Marloo is SOC 2 Type 2 certified and operates under zero data retention agreements with its AI providers. Account settings and user permissions are managed from Settings in the left sidebar.
Is my client data secure in Marloo?
Is my client data secure in Marloo?
Yes. Marloo holds SOC 2 Type 2 certification - an independently audited standard for data security and availability. Marloo operates under zero data retention agreements with its AI model providers, meaning your client data is never used to train AI models. Visit the Marloo Trust Centre for full details including certifications and sub-processors.
How do I invite a team member?
How do I invite a team member?
Go to Settings > Team and click Add team member. Enter their details and choose their role. They'll receive an invitation email with a link to set up their account. There is no seat limit. Adviser, Manager and Account owner seats are billed per active user; Support seats are free. See Invite and manage team members.
How do I remove a user from my workspace?
How do I remove a user from my workspace?
Go to Settings > Team, find the user, click the three-dot menu, and select Deactivate user. Their meetings, documents, and client data remain in the workspace; nothing is reassigned automatically. Deactivated users are no longer billed.
Can I restrict what team members can do?
Can I restrict what team members can do?
Yes, with a few key controls. In Settings > Company Settings an Account owner can toggle off Allow team members to create personal templates (only Account owners can then create templates). Automatic sharing of client emails is a setting each user turns on for themselves, not a company-wide toggle. More granular permission controls are on the roadmap - contact support for the latest status.
How do I change a user's role?
How do I change a user's role?
Go to Settings > Team, find the user, click the three-dot menu, and select Change role. Role changes take effect immediately.
Can I enforce MFA for my team?
Can I enforce MFA for my team?
Yes, on every plan. An Account owner can turn on Enforce multi-factor authentication for all users in Settings > Company Settings > Security and choose an enforcement date and time. After that date, anyone who hasn't set up MFA sees a prompt to set it up. See Company Settings.
How do I set up SSO for my organisation?
How do I set up SSO for my organisation?
Where SSO is enabled for your firm, an Account owner can set it up in Settings > Company Settings > Security. You'll need your identity provider's SAML metadata (URL or XML file) and access to your domain's DNS to verify it. Once you submit, Marloo reviews and activates it. See Setting up single sign-on (SSO). If you don't see the option, contact support. Ensure all team members are provisioned in your IdP before enabling SSO to avoid lockouts.
How do I update my company name or logo?
How do I update my company name or logo?
Go to Settings > Company Settings to update your company name and meeting-bot logo. For fonts, colours, cover page, and header/footer on exports, go to Documents > Styles.
Can I access more than one Marloo workspace with the same email?
Can I access more than one Marloo workspace with the same email?
Yes. You can belong to more than one firm with the same email address. To join another firm's workspace, either sign up again with the same email in an incognito window, or have someone at that firm send you an invite and accept it by opening the invite link in an incognito window. Once you belong to more than one workspace, use the company switcher in the bottom-left corner of the app to switch between them without logging out.
I have two Marloo accounts or companies. Can they be merged?
I have two Marloo accounts or companies. Can they be merged?
Yes. If you signed up twice, or your firm ended up with two companies, contact Marloo support and we will combine them into one. Tell us which company should stay and the email addresses on each account. Once combined, everyone sees a single company.
Do not delete the spare account yourself if it holds clients, meetings or files you want to keep. If you only want to leave a workspace you no longer use, see How to delete your Marloo account.