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 the dropdown to set the access level users will have within the team:
Read only: For users to stay engaged in research activities without being allowed to actively manage studies, templates, or settings (ie. stakeholders).
Can edit: For users allowed to conduct research.
Admin: For users allowed to manage workspace/team settings along with conduct research.
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.
Admins are able to view all teams, even ones they're not a part of.
Create a New Team
Add Members to a Team
