Aha! for Marketing lets you set sophisticated user permissions and read/write privileges by marketing line or workspace and at the account level.
This support article is intended for accounts that use marketing as a workspace type, which can be configured at Settings > Account > Configure workspace types. For accounts that use product as a workspace type, see this article on product user permissions. For accounts that have both products and marketing workspaces enabled, please note that product owner and marketing owner have the same permissions.
Primary user roles
A user's access is granted per marketing line or workspace. The primary user roles and permissions are listed below.
|Add and manage users within the workspace||x|
|Create new workspaces*||x|
|Customize workspace settings||x|
|Add and manage strategy, notes, schedules, requests, and activities||x||x|
|Create and manage notebooks||x||x|
|Add new activities to existing schedules||x||x|
|Edit existing activities (update status, log time, add attachments, update activity attributes)||x||x|
|Add public comments on requests||x||x|
|Create and edit requests from within Aha!**||x||x||x|
|Be added as a watcher on records||x||x||x||x|
|View marketing line strategy, schedules, requests, and activities||x||x||x||x|
|Create and complete to-dos||x||x||x||x|
*New workspaces can be added by marketing owners using the + icon located on the upper-right side of the toolbar. Customization administrator access is required to create and edit the marketing hierarchy.
**Reviewers can create requests and edit only their own requests.
Special user roles
Administrator access allows users to edit various account-level settings. It is a secondary user role so that a user can have administrator access to the account while having any level of access (including "None") to the workspaces and marketing lines within the account.
There are three different administrator access levels:
- Account: Allows the user to manage account settings such as single sign-on and the account profile.
- Billing: Allows the user to manage account-level billing and user permissions. Your account must always have at least one billing administrator. You cannot delete or disable your only billing administrator.
- Customization: Allows the user to manage account-level customizations such as portals, scorecards, and marketing hierarchy.
Marketing lines and workspaces
If you have marketing hierarchy set up in Aha! for Marketing with at least one marketing line and a child workspace, then the following also applies:
A user who has permission for a workspace automatically gets viewer permission for the marketing lines that the workspace is nested under. This allows the user to see the hierarchy and the strategy for the marketing line.
Note that the user cannot see other workspaces (even the workspace names) under the marketing line unless they have explicit permission for it.
A user with explicit permission at the marketing line level will have that permission for all child workspaces. The only exception is if they are given more permission for a specific workspace. (They cannot be given less permission for a workspace in that line.)
Users with no permissions
If an Aha! user attempts to view a workspace to which they have no permissions, they will be presented with a notification page. The page provides an email address of an account administrator at their company who can adjust their workspace permissions.
Bulk edit user permissions
To bulk edit user permissions, go to Settings > Account > Users. Select the checkbox next to any name. The bulk edit button will appear at the top of the user list.
Export user information to CSV file
Account administrators can export a complete list of users in their account to a CSV file for better visibility and monitoring of the Aha! user community. Go to Settings > Account > Users to find the Export Users button.
Exported values include first name, last name, email, last active, seat in use, whether they have administrator rights, the date the user was added to the account, the email address of the person that added the user, and user roles by marketing line and workspace.
Aha! billing plans
There are three billing plans: Premium, Enterprise, and Enterprise+.
In the Premium plan, you pay for every user no matter their role. In the Enterprise and Enterprise+ plans, you pay only for marketing owners and contributors. You may add unlimited reviewers, viewers, and users with no permissions. Usually, users with no permissions are added to administer the account.
Sign up or upgrade your plan under Settings > Account > Billing.