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 |
|
Teams |
Aha! Develop only |
|
|
Statuses and workflows |
Unique — but shared visibility |
|
|
Workflow approval groups |
Aha! Roadmaps only — but approvals in general are available in both products. |
|
|
System broadcasts |
Shared |
|
|
Aha! scorecards |
Shared |
|
|
Time frames |
Aha! Roadmaps only |
|
|
Tags |
Shared |
||
Custom fields |
Shared |
|
|
Custom record layouts |
Your choice |
|
|
Custom tables |
Aha! Roadmaps only |
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Ideas portals and organizations |
Aha! Roadmaps only |
|
|
Capacity planning |
Shared |
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 |