What are workspace roles?
There are three ways a person can interact with Dovetail. They can be a manager, a contributor, or a viewer. View a breakdown of permissions per role →Please note that Viewers are only available on certain legacy plans and on our Enterprise plan.
Invite your team
Invite via email You can invite new users to your workspace from the Users settings page. Current Professional plans- Navigate to ⚙️ Settings → Users.
- Enter the email address of one or more users.
- Select Invite users.
Legacy Professional and Enterprise workspaces User invitation permissions depend on your role:
- Admins can invite users at any role level.
- Non-admin users can only invite others to roles equal to or lower than their own.
- For example, if you are a Contributor, you can invite users as either a Contributor or a Viewer.
- Navigate to ⚙️ Settings → Users.
- Enter the email address of one or more users.
- Select Invite users.
Set up user groups
User groups are an easy way for managers and contributors to securely manage access to data across the workspace without having to divide your people into different workspaces. They are created and managed by admins. Most organizations create user groups to reflect teams of people who should have the same level of access to data. Structure user groups by functional teams or any meaningful group of people in your organization so you can set varied and granular permissions for whole teams.- To create a new user group, go to ⚙️ Settings → User groups.
- From there, you can add and manage individual users in the group.