Create a workspace hierarchy in Aha! Ideas

As soon as you start up your Aha! Ideas account and create an ideas portal, you can start managing feedback right away. You can even create multiple portals in one workspace and review every idea in one place.

If you want your Aha! Ideas account to model your company hierarchy, you can create a workspace hierarchy. For example, you might want a separate workspace for separate teams joining your account or perhaps different parent lines that correspond to different product offerings.

The Aha! Ideas workspace hierarchy is built around two types of hierarchy elements: workspaces and parent lines.

  • Workspaces are where you interact with the feedback in your account. You manage submitted ideas, run empathy sessions, and create reports from a workspace.

  • Parent lines help you organize your workspaces into families, suites, or groups. Parent lines can also represent any level in your organization, such as business units, divisions, and your company. Therefore, a parent line can contain other parent lines and workspaces.

You must be an Aha! administrator with customization permissions to configure workspaces and parent lines.

Click any of the following links to skip ahead:

Configure your workspace hierarchy

You can start by setting up either workspaces or parent lines under Settings ⚙️→ Account → Workspaces. You can rearrange your groupings at any time. You can adjust your workspace hierarchy by creating a parent line and then selecting which workspaces belong to it. Or you can select a workspace and choose which parent line it belongs to.


Configure workspaces

  1. Click Add workspace.

  2. Select the parent line your new workspace should belong to (if one exists).

  3. Enter a workspace Name and Prefix. Then click Create workspace.


Configure parent lines

  1. Click on Add line.

  2. Select the line's Type. Aha! Roadmap customers can select from one of several workspace and parent line types. In Aha! Ideas, you will use the Product line type.

  3. Select the parent line your new line belongs to (if one exists).

  4. Enter a Name, Prefix, and Label.

    Note: A parent line's Label is a short definition of the type of line. The Label you enter here will appear on the hierarchy dropdown on the Settings ⚙️ Account Workspaces page.

  5. Add any child workspaces or parent lines (if they exist). Then click Create line.

It may be helpful to select consistent parent line label nomenclature across your Aha! account before you start creating parent lines. (For example: "Company → Division → Subdivision → Workspace" or "Organization → Team → Group → Workspace".) You can also edit this field at any time if your account's nomenclature needs to change.

Remember, once you create a workspace hierarchy, you can select which workspace or parent line you are going to work on from the dropdown menu at the top-left of the Aha! navigation. This dropdown allows you to expand or collapse parent lines, type to search for a specific workspace, and also saves the three most recent workspaces you have viewed for faster access.


Move workspaces to a new parent line

If your workspace hierarchy changes, you may need to move a workspace or a set of workspaces to a new parent line. Before you do so, consider two ways the move might affect your team:

  • Many workspace settings can be inherited from the parent line — which means moving a workspace to a new parent line will also change the workspace's settings.

  • User can inherit their user permissions from a parent line — which means moving a workspace to a new parent line could also change users' workspace access and permission levels.

To address these concerns, review the settings of the workspace(s) you intend to move. Pay attention to any setting that is set to Inherit from line, and make sure the new parent line's settings are settings you want the child workspaces to inherit.

Then, it's time to look at users. Navigate to Settings ⚙️→ Account → Users and filter the list of users by the workspace(s) you intend to move. Make sure that the appropriate users have the appropriate user permissions in the new parent line.

Note: You can use both the workspace settings report and the Settings ⚙️ → Account → Users page to bulk edit multiple settings or multiple users, if you choose to.

Settings that will not move with the workspace if set to inherit from the old parent line

Account settings

Workspace settings

Settings that will move along with the workspace to the new parent line

  • Record links
    Note: While moving a workspace to a new parent line will maintain record links, users associated with that workspace may see their permissions change as a result of the move, and may not be able to see or access some linked records.

  • Workspace settings that do not inherit from a parent line

  • User permissions that do not inherit from a parent line


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