People can be invited to workspaces, which contain projects.
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.
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:
When selecting a role, the options are limited based on your own role.
Only workspace admins can remove people from the workspace. As the workspace admin, follow these instructions:
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:
To update a person’s role, follow these instructions:
To leave a workspace you’re in:
Workspaces must have at least one admin, so the last person in a workspace will not be able to leave that workspace.
Please contact us to change the admin if they’ve left your organization.
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