Edit a Sitemate Link in Dashpivot to update its name or adjust the templates associated with the link. This allows you to manage access without creating a new link.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Team Controller, Project Controller, or Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Navigate to the relevant Team folder.
Hover over the Sitemate Link you want to edit.
Click the pencil icon (Edit) that appears.
Edit the link name directly in the text field, if required.
Unselect or reselect the relevant templates using the checkboxes on the left-hand side.
Click Generate Link to save your changes.
The existing URL and QR code will remain the same. The next time the link or QR code is accessed, the updated details will appear.