Who can add team members
If you are responsible for your firm's account, you can add team members to your Marloo organisation. This is typically done by the account administrator or firm owner.
Accessing team management
Step 1: Navigate to team settings
Go to "Settings" in the left-hand toolbar
Click on your company name (not your personal name)
Select the "Team" section
Step 2: Find the add member option
Look for the blue "Add a member" button in the top right corner
Click this button to start the invitation process
Adding new team members
Step 1: Enter member details
First name: Enter the team member's first name
Email address: Provide their work email address for the invitation
Role selection: Choose their role type (critical for billing)
Step 2: Select the appropriate role
Advisor role:
Billing impact: Advisors are charged users ($99/month per advisor)
Full access: Complete access to all Marloo features
Client interaction: Designed for team members who provide financial advice
Template access: Can create and modify templates
Support role:
No charge: Support or back-office staff are completely free
Full product access: Same feature access as advisors
Administrative functions: Perfect for paraplanners, administrators, and support staff
Collaboration: Can view and collaborate on client meetings and documents
Step 3: Send the invitation
Click "Send Invitation" or similar action button
The team member will receive an email invite to join your organization
They'll follow the invitation link to create their account
Understanding the invitation process
What happens next:
Email invitation: New team member receives an invitation email
Account creation: They click the link and create their Marloo account
Organisation join: Their account is automatically linked to your firm
Access granted: Immediate access to appropriate firm features
Billing update: Advisor roles automatically update your billing
Invitation management:
Pending invitations: Track invitations that haven't been accepted yet
Resend invitations: Send reminder emails if needed
Cancel invitations: Remove pending invitations if circumstances change
Billing implications of team roles
Cost structure:
Advisors only: Only advisor roles are charged to your subscription
Support staff free: No additional cost for support, admin, or back-office staff
Immediate billing: Advisor additions take effect immediately
Prorated charges: Fair billing for mid-month additions
Why support staff are free: Marloo recognizes that great financial advice is a team effort. Support staff, paraplanners, and administrators play crucial roles in client service, so we provide them full access at no additional cost.
Role examples:
Typical advisor roles:
Financial advisors and planners
Senior advisors and partners
Client-facing team members
Anyone providing regulated financial advice
Typical support roles:
Paraplanners and technical support
Administrative assistants
Compliance officers
Reception and client service staff
Junior staff and interns
Best practices for adding team members
Before adding members:
Confirm roles: Clearly identify who should be advisor vs. support roles
Email verification: Ensure you have correct work email addresses
Coordination: Let team members know to expect the invitation
Training planning: Consider scheduling training or demos for new users
During the invitation process:
Clear communication: Explain what Marloo is and how it will benefit them
Support availability: Let them know help is available during setup
Role clarity: Ensure they understand their role and access level
After invitation acceptance:
Welcome and orientation: Provide initial guidance and support
Template setup: Help them understand your firm's template standards
Calendar integration: Assist with calendar connection if needed
Team integration: Introduce them to collaborative features