This article provides instructions for customers using Rally for Teams (Rally V2). Your Rally admin will let you know when it's time to switch to Rally for Teams.
Rally for Teams allows you to have multiple teams within the same workspace, providing granular control over who can access different templates, groups of participants, and studies.
🚨 Creating a new Team requires the "Create teams" permission. This includes the Rally default role Admin.
Create a Team
Select Teams from the side nav bar.
Select + New team.
Team Name: Add a name for this team (ie. Enterprise, ACME Co., General).
The Admin user creating the team will be added as a team member by default and cannot be removed without deleting the team to ensure team management access.
Add Members:
Select the + Add members button.
Select the User dropdown to search and select existing teammates.
Add multiple users to a team simultaneously with the same access levels by selecting more names.
Select Team Permissions dropdown to set the team-specific permissions users will have within the team (ie. whether they can conduct research, view only, or actively manage the team settings and users):
Read only: An "observer" team role for users to stay engaged in research activities without being allowed to actively conduct research, manage studies, etc (ie. stakeholders).
* Can edit: For any users allowed to conduct research (ie. PWDR, researchers, etc). *Most common option*
Admin: For users allowed to manage team settings and team templates along with conduct research. Can add, edit, and remove team members.
Select Add Users to confirm.
Remove Members:
Select the checkbox next to user(s) to be removed from the team.
Select the Remove members button.
Carefully review the confirmation message before selecting Remove to finalize.
Select Save Changes in the top right corner.
Users must be assigned to at least one team, but can be part of multiple teams.
Admin user roles can view all teams, even ones they're not a part of.
What if you only have one team?
While Rally for Teams allows you to create multiple Teams, each with their own levels of access and permissions, you will still get the same power and value out of Rally if you only have one Team. Simply create your Team following the steps below, and assign your templates, populations, budgets, etc, and all Rally users to that one team.
Create a New Team
Add Members to a Team
