Join thousands of product people at Insight Out Conf on April 11. Register free.

Learn
Help docs
Get in touch

Go to app
Log inTry for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers9
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyManaging your insights hubLesson

Streamline authentication to Dovetail

Dovetail offers multiple ways to authenticate to a workspace to help your team stay secure, save time, and collaborate with ease.

Admins of Business and Enterprise workspaces can choose what methods users can use to sign up, and log in to their workspace by navigating to ⚙️ Settings > Authentication.


Authentication methods

By default, a user can sign up and log in to a workspace with:

  • Password - Use email address and create password for log in.

  • Google - Use your Google account email address and password for log in for sign up and log in to Dovetail

  • Microsoft - Use your Microsoft account email address and password for sign up and log in to Dovetail.

Business and Enterprise workspaces have an additional authentication method available.

  • SSO via an identity provider - Use your identity provider for sign up and log in to Dovetail.

Admins can enforce which of these methods users can use to sign up and log in to their workspace by navigating to ⚙️ Settings > Authentication.


Enforce log in via your identity provider

It is common for organizations to use an SSO identity provider to delegate appropriate access, consolidate daily-use apps, and streamline authentication and provisioning for teams.

If you are currently using SSO at your organization, learn how to activate SSO for your Dovetail workspace.

Once activated, you can enforce SSO as the only log in method for all users.

  • To do this, open ⚙️ Settings > Authentication.

  • First, ensure your organization's email domain is added under Allowed email address domains.

  • From there, navigate to Authentication methods and toggle off Password, Google and Microsoft while leaving SSO via identity provider toggled on.

If you’re unsure whether this is required for your workspace, reach out to your company’s IT or security team and share our SSO set-up guide with them.


Enforce log in via Google workspace

If you are currently using Google workspace at your company, sign up and log in via Continue with Google.

Once activated for your account, you can enforce Google as the only log in method for all users.

  • To do this, open ⚙️ Settings > Authentication.

  • First, ensure your organization's email domain is added under Allowed email address domains.

  • From there, navigate to Authentication methods and toggle off Password and Microsoft while leaving Google toggled on.


Enforce log in via Microsoft

If you are currently using Microsoft at your company, sign up and log in via Continue with Microsoft.

Once activated for your account, you can enforce Microsoft as the primary log in method for all users.

  • To do this, open ⚙️ Settings > Authentication.

  • First, ensure your organization's email domain is added under Allowed email address domains.

  • From there, navigate to Authentication methods and toggle off Password and Google while leaving Microsoft toggled on.

🎓 Homework

Discuss internally how you want people from your organization logging in to the workspace. From there, enforce your organization's preferred log in method in Authentication settings.

Set up log in


Business and Enterprise
Configure single sign-on (SSO)
Settings
Authentication settings
Emily Brogan

Customer Education


Next lesson

Set up user groups

Set up user groups

Last updated14 November 2023
Duration7 min

Your customer insights hub

Turn data into actionable insights. Bring your customer into every decision.

Try for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers9
Legal

© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started with a free trial


or


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy