All Collections
Workspace Setup
Set up your Rally workspace and manage data for your use case.
Workspace Account SettingsSet up core workspace-wide account settings before getting started with user research.
TeamsUse Teams to safely scale research operations and manage access control.
Create TeamsGroup users that share research goals, templates, participants, and studies.
Populations and PeopleOrganize participants for your teams’ recruitment needs and research goals.
Create PopulationsOrganize participants by type for streamlined research recruitment.
Users, Roles, and PermissionsLearn about default user roles, create and manage custom roles with granular permissions for flexible, safe access management.
Invite Your ColleaguesInvite colleagues and stakeholders to join Rally.
Manage UsersManage Rally users, update role types, and resend invitations.
Connected Apps & IntegrationsSeamlessly sync & manage data and research tools & resources with our powerful integrations.
PropertiesCreate custom Properties to enrich Participant Profiles and narrow your ideal Participant groups for Studies and Panels.
Email TemplatesCreate custom, personalized email templates with branded communication for all email outreach and reminders.
Question TemplatesCreate and save question templates to quickly build Screeners and Surveys confidently.
DocumentsUpload and manage custom Consent Forms and NDAs used for research Participant agreements.
Consent FormsCreate custom Consent Forms and Opt-In Forms used for research Participant agreements in Studies.
BrandingAdd Brand logos and colors to Rally to provide a better Participant experience with a consistent, professional look and feel.
Email DomainsSend bulk emails and provide a professional, branded experience for Participants by connecting custom domains.
Email FootersAdd tailored email footers to every email sent with a custom domain.
BillingAdd and manage credit card(s) to fund research budgets for Rally's incentives and external panel recruitment.
GovernancePrevent over-contacting or over-incentivizing automatically with outreach and participation limits and rules.
Set Up SSOEnable Single Sign-On for your Rally workspace.
Observer Rooms SettingsControl who can access Observer Rooms or download recordings and how long recordings are stored.
Rally APILeverage Rally's API to access and update select participant data.