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Which Marloo roles are billed?

Marloo bills based on role. Support staff are free; advisers, admins, and managers are billed.

Written by Liam McGuire

Marloo billing is per-seat and based on the role assigned to each user. Adding a user to your Marloo company does not automatically mean they're billed β€” it depends on their role.

Role

Billed?

Support Staff

No, free

Adviser

Yes

Admin

Yes

Manager

Yes

If you have support staff helping advisers run their practice and they're being billed, check their role assignment in your team settings.

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