This article is part of a series of settings overview articles:
Account |
Workspace |
Personal |
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Account-level settings impact your Aha! Knowledge workspaces, workspace hierarchy, and all users added to your account. This article will explain the settings included in the Customization section of your account settings. You need to be an administrator with customization permissions to access this section of the account settings.
Open your account settings by clicking your initials (or profile photo if you have added one) in the upper right corner of Aha! Knowledge. Then click Settings ⚙️ -> Account. You will find your Customizations settings below your Billing settings in the left side navigation.
Click any of the following links to skip ahead:
Workspaces
From this setting, you can adjust your account's workspace hierarchy. Use buttons in the top right to Add a workspace or workspace line.
The workspace table provides details about the workspaces you have set up in your account:
Name: The name of the workspace.
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Users: The number of users directly assigned to the workspace.
This number does not reflect users who have been assigned to the workspace line and have inherited permissions for the individual workspaces under that line.
Use the table to view, edit, rearrange, or delete any aspect of your hierarchy.
To edit a workspace line, click the Edit button to open the Edit workspace line modal.
The Workspace line field shows where your workspace line fits into the hierarchy — specifically which workspace line's parents are in the hierarchy. This field is optional since a workspace line might have no parents of its own.
The Name field is the name you would like to display in the workspace selector.
Aha! documents and to-dos use the Prefix field to build unique identifiers for records in that workspace line. The abbreviation you pick here should be a good shorthand for the workspace line. You can edit it, but editing the prefix will not change any records created with the original prefix.
Click Save workspace line to save your changes when you are done.
To edit a workspace, click the Edit button to open the Edit workspace modal.
The Workspace parent line field shows where your workspace fits into the hierarchy — specifically which workspace line is the parent line in the hierarchy. This field is optional since a workspace might have no parents.
The Name field is the name you would like to display in the dropdown workspace selector.
Aha! records (documents and to-dos) use the Prefix field to build unique identifiers for documents in that workspace. The abbreviation you pick here should be a good shorthand for the workspace. You can edit it, but editing the prefix will not change any documents created with the original prefix.
Click Save workspace to save your changes when you are done.
Tags
Tags are a highly flexible tool that you can use on documents.
In the Tags field, users can create their own tags as they work. You can also navigate to this setting and use the Add tag button to create a tag and assign it a color. Your tag can include letters, numbers, or emoji. Click the Create tag or Create tag + add another buttons to create your tag.
Click the Edit button to change the name or color of a tag. Click the Replace button to replace a given tag with another existing one. And click the Delete button to delete a tag.
Recycle bin
It is all too easy to accidentally delete something. The recycle bin shows you:
Recently deleted workspaces
Recently deleted workspace documents
Along with information about when and how the deletion occurred, and which Aha! Knowledge user deleted the information, the recycle bin has a Restore button that enables you to restore anything deleted by mistake.
The recycle bin will show you documents or workspaces that have been deleted within the last seven days.