#About Elements

Elements is a central hub for Elements partners to accelerate Microsoft 365 end-user adoption and usage. Elements partners can register, monitor, and manage their Elements customers, view reports about customers’ jobs and requests for online services, view subscription usage, and resolve feedback within a central platform.

Partners who are large account resellers that provide services for their own resellers can also invite and manage their resellers, view their pooled subscription details, and assign pooled subscriptions to resellers within Elements. For the features that are supported for large account resellers, refer to the Reseller Management section. When you sign in to Elements with both the service provider and large account reseller permissions, you will see two tabs in the navigation pane: Services for customer and service management and Licenses for reseller and license management.

Partners can also authorize their customers’ tenant users to access Elements by assigning them to appropriate functional roles with module-specific permissions. This empowers the customer’s end users, particularly administrators, to manage the data of their own tenant.

#Supported Languages

Elements supports the following languages: English, German, French, and Japanese.

#Versions of Elements

There are two versions of Elements: a version for Commercial use and a version available on Microsoft’s Cloud Platform for the U.S. Government. Both versions are covered in this guide.

Note the following for the U.S. Government Public Sector version:

#Supported Browsers

The following table provides the supported browser versions.

Browser	Version
Google Chrome	The latest version
Mozilla Firefox	The latest version
Safari	The latest version
Microsoft Edge based on Chromium (.png "('image1', 'Icon: Microsoft Edge based on Chromium')"))	The latest version

*Note: The Safari browser is not recommended.

#Supported Data Centers

The data centers listed below are available for Elements. When partners sign up, there is a country/region option. Elements will assign the partner to a nearby data center based on the region they have selected.

Data storage locations may vary depending on the different modules within Elements. You can refer to the table below for details.

Module	Where is the data stored?
Azure security management	All data is stored in the partner's data center.
Baseline management	All data is stored in the partner's data center.
Workspace management	Raw data associated with AvePoint Online Services (AOS) services is stored in the customer’s data center, while the Elements data such as dashboard data and audit logs is stored in the partner’s data center.
User management	All data is stored in the partner’s data center.
Risk management	Raw data associated with AOS services is stored in the customer’s data center. Risk summary and detailed data are stored in partner’s data center.
Change management communication	All data is stored in the partner’s data center.
Device management	All data is stored in the partner’s data center.
Workflows	All data is stored in the partner’s data center.
Marketplace	All data is stored in the partner’s data center.
Other common functions	The data associated with AOS services is stored in the customers’ data center, while other Elements data is stored in the partner’s data center.

#Integration with Ava

Elements offers integration with Ava. You can click the Ask Ava () button in the upper-right corner of a page and try to chat with AvePoint’s virtual assistant and get some instructions.

#View Notifications

To view notifications in your Elements environment, click the bell icon in the upper-right corner. The Notifications pane will appear, and you can view notifications under the following tabs:

#Manage Your Profile Information

To view and change your account information, click the username in the upper-right corner, and then select My profile from the drop-down list.

On the My profile panel, your account ID, tenant ID, and contact information are displayed. You can edit your first name, last name, and organization name. Click Save to save your changes, or click Cancel to close the panel without saving any configurations.

#Preview Features

The following features are currently in preview.

#Use Cases

This section contains some key use cases that can be used to enhance your experience in the Elements User Guide.

#Use Case - Want to Manage Multiple Tenants from a Single Platform?

.png "('image4', 'Need')")	Need: Sophie, an Administrator at a Managed Service Provider that offers cloud backup services, manages many customers with services within the AvePoint Online Services platform. Sophie wants the ability to manage her customers and monitor their activities from a central platform easily and efficiently. Sophie would like to perform tasks such as inviting customers, purchasing services for her customers, and viewing her customers’ subscriptions for services, all within one central portal.
.png "('image5', 'Resolution')")	Resolution: Sophie logs in to Elements and navigates to the Customers page to perform management activities for her customers. She can invite new customers by clicking Onboard new customer, add services for an existing customer by selecting the customer and clicking Add service, and edit subscription settings for customers.The Customers page also displays the general account and service information for each customer of her tenants. Sophie can sort, filter, and search for various customers, view job details, support details, Job Reports, and Storage Consumption reports.

To get started with Elements, complete the prerequisites in Get Started.

For more information on the actions that can be performed on the Customers page, refer to Manage Customers.

#Use Case - Want to Manage Your Subscription Inventory and Understand Storage Consumption?

.png "('image6', 'Need')")	Need: Sophie, an Administrator at a Managed Service Provider that offers cloud management services, wants to increase her operational efficiency by improving her subscription inventory management and by monitoring and analyzing her customer storage consumption.
.png "('image7', 'Resolution')")	Resolution: Sophie logs in to Elements and navigates to the Reports > Report center page. Sophie can access the Customer operations report page to view customers’ operations, the Subscription Usage page to view subscriptions’ current usage and modification history as well as the subscription usage information of her customers, the Storage consumption report page to view customers’ storage consumption, and the User activity report page to view activities of users in Elements. Sophie can create custom reports with the Pie Chart template. Sophie can analyze the data from the Report center page to better understand the needs of her customers based on their current activity and usage.

For more information on the reports, refer to View and Create Reports.

#Use Case - Want the Ability to Co-Manage Your Customers from One Central Platform?

.png "('image8', 'Need')")	Need: Sophie, an Administrator at a Managed Service Provider that offers cloud management services, wants the ability to co-manage her tenant with others. Sophie wants to be able to invite others to manage customers or users/roles in this portal.
.png "('image9', 'Resolution')")	Resolution: Sophie logs in to Elements and navigates to the Settings page. Sophie can manage users on the Users page. She can also create custom roles on the Roles page. Custom roles are assigned specific system permissions and specific customer groups, so the users with different roles can only perform certain actions and manage certain customers in this portal.

For more information on managing users, roles, and customer groups, refer to the following sections:

#Use Case - Want to Keep Yourself Informed of Any Troubleshooting Issues?

.png "('image10', 'Need')")	Need: Sophie, an Administrator at a Managed Service Provider that offers cloud management services, wants the ability to monitor all AvePoint support tickets, as well as manage customer feedback from her tenant management platform.
.png "('image11', 'Resolution')")	Resolution: Sophie logs in to Elements and navigates to the Settings page. Sophie can add her email address to the Troubleshooting profile page to add herself into the loop of any support emails her customers send. She can also navigate to the Feedback management page to view and monitor her customer feedback.

For more information on troubleshooting profiles and customer feedback management, refer to the following sections:

#FAQs

You can find frequently asked questions and answers in the following categories: partner management, customer management, resources and feedback, licensing, and pooled subscriptions.

#Partner Management

#How can I add another administration account within my organization to Elements?

Navigate to Settings > Account management > Users > Administrators, click Add existing user to add existing users to the built-in Administrators group.

#Customer Management

#How can I invite new customers/tenants and assign subscriptions for them?

On the Customers page, click Onboard new customer and follow the instructions to provide customer information and assign subscriptions to the customer.

#How can I learn about the job statuses of customers?

Go to the Reports > Report center page and click Customer operations report. The Customer operations report page shows a summary of all customers sorted by online services. You can click a service card to view the details of the summary and filter the report by time range and job status.

#How can I learn about the storage usage status of a customer?

Go to the Reports > Report center page and click Storage consumption report. The Storage consumption report page shows a summary of storage used by all customers. Under the summary, each customer has a card. You can click View details on a card to view this customer's storage usage.

#How can I change a customer’s registered account (Tenant Owner)?

Ensure that the new Tenant Owner has the Service Administrator role in the customer's AvePoint Online Services environment. Log in to the customer's environment with the Administrator role, go to User management, select the new Tenant Owner, and then click Set as tenant owner. The selected user will become the customer's new Tenant Owner.

#Resources and Feedback

#How can I find the user guides?

Go to  to access desired user guides.

#How can I submit feedback about Elements?

You can go to the Submit feedback page by accessing Help in the navigation pane and clicking Submit feedback on the Elements interface.

#Licensing

#How does Elements define licenses for Microsoft 365 tenants?

AvePoint Online Services counts Microsoft 365 users that have assigned licenses in Microsoft 365. Each assigned Microsoft 365 user needs a corresponding user seat from AvePoint. The Microsoft 365 subscriptions that AvePoint counts are included in .

#Pooled Subscriptions

#What is a Pooled Subscription?

A pooled subscription allows you to purchase a certain number of licenses (user seats, objects, or capacity) for a specific service and assign them to customers from that pool as needed.

Pooled subscriptions can be purchased directly from AvePoint or through a distribution marketplace.

#What pooled subscriptions can I obtain from AvePoint?

Note about Fly subscriptions:

#What pooled subscriptions can I obtain from Marketplaces?

Note about Fly subscriptions:

#How can I assign pooled subscriptions to a customer?

1. Purchase pooled subscriptions via AvePoint Sales or directly in a marketplace.

2. View the source of your subscriptions in the Subscription Usage Report.

3. When adding services to a customer, select the appropriate source.

Note the following:

#What are the payment models and purchase options?

There are two primary payment models, each with distinct purchase options:

#When does the Direct Prepaid term start?

#What are the rules for mixing and matching licenses?

The most recent license type prevails. Key rules include:

#What are the policies for managing pooled licenses?

#How do expiration dates work?

Expiration must be at least 31 days from the initial assignment unless the pooled license expires sooner.

#What if a pooled license is expiring soon?

You can still assign it, but the customer’s license expiration must not exceed the pooled license expiration.

#What are Distributor, Prepaid, and PAYG licenses?

#What is a Large Account Reseller (LAR) pooled license?

A Tier 2 licensing model where a LAR is the one to receive the pool in their Elements tenant. Then they can assign subscriptions to their MSPs, who then assign them to their respective customers. Contact AvePoint to enable Tier 2 functionality in Elements. The Tier 2 LAR is responsible for payment of the whole pool.

#How do I access monthly consumption reports for PAYG pooled licenses?

1. Log in to Elements.

2. Go to Report center > Subscriptionusage > Customercurrent usage.

3. Select the 1st of the month to view usage for that billing cycle.

4. Use the Today option for current consumption data.

Note the following: