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How To Set Up Team Names

 

Customizing Team Names

Customization allows the Mavenlink experience to feel like an extension of your business, not only for your employees, but for your clients as well. When your team members and clients collaborate inside the application, they’ll feel like they are using your application — not ours.

Customizing your team names is a helpful way to keep everyone organized and on track. When you’re collaborating in a lot of projects at once, it’s important to keep your team names standardized so your team is clear on who is on their team and who their clients are.

Setting Up Team Names

First let’s cover the difference between the Provider and Customer:

  • The Provider is the team that is providing the service. In a Premier project workspace, the provider sends invoices and creates time and expense entries.
  • A Customer is typically the requester of the services. In a Premier project workspace, this is the team that receives invoices and pays for the services rendered.

Note: if you’re an Account Administrator, you can set default custom team names that will be used whenever a project is created by a member of your account. You can also customize team names on a per project basis.

Setting Up Team Names

To set up team names, navigate to the Project section in the left-hand navigation bar, and click on the add icon (+) to add a new project. After giving your project a title, the next step is to add team names under the Provider Team section.  From here, continue filling out the rest of the page to set up your project for success. Scroll to the bottom and click Create Project.

Setting Up Team Names via Project Settings

To edit team names in a project that’s already in progress, click the gear icon next to your project’s title, and then select Settings. From here, you can edit your team names and more.

Team Name Locations

The team names display to the right of your project’s Activity Feed in the Admin Box. You will see the Customer and Provider team names with the relevant team members listed below.

Related articles: How to Create a Project in Mavenlink and Project Settings Overview

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