What are Access Groups?
Access Groups are customizable sets of permissions that allow you to collectively manage product access. This is done by adding Account Members to groups that allow or restrict certain activities in Mavenlink.
You can create as many Access Groups as you need, and each member can belong to multiple groups. This makes it possible to grant access and expose information only to specific users, without assigning Account-level permissions higher than a member needs.
Access Groups are located in the Settings > People section of the left navigation bar.
If you are just starting out with Access Groups, you’ll first need to enable the feature on the About Access Groups page.
How to Enable Access Groups
- Hover over Settings in the left-hand nav bar and select Access Groups.
- On the About Access Groups page, click Enable Access Groups to activate the feature. It may take a few seconds, depending on the number of members on your account.
- After enabling, there are five default access groups: Account Administrators (non-editable), Resource Planning, View Only Master Planning, View My Allocations, and Resource Requesters. If the default groups don't meet your needs, you can create your own custom groups.
How do Access Groups differ from Account and Project Permissions?
When new members are added to Mavenlink, their baseline access is determined by their Account and default Project permissions. You can stack more granular privileges on top of these permissions by assigning members to one or more Access Groups. Therefore, Access Groups do not replace Mavenlink's standard Account and Project permissions, they work in conjunction with them.
Further, Mavenlink access groups permissions are cumulative; conflicting or contradictory settings do not offset each other. That is, if members are assigned to multiple access groups, they will retain all active settings, even if the same options are configured differently in other access groups.
For example, if a user belongs to an access group that allows the editing of named resource allocations in all projects, they retain that privilege as long as they are a member of that group. Even if they belong to another access group where that same setting only allows members to edit allocations for named resources in their projects.
There is some correlation between a member's Account and Project permissions and the default Access Groups to which they are assigned. For example, members added to the non-editable Account Administrators access group represent users who have unrestricted access to all areas of Mavenlink.
What are Access Group Sets?
Each access group "set" contains configurable settings and permissions that relate to different areas of Mavenlink, giving you maximum flexibility and control over security and access for both members and features. For example, if you want to configure access to areas related to resource planning, you can do so in the Resource Management Access set.
The following is a list of all currently available access group sets:
We are constantly expanding areas in Mavenlink that are managed by access group sets. If you can't find the one you’re looking for today, check back again soon.
- What are Access Groups?
- Access Groups
- Access Groups Details
- Access Groups Set: Resource Management Access
- Access Groups Set: Project Access
- Access Groups Set: Foreign Exchange