This article provides instructions for customers using Rally V1. Your Rally admin will let you know when it's time to switch to Rally for Teams. For customers using Rally for Teams, jump to the Rally for Teams section below.
🚨 Modifying Account Settings requires Ops Manager or Admin role types.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Account'.
You can manage various aspects of your Workspace in the Account section. This information will impact all users in this Workspace.
Customize Workspace Name:
Modify the name of your workspace to make it more distinctive and relevant to your organization or project. We recommend using your company name, as this may be visible to your research participants.
Create a Unique Workspace URL:
Set a unique URL for your workspace, making it easier for you and your team to access and share. This will be visible to your research participants.
Set Timezone for the Workspace:
Establish the default timezone for your entire Workspace. This ensures consistency in scheduling, timestamps, and other time-related functionalities across Rally. Don't worry, each teammate that joins Rally will be able to set their specific timezone and individual availability.
Allow anyone with your company's email domain to login to Rally and join the workspace:
Turn this on to allow teammates to join your workspace directly and collaborate; users that join this way will be assigned the free Observer role type.
Allow email sending permission when connecting Google or Microsoft accounts:
Turn this on to allow Rally users to send emails from their connected Google or Microsoft email accounts, or disable this option if you have a custom domain connected to require users to send from your company domain email senders.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
🚨 Modifying Account Settings requires "Create and modify workspace settings" permission. This includes the Rally default roles Admin or Ops Manager.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Account.
You can manage various aspects of your Workspace in the Account section. This information will impact all users in this Workspace.
Customize Workspace Name:
Modify the name of your workspace to make it more distinctive and relevant to your organization or project. We recommend using your company name, as this may be visible to your research participants.
Create a Unique Workspace URL:
Set a unique URL for your workspace, making it easier for you and your team to access and share. This will be visible to your research participants. This is not editable once set, as its used in the url for all pages and studies in your workspace.
Set Timezone for the Workspace:
Establish the default timezone for your entire Workspace. This ensures consistency in scheduling, timestamps, and other time-related functionalities across Rally. Don't worry, each teammate that joins Rally will be able to set their specific timezone and individual availability.
Allow anyone with an email with your company's email domain to login to Rally and join the workspace:
Turn this on to allow teammates to join your workspace and collaborate; users that join this way will be assigned the free Observer role type. They will not be assigned a Team yet, and can contact an Admin to be updated.
Allow email sending permission when connecting Google or Microsoft accounts:
Turn this on to allow Rally users to send emails from their connected Google or Microsoft email accounts, or disable this option if you have a custom domain connected to require users to send from your company domain email senders.
💡 If you've enabled the permission to "Allow anyone with an [@yourdomain.com] email to login to Rally and join this workspace," new users that join are assigned the Observer role by default. They can then contact an Admin to have a Team assigned, and role updated if needed.
Review your Custom Email Domain and SSO status here once they've been set up. See if Single Sign-On is active, and follow the link as needed to Edit SSO Configuration.
