To access the User Details side panel, simply click on a member’s name or profile picture from anywhere in Mavenlink. This conveniently slides open the User Details side panel without leaving the page you’re working on.
The User Details side panel consists of three sections where you can view and/or edit member information; the Profile Header, Details, and Custom Fields.
Note: The User Details side panel only slides open if the user belongs to the same account as you; it won’t open for external resources or clients.
The header of the User Details side panel is visible to everyone and contains basic information about the user such as their name, title, picture, city, state/province, country, and timezone.
If you’re an Account Administrator, you’ll have access to the vertical More (“ ”) drop-down menu at the top-right; selecting Edit User from this menu opens the Account Members Details panel where you can edit user information.
The profile picture, location, and timezone can only be added or edited by the member from the Edit Profile page. However, Name and Title can be added or edited by either the member using the Edit Profile page or an Account Administrator via the Account Members Details panel.
The Details section of the User Details side panel gives you a more in-depth look at the user.
- Bio—A short member biography added via the Edit Profile page.
- Account Role—Shows the default Account Role assigned to the member by an Account Administrator from the Account Members Details panel.
- Email—Shows the member’s email address; this can be edited by the member using the Email Settings page or an Account Administrator from the Account Members Details panel.
- LinkedIn Profile—A link to the member’s public LinkedIn profile; the URL can be added from the member’s Edit Profile page.
- Company—The company name and address is taken from the the General Settings page. However, the URL for the company website only appears if added by the member from the Edit Profile page. The company logo only appears if one has been uploaded by an Account Administrator and Custom Branding is Active.
The Skills section shows user skills arranged by proficiency level from highest to lowest; only members with Reports Viewer, Reports Viewer with Cost, or Account Administrator permissions have access to this section.
Previously created skills can be added or removed and proficiency levels adjusted by Account Administrators or Managers (if granted permission) by clicking Edit Skills.
An Account Administrator can give a Manager the ability to edit user skills by checking the Manager Edits User Skills box in the Organizations section of the Account Members Details panel. Once designated, a Manager can add and remove skills from the user and adjust proficiency levels where available.
Note: You are not able to create new skills or edit existing skills from the User Details side panel. Only skills previously created by an Account Administrator in Settings > Skills will appear in the Search and Add/Select a Skill fields.
These can be work samples, resumes, and other relevant items. Up to 10 different portfolio items can be added by the member from the Edit Profile page.
Schedule (Premier & Enterprise Feature)
This section lets you view scheduled time off. Only upcoming (that is, future) time off is displayed; past time off will not appear. You are not able to add or delete time off from the User Details side panel; currently only Account Administrators can add time off via Mavenlink's API. For more information on how to add time off, please contact your Client Success Manager.
This section displays all the User Custom Fields (arranged alphanumerically) previously created by Account Administrators in Settings > Custom Fields. You are not able to add or delete custom fields from the User Details side panel.
User Custom Fields are viewable only if the field's Read Permissions are equal to (or greater than) the member's Account-level permission. For example, a User Custom Field with Read Permissions set to Reports Viewer can be viewed by members with Reports Viewer access all the way up to Account Administrator.
Read or Write Permissions are managed by Account Administrators; all new User Sets in Custom Fields default to being viewable and editable by Account Administrators only.