How to add users and manage permissions

read
Last updated at:

You will learn

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

Note that only Owners and Admins have this ability. For information on how to change your account Owner, head to How to Transfer Account Ownership instead.

Add users

  1. Click your organization 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 and select one of the following roles: 
    • Admin
    • Manager
    • Analyst
    • Support
    • Campaign Coordinator
    • Content Creator
  5. Click Add User.
    Clicking Add New User button prompting a modal to add user email, role, and Add User button

Once you add your new user, they will receive an email from our Support team with a link to set up their account.

Accept or decline your account access link

  1. Navigate to your inbox and search for an email from our Support team with the subject New Account Invitation.
    account_accept.png
  2. If you accept the access you will be added as a user to the account. If you decline, you will not be added to the account.

Manage permissions

On the settings page for your account, you can also:

  • Change the role of existing users by clicking on their email address and updating their settings.
  • Delete a user by clicking the X icon to the right of their role (note: Owners cannot be deleted from an account).
  • 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

x
Was this article helpful?
308 out of 514 found this helpful