Managing your insights hub
This course is for those managing their workspace. Ensure your insights hub is secure and compliant by learning how to streamline user authentication, organize teams, assign access, and manage PII in your workspace.
Lessons
Lesson 1: Define your team structure in Dovetail
Learn about workspace roles, inviting your team, and organizing users in Dovetail.
Last updated3 February 2025
Duration3 min
Lesson 2: Streamline authentication to Dovetail
Learn about key authentication methods and how to enforce them for your workspace.
Last updated3 February 2025
Duration6 min
Lesson 3: Assign access across the workspace
Learn how to ensure that the right people have access to the right data across your workspace.
Last updated11 February 2025
Duration6 min
Lesson 4: Manage PII in across Dovetail
Learn how to automate the deletion data in Dovetail to maintain compliance with relevant data privacy regulations.
Last updated3 February 2025
Duration4 min
Lesson 5: Customize home for the stakeholder experience
Learn how to customize home to help guide the stakeholder's experience in Dovetail.
Last updated11 February 2025
Duration7 min
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