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Share published insights with people who don’t have a Dovetail account

Illustrated screenshot of Insight public access.
Published
4 April 2019
Content
Benjamin Humphrey

Insights public access is here and all you need to do is just share a link.

This new feature is perfect for sharing research outputs with clients or with people in your organization who don’t yet have a Dovetail account. Public access can be enabled / disabled on a per-project basis. When public access is enabled, all published insights in the project will be available to anyone who has the link.

Together with our recently released multiple workspaces feature, Dovetail is now better than ever for agencies and consulting firms who work with more than one client at a time.

To enable public access to insights for a project, navigate to that project, click Insights, then click Share near the top right corner of the screen. A dialog will open and you can toggle public insights on or off:

Screenshot of the share dialog for insights.
Screenshot of the share dialog for insights.

Copy the link in the dialog and send it to whoever you like. When they visit the link, they’ll see an overview of all published insights in presentation mode, and be able to navigate through the insights at their leisure:

Screenshot showing the insights in presentation mode.
Screenshot showing the insights in presentation mode.

When someone clicks an insight or starts to navigate through all of the insights with the left (←) or right (→) arrows, they’ll be able to read a single insight and scroll down to see the references (user quotes, notes, tags, or media) that support the insight:

Screenshot showing a single insight in presentation mode.
Screenshot showing a single insight in presentation mode.

Insights public access is available to all customers now.

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