Role Types
Rally currently offers five types of roles to assign to users, granting them specific permissions within the platform. Safely and confidently manage your research efforts by carefully reviewing the role types and associated permissions to ensure each new user you add has the appropriate access level. The role type selected determines whether it is a Paid or Free Seat.
Paid Seats |
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Free Seats |
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Ops Managers
Ops Managers are the equivalent of a typical Admin role. They are paid seats that can create Studies and Panels, add People to Rally, and perform all read and write permissions, including modifying some advanced Workspace settings.
✅ Ops Managers do have access to modify the following Workspace configuration settings:
Account
Branding
Domains
Properties
Documents
Consent Forms
Email Templates
Question Templates
🚫 Ops Managers do not have access to modify the following Workspace configuration settings:
Users & Roles
Billing
Incentive Budgets
Researchers
Researchers are anyone planning to conduct and manage studies. They are paid seats that can create Studies and Panels, and add People to Rally. Researchers have some read and write permissions, but can't edit advanced Workspace settings.
✅ Researchers do have access to modify the following Workspace configuration settings:
Properties
Documents
Consent Forms
Email Templates
Question Templates
🚫 Researchers do not have access to modify the following Workspace configuration settings:
Account
Users & Roles
Billing
Domains
Branding
Governance
Observers
The Observer role is great for any stakeholder who wants to stay engaged in research activities without actively managing studies or Workspace settings within Rally. Observers are free seats that have read-only permissions in Rally.
✅ Observers do have access in Rally to:
Sync their calendars and share their general availability to be included in interview scheduling
View components of a study within the study builder
View study overviews, including participant responses to screeners and surveys, and upcoming interviews
View participants and their profiles throughout studies and panels
Developers
The Developer role is great for your IT team or any other stakeholder that needs to configure settings in Rally. Developers are free seats that have read permissions and limited write permissions in Rally.
✅ Developers do have access in Rally to:
Configure Connected Apps, including Snowflake, Salesforce, Qualtrics, SurveyMonkey, Typeform, and UserTesting
Connect domain names to Rally
Access Rally API token
Super Admin
Super Admin is an additional permission set that can be added to any user role. Super Admins can perform all read and write permissions, including all Workspace settings. Super Admins can also access and modify studies that they do not own.
✅ Super Admins do have access to modify all Workspace configuration settings:
Account
Users & Roles
Connected Apps
Properties
Email Templates
Question Templates
Documents
Consent Forms
Branding
Domains
Billing
Incentive Budgets
Governance
Observer Rooms
💡 Super Admins: Learn how to invite your colleagues to Rally and manage users.