Assign a Rate Card to a Group

Mavenlink gives you the ability to associate a rate card to a specific group. Groups help you organize and categorize your data by client, department, region name, and more. When you associate a rate card to a group, you can control how members access and/or interact with the account settings related to roles and rate cards with the Account Settings access group.

How to Assign a Rate Card to a Group

1. Hover over Settings from the left-side nav bar and select Rate Cards.
2. Under the Details column in the Rate Cards table, select the Side Panel (“   ”) icon in-line with the desired rate card. The rate card details side panel opens.
3. Under the Groups subtab, click the Select Group field, and then select an option from the list that appears.
   
   
   Note: To quickly search for a group, type the group name in the Search field, and then click Search.
4. Click Save. The rate card is now associated to the group. 

Related Articles

• Rate Card Overview
• Changing from Individual Bill Rates to Rate Cards
• Custom Rate Cards

Mavenlink API

• Rate Card Activations
• Rate Card Role (Rate for a Role)
• Rate Card Set Version (Effective Version by Date)
• Rate Card Sets (Group of Rate Cards)
• Rate Card Versions
• Rate Cards (Multiple Currencies)