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.
🚨 Adding new users requires an Admin role type.
Add a New User to Rally
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Users & Roles'.
Select '+ Add User'.
Enter their email address.
Add multiple new users simultaneously with the same Seat and Role types by selecting '+ Add Email Address'.
Designate their Seat type as a Paid or Free Seat.
Designate their Role type.
Each role type will show a complete list of the access and permissions available for that role within Rally to ensure the appropriate access level per user.
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!
Learn more about users, roles, and permissions.
After confirming everything is correct, select 'Invite User'.
The new user will receive an invite email to join Rally and set up their profile and preferences. New user email invitations to Rally are valid for 30 days, and then their User Status will update to "Invitation Expired." If the invitee has not accepted and joined Rally within that time and is having trouble or is unable to log into Rally, you can resend the invite from Users & Roles.
As needed, you can invite someone directly who has a different email domain than the primary SSO domain, such as a freelancer. They can log in via passwordless login by having Rally email them a temporary sign in link each time instead of going through SSO.
User Permissions by Role Type
When adding or inviting a new user to Rally, review the available permissions for each role type to provide the correct access level. Each different Rally user role type includes a different set of available permissions that determines which actions they can take and what they can view or access in Rally.
Role Type | Description | Seat Type |
Admin | Able to do anything within Rally. | Paid |
Ops Manager | For users looking to manage workspace/user settings along with conduct research. | Paid |
Researcher | For users planning to conduct research. | Paid |
Observer | For users to stay engaged in 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 |
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
🚨 Adding new users requires the "Create and modify users role settings" permission. This includes the Rally default role Admin.
Add a New User to Rally
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
Select + Add User.
Enter their email address.
Add multiple new users simultaneously with the same Seat and Role types by selecting + Add email address.
Designate their Seat type as a Paid or Free Seat.
Designate their Role type.
Each role type will show a complete list of the access and permissions available for that role within Rally to ensure the appropriate access level per user.
Create and assign custom roles to better manage research and permissions access within Rally!
Learn more about users, roles, and permissions.
After confirming everything is correct, select Invite user.
The new user will receive an invite email to join Rally and set up their profile and preferences. New user email invitations to Rally are valid for 30 days, and then their User Status will update to "Invitation Expired." If the invitee has not accepted and joined Rally within that time and is having trouble or is unable to log into Rally, you can resend the invite from Users & Roles.
As needed, you can invite someone directly who has a different email domain than the primary SSO domain, such as a freelancer. They can log in via passwordless login by having Rally email them a temporary sign in link each time instead of going through SSO.
User Permissions by Role Type
When adding or inviting a new user to Rally, review the available permissions for each role type to provide the correct access level. Each different Rally default role type includes a different set of available permissions that determines which actions they can take and what they can view or access in Rally.
Admins and Ops Managers can explore each default role and its granular permissions scope in Rally for Teams by navigating to Settings > Roles.
Default Role | Description | Seat Type |
Admin | Able to do anything within Rally. | Paid |
Ops Manager | For users looking to manage workspace/user settings along with conduct research. | Paid |
Researcher | For users planning to conduct research. | Paid |
Observer | For users to stay engaged in 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
|
Collaborator (New) | For users to collaborate on research activities without actively managing studies or Workspace settings within Rally. | Free |
Rally for Teams offers the flexibility and security to create and assign custom roles to tailor access levels and permissions, allowing you to enable anyone to conduct research safely with guardrails in place.