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

Define your team structure in Dovetail

Learn about workspace roles, inviting your team, and organizing users in Dovetail.

Last updated17 November 2024

Duration3 min

Streamline authentication to Dovetail

Learn about key authentication methods and how to enforce them for your workspace.

Last updated21 October 2024

Duration6 min

Assign access across the workspace

Learn how to ensure that the right people have access to the right data across your workspace.

Last updated13 November 2024

Duration6 min

Manage PII in your workspace

Learn how to automate the deletion data in Dovetail to maintain compliance with relevant data privacy regulations.

Last updated12 November 2024

Duration4 min

Customize home for the stakeholder experience

Learn how to customize home to help guide the stakeholder's experience in Dovetail.

Last updated21 October 2024

Duration7 min