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Account settings

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Roles and licence

Who would benefit? AHA! and BU What impact would it make? No user could get an elevated role without a licence How should it work? When Admin assign roles that require a licence, they need to select a licence pool. When the admin changes a user ro...
Guest 6 months ago in Account settings 0 Future consideration

The ability to configure which fields are included in the feature to pdf export

Who would benefit? Customers who are required to share feature documentation with enterprise or large government clients What impact would it make? Ease of hiding internal information or displaying only customer relevant information How should it ...
Megan Sullivan 7 months ago in Account settings 0 Future consideration

Make it easy to see upcoming invoices

Who would benefit? Billing admins What impact would it make? Reduce friction/need for reaching out to support How should it work? Within Account > Billing, admins should be able to see the upcoming invoice including date and amount.
Terri Salie 7 months ago in Account settings 0 Future consideration

Allow Workspace templates to inherit layouts from product line

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...
Dale Crane 7 months ago in Account settings 0 Future consideration

Configurable Fiscal Year Dates

Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K 7 months ago in Account settings 0 Future consideration

Paid Seat group "profiles" for SSO provisioning

As a paid seat group owner, I would like to establish standard permissions for users in my paid seat group that I can apply through SSO at the time of seat provisioning. These permissions include both roles (owner, contributor, custom role) as wel...
Bonnie Trei 7 months ago in Account settings 0 Future consideration

Allow Reviewers to update existing rows in custom tables

We would like to implement Custom Tables in Releases to collect cross-functional status information from different functional/project teams involved in each release. These teams are not part of product management and would only use Aha! to update ...
Ashton Tsou 7 months ago in Account settings 0 Future consideration

Ability for a user to see what permissions they have

Our Aha! admin team frequently gets asked "Do I have a paid seat and which workspaces do I have edit permissions for". And so every time, someone from the admin team has to go take a look in the user admin area and report back. This causes an unne...
Steve Dagless 7 months ago in Account settings 0 Future consideration

Show amount owed if seats added

Currently a billing admin can provide the PO number when adding seats in an Aha! account which is great but it would also be good to show a preview of how much will be owed so that they can generate the PO accordingly.
Peter Whisenant 7 months ago in Account settings 0 Future consideration

Automated score card fix

Currenlty there is an option to create an automated score card but it only becomes automated when you actively click on it in a layout and click automate. clicking 'automate' on several releases is manual and tedious. The whole reason for an autom...
Guest 8 months ago in Account settings 0 Future consideration