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 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 close an account. By default, the first person to create a Klaviyo account will be the account's Owner.
  • Admin: Admins have full account access. An Admin can also edit account details and add/delete users, but cannot close an account.
  • Manager: Managers can access all core Klaviyo features, 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
  • Campaign Coordinator: Campaign Coordinators can create and send campaigns and create and edit templates. The tabs they have access to are:
    • Campaigns, Email Templates, Signup Forms, 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
  • 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 Sign Up Forms and Subscribe Pages and cannot see list/segment members

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

Email Templates

Signup Forms

Lists & Segments

Ɵ

Ɵ Ɵ
Profiles

Metrics

Integrations

Data Feeds

Coupons

Image Library

Preference Pages

Folders

 

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.

user_management.gif

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.

2018-03-09_13-37-08.png

Transferring Account Ownership

Account Owners have the ability transfer ownership of their account to a new owner. In order to do this the current owner must add a new user, then update the user's role to Owner

Keep in mind there can only be one Owner per account. By making another user the Owner, you will be set to Admin. Only the new Owner can reverse this action.

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