With the Observer role, users can gain access to your organization's Clubhouse in order to view progress on an individual Story or across the Organization. Observers can view Workspaces, follow Stories, and use the various Search bars and filters. However, they cannot move, change, or comment on anything. Observers are also restricted from using the API.
Observers are available for free to all Organizations on the Standard plan. Organizations on the Free plan do not have access to Observers.
You can invite people as Observers by following these steps:
Step 1: Navigate to Settings >User Directory
Step 2: Click the Invite New Users button
Step 3: Change the "The following users will join as" toggle to Observer
Step 4: Type the email addresses you wish to invite and click Send Invitations.
Assigning the Observer Role
Users can also be converted from Members, Admins, or Owners to Observers by going to User Directory and toggling the role next to the user's name to Observer. Your Organization will not be charged for Observers.
Observers and Permissions
Please note that Observer role only limits what a user can do, it does not limit visibility. While Observers cannot make any changes, they still be able to see everything in the Clubhouse organization.
** Users with Observer role cannot yet access the iOS app.**