Account Settings

  • Account Permissions

    Available in: Enterprise, Premier, Professional, Teams, and Free Account Permissions In Mavenlink, Account-level permissions determine the overall ...

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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 invoi...

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  • Managing Account Members

    Available in: Enterprise, Premier, Professional, Teams, and Free   OverviewOnly available to Account Administrators, the Members section is ...

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  • 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...

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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

    Available in: Enterprise and Premier Overview In Mavenlink, Account-level permissions determine a user's overall privileges and the areas for which...

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  • 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...

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 With this flexibility, you can ensure that outdated roles are not...

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  • 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...

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  • 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...

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  • 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 ...

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  • 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...

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  • 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...

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  • 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...

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  • 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 ...

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  • 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...

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  • 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 ...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • Resource Management Settings

    Available in: Enterprise and Premier Using Resource Requests allows you to create repeatable staffing processes within your organization by establ...

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  • 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...

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  • 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, ...

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  • 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...

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  • 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....

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  • Foreign Exchange Overview

    Available in: Enterprise, Premier, Professional, and Teams INFO To use Mavenlink’s multi-currency functionality, you must first enable Access Grou...

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  • 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...

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  • 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...

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  • 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 ...

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