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 and Team Admin by default and cannot be removed without adding another Team Admin first to ensure team management access.
Next, add team members, and optionally assign team admins to manage team.
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 and assign your templates, populations, budgets, etc, and all Rally users to that one team.
Add Members to a Team
Add users as members of the right team(s) to provide access to the right resources.
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.
Select Teams from the side nav bar, select a team name to open, select Edit.
Select the + Add members button.
Use the search & select users dropdown to add people to the team.
Select Add Users to confirm.
Select Save Changes in the top right corner to apply.
User permissions within teams are determined by their user role permissions.
Assign Team Admins
Make members into Team Admins to allow them to manage team members and assign other team admins.
Team Admins must be users with Paid seats; Free seats can be members only.
Select Teams from the side nav bar, select a team name to open, select Edit.
Under Actions, select the 3 dots ... to the right of any user.
Select Assign team admin and carefully review the confirmation message.
By assigning as team admin, they will be able to manage team members and assign other team admins.
Select Assign team admin to confirm.
Select Save Changes in the top right corner to apply.
Repeat the same steps to remove a team admin, but select the 3 dots ... next to them and Remove team admin and carefully review the confirmation message.
By removing team admin access they will no longer be able to manage team members or assign other team admins.
Select Remove team admin again to confirm and always Save Changes to apply.
Remove Members from a Team
Remove users from teams to revoke their access to team resources and studies.
Select Teams from the side nav bar, select a team name to open, select Edit.
Under Actions, select the 3 dots ... to the right of any user.
Select Remove team member and carefully review the confirmation message.
By removing a team member, they will no longer be able to access all studies, forms, and templates within this team. They can always be added back if needed. Use caution if they are actively conducting a study.
Select Remove to confirm.
Select Save Changes in the top right corner to apply.
