Managing your insights hub
This course is for admins and managers of Business and Enterprise workspaces. Manage your organization's insight hub seamlessly by learning how to streamline authentication, assign access to content, and customize your workspace.
Lessons
Prepare to onboard your team
Learn about key steps to cover when preparing to bring others into the workspace.
Streamline authentication to Dovetail
Learn about key authentication methods and how to enforce them for your workspace.
Set up user groups
Learn how to group users to assign bulk access to data across the workspace.
Assign access to content across the workspace
Learn how to ensure that the right people have access to the right content across your workspace.
Personalize your workspace
Learn how to add your brand to your Dovetail workspace.
Customize home for the stakeholder experience
Apply what we've learned to customize home to help guide the stakeholder's experience in Dovetail.
Enforce data retention periods
Learn how to automate the deletion data in Dovetail.
Audit your workspace's tags
Learn about how to set up and maintain an organized taxonomy to share in your workspace.