> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Templates

> Create, edit, duplicate, share, and delete organisation and system dashboard templates at /settings/dashboard-templates.

The Dashboard Templates admin page (`/settings/dashboard-templates`) lets administrators manage the full library of dashboard layout templates available to users in their organisation, including organisation-owned templates and read-only system templates.

## Overview

The page requires `pf.dashboard.admin` permission, enforced by an inner `RequirePermission` guard that shows a `ShieldAlert` fallback on denial. The page is split into two `DataTable` sections: **Organisation Templates** (type `org`, fully editable) and **System Templates** (type `system`, clone-only). Organisation templates support edit, share, duplicate, and delete actions. System templates can only be cloned into the organisation's template library. The template editor dialog (`TemplateEditorDialog`) handles both create and update flows; a share dialog (`DashboardShareDialog`) manages sharing options for a selected template.

## Who it's for

Requires permission `pf.dashboard.admin`.

## Before you start

* You must hold `pf.dashboard.admin` to reach this page; non-admins see an access-denied message.
* An organisation must be active; the page renders a loading skeleton until `currentOrganization` is available.

## Steps

<Steps>
  <Step title="Open Dashboard Templates">
    Navigate to `/settings/dashboard-templates`. The page lists organisation templates at the top and system templates below.
  </Step>

  <Step title="Create a new template">
    Click **Create Template** in the top-right corner. The `TemplateEditorDialog` opens with empty fields.
  </Step>

  <Step title="Edit an organisation template">
    In the Organisation Templates table, open the row action menu and choose **Edit**. The editor pre-fills with the template's existing configuration.
  </Step>

  <Step title="Duplicate a template">
    Choose **Duplicate** from a row's action menu. A copy is created with the name suffix "(Copy)" and type `org`.
  </Step>

  <Step title="Share a template">
    Choose **Share** from the action menu to open `DashboardShareDialog` for the selected template.
  </Step>

  <Step title="Delete a template">
    Choose **Delete** from the action menu and confirm the dialog. Users who previously applied the template retain their current dashboard layout.
  </Step>

  <Step title="Clone a system template">
    In the System Templates table, click the clone icon for a template to copy it into your organisation's template library.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Template types">
    `org` templates are owned and editable by the current organisation. `system` templates are platform-provided and read-only; they can only be cloned.
  </Accordion>

  <Accordion title="Target roles">
    When a template has no `target_roles`, it is shown as "All" and is available to all users. Role badges show the configured roles.
  </Accordion>

  <Accordion title="Usage count">
    The **Usage** column shows how many times the template has been applied by users in the organisation.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/platform.tsx
  * src/platform/dashboard/pages/DashboardTemplatesAdmin.tsx
  * src/platform/dashboard/hooks/useDashboardTemplates.ts
</Accordion>