Executive Summary
Add team members in Settings > Company > Team by clicking Add Team Member and selecting a role.
Only the Support Staff role is free. Account Owner, Admin, Adviser, and Manager roles are all billed.
Deactivate departed team members promptly to prevent unauthorised access.
Support Staff can be assigned to specific adviser calendars for shared visibility.
Roles and Permissions
Each team member is assigned a role that determines their permissions and whether they are billed. The table below outlines the five available roles.
Role | Billed? | Key Permissions |
Account Owner | Yes | Full access to all features, billing control, and account management |
Admin | Yes | View all calendars, manage team members, and change roles |
Adviser | Yes | Standard seat with full access to meetings, transcripts, and documents |
Manager | Yes | Team visibility with access to adviser calendars |
Support Staff | Free | Access assigned adviser calendars with all product features |
Important: Only Support Staff accounts are free. All other roles, including Manager, are billed immediately upon creation.
Adding a Team Member
Navigate to Settings > Company > Team.
Click Add Team Member.
Enter the team member's name, select their role, and provide their email address.
Click Send Invitation.
The new team member will receive an email invitation to create their Marloo account. Once they accept, their account is automatically linked to your organisation.
Creating any billed role (Account Owner, Admin, Adviser, or Manager) triggers billing immediately for that seat.
Viewing Your Team's Meetings as an Admin
If you are an admin or firm owner, you can also use the same dropdown to switch between team members and view their upcoming meetings.
Navigate to the main meetings view in Marloo.
Click the dropdown arrow at the top of the screen and select Manage.
Choose the team member whose meetings you want to view.
The dashboard will update to show their upcoming, today's, and past meetings exactly as they see them.
Changing Roles
To change a team member's role, find them in Settings > Company > Team. Click the three dots next to their name and select Change Role.
Select the new role from the available options. Changes to billing take effect based on the new role assignment.
Deactivating Users
When a team member leaves your firm, deactivate their account promptly to prevent continued access to your organisation's data.
Go to Settings > Company > Team.
Click the three dots next to the team member's name.
Select Deactivate.
Deactivated users can no longer log in or access any meetings, transcripts, or documents within your organisation.
Support Staff Accessing Adviser Calendars
Support Staff members can be granted access to specific adviser calendars, allowing them to view and manage meetings on behalf of those advisers.
To configure calendar access, go to your team settings and assign the relevant advisers to each Support Staff member. Once assigned, the Support Staff member will see those adviser calendars alongside their own.
FAQs
I accidentally created a team member with the wrong role. How do I fix this?
Contact Marloo support and they will help you correct the role. Billing adjustments will be made as needed.
A team member has left the firm. What should I do?
Deactivate their account immediately using the three-dot menu next to their name in Settings > Company > Team. If your firm is on a block subscription, also notify Marloo support so your subscription can be updated.
My support staff cannot see my meetings. What is wrong?
Check that the Support Staff member has been assigned to your calendar in team settings. Until they are assigned to an adviser's calendar, they will not have visibility of that adviser's meetings.