Feature overviews | Support for Elements.cloud

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Feature overviews

Feature overviews

Quick descriptions of how features work, what permissions are needed, and frequently asked questions.

166 articles

Spaces and permissions

Public SpaceHow to make your space public

Invite users to a SpaceAdd user to the space; Space sharing; Space access; Space invite; Grant access to users;

Public SpacePublic Spaces; Promoting diagram content; Promote business; Public maps;

Create new SpaceHow to create new Spaces?

Delete SpaceHow to delete a Space?

Setting your default Elements SpaceSetting your default Elements Space

Restrict Space access and content sharingControl who is a member of the Space. Who can see content, create/edit process maps, Org/Ref models, libraries Control who can invite share

RASCIHow to do RACI / RASCI charting using Elements

What are spaces?Articles on different types of spaces, and how and when to create spaces_{2 articles}

User permissionsHow to grant and manage user permissions and ownership of content_{3 articles}

Registration, login, profile and securityQuick guide on how to start jour journey to value_{10 articles}

Accounts & BillingOur advanced functionalities and pricing_{3 articles}

Documentation_{6 articles}

Giving access to other users_{1 article}

Search for and link metadata to diagramMetadata search, Link Salesforce metadata to diagram

Printing maps and diagramsPrinting, PDF, and embedding diagrams

Diagram versions and publishing new diagramsLearn about diagram version logic and process releases

Diagram app - general features_{8 articles}

Map processes and collaborate on business improvementEverything you need to know about how Elements allows you to deliver highest standard of knowledge process mapping_{23 articles}

Architecture diagrams_{1 article}

Documentation / attachments_{6 articles}

Governance; releases, versions and compliance; ISO9001 (PRO)Version control and continuous improvement for GDPR, ISO9001, FDA, and FCA compliance_{9 articles}

Business requirements_{1 article}

Stories_{3 articles}

End user feedback_{2 articles}

Customization_{3 articles}

Export/Import_{2 articles}

Elements API and Webhooks_{3 articles}

General change grid behaviour_{2 articles}

Salesforce Org Models

Elements GPTUsing Elements AI engine with your Org to accelerate your jobs to be done_{11 articles}

GDPR regulatory compliance for anyone holding EU Resident dataData inventory for Salesforce & Pardot, version controlled operating processes, Data Privacy managed app for Salesforce_{2 articles}

Org model basics_{5 articles}

Clean-up_{3 articles}

Supported metadata_{2 articles}

Metadata utilization_{2 articles}

Metadata dependencies_{6 articles}

Reporting_{2 articles}

Change logs_{4 articles}

Salesforce user accessAnalyze profiles, permission sets, groups and user access to Salesforce metadata_{4 articles}

Drive up Salesforce user adoptionUsing Elements process diagrams and links to documents and systems to improve training_{8 articles}

Analytics 360Understand health of your Org across key dimensions_{12 articles}

Corporate Management

Domain-wide policies, user provisioning, SSO, user sessions and Elements usage

Create map template spaces with Corporate ManagementMap templates; Corporate management; Process mapping; Architecture maps;

Finding information

Recently viewed itemsHome page; Recently viewed items

Filter / find list itemFiltering on lists: Spaces, Processes, Resources, Data Tables, Users etc

ReportingReports on processes; Reports on diagrams; Reports in URL library;

FollowingFollow and favorite items on the home page

NotificationsNotification of invites, report generations and other internal processes