Invite a Free Observer to give someone limited, read-only access to selected EOS One information without adding a paid user seat.
What a Free Observer can access
Free Observers can:
View the official V/TO
View the Accountability Chart
View Process Documents
Complete the Organizational Checkup
Request an upgrade to the Member role
Free Observers cannot:
Access the Dashboard
Access Insights or Atlas AI
Access V/TO or Accountability Chart drafts
Create, edit, publish, rename, or archive content
Access or join meetings
Access Rocks, Issues, Headlines, To-Dos, the Scorecard, or Measurables
Access the Learning Center
Complete the Culture Checkup
Access company settings, People, Teams, or Billing
Free Observers land in the V/TO area after signing in.
Before you begin
Only Owners and Admins can invite users to an EOS One organization.
Members and Free Observers cannot access the People page under Company settings or invite new users.
Add a Free Observer
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, select People.
Click Invite User.
Enter the user’s First Name, Last Name, and Email Address.
From the Role menu, select Free Observer.
To invite another user, click Add another and enter the additional user’s information.
Click Send Invite. When inviting multiple users, click Send Invites.
The user will receive an email invitation to join your EOS One organization.
Upgrade a Free Observer to Member
A Free Observer can request an upgrade to the Member role. Only an Owner or Admin can approve the change by updating the user’s role.
To upgrade a Free Observer:
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, select People.
Locate the Free Observer you want to upgrade.
Open the user’s role menu.
Select Member.
The user receives the standard Member permission set after the role is changed.
Q&A
Who can invite a Free Observer?
Only Owners and Admins can invite users. Members and Free Observers cannot access the People page under Company settings.
Can a Free Observer join a meeting?
No. Free Observers cannot access, start, join, or manage meetings.
Can a Free Observer be assigned Rocks or To-Dos?
No. Free Observers do not have access to Rocks, Issues, Headlines, To-Dos, the Scorecard, or Measurables.
Can a Free Observer edit the V/TO or Accountability Chart?
No. Free Observers have read-only access to the official V/TO and Accountability Chart. They cannot access drafts or make changes.
Where does a Free Observer land after signing in?
Free Observers land in the V/TO area because they do not have access to the Dashboard.
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