Marloo

Account Settings

Quick answers to the most common questions about security, user management, permissions, and account settings in Marloo.

Account Settings — FAQ

Enhance your account security with strong passwords and two-factor authentication

Personal and Security Settings

Configure how Marloo joins meetings and handles transcription

Meeting Preferences & Language Settings

Manage your Marloo subscription, payment methods, and billing preferences

Billing & Subscription Management

How to customise your AI experience in Marloo using company wide AI instructions

Company Settings

Everything you need to know about setting up MFA, re-authenticating if prompted, and resetting your MFA if you're locked out.

Multi-Factor Authentication (MFA) - Setup & Troubleshooting

Let your team sign in to Marloo with your existing identity provider — Google Workspace, Microsoft Entra ID, or any SAML 2.0 provider.

Setting up single sign-on (SSO)

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Manage your profile information and account access

Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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