#Get Started

To begin using Elements, follow the steps outlined in the sections below.

1. Sign Up and Sign In To create an Elements account and sign in, refer to Sign Up for Elements and Sign in to Elements for more information.

   When you sign in to Elements for the first time, you need to Choose a Purchase Method.

2. Set Up Partner Access and App Profiles

3. As an administrator, you can add other partner users to Elements and define their roles and the customers they can manage. Refer to Account Management for details.

   If you want to add Microsoft 365 users/groups to Elements, an app profile for Microsoft 365 is required. For details, refer to Manage Partner App Profiles for more information.

4. Onboard Customers

5. You can start onboarding your customers to Elements. Refer to Invite a New Customer for details.

6. Add Services and Manage Subscriptions

7. After a customer is invited to Elements, you can begin adding services and managing their subscriptions. Refer to Add Services for details.

   1. Select Services: Select the services you would like to add for the customer, including premium management services, premium management services add-on, and AvePoint services for MSPs.

   2. Assign Subscriptions: Assign the corresponding service subscriptions to the customer and set the subscription expiration date.

   3. Add Tenants: If there are no tenants for the customer, you will be asked to Add a Microsoft 365 Tenant for this customer before you can continue.

      If you want to add Google tenants and Salesforce tenants, you need to go to AvePoint Online Services and refer to to complete the operations.

   4. Authenticate Services: Based on the services selected for the customer, the following methods may be available:

      • Consent to apps separately – You can click Authenticate to the right of a service component to consent to the app.

      • Create a custom app profile – Click Create to the right of Custom app profile to use a custom Azure app for authentication.

      • Create a service account profile – Click Create to the right of Service account profile to create a service account profile for authentication.

      • Create a Google Cloud service account profile – Click Create to the right of Google Cloud service account profile to create a Google Cloud service account profile for authentication.

      *Note: A custom app profile and service account profile can only be created once per customer. Make sure all required services are added for a customer before you create the custom app profile or service account profile for this customer.

8. Explore the Platform When customer onboarding is complete, refer to Use the Navigation to explore the platform to locate features quickly.