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Dovetail 3.0 is coming December 12 🎉
We’re transitioning to a new UI, and are in the process of updating our help documentation.
Who can use workspace roles
👤 Manager, Contributor, and Viewer roles are available on all Free, Professional, and Enterprise plans
🔒 Admin access can be granted to any role on all plans
User roles in Dovetail
In Dovetail, there are three roles that can be assigned to users in your workspace. These are Viewer, Contributor, and Manager.
| Role | Description |
|---|---|
| Manager | Anyone who will be contributing to work as well as managing the workspace, including project settings, workspace-wide tags and fields, should be added as a manager. |
| Contributor | Anyone who is conducting research through viewing, contributing, and analyzing data should be added as a contributor. This is the most common user type for people who are using Dovetail for lightweight or formal research. |
| Viewer | Anyone who will only be reading research outputs, but not editing any data, should be added as a viewer. Viewers are free to add and unlimited. |
Each user role has a different set of permissions.
| Permission | Viewer | Contributor | Manager |
|---|---|---|---|
| Can view, comment, and share projects | ✔ | ✔ | ✔ |
| Can subscribe to notifications | ✔ | ✔ | ✔ |
| Can contribute data to projects | ✔ | ✔ | |
| Can create and manage projects | ✔ | ✔ | |
| Can configure access control 1 | ✔ | ✔ | |
| Can create workspace tags & fields 1 | ✔ | ✔ | |
| Can create templates 1 | ✔ | ||
| Can add transcription vocabulary 1 | ✔ | ||
| Can edit home and feeds 1 | ✔ |
Footnotes
Invite new users to your workspace
Workspace admins can invite new users in to the workspace at any role level, while non-admin users can only invite others at a role level equal, or less than their own. For example, if you are in a Contributor role, you can invite anyone into the workspace as either a Contributor or a Viewer.
To invite anyone into your workspace, navigate to ⚙️ Settings → Users.
From there, enter the email address of one or multiple users and select Invite users. After sending the invite, they will receive a unique invite link via email along with steps to join the workspace.
Workspace admins also have the option to enable automatic account creation, which will allow anyone with an approved email to join your workspace when they create a Dovetail account.
To enable automatic account creation, navigate to Settings → Authentication.
Remove users from your workspace
Workspace admins have two options available if they need to remove a user from the workspace:
Deactivate user → If a user is deactivated, they will no longer have access to the workspace, but their account will still exist in case you wish to reactivate them later. Additionally, deactivated users will continue to appear as authors on their contributions.
Delete user → If a user is deleted, their account will be completely removed and cannot be added back. Their contributions will remain in the workspace, but they will be removed as author.
Grant admin access to users
In addition to their workspace role, workspace admins can also grant admin access to another user. Admin access will allow a user to manage billing, deactivate and remove users, manage workspace branding, manage authentication settings, and delete the workspace.
To do this, hover next to the user name, select ••• (Actions), and select Grant admin access.
FAQs
Does a workspace invite ever expire?
Yes, a workspace invite only remains active for 14 days from the date it was created.
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