Property Groups

Last updated: October 30, 2026

Property groups organize your properties into logical sets and control which populations they're visible for. If a group is limited to specific populations, only people who can access those populations will see it.

Using property groups, you can:

  • Restrict access to sensitive or population-specific data

  • Reduce clutter in filters and property selectors

  • Make sure teams only see fields that are relevant to their research

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Manage property groups

Creating and managing property groups requires the "Create and modify property groups" permission. To edit a group that's restricted to specific populations, you also need access to one of those populations. Adding properties to a group also requires permission to create and modify properties. See Users, roles, and permissions.

Create a property group

  1. Go to Settings > Data > Properties.

  2. In the sidebar, select New Group.

  3. Enter a Name and, optionally, a Description that explains what the group is for.

  4. Under Population Visibility, choose whether the group is visible for all populations or only specific ones. If you choose specific populations, add at least one.

  5. Select Create.

Any properties within a group that are restricted to specific populations will only be visible to team members who have access to those populations.

Add or move properties

Every custom property belongs to one group. You choose the group in the property's settings when you create or edit it. To move several properties at once, select them in the properties list and use the move action to pick a new group.

Rally properties can't be moved out of the Rally Properties group, and no other property can be moved into it.

Edit or delete a property group

  1. In Settings > Data > Properties, select the group in the sidebar.

  2. Select the three dots (...) at the top right, then:

    • Edit: Change the name, description, or population visibility, then select Save.

    • Delete: Removes the group. You can only delete a group with no properties in it, so move its properties to another group first.

The Rally Properties group holds Rally's built-in properties. It can't be edited or deleted.

Property groups in practice

For example: A research operations team manages a shared research CRM used by teams across the organization. They group banking-specific customer attributes into a property group and restrict it to the Banking Customer population. When a banking product manager views participant profiles or applies filters, they can see and use those properties, along with descriptions that explain each field. Teams without access to that population don't see the group or its properties.