Account Settings
-
★
Account Permissions
Available in: Enterprise, Premier, Professional, Teams, and Free Account Permissions In Mavenlink, Account-level permissions determine the overall ...
Read More > -
General Settings
Company Name & Address Your main company name and address is used on billing statements and is the default for custom branding and invoi...
Read More > -
Managing Account Members
Available in: Enterprise, Premier, Professional, Teams, and Free OverviewOnly available to Account Administrators, the Members section is ...
Read More > -
Account Members Details Side Panel
Available in: Enterprise, Premier, Professional, Teams, and Free To access the Account Members Details side panel, hover over Settings on the left...
Read More > -
Add and Import Account Members
How to Add Members to Your Account Hover over Settings in the left-hand nav bar and select Members. Click the Invite Account Members button on th...
Read More > -
Project Permissions Defaults
Available in: Enterprise and Premier Overview In Mavenlink, Account-level permissions determine a user's overall privileges and the areas for which...
Read More > -
Account Roles
Available in: Enterprise and Premier An Account Role is the default role assigned to members in your organization and is used to specify their mai...
Read More > -
Deleting Roles
Overview Account administrators can delete roles even if they are already in use. With this flexibility, you can ensure that outdated roles are not...
Read More > -
What are Access Groups?
Available in: Enterprise and Premier What are Access Groups? Access Groups are customizable sets of permissions that allow you to collectively man...
Read More > -
Access Groups
Available in: Enterprise and Premier Overview The main Access Groups page is where you can create new, edit existing, or delete unneeded access gro...
Read More > -
Access Group Details
Available in: Enterprise and Premier Overview The Access Group Details page is where you arrive after creating a new access group; it's also where ...
Read More > -
Access Group Set: Resource Management
This access group set allows you to control who can manage named or unnamed resources, edit allocations, and view resource recommendations. It also...
Read More > -
Access Group Set: Project Access
This access group set allows you to control what members can see and how they interact with projects. Guest Access This section allows you to cont...
Read More > -
Access Group Set: Analytics
This access group set allows you to control who can access Mavenlink's real-time Analytics reports. View Analytics Reports This section allows you...
Read More > -
Access Group Set: Foreign Exchange
Available in: Enterprise and Premier NOTE Members of the Account Administrators Access Group do not have Foreign Exchange access by default. They ...
Read More > -
Access Group Set: Time Tracking
Available in: Enterprise and Premier This access group set allows you to control which non-administrative members can submit time for others, or on...
Read More > -
Access Group Set: Users
Available in: Enterprise and Premier This access group set allows you to control which members can edit any account member's profiles or only edit ...
Read More > -
Create a New Access Group
Available in: Enterprise and Premier Step-by-Step How to Create A New Access Group Hover over Settings in the left-hand nav bar and select Access...
Read More > -
Edit or Delete an Access Group
Available in: Enterprise and Premier NOTE Changes to Access Groups settings, including the addition and removal of account members, are not curren...
Read More > -
Add or Remove Access Group Members
Available in: Enterprise and Premier NOTE You can only add or remove members from an Account Default access group in the Member Details side pane...
Read More > -
Configure an Access Group Set
Available in: Enterprise and Premier NOTE Changes to Access Groups settings, including the addition and removal of account members, are not curren...
Read More > -
Resource Management Settings
Available in: Enterprise and Premier Using Resource Requests allows you to create repeatable staffing processes within your organization by establ...
Read More > -
Enabling Resource Requests and Defining Approvers
Available in: Enterprise and Premier Step-by-Step Enable Resource Requests and Add Approvers through Resource Management Go to Settings > Resour...
Read More > -
Enabling Resource Recommendations
Available in: Enterprise and Premier Step-by-StepHow to Enable Resource Recommendations and Set Access Group Permissions From the left-hand nav, ...
Read More > -
Custom Fields Overview
Available in: Enterprise and Premier What You'll Learn Overview How Custom Fields are Arranged Field Types You can Add to Sets Who Can See Custo...
Read More > -
Configuring Resource Custom Fields
Available in: Enterprise and Premier Custom Fields for Resources allow you to use existing User Custom Field sets to classify your resource demand....
Read More > -
Foreign Exchange Overview
Available in: Enterprise, Premier, Professional, and Teams INFO To use Mavenlink’s multi-currency functionality, you must first enable Access Grou...
Read More > -
Import Exchange Rates from a CSV File
Available in: Enterprise, and Premier Overview Mavenlink can import exchange rates from a .csv or .txt file in CSV format from within Mavenlink, or...
Read More > -
Audit Logs
Available in: Enterprise Overview Nearly all create, delete, or update events that occur in Mavenlink are logged and can be reported for compliance...
Read More > -
Audit Logs: Objects & Events
Available in: Enterprise The following tables provide a comprehensive look at the Mavenlink objects and event triggers that are captured for audit ...
Read More >