Account Settings

  • Account Permissions

    [ Enterprise | Premier | Professional | Teams | Free ] Account Permissions In Mavenlink, Account-level permissions determine the overall privileges...

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  • Audit Logs: Objects & Events

    [ Enterprise ] INFO The Audit Logs feature is currently in beta. If you'd like to participate, please contact your Client Success Manager or email...

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  • Audit Logs

    [ Enterprise ] INFO The Audit Logs feature is currently in beta. If you'd like to participate, please contact your Client Success Manager or email...

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  • Project Permissions Defaults

    [ Enterprise | Premier ] Overview In Mavenlink, Account-level permissions determine a user's overall privileges and the areas for which they have a...

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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. No...

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  • Account Members Details Panel

    [ Enterprise | Premier | Professional | Teams | Free ] To access the Account Members Details side panel, hover over Settings on the left-side nav b...

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  • Organizations Reports

    [ Enterprise | Premier ]   Analytics Reports When Mavenlink's Organizations functionality is enabled, it affects how Analytics reports are used. Fo...

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  • Apply an Organization to Account Members

    [ Enterprise | Premier ] Step-by-Step How to Apply an Organization to Account Members When using Mavenlink's Organizations functionality, your acco...

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  • Apply an Organization to a Project

    [ Enterprise | Premier ] Step-by-Step How to Associate a Project with an Organization When using Mavenlink's Organizations functionality, your proj...

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  • Setting Up Your Organizations

    [ Enterprise | Premier ] Getting Started Organizations provide a simple way to structure your people and projects. Defining your departments and ge...

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  • Organizations Overview

    [ Enterprise | Premier ] Overview Mavenlink's Organizations functionality allows you to structure and group your projects and account members by de...

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  • Holiday Calendars

     [ Enterprise | Premier ] Holiday Calendars allow you to define the days in which your account members are unavailable for work due to company holi...

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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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  • Skills Overview

    [ Enterprise | Premier ] Overview Mavenlink Account Administrators have the ability to create a library of custom skills relevant to their industry...

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  • Project Participant Setting

    [All Customers] We now allow account administrators to have finer grain control over who can be invited to the provider team in a project. By defa...

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  • Custom Workweeks Overview

    [ Enterprise | Premier ] With Custom Workweeks, Account Administrators can create Account Default Workweeks—defining the number of hours per day an...

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  • Configuring SAML Single Sign On

    [ Enterprise ] Using SAML Single Sign-on (SSO) authentication, Mavenlink customers can manage system access with their identity management system. ...

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  • Single Sign-On

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

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  • Custom Branding Overview

    [Teams & Premier] As an Admin on Mavenlink, you can customize Mavenlink’s user interface to match your brand. When you invite others to part...

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  • Subscription Plans

    Mavenlink offers several subscription plans; whether you’re an individual, a small team, or a large business looking for a way to collaborate, we h...

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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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  • Managing Account Members

    [ Enterprise | Premier | Professional | Teams | Free ] OverviewOnly available to Account Administrators, the Members section is where you manage al...

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  • Custom Fields Overview

    [Premier Customers] Custom Fields allow customers to add additional information to Projects, Tasks, Users, Project Groups, and Clients. You can inp...

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  • Account Roles

    [ Enterprise | Premier ] An Account Role is the default role assigned to members in your organization and is used to specify their main title or po...

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