© Dovetail Research Pty. Ltd.
TermsPrivacy PolicyThere are three ways a person can interact with Dovetail. They can be a manager, a contributor, or a viewer.
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. |
View a breakdown of permissions per 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!
Admins can invite new users into the workspace with any role assigned to them. Non-admins can only invite new users into a role equal to, or less than their own.
Invite a core group of users into Dovetail! Encourage them to complete our Getting started in Dovetail course and host a training session to walk-through what they will find in your workspace.
Invite your teamCustomer Education
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