Bring your team in

There are three ways a person can interact with Dovetail. They can be a manager, a contributor, or a 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.

• 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.

• Anyone who will be doing all of the above as well as managing the workspace, including project settings, workspace-wide tags and fields, should be added as a

  manager.

View a breakdown of permissions per role →

New users can be invited into the workspace at any time by admins, managers and contributors. 

• The main way to invite new users is to go to ⚙️ Settings > Users.

• From there, select Invite users and enter the email address/es of people you wish to add to your workspace. Don't forget to assign a role based on what they will be doing in the workspace!

Admins can invite new users into the workspace with any role assigned to them. Non-admins can only invite new users into a role equal to, or less than their own.