The guided setup

A new Organization is an empty house. Before you start moving in, Rally offers a short guided setup to get the essentials done: decide how you look to everyone else, and send out invitations.

If you created the Organization, you see both steps, in this order:

1. This is you in Rally
2. Invite your teammates

If you joined an existing Organization, you see only step 1.

Connecting the tools your team uses is not part of the setup. Do it whenever you are ready in Settings → Connections.

Every step is optional, and everything here can be done again later in Settings. If you close Rally partway through, your choices so far are saved and it picks up where you left off.

This is you in Rally#

This screen sets how you appear to your teammates.

1. Check your Name. Rally fills it in from your Google account.
2. Check your Avatar initials, the letters in your little round avatar. These start from your Google name too.
3. Pick a colour under Your color. There are eight: rose, orange, lime, emerald, blue, violet, fuchsia and black. Rally starts you on one at random.
4. Click Continue with this look.

The button stays greyed out until both the name and the initials are filled in.

Your look belongs to your account, not to this Mac, so it follows you to your other devices and to every Organization you belong to. To change it later, open Settings → Account, where changes save as you make them. Light, dark and your own colour has more.

Invite your teammates#

The last step is for bringing your team in. Rally is built for shared chat with AI, so it works best with your teammates in it, and you can start before they accept.

1. Type or paste email addresses into Email addresses. Separate them with a space, a comma or a semicolon. Pasting a whole list works too.
2. Each address turns into a chip when you type a separator, press Return or click elsewhere. Click the × on a chip to remove it.
3. Click Invite 3 teammates (the number counts your chips). Rally sends the invitations.

Everyone you invite here joins as a Member and can use your organization connections.

If an address is not complete, Rally says Enter a complete email address for each teammate. If some invitations fail to send, it lists them after Could not invite: and leaves them in the box to fix and retry. Retrying never sends a second invitation to someone who already has one, or who is already a member.

If you are not ready to invite anyone, click Invite later. (Once you have sent some, the same button reads Continue.) You can invite people, and make some of them administrators, at any time; see Inviting people.

When setup is done#

Rally takes you into your new Organization. Finishing setup does not create a Thread for you or set Rally to work on anything; it waits for you. Before you type anything, take a tour of the window so you know where everything is.