Account-level settings affect your entire Aha! account, including all workspaces in your workspace hierarchy and all users.
This article will explain each account setting in the Billing section. You need to be an administrator with billing user permissions to access this section of the account settings.
Open your account settings by clicking on Settings ⚙️ → Account. Click any of the links below to skip ahead.
Custom roles (Enterprise+)
If you are an Enterprise+ user, you will see the Custom roles option next. Custom user roles allow you to create personalized, sophisticated roles for your users in your Aha! account who have access to either your account-level or workspace-level settings. You may need particular users to manage your integration with a developer tool, for example, or need to limit the users who can adjust workspace-level record terminology.
To create a new custom role, click Add account role or Add workspace role, then select the permission(s) you want users in that role to be able to access. Click Add role when you are done.
Back in Settings ⚙️→ Account → Users, edit (or bulk edit) users to add them to your custom user role.