Rally currently offers five types of roles to assign to users, granting them specific permissions within the platform that determine which actions they can take and what they can view or access in Rally. 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.

Safely and confidently manage your research efforts by reviewing each role's associated permissions down below to ensure the appropriate access level per user. Admins can also view permissions per role in Rally when they add a new user or edit a user.

Admins have the highest permission level and can do anything within Rally. Previously, this was an additional "Super Admin" permission set that could be added to any user role. Admins can perform all read and write permissions, including all Workspace settings, and can also access and modify studies that they do not own.

✅ Admins do have access to modify all Workspace configuration settings:

Rally users assigned the Admin role type have the following permissions in Rally.

Ops Managers are the equivalent of a typical Admin role, but do not have as comprehensive permissions level as Rally Admins. 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:

🚫 Ops Managers do not have access to modify the following Workspace configuration settings:

Rally users assigned the Ops Manager role type have the following permissions in Rally.

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:

🚫 Researchers do not have access to modify the following Workspace configuration settings:

Rally users assigned the Researcher role type have the following permissions in Rally.

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:

Rally users assigned the Observer role type have the following permissions in Rally.

The Developer/IT role is great for your IT team or any other stakeholder that needs to configure sync settings in Rally. Developers are free seats that have read permissions and limited write permissions in Rally.

✅ Developers do have access in Rally to:

Rally users assigned the Developer/IT role type have the following permissions in Rally.