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Manage People in Rally

Customize the layout of all Participant tables across Rally.

Sophie avatar
Written by Sophie
Updated over 6 months ago

Rally’s Participant Tables allow you to view, manage, and organize people in your database the way you want to. Customize the layout of all Participant Tables across Rally whether you’re in Studies, People, Panels, or Incentives to organize and pin important Participant data in your database.

Layout & Organization

Column Pinning

Hover over the column title and select the menu icon that appears. Select 'Pin Left' or 'Pin Right' to pin the column to either side of the table.

Column Reordering

Hover over the column title and select the menu icon that appears. Select 'Move Left' or 'Move Right' to swap the column with the column to the left or right of it. Alternatively, simply click and drag the column title to the desired location.

Save Column Layout

Rally will automatically save your table layout when you make changes so that the next time you visit, you won’t have to reorganize the columns. At the top of a table, select the dropdown arrow next to the Reset button, and select 'Save For Everyone' to share this layout with everyone on your team who may view the Study, Panel, or People Segment.

Infinite Scrolling

Scroll down through your People database. Rally automatically loads people as you scroll.

Random Selection

Randomly select any number of people in any table in Rally to pull a random sample. At the top of a table, click the 'Select' button and type in the number of people you’d like to include in the sample. Press Enter on your keyboard or click the 'Select' button to automatically select the sample.

Selecting Participants

Shift + Click to Select Multiple People

Select a person by clicking on the checkbox to the left of their name. While holding down the Shift key on your keyboard, scroll down to the last person you’d like to select, and click the checkbox to the left of their name. You will now have the entire group of people selected.

Keyboard Space Select

Click on any cell of a row containing the person you’d like to select, then press the spacebar on your keyboard to select them. Use your up and down keys to move through the people list. Press the spacebar to add more people to the selection.

Unselecting People

At any time, click the checkbox of a selected person or click the spacebar to deselect them.

Inline Menu Actions

Actions are available at the individual row level of any table containing a person. Hover over the person row and click the 3 dot menu icon that appears. View and select the available actions you can take on that person’s record.

Keyboard Shortcuts

Our tables support general keyboard navigation with Page up, Page down, End, Home, Space, up, down, left, and right.

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