Your ideas portal gives customers, colleagues, and other stakeholders a place to share feedback. You can tailor it to reflect your brand, control access, and choose how people submit, view, comment on, and vote for ideas.
Portal settings are organized by experience area. Use the navigation menu to browse settings or search for a setting by name.
Click any of the following links to skip ahead:
Access portal settings
To update an ideas portal:
Go to Settings → Account → Ideas portals.
Select the portal you want to configure.
You can also open portal settings from Ideas → Overview. Select the pencil icon next to the portal you want to configure.
Find the setting you need
The settings navigation appears on the left side of the page. Select a category to view related options.
Use Search above the navigation menu to find a setting by name. Search results take you directly to the relevant setting.
Some less frequently used options appear under Advanced settings. Expand this section when you need to configure options such as custom code, email templates, or identity provider settings.
Configure your portal
General
Use General settings to configure your portal’s core details:
Title: Set the portal title and subtitle. The portal displays this text in bold at the center of its header.
URL: This is the URL users use to access your portal. It follows this format: name.ideas.aha.io. For example, at Aha! our ideas portal is https://big.ideas.aha.io.
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Workspaces: Choose which workspaces contribute ideas to this portal. Select Select workspace(s) to add individual workspaces or workspace lines from your hierarchy.
A workspace can appear in multiple portals, and a portal can include ideas from multiple workspaces. You can manage all of those ideas in one place.
Advanced settings
Spam: If portal users can submit ideas or comments by email, enable the spam filter to identify irrelevant content. Select View spam to review filtered submissions. The filter also checks edited comments.
Enable: Check the box to enable or disable your portal.
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Search engines: Allow your ideas portal to appear in search engine results.
Only public ideas portals have search engine settings.
Branding
Use Branding settings to match the portal to your product or organization:
Logo: Upload a logo and favicon.
Color: Choose a theme color or create custom colors.
Advanced settings
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Display: Choose how the portal appears:
Standard: Uses the default header and footer and cannot be embedded.
Embedded: Lets you display the portal in an iframe without the default header and footer.
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Code: Use advanced portal branding to customize the portal header and footer with HTML, or add custom CSS and JavaScript.
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Add CSS: Insert CSS to customize your portal.
To see the theme color CSS used in your portal's page headers, click Show theme color CSS. You can copy this code into the Add CSS field and modify to your needs.
Add header HTML: Insert HTML to replace the default header. This will appear at the top of every page in your portal.
Add footer HTML: Insert HTML to replace the default footer. This will appear at the bottom of every page in your portal.
Add Javascript: Add JavaScript to customize your portal.
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Future portal updates may require you to update custom code.
Feedback
Use Feedback settings to control how people submit and discuss ideas:
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Portal type: Choose how portal users share feedback:
Full ideas portal: Users can submit, view, comment on, subscribe to, and vote on ideas.
Idea submission only: Users can submit ideas but cannot view ideas in the portal.
Ideas: Customize the fields people see when they add or view an idea. By default, portals are configured to use the layout selected in workspace settings. Choose a layout for this specific portal or select Create layout to create a new one.
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Proxy votes: Available with Aha! Ideas Advanced. Allow members of your team to record votes on behalf of customers.
Enable proxy voting: This setting enables or disables proxy voting for a private ideas portal. Proxy votes allow your internal teams to capture feedback on behalf of customers.
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Permissions:
Users only see and edit votes they created: Allows portal users to view and edit only proxy votes that they have added to ideas.
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All users can see and edit every proxy vote: Allows portal users to view and edit any proxy vote added to an idea by any portal user.
Proxy votes do not use the portal’s per-user vote limit or count toward the maximum votes allowed on an idea.
Advanced settings
Ideas included: Choose which ideas you want to include in the portal by default. You can also edit an idea to customize the portals that include it.
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Idea visibility: Choose who is able to view new ideas submitted in your ideas portal. You can set a different default visibility for each type of user who submits an idea. Then you can change the visibility of individual ideas as you review them.
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Set a default visibility for each submitter type:
Portal users: Customers, partners, or members of the public.
Team members: People with additional portal permissions, such as internal teammates, partners, or beta testers. Define their email domains in self-registration settings.
Aha! Ideas users: Members of your Aha! Ideas account.
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Each user type can have one of the following default visibility settings. Aha! users can review all ideas in the workspace, regardless of an idea’s visibility setting
Not visible: When a user submits ideas with this visibility, the ideas will not be visible to ideas portal users. Choose this visibility option for ideas that you want to review before you show them on your portal.
If you are worried about spam ideas, you can enable a spam filter for public portals in the Advanced content settings.Visible to creator: When a user submits an idea with this visibility, only that user can view it in the portal.
Visible to our employees: When a user submits ideas with this visibility, the ideas will only be visible in the portal to employees.
Visible to creator and our employees: When a user submits ideas with this visibility, the ideas will only be visible in the portal to its creator and employees.
Visible to creator, their organization, and our team: The idea is visible to its creator, members of the creator’s organization, and your team. This option is available with Aha! Ideas Advanced.
Visible to all: These ideas will be visible to everyone with access to the portal.
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Comment visibility: Enable private comments to let portal users submit comments that only the comment creator and your team can view. Set a default visibility for each submitter type.
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Each user type (portal users, employees, and Aha! users) can have one of the following default visibility settings.
Visible to creator and our employees: When a user submits ideas with this visibility, the ideas will only be visible in the portal to its creator and employees.
Visible to all: These ideas will be visible to everyone with access to the portal.
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Comments: Enable @mentions in portal comments and comment likes.
Enable mentions in portal comments: Allow Aha! users and employee portal users to add mentions in portal comments. These users will be able to see a list of the names and emails of all users in the portal. Users can type @user n a portal comment to mention a portal user. The user mentioned will receive a notification that they have been mentioned in a comment.
Enable comment likes: Allow portal users to like comments.
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Votes: Set voting limits and choose whether to show the organization vote count.
Show organization vote count: Show the number of organizations that voted rather than the number of individual votes. This count appears on idea lists and idea details and determines Popular sorting. This setting is available only for private portals without voting limits.
Limit how many votes a user can cast on an ideas portal: Choose Unlimited or enter a Set number.
Allow a user to vote more than once on the same idea: Choose how many votes each portal user can add to a single idea.
Navigation
Use Navigation settings to help portal users find relevant feedback:
Filters: Add a choice-list or tag custom field from your ideas layout as a portal filter. Update the filter’s label in Language settings.
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Organizations: These settings are available with Aha! Ideas Advanced.
Enable the My organization menu: Show a My organization menu to portal users. This setting overrides anonymity settings.
Portal users can see other members of their organization, but the portal displays My organization instead of the organization name.
If you create organizations automatically, Aha! Ideas adds an organization when a new user domain joins the portal.
Select Include ideas that have proxy votes to show ideas with a proxy vote recorded for that organization.
Set the default idea visibility to share ideas with creators, their organization, and your team.
Pages: Add and manage custom portal pages. Select Add page, then choose Roadmap or Note.
Use Email settings to manage portal communications:
Enable: Turn email communication on or off. If you turn it off, your portal will not send any notification emails to users.
Sender: Customize who your portal users receive emails from and reply to. Configure a custom sending email domain (DKIM) with help from your internal technical support team.
Styles: Configure the logo, theme color, alignment, and font used in portal emails.
Advanced settings
Templates: Your portal uses email templates to generate notifications. You can enable or disable each email notification type from its template. You can also customize each email template individually.
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Comments: Use these settings to control replies and response prompts in portal emails.
Email replies: Let portal users add a public comment by replying to an email. This overrides the reply-to setting for Thank you, Status change, Admin response, and New comment emails.
Quick comment buttons: Enable to show buttons at the end of the email to encourage comments. Customize the button text in terminology settings. This applies to the following emails for shipped ideas: Status change, Admin response.
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Notifications: Configure the activity summary email and choose whether new portal users are subscribed by default.
Activity summary email: Enable or disable the activity summary email for portal users.
Frequency: Choose Daily, Weekly, or Monthly. Portal users begin receiving the activity summary on the next scheduled send. Select Send me a test to preview the email.
Check the box next to Subscribe new portal users to email notifications by default to automatically subscribe new portal users.
Language
Use Language settings to choose portal languages and customize default button and field names.
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Languages: Display the portal in your user's preferred language. All standard text will be automatically translated.
Enabled languages controls which languages are available in your portal.
Default language controls the language your portal uses by default.
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Common terminology: Override the default button names and field names across your portal.
General: Enter your own text to override the general ideas portal terms.
Add idea form: Enter your own text to override terminology that appears on the idea submission form.
General: Button names, field names, and text phrases in the ideas portal. Each field shows the default text. Enter your own text to override it.
Navigation: Terminology used in navigation across your portal. Each field shows the default text. Enter your own text to override it.
Ideas: Fields, phrases, and buttons referencing ideas on your portal.
Categories: The display names for optional ideas portal categories.
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Votes: Fields, phrases, and buttons referencing votes on your portal.
Add custom text to the top of your Salesforce proxy vote form here.
Status: The display names for ideas statuses you have configured.
Users: Fields, phrases, and buttons referencing your ideas portal users.
Email: Fields, phrases, and buttons referenced in portal notification emails.
Polls: Fields, phrases, and buttons used in polls.
Custom fields: The display names and description text for any custom fields you have created and applied to an ideas custom layout.
Access
Use Access settings to control who can visit and use your portal:
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Access: If you selected a Full ideas portal, choose whether it is Private or Public.
Private: Private portals limit access to a subset of users that you select on the Users tab. They also allow Aha! Ideas Advanced users to use proxy votes to vote on behalf of someone else.
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Public: Anyone with the portal URL can access a public ideas portal. Choose this option when you want people to share feedback without logging in first.
Public portals can appear in search engine results, including results for ideas in the portal.
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Self-registration: Allow people with approved email domains to register without an invitation. Enter domains as a comma-separated list, such as
acme.com, mycorp.com. Use a wildcard, such as*.acme.com, to include all subdomains.Customers and partners: Enter the email domains of people you allow to register as portal users.
Employees: Add email domains for portal users who need additional capabilities, such as internal teammates, partners, or beta testers.
Enable employees to view all user names: Select this checkbox to allow employees to view the names of unverified portal users, such as people who submitted ideas or comments through another ideas portal.
Anonymity: Allow portal users to be anonymous. Hide portal user names from new and existing idea submissions, comments, and votes across the entire ideas portal. Note that portal user names will be visible within your Aha! account.
Identity provider: Configure single sign-on (SSO) options or require users to log in with an Aha! account.
Advanced settings
Consent: Add an optional consent checkbox to profile creation. Write the checkbox text to explain how you will use portal user information outside the portal.
IP address restrictions: Restrict access to approved IP addresses.
Widgets
Use Widgets settings to extend your portal beyond its main URL:
Chrome extension: View installation instructions for the Aha! Ideas Chrome extension.
In-app widgets: Available with Aha! Ideas Advanced. Add a widget to your product so users can submit ideas without leaving it. Select Widget code to copy the installation code.
Users
Configure Users settings to add portal users and manage access in bulk.
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Portal users
Add portal user: Adds a single user. (Click More options -> Import to import users by CSV.)
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More options (...): Manage portal users in bulk.
Invite all portal users: Send an invitation to portal users who have not set a password. This uses your Invitation email template. This option is unavailable when the portal uses single sign-on.
Unsubscribe all portal users: Unsubscribe every portal user from portal notification emails. Users can subscribe again to individual idea notifications.
Copy users: Copy portal users from another portal in your account.
Import users: Open the workspace import page to import portal users from a CSV file.
Export users: Download a CSV with portal-user details, including email, name, and counts of ideas, comments, and votes.
Report on ideas portal configurations
Create a report to review how your ideas portals are configured. This is useful when you manage multiple portals.
When building a list report, choose Ideas portals as the primary record type. Then select all the ideas portal settings that you want to see. To measure portal activity, add Activity fields to your report, such as Ideas portal idea last submitted date, Ideas portal ideas submitted count, and Ideas portal user count.
Duplicate a portal
After you configure a portal, you can duplicate it to create another portal with the same settings. Then customize the new portal for your product, brand, and community.
Go to Settings → Account → Ideas portals. Find the portal you want to copy, select More options, then select Duplicate. This duplicates the portal's settings and creates a new portal configured nearly identically. Only the following portal configurations will not be duplicated:
Title: The portal's title will be [Copy] $portal name.
URL: The portal will be given a new random URL.
CNAME: A CNAME configured for your ideas portal is not duplicated to the new portal.
Users: No portal users will be copied.
Widget: Any widgets you have enabled will not be duplicated.
If you are using the Aha! Ideas Advanced plan and have enabled single sign-on (SSO) for your portal, the SSO configuration will be duplicated and shared with the new portal.