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Belong to multiple workspaces at once

Workspaces contain projects, users, and billing and you can belong to multiple at the same time.

Workspaces contain projects, users, and billing. You can belong to multiple workspaces at the same time with one user account. You can also switch between workspaces instantly without needing to log out and log back in.

The multiple workspace feature is designed for agencies and consulting firms who work with multiple clients, and want to keep all data and users separate between clients.

Get invited to a workspace

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:

  1. Ask someone in the workspace to invite you to the workspace.
  2. Check your email inbox for an invite email from us.
  3. Click the Accept invite button to accept the invite.

If you don’t already have a Dovetail account, you’ll be prompted to set your name and a password in Dovetail when you accept the invite.

If you do already have a Dovetail account and you’re in a different workspace already, you’ll be taken to the workspaces page, where you can click Join to join the workspace.

Join other workspaces

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.

  1. Open the profile menu in the bottom left of the screen.
  2. Click Workspaces.
  3. Under Other workspaces, click Join to join other workspaces.

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.

Switch between workspaces

Once you’re in more than one workspace, you can switch workspaces instantly:

  1. Open the profile menu in the bottom left of the screen.
  2. Click Workspaces.
  3. Click the workspace you want to switch to.

Create a new workspace

You can create your own workspace at any time. Note that billing is at the workspace-level.

  1. Open the profile menu in the bottom left of the screen.
  2. Click Workspaces.
  3. Click New workspace.

Leave a workspace

To leave a workspace:

  1. Open the profile menu in the bottom left of the screen.
  2. Click Workspaces.
  3. Click the workspace you want to leave.
  4. Click Settings.
  5. Click Users.
  6. Next to your name, open the menu and click Remove from workspace.

Note: Workspaces must have at least one admin, so it is not possible to remove the last user from a workspace. Please contact us to delete a workspace.

2 minute read
Updated 4 Jun 2019

Authors

Benjamin Humphrey

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