How to add or remove a portfolio user

You will learn

Learn how to add or remove users from a portfolio.

Before you begin

Before making any changes to your portfolio users, know that:

• Adding or removing users from the portfolio does not add or remove them from any linked account.
• Portfolio users may have access to data for every linked account.

For details on the differences between roles, check out our article on portfolio user permissions.

Add portfolio users

1. Make sure you’re logged in to your portfolio account.
2. Click your portfolio name in the sidebar, then select Settings > Users.
   

3. In the Portfolio users section, click Add new user.
   

4. In the modal that appears, enter the email address for the user you want to add.
5. Under Language, choose the language for a new user. This does not change an existing user’s language preference.
6. Open the User Role dropdown and select the user’s role.
7. Click Add User.

After you add the user, an email is sent to this user and invites them to join the portfolio.

New Klaviyo users follow the email instructions to create a password, or sign in with single sign-on (SSO) if your portfolio requires it. Existing Klaviyo users accept the invitation and log in. Users awaiting password setup or invitation acceptance show as Invitation pending in the portfolio.

If the user declines the invitation, they will not be added to the portfolio.

Remove portfolio users

Note that you cannot delete the portfolio Owner. Learn how to transfer portfolio ownership instead.

1. Make sure you’re logged in to your portfolio account.
2. Click your portfolio name in the sidebar, then select Settings > Users.
3. Click the 3-dot menu next to the user you want to delete.
   

4. Select Delete user. If the user shows as Invitation pending, select Cancel invite.
5. Confirm you want to remove the user from the portfolio by clicking Delete user.

Additional resources