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How do I share my projects with others?

Invite other people to your workspace in workspace settings or turn on insights public access.

Invite other users to your workspace

You can invite other people to your workspace to share your project data, tags, highlights, and insights. If you’d like to control what projects they can view and edit, please see the help article Control who can view and edit projects.

Note: You can only invite other people as the same role or lower than yourself. For example, if you’re a User, you can only invite people as Users or Viewers.

  1. Click the workspace name in the top left.
  2. Click Settings in the sidebar.
  3. Click the Users tab.
  4. Type one (or many) email addresses in the input.
  5. Open the role select menu and choose Admin, User, or Viewer.
  6. Click Send invite.

Enable domain-restricted sign up

Domain-restricted sign up makes it easy for your colleagues to join your workspace without needing an invite. Learn how to enable domain-restricted sign up.

Enable insights public access

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

  1. Open a project.
  2. Click Insights in the sidebar.
  3. Click Share in the header.
  4. Click Public access.
  5. Click the Copy to clipboard button.
  6. Send the copied URL to someone.

Share notes, tags, and insights from your project via email

Share your project notes, tags, insights and your project readme with any user.

  1. Open a note, tag, insight, or your project readme.
  2. Click Share in the header.
  3. Type a user’s name.
  4. Optionally, type a personal message. This will be included in the email that is sent.
  5. Click Send.

Your recipients will receive an email with a summary of the note, tag, insight or readme, along with a personal message if it was provided.

1 minute read
Updated 3 Oct 2019

Authors

Kai Forsyth

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