There are three workspace-level roles that a person can have in Dovetail. They can be an admin, a user, or a viewer. What they can do in Dovetail depends on their role. See Update user access roles to learn how to change someone’s role.
Everyone has a secure account
Regardless of role, each person in your workspace has an individual and secure account to log in to Dovetail using an email address and password; their Google or Microsoft account; or single sign-on.
About roles
Admins are the most powerful role in Dovetail. Admins can manage all workspace settings, create and manage project extensions and templates, and can contribute and analyze data. Admins are often researchers.
Users can’t manage the workspace, however they can view, contribute, and analyze data within projects. Users are often researchers, product managers, or designers.
Viewers have read only access to projects and cannot edit anything. They can still subscribe to project notifications and add comments. Viewers are often stakeholders, managers, clients, or other teams.
While admins and users take up a seat in billing, viewers are unlimited and free. For more information on seats and pricing, see Pricing model overview.
Permissions table
Here’s a detailed table of which workspace roles can do what:
| Permission | Admins | Users | Viewers |
|---|
| Search across projects | ✔ | ✔ | ✔ |
| View projects and insights | ✔ | ✔ | ✔ |
| Add comments | ✔ | ✔ | ✔ |
| Subscribe to notifications | ✔ | ✔ | ✔ |
| Create and manage projects | ✔ | ✔ | |
| Contribute data to projects | ✔ | ✔ | |
| Analyze data within projects | ✔ | ✔ | |
| Create and manage extensions | ✔ | ✔ | |
| Create and manage templates | ✔ | | |
| Configure the workspace | ✔ | | |
| Manage authentication options | ✔ | | |
| Manage users and user access roles | ✔ | | |
| Manage billing and customer details | ✔ | | |
| Delete the workspace | ✔ | | |
| Invite admins | ✔ | | |
| Invite users | ✔ | ✔ | |
| Invite viewers | ✔ | ✔ | ✔ |
