Aha! Roadmaps | Integrate with Microsoft OneDrive

Link accounts

Any Aha! account user can connect their OneDrive and Aha! accounts easily.

• To get started, select the Attach files icon on the Aha! record you want to modify.

• From there, you will see an option to attach a file from several platforms. Select OneDrive, then select Link Account.

• Your Aha! account will ask you to log in to your OneDrive account and give permission for the integration. Once you grant permission, the accounts will be linked.

Even if you are an administrator on your own OneDrive account, it is possible that a global or SharePoint OneDrive administrator will need to set your permissions to allow you to link your Aha! account and OneDrive. If you run into complications, please check with your global or SharePoint administrator.

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Integration features

• All of the storage service integrations (like OneDrive) are managed on a per-user basis. This means each Aha! account user can log into their Aha! account, go to Settings ⚙️ Personal, and enable the integration for themselves.

• Once you have linked the two accounts, just select any files you want to attach, and you will see a thumbnail of the attached document immediately.

• We created this integration so that you can minimize hassle and distraction when you are thinking about your workspace or team. So if you attach multiple files in your Aha! account through any of our integrations, you will be able to open and view them without ever leaving the Aha! account attachment preview.

Your Aha! account will show a preview of your attachment to every Aha! account user who can see the Aha! record — even if that person does not have permission to view or open the attachment in OneDrive. To disable document previews, navigate to Settings ⚙️ Account Security and single sign-on Document previewer control. This will disable document previews for all storage services integrations.

• We also created this integration with your data privacy in mind. Any file storage system (like OneDrive) that you connect to your Aha! account will not be able to access any of your Aha! account data.

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Unlink accounts

To unlink your personal OneDrive account, go to Settings ⚙️ Personal Storage Services. You will see a button called Unlink Account beside the OneDrive logo. Select that button to unlink your account.

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Disable integration for all users

If you are an Aha! account administrator, you can disable the OneDrive integration for all users on your account. Go to Settings ⚙️ Account Security and single sign-on File storage control. Once you do, the OneDrive option will not appear in the Attach Files modal.

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