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.

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 a Participant to join a single session — either live or after a session has taken place.

  • 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 — If you DON'T have SSO enabled as part of your Enterprise agreement, you may also invite anyone outside your organization using Public Links to participate in a single research session.

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