This article is part of a series of settings overview articles:
Account |
Workspace |
Personal |
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Workspace-level settings affect a particular workspace or workspace line in your Aha! account. This article will explain each workspace setting in the Workspace: <your workspace> section.
Open your workspace settings by navigating to 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 documents. Here, you can configure whether reviewers can edit them too. Select View if you only want reviewers to be able to view documents. Select Edit to allow reviewers to be able to edit workspace documents. Click Update workspace configuration to save your changes.
Once your changes are saved, document access settings will be applied to all documents in your workspace. You can change access settings for reviewers on individual documents without changing them for all users. To change reviewer access on a single document, access its Share menu and use the dropdown next to Reviewers to select Edit or View.
Document templates
Custom document templates are available for subscribers on the Aha! Knowledge Advanced plan.
Document templates provide a ready-to-use format for the types of documents you create most. Choose from a library of templates when you create a new document. If you have specific details pertinent to your team that you want to include in a document template, create your own custom templates in workspace settings. Shared templates can be inherited from a workspace line, so you can drive consistency across teams and establish a standard approach for capturing information.
If you want to share a template across multiple teams, we recommend creating it at the highest level in your hierarchy so that it can be inherited by any workspace lines and workspaces within it. You must be a workspace contributor to add a document template.
From the Document templates section, click Add document templates. Then select Note, Whiteboard, or Meeting. Customize the template to your needs — add tables, images, and more. You can also assign watchers, add to-dos, and change the title icon to an emoji to help your template stand out.
When you are ready to use a template you have created, you will find it in the Workspace section of your template library.
Imports
Import from Confluence
If you are storing product information in notes in Confluence (Cloud, Data Center, or Server), you can easily import it all into Aha! Knowledge. Anyone with contributor permissions to a workspace can import notes from Confluence.
The Import from Confluence will allow you to import the following information:
Notes
Images
Attachments
We recommend that you use this import as a one-time migrations of notes.
Read this article for more information about importing from Confluence.
Knowledge
If you are subscribed to the Aha! Knowledge Advanced plan, your account will include account customization settings for knowledge bases. From these settings, you can create new knowledge bases, create collections, and enable single sign-on.
Knowledge bases
See a list of all knowledge bases you have added in your Aha! account. Click Add knowledge base to create a new one.
Click a knowledge base's Name to open that knowledge base's settings.
Click a hyperlink under the Document/workspace column to navigate to the workspace documents that comprise the knowledge base.
Click Open knowledge base to navigate to the published knowledge base. (You will need to hover your mouse over the listed knowledge base to reveal this option.)
Access the More options menu to perform other actions:
Select View all publish events to generate a list report of publishing events for your knowledge base.
Select Export to PDF to export your entire knowledge base to a single PDF document for offline use.
Select Copy knowledge base to create an exact copy of your knowledge base. This is helpful for creating a new knowledge base with identical settings to an existing one.
Select Delete knowledge base to delete the published knowledge base.