Rally comes with 5 familiar default roles, and 1 new highly-requested role! Each role has a seat type assigned to it: Free or Paid. Based on the seat type of roles, certain permissions are enabled/disabled, with certain permissions requiring a Paid seat.
For customers migrated to Rally for Teams, existing Rally users will initially be automatically assigned to these corresponding roles. Update users as desired.
Rally Default Roles
Explore each default role's permissions scopes in by navigating to Settings > Roles.
Default Role | Description | Seat Type |
Admin | Able to do anything within Rally, modify all workspace settings, modify studies they don't own, and more. | 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 configure data syncing, API key access, connect domains and integrations, etc. | Free |
Observer | For users to stay engaged in research activities without actively managing studies or workspace settings within Rally. | Free |
Rally's default roles can't be edited or changed, but Admins and Ops Managers can create custom roles to set granular permissions for different types of users.
💡 Learn how to invite your colleagues to Rally, and manage users to view and edit existing users, resend invites, deactivate or delete, and more.
Create and Assign Custom Roles
🚨 Creating and managing custom roles requires the "Create and modify role settings" permission. This includes the Rally default roles Admin and Ops Manager.
Create custom roles and set granular permissions for different types of users to safely manage research and access within Rally. There are dozens of granular permissions that can be turned on or off for custom roles.
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, then customize and configure the duplicate to toggle specific permissions on/off.
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 categories.
Select Save Changes in the top right corner.
Create New Custom Role
If you prefer to start from scratch instead of duplicating an existing default role, you can create a new custom role, 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.
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.
Select Save Changes in the top right corner.
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.
💡 In Settings > Workspace > Account, 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.
Granular Permissions for Users
Granular permissions are grouped into the following categories, including each permission available to set for custom roles:
Study
People & Properties
Templates
Workspace
Teams & Users
Incentives & Budgets
Governance
Integrations
Reporting
Create and update custom roles by turning 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.
Safely and confidently manage your research efforts by reviewing each default role's associated permissions Settings > Roles in Rally 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.
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.