Strety's Observer User is a free user type that allows you to provide everyone in your organization access & visibility to your EOS tool(s) without incurring extra cost!
Observers are restricted to (mostly) read-only access throughout the platform, but we've enabled them with a few extra permissions to ensure their participation & representation where you need them.
What Observers Can do:
Actions other users can perform for Observers
Add them as members to Team and Project Spaces
Assign them to Seats in the Accountability Chart
Evaluate them in the People Analyzer
Send them Surveys
Add them to Groups
Actions Observers can take:
View all items & item information for:
Rocks, Milestones, Issues, Measurables, To Dos, Headlines, VTO, Accountability Chart, Messages, Check-ins, Playbooks, Projects, & Reports
Visibility is determined by individual Observer user's space access
Attend & rate Meetings
Create, edit, & delete their own Comments
Vote on Issues
React to any item
Respond to Surveys
Configure personal Microsoft Teams and/or Slack integration
Subscribe or unsubscribe themselves from items
Print/export to PDF
Bookmark any page
Search for items/info
Create support tickets
View Process tool
What Observers Can't do:
Create, edit, or delete any items:
Rocks, Issues, Measurables, To Dos, Headlines, VTO, Accountability Chart, Messages, Check-ins, Playbooks, Projects, & Reports
Visibility is determined by individual Observer user's space access
Be assigned any of the following items:
Rocks, Milestones, Issues, Measurables, To Dos, Headlines
Access their Person Space
Be assigned a Manager
Cannot take part in 1x1 meetings
Be the subject of a Review
Host Meetings
Reorder items (drag & drop is disabled)
Change settings in Team Spaces or within tool sets
Access or use AI Suggestions
Respond to Check Ins
Setup Personal integrations or API apps
Invite new users
How to Invite an Observer User
Invite the user(s) from Adminland and select Observer from the role dropdown
Observer users will be identified with a light blue ring around their avatar throughout Strety
Downgrading to an Observer
If you need to downgrade a user to an Observer, you can perform the function directly from Users in Adminland by changing their Role
When you downgrade a user to Observer, the following irreversible actions take place:
Unassign them from all rocks, milestones, scorecards, and to-dos
Remove their ownership from all issues, headlines, playbooks, and processes
Remove them from all playbook assignments, cascading messages, and check-in questions
Remove them as evaluator from active people analyzer™
Delete their unfinished reviews and cancel pending review requests
Delete all their OAuth applications, personal integrations (except Slack and MS Teams bots), and todo sync presets
Restrict them to read-only access in the spaces they belong to
Here's a video overview showing how the changes look after downgrading: