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.
🚨 Inviting, viewing, and managing users requires an Admin role type.
View and Manage Users
As an 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. Assign the Admin role 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, and then their User Status will update to "Invitation Expired." If the user has not accepted and joined Rally within that time and is having trouble or is unable to log into or access Rally, 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'.
They will receive a new invite email and should use the link in the email to join.
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.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
🚨 Inviting, viewing, and managing users requires the "Create and modify users role settings" permission. This includes the Rally default role Admin.
View and Manage Users
As an Admin, easily invite, view, and manage all Rally users. View all Rally users by name and email, including the following details:
Status: Active, Invitation Pending, Invitation Expired, or Deactivated.
Seat: Free or Paid.
Role: The role type assigned to them, which determines their permissions.
Connected Accounts: Which accounts they have connected and their status.
Last Active: The last date they logged into Rally.
Date Added: The date they were added to Rally.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
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. Assign the Admin role 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.
Edit User
Review a user's permissions and edit their seat type and/or role as needed.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
Hover over a user's name and select Actions.
Select Edit User.
Change seat type between Free or Paid.
Select a role from the available options depending on their seat type. Paid roles are disabled when a free seat type is selected.
Review the permissions for with the assigned role.
Select Save changes to apply.
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.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
Hover over a user's name and select Actions.
Select Deactivate user.
Review the warning on the impact this will have.
Select Deactivate in the popup to confirm.
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.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
Hover over a user's name and select Actions.
Select Delete user.
Review the warning on the impact this will have.
Select Delete in the popup to confirm.
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 page, the 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, and then their Status will update to "Invitation Expired." If the user has not accepted and joined Rally within that time and is having trouble or is unable to log into or access Rally, resend the invite from Users.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Users.
Hover over a user's name and select Actions.
Select Resend Invitation.
They will receive a new invite email and should use the link in the email to join.
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.
