Add existing participants from your database into dedicated populations to organize participants and align with your teams’ recruitment needs and research goals.
People can belong to multiple populations at once, unless they belong to an exclusive population.
Add People to a Population
🚨 Adding people to a population requires the "Add person to population" permission. This includes the Rally default roles Admin, Ops Manager, or Researcher.
Select the People page from your Rally Workspace level or Team level.
Select the Population for people to be added to view the table.
Select Add People in the top right corner and + Add from existing.
Select the participants you want to add to the Population by checking the corresponding checkboxes next to their names.
Use filters to refine your search with any custom properties or Rally properties.
Tip: Quickly select multiple consecutive rows simultaneously by making your first selection and then holding the shift key when making your last selection.
Select Add selected (#) to confirm.
Note: People can't be added to an exclusive population without first removing them from any other populations they belong to using remove people from a population.
To move people into a population while simultaneously removing them from their current population, use move people between populations instead.