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Account settings

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Please add additional documentation on the Restore Process

We would like more information for Account Recycle Bin which shows 'Restore' data when something is restoring. How much? I.e. how many records are restored vs waiting to be restored? When will it complete? % Complete Currently the Account Recycle ...
Mike Jacobson over 4 years ago in Account settings 0 Future consideration

Allow editing of custom fields within layout builder

Currently some layouts allow you to edit custom fields within the builder. It would be very useful to have the ability to edit all custom fields while creating custom layouts.
Jessica Murray almost 5 years ago in Account settings 0 Future consideration

Adding Validity date range to user access / authorizations

We should be able to add validity date range while giving access/authorizations to users. Many users require Aha! access for a limited period of time. This is will help us to keep the user list clean over a period of time. This also helps us to ke...
Anand Chatterjee almost 5 years ago in Account settings 0 Future consideration

Ability to organize my custom fields by workspace

I want to organize my custom fields by workspaces so they can be together versus having them be alphabetical.
Guest about 5 years ago in Account settings 0 Future consideration

Add ability to customise the message that is shown to people that have not been provisioned a user in the account

When SSO is used and a user attempts to access the company aha instance, they are presented with a list of the emails of the people who have billing permissions (not sure if only when the account does not have available seats). Either way, compani...
Stefan Stefanov about 5 years ago in Account settings 3 Future consideration

Activity Log to monitor Exporting Reports/Presentations

As an admin, we are addressing security policies within our company. We would like to monitor activity logs for exporting reports/presentations. Logs should contain user, type of report (csv, excel, pdf, image), type of records (ideas, features, r...
Victoria Morrella about 5 years ago in Account settings 0 Future consideration

Need time frames to be customizable at workspace level

I have a huge list of time frames at account level. I only need a few of these to be seen in my workspaces but cannot edit this without affecting other workspaces.
Guest about 5 years ago in Account settings 1 Future consideration

Global setting to turn off attachments

Our company works with sensitive data and we would like to globally shut off the ability to add attachments. In order to meet security requirements, we have quarterly auditing of attachments in addition to coaching users to insert an SSO protected...
Cindy Datlof about 5 years ago in Account settings 0 Future consideration

Assign Custom fields to a parent workspace

We have over 250+ custom fields being utilized by various workspaces. Because we cannot assign a custom field to a particular workspace all 250+ fields are visible in every filter in every workspace. If we could have the ability to define which wo...
Jake Ludwinski over 5 years ago in Account settings 4 Future consideration

Inconsistent / Broken Terminology

Within Marketing, Business and Project Lines, the customize terminology setting is broken and creates an inconsistent user experience that confuses users. Within the 'Customize Terminology' setting (Settings > Product Line > Terminology), if...
Carl Ambrus over 5 years ago in Account settings 0 Future consideration