Lesson 1: Define your team structure in Dovetail

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 manage 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.

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 →

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.

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.

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 →