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.

Spaces and permissions

What are spaces?Articles on different types of spaces, and how and when to create spaces_{7 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_{4 articles}

Documentation_{7 articles}

Giving access to other users_{3 articles}

Diagram app - general features_{9 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_{26 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_{12 articles}

Business requirements_{1 article}

Stories_{3 articles}

Customization_{3 articles}

Export/Import_{2 articles}

JIRA_{9 articles}

Copado_{2 articles}

Salesforce DevOps Center_{1 article}

Elements API and Webhooks_{3 articles}

General change grid behaviour_{2 articles}

Salesforce Org Models

Connecting your Org_{5 articles}

Elements GPTUsing Elements AI engine with your Org to accelerate your jobs to be done_{10 articles}

GDPR regulatory compliance for anyone holding EU Resident dataData inventory for Salesforce & Pardot, version controlled operating processes, Data Privacy managed app for Salesforce_{4 articles}

Connecting and syncing the 1st Org_{6 articles}

Syncing additional Orgs_{2 articles}

Org model basics_{5 articles}

Clean-up_{3 articles}

Supported metadata_{4 articles}

Metadata utilization_{3 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_{5 articles}

Drive up Salesforce user adoptionUsing Elements process diagrams and links to documents and systems to improve training_{11 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

Setting up Corporate ManagementSwitching on Corporate Management, connecting domains and adding Corporate Management Admin users

Corporate Management featuresCorporate management; corporate management features; corporate control; corporate management capability

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

Setting User PoliciesApply uniform rules for users and Spaces in your organization; restrict access, sharing, and copying content from your corporate spaces

Managing user sessionsViewing active user sessions and logging them out

Managing corporate usersSetting up corporate default spaces and controlling user content

Configuring User Provisioning with Azure Active DirectorySetting up the SCIM user provisioning from Azure AD

Implementing SSO and User ProvisioningUsing an Identity Provider such as Azure AD or OKTA to provide Single Sign On (SSO) or User Provisioning using SCIM

Configuring User Provisioning with OKTAEnabling users to be set up in Elements directly from OKTA using the SCIM protocol

Configuring SAML for OKTAUsing OKTA SAML for Single Sign On (SSO) with Elements

Configuring SAML for GoogleUsing Google SAML for Single Sign-on (SSO) with Elements

Configuring SAML for Azure ADSetting up SSO through SAML for Azure AD

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