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 your firm's advisers' clients and meetings by default — there is no per-adviser assignment step. To narrow the Meetings view to one adviser, click the arrow next to the Meetings title at the top of the page, then pick them from the Search advisers dropdown. 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 your firm's adviser calendars, 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?
They already have it. Support Staff see your firm's advisers' clients and meetings as soon as their account is created - there is no assignment step to complete in team settings. To focus the Meetings view on one adviser, click the arrow next to the Meetings title at the top of the page, then pick them from the Search advisers 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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