This article is part of a series of settings overview articles:
Account |
Team |
Personal |
Just like your personal profile, the first section of Aha! Develop account settings helps you control the look of your account and the experience new users have when they first join it.
There are three levels of account settings in Aha! Develop. These correspond to the three levels of administrator permissions: Account, Billing, and Customizations. In this article, we will focus on the Account settings. To explore other settings, use the links at the top of the page.
You need to be an administrator with account user permissions to access this section of the account settings.
Open your account settings by clicking on User menu -> Settings → Account. Click any of the links below to skip ahead.
Profile
The Profile settings control the name and domain of your Aha! Develop account.
Name
Set the Name for your Aha! Develop account. Generally, this is the same as your company name. After you update it, click Update account profile to save your changes.
Custom domain
The Custom domain field is the domain name that you will give to your users to access your account — e.g. https://yourcompanyname.aha.io. You select it when you first sign up for an Aha! Develop trial.
It is possible to change your account's custom domain name, though it is a fairly significant undertaking. A domain name change will affect your Aha! Develop account and data.
You can change your account's domain name to anything that has not already been taken. If the name you want has been taken, please contact our Customer Success team and we will see if we can help.
A domain name change will affect any bookmarks and saved links to your Aha! Develop account. Those links will need to be updated.
To change your domain name:
Ensure that all other users are logged out of your Aha! Develop account so they do not receive error messages.
Go to User menu -> Settings → Account → Profile.
Type your new domain name in the Custom domain field.
Click Update account profile.
Custom color palettes
Account administrators can create custom color palettes that are available for all users in your account. These palettes make your brand colors available across Aha! software, so people can use the same colors in reports, notes, and whiteboards without copying hex codes.
To create or manage custom color palettes, go to User menu → Settings → Account → Profile and scroll to the Custom color palettes section.
Select Add color palette.
Name the new palette.
Select add (+) to add colors the palette. You can select colors provided in the color picker or add hex codes individually.
The new color palette saves automatically and is instantly available across your account.
You can create up to 10 custom color palettes, with up to 36 colors in each palette. Drag and drop color palettes in your account settings to control the order they appear in the color picker. Select the trash icon to delete a palette.
After you add custom color palettes, people in your account can use them anywhere the color picker appears. Users can switch between palettes from the color picker menu.
The color picker also includes additional options to help you work faster:
Recents: Recently used custom colors appear here for quick access.
Eyedropper: Pick a color from anywhere on your screen.
Color names on hover: Move over a swatch to view its color name.
Security and single sign-on
These settings affect the information in your Aha! Develop account — who can access it and how you choose to share it. Let's start with enabling two-factor authentication.
Duo Security two-factor authentication
Two-factor authentication (2FA) can improve your Aha! Develop account's security by adding another level of protection to the login process. When you first log in, an integrated security platform sends a message to your phone (mobile or landline) asking you to confirm that you are the person who initiated the login. Once you confirm, the login is successful.
If you did not initiate the login attempt, you can deny the attempt and avoid a security breach.
We have integrated Aha! Develop with Duo Security for two-factor authentication. Duo offers several authentication techniques, simple configuration, and a free plan for small teams. If enabled, two-factor authentication applies to all users in your Aha! Develop account.
To enable 2FA in your account:
An Aha! Develop administrator must first sign up for a Duo account. There is no need to add your Aha! Develop users to Duo manually — they will be added automatically the first time they log into Aha! Develop after two-factor is enabled.
In Duo, navigate to Applications and select Protect an Application. Set the Type to Web SDK, and Name your application "Aha!" (or something similar).
Use Duo's default settings and copy the Client ID, Client secret, and API hostname values for when you move to Aha! Develop to enable two-factor authentication.
In Aha! Develop, navigate to User menu -> Settings → Account → Security and single sign-on → Duo Security two-factor authentication.
Enter the values you copied from Duo into the appropriate Aha! Develop fields, then click Update authentication.
Test the authentication by using a different browser (or a different device), so that you can change the settings if they are wrong. In your alternate Aha! Develop instance, try logging in. After entering your email address and password, you will be prompted to enroll for two-factor authentication.
To configure 2FA for your account:
The first time you log in to Aha! Develop after 2FA has been enabled, you will see a pop-up. Click Start Setup to continue.
You will be prompted to select the device that Duo will use to verify your login attempts. We suggest using your mobile phone.
Enter your location, phone number, and type of phone.
If you have selected your mobile device, launch the appropriate app store to download and install the free Duo app.
We strongly suggest that you tap OK when asked if Duo Mobile should be able to send push notifications to you. This is important because when you log into the Aha! Develop web application, you will automatically receive a notification on your phone. After you hit Confirm on your phone, you will be automatically be logged in into your Aha! Develop account.
To set up a new mobile device for 2FA:
If you replace your device, you will need to reactivate your account in order for Duo's push notifications to function.
If your Duo administrator has you set up to manage your own devices, you can do this yourself. Otherwise, you will need to contact the Aha! Develop administrator with admin access to your Duo account to send an activation link to your new device.
Single sign-on
Use the Single sign-on section of the settings enable single sign-on (SSO) in your account.
Aha! Develop supports SAML 2.0 and Google Cloud Identity as identity providers. Use the Identity provider dropdown to select your preferred identity provider, and follow the prompts to enable SSO and apply it to specific teams. Click Enable to enable SSO.
Share document security
You can share personal and team notes and whiteboards with anyone, even people who are not users in your Aha! account. If you need to invite partners, contractors, or customers to collaborate in a note or whiteboard, provide them with a shareable link.
Only team owners and contributors can share team documents, but any user in your Aha! account can share personal documents.
Check the box next to Enable document sharing to allow document sharing outside of your Aha! account. Uncheck it to disable document sharing.
If you disable document sharing, users in your account will not be able to share notes or whiteboards — and any existing shareable links will stop working. Anyone outside your Aha! account who previously accepted a shared document will no longer have access to it.
Document previewer control
The Document previewer control setting enables and disables document previews.
Aha! Develop generates previews of files attached to Aha! Develop records using Google. The preview allows you to view the attachment without leaving Aha! Develop and opening another program. If you do not want this option to be available to you — if you want your users to access attachments in their program of origin for security reasons, for example — you can disable it here.
Click Update preview control when you have made your selection.
Enable extensions
Extensions use JavaScript to extend the Aha! Develop user interface as well as to automate actions within Aha! Develop and between Aha! Develop and other systems. Any user in your account can create an extension but only an administrator can install an extension in your account.
Check Allow extensions to enable or disable extensions in your Aha! Develop account.
Allow list IP addresses for on-premise systems
The Allow list IP addresses for on-premise systems setting is a helpful note for users who need to add IP addresses as exceptions to their firewall so that their extensions will flow correctly. It will list the source IP addresses for your account.
Improving reception of emails from Aha!
The Improving reception of emails from Aha! setting is another helpful note for users who need to allow list Aha! Develop notification email or IP addresses so that Aha! Develop notifications do not get lost in your account users' spam filters.
AI controls
Enable and disable AI functionality and configure account-level AI settings here. By default, AI functionality will be enabled. You can disable it at any time.
AI controls
Enable Elle (AI assistant): This setting enables Elle in your account.
Enable personal memory for Elle: This setting enables Elle to save personal memory for users in your account.
Enable AI search results: This setting allows AI search to be enabled in your Aha! account.
Enable AI in filters: This setting enables users in your account to filter reports and views with Elle.
Click Update Elle security after configuring AI control settings to save your changes.
Elle (AI assistant) workspace access
Control which of your account's teams Elle can access. If you do not select any teams, AI will have access to all teams in your account.
Select the teams you want the AI to be able to access from the Allowed workspaces menu. Click Update Elle workspace access to save your changes.
Elle (AI assistant) record type access
If you want to limit Elle to certain record types, select them from the Allowed record types menu here. To give Elle access to every record type, leave all boxes unchecked.
Click Update Elle record type access to save your changes.
Elle (AI assistant) advanced controls
There are two advanced Elle controls you can use. These controls will be applied to every team that Elle can access:
Allow internet searches: When enabled, Elle can search the web for information.
Allow creation and editing of artifacts with embedded scripts: When enabled, Elle can create and update React or HTML artifacts, which can include embedded scripts.
Click Update Elle advanced control to save your changes.
Elle (AI assistant) trusted domains list
Elle adds redirects to AI-generated links to help keep your account safe. Add trusted websites in the Trusted domains field so account users can open those links without a redirect. Only add domains you know are trustworthy.
Click Update Elle trusted domains to save your changes.
Elle (AI assistant) default instructions
Manage instructions that apply to every chat submitted by any user in your account. Enter instructions in the text field, then select Update AI default instructions to save them.
Because these instructions apply to every user and every chat, review them carefully before adding them. Follow these guidelines to implement default instructions effectively:
-
Keep the list short. Add only instructions that are non‑negotiable and relevant to most conversations.
Why: Large language models (LLMs) become less reliable when given too much to process. The more instructions you add, the more likely some will be missed.
-
Only reference content everyone can access. If you point to specific documents or records, confirm that all users in your account can view them.
Why: Elle can only read data the prompting user can access.
AI usage credit limits
Your Aha! account includes credits for Elle and other AI capabilities, based on your plan type, the total number of paid seats in your account and your billing period. From the User settings, you can set a custom limit for an individual user. From these account settings, you can set a default limit of credits that an individual paid seat in your Aha! account can use.
Check the box to enable default credit limits per paid seat in your Aha! account.
Enter a number to Set default credit limit per user to.
Read this article to see approximately how many AI credits different AI tasks take.
Click Update AI credit limit to save your changes.
AI usage
Use the AI usage page to understand how people in your account are using AI. Account administrators can review adoption over time, monitor usage trends, and see which users are getting the most value from Elle.
Open User menu → Settings → Account → AI controls → AI usage to access this page.
The page includes a Time frame filter that updates every panel. By default, it shows the last 30 days. Use it to review activity over the same period across the full page.
The top of the page highlights three account-level metrics for the selected time frame:
Average daily active users: The average number of users who used AI at least once per day
Total user messages: The total number of messages sent to Elle
AI credits used: The total number of AI credits used
Each summary metric can also show a trend compared with the previous equivalent time period. For example, if you select the last 30 days, the page compares usage to the previous 30 days. The 90-day view does not include a trend comparison.
Below the summary metrics, the Daily active users chart shows AI usage by day. Hover over a point in the chart to see the date and the total number of daily active users for that day.
The Users section shows each person's AI usage in your account. It includes the following columns:
Name
Email
Total messages
Credits used
Last active with AI
You can sort each column, search by name, and move through the list in pages of 20 users.
Select the Export icon to download a CSV file of AI usage.