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, assign roles and teams, 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 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.