Aha! Roadmaps | Manage presentation access
Aha! presentations provide an easy way to organize roadmaps, reports, and other information from your Aha! account and then share it with external audiences. As you begin to circulate your presentation, you may want to invite other Aha! Roadmaps users to collaborate with you. You might also want to consider configuring security settings to restrict access to your presentation.
Click any of the following links to skip ahead:
Add collaborators to a presentation
Initially, only the user who creates the presentation can edit it, but other users can also be added as collaborators. Collaborators are other users in your account that have access to edit your presentation within Aha! Roadmaps.
To add collaborators to your presentation:
Go to Roadmaps Library Presentations and then click on a presentation in the list.
Click the More options button on the top-right corner of the page and select Manage collaborators. If you want to collaborate on a presentation with someone else from your team, you can give them access by selecting their name. Each collaborator will be able to view, edit, and add more pages to the presentation.
If you are using a presentation to create a presentation theme and apply consistent branding across multiple presentations, collaborators on the presentation where you have created a theme can also adjust the theme layouts for that theme.
When you are ready to publish the presentation, click Generate secure webpage, Generate PDF, or Download PDF.
Change presentation ownership
Aha! administrators can take control of any presentation.
To change the owner of a presentation:
Go to Roadmaps Library Presentations and click the More options button beside a presentation, then click View details.
In the presentation's drawer view, click the More options button again, and then select Take over.
Click the Take over button to immediately transfer ownership to yourself.
Web presentation security
When you create a web presentation, Aha! Roadmaps generates a secure link that will not be indexed by search engines. You can then share that link as desired with the proper stakeholders. Links display on the page cards to quickly navigate to the view in Aha! Roadmaps If the card represents a saved view, it will also include a bookmark icon to the left of the hyperlink.
You can add additional protection to a presentation by requiring a password to access it. Navigate to the Export button in the upper right of your screen and select Share as webpage. Find the Sharing settings. From here, you can change the password or remove it completely. Users will need to re-enter the password if it changes.
You can go to Settings āļø Account Security and single sign-on and restrict web presentation access to Aha! users only. This adds another layer of protection on who can access presentations.
Enterprise+ customers should be mindful that if IP based access control has been enabled on your account, any users trying to access the presentation from outside of the specified IP addresses will be blocked.
- Documents
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- Introduction to whiteboards
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- 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
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- Getting started with capacity planning (Enterprise+)
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- Introduction to ideas
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- Introduction to features
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- Should I put bugs on my product roadmap?
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- Introduction to analytics
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- Resolve capacity conflicts (Enterprise+)
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- Report on a record's time in status
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- Introduction to whiteboards
- The whiteboard toolbar
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- Add Jira records to whiteboards
- Add ADO work items to whiteboards
- Create a whiteboard presentation
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- Text editor
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- Track history and restore historical versions
- Comment and collaborate on text
- Embed a whiteboard
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- Knowledge base accessibility best practices
- Report on knowledge bases (Aha! Knowledge Advanced)
- Meta descriptions (Aha! Knowledge Advanced)
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- Statuses and workflows
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- 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
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- Best practices for stakeholder alignment: Set product strategy
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- Best practices for stakeholder alignment: Prioritize the best ideas
- Best practices for stakeholder alignment: Create your product roadmap
- Best practices for stakeholder alignment: Manage product launches
- Best practices for stakeholder alignment: Communicate roadmap progress
- 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
- Best practices for setting product strategy
- Best practices for capturing and prioritizing 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+)
- Connect with Aha! Develop (Advanced plan)
- Report on Aha! Develop records in Aha! Roadmaps
- Aha! Develop connection overview
- Aha! Develop connection best practices
- Aha! Develop connection reporting
- Aha! Develop connection account configuration
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- Team status mapping
- Unified backlog management
- Enterprise+ functionality in the Aha! Develop connection
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- Portal SSO | Link portal users to organizations (Advanced plan)
- Knowledge base SSO | SAML 2.0 (Aha! Knowledge Advanced plan)
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- Knowledge base SSO | JSON Web Token (Aha! Knowledge Advanced)
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- Knowledge base SSO | OneLogin (Aha! Knowledge Advanced)
- Knowledge base SSO | Entra ID (Aha! Knowledge Advanced)
- Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS) (Aha! Knowledge Advanced)
- Knowledge base SSO | Salesforce (Aha! Knowledge Advanced)
- 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
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- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
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- Use the Azure DevOps integration through a web proxy
- Integration guides
- Integrate with Jira
- Detailed Jira integration instructions
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- 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
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Portal notification emails
- Troubleshoot portal notification emails
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
- Salesforce opportunity report (Advanced plan)
- Analyze ideas with AI (Advanced plan)
- Manage submitted ideas
- Customize ideas
- Merge ideas
- Pin ideas
- Respond publicly to ideas portal users
- Report on trending ideas
- Introduction to ideas portals
- Ideas portal settings
- Advanced custom portal design
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Portal comments
- Ideas portal weekly summary email
- Dynamic idea submission forms (Advanced plan)
- 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
- Ideas portal users
- Invite portal users
- Manage portal users
- 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 | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Link portal users to organizations (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Community feedback widget (Advanced plan)
- Polls widget (Advanced plan)
- Idea submission widget (Advanced plan)
- In-app feedback widget installation (Advanced plan)
- In-app feedback widget FAQs (Advanced plan)
- Documents
- Share documents
- Guest access
- Template library
- AI writing assistant
- Meetings
- 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
- View Aha! records on whiteboards
- Create a whiteboard presentation
- The text editor
- Text editor toolbar
- Style text
- Add and modify tables
- Comment and collaborate on text
- Embed a whiteboard
- Add and comment on media
- Track history and restore historical versions
- Notes
- Access notes
- Create notes
- Note templates
- Organize notes
- Add media to notes
- Add Aha! views and whiteboards to notes
- Add header images to documents and folders
- Lock note editing
- Share and export your notes