As a Salesforce or Elements 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 Enterprise "Project Consulting Space" for to conduct client facing work for any period of time with any number of users. Only Consulting licence holders can edit on a Consulting space. If a client wants to take over the content (as is usually the eventual case), or have their staff start editing the content themselves, then the client needs to licence Elements direct - based on the standard pricing.

The mechanics are summarised here:

Consulting Licence - Summary Benefits:

  • Unlimited Project spaces: This converts a standard 14 day trial space into an unlimited period of Enterprise level use, but with no editors for client use during the project. have their staff start editing the content themselves, then the client needs to licence Elements direct - based on the standard pricing.

    For ongoing long terms use of Elements (after project/engagement ends)

    • Client buys licences : Client buys what they need (based on number of Salesforce End Users). Full pricing details see elements.cloud/pricing

    • Partner provides licences as a Managed Service : Where the Consultant remains the only editors/admins on the space, you can continue to run the space and provide the service to the client for as long as you have a current Consulting Licence. If the client wants licenses, but does not want to manage the space, they can either purchase licenses and have the Consultant remain as admin, or the Consultant can buy licences on behalf of the client as needed - no additional cost for consulting editors.

    • 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. Note that there is also a paid "Archive Mode" which retains the Org model, all documentation and knowledge, but no longer syncs every 24 hours. All stakeholders retain access to the knowledge in this mode for reference. contact us

  • Edit access to any number of 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 As a Consulting Licence holder you have edit rights on all paid spaces, but you still need to be provided editor permissions on the space. If you are setting up a space for colleagues, be aware of this. 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 unlimited Consulting Spaces, 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 a Consulting Space..

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

(1) Project Space

This is in effect an unlimited trial providing full Enterprise capabilities, 1 additional editor (for clients to experience and use Elements) - and a Salesforce Connection licence.

(Q) - What if the client wants editor capabilities? Then either client or the partner will need to purchase licences - see (2) or (3) below.

(Q) - What if I need to have multiple Consultants engaged with this client within the project? 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? The trial editor provided on a Project Space is intended for client use only. If more consultant editors are required, they would need to be purchased (e.g. purchase a Consulting licence and continue as a Consulting Licence holder on this and other projects).

(2) Client wants to buy licences themselves on the space. Consulting 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 project period, 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 licences to retain the same functionality.

(Q) - What if I need to have Consultants engaged with this client who are not currently Consulting Licence holders? Those Consultants would need to 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 registered Salesforce consultants or 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. or be a registered Salesforce partner.

  2. Request the specific number of consulting licenses you require either through the chat icon, from the Consulting page on the website 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.

Allocating consultant license to named users

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 an unlimited period.

  • You can invite any number of client users to the space and provide them with collaborative viewer access.

  • The Consulting licence provides a "Salesforce Connection Licence" for a Production Org and derivative sandboxes,

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

  • Should the client require licences, they will need to purchase editor licences (see elements.cloud/pricing

  • You can choose provide ongoing access to Elements to your client as a Managed Service by using your Consulting licences..

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 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 paid 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 licences themselves based on standard pricing

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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