The following steps will show you how to add anyone as an Observer to your account so they can have view only access of your account. 

1. Go to the Directory and click Add Person. 

2. TOGGLE ON ACTIVATE NEW USER, and choose their team(s) / assign their role to be an Observer. 

Make sure you choose Observer so the following is true:

  • VIEW ONLY access.
  • Free in the account.
  • You will not be able to assign them any Rocks, To-dos or Issues, and they will not be able to run a meeting.
  • They will be able to export the PDF documents.

If they already have an account they can log into their existing account to navigate to your company. If they do not have an account yet, the will receive an email.

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