Managing your workspace
Define your team structure
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.
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 →| Role | Description |
|---|---|
| Manager | Anyone 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. |
| Contributor | Anyone 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. |
| Viewer | Anyone 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. |
Invite your team and assign them a role
New users can be invited into the workspace at any time by admins, managers and contributors.- The main way to invite new users is to go to ⚙️ Settings → Users.
- From there, select Invite users and enter the email address/es of people you wish to add to your workspace. Don’t forget to assign a role based on what they will be doing in the workspace!
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.