example below, 'Sitemate Example Account' library)

4. Select the required templates. Click 'Add to folder'

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