There are TWO WAYS to join a session as an observer on the
Team and Insights Hub Plans.

Having colleagues or stakeholders observe a LiveShare or Interview is a great way for them to hear user feedback and understand their experience of your product, first hand! Or just invite a colleague to take notes during your session, while you moderate.

ONE - Invite someone to join your Lookback Org as a Collaborator member (Note: this method is not available for Freelance plans as they only allow for one user per organization).

Add member(s) to your organization

You need to add team members in advance, before you start any remote or in-person LiveShares, if you want to invite those team members to that particular session. Here's how:

  • Log in to Lookback 

  • Find the dropdown menu next to your name (in the top right corner of the page) 

  • Click 'Members' in the dropdown menu

  • On the 'Members' page, fill out the email address(es), one-by-one, and add them to your organization. 

  • This will automatically send them an invitation to sign up as a member of your organization.

  • If you plan to invite someone to observe one of your live sessions, ask that they sign up in advance of the actual session.

Send member(s) a link to observe the session

Once you've added someone to the 'Members' page in your Lookback organization, you can go ahead and send them a link to observe the session Here's how:

  • Click into your specific project

  • Click the 'Invite to Remote' button or 'Start In-Person' button next to the relevant Round

  • Copy and send the link in a separate email to the team members you want to invite to the session, together with other details (date, time of the session, tips on observing live sessions)

  • On the day of the session, the Lookback member copies and pastes this link in their Google Chrome browser on a desktop or laptop – the sign-up procedure having already been handled. They will be taken to a list of sessions directly when they log in.

Observers accept the session invitation

  • Check your email inbox and Accept the invitation to be a member

  • Set a password of your choice (and verify your email). That's it! Once that's done, they're registered as a member.

  • They will have full access to your company's Lookback Org - and can view all projects that are not private.

A piece of advice! All team members can join a LiveShare or Interview session, but the person acting as Moderator needs to be the one who clicks 'Start Moderating'.

TWO - Send a Public Link to an Observer to join a single session — either live or after a session has taken place (Note: This method will also work for Freelance plans).

  • Click the Public Link URL you received from the Moderator

  • You are faced with two options:
    1. authenticate yourself using your Lookback account (if you have one)
    2. authenticate yourself via Google.

  • Once logged in you will have access to a limited version of the Player where you can take part in research in that particular session only.


There are also TWO WAYS to join a session as an observer is you're on an Enterprise Plan.

ONE — Invite someone to join your Lookback Organization as an Observer member.

NOTE: This is a role only in Enterprise plans.

  • Check your email inbox and Accept the invitation to be a member

  • This will take you to the Lookback website where you need to set a password of your choice (and verify your email). That's it! Once that's done, you're registered as a member.

🚀 Pro Tip! If you've been invited to observe a LiveShare session remember to

register before the scheduled time.

TWO — you may also invite anyone outside your organization using Public Links to participate in a single research session as outlined above

Related

Did this answer your question?