Note: If you are unclear about how spaces work, how many to have etc, scroll down for a "quick summary on the principles of Spaces" or go the full article on Spaces

Create a new Space for a new client

  • Log into Elements using your email address as username.

  • Navigate to the Spaces page.

  • Create a new Space (Blue "NEW SPACE" button in top bar)

For each new client you will create a new Space which is dedicated to them.

As an Elements Partner, if you want a space for demos, for internal learning and training for your consultants - setup your free fully functional Enterprise level Partner Space

As a partner, there are two options to creating your client space.

  1. You (or your client) can create the space and click "Start Trial" to run a free 14 day Enterprise trial, with 3 editors and a Salesforce connection licence. After the trial a minimum of 1 Pro editor licence and 1 Salesforce connection licence is required to maintain the Pro space synch'd with your Salesforce Org.

  2. If you have a Consultant licence (see details here), you can create an unlimited number of Project Spaces using that licence. The Project Space provides you with a 90 day free trial of Enterprise capabilities and the Salesforce connection licence with 3 additional editor licences on the space.

In both cases, you have complete control as Space admin to invite other consultants and clients to the client Space that was created.

At the end of the 90 days, there are 4 options :

(a) The client purchases licences. To retain the Salesforce MetaData dictionary/Org Model, a Salesforce Org Connection is the minimum. Any client editors are extra. (Your Consulting Editors remain on the space at no charge). Retaining Enterprise level for the space is based on number of users. see customer pricing.

(b) You purchase licences for the customer and charge through to them as a Managed Service (see here for running Elements as a Managed Service). We convert the Space to Consulting Space and all additional licences are tied to a licence anniversary date for the space. see Managed Services pricing.

(c) Nobody Purchases licences. We convert the Space to Consulting Space. Only the named consultant(s) with Consulting licences remain as editors on the space at no additional charge. The Salesforce connection and 3 client editor rights are removed at this point. Salesforce Org model and Enterprise features are suspended. If the client does choose to purchase additional licences, this can be done at any time. The Org model is not permanently deleted for 120 days following suspension.

(d) Conscious decision to downgrade space to a Free space : This may be desirable if the client is only using the basic Process Mapping capabilities without integrating it with Salesforce, using any of the premium capabilities (content governance, version controls, links to Stories, Requirements, Data Tables, integrations including Salesforce content, metadata impact anlysis etc...).

A quick summary on the principles of Spaces

  • A Space is secure, ring-fenced work area. Think of it as an "implementation of Elements Catalyst"

  • DO NOT think of Spaces as folders. A Company or major business division will probably only have ONE Space. A consulting firm will have one Space for internal operations and a separate one for every client.

  • You can invite users to Spaces. They can then only see what is in that Space - provided they have been given view or edit rights. Every user in a Space can see the other users.

  • The demo space will have a single SF connection license enabled which allows to connect 1 Production Org and all related Sandboxes (what we call a Salesforce implementation). You require a separate Connection license for each SF implementation.

  • To connect multiple Salesforce implementations (multiple Salesforce Orgs) - to a single Elements Space you can purchase multiple connection licences

  • An Elements user can be a member of multiple Spaces. One login - multiple Spaces. You can switch between Spaces.

  • Whoever sets up the Space is the Admin. But you can assign admin rights to multiple people and Admin rights can be transferred by assigning admin rights to another, who then removes yours. So a Space could be set up by a consultant and then transferred to the client at the end of the project. Or you could continue as the Admin and charge the client a monthly fee for managing the Space.

  • A Space can be Pro or Enterprise. By default a new space is Free, with limited Process Mapping capabilities, no Salesforce integration and no governance.

  • Finally, a normal client user needs a separate Editor license for each Space they are an editor in. As a Viewer they can view, comment and collaborate at no cost.

  • Partners have the option of purchasing "Multi-space Consultant Licences". (see details here). These allow consultants to be editors in any number of spaces, at no additional cost. Consultants can also create any number of Pro spaces at no additional cost. This is a compelling proposition for any SI, particularly those looking to offer this capability as a managed service to clients.

  • See full details for Enterprise v Pro capabilities at

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