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. Navigate to Manage > Users. 
   
3. In the Portfolio tab, click Add new user.
   
4. In the modal that appears, enter the email address for the user you want to add. 
5. Open the dropdown and select the user’s role.
6. Click Save. 

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

The user must accept the invitation and then either create an account (if they are not a Klaviyo user already) or log in. Until they do, they will show as 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. Navigate to Manage > Users. 
3. Click the 3 dot menu next to the user you want to delete.
   
4. Select Delete.  
5. Confirm you want to remove the user from the portfolio by clicking Delete.

Additional resources

• Understanding portfolio user roles and permissions
• How to change Portfolio Owners