Aha! Whiteboards | Add or remove users

Follow these instructions to increase or decrease the number of paid seats (also called licenses) in your Aha! account.

Permissions

Further reading

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Before you add a seat

  • When you add a paid user, an invoice is automatically created and your credit card is immediately charged for the pro-rated difference.

  • You can specify a PO number to appear on the resulting invoice when adding paid users.

  • You can only invite users if open paid seats are available or if your plan allows adding viewers and reviewers at no cost.

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Before you remove a seat

  • When you reduce seats, the change applies at the end of the current billing period.

  • If the number of seats is reduced below the number of users in your account, users are automatically deactivated as necessary, keeping those who have logged in most recently.

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Add or remove seats

  1. Navigate to Settings ⚙️ Account Billing. You will need to be an administrator with billing permissions to do this.

  2. In the Plans section, choose the appropriate Aha! product and click Add or remove paid seats.

  3. In the modal, add or remove seats, then click Apply changes when you have finished.

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Change plans

If you want to switch plan types:

  1. Navigate to Settings ⚙️ Account Billing. You will need to be an administrator with billing permissions to do this.

  2. In the Plans section, choose the appropriate Aha! product and click Change plan. This will populate an email to Customer Success team.

  3. Add the plan type you want to change to, then click Send. We respond to requests very quickly. You can also select Live chat for a quicker response.

If you want to change your billing frequency, you will need to contact Customer Success as well:

  1. Navigate to Settings ⚙️ Account Billing. You will need to be an administrator with billing permissions to do this.

  2. In the top right of the Plans section, you can see your Aha! account's current billing frequency, as well as the next invoice date.

  3. Click the Question mark (?) menu at the top of your screen, then select Get help from an expert.

  4. Select Live chat or Email support. We respond to requests very quickly.

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