Template types

Scope

Level	Owned by	Edited by	Visible to
KODE / Global	KODE Labs	KODE Admins only	Every workspace (read-only)
Organization	Organization or channel partner	Org Admins, or Manage Templates	Everyone in that organization

Action	Org Admin / Manage Templates	KODE Admin
Create, edit, delete org template	Yes	Yes
Create, edit, delete global template	—	Yes
Use, share, or import	Yes	Yes

Object types

Type	Captures	Saved under	Used from
Collection	A group of dashboards	Organization Templates	Templates → Collection Templates
Dashboard	One dashboard	Organization Templates	Templates → Dashboards
Chart	One widget	Charts – Organization Templates	Edit mode → Chart Library
Page	One page (widgets, layout, filters, settings)	Page Templates / Pages tab	Inserts at end of the current dashboard’s pages

Page templates require Can Edit. Card ⋮ menu supports Edit, Export (24-hour link), and Delete. Import auto-detects page type.

Action	Details
Share / Export	⋮ → Share Template. Secure URL expires after 24 hours.
Import	Templates page → Import. Clones into Organization Templates with full local edit rights.

Action

Details

Share / Export

⋮ → Share Template. Secure URL expires after 24 hours.

Import

Templates page → Import. Clones into Organization Templates with full local edit rights.

Building Data Hub dependencies

Some templates need Building Data Hub pipelines.

Step	Detail
Set Dependencies	On save: data sources (required), pipelines (required for BDH metrics), canonical and ontology fields (optional)
Dependency Map	Collections schedule a shared pipeline once
Enable	Side sheet lists pipelines; Enable opens Building Data Hub with scheduling pre-filled

Portfolio dashboard template use prompts for a timezone (UTC if omitted). Building-level dashboards inherit the building timezone.

Choose independent copies versus governed parity.

Scope