Executive Summary
Change your company name, find your licensee, and manage dictionary keywords in Settings > Company Settings.
Link your licensee to unlock approved templates for generating SOAs and ROAs.
Add commonly misspelled words to the dictionary to improve transcription accuracy.
Admins can enforce multi-factor authentication (MFA) for all team members and control template permissions.
Company Name
To update your company name, go to Settings > Company Settings. Edit the company name field and save your changes.
Your company name appears across Marloo, including in generated documents and team invitations. Keep it accurate and consistent with your firm's branding.
Finding Your Licensee
Linking your firm to its licensee unlocks access to licensee-approved templates for generating Statements of Advice (SOAs) and Records of Advice (ROAs).
How to Find and Link Your Licensee
Navigate to Settings > Company Settings.
In the licensee field, search for your licensee by name.
Select the correct licensee from the results.
Marloo will review and approve the association.
Once approved, licensee-specific templates will become available for your team to use when generating documents.
Dictionary and Keywords
Marloo's dictionary feature lets you add commonly misspelled or industry-specific words to improve transcription accuracy. This is especially useful for client names, fund names, and financial terminology that may not be recognised by default.
Adding Keywords
Go to Settings > Company Settings > Dictionary.
Click Add New.
Choose one of two options:
Add keywords: Enter words you want Marloo to recognise during transcription.
Correct misspellings: Enter a commonly misheard word and the correct spelling, so Marloo automatically corrects it in your transcripts.
Adding keywords helps ensure your transcripts are accurate and consistent across all meetings.
Template Permissions
Admins can control whether team members are allowed to create their own templates or are restricted to using admin and default templates only.
To configure this, go to Settings > Company Settings and toggle the template permissions setting. When restricted, team members can only select from templates created by admins or provided by Marloo.
MFA Enforcement
As an admin, you can require all team members to enable multi-factor authentication (MFA) within a set time period.
Go to Settings > Company Settings and scroll to the Security section.
Toggle on the MFA enforcement setting.
Set the time period within which all users must enable MFA.
A blue shield icon appears next to each team member who already has MFA enabled, making it easy to see who has completed setup. Users who have not enabled MFA by the deadline will be prompted to do so at their next login.
Communicate with your team before enforcing MFA so they are prepared.
Other Company Settings
Company Settings also includes several other configuration areas covered in their own articles:
Firm Branding: Customise your company logo and branding that appears on generated documents. See the Firm Branding article for details.
Document Styling: Configure default fonts, colours, and layout settings for your generated documents. See the Document Styling article for details.
Global Instructions: Set organisation-wide instructions that guide how Marloo generates content across all meetings and documents. See the Global Instructions article for details.
Company Files: Upload company-wide reference files (such as compliance policies or procedures) that Marloo can draw on when generating content. See the Company Files article for details.