Workspaces contain projects, users, and billing. You can belong to multiple workspaces at the same time, with different accounts, and switch between them.
Dovetail’s multiple workspace feature is designed primarily for agencies and consulting firms who work with multiple clients and want to keep all data and users separate between clients. Each workspace is completely separate.
The most common way for people to join a workspace is to ask someone who’s already in the workspace to send you an email invite:
In some cases you’ll be able to add yourself to workspaces that you’re eligible to join. Your eligibility to join a workspace without an invite depends on your email address and the configuration of the workspace. Learn more about domain-restricted sign up.
When you join another workspace you’ll assume the Viewer role. In order to make changes to the workspace you’ll need someone in the workspace to update your role to User or Admin. Learn more about managing user roles.
Once you’re in more than one workspace, you can switch between your workspaces by logging in to another workspace. You can be logged in to multiple workspaces at the same time, so you don’t have to enter your password every time.
You can create your own workspace at any time. Note that each paid subscription is only for one workspace. When you create a new workspace, you’ll be starting a new free trial.
To leave a workspace:
Note: Workspaces must have at least one admin, so it is not possible to remove the last user from a workspace. If you’re the last user, you can delete your workspace instead.
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