Account Settings

Company Name & Address Your main company name and address is used on billing statements and is the default for custom branding and invoices....

Overview Only available to Account Administrators, the Members section is where you manage all the active, pending, and deactivated members ...

  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...

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...

  Overview The Account-level permissions in Kantata OX determine a user's overall privileges and the areas for which they have access. Every time ...

  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...

  In Notification Settings, you can set what notifications you receive, how often you receive them, and where you receive them. NOTE Some email ...

Overview Account administrators can delete roles even if they are already in use. With this flexibility, you can ensure that outdated roles are not...

  Kantata gives you the ability to associate a rate card to a specific group. Groups help you organize and categorize your data by client, departme...

  Overview Kantata gives you powerful tools that help capture snapshots of financial information you can use for revenue recognition, forecasting,...

   Default Account Permissions: Account Administrator Overview On the Resource Management Settings page, you can enable and make adjustments to Re...

  Default Account Permissions: Account Administrator NOTE An Account Administrator must enable Resource Requests in the Resource Management Settin...

 Default Account Permissions: Account Administrator How to Enable Resource Requests In the left navigation, hover over Settings, then select Resou...

  Overview When an Account Administrator enables Resource Recommendations, you can make informed staffing decisions based on resource availability...

  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...

  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...

  Overview Custom Fields for Resources allow you to use existing User Custom Field sets to classify your resource demand. Fields such as location,...

Forms give you the ability to adapt Kantata OX to your organization's processes and requirements. You can create forms for creating projects to col...

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...

  INFO To use Kantata OX's multi-currency functionality, you must first enable Access Groups, and then configure the appropriate Foreign Exchange...

  Overview Kantata OX can import exchange rates from a .csv or .txt file in CSV format from within the app, or via the Kantata OX API. Once the da...

   Overview Nearly all create, delete, or update events that occur in Kantata OX are logged and can be reported for compliance audits. With system ...

  The following tables provide a comprehensive look at the Kantata OX objects and event triggers that are captured for audit logging. Object: ...

  Overview Kantata's Organizations functionality allows you to structure and group your projects and account members by departments and geographie...

  Getting Started Organizations provide a simple way to structure your people and projects. Defining your departments and geographic regions allow...

  How to Associate a Project with an Organization When using Mavenlink's Organizations functionality, your projects should be associated with a co...

  How to Apply an Organization to Account Members When using Kantata's Organizations functionality, your account members will need to be associate...

  INFO To ensure accurate Analytics report data, each project and member in your account must have a designated department and geography. Analy...

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

  With Custom Workweeks, Account Administrators can create Account Default Workweeks—defining the number of hours per day and which days are workd...