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A step-by-step guide to saving charts as Templates

Save a Chart as a Template

A step-by-step guide to applying Templates to charts

Apply a Template to a Chart

A step-by-step guide to editing GEMS Charting Templates

Modify a Chart Template

A step-by-step guide to deleting GEMS Charting Templates

Delete Chart Templates

Work with chart templates

Create a custom design with text, images, and links

CORE 2026

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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