Aha! Notebooks | Share and collaborate

Sharing information is a big part of a product builder's job. Whether you are communicating with your customers or teammates, you often have more than words to share. And you take note of everything from meeting agendas to product plans. You can share those notes in Aha! Notebooks to provide others with context on important topics, drive alignment on your plans, and work collaboratively with your team.

Click any of the following links to skip ahead:

• Share a document

• Restrict access and editing

• Accept a document

• Edit collaboratively

Share a document

You can share a note or whiteboard with anyone — just send them the shareable link.

1. Open your note or whiteboard and click the Share button in the upper-right corner.

2. Click Get shareable link.

3. Select whether those with the link can View only or Edit the document.

4. Click Copy link.

5. Send the link to as many people as you want.

After you share the link, the recipient has five days to access the document before the link expires. They must have an Aha! account to view or collaborate on the document — but they can start a 30-day trial of Aha! Notebooks if they do not have one yet.

When someone accesses your note or whiteboard, their name will appear listed in the People with access section of the Share menu. From here, you can control their viewing and editing access on an individual basis.

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Restrict access and editing

You can control who can view and edit your documents from the Share menu. Only you can change permissions or restrict access to your documents.

Remove access

Hover over a user's initials from the Share menu and click the trash icon to remove their access to a note. Click Disable link from the Share menu to block access to the note for anyone who has not yet accessed it.

Restrict editing

From the Share menu, select Edit or View only to determine the default editing permission for anyone who accesses your note from a sharable link.

You can restrict editing for an individual by selecting View only next to their name in the list of People with access in the Share menu.

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Accept a document

Your colleague will provide you with a link when they want to share an Aha! Notebooks document with you. Click the link to open the invitation to view the document. You can then select an option to View the document or Ignore the document.

If you view the document, it will appear in the Shared with me section of your documents. The person who shared the document with you has control of your viewing and editing access for the document, but you can see who else has access to documents that have been shared with you. To see who has access to a shared document and will potentially see any edits you make, click the Shared icon at the top of the document next to its title.

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Edit collaboratively

Anyone you have given Edit access to for a note will be able to edit it or any whiteboards that are embedded within it. You can have an unlimited number of users collaborating on a note or embedded whiteboard.

When multiple users are navigating a note or whiteboard at once, you will see a colored flag for each user next to their name tracking their movement.

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