Having colleagues or stakeholders observe a research session is a great way for them to hear user feedback and understand their experience of your product first hand! Or, it can even be helpful just to invite a colleague to take notes during your session while you moderate so you can concentrate on the participant.
For most of our users it's equally important to keep content private and secure, so there are different ways you can invite someone to a session as an observer. Both methods can be used for sessions that are live and sessions that have already been completed.
1. Inviting someone to observe a session or multiple sessions in the same Round by using the Observer Lobby
The Observer Lobby allows you to invite your observers to your research session(s) ahead of time and can also be used to invite observers to review any sessions from the same round that have already been completed. You can invite both team members who have been added to your Lookback organisation or external stakeholders.
Setting up and copying the Observer Lobby link:
Click into the project
Click the Observer Lobby button next to the relevant Round you want to invite your observers to
Under Observer Lobby access, choose who you want to be able to access the Observer Lobby
Organisation members only: they will need to have a user account associated with your Lookback organisation. This option is recommended if all of your observers are colleagues/employees at the same company. Please note: as our Freelance plans only have 1 user account, this option will be disabled for those plans.
Anyone with the link can enter: they do not need to have a Lookback user account to access the Lobby. This option is recommended if you are inviting external stakeholders to your sessions and don't want to add them to your Lookback organisation.
🚀 Please note: this option will work for your guests even if your organisation is using SSO (single sign-on); your guests will not have to authenticate with your IdP (Identity Provider)
Note: the option to allow Anyone with the link can enter can be disabled by the organisation owner in Organisation settings. When disabled, you will only be able to select Organisation members only when creating an Observer Lobby link:
Click Copy link
Share the link with your team members you want to invite to the session via calendar invite, email, Slack, etc. Be sure to include any other relevant details (e.g., date and time of the session, our Observer Guide, etc.)
2. Inviting someone to observe a single session/highlight/highlight reel using public links
By using Public Links, you can invite external stakeholders or anyone who you don't want to add as a user to your Lookback organisation. This method can be used for single sessions, highlights, or highlight reels, and will allow the observer to see and hear the conversation between the moderator and participant. In addition, they will also be able to take notes and chat with the moderator and any other observers in the session.
Please note: Public Links can only be generated after a session has started. Therefore, we recommend using Public Links primarily for sharing single sessions that have been completed, individual highlights that have been published to the Dashboard, or highlight reels. For live sessions, we recommend using the Observer Lobby.
To generate a public link for a session (the process is the same whether it's live or after it has finished):
Click on the "Share" icon in the upper right-hand corner of the session feed
Click Create Public Link
Hover over the link and click the "Copy" icon
Share the Public Link with your observer via email, Slack, etc.
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