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Have workspace templates be default for new workspaces

Who would benefit? anyone who administers an aha account What impact would it make? streamlines work, reduces chance of manual error, reduces need to manually verify items How should it work? allow account admins to set what the default workspace ...
Guest 5 months ago in Account settings 0 Future consideration

Consider inherited values when copying workspace settings for workspace templates

Who would benefit? Any users creating a workspace template from an existing workspace. What impact would it make? Today if a workspace template is created from an existing workspace, Aha! does not look at inherited settings. For example, at the wo...
Kristina Gass 6 months ago in Account settings 0 Future consideration

Develop team owners should be able to manage team members

Who would benefit? Team owners that do not have the customization admin role What impact would it make? Currently Develop team owners do not have a place in the team settings to manage the users in their team, but this is a permission owners have ...
Jason Gillmore 6 months ago in Account settings 0 Future consideration

Enhanced User Management Functionality

Who would benefit? Aha Admins What impact would it make? Higher confidence in changes to user access and less time to make those changes. How should it work? In User Management, allow me to select all users in a population and deselect certain ind...
Guest 6 months ago in Account settings 0 Future consideration

Ability to set a specific date in automation rules

Who would benefit? everyone What impact would it make? high priority for our key product team In the area in setting an Automation Rule you can set dates for things like 1 day or 1 week from today. Our team wants to enter a specific date to be set.
Leanne Miller 6 months ago in Account settings 2 Unlikely to implement

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 6 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