With the Observer role, users can gain access to your Shortcut 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 can retrieve data, but not change data via the API. See API tokens.
- Observers cannot create Stories via Slack.
- Observers are available for free to all Workspaces on a paid plan.
- You can invite up to 50 Observers per Workspace, but if you need more just contact support!
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 "Role" to Observer via the dropdown options
Step 4: Type the email addresses you wish to invite
Step 5: Select the Team the user or users will join (Note: This is optional criteria. The user or users can join a Team at a later time.)
Step 6: 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 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 Shortcut Workspace.