Getting started with Backstage

Manage participants with People
Create peopleFilter by people and person field values in search
Manage fields on PeopleReferencing people in DovetailDownload People
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Help homeBackstageGetting started with Backstage

Manage participants with People

Backstage allows you to track and manage your interview participants with our feature called People. People can be attached to notes and insights, providing traceability of your interactions with each research participant.

People have ‘person fields’ that allow you to segment your participants for search and analysis purposes. Person fields are very flexible, however most of our customers use them to capture demographic information (like participant name, age, location), contact details (like email address or phone number), and metadata (like interview date or persona type). People are available to your entire workspace and are not specific to a project.

Create people

The people table is accessible from the primary navigation in your workspace. This table allows you to create, edit, sort, filter and search through your participants.

To create a single person:

  1. Click Add person.

  2. Enter the name of the person, or how you would like them to be referred to.

  3. Optionally, upload a photo or add a Dove-atar.

To create multiple people at once:

  1. Click the Actions menu (•••) in the top right.

  2. Select import.

  3. Upload your csv file containing a list of your people, following our manual import guidelines.

  4. Choose how you want to manage duplicate people on import.

  5. To add some character to People in your workspace, you can bulk apply Dove-atar profile pictures by using the check boxes to selecting people and clicking Randomize profile picture.

You can filter search results by specific people or the values you’ve stored in person fields in search. See this help article for information on searching in Dovetail: Search and filter data and tags.

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Authors

Brian Swift

Head of Product

Chloe Blattmann

Product Manager

Article info

Last updated 24 March 2022
2 min read

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