Personal settings

Aha! Discovery

This article is part of a series of settings overview articles:

Account

Workspace

Personal

Account

Workspace

Personal

Billing



Customizations



Personal settings enable you to structure your personal Aha! Discovery experience. You can edit your profile here, as well as create personal whiteboard templates. Open your personal settings by navigating to Settings ⚙️-> Personal.

Click any of the links below to skip ahead:

Profile

Your Profile settings affect your Aha! Discovery user profile.

User profile

The user profile settings control how you look in Aha! Discovery, and how you want your account to display time.

  • Use Picture to upload or replace your profile picture.

  • Use Name to update your first or last name.

  • Email displays the email associated with your user account. You can change your user email in the Change email personal setting.

  • Use Time zone to change your local time zone. Aha! Discovery will display the time zone you choose.

  • Use Locale to set the way that Aha! Discovery will display dates and numbers. By default, it will be determined from your browser's settings, but you can change it here if you need to.

  • Use Week begins to determine the first day of the week for to-do calendar views in your Aha! Discovery account.

Click Update user profile to save your changes.

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Change email

  • Use the Change email settings to update the email associated with your account. First Verify your password, then enter and confirm a new email.

Click Update email to save your changes.

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Change password

You can also change or reset your password from your profile settings.

  • Use the Change password settings to update your password. Click the ? icon next to the New password field to see the password requirements.

Click Update password to save your changes.

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Product announcements

We update Aha! products frequently — with new functionality, improvements, and fixes. This setting suppresses the in-app system broadcasts that pop up when Aha! announces new updates. It affects only your user, and no one else in your Aha! account.

Even if you disable product announcements, you will always be able to see technical or urgent broadcasts for scheduled server maintenance or to report an outage.

  • Click the toggle to Enable or Disable product announcements.

You can still stay on top of recent product updates from the ? menu in the navigation bar. Open that menu and expand the What's new section to see recent product announcements.

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Confetti

Your efforts create value for your customers and the business — it is challenging work. This is why celebrating every accomplishment is so important.

Aha! software helps you find joy as you make progress toward your goals. When you complete work, you will be treated to a burst of colorful virtual confetti. This moment of animated satisfaction occurs when you change a record's status to Completed.

The Confetti setting is enabled by default. You can opt out by toggling Throw confetti to Disable.

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Meeting services

Manual transcript uploads

The meeting services listed in this section are common meeting services that you can use to record interviews. You can import video and transcripts from a recorded meeting for analysis in Aha! Discovery. Click Learn how to configure next to a meeting service for instructions on how to configure settings, record meetings, export recordings, and import recordings to an interview for analysis.

Automatic transcript uploads

Aha! Discovery integrates with Zoom and Microsoft Teams. These integrations generate meeting links and automatically upload video and transcripts from a recorded meetings.

To connect your Zoom or Microsoft Teams account, click Link account next to the meeting service you use. You can begin using the integration immediately after linking your account.

Zoom and Microsoft Teams integrations are included in the Aha! Discovery Advanced plan.

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Background jobs

If you start a long job, such as a large import, you can leave the page, then check its progress on the Background jobs page. The Background jobs page shows the progress of long running processes that you started in the past 7 days.

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Workspace access

If you try to access a workspace or record that you do not have permissions to view, administrators in your Aha! account can create a custom message detailing who you should contact to request access.

You will see your Aha! account administrators' custom instructions in two places:

  • From the error page when you try to access a workspace or record you do not have permissions to view.

  • Here in your personal settings.

If your account administrators have not created a custom message, you will see a list of every billing administrator in your Aha! account. You can email any of those administrators to request access.

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