The time has come – you can now roll out Rally for Teams to your entire workspace (when you’re ready!)

Hi there,

When you decide to roll out Rally for Teams, your entire team can access powerful new features like:

👥 Teams and user permissions for precise access control

✨ Unique and flexible templates for screener questions, emails, brands, and more

💸 Custom incentives (like discount codes and coupons)

📊 Participant populations to better organize and recruit the right users

✅ Rally for Teams readiness checklist

1️⃣ Set up new teams

Navigate to Teams to organize your Rally users into teams that have controlled access to templates and populations. Create teams by business units (for example, Uber may set up separate teams for UberEats, UberFreight and Uber Rides), or by Rally user types (for example, PMs, designers, product marketers, etc).

2️⃣ Configure user roles and permissions

Navigate to Settings > Roles. Start with Rally’s default roles for a seamless setup, and duplicate them to customize permissions. Create unique roles and assign users to them.

3️⃣ Manage participant populations

Review your user Populations and assign them to the appropriate teams, so that only users within those teams have access to view and recruit participants from those Populations.

👋 When you’re ready, contact Leon via Slack or email to opt-in your workspace to Rally for Teams.

Resources

Rally for Teams Getting Started Guide for admins

Rally for Teams overview video - 3 minutes

Rally for Teams demo and Q&A with Stephanie Pratt at Blackbaud - 30 minutes

The fine print

• Once you decide to roll out Rally for Teams to your workspace, there’s no going back. Unless you really, really need to. Contact us to do so.
• On February 28th 2025, all workspaces will be migrated to Rally for Teams and Rally V1 will no longer be supported.