User Management and Privileges

Overview

Each Klaviyo account can support multiple users each with a unique username and password for login. We also support tiered user roles, which allows you to restrict certain levels of access within your account to specific users. 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.
• Admin: Admins have full account access. An Admin can also edit account details (such as updating payment plans) and add/delete users, but cannot close an account.
• Manager: Managers can access all core Klaviyo features, and edit account details (such as updating payment plans), but they:
  • Cannot export any email addresses from Klaviyo (i.e. lists/segments, email recipient activity lists, suppressed profiles)
  • Cannot edit/delete account users
  • Cannot close an account
• Analyst: Analysts have access to analytics, segments, and reporting. The tabs they have access to are:
  
  • Dashboard, Profiles, Metrics, 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. The tabs they have access to are:
  • Campaigns, Email Templates, Data Feeds, Coupons, Preference Pages, Image Library
  • Lists & Segments, but they can only modify Sign Up Forms and Subscribe Pages and cannot see list/segment members
  • 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, Image Library
  • Campaigns, but they can't schedule or send campaigns or see analytics from sent campaigns
  • Lists & Segments, but they can only modify Signup Forms and Subscribe Pages and cannot see list/segment members
  • Flows, but they can only edit flow details (name and tag), edit email content, and preview flow emails
  • Signup Forms, but they can not create or delete forms, see analytics, publish any changes, start an A/B test, or clone/delete variants in a running test.

The below chart 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
Dashboard	✔	✔	✔	✔	✖	✖
Campaigns	✔	✔	✔	Ɵ	✔	Ɵ
Flows	✔	✔	Ɵ	Ɵ	Ɵ	Ɵ
Email Templates	✔	✔	✔	✖	✔	✔
Signup Forms	✔	✔	✔	Ɵ	✖	Ɵ
Lists & Segments	✔	✔	Ɵ	✔	Ɵ	Ɵ
Profiles	✔	✔	✔	✔	✖	✖
Metrics	✔	✔	✔	✔	✖	✖
Integrations	✔	✔	✔	✖	✖	✖
Data Feeds	✔	✔	✔	✖	✔	✔
Coupons	✔	✔	✔	✖	✔	✔
Image Library	✔	✔	✔	✖	✔	✔
Preference Pages	✔	✔	✔	✖	✔	✔
Tags	✔	✔	✔	✖	✖	✖

Flow Specific User Permissions

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

	Owner	Admin	Manager	Analyst	Campaign Coordinator	Content Creator
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)	✔	✔	✔	✖	✔	✔

Form Specific User Permissions

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

	Owner	Admin	Manager	Analyst	Campaign Coordinator	Content Creator
Create and Clone a Form	✔	✔	✔	✖	✖	✔
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	✔	✔	✔	✖	✖	✖

Add Users & Manage Permissions

Account Owners and Admins have the ability to add new users to an account and set their role. To add a new user, navigate to Account > Settings > Users. Here, select Add New User and type in the email address of the new user and select their role. Accounts can only have one Owner, so you will be able to choose from Admin, Manager, Analyst, Campaign Coordinator, or Content Creator.

On this page, you can also:

• Change the role of existing users by clicking on their email address and updating their settings
• Delete a user by clicking the "X" icon beside their email address (note: Owners cannot be deleted from an account)
• See which users have set up their accounts and which still have their email invitation pending
• Resend invitation emails to users who have not completed setting up their accounts
• Click on a user to view their details, which include:
  • Name
  • Email
  • When they were added
  • When they last logged in
  • Their current role

Once you add your new user, they will receive an email from support@klaviyo.com with a link to set up their account. Here, they can set their password and log into their account.

Transferring Account Ownership

Only account Owners have the ability to transfer ownership of their account to a new owner. If you've purchased or inherited a store from a prior owner, you must work with the prior owner to gain access to the account. If you no longer have access to the prior owner, then you must use the email address associated with the Owner's user to reset the password on the account.

To add a new owner the current owner must add a new user, then update the new user's role to Owner. 

Keep in mind there can only be one Owner per account. By making another user the owner, the prior owner's user becomes an admin. Only the new owner can reverse this action. The new owner also has the power to remove any other users, including the prior owner.