Account Settings

  • Account Permissions

    Available in: Enterprise, Premier, Professional, Teams, and Free Account Permissions In Mavenlink, Account-level permissions determine the overall ...

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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. Note: ...

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  • Account Members Details Side Panel

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

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  • Managing Account Members

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

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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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  • Project Permissions Defaults

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

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  • Account Roles

    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...

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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 With this flexibility, you can ensure that outdated roles are not...

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  • What are Access Groups?

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

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  • Access Groups

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

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  • Access Group Details

    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 ...

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  • Access Group Set: Resource Management

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

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  • Create a New Access Group

    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...

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  • Edit or Delete an Access Group

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

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  • Add or Remove Access Group Members

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

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  • Configure an Access Group Set

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

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  • Resource Management Settings

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

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  • Enabling Resource Requests and Defining Approvers

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

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  • Custom Fields Overview

    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...

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  • Configuring Resource Custom Fields

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

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  • Audit Logs

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

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  • Audit Logs: Objects & Events

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

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  • Organizations Overview

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

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  • Setting Up Your Organizations

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

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  • Apply an Organization to a Project

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

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  • Apply an Organization to Account Members

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

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  • Holiday Calendars

    Available in: Enterprise and Premier Holiday Calendars allow you to define the days in which your account members are unavailable for work due to c...

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  • Organizations Reports

    Available in: Enterprise and Premier Analytics Reports When Mavenlink's Organizations functionality is enabled, it affects how Analytics reports a...

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  • Skills Overview

    Available in: Enterprise and Premier Overview Mavenlink Account Administrators have the ability to create a library of custom skills relevant to th...

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  • Project Participant Setting

    Available in: Enterprise, Premier, Professional, Teams, and Free We now allow account administrators to have finer grain control over who can be i...

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