This article is about configuring SSO for your Aha! Ideas account. Read these articles if you want to configure SSO for your ideas portal.
Aha! Ideas | Account SSO | Microsoft Azure Active Directory (Azure AD)
You can use Microsoft Azure Active Directory (Azure AD) as an identity provider for users in your Aha! Ideas account based on SAML 2.0. You will need to be an administrator in Aha! Ideas and in Azure AD to configure SSO.
User permissions |
|
Troubleshooting | |
Further reading |
|
Click any of the following links to skip ahead:
In Azure AD
Log in to Azure AD. If you have not already done so, select the Azure Active Directory service from the left sidebar.
Click Enterprise applications.
Select All applications from the Application type dropdown.
If you do not see Aha! as one of your available applications, you may need to add it. Click New application.
Scroll or search for the Aha! application, then select it.
Click Create.
In the getting started form, Name your application, then move on to the SAML SSO configuration quick start guide.
Otherwise, on the Aha! application integration page, find the Manage section and select Single sign-on.
On the Select a Single sign-on method page, select SAML.
On the Set up Single Sign-On with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.
On the Basic SAML Configuration section, perform the following steps:
In the Sign on URL text box, type a URL using the following pattern:
https://<customdomain>.aha.io/session/new
In the Identifier (Entity ID) text box, type a URL using the following pattern:
https://<customdomain>.aha.io
On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Federation Metadata XML and select Download to download the certificate and save it on your computer.
On the Set up Aha! section, copy the appropriate URL(s) based on your requirement.
Under Attributes & Claims, the default value for the Unique User Identifier will not work. Instead of user.userprincipalname
, please use user.employeeID
or user.objectID
. The attributes available will depend on your Azure AD account configuration.
In your Aha! account
Log into your Aha! account and go to Settings ⚙️ Account Security and single sign-on Single sign-on.
Select SAML 2.0 as your Identity provider.
Name your configuration.
The SAML 2.0 configuration will display. Change Settings using to Metadata File.
Upload the Federation Metadata XML that your downloaded from Azure AD.
Enter the remaining fields following the SAML 2.0 configuration instructions.
Configure custom attributes
This is an optional step but a useful one. You can provision your Aha! users with user and hierarchy permissions. This makes it easier for new users to engage with your Aha! account, and saves you time managing users individually.
To do this:
Go to the enterprise application in Azure AD.
Select Single Sign-On where SAML should be configured.
Edit attributes and claims. Add one or two new claims.
ProductPrefix
The ProductPrefix role grants a user access to specific Aha! workspaces, workspace lines, or teams.
You can find a list of workspace prefixes by navigating to:
Aha! Roadmaps and Aha! Ideas: Settings ⚙️ Account Workspaces
Aha! Develop: Settings ⚙️ Account Teams
You will need to be an administrator with customization permissions to access these pages.
The workspace or team you select with ProductPrefix is added to the user only at the time that they are first provisioned, and will not update if you change this attribute later. This attribute is very handy for giving new users a default workspace or team when they first join your account. For advanced hierarchy permissions, navigate to
Settings ⚙️ Account Users
You will need to be an administrator with billing permissions to do this.
If you set the ProductPrefix attribute, you also need to set the ProductRole attribute.
To do this in Azure AD:
Name the claim ProductPrefix.
Expand the Claim conditions section.
Select User Type as Any.
Select the Azure AD Group to which you want to assign access to this ProductPrefix.
Set the Source as Attribute.
Under Value, enter the appropriate Aha! workspace, workspace line, or team Prefix.
Although this appears to be a dropdown to select a value from, you will need to manually enter a prefix here. ProductPrefix is the short code prefix of the hierarchy element, not the element's full name. The prefix is used to code records in that workspace, line, or team. For example, a workspace named Mobile might have a ProductPrefix MBL.
ProductRole
The ProductRole attribute works in conjunction with the ProductPrefix attribute and allows you to specify which level of access a user should have.
ProductPrefix is only used when a user is initially provisioned. Values match with Aha! user permission roles and must be one of the following:
product_owner
contributor
reviewer
viewer
none
To do this in Azure AD:
Name the claim ProductRole.
Expand the Claim conditions section.
Select User Type as Any.
Select the Azure AD Group to which you want to assign access to this ProductRole.
Set the Source as Attribute.
Set the Value to the appropriate user permission role.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.
- Notes
- View Aha! records on whiteboards
- Template library
- AI writing assistant
- 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
- Create wireframes on whiteboards
- 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
- Create wireframes on whiteboards
- 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 SAFe®
- 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
- Create wireframes on whiteboards
- 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
- Create wireframes 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
- Create wireframes on whiteboards
- 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
- How to create the perfect workflow
- How to import your data
- How to set strategic goals
- How to estimate and track product value
- How to build a strategy roadmap
- How to research and evaluate competitors
- How to configure your Jira integration
- How to edit a status workflow
- How to prioritize work with the Aha! score
- How to visualize dates and dependencies
- How to import your Jira backlog
- How to create a release template
- How to include calculation columns in pivot tables
- How to create a calendar report
- How to create a features roadmap
- How to create a portfolio roadmap
- How to customize feature cards
- How to organize your hierarchy report
- How to create a clear vision
- How to customize your ideas portal
- How to share visual roadmaps via your ideas portal
- How to identify and prioritize high-value ideas
- How to promote ideas to your roadmap
- December 7, 2023 Introducing wireframes in whiteboards
- November 30, 2023 Invite guests to collaborate on documents
- November 16, 2023 Export pivot reports to whiteboards
- November 14, 2023 Encourage more feedback with the new idea visibility setting
- November 9, 2023 Create personal document templates
- October 31, 2023 Draft release notes with AI
- October 26, 2023 View dependencies on whiteboards
- October 19, 2023 Embed videos and GIFs in whiteboards
- October 17, 2023 The new prioritization view for initiatives is here
- October 12, 2023 Add a template to an existing note
- October 10, 2023 New retrospective reports
- October 3, 2023 See what launched in Q3
- September 28, 2023 Add emoji reactions on whiteboards
- September 26, 2023 New template to help customers share their ideas with you
- September 21, 2023 Improved tables in whiteboards
- September 19, 2023 Your features roadmap has a new look
- September 14, 2023 Capture feedback directly in whiteboards
- September 12, 2023 Aha! Ideas Advanced + Salesforce
- September 7, 2023 New ways to collaborate with key stakeholders
- August 24, 2023 Finally, one place for your notes and whiteboards
- August 22, 2023 Set up recurring to-dos
- August 15, 2023 Introducing AI-powered ideas exploration
- August 8, 2023 Fresh look for Gantt charts
- August 3, 2023 Create custom whiteboard templates
- July 27, 2023 New whiteboard features to streamline teamwork
- July 25, 2023 We refreshed your Ideas Overview page
- July 20, 2023 Introducing Aha! Notebooks for teams
- July 18, 2023 Set realistic limits for product work
- July 13th, 2023 Access your previous prompts in the AI writing assistant
- July 11, 2023 Manage feature research in one place
- July 6, 2023 Highlights from Q2
- June 29, 2023 New ways to format text
- June 20, 2023 Drive more engagement in your ideas portal
- June 14, 2023 Visual refresh for custom roadmaps
- June 6, 2023 Streamline tasks with focused automations
- May 31, 2023 Now add notes and whiteboard users to your account
- May 31, 2023 Aha! Notebooks — Your Product Documents, Whiteboards, and Tasks in One Place
- May 25, 2023 Embed media files in documents
- May 23, 2023 New ServiceNow integration
- May 11, 2023 6 new whiteboard templates for business planning
- May 9, 2023 Better visibility into proxy votes for ideas
- May 4, 2023 New clip tool to cut images in whiteboards
- April 20, 2023 Introducing our new AI writing assistant
- April 18, 2023 New way to manage dependencies
- April 13th, 2023 40 Note and whiteboard templates for product managers
- April 11, 2023 Manage risks at scale
- April 4, 2023 11 most popular Aha! software features launched in Q1 2023
- March 30, 2023 6 New whiteboard templates to start building your product roadmap
- March 28, 2023 New customer revenue insights
- March 23, 2023 Add timelines and progress bars to whiteboards
- March 21, 2023 Coming soon! Feature cards get a fresh look
- March 16, 2023 Add tables to whiteboards
- March 14, 2023 New poll options to gather feedback
- March 9, 2023 More improvements to whiteboards
- March 8, 2023 A new way to share priorities with engineering
- February 23, 2023 Introducing a new program board for PI planning
- February 15, 2023 Private comments now supported in ideas portals
- February 8, 2023 Manage risks and release on schedule
- February 2, 2023 Manage team schedule changes
- January 25, 2023 Share workspace documents broadly
- January 19, 2023 Do more with whiteboards
- January 11, 2023 Catch up with the latest Aha! updates
- December 8, 2023 release notes
- December 1, 2023 release notes
- November 17, 2023 release notes
- November 10, 2023 release notes
- November 3, 2023 release notes
- October 27, 2023 release notes
- October 20, 2023 release notes
- October 13, 2023 release notes
- October 6, 2023 release notes
- September 29, 2023 release notes
- September 22, 2023 release notes
- September 15, 2023 release notes
- September 8, 2023 release notes