Elements.cloud

Public Space

Add user to the space; Space sharing; Space access; Space invite; Grant access to users;

Invite users to a Space

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

Create new Space

Delete Space

Setting your default Elements Space

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

Restrict Space access and content sharing

How to do RACI / RASCI charting using Elements

RASCI

Spaces and permissions

Change domain on the Space

What is a workspace? How to use Spaces? Where does my content reside? How to use spaces? How many spaces can I have? Can I rename a Space?

What is a Space and how to use Spaces for managing content

Articles on different types of spaces, and how and when to create spaces

What are spaces?

Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor

User permissions on a Space

How to permanently delete a user account?

Delete user account

Ask for edit rights on a diagram or a map

Request edit rights

How to grant and manage user permissions and ownership of content

User permissions

Registering; Elements registration; Registration email; Registration requirements; How to register

Registering with Elements

Login; Logging in; Log in; Elements login; How to login; How to log in;

Logging into Elements

Verify account; Verify email; Verify Elements user; Login problem;

Verify account

Profile; Profile update; How to update profile; Update picture; Change profile information; Change password, How to change password

Updating your profile

Supported devices; What devices can I use; What technology is supported by Elements; Types of devices supported by Elements

Devices: desktops, laptops, tablets and smartphones

Data holding; ISO27001; Data security; How Elements use my data; Where is my data stored; What does Elements do with my data

Elements Data Security and Compliance

Does Elements work equally well in all browsers; Supported browsers; What browser should I use; Browsers to use

Supported browsers

How to adjust your screen and solve any display issues

Getting the best screen display setting

Elements.cloud Email Configuration

Saving work progress; Save project; Saving the work

Where is the Save button?

Quick guide on how to start jour journey to value

Registration, login, profile and security

POC, Getting Started, Explore the full Elements capability before buying

Proof of Concept / Trial

Private environment; Separate instance of Elements; How does private cloud for Elements work?; Custom domain and environment for Elements

Private cloud

Logging out of active sessions on different devices

Manage my login sessions

Accounts & Billing

Adding and removing stakeholders; My Metadata view; Salesforce; Reference models

Add / change metadata stakeholders

Import metadata stakeholders

How to easily import large volumes of data into Elements; Mass documentation imports;

Mass data imports in Elements

SF nodes; Documenting Salesforce implementation; cross-org documentation; attachments; links; org model; documentation tab

Documentation in metadata dictionaries

Finding the URL for any node in an Org Model

How to import documentation templates; How to install documentation package versions; Packaging documentation feature; Document org model

Install documentation packages

Documentation

Salesforce Org Model; Grant access; Invite user; Share tab; User rights;  How to make someone an editor?; Invite to Org model

Invite users to access Org Model or Ref Model

Giving access to other users

Visit our website

Go to Elements.cloud

Academy

Developer Hub

Find answers and get help from Intercom Support and Community Experts

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