Streamline authentication to Dovetail

Dovetail offers multiple ways to authenticate to a workspace to help your team stay secure, save time, and collaborate with ease. In this guide, you will learn how to integrate Dovetail with single sign-on (SSO) solutions to centralize user authentication and manage access.

Admins of Enterprise workspaces can choose what methods users can use to sign up, and log in to their workspace by navigating to ⚙️ Settings → Authentication.

By default, a user can sign up and log in to a workspace with:

• Password - Use email address and create password for log in.

• Google - Use your Google account email address and password for log in for sign up and log in to Dovetail

• Microsoft - Use your Microsoft account email address and password for sign up and log in to Dovetail.

Business and Enterprise workspaces have an additional authentication method available.

• SSO via an identity provider - Use your identity provider for sign up and log in to Dovetail.

Admins can enforce which of these methods users can use to sign up and log in to their workspace by navigating to ⚙️ Settings → Authentication.

It is common for organizations to use an SSO identity provider to delegate appropriate access, consolidate daily-use apps, and streamline authentication and provisioning for teams.

If you are currently using SSO at your organization, learn how to activate SSO for your Dovetail workspace.

Once activated, you can enforce SSO as the only log in method for all users.

• To do this, open ⚙️ Settings → Authentication.

• First, ensure your organization's email domain is added under Allowed email address domains.

• From there, navigate to Authentication methods and toggle off Password, Google and Microsoft while leaving SSO via identity provider toggled on.

If you’re unsure whether this is required for your workspace, reach out to your company’s IT or security team and share our SSO set-up guide with them.

If you are currently using Google workspace at your company, sign up and log in via Continue with Google.

Once activated for your account, you can enforce Google as the only log in method for all users.

• To do this, open ⚙️ Settings → Authentication.

• First, ensure your organization's email domain is added under Allowed email address domains.

• From there, navigate to Authentication methods and toggle off Password and Microsoft while leaving Google toggled on.

If you are currently using Microsoft at your company, sign up and log in via Continue with Microsoft.

Once activated for your account, you can enforce Microsoft as the primary log in method for all users.

• To do this, open ⚙️ Settings → Authentication.

• First, ensure your organization's email domain is added under Allowed email address domains.

• From there, navigate to Authentication methods and toggle off Password and Google while leaving Microsoft toggled on.