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Dovetail provides you with the features and flexibility to manage organization-wide customer understanding. In this lesson, we’ll discuss the most important features for you to get started managing access in a way that reflects the way your team works together and how you can set up a team to work alongside, but not connected to, other teams within a workspace.

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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 →
RoleDescription
ManagerAnyone who will be contributing to work as well as managing the workspace, including project settings, workspace-wide tags and fields, should be added as a manager.
ContributorAnyone who is conducting research through viewing, contributing, and analyzing data should be added as a contributor. This is the most common user type for people who are using Dovetail for lightweight or formal research.
ViewerAnyone who will only be reading research outputs, but not editing any data, should be added as a viewer. Viewers are free to add and unlimited.
Please note that Viewers are only available on certain legacy plans and on our Enterprise plan.

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Invite your team

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Invite via email You can invite new users to your workspace from the **Users **settings page. Current Professional plans
  1. Navigate to ⚙️ Settings → Users.
  2. Enter the email address of one or more users.
  3. Select Invite users.
Once invited, the user will receive an email invitation to join your workspace.

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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 at a role 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.
To invite a user:
  1. Navigate to ⚙️ Settings → Users.
  2. Enter the email address of one or more users.
  3. Select Invite users.
Fort hese workspaces, you will also need to **assign a role **to the user before sending the invite.

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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. Workspaces on our Enterprise plan can automatically create user groups, provision, manage, and deactivate users by enabling SCIM provisioning. Learn more about setting up SCIM for your workspace →