Skip to main content

How to change your workspace industry and/or role on Dashpivot Web

Learn how to change your industry and role on your Dashpivot workspace

Erin Clazie avatar
Written by Erin Clazie
Updated today

Adding your relevant Industry & Role details into Dashpivot will help provide you with a tailored selection of our free templates.

When browsing through our public template library, the Industry/Role will be pre-selected for you, making it quicker & easier to search for relevant documentation.

Note: You will still be able to adjust the selection when using the public library.

Steps:

1. Go to the Home Folder

2. Click on Settings

3. In the General Tab, under Workspace Settings, select the dropdown fields next to Industry and Role to update your preferences

4. Click 'Save changes' at the bottom of the page, when finished

Video Walkthrough:

Did this answer your question?