Aha! Roadmaps connection account configuration

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Aha! Roadmaps connection
Aha! Roadmaps connection account configuration

Before we get to some best practices, let's move through the account-level settings of your connected account. Navigate to Settings ⚙️→ Account to follow along. You will need to be an administrator to do this.

Administrator type	Account-level setting	Connected account availability	Details
Account	Custom domain	Shared	One domain will access either product, depending each user's permissions.
	Single sign-on (SSO)	Shared	SSO is account-wide, not product specific.
Billing	User permissions	Your choice	Users in Aha! Roadmaps workspaces and Aha! Develop teams can have either no access, viewer access, or editor access to work in other workspaces or teams.
	Invoices	Shared
Customizations	Workspace hierarchy	Aha! Roadmaps only	Aha! Roadmaps uses workspace lines and workspaces to create custom hierarchies. Aha! Develop uses non-hierarchical teams. From the hierarchy dropdown at the top of any page, users in either product can see workspaces and teams that they have access to.
	Teams	Aha! Develop only	Aha! Roadmaps uses workspace lines and workspaces to create custom hierarchies. Aha! Develop uses non-hierarchical teams. From the hierarchy dropdown at the top of any page, users in either product can see workspaces and teams that they have access to.
	Statuses and workflows	Unique — but shared visibility	Records in each product have their own workflows, to match the unique workflows that developer and product teams need. When records are shared between products — if both product and developer teams are contributing to a feature, for example — then both workflows are visible to everyone working on the record.
	Workflow approval groups	Aha! Roadmaps only — but approvals in general are available in both products.	Workflow approval groups can only include users from Aha! Roadmaps Aha! Develop can make use of fixed workflows (which require approvals to move between statuses) and ad hoc approval to-dos.
	System broadcasts	Shared	Broadcasts will appear in all workspaces and teams in your account.
	Aha! scorecards	Shared	Both products can include custom scorecard fields in their record layouts. Only Aha! Roadmaps has a workspace-level setting to configure default scorecards per workspace.
	Time frames	Aha! Roadmaps only	Only Aha! Roadmaps uses goals and initiatives.
	Tags	Shared
	Custom fields	Shared	Custom fields created in one product can be used in the other.
	Custom record layouts	Your choice	Share a record layout between the two products Create a unique layout for each product so that developers see only the fields that are relevant to their workflow, and vice versa.
	Custom tables	Aha! Roadmaps only
	Ideas portals and organizations	Aha! Roadmaps only	Ideas portals are for Aha! Roadmaps only, but ideas can be promoted to epics, features, or requirements, all records that Aha! Develop can access.
	Capacity planning	Shared	Users in either product can update a record's estimate The capacity report will display Aha! Develop records The capacity report is only accessible from Aha! Roadmaps For best results, keep the capacity planning units the same between the two products.
	Extensions	Your choice	Aha! Develop extensions can affect Aha! Roadmaps records if you choose to build one to do so. Aha! Roadmaps cannot register a full-page extension.
	Recycle bin	Shared

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