Guide to User Management and Privileges

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Overview

Learn about the different Klaviyo user roles, their account permissions and access, as well as their potential restrictions inside the platform. Note only Owners and Admins can add new users to an account.

Available User Roles

There are currently the following user roles:

  • Owner: An account can only have one Owner. Owners have full account access and can edit and close an account. By default, the first person to create a Klaviyo account will be the account's Owner. Over time, they will receive important account notifications from Klaviyo, and can edit who in their company receives billing-related notifications. They can also create private API keys and edit the Domain Authentication page.
  • Admin: Admins have full account access. An Admin can edit account details (such as updating payment plans) and add/delete users, but cannot close an account. The one exception is that they can cancel a subscription and close an account if they submit proof that the account Owner is no longer with their company. They can also cancel their subscription if the Owner provides permission in the request. Moreover, they can create private API keys, edit the Domain Authentication page, and edit who in their company receives billing-related notifications.
  • Manager: Managers have access to all core Klaviyo features, but with some limitations in Flows and Lists & Segments. They can also access some features in Account Settings. The tabs they have access to are:
    • Account Settings, in which they can create private API keys and edit account details (such as updating payment plans and Domain Authentication), but they cannot edit/delete account users or close an account
    • Dashboard, Profiles, Analytics, Signup Forms
    • List & Segments, but they cannot export any active or suppressed email addresses from Klaviyo 
    • Flows, but they cannot export any recipient activity 
  • Analyst: Analysts have access to analytics, segments, and reporting. The tabs they have access to are:
    • Dashboard, Profiles, Analytics, Lists & Segments
    • Campaigns, but they can only view details for sent campaigns
    • Flows, but they can only view analytics, export analytics, and preview flow emails
    • Signup Forms, but they will not have access to the Form Builder or A/B test setup, rather they can only see form analytics
  • Campaign Coordinator: Campaign Coordinators can create and send campaigns and create and edit templates. They can also edit the Domain Authentication page. The tabs they have access to are:
    • Campaigns, Email Templates, Data Feeds, Coupons, Preference Pages, Brand Library
    • Lists & Segments, but they can only view segment definitions or campaigns sent to specific lists or segments
    • Flows, but they can only edit flow details (name and tag), edit email content, and preview flow emails
  • Content Creator: Content Creators can create and edit templates. The tabs they have access to are:
    • Email Templates, Signup Forms, Data Feeds, Coupons, Preference Pages, Brand Library
    • Campaigns, but they can't schedule or send campaigns or see analytics from sent campaigns
    • Lists & Segments, but they can only view segment definitions or campaigns sent to specific lists or segments
    • Flows, but they can only edit flow details (name and tag), edit email content, and preview flow emails
    • Signup Forms, but they cannot create or delete forms, see analytics, publish any changes, publish an A/B test, or publish changes to variants in a running test.
  • Support: Support representatives have access to SMS conversations, which will be their default landing page upon logging into Klaviyo. The tabs they have access to are:
    • SMS Conversations, in which they can view profile information and use the SMS Conversation chat console but cannot adjust SMS settings.
    • Dashboard, but they can only view the activity feed
    • Profiles, but they will have limited access to profile information. They can see the profile list view, profile details, activity feed, contact information, and channels.
    • Brand Library, but they cannot upload or edit images and fonts.

The chart below displays the different access levels for users, separated by available tabs.

Key:              Full ✔              Restricted Ɵ              No Access 

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Dashboard Ɵ
Campaigns Ɵ Ɵ
Flows Ɵ Ɵ Ɵ Ɵ
Email Templates
Signup Forms Ɵ Ɵ
Lists & Segments Ɵ Ɵ Ɵ
Profiles Ɵ
Analytics
Integrations
Data Feeds
Coupons
Brand Library
Preference Pages
Tags Management   Ɵ Ɵ Ɵ
SMS Conversations Ɵ

Flow-Specific User Permissions

The following table breaks out the details on flow-specific permissions.

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Create, Clone, and Delete a Flow
Edit Flow Details (Name and Tag)
Export Flow Analytics
Export Recipient Activity          
See Analytics
Backpopulate Flow
Edit Flow Triggers and Filters
Edit Flow Email Settings
Create, Update, Delete Individual Components
Change Flow Action Status
Preview Emails
Edit Email Content (including variations)
Export a list of queued back in stock flow subscribers  

Form-Specific User Permissions

The following table breaks out the details on form-specific permissions.

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Create and Clone a Form Ɵ
Delete a Form
Edit Form Name
See Analytics
Publish Forms and Set a Live Form to Draft
View Form Canvas and Behaviors tab within the Viewer
View Styles tab within the Viewer
Edit Form Content
Create, Edit, and Delete a Draft A/B Form Test
Start or Stop an A/B Test
Edit A/B Test Name or Variation Names 
Publish Edits to a Running A/B Test          

Analytics-Specific User Permissions

The following table breaks out the details on analytics-specific permissions.

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Access Analytics Tab
View Metrics
View Custom Reports
Create, Edit, Run, and Delete Custom Reports        
Export Custom Report Results
View Benchmarks
Change Industry in Benchmarks

Tag-Specific User Permissions

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Read Tag Data
Create, Edit, and Delete Tags      

Coupon-Specific User Permissions

The following table breaks out the details on coupon-specific permissions.

  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Export Coupon Report Model

 

 

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