As a Partner, you have the rights to purchase a special type of "Consulting Licence" for named consulting users. This provides each consultant with edit rights across any Elements working space - as long as the Admin of that space invites them to the space, and allocates edit rights to them.

You need to nominate one or more "System Admins" who will look after Elements for users on your domain - and who will allocate and manage Consulting Licences from the pool of licences you have purchased.

This licence also gives you special benefits to effectively run an extended Enterprise trial as a "Project Space" for up to 90 days to conduct client facing work. As summarised here:

Consulting Licence - Summary Benefits:

  • Unlimited Project spaces: This converts a standard 14 day trial space into 90 days of Enterprise level use with a Salesforce Connection licence, Documentation Packaging and 3 additional editors for clients to use.

    After 90 days use, one of the following needs to happen:

    • Client buys licences : Client buys what they need (Salesforce connections, editors and enterprise capabilities based on number of Salesforce Users). Full pricing details see elements.cloud/pricing (note: the minimum here to maintain basic access to collected knowledge would be 1 editor and 1 Salesforce connection licence @ $1,750 per year).

    • Partner provides licences as a Managed Service : Partner buys licences on behalf of the client as needed - no additional cost for consulting editors. (note for partners with clients who have <100 Salesforce users - see SMB Managed Service licences - Partner pricing page)

    • Decide not to use Elements : Project space expires. Space is downgraded and Org models and links are suspended, but process content is still available with Free capabilities.

  • Free edit access to client spaces : As a Consulting licence holder, you can be invited into any space in the Elements ecosystem and be allocated Edit or Admin rights on the space at no additional cost.

Consulting Licence - Details:

As a Consulting licence holder, when you create a new Space, you can leave it as a free space, or highlight the space in the space list and click "Start Trial" in the right panel.

This will turn the space into an Enterprise Trial space with 3 editors and a Salesforce Connection Licence. By default it will be for 14 days. Overnight, an automated utility runs to turn all new trial spaces for domains which have purchased Consulting Licences - from 14 day trials, to 90 day trials, to enable you to run a project.

Note: If you notice after 24 hours that your space remains at the 14 day level, then the integration has not run correctly. If you contact us with the name of the space we will manually set it to 90 days..

Common Questions about the states/situations that this Space can transition through:

(1) Project Space

This is in effect a specially extended 90 day trial providing full Enterprise capabilities, 3 additional editors (for clients to experience and use Elements) - and a Salesforce Connection licence.

(Q) - What if the client wants more licences? e.g. more than 3 editors or more than 1 connection licence? Then either client or the partner will need to purchase the licences - see (2) or (3) below.

(Q) - What if I need to have multiple Consultants engaged with this client within the 90 days? As long as the consultants have Consulting licences, you can invite them all to the space and given them appropriate rights on the space and content. There is not limit to the number of consultants you can allocate to a space.

(Q) - What if I have some Consultants with Consulting licences and others who don't have them. Can they work on the Project Space? Those Consultants without a Consulting licence would need to use one of the 3 trial editors provided on a Project Space. If more than 3 are required between consultant and client editors, then they would need to be purchased (e.g. move to situation (2) or (3) - or that Consultant could purchase a Consulting licence and continue as a Consulting Licence holder..

(2) Client wants to buy licences themselves on the space. Project Space becomes a normal client space

A space can only have 1 paying customer associated with it. So as soon as there is a client who wants to purchase their own licences - even if that is within the 90 days, they will need to purchase licences and become a customer. At this point, the Consulting licence holders still have edit rights on the space, but the space will need to have Client Editors, a Salesforce Connection Licence and Enterprise Level paid for (based on number of SF users) - to retain the same functionality.

(Q) - What if the client wants licences at the start of the 90 days? e.g. more than 3 editors or more than 1 connection licence?

(Q) - What if I need to have Consultants engaged with this client who are not currently Consulting Licence holders? Those Consultants without a Consulting licence would need to have paid editor licences purchased for them - or that Consultant could purchase a Consulting licence and continue as a Consulting Licence holder.

(3) Client wants to have access to licences themselves but wants to pay the Partner to provide them as a Managed Service. Project Space becomes a Consulting space. Partner buys the licences from Elements direct.

This is a space which is owned by the consultant to be run as a managed service by the Consultant for a client. If the space requires additional licences to be purchased (e.g. a Salesforce Connection licence, Enterprise level based on number of users or additional Editors for the client) - then these licences would need to be purchased by the consultant on behalf of the client and charged on as a managed service. If at any point, the client wishes to purchase the licences, then they become a normal Elements client, purchasing licences direct and the space can be transferred to them by changing the primary domain.

If the Partner is paying for a Connection licence and the Enterprise level based on the client's number of Salesforce licences, there is no additional cost for editors if the only editors on the space are Consulting Licence holders.

There is no limit to the number of spaces a consultant licence holder can create, but the consulting licence must be current to access the above rights.

How do I get a Consulting Licence?
This license is only available for consultants who are part of our partner program at $500 per named user license per year.

Summary of rest of Article:

  • Setting up the consultant license 

  • Project Space : Enterprise space for a client project

  • Joining an existing space as an editor 

  • Transferring the license between consultants 

  • Transferring a space to a client 

Setting up the consultant license 

To start using the multi-space consultant license you need to:

  1. Join our partner program.

  2. Request the specific number of consulting licenses you require either through the chat icon or by emailing us at success@elements.cloud 

  3. We can then invoice and provision you. If you require a quote to raise a PO, please inform us and we can send a formal quote.

    To administer the Consulting Licences, we nominate an initial "Corporate Administrator" who can allocate the Consulting Licences to the required people in your organisation. The Admin does not have to allocate a Consulting licence to themselves and they can also allocate Corporate Admin rights to others. To receive a Consulting licence, a user must be part of the same email domain. The corporate management license. allows corporate Admins to keep track of multiple projects and allocate and re-allocate users and licenses where new consultants join or existing ones move on.

    Important: Corporate Management requires a custom domain in order to function. If you don't have a custom corporate domain, let us know by emailing us at success@elements.cloud. You will need to set one up for your company.

Once you have been informed that Consulting licenses have been allocated:

1. Go to corporate management

Click on the cog icon in the upper right corner of your screen in the main application and select "Corporate settings" from the dropdown list.

2. Assign licenses to users.

Go to the users' list, select a user, and assign a license by turning on the "Multi-space editor" toggle in the right sidebar.  That user now has Consulting licence allocated.

A Project Space:

  • Gives you full, Enterprise-level capability for 90 days

  • Provides a single "Salesforce Connection Licence" for a Production Org and derivative sandboxes,

  • Allows you (and other consultants with the multi-space license) to create content

  • Provides 3 editors for clients to create content during that 90 days. Should they require more licences (and continued edit access past 90 days), they will need to purchase editor licences (see elements.cloud/pricing - for editor licences and how to extend the salesforce connection licence and Enterprise capabilities past 90 days)

  • If you wish to provide ongoing access to Elements to your client as a Managed Service (with or without additional licences), You can ask for the space to be converted into a "Consulting Space" and contact us via chat or salesops@elements.cloud to procure and deploy the appropriate licensing.

Joining an existing space as an editor 

The other benefit of the multi-space consultant license is that you can join any existing client space in the Elements Catalyst system as an editor without using that space's pool of editor licenses. In other words, you can join any space and start editing without any extra cost for either you or the client.

Simply ask the space admin of that space to assign you with appropriate rights (admin, editor, etc) - and access rights to the different map and Org model content you will need to work on.

Transferring the license between consultants

How to deal with when a consultant leaves a company and someone else needs to replace them on a client project?

While you can use the corporate management to deactivate a user account you cannot remove a multi-space editor license from that account as long as that user is the only Space admin on any PRO space.

In order to sort out Space (and client project) ownership after an employee has left, use Corporate Management to add a different consultant to the Spaces that were previously owned by the ex-employee and make them a new Space Admin. Check out this article to learn how to do it.

Transferring a space to a client

When a client is ready to take over "ownership" of the space, they will need to purchase at least 1 editor licence and they will need to take on the annual renewal for at least 1 connection licence. If they are using any of the Enterprise level features, they will also need to pay based on the number of Salesforce licences in associated Salesforce Orgs - or total number of Elements users - whichever is the greater.

Mechanically, they will also need to be made Space Admin

  • Contact us at success@elements.cloud to discuss purchasing, obtain quotes, and support you in helping the client understand what and how to buy the appropriate annual licences.

  • Once the licenses have been paid for go to Space management, grant Editor licenses to the clients, and make at least one of them the Space Admin.

  • Now you will be able to transfer the primary domain. This effectively transfers the space "ownership" (e.g. their domain becomes the primary admin). You can still retain edit access, be a space admin, or even continue to look after the space on a managed service basis, but they will be listed as the primary domain.

At this point, the Space will be fully owned and controlled by the client.

If you have any questions about the use of Consulting Licences, please ask via chat or contact us at success@elements.cloud

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