User Management and Privileges

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Overview

Each Klaviyo account can support multiple users each with a unique username and password for login. We also support tiered user roles, which allow 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. They can also create private API keys and edit the Domain Authentication page.
  • 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. They can create private API keys and edit the Domain Authentication page.
  • Manager: Managers can access all core Klaviyo features, create private API keys, and edit account details (such as updating payment plans and Domain Authentication). However, Managers cannot:
    • Export any email addresses from Klaviyo (i.e. lists/segments, email recipient activity lists, suppressed profiles)
    • Edit/delete account users
    • Close an account
  • 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, Asset 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, Asset 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 delete forms, see analytics, publish any changes, publish an A/B test, or publish changes to variants in a running test.

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
Dashboard
Campaigns Ɵ Ɵ
Flows Ɵ Ɵ Ɵ Ɵ
Email Templates
Signup Forms Ɵ Ɵ
Lists & Segments Ɵ Ɵ Ɵ
Profiles
Analytics
Integrations
Data Feeds
Coupons
Asset Library
Preference Pages
Tags Management  

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          

Analytics-Specific User Permissions

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

  Owner Admin Manager Analyst Campaign Coordinator Content Creator
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

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