User Roles and Management

The Observer Role

With the Observer role, users can gain access to your Clubhouse in order to view progress on an individual Story or across the Workspace. Observers can view Spaces, 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 Workspaces on the Small and Standard plans.

Inviting Observers

Clubhouse_Observer_Role.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

Clubhouse_User_Directory.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 Workspace 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 Workspace.

** Users with Observer role cannot yet access the iOS app.**

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6 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!

  • Avatar
    Nicholas

    Yes allowing Observers to comment would make this app next to perfect.

  • Avatar
    Richard Hurt

    +1

    The ability for Observers to comment would be outstanding. We have a lot of non-project people (customer support, accounting, etc.) that I would love to include in issues but it doesn't really do any good if they can't contribute in any way. Something as simple as a comment would go a long way to expanding the utility of Clubhouse without driving up the price.

  • Avatar
    Ilan

    +1

  • Avatar
    Bryan Fehl

    I love this feature! Though, like the others, letting stakeholders comment on issues would make this much more useful.

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