Account Settings

Available in: Enterprise The following tables provide a comprehensive look at the Mavenlink objects and event triggers that are captured for audit ...

Available in: Enterprise Overview Nearly all create, delete, or update events that occur in Mavenlink are logged and can be reported for compliance...

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

Company Name & Address Your main company name and address is used on billing statements and is the default for custom branding and invoices. No...

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

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

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

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

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

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

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

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 With this flexibility, you can ensure that outdated roles are not...

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

[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...

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

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

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

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

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...

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...

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

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

[ 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...