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How to Change Your Workspace Industry and/or Role on Dashpivot Web

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

Written by Adriana De Souza

Workspace industry and role settings are used to tailor templates and recommendations in Dashpivot. These settings can be updated at any time by users with the correct permissions.

Video Walkthrough

Prerequisites

Before you begin make sure you have the following:

  • Permissions: Org Controller

  • Access to Dashpivot Web via a browser

Step-by-Step Instructions

  1. Sign in to Dashpivot Web.

  2. Open the Home Folder.

  3. Select Settings.

  4. In the General tab, locate the Industry and Role fields.

  5. Update the industry and/or role as required.

  6. Select Save Changes.

Note: Only users with Organisation Controller permissions can change the workspace industry and role.

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