Inviting observers
Inviting observers is available on Enterprise plans only.
If you are a team administrator, you can invite people to observe a meeting.
The role of the OBSERVER (such as a coach, new team member, cross-team collaborator, or leader) is a way for people to share knowledge, offer feedback if needed after the meeting, and learn more about how teams work. They can observe the process, dynamics, and operations of the team but cannot influence the process.
Unlike regular participants, observers:
- are always named (regardless of meeting anonymity) to help maintain a safe space for contributing participants.
- cannot add ideas, vote, react, rate, comment, or take any other actions - they can only observe.
- will not be automatically added as team members.
- cannot be existing team members.
To invite an observer,
- Browse to the team HOME page.
START A RETROSPECTIVE or +.
You can also click START A RETROSPECTIVE from the RETROSPECTIVES tab.
- Explore different categories and select your template.
Upon creating the retrospective, an invite dialog box will appear.
- Invite the user via EMAIL and set their role as OBSERVER ONLY.
Please note that you cannot change the role of an observer during a meeting.
Observers are named in reports but are not included in stats such as the number of participants or participation rates.