Updated June 4, 20192 minute read

Manage users in your workspace

People can be invited to workspaces, which contain projects.

In this article

In Dovetail, people and projects are contained inside workspaces. When you sign up for the first time, we’ll create a new workspace for you. Anyone can invite people to a workspace, but only the workspace admin can remove people or change the admin.

Invite people to your workspace

You can invite other people to your workspace to share your projects. If you’d like to control what projects they can view and edit, read the help article Control who can view and edit projects.

To invite other people:

  1. Click the workspace name.
  2. Click Settings.
  3. Click the Users tab.
  4. Type an email address in the input.
  5. Click the menu and choose (Admin, User, or Viewer).
  6. Click Send invite.

When selecting a role, the options are limited based on your own role.

Remove people from your workspace

Only workspace admins can remove people from the workspace. As the workspace admin, follow these instructions:

  1. Click the workspace name.
  2. Click Settings.
  3. Click the Users tab.
  4. Next to a person, open the menu.
  5. Click Remove from workspace.

Update access roles

Within a workspace, each person is assigned a role of either Admin, User, or Viewer. Depending on their role, they can change the role for other people in the workspace:

  • Admins can change anyone’s role.
  • Users can promote a Viewer to a User.
  • Viewers cannot make any changes.

To update a person’s role, follow these instructions:

  1. Click the workspace name.
  2. Click Settings.
  3. Click the Users tab.
  4. Find the person you’d like to change.
  5. On the right, click the menu to change their role.

Leave a workspace yourself

To leave a workspace you’re in:

  1. Click the workspace name.
  2. Click Settings.
  3. Click the Users tab.
  4. Next to yourself, open the menu.
  5. Click Remove from workspace.

Workspaces must have at least one admin, so the last person in a workspace will not be able to leave that workspace.

If the admin has left the organization

Please contact us to change the admin if they’ve left your organization.

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