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Account settings

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Add a group called "None" to the Paid seats group, right now we have no way to know if someone is in that group

Our instance uses paid seat groups, We have 93 paid seats, and the Account>Billing page shows 80 / 93 in use. However that is not the accurate picture. If you go to the Users page, you can see 13 others assignged to "None" So we have no ilcens...
Guest about 6 years ago in Account settings 0 Future consideration

Custom Fields: Automatically linking the values of one field to be published in the linked field

I have created a custom field in features which links to persona’s. I am able to add the relevant persona’s for the product. The drop down shows the correct products to choose from. Similarly, I have created a custom field in persona’s linked to f...
Project Parker almost 7 years ago in Account settings 4 Future consideration

Improve user experience by matching the UI to my privilege level

Who would benefit? Read only users What impact would it make? I would not be misled to think I am able to contribute to a field which I can't change How should it work? Today, I do not have access to edit fields in Aha. The way the UI works today ...
Guest 10 months ago in Account settings 1 Future consideration

Importing Users: User welcome email template is not available for editing?

Currently, when adding users one at a time, I can customize the welcome message on the fly. This option is NOT available to me however if I am adding users via the CSV Import mechanism. Interestingly enough, I am asked if I want to send a welcome ...
Joe Carpenter almost 4 years ago in Account settings 0 Future consideration

Business model canvas for customer data

Who would benefit? Product manager and Customer success manager What impact would it make? a page with clear data on each customer How should it work? Customer data in a templatized format will give a handy info to product manager and everyone in ...
Guest 10 months ago in Account settings 1 Future consideration

Ability to schedule activity report

Currently most reports can be scheduled. However, there is no way to schedule the user activity report at this time. We need to be able to schedule activity reports so we can better utilize our licenses and assign to users who need access.
Andras Szakal over 1 year ago in Account settings 0 Future consideration

Organizational roles for users

In addition to user roles for permissions within Aha, it would be great if each user could also have a role within the organization of the workspace lists/workspaces. For example, our initiatives each of a senior leader. If we add a custom user fi...
Guest about 3 years ago in Account settings 0 Future consideration

Export users from Workspace Settings

Who would benefit? Workspace Owners What impact would it make? This would allow workspace Owners to more effectively request workspace-wide role changes for their users. How should it work? From the Workspace Settings > User screen, there shoul...
David I. 10 months ago in Account settings 0 Future consideration

Enable right click advanced editing function

According to the engineering team, the advanced editor functionality (right clicking options) is not supported today. eg. Undo, etc. Keyboard shortcuts work. Please enable advanced editor functionality as many users operate off of this shortcut ov...
Cindy Datlof almost 4 years ago in Account settings 0 Future consideration

Include count information on custom field and custom field layout admin screens

The "Statuses and Workflows" admin screen shows a count of the number of workflows that are listed/shown. However the "Custom fields" and "Configure custom layouts" admin screens do not have the count information showing. Please can this be added ...
Justin Woods over 2 years ago in Account settings 0 Future consideration