Share with web links

Create a unique web link to share data, highlights, and insights with people who aren’t users in your Dovetail workspace. Web links for data and highlights are created and enabled per object, while insight web links are enabled per project, meaning that all published insights within that project will be available to anyone with the unique web link.

Data and highlights

Create a unique web link for your data and highlights by navigating to the object and pressing Share, and enabling Share to web. Once created, click on Copy web link and share this with your team.

Published insights

To share insights with those outside your Dovetail workspace, you can create a web link. At this time, this functionality can only be enabled at the project-level and will be applied to all published insights in the project. This means that once enabled on a single insight, all published insights in the same project will be viewable to others with access to this link.

• To create a unique web link for published insights, navigate to an insight view or open a single insight and select Share in the top right.

• From there, toggle on public access and copy the unqiue web link to the insight.

If you’re on an Enterprise plan, admins can disable the ability to create web links for highlights and insights across the entire workspace.

• To do this, navigate to ⚙️ Settings → Security → Security settings and turn on Prevent users from creating web links.

In addition, if you have the HIPAA add-on on Enterprise, the ability to create web links will be disabled by default for all projects in the workspace.