How to grant a Klaviyo representative permission to your account

Find out what it means to grant permissions to your account, including how and when to do so. Granting permissions allows a Klaviyo representative to help troubleshoot issues directly in your account.

What granting permissions means

With edit access, a Klaviyo representative can manage, edit, troubleshoot, and perform actions on your behalf. If your account offers read-only access, you can instead allow them to view information without making changes.

However, please note that:

• There are certain actions Klaviyo cannot take, such as:
  • Upgrading or downgrading.
  • Downloading lists.
  • Changing users or resetting MFA.
• A representative can view integration settings within Klaviyo.
• These settings only apply to actions within Klaviyo.
  • Granting access does not give a Klaviyo representative access to your ecommerce store or any other third-party software.

Grant access to your account

You can grant permission through the in-app support request form or the Security page.

• When submitting an in-app form, you can choose to grant permission for 1 day, 7 days, 30 days, 60 days, 90 days, or a custom date. If Read and Edit appear, choose the access level you want to grant. Complete the form and click Submit to apply your choice.
• If going through chat, you can click a link (http://klaviyo.com/grant-access), which brings you to the Security tab in Klaviyo.

At any time, you can grant Klaviyo permissions through the Security page:

If access is already active, revoke it first before following these steps to grant a different access level or expiration date.

1. Select your account name in the lower left corner.
2. Click Settings.
3. Go to the Security tab.
4. In Klaviyo Remote Access, select an expiration date under Grant access until.
5. If Access level appears, choose Read only to allow viewing without changes, or Edit to allow changes.

6. Select Save.

Revoke access

If you grant permission to your account, you can see when it expires. You can also revoke this access at any time.

If your account does not offer a choice between Read only and Edit, removing or letting permission expire ends edit access but does not block read-only access. To block ongoing remote access, contact your customer success manager or Klaviyo Support.

1. Click your account name in the lower left corner.
2. Navigate to Settings > Security.
3. In Klaviyo Remote Access, review the access level, who granted access, and when it’s set to expire.
4. To immediately revoke access, click Remove.
   

5. Confirm you want to remove access by clicking Remove.

If you wish to revoke access permanently, please reach out to your customer success manager or support.

Additional resources