This article is part of a series of settings overview articles:
Account |
Workspace |
Integrations |
Personal |
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 Ideas section. You need to be an administrator with customizations 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 following links to skip ahead:
Ideas portals
Ideas portals collect feedback from your customers. From these settings, you can create new ideas portals, open the settings for existing portals, and, for Aha! Ideas Advanced plan users, enable automatic organization creation in your account here.
Click a portal's Name to open that portal's settings.
Click a hyperlink under the Used in column to edit a specific workspace's idea settings. Your changes will apply only to that workspace.
Click a portal's More options button to Edit, Open, Copy, or Delete a portal.
Organizations
If you are an Aha! Ideas Advanced plan customer, you can choose how organizations are created in your account:
Automatic creation: Check Enable to create organizations automatically based on the email domains of your portal users. As portal users continue to join your ideas portals, new organizations will be created whenever there is a user with a new email domain.
Creation by proxy voter: Check Enable to all users to create new organizations when they capture a proxy vote. When disabled, users can only capture proxy votes for existing organizations.
You may find the organizations custom relationship field useful. Add this custom field to custom record layouts, then link organizations to work items like epics and features or market strategy records like personas and competitors. Then, use those links to create insightful reports and roadmaps.
Single sign-on
If you are an Aha! Ideas Advanced plan subscriber, you can configure SSO for your ideas portal.
Click Add identity provider to add an identity provider to your account. Once you have configured an identity provider, you can share the configuration between multiple ideas portals.
You can see at a glance whether the identity provider is currently Enabled and whether it has Support for multiple portals (in other words, whether you can share it between your ideas portals), and what Type it is. Click on any identity provider's Name to open its configuration.
Each identity provider includes a section showing you a list of the ideas portal(s), if any, that are currently using the configuration. You can see the number of portals using an identity provider's configuration in the Ideas portals column, and click on the number of portals to skip directly to the list of ideas portals in the identity portal configuration page.
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Hover over an identity provider to Edit or Delete it.
You can only delete identity providers if no ideas portals are using them. To do this, open an ideas portal's settings (there is a quick link there in the Ideas portals section of the identity provider's configuration page), navigate to Users SSO, and select a different identity provider.
Enter terms in the Search bar to search for identity providers.