This article is part of a series of settings overview articles:
Account |
Workspace |
Personal |
Workspace-level settings affect a particular workspace or workspace line in your Aha! account. This article will explain each workspace setting. Open your workspace settings by navigating to User menu -> Settings -> Workspace.
Click any of the following links to skip ahead:
Configure
Document access
All users with reviewer permissions for a workspace can view that workspace's whiteboards. Here, you can configure whether reviewers can also edit those whiteboards.
Select View if you only want to allow reviewers to view whiteboards.
Select Edit to allow reviewers to edit workspace whiteboards. Click Update workspace configuration to save your changes.
Once your changes are saved, document access settings will be applied to all whiteboards in your workspace. You can change access settings for reviewers on individual whiteboards without changing them for all users. To change reviewer access on a single document, open its Share menu and use the dropdown next to Reviewers to select Edit or View.
Design systems
A design system is a reusable set of design tokens — colors, typography, spacing, and shapes — together with customized components and layouts. Apply one to the prototypes you create with Elle, the AI assistant in Aha! software, so every screen matches your brand instead of a generic default.
From these settings, you can see a table of all design systems available in the current workspace. The table includes:
Name: The design system name, which links to the design system.
Applications: The Aha! Builder applications that use the design system, if any.
Created: The date someone added the design system.
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Actions: Edit, Duplicate design system, or Delete a design system. Deleting one also removes its files.
Note: Remove a design system from every application that uses it before you delete it.
Select Add design system to create one for the current workspace, then choose how to start:
Create new: Name the design system, then describe the look and feel you want to Elle, upload a screenshot of your product, or add design system files exported from other design tools.
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Create from Aha! Builder application: Select an application, and Elle builds a workspace design system from the one that application already uses.
Note: This option applies only if your account includes Aha! Builder.
You can add as many design systems as you need — for example, one for each product or brand you support. Open a design system to add layouts, which are reusable screens and interface patterns that Elle uses as a starting point for new prototypes.
Design systems support inheritance:
Create a design system at a workspace line to make it available to every child workspace beneath it.
Create a design system in an individual workspace to keep it available only in that workspace.
Workspace owners can create, edit, and delete design systems. Contributors can apply an existing design system to a prototype, including design systems inherited from a workspace line, and use the layouts it includes.
Users
The Users page allows you to manage users in your Aha! Discovery workspace. If you have owner permissions, you can remove and change permissions for users. If you are an administrator with billing permissions, you can delete users and manage them at an account level in account settings.
You can also add users to your account from this page, if one of the following scenarios is true:
You are an administrator with billing permissions.
You are a workspace owner for your current workspace, there are paid seats available for your Aha! account.
On the Users page:
Click the user's name to Edit their permissions.
Check or uncheck the Send box by in the Weekly summary email column to adjust the user's weekly summary email notifications.
Mouse-hover over a user's row and click Remove user from workspace in the Actions column to remove the user from your workspace. Remember, only administrators can remove the user from your account.
AI capabilities
Your workspace AI capabilities settings control how Elle, the AI assistant, works for everyone in the workspace. Use them to standardize outputs, automate complex tasks, and ensure consistent results. Custom prompts are added to the Workspace section of the AI library.
The page has four tabs. Click the More options menu and Delete to remove any existing custom prompts.
Skills
Skills give Elle reusable instructions for work your team does repeatedly. Workspace skills are available when you work in that workspace, and can also apply when Elle uses records from that workspace as context.
Click Add skill to create one. You can describe it and let Elle draft the instructions, write the instructions yourself, or upload a skill file.
Use the More options menu to disable, download, or delete a skill.
AI requests
Create custom requests that tell the Elle what you want to do.
Click Add and select Request.
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Name your prompt and describe it in the Prompt field.
Note: Elle will help you create or refine your request. Click the Elle button to get AI assistance.
(Optional) Select Favorite to add the request to Elle and AI library's Favorites menu.
Click Add request to create your custom request.
Click the More options menu and Delete to remove any existing custom request.
AI instructions
Create custom instructions that tailor Elle to your team's workflows. Use them to standardize outputs, automate complex tasks, and ensure consistent results.
Click Add and select Instruction.
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Name your prompt and describe it in the Prompt field.
Note: Elle will help you create or refine your instruction. Click the Elle button to get AI assistance.
(Optional) Select Favorite to add the instruction to Elle and AI library's Favorites menu.
Click Add instruction to create your custom request.
AI agents
Create a custom agent to automate complex tasks that the standard AI assistant is not structured for.
Click Add and select Agent.
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Name your agent and describe it in the Prompt field.
Note: Elle will help you create or refine your agent. Click the Elle button to get AI assistance
Choose Capabilities. These are actions the agents can take.
(Optional) Select Favorite to add the agent to Elle and AI library's Favorites menu.
Click Add agent to create your custom request.