This article is part of a series of settings overview articles:
Account | Workspace | Integrations | Personal |
Aha! Ideas | Account billing settings
Account-level settings affect your entire Aha! Ideas account, including all workspaces in your workspace hierarchy and all users.
This article will explain each account setting in the Billing section. You need to be an administrator with billing user permissions to access this section of the account settings.
Open your account settings by clicking on Settings āļø Account. Click any of the links below to skip ahead.
Users
Billing Users shows you a list of all users in your account ā with sortable columns, filter dropdowns, and a search bar to help you find the exact user or type of user you're looking for.

Click on any user's name to edit their information, permissions, or administrator type. You can also Disable or Delete them.
Disabled users do not count as paid seats and can be reactivated later. Disabling a user does not remove records they have created, including comments, and their user information is retained indefinitely.
Deleted users are removed permanently from the list of users. Deleting a user does not remove records they have created, including comments, but you will no longer be able to create or filter reports based on the deleted user. Deleted users' user information is retained until they are deemed inactive.
Click the appropriate button to save your changes.
You can also edit your account users in bulk, the same way you would bulk edit records. Check one or more of the checkboxes besides your users, then click Bulk edit users to enable or disable those user(s). Choose if they should receive Aha! Ideas notifications and which workspaces they need permission to access. Click Apply to apply your changes.
You cannot bulk edit users' email address domains.
In the Permissions column, click any workspace or workspace line to navigate to that part of your account.
Click Manage billing to skip ahead to your account's Billing settings.
Billing
If you have a paid account, use the Billing settings to review and adjust the financial aspects of your plan, such as Aha! products you have enabled in your account, your plan type for each product, paid seat group allocations, and invoices.
The Plans section gives you a snapshot of your Aha! account subscription, for each Aha! product you have enabled in your account.

For each Aha! product, you can see a breakdown of the number of seats you have paid for and allocated ā and how many are active. To adjust your settings, you can Add or remove paid seats, Change your plan, Cancel your plan, or Manage individual user permissions in your account.
You can review your plan type, number of paid seats, number of paid seats in use, number of users of each type, and the date of your first invoice.
From here, click Manage users to move to the Billing Users settings, or click Add or remove paid seats to open the Upgrade or downgrade modal and adjust the number of paid seats in your account. You can also cancel your subscription from this section.
The Billing information section is your billing profile. From here, you can adjust your Billing email where we will send your Aha! invoices or update your credit card information.

The Restrict user management setting provides an extra layer of control over your account. Check the box to limit who can assign unallocated seats in your account to administrators with billing permissions and workspace owners assigned to a paid seat group.

Click Update to save your changes.
Once you receive your first Aha! invoice, the Invoices section will start to populate.

You can see the most recent invoices sorted by date here. Click View PDF to download a PDF of a given invoice.
- Run a successful Aha! trial
- Get started with your new account
- How to build a roadmap in five steps
- Import data
- Explore a demo workspace in your account
- Explore a product workspace in your account
- Explore an IT workspace in your account
- Explore a project workspace in your account
- Explore a services workspace in your account
- Explore a business operations workspace in your account
- Explore a marketing workspace in your account
- How to create a custom whiteboard template
- How to build a roadmap in five steps
- How to visualize linked dependency statuses at scale
- How to import your backlog from Jira
- How to show the strategic progress at multiple levels
- How to identify schedule risks with calculation columns
- How to visualize cross-team capabilities with custom tables (Enterprise+)
- How to add a custom field
- How to pull work from Aha! Roadmaps into Aha! Develop
- How to share a report, roadmap, or view
- How to identify and prioritize high-value ideas
- How to import a Jira backlog into your Aha! account as ideas
- How to edit a status workflow
- How to build your product strategy
- How to host a collaborative brainstorming session
- Workspaces
- Workspaces and workspace lines
- Differences between workspace types
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Notebook menu
- Files
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Duplicate workspace and workspace line prefix error
- Account settings
- Account billing settings
- Account customization settings
- Workspace settings
- Workspace ideas settings
- Workspace import settings
- Integration settings
- Manage your workspace settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Automation (Enterprise+)
- Introduction to ideas
- Proxy votes
- Configure your ideas portal
- Manage ideas portal users
- Manage submitted ideas
- Ideas prioritization page
- Emailed ideas
- Submit-only ideas portal
- Private ideas portal
- Public ideas portal
- Ideas overview page
- Ideas chart page
- Create a central workspace to manage all ideas
- How promoted record status drives idea status
- Configure your own ideas portal URL with a CNAME (Ideas Advanced plan)
- Carry over custom field values from ideas to other record types
- "Filter by status" displays duplicate statuses on ideas portal
- Create one ideas portal for all of your workspaces
- Advanced custom portal design
- Import ideas and portal users
- Custom fields for ideas
- Idea management notifications
- Ideas portal weekly summary email
- Manage portal spam
- Introduction to features
- Introduction to epics
- Introduction to requirements
- Tips for managing and prioritizing features
- User story maps
- Workflow board
- Feature scores
- Features prioritization page
- Mockups
- Copy, move, or bulk edit features
- When to use initiatives vs. epics
- Convert features to other record types
- Create flowcharts in the mockups tool
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
- Introduction to analytics
- Dashboards
- Reports overview
- Step-by-step examples: List reports, pivot tables, and custom roadmaps
- Filter your reports and roadmaps
- List report
- Perform calculations on data in list reports
- Pivot table
- Charts
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
- Dependency report
- Hierarchy report
- Diagram report
- Bulk edit records
- Report on workspace documents
- Access Aha! Notebooks
- Notes
- View Aha! records on whiteboards
- AI writing assistant
- Template library
- Guest access
- Share documents
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- Statuses and workflows
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Introduction to advanced equations
- Field identifiers for advanced equations
- Custom equation functions and operators
- Filter arrays with logical operators
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Manage at-risk work
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFeĀ®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- How to set product strategy
- How to capture and prioritize customer ideas
- Best practices for launching your ideas portal
- Best practices for managing product platforms
- Best practices for managing solution offerings
- Best practices for managing product components
- Best practices for managing complex product bundles
- Best practices for creating a product information hub
- Best practices for using documents to collaborate with stakeholders
- Enterprise+ plan features
- Advanced custom layouts (Enterprise+)
- Automated scorecard metrics (Enterprise+)
- Automation (Enterprise+)
- Back up your account (Enterprise+)
- Configure team capacity planning (Enterprise+)
- Custom roles (Enterprise+)
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Enable IP address based access control (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Getting started with capacity planning (Enterprise+)
- Integrate with security webhooks (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Monitor your account activity (Enterprise+)
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Team capacity report (Enterprise+)
- Work requests (Enterprise+)
- Workspace templates (Enterprise+)
- Account SSO | SAML 2.0
- Account SSO | Google Cloud Identity
- Account SSO | Okta
- Account SSO | OneLogin
- Account SSO | Microsoft Azure Active Directory Services (Azure AD)
- Account SSO | Microsoft Active Directory Federation Services (ADFS)
- Account SSO | Bitium
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory Services (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Troubleshoot single sign-on issues
- How to think about integrating Aha! Roadmaps with your development tool
- Manage your integrations
- Create multiple development tool integrations for a single workspace
- Integrate one workspace with multiple third-party systems
- Integrate with your calendar application
- Allow list IP addresses for on-premises development tools
- Manually send Aha! Roadmaps records to development tools
- Import data from your development system
- Create an integration template
- Map fields between Aha! Roadmaps and your development system
- Configure links between integrated records
- View integration log messages
- How to diagnose development tool integration log messages
- Convert an integration from 1.0 to 2.0
- Move records with Jira or Rally
- Link records in Aha! Roadmaps with existing records in another system
- Send changes and accept imports from another system
- Resync Aha! Roadmaps with your development tool
- Move a linked record to another workspace
- Map a single Aha! Roadmaps record type to multiple development system record types
- Integrate a single workspace with multiple projects from the same development tool
- Send records in bulk to integrated tools
- Import error: no valid relationship link
- Integrate with Azure DevOps
- Recommended Azure DevOps mappings
- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
- Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)
- Use the Azure DevOps integration through a web proxy
- Integration guides
- Integrate with Jira
- Detailed Jira integration instructions
- Recommended Jira mappings
- Integrate with Jira Server on-premises
- Migrate from Jira Server to Jira Cloud
- Use the Jira integration through a web proxy
- Integrate with Jira next-gen projects
- Sync sprints between Aha! Roadmaps and Jira
- Track capacity between Aha! Roadmaps and Jira
- Use webhooks for Jira integrations
- When multiple webhooks are needed and why
- Integrate a single Aha! Roadmaps workspace with multiple Jira projects
- Integrate with Jira when each project has one record type
- Map records between Aha! Roadmaps and Jira Core
- Integrate with Jira (version 1.0)
- Jira integration guides
- Integrate with Salesforce (Advanced plan)
- Gather customer feedback with Salesforce (Advanced plan)
- Link Aha! Roadmaps and Salesforce records in bulk (Advanced plan)
- Integrate with Salesforce for idea capture (Legacy access)
- Salesforce application release notes
- Import Salesforce links by CSV (Advanced plan)
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Manage submitted ideas
- Idea management notifications
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
- Introduction to ideas portals
- Configure your ideas portal
- Advanced custom portal design
- Manage ideas portal users
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Ideas portal weekly summary email
- Display multiple languages in your portal (Advanced plan)
- Create a custom ideas portal domain (Advanced plan)
- Custom pages (Advanced plan)
- Polls (Advanced plan)
- Manage portal spam
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Introduction to the community feedback widget (Advanced plan)
- Introduction to the polls widget (Advanced plan)
- Introduction to the in-app idea submission widget (Advanced plan)
- Install in-app feedback widgets in your web application (Advanced plan)
- Frequently asked questions about in-app feedback widgets (Advanced plan)
- Notes
- Guest access
- AI writing assistant
- Template library
- View Aha! records on whiteboards
- Share documents
- Introduction to whiteboards
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- The whiteboard toolbar
- Collaborate on whiteboards
- Convert whiteboard content to ideas
- Portal SSO | SAML 2.0
- Portal SSO | JSON Web Token
- Portal SSO | OpenID Connect
- Portal SSO | Google Cloud Identity
- Portal SSO | Salesforce
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
- My work
- To-dos
- Documents
- Notes
- Templates
- Text editor
- Keyboard shortcuts
- AI writing assistant
- Share documents
- Guest access
- Workspaces (Advanced plan)
- Comments (Advanced plan)
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Account profile settings
- Account billing settings
- Account customization settings
- Team settings
- Team status automation settings (Develop Advanced)
- Team import settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Import Trello cards and lists
- Automation (Advanced plan)
- Introduction to extensions
- Extension library
- Build your first extension
- Build your first importer extension
- Create an extension
- Extension contribution types
- Importer extension contributions
- View extension contributions
- Command extension contributions
- Event handler extension contributions
- Endpoint extension contributions
- Settings extension contributions
- Store extension data
- Write extension contribution code
- Install an extension
- Debug an extension
- Package.json file format
- Extension API reference
- CLI reference
- GraphQL API
- Model API
- Extension fields
- Extensions security model
- Notes
- Guest access
- Template library
- The text editor
- AI writing assistant
- View Aha! records on whiteboards
- Share documents
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- Introduction to reports (Advanced plan)
- Velocity report (Advanced plan)
- Throughput report (Advanced plan)
- Cycle time report (Advanced plan)
- Burndown chart (Advanced plan)
- Delivery risk report (Advanced plan)
- Value delivered report (Advanced plan)
- Work delivered report (Advanced plan)
- Sprint retrospective report (Advanced plan)
- Report on workspace documents
- Gain executive alignment on your product roadmap
- How to build your 2024 product roadmap
- Is bad capacity planning destroying your roadmap?
- Boost customer research with AI
- How to integrate with Salesforce
- One place for your product notes and whiteboards
- Better ways to track dependencies
- Explore the world of advanced reporting
- Create reports like a product pro
- Aha! and Pragmatic Marketing = Product management success
- How to integrate with Jira
- Learn the newest way to score features
- How to keep product managers and engineers in sync
- Build impressive roadmaps with the right details
- Understand the customers behind the ideas
- Build your best roadmap presentation
- The best new ways to gather feedback
- Create a beautiful ideas portal
- Say "yes" or "no" to features
- Organize your work with custom layouts
- Build interactive dashboards
- Manage big plans with the new Gantt chart
- Advanced features for complex work
- 3 most popular new roadmap features