Creating Custom Properties

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To create custom properties, we recommend using our Property Manager, located in the Settings.

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Please note: The Property Manager can only be accessed by users who have Researcher or Ops Manager roles.

How To Customize Properties

  1. Click the button at the top right corner of your page. Select 'Settings' from the dropdown menu.

  2. In the left menu under the Workspace section, select 'Properties'.

  3. Select '+ New property' at the top right of the page.

  4. Enter the desired property name, select the appropriate property type and corresponding characteristics. If you choose a single or multi-select property type, you will be prompted to provide options for selection.

  5. If you choose the text property type, you will have an optional additional characteristic choice to make this property Unique, meaning that the content of the property can only appear once; this is useful for usernames or custom identifiers. Once a property is unique, you can’t make it non-unique.

  6. You can also choose to mark the property as PII or PHI.
    Mark a property as PII
    Emails are automatically marked. PII properties are masked for Observer and Developer roles. These users won't be able to read, filter or sort these properties.

    PII refers to any information that can be used to identify an individual. This includes things like names, email addresses, phone numbers, social security numbers, and even IP addresses. Essentially, if the data can be linked back to a specific person, it's considered PII.


    Mark a property as PHI - Optional Add-On
    A PHI property is masked for Observer and Developer roles. These users won’t be able to read, filter or sort these properties.
    Protected Health Information (PHI) is a subset of PII, but it specifically pertains to health information that is linked to an individual's medical history, diagnosis, treatment, or payment for healthcare services. This could include things like medical records, lab results, insurance information, and even conversations about health conditions.

We are in compliance with the HIPAA Security Rule for properties marked as PHI. That is, we have audit logs for when these properties are read, updated or deleted. Contact us to unlock PHI masking for your workspace.

Rally has signed BAAs with all third party integrations & vendors that process PHI.

Observer view with masked data

Observer view with masked data

  1. Once you have entered all the necessary information, click on 'New Property' at the bottom right corner of the screen.

Good to Know

  • For now, Rally only allows 'Text' type properties to be unique.
  • Once a property is unique, you can’t make it non-unique.
  • You won't be able to use email outreach in Rally if you don’t track or store email addresses for participants.
  • You can have up to 10 unique properties in one company workspace.

Updated 19 days ago