🚨 Inviting, viewing, and managing users requires a Super Admin role type.
View and Manage Users
As a Super Admin, you can easily invite, view, and manage all users to review or adjust their visibility and available actions in Rally.
In the top right corner of Rally, select your user icon to navigate to 'Settings'.
From the sidebar, select 'Users & Roles'.
Hover over a user's name and select 'Actions' for the following options:
Edit User: Change user seat type between Free or Paid and, depending on their seat type, change their Role type between Observer, Developer, Researcher, and Operations Manager. Additionally, optionally enable the Super Admin permission set for any Researcher or Operations Manager to allow them to manage billing, workspaces, and users.
Resend Invitation: Option shown only for new users who have not yet accepted their invitation email and joined Rally.
Deactivate User: Deactivated users will no longer be able to log in to Rally. Participants will not be able to schedule any new interviews with this user. Outreach history and Study data tied to this user will be preserved.
Delete User: Deleting a user will remove them from any Studies they are Study owners of. Participants will not be able to schedule any new interviews with this user. Outreach history, like sent emails, will be preserved but not tied to this user anymore. Deleted users will no longer be able to log in to Rally.
Resend the Rally Invite to New Users
New users will receive an invite email to join Rally and set up their profile and preferences. In the Users & Roles page, the User Status column will show whether your invitees are "Invitation Pending" meaning they still need to accept the invite, or "Active" meaning they have already accepted the invite.
New user email invitations to Rally are valid for 30 days. If the invitee has not accepted and joined Rally within that time, resend the invite from Users & Roles.
In the top right corner of Rally, select your user icon to navigate to 'Settings'.
From the sidebar, select 'Users & Roles'.
Hover over a user's name and select 'Actions'.
Select 'Resend Invitation'.
Bulk Delete Users
Bulk delete users by selecting the checkboxes next to multiple users' names and then selecting 'Delete Users'. Use caution when exercising this feature - deleted users will be permanently deleted and removed from any Studies they are Study owners of, and while their outreach history will be preserved, it will no longer be tied to the user.
