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.
Role Types
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.
Role Type | Description | Seat Type |
Able to do anything within Rally. | Paid | |
For users looking to manage workspace/user settings along with conduct research. | Paid | |
For users planning to conduct research. | Paid | |
For users to stay engaged in research activities without actively managing studies or workspace settings within Rally. | Free | |
For developers/IT team to be able to configure data syncing + API key access. | Free |
Note: Currently, the specific permissions for each role cannot be changed, but stay tuned for exciting updates coming soon that will allow you to configure and customize roles to best manage research and access within Rally!
User Permissions by Role Type
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.
Admin
Admins have the highest permission level and can do anything within Rally. 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:
Account
Users & Roles
Connected Apps
Properties
Email Templates
Question Templates
Documents
Consent Forms
Branding
Domains
Billing
Incentive Budgets
Governance
Observer Rooms
💡 Admins: Learn how to invite your colleagues to Rally and manage users.
Rally users assigned the Admin role type have the following permissions in Rally.
Ops Manager
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:
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
Rally users assigned the Ops Manager role type have the following permissions in Rally.
Researcher
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
Rally users assigned the Researcher role type have the following permissions in Rally.
Observer
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
Rally users assigned the Observer role type have the following permissions in Rally.
Developer/IT
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:
Configure Connected Apps, including Snowflake, Salesforce, Qualtrics, SurveyMonkey, Typeform, and UserTesting
Connect domain names to Rally
Access Rally API token
Rally users assigned the Developer/IT role type have the following permissions in Rally.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
Create and Assign Custom Roles
Rally for Teams comes with 5 familiar default roles, and 1 new highly-requested role! Existing Rally users will initially be automatically assigned to these corresponding roles in Rally for Teams. Each role has a seat type assigned to it: Free or Paid. Based on the seat type of roles, certain permissions are enabled/disabled.
Default Role | Description | Seat Type |
Admin | Able to do anything within Rally. | Paid |
Ops Manager | For users looking manage workspace/user settings along with conduct research. | Paid |
Researcher | For users planning to conduct research. | Paid |
Collaborator (New) | For users to collaborate on research activities without actively managing studies or Workspace settings within Rally. | Free |
Developer/IT | For developers/IT team to be able to configure data syncing + API key access. | Free |
Observer | For users to stay engaged in research activities without actively managing studies or Workspace settings within Rally. | Free |
Rally for Teams allows Admins to create custom roles and set granular permissions for different types of users. There are dozens of granular permissions that can be turned on or off for custom roles. View each default roles to explore the associated permissions.
Select your workspace name to select Settings.
Select Roles.
💡Tip: The easiest way to quickly create a new custom role is to duplicate a default role with the closest permissions level match for your new role, and begin editing the copy to toggle specific permissions on/off to customize access levels.
Create a Custom Role from a Default Role
Select your workspace name to select Settings.
Select Roles.
Decide which default role to use as your template.
Select the 3 dots ... to the right and Duplicate.
Select the name of the new custom role to open and begin editing.
Name: Add a name for this role (ie. Researcher Lite, Designer, or Research Lead).
Description: Describe what types of users this role is for, and any special permissions allowed or disallowed.
Below the description, there are tabs to switch between Permissions and Users.
Permissions: From the Permissions tab, review and toggle each granular permission on or off to set this role's access. Granular permissions are grouped by the following categories: Study, People & Properties, Governance, and Workspaces.
Select Save Changes in the top right corner.
You can also create a custom role from scratch, selecting each specific permission that users assigned to the role will have. This process is more manual, requiring each permission to be toggled on as you go.
Create New Custom Role
Select your workspace name to select Settings.
Select Roles.
Select + New Role.
Name: Add a name for this role (ie. Researcher Lite, Designer, or Research Lead).
Description: Describe what types of users this role is for, and any specific permissions allowed or disallowed.
Below the description, there are tabs to switch between Permissions and Users.
Permissions: From the Permissions tab, review and turn each granular permission on or off to set this role's access by selecting the checkboxes next to each one. Granular permissions are grouped into categories: Study, People & Properties, Governance, and Workspaces. See all permissions below.
Select Save Changes in the top right corner.
🚨 Assigning users to custom roles in Rally for Teams will impact their permissions in V1. To avoid impacting current users' permissions, you can wait to assign users to custom roles when you're ready to bring the rest of your organization onto RFT.
Add or Remove Users from Roles
Select your workspace name to select Settings.
Select Roles.
Select the name of the role to open.
Select the Users tab to see members of this role.
Add Members:
Select the + Add members button.
Select the User dropdown to search and select existing teammates.
Add multiple users to a role at once by selecting more names.
Select Add Users to confirm.
Remove Members:
Select the trash icon to the right of a user to remove them from the role.
Select Save Changes in the top right corner.
💡 Users unassigned from a role without a new role assigned will be moved to the Observer role, which is a free seat, and will no longer occupy a paid seat.
Granular Permissions for Users
Preview the complete set of granular permissions available to set for each custom role. Granular permissions are grouped into categories:
Study
People & Properties
Templates
Workspace
Teams & Users
Incentives & Budgets
Governance
Integrations
Reporting
Turn each permission on or off with the checkboxes. Use the toggle to Enable all or turn off to disable all to quickly check or uncheck all permissions within each category.
Certain permissions are marked as Paid seat required and will use a paid seat if enabled and assigned to a user. The screenshots below for the Admin default role show every available permission option.
Delete a Custom Role
Deleting a custom role can only be done when no users are assigned to the role. To delete a custom role, first navigate to roles and reassign any users to different roles.
Select your workspace name to select Settings.
Select Roles.
For the role to be deleted, see who is listed in the assigned users column and hover over each profile photo to see their name. Any assigned users must be updated to new roles before a custom role can be deleted.
Select the 3 dots on the right of any custom role and select Delete.
Select Delete Role to confirm.
