This article discusses functionality that is included in the Enterprise+ plan. Please contact us if you would like a live demo or would like to try using it in your account.
Aha! Roadmaps | Manage account billing
If you are an administrator with billing permissions, you can manage your Aha! account subscription from the account-level billing settings. Add or remove Aha! products, change your plan types, update paid seat allocations, and review invoices all from these settings.
To do this, first navigate to Settings āļø Account Billing.
Click any of the following links to skip ahead:
Manage your subscription
The Plans section gives you a snapshot of your Aha! account subscription, for each Aha! product you have enabled in your account.
Your Aha! Roadmaps account includes essential Aha! Notebooks and Aha! Ideas functionality. You can also combine Aha! products into one account with add-on plans.
Aha! Ideas Advanced brings greater customers insights into your strategic planning process by expanding your feedback channels.
Aha! Notebooks Advanced and Advanced+ plans bring colleagues into your workspace so they can view, edit, and create notes and whiteboards ā without the need to make them full Aha! Roadmaps users.
Aha! Develop Advanced brings your development team into your Aha! account, with their unique workflows, dedicated workspace, and shared Aha! records āĀ so that you can create a unified product development environment, no field mapping required.
In the Plans section at the top of the page, find the Aha! product you want to change.
Click Add or remove paid seats to manage the number of paid licenses you have. This number should reflect the total number of licenses you wish to have on your account. For example, say you have 200 total seats in your account. If you wanted to increase the seat count by five, you would need to change the number to 205. If you wanted to reduce the count by five, you would need to change the number to 195.
If you increase the seat count, a pro-rated invoice will automatically be generated to co-term the new seat licenses with your current billing period.
If you decrease the seat count, your account will be unaffected until the end of the current billing period.
Reducing the total number of seats to 0 will not cancel your subscription.
Press the Cancel subscription button at the top of the page next to the Add or remove paid seats button to cancel your subscription.
From this section you can also click Change plan or Cancel plan to contact the Customer Success team about plan updates.
Create paid seat groups (Enterprise+)
Paid seat groups are an account management option available to Enterprise+ customers. This functionality is particularly important for organizations managing a large number of users across multiple teams within a single account.
Paid seat groups allow administrators with billing permissions to segment the user licenses in the account by group, allocating a subset of the total licenses to each group. This gives billing administrators control of license allocation to ensure one group does not accidentally consume the licenses that were purchased by another group.
A billing administrator has access to create as many groups as they want. When creating a group, they can assign workspace owners as paid seat group owners. The group owners can add users to the account with the constraints imposed by the group they are adding users to. They cannot add more users than the group allows.
Unless paid seat group owners are also administrators with billing user permissions, they cannot access account level settings such as the Settings āļø Account Billing page. Paid seat group owners manage users through the Users page by navigating their workspace settings.
From there, they can click Add user to invite either an Existing or New user, and use the Paid seat group dropdown to add that user to a paid seat group for which they are an owner.
Only administrators with billing permissions can see a list of paid seat group members or remove users from a paid seat group.
Restrict user management (Enterprise+)
Enterprise+ customers can also access the Restrict owners setting. When this setting is enabled, the ability to add users is limited to billing administrators and workspace owners assigned as paid seat group owners.
To enable this setting, navigate to Settings āļø Account Billing and scroll down to Restrict user management. Select the checkbox next to Restrict owners and click Update to apply the change.
View invoice history
In the last section of the billing page you can view the full history of every invoice, including Invoice number, Date, and Total. Click View PDF to download any invoice as a PDF.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.