Accessing your account settings
Step 1: Navigate to settings
Click Settings in the left-hand toolbar
You'll see your settings dashboard with multiple sections
Step 2: Access personal settings
Click on your name (Account settings) at the top of the Settings page
This opens your Personal page
Updating your profile information
Email address:
Read-only: Your email address is shown on the Personal page but cannot be changed there
Need a new email? Marloo can move your account to a new email address on request
Name and profile updates:
First name: Update your given name as it appears in Marloo
Last name: Update your surname for professional identification
Display preferences: How your name appears to team members and in meeting joins
Other details: Add a profile photo, phone number and adviser number
Account security and access
Security:
Two-factor authentication: Turn it on from the Security section of your Personal page
Password: Change your password from the same section
Sign out:
Current session: Click Sign out to sign out of your current browser session
Other devices: There is no option to sign out of all devices at once, so sign out on each device you have used
Security practice: Regular sign-outs help maintain account security
Best practices for account management:
Keep information current: Update your details when circumstances change
Regular reviews: Periodically check your account settings
Professional appearance: Ensure your name displays appropriately for client meetings
Security awareness: Sign out from shared or public devices