Marloo has four roles. Each role determines what a team member can see and do. Only Support Staff is free; the others are billed per seat.
What each role can see
Account Owner. Full visibility across all team members' meetings, clients, file notes, and account settings. Billed.
Adviser. Sees only their own meetings, clients, and file notes by default. Billed.
Manager. Sees team adviser calendars and meetings. Billed.
Support Staff. Sees the adviser calendars they are assigned to in team settings. Cannot see other Support Staff or unassigned advisers. A Support Staff member's own calendar is private to them; nobody else in the company can see it, regardless of role. Free.
FAQs
Can Support Staff record their own meetings?
Yes. Support Staff have access to all product features on the adviser calendars they are assigned to, including recording. Their own calendar is private to them.
Can Account Owners see Support Staff calendars?
No. Support Staff calendars are private. No other role, including Account Owner, can view a Support Staff member's own calendar.
Can an Adviser see their team's meetings?
By default, no. Advisers see only their own meetings. To give an Adviser team-wide visibility, change their role to Account Owner.
How do Support Staff get access to an adviser's calendar?
In Settings > Company > Team, assign the relevant advisers to each Support Staff member. Once assigned, the Support Staff member will see those adviser calendars alongside their own in the calendar dropdown.
Are private meetings visible to Support Staff?
No. Meetings marked private via the three-dot menu on a meeting are hidden from all team members, including Support Staff.
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