Team Management: How to Invite and Manage Team Members in Maroo
Maroo’s Team Management feature makes it easy to collaborate with your staff, partners, or accountants, all while keeping your account secure. You can invite users by email and assign specific roles based on what they need to access, from full administrative control to read-only viewing.
⚠️ Important Note:
Please take note that only the main email address on your Maroo account can receive payment and gratuity notifications.
Additional email addresses or team members will not receive these, so make sure the primary email is up to date to avoid missing any important updates regarding payments.
How to Invite a Team Member
To add someone to your Maroo account:
Log in to your Maroo dashboard
Go to Settings
Click Team Management
Click + Invite member
Enter their email address, then toggle the roles and permissions on or off to assign the level of access you’d like them to have, then click Send invitation.
📝 Once invited, the user will receive an email and will need to accept the invitation before they can log in.
Understanding Team Roles and Permissions
Maroo offers four different access levels so you can control exactly what each user can do.
📌 Admin
This role is best for business owners or primary account managers.
Full access to all features. Admins can:
Send invoices
Send payments
Invite and manage users
Modify all settings, including banking information
📌 Invoice Manager
This role is ideal for sales or billing teams.
Access focused on invoicing only. Invoice Managers can:
Send invoices
They cannot:
Modify bank accounts
Change account settings
📌 Payment Manager
This role works well for team members handling payouts only.
Access focused on contractor payments. Payment Managers can:
Send payments to contractors
They cannot:
Access invoicing
Modify settings or banking details
📌 View Only
This role is ideal for accountants or auditors who only need visibility.
Read-only access. View Only users can:
View all account data
They cannot:
Send invoices
Send payments
Modify any settings
ℹ️ Each team member receives an invitation email and must accept it before gaining access to your account.
If you need help setting up your team or choosing the right roles, our support team is always happy to assist. Contact us at [email protected].