Account Settings

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

Available in: Enterprise, Premier, Professional, Teams, and Free Overview Only available to Account Administrators, the Members section is where y...

Available in: Enterprise, Premier, Professional, Teams, and Free To access the Account Members Details side panel, hover over Settings on the left...

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...

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

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...

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 With this flexibility, you can ensure that outdated roles are not...

Available in: Enterprise and Premier What are Access Groups? Access Groups are customizable sets of permissions that allow you to collectively man...

Available in: Enterprise and Premier Overview The main Access Groups page is where you can create new, edit existing, or delete unneeded access gro...

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 ...

This access group set allows you to control who can manage named or unnamed resources, resource allocations, and submit resource requests; it also ...

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...

Available in: Enterprise and Premier NOTE Members of the Account Administrators Access Group do not have Foreign Exchange access by default. They ...

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...

Available in: Enterprise and Premier NOTE Changes to Access Groups settings, including the addition and removal of account members, are not curren...

Available in: Enterprise and Premier NOTE Changes to Access Groups settings, including the addition and removal of account members, are not curren...

Available in: Enterprise and Premier NOTE Changes to Access Groups settings, including the addition and removal of account members, are not curren...

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

Available in: Enterprise and Premier Step-by-Step Enable Resource Requests and Add Approvers through Resource Management Go to Settings > Resour...

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

Available in: Enterprise and Premier Custom Fields for Resources allow you to use existing User Custom Field sets to classify your resource demand....

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

Available in: Enterprise, and Premier Overview Mavenlink can import exchange rates from a .csv or .txt file in CSV format. Once the data in your CS...

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

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 and Premier Overview Mavenlink's Organizations functionality allows you to structure and group your projects and account m...

Available in: Enterprise and Premier Getting Started Organizations provide a simple way to structure your people and projects. Defining your depart...

Available in: Enterprise and Premier Step-by-Step How to Associate a Project with an Organization When using Mavenlink's Organizations functionali...

Available in: Enterprise and Premier Step-by-Step How to Apply an Organization to Account Members When using Mavenlink's Organizations functionali...