Element451

Eric Range

Michael Stephenson

Ty Fujimura

Settings

General Settings is the central location for managing key information about your institution and setting global preferences in Element451.

General Settings

Access Rules

Configure platform-wide general settings and define access rules.

General

Usage-Based Billing + Credits

Most usage in Element451 is unlimited; a few features are usage-based and billed one of two ways depending on your plan.

Usage-Based Pricing

How usage caps work under Element451's newer usage model. What's included, how to monitor it, and how to tell it apart from Usage Credits.

Understanding Usage Caps

Understand how Element451 usage-based pricing works, manage credits and payment types, and monitor your usage caps to avoid unexpected charges.

Usage

Learn how to configure your personal account settings, including your preferred start page, change your password, and mute the chat sound.

My Profile Settings

Learn how to configure yours or someone else's Preferred Start Page.

Preferred Start Page

Learn to navigate the default Start page and customize your Preferred Start Page.

Start Page

Personalize your individual experience by managing your profile and choosing which page you land on at login.

Account & Personal Preferences

Learn how to configure external domains in Element451 to enhance your site's branding. Set up CNAME records for a branded, recognizable URL.

Configuring External Domains

How to prepare for Google and Yahoo's upcoming changes.

Overview of Email Authentication

Ensure Element451 messages are delivered to your institution's email domain(s)

Element451's Email-Sending IP Addresses

Set up authenticated, deliverable email by configuring external domains, sending IPs, and SFTP file transfers.

Email & Domain Configuration

Registering Your Phone Number for Text Messages & Voice Calling

Before registrering your phone line for SMS messaging you must have a compliant SMS Privacy Policy and SMS Terms of Service.

Sample SMS Privacy Policy and Terms of Service statements

Register your phone number for SMS and voice calling, plus the privacy and terms language required for compliant texting.

Text & Voice Messaging

SFTP Management

Guidance on setting up the self-service tool that lets you create and manage access to your Element451 SFTP accounts.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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