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, disabled, and sugges...

  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 In Mavenlink, Account-level permissions determine a user's overall privileges and the areas for which they have access. Every time a us...

  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...

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 With this flexibility, you can ensure that outdated roles are not...

  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...

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

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

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

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

    Overview Custom fields give you the ability to add additional value fields to projects, tasks, and members. Use them to keep better trac...

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

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

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

  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 ...

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

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

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

  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 Mavenlink's Organizations functionality, your account members will need to be associa...

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

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

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

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

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

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

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