Populations
Last updated: March 19, 2026
Populations allow you to group people together for research programs and give certain teams access to certain people by assigning populations to specific teams.
People View
The People view contains cards for each population that show, at a glance, important pieces of information about that population. View what teams have access to each population, plus which populations are exclusive, with tags that display on each population.
All People
Root level of your workspace that includes all your person records. The All People view contains additional, unique, permissions such as:
“Access All People directory” allows users to view the All People (formerly “Database” view)
“Add participants to All People directory” allows users to add people directly to your entire Rally database.
Population
Bucket people in your workspace into groups. These are manually updated. Configure permissions to determine whether the entire workspace has access to a population, or assign access only to specific team(s).
Exclusive Populations: When enabled for a population, prevents people in that population from being added to another population.
This setting can only be turned on when there are no people in the population.
Population Overview tab
The population overview tab provides a single home for the key resources and data associated with a given population.
Segments | Dynamic lists of participants with a saved filter or set of filters, such as custom attributes, survey results, research engagement history, demographic information, and more. (Ex: Active Customers within Last 30 Days, Accounts Over 100 Employees, US Customers, etc.) |
Lists | Manually updated by adding participants from existing records, manually creating a new person, or via .csv upload. |
Form sign-ups | Lists of people who were recruited through sign-up forms (Ex: 2024 Conference Attendees, Beta Testing Panel, etc.) |
Imports | All historical .csv file imports to this population, including file name, upload status, # of people included, created by (who uploaded it), and imported at (date and time). |
Exports | All historical .csv file exports from any Rally tables within the selected team and population. |
Exploring Populations
The People sidebar can now be expanded to display all of your populations directly in the left navigation. This lets you see every population at a glance.
Navigating to your Populations
Select a population from the navigation sidebar under the People section, or from within one of your assigned teams.
Select a population name to open a table view of all people in that population.
From the population header, select a tab to navigate between views: Overview, All People, Lists, and Segments.
Organizing your Populations in the Sidebar using Favorites
You can also manually reorder your populations in the sidebar. To do so, hover over People, select the three dot menu (...) to the right, and select Manage favorite populations.
Some things to note:
Each user is able to set their own preferred order.
Only 6 populations can be favorited at once.
You can also favorite a population using the star icon in the population header when viewing a specific population.
