How to add or delete users and manage permissions

Learn how to add new users to a Klaviyo account and set their roles.

This article is specific to adding or removing users who are not the Owner in a regular Klaviyo account. If this is not what you're looking for, you might want our articles on transferring account ownership or adding or removing users in a portfolio.

Video overview

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Add users

1. Click your account name in the bottom left corner.
   

2. Navigate to Settings > Users.
3. Click Add new user.
   

4. Type in the email address of the new user.
   

5. Under Language, select a preferred language from the dropdown. For someone new to Klaviyo, this sets the language for their invitation and personal account experience. It does not change an existing Klaviyo user's personal language setting. Learn more about communication and personal language settings for your account.
6. Under User Role, select a custom role created for your account or 1 of these standard roles:
   • Admin
   • Manager
   • Analyst
   • Support
   • Campaign Coordinator
   • Content Creator
   • Social Media Manager
7. Click Add User.
   
   

Once you add your new user, they will receive an email from our Support team with instructions to access the account. They can change their personal language preferences if needed.

Set up your account or accept access

1. Open the email from Klaviyo about your account access. If you already use Klaviyo, look for the subject New Klaviyo Account Invitation or its translation in the email’s language.

1. Follow the instructions for your situation:
   • If you are new to Klaviyo and the account does not require single sign-on (SSO), click ACCOUNT SETUP and complete the form to create your password.
   • If you already use Klaviyo, click Accept to join the account or Decline to reject access.
   • If you are new to Klaviyo and the account requires SSO, follow the access email to sign in with SSO.

Resend a new user invitation

Invitation links expire after 24 hours. If a link expires before the user completes setup or accepts access, resend the invitation.

1. Click your account name in the bottom left corner.
2. Navigate to Settings > Users.
3. If the page shows tabs, select Active users. Pending invitations appear here; Inactive users is for users who last logged in more than 1 year ago.

4. Click the 3 dots next to the user that you want to resend the invitation to.
5. Select Resend Invites.
   

6. Check the box next to the user's email address.
7. Click Send. You'll see a confirmation that the invitation has been resent.

Remove or delete users

If your account uses SCIM to manage users through an identity provider (IdP), remove the user from your IdP before deleting them in Klaviyo.

1. Navigate to Settings > Users.
2. Click the 3 vertical dots next to the user you want to remove.
3. Select Delete user for a user who has completed setup, or Cancel invite for a pending invitation.

4. In the modal that appears, click Delete user.

Manage permissions

If your account uses SSO with just-in-time provisioning or SCIM, change the role in your identity provider. Users on the SSO exception list can have their roles changed in Klaviyo.

To change an existing user’s role:

1. Navigate to Settings > Users, then click the user’s name (or their email address if no name is shown).
2. Select the new role under User Role.
3. Click Update to save the change.

On the Users page, you can also:

• 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

Additional resources