Onboarding to Rally
When you sign in to Rally for the first time, we'll guide you through a quick and easy onboarding process to ensure you're up and running smoothly. Access Rally for the first time by opening the Rally invite email you received and selecting 'Accept Invite'.
Welcome Video: Discover Rally's core features in a quick video. Learn what you can do with Rally to streamline your research process.
User Profile: Share your name and primary role, and upload a profile picture.
Connect Your Accounts: Link your relevant accounts to Rally for enhanced functionality. Send emails, create calendar invites, and receive notifications.
Set Your Timezone and Availability: Manage your interview schedule by setting your timezone, available time slots, and how to handle meeting conflicts.
5. Select 'Finish' to begin exploring your new user research CRM!
Developer Onboarding
Onboarding to Rally as a Developer takes less than a minute. Simply open the Rally invite email you received and select 'Accept Invite'. We'll ask for your preferred name to use in Rally and prefill the email you were invited with. Select 'Join' to complete the process.
After joining, select your user icon in the top right corner and select 'Settings'. You can update your Profile, and optionally add a profile picture. Select 'Connected Apps' from the sidepanel to set up integrations or select API to use Rally's API endpoints.
Troubleshoot Joining Rally
If you can't find the Rally invite email, check that you are using the correct email address for your company (check your spam folder just in case!), or navigate to our Rally Login page and enter your work email to receive a temporary login link.
If your original email invite to Rally was received more than 30 days ago, ask your manager or Super Admin to resend the invitation from Rally.