Managing your insights hub

This course is for research ops teams in charge of administering 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.

Last updated21 September 2023

Duration6 min

Streamline authentication to Dovetail

Learn about key authentication methods and how to enforce them for your workspace.

Last updated21 September 2023

Duration6 min

Set up user groups

Learn how to group users to assign bulk access to data across the workspace.

Last updated14 November 2023

Duration7 min

Assign access to content across the workspace

Learn how to ensure that the right people have access to the right content across your workspace.

Last updated26 February 2024

Duration6 min

Personalize your workspace

Learn how to add your brand to your Dovetail workspace.

Last updated21 September 2023

Duration5 min

Customize home for the stakeholder experience

Apply what we've learned to customize home to help guide the stakeholder's experience in Dovetail.

Last updated20 September 2023

Duration7 min

Enforce data retention periods

Learn how to automate the deletion data in Dovetail.

Last updated5 September 2023

Duration4 min

Audit your workspace tags

Learn about how to set up and maintain an organized taxonomy to share in your workspace.

Last updated20 October 2023

Duration30 min