Why you’re seeing this guide
You’ve been using Elements.cloud as part of or consulting-led implementation project. As that project completes, you can keep all the value and progress you’ve built, by taking ownership of your own Elements.cloud license.
Your existing work, diagrams, documentation, metadata connections, and automations, stays exactly as it is. This guide walks you through how to transfer ownership of your Spaces, manage your user access, and choose the plan that best fits your ongoing needs.
How the transition works
When your project reaches handover, your consulting team will help you transfer ownership of the Spaces you’ve been using so you can:
Manage users and permissions directly.
Track and top up credits as you grow.
Consolidate billing within your own corporate account.
This ensures your governance, documentation, and process mapping continue to grow, as the spaces used for your work will have moved under your organization’s ownership. As the primary admin, you can choose whether the consultant retains access to the space, but you’ll have full control over billing and ongoing management.
Before you begin
Make sure you have:
An Elements.cloud account created under your company email domain.
Admin access to your Salesforce Org (if you’ve connected it).
A decision on which Elements plan you’ll use next.
Elements is designed to grow with you. The pricing model offers three simple ways to stay productive:
Plan | Best for | What you get |
Free | Explorers or small proof-of-concept projects | Access to process mapping, documentation, and limited automations; great for getting started or reviewing past projects. |
Metadata | Active teams managing live Salesforce orgs | Scale at your own pace with transparent credit usage. Credits flex as your activity increases, so you only pay for what you use. |
Unlimited | Enterprises or high-volume environments | Predictable pricing, unlimited usage, and enterprise-grade governance across all users and orgs. |
You can review the detailed breakdown and current pricing on our Pricing Page.
Step 1: Confirm your account
If you’ve already been logging in via Salesforce SSO, you may already have an account. If not:
Register using your corporate email address (e.g. yourname@yourcompany.com).
Verify your email and log in.
Tip: If your company uses single sign-on (SSO), your admin can enable automatic provisioning so new users are created automatically when logging in from
Salesforce.
Step 2: Transfer your Space(s)
Your consulting team or corporate admin can help transfer ownership of the Spaces you’ve been using.
In Elements, open the Corporate Management app (gear icon → Corporate settings).
From the left navigation, select Spaces.
Find the Space you want to transfer.
Click Manage Space → Reassign Ownership.
Choose your company admin or project owner as the new owner.
Confirm the transfer.
All diagrams, metadata, and documentation will remain intact. You now control who has edit rights, viewer access, and admin permissions within that Space.
Step 3: Verify your setup
After transfer:
Open your Space and check the Permissions tab. Confirm that your team has the right access levels.
Ensure your Salesforce Org connection is still active under Org Sync Settings.
Verify that all metadata dictionaries, process maps, and diagrams are visible.
If you spot anything unexpected, reach out via the in-app chat. Our support team can verify that your configuration and ownership are correct.
Step 4: Select your plan and set up billing
Ensure your space continues running uninterrupted, by ensuring billing details reflect the ownership updates.
Open your Space and click Manage Subscription.
Review and select from the available plans
Enter your billing details.
Confirm your subscription.
There’s no downtime. Your existing setup, diagrams, metadata connections, and users will remain exactly as they are.
Step 5: Invite your team
As the new Space owner, you can control who has access:
Open your Space and click Invite to Space.
Add users by email address.
Assign roles: Viewer, Editor, or Space Admin.
To manage all users centrally, use Corporate Management to see every Space and user tied to your corporate domain.
Step 6: Set up credit visibility and alerts
If you’re using the Credits plan:
Open Billing → Credits Dashboard to see your current balance.
Enable Low Credit Alerts to receive notifications when your balance approaches a threshold.
(Optional) Add a secondary admin to receive alerts too.
Need predictability for a large project or long-term rollout? Upgrade to Unlimited at any time to avoid persistently hitting limits.
FAQs
Q: What happens to my work when the project ends?
Everything, your diagrams, documentation, and metadata, stays intact. The transfer only changes who owns and pays for the Space.
Q: Can my consultants still access my Space?
Yes, you can keep them as Editors or Viewers if you’d like them to continue providing support.
Q: Will my Salesforce connection break during transfer?
No. The connection remains active. If you ever need to reconnect, open Org Sync Settings and follow the Connect and Sync a Salesforce Org guide.
Q: What happens if we do nothing?
Your consultants will lose administrative rights at the end of their project, and you’ll need to activate your own license to maintain uninterrupted access to Elements.cloud.
Need help?
Our Customer Success team can walk you through your specific setup and make sure your transition is seamless. Contact us via the chat icon in-app or email support@elements.cloud.