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 Settings ⚙️ -> Workspace.
Click any of the following links to skip ahead:
Custom layouts
The Custom layouts section helps you adjust the way fields are laid out on records in your workspace.
To create, edit, or delete a custom layout, you will need to be an administrator with customization permissions (navigate to Settings ⚙️ → Account → Custom layouts to do this), but workspace owners can select which layouts get applied to the record types in their workspace.
You can choose to Inherit record layouts from the next level up in your workspace hierarchy. You can also work through each of the available record types and decide one by one whether you would like to inherit or select your own custom layouts.
Contacts
Organizations
For each record type, use the custom layout dropdown to select the layout you want the record to display in your current workspace. If you want to edit the custom layout you have selected (and you have the proper user permissions), hover over a record type and click Edit layout.
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.