Organization

The Observer Role

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.

Inviting Observers

inviteobserver.png

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 

switchtoobserver.png

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.**

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2 Comments

  • Avatar
    Thom Warren

    This is a great addition. However I think it could be even more useful if observers still had the ability to comment. I'm using the observer role for my stakeholders who won't need to create stories etc but will still want to be able to comment on stories & epics. Currently they have to email their comments to me and then I paste them as a comment.

  • Avatar
    Thomas Mattimore

    Thom & I are on the same page. Observers commenting would be incredibly useful for stakeholders and bug reporters!

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