Account Settings
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General Settings
Company Name & Address Your main company name and address is used on billing statements and is the default for custom branding and invoices...
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Managing Account Members
Overview Only available to Account Administrators, the Members section is where you manage all the active, pending, disabled, and sugges...
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Account Members Details Side Panel
To access the Account Members Details side panel, hover over Settings on the left-side nav bar and select Members. Next, click on a person’s nam...
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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...
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Project Permissions Defaults
Overview In Mavenlink, Account-level permissions determine a user's overall privileges and the areas for which they have access. Every time a us...
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Account Roles
Overview An Account Role is the default role assigned to members in your organization and is used to specify their main title or position. It al...
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Notification Settings
Mavenlink allows you to determine what emails and notifications you receive and how often you receive them. Weekly Emails In this section, you can...
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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 With this flexibility, you can ensure that outdated roles are not...
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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, depart...
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Project Accounting
Overview Mavenlink gives you powerful tools that help capture snapshots of financial information you can use for revenue recognition, forecastin...
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Resource Management Settings
Default Account Permissions: Account Administrator Overview On the Resource Management Settings page, you can enable and make adjustments to Re...
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Resource Requests Overview
Default Account Permissions: Account Administrator NOTE An Account Administrator must enable Resource Requests in the Resource Management Settin...
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Enabling Resource Requests and Adding Approvers
Default Account Permissions: Account Administrator How to Enable Resource Requests Go to Settings > Resource Management. In the Resource Requests...
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Enable Resource Recommendations
Overview When an Account Administrator enables Resource Recommendations, you can make informed staffing decisions based on resource availability...
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What is Early Access?
Overview The Early Access page gives you the ability to activate exciting new Mavenlink features on your account to give you more control over y...
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Custom Fields Overview
Overview Custom fields give you the ability to add additional value fields to projects, tasks, and members. Use them to keep better track of cli...
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Configuring Resource Custom Fields
Custom Fields for Resources allow you to use existing User Custom Field sets to classify your resource demand. Fields such as location, employee...
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Forms [Early Access]
Forms give you the ability to adapt Mavenlink to your organization's processes and requirements. You can create forms for creating projects to coll...
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Forms: Field Rules
Overview Forms allow you to tailor the create project form for your organization and teams. You can create field rules in a form that change the di...
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Foreign Exchange Overview
INFO To use Mavenlink’s multi-currency functionality, you must first enable Access Groups, and then configure the appropriate Foreign Exchange ...
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Import Exchange Rates from a CSV File
Overview Mavenlink can import exchange rates from a .csv or .txt file in CSV format from within Mavenlink, or via the Mavenlink API . Once the ...
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Audit Logs
Overview Nearly all create, delete, or update events that occur in Mavenlink are logged and can be reported for compliance audits. With system a...
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Audit Logs: Objects & Events
The following tables provide a comprehensive look at the Mavenlink objects and event triggers that are captured for audit logging. Object: U...
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Organizations Overview
Overview Mavenlink's Organizations functionality allows you to structure and group your projects and account members by departments and geograph...
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Setting Up Your Organizations
Getting Started Organizations provide a simple way to structure your people and projects. Defining your departments and geographic regions allow...
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Apply an Organization to a Project
How to Associate a Project with an Organization When using Mavenlink's Organizations functionality, your projects should be associated with a co...
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Apply an Organization to Account Members
How to Apply an Organization to Account Members When using Mavenlink's Organizations functionality, your account members will need to be associa...
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Organizations in Analytics Reports
INFO To ensure accurate Analytics report data, each project and member in your account must have a designated department and geography. Analyt...
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Holiday Calendars
Overview Holiday Calendars allow you to define the days in which your account members are unavailable for work due to company holidays—including...
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Custom Workweeks Overview
With Custom Workweeks, Account Administrators can create Account Default Workweeks—defining the number of hours per day and which days are workd...
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