1. Everything You Need To Know
Rally for Teams is the next level of Rally’s Research Operations Platform, with early Admin launch in October 2024, with full org opt-in following shortly when you're ready.
Rally for Teams is designed for Enterprise organizations that need to scale research operations, manage access control, and enable cross-functional teams to collaborate securely and efficiently on user research.
What’s new?
New Feature | Benefit |
Teams | Create multiple teams within a single workspace. |
User Roles and Permissions | Create custom user roles and set granular permissions.
|
Populations | Create groups of people within your CRM and set which teams in your organization can access those participants. |
Templates | Custom templates for branding, consent forms, documents, emails, and survey and screener questions are now easily found in Templates instead of Settings, and can be assigned workspace-wide access or to specific team(s). |
Sign-up Forms | Make it easy to create and manage panels with the use of Sign-up Forms.
|
Custom Incentives | Create, log and track custom incentives, such as discount codes, special gift cards, and more, including logging those sent outside of Rally.
|
...but wait, there's more! | And many more UI and navigational improvements! 👀 |
Timeline
Rally admins (that’s you) will get access to Rally for Teams on October 15th 2024.
During this time, you can toggle back and forth between Rally for Teams and Rally V1 so you can configure the new environment before releasing it to the rest of your team! Both environments (Rally for Teams and Rally V1) are connected, so any updates you make in Rally for Teams will be reflected in your Rally V1 environment, and vice versa.
When you’re ready, beginning on Nov 18, you'll have the option to opt-in the rest of your team and users at whatever pace makes sense for you.
Once you decide to opt your team into Rally for Teams, you will not be able to go back to Rally V1.
You will have until February 2025 to opt in your team to Rally for Teams.
2: Set Up Rally for Teams
Access Rally for Teams
Admins can switch between Rally for Teams and Rally V1 from your normal Rally login.
Switch to Rally For Teams:
Select your profile photo in the top right corner of Rally V1 and select Try it now!
Select Switch to Rally for Teams to confirm.
Switch back to Rally V1:
Select your name and profile photo in the bottom left corner of Rally for Teams and select Switch back to Rally V1.
Select Switch back to Rally V1 to confirm.
Steps for Success
Create custom roles (to assign to users when ready to officially switch to RFT!)
Configure teams and access controls
Explore the use of Populations for your organization
Create Custom Incentives (to use in Studies when ready to officially switch to RFT!)
🚨 Changes made will reflect in both versions of Rally! When moving between the new Rally for Teams and Rally V1, any changes you make in either will update the other one, such as editing Studies, creating or editing templates, changing permissions, etc. Newly created Roles and Teams will not be displayed in Rally V1.
Create and Assign Custom Roles
Rally for Teams comes with 5 familiar default roles, and 1 new highly-requested role! Your existing Rally users will initially be automatically assigned to these corresponding roles in Rally for Teams. Each role has a seat type assigned to it: Free or Paid. Based on the seat type of roles, certain permissions are enabled/disabled.
Default Role | Description | Seat Type |
Admin | Able to do anything within Rally. | Paid |
Ops Manager | For users looking manage workspace/user settings along with conduct research. | Paid |
Researcher | For users planning to conduct research. | Paid |
Collaborator (New) | For users to collaborate on 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 |
Observer | For users to stay engaged in research activities without actively managing studies or Workspace settings within Rally. | Free |
Rally for Teams allows Admins to create custom roles to set granular permissions for different types of users. There are dozens of granular permissions that can be turned on or off for each custom role.
💡Tip: The easiest way to quickly create a new custom role is to duplicate a default role with the closest permissions level match for your new role, and begin editing the copy to toggle specific permissions on/off to customize access levels.
Create a Custom Role from a Default Role
Select your workspace name to select Settings.
Select Roles.
Decide which default role to use as your template.
Select the 3 dots ... to the right and Duplicate.
Select the name of the new custom role to open and begin editing.
Name: Add a name for this role (ie. Researcher Lite, Designer, or Research Lead).
Description: Describe what types of users this role is for, and any special permissions allowed or disallowed.
Below the description, there are tabs to switch between Permissions and Users.
Permissions: From the Permissions tab, review and toggle each granular permission on or off to set this role's access. Granular permissions are grouped by the following categories: Study, People & Properties, Governance, and Workspaces.
Select Save Changes in the top right corner.
You can also create a custom role from scratch, selecting each specific permission that users assigned to the role will have. This process is more manual, requiring each permission to be toggled on as you go.
Create New Custom Role
Select your workspace name to select Settings.
Select Roles.
Select + New Role.
Name: Add a name for this role (ie. Researcher Lite, Designer, or Research Lead).
Description: Describe what types of users this role is for, and any specific permissions allowed or disallowed.
Below the description, there are tabs to switch between Permissions and Users.
Permissions: From the Permissions tab, review and turn each granular permission on or off to set this role's access by selecting the checkboxes next to each one. Granular permissions are grouped into categories: Study, People & Properties, Governance, and Workspaces. See all permissions below.
Select Save Changes in the top right corner.
🚨 Assigning users to custom roles in Rally for Teams will impact their permissions in V1. To avoid impacting current users' permissions, you can wait to assign users to custom roles when you're ready to bring the rest of your organization onto RFT.
Add or Remove Users from Roles
Select your workspace name to select Settings.
Select Roles.
Select the name of the role to open.
Select the Users tab to see members of this role.
Add Members:
Select the + Add members button.
Select the User dropdown to search and select existing teammates.
Add multiple users to a role at once by selecting more names.
Select Add Users to confirm.
Remove Members:
Select the trash icon to the right of a user to remove them from the role.
Select Save Changes in the top right corner.
💡 Users unassigned from a role without a new role assigned will be moved to the Observer role, which is a free seat, and will no longer occupy a paid seat.
Granular Permissions for Users
Preview the complete set of granular permissions available to set for each custom role. Granular permissions are grouped into categories:
Study
People & Properties
Templates
Workspace
Teams & Users
Incentives & Budgets
Governance
Integrations
Reporting
Turn each permission on or off with the checkboxes. Use the toggle to Enable all or turn off to disable all to quickly check or uncheck all permissions within each category.
Certain permissions are marked as Paid seat required and will use a paid seat if enabled and assigned to a user.
Delete a Custom Role
Deleting a custom role can only be done when no users are assigned to the role. To delete a custom role, first navigate to roles and reassign any users to different roles.
Select your workspace name to select Settings.
Select Roles.
For the role to be deleted, see who is listed in the assigned users column and hover over each profile photo to see their name. Any assigned users must be updated to new roles before a custom role can be deleted.
Select the 3 dots on the right of any custom role and select Delete.
Select Delete Role to confirm.
Create Teams and Add Users
Rally for Teams allows you to have multiple teams within the same workspace, providing granular control over who can access different templates, groups of participants, and studies.
Example: Your organization's delivery app has users that belong in different groups:
Businesses that provide goods for delivery
Drivers that deliver goods
Advertising partners that are marketed in-app
At a large organization, each group may be managed by a different internal team, and it's important to separate these users so that participants are clearly defined and protected, so they are only contacted for research relevant to their group.
Additionally, this ensures that members of the internal team managing "Drivers" only sees studies created by and for their team, can only see and contact "Drivers" participants, and only has access to templates assigned to their team.
Rally for Teams enables to you create multiple teams with strict access controls and participant segmentation so there's no confusing overlap or mixed messaging.
Rally users assigned a specific team will get their own view within Rally, providing direct access to any Studies, People, Templates, and Signup Forms assigned to their team, also including those assigned to the entire Rally workspace.
Users must to be assigned to at least one team, but can be part of multiple teams.
Admins are able to view all teams, even ones they're not a part of.
Your Rally for Teams workspace comes with all existing Rally data imported, but will start without any teams created. Create a new team to get started.
Create a Team
Select Teams from the side nav bar.
Select + New team.
Team Name: Add a name for this team (ie. Enterprise, ACME Co., General).
The Admin user creating the team will be added as a team member by default and cannot be removed without deleting the team to ensure team management access.
Add Members:
Select the + Add members button.
Select the User dropdown to search and select existing teammates.
Add multiple users to a team simultaneously with the same access levels by selecting more names.
Select the dropdown to set the team access level the user(s) will have:
Read only: For users to stay engaged in research activities without being allowed to actively manage studies, templates, or settings (ie. stakeholders).
Can edit: For users allowed to conduct research.
Admin: For users allowed to manage workspace/team settings along with conduct research.
Select Add Users to confirm.
Remove Members:
Select the checkbox next to user(s) to be removed from the team.
Select the Remove members button.
Carefully review the confirmation message before selecting Remove to finalize.
Select Save Changes in the top right corner.
Create a New Team
Add Members to a Team
Explore Using Populations for Your Organization
Populations allow you to group people together for research programs, and give teams access to people by assigning populations to specific teams.
As an Admin, you can manage your entire participant database by navigating to Workspace > People > Database. Your Database includes every participant in Rally.
Database
Root level of your workspace. All your person records. Only Admins have access to the full database. A workspace has only 1 database.
Population
Bucket the people in a database into high level groups. Manually updated.
Segment
Bucket the people in a population into a sub group. Dynamically updated by filters.
List
Bucket the people in a population into a sub group. Manually updated. New participants who sign up for research through sign-up forms are added directly to a list.
Person (or person record)
An individual unique record, or row, in your database. The person record contains the properties that serve to define an individual in Rally. A person record can have associations (sometimes called memberships) to other data objects in Rally. For example, Bob has an association to Population A which means Bob is a member of that population.
Every population consists of 5 main sections:
People
Segments
Lists
Imports
Exports
People | All participants that belong to this population. |
Segments | Dynamic lists of participants with a saved filter or set of filters, such as custom attributes, survey results, research engagement history, demographic information, and more. (Ex: Active Customers within Last 30 Days, Accounts Over 100 Employees, US Customers, etc.) |
Lists | Lists are replacing Panels as they are static lists of participants recruited through signup forms or added directly. (Ex: 2024 Conference Attendees, Beta Testing Panel, etc.) |
Imports | All historical .csv file imports to this population, including file name, upload status, # of people included, created by (who uploaded it), and imported at (date and time). |
Exports | All historical .csv file exports from any Rally tables within the selected team and population. |
Our new Exclusivity Restriction setting for populations allows you to prevent people in that population from being added to any other population, such as only allowing a specific team access to participants in a custom exclusive population.
This setting can only be turned on when there are no people in the population.
Explore Populations
Select People from the side nav bar.
Select a population name to open a table view of all people in the population.
There are tabs to switch between People, Segments, Lists, Imports, and Exports.
Visit each tab to view the data subsets within.
Create New Population
Select People from the side nav bar.
Select + New Population.
Name: Enter a name that clearly describes the population.
Description: Provide a description of who belongs in this population, any instructions on how they should or should not be used, etc.
Icon: Select the emoji to choose an icon to represent this population.
Exclusivity Restriction: Optionally turn this setting on to prevent people in this population from being added to any other population. Note: This setting can only be turned on when there are no people in the population.
There are tabs to switch between the population's Content and Permissions settings.
Select the Permissions tab to configure access for this population.
Access permissions for new populations are set to "Enter workspace has access" by default. See the next section to assign access to specific team(s).
Select Save Changes in the top right corner.
Assign or Remove Teams Permissions for Populations
Select People from the side nav bar, or select a team and then People.
Find the population or use the searchbar to filter, then select the 3 dots ... and Edit.
There are tabs to switch between the population's Content and Permissions settings.
Select the Permissions tab to configure access for this population.
Access:
Access permissions for new populations are set to "Enter workspace has access" by default. Select the dropdown to assign access to specific team(s).
From the dropdown, select Only specific teams have access.
With this access setting, at least one team is required.
Select + Add teams.
Select the Team dropdown to search and select existing teams.
Add multiple teams to a population at once by selecting more teams.
Select Add Teams to confirm.
Remove Teams:
Select the X icon to the right of a team to remove their access.
Select Save Changes in the top right corner.
From the side nav bar, you can now select a team's name and People to view the Populations they are assigned to, including all workspace wide and those assigned specific team access.
3: New Features - Coming Soon!
As many exciting updates are still underway for the new Rally for Teams, these additional new features will only be available in Rally for Teams once released in-app. 🚀
Custom Incentives
Create and log Custom Incentives to keep your Rally database & profiles up to date. Custom Incentives is only available once you've switched your entire team to Rally for Teams.
Create custom incentive templates, such as discount codes, special gift cards, and more. Log and track custom incentives for each Participant, including logging those sent outside of Rally.
Select custom incentive (instead of Tremendous) when building a new Study, then log custom incentives for Participants in Rally Studies.
Studies in Rally for Teams will only allow either (a) Tremendous incentives or (b) Custom Incentives. This option can be selected during setup, or after launching a Study but before any incentives have been logged.
Sign-Up Forms
Sign-up Forms are replacing Panel Signup Pages, and applicants will be directly added to a corresponding List for easy reference within a Population.
Create multiple unique Sign-up Forms for each new registrant to be added directly to the relevant Population's List.
Further tailor access by assigning these to specific Teams only, or allow Workspace-wide access for all Rally users to access.
Keep an eye out for Sign-Up Forms in Rally for Teams mid-October! 👀
Study Templates
Our new Study Templates allow you to build best-in-class key templates to help your team create quick, consistent, and brand specific Studies.
Lock down specific settings and elements of each Study Template to restrict changes or customization to important requirements.
Embrace research democratization with peace of mind by onboarding new Rally users and requiring them to use Study Templates to get started.