Managing your insights hub

This course is for those managing their workspace. Ensure your insights hub is secure and compliant by learning how to streamline user authentication, organize teams, assign access, and manage PII in your workspace.

Lessons

Streamline authentication to Dovetail

Learn about key authentication methods and how to enforce them for your workspace.

Last updated23 August 2024

Duration6 min

Organize teams at scale with user groups

Learn how to group users to securely assign access to data across the workspace.

Last updated26 August 2024

Duration7 min

Assign access across in your workspace

Learn how to ensure that the right people have access to the right data across your workspace.

Last updated26 August 2024

Duration6 min

Manage PII in your workspace

Learn how to automate the deletion data in Dovetail to maintain compliance with relevant data privacy regulations.

Last updated30 August 2024

Duration4 min

Customize home for the stakeholder experience

Learn how to customize home to help guide the stakeholder's experience in Dovetail.

Last updated9 August 2024

Duration7 min

Audit your workspace tags

Learn about how to set up and maintain an organized taxonomy to share in your workspace.

Last updated20 October 2023

Duration30 min