Account Settings

  • 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

      An Account Role is the default role assigned to members in your organization and is used to specify their main title or position. It also provid...

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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 With this flexibility, you can ensure that outdated roles are not...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

      Using Resource Requests allows you to create repeatable staffing processes within your organization by establishing a specific list of approver...

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  • Enabling Resource Requests and Adding Approvers

      How to Enable Resource Requests Go to Settings > Resource Management.  Choose Edit.  Toggle Enable Resource Requests to the On position. Click ...

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  • Enable Resource Recommendations

      How to Enable Resource Recommendations From the left-hand nav, go to Settings > Resource Management. Choose Edit for Resource Recommendations....

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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 trac...

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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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  • Custom Forms [Early Access]

    Custom Forms give you the ability to adapt Mavenlink to your organization's processes and requirements. You can create custom forms for Projects to...

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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

      Holiday Calendars allow you to define the days in which your account members are unavailable for work due to company holidays—including any that...

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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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  • Skills Overview

      User Permissions Needed: Account Administrator, Report Viewer with Cost, Report Viewer Overview Mavenlink Account Administrators have the abilit...

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  • Custom Branding Overview

        Overview As an Admin on Mavenlink, you can customize Mavenlink’s user interface to match your brand. When you invite others to particip...

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  • Configuring SAML Single Sign On

      Overview With SAML Single Sign-on (SSO) authentication, Mavenlink customers can manage the access of their users to different systems and accoun...

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  • Single Sign-On

      Single Sign-On (SSO) authentication gives your users secure access to Mavenlink with help from your identity management system. Mavenlink suppor...

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