How to create and manage multiple accounts

Learn about multi-accounts in Klaviyo, which allow you to access and switch between different accounts with a single login. This is particularly helpful for brands that have multiple websites (e.g., for different countries) or have several brands under a single parent company.

Specifically, this guide will cover how to:

• Create multiple accounts using 1 login
• Navigate and manage these accounts
• Understand user privileges for multi-accounts

If you have multiple accounts with different email addresses, you will need to log out and log back in to switch between them.

About multi-accounts in Klaviyo

Klaviyo works best as a 1:1 sync with your ecommerce store or website. If you have multiple stores or regional versions of a store, you'll need a separate Klaviyo account for each website.

With multi-accounts, you can log in once to access and switch between multiple Klaviyo accounts using the same email address and password.

This eliminates the need to log in and out with separate email addresses for each account.

User permissions for multi-accounts

Klaviyo supports varying permissions for the same email address across separate accounts. For example, you could have Admin rights in 1 account, but be a Campaign Coordinator with restricted permissions in another.

Account Owners and Admins can add new users to an account and remove them when needed. Users with a custom role can also do this if their role includes permission to manage users. See User management and privileges reference for Static User Roles for more information.

Create multiple accounts with the same email address

Below you can find instructions on how to create an account from within another account.

1. While logged in to Klaviyo, select your account name in the lower left corner.
   

2. Either:
   • Click Settings > General > Personal, then scroll down to the Create a new account section.
   • If available, select View all accounts.
3. Click Create account.
   

4. Review the email address.
   • Since the email must be the same for the accounts to be connected, Klaviyo auto-fills this email address and it cannot be changed.
5. Input the following for the new account:
   • Company name.
   • Company website.
   • Company phone number.
     

6. Click Continue. Klaviyo creates the account and opens its setup screens.

Complete the setup instructions below that match the screens you see. If prompted to connect Shopify, follow the prompts to connect your store or skip the connection.

If business category and goals appear on separate screens

If you connected Shopify before choosing your business category, continue from the category screen to the business address step below.

1. Describe your business (e.g., what products or services you offer). Click Continue.
   • Example: if you sell athletic equipment, select Consumer goods.
2. On the next step, select up to 3 options that best match your current business goals, then click Continue.
   

3. Choose your business platform and click Continue, or select I don't use a platform. If connection prompts appear, follow them to continue setup.
4. Select the number of contacts you currently have.
5. Input your business address, then click Continue.
6. Add in your sender name and email address, and click Continue.
7. Select the channels you want to use, such as Email, Text messaging, or WhatsApp, then click Continue to finish setup.
8. If prompted to confirm your email, open the confirmation email and click its activation link.

If business details and channels appear on one screen

1. Select what your business offers, its category, the business tools you use, and at least 1 messaging channel. Click Continue.
2. On Choose a brand theme, review your branding and click Continue to save it, or click Skip.
3. Review or enter your business address, select the number of contacts you have, and click Finish.
4. If prompted to confirm your email, open the confirmation email and click its activation link.

Navigating a multi-account

When you log in with an email and password that is attached to multiple accounts, you'll automatically be logged into the most recent account you accessed. If necessary, use the account dropdown to switch to the account you need.

To view all accounts associated with your login, click your organization name in the bottom left corner of Klaviyo. From here, you can easily switch between each account.

Each account icon is automatically assigned a color, but these colors are unique to each user. This means that 2 users with access to the same account may see different colors (e.g., user A sees the account in red, while user B sees it in blue).

If View all accounts is available, select it to open the All accounts list. From there, you can search for specific accounts or star your favorites. Favorites appear after your current account in the account dropdown.

Frequently asked questions

How can I make multiple accounts with the same account name?

When you create multiple accounts with the same email address, you have to initially create the accounts with different company names. If you would like your accounts to have the same company name, you can change it later by navigating to Settings > General > Account, editing the Company name field, and clicking Save.

How can I access existing accounts with one login?

If you currently use separate email addresses or aliases (e.g., example+1@gmail.com) to log in to separate accounts, you will first need to make sure you're added as a new user with your primary address (e.g., example@gmail.com) in each account you want to access. Open the email with the subject line New Klaviyo Account Invitation and accept the invitation. You can then use your primary login to switch between the accounts. This does not merge their data.

How can I copy my flows, forms, segments, campaigns, and templates to my other accounts?

If you're connecting multiple accounts that represent different regions for the same store, you will likely want to clone them from one account to another in order to facilitate the setup process. You can clone flows, forms, segments, campaigns, and templates.

Why am I getting an error trying to create a second account?

If you receive the error An account with this username already exists, log in with your existing email address and password, then follow the account-creation steps above. You cannot create a separate login with the same email address and a different password.

If the company name is already in use by one of your accounts, choose a different name. If Klaviyo says you have reached your account-creation limit for the day, try again tomorrow.

Can I view data from multiple accounts at once?

Yes. By creating a portfolio from a paid account where you are an Owner or Admin, you can link any account where you are the Owner or Admin. Then, you can view your billing details, compare different accounts' performance, and more.

Can I change the color associated with different accounts?

Klaviyo assigns the colors for each unique user in the account and they cannot be customized at this time.

Additional resources