How to Manage Elements

Created by Ivy Thompson, Modified on Thu, 15 Jan at 6:15 PM by Ivy Thompson

This guide explains how to edit, organise, and archive Elements within the Element Library. Managing Elements ensures that physical specifications remain accurate and that outdated items are removed from active use.


Admin: Full Access 

Super User: Edit Only

Basic User: View Only

Group Manager: View Only




Editing Elements

To update an existing Element:

  1. Navigate to Elements from the main sidebar

  2. Select the Element you want to edit from the list

  3. Update any fields, such as: Size, Width, Height, Length

  1. Save all changes

Archiving Elements

Archive Elements that are no longer required to keep the library clean.

  1. From the Elements list, select one or more Elements using the checkboxes

  2. Click Archive from the 3 dots

  3. Archived Elements are removed from active use but retained for reference

To view archived items:

  • Open the Archived Elements tab at the top of the Elements dashboard

Managing the Element Library

  1. Search: Find Elements by name or product code

  2. Sort: Order results by Last added, Last edited, or Alphabetical (A–Z / Z–A)

  3. Bulk Actions: Use More actions to download an Elements CSV or upload a CSV for bulk updates

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