How to create an organization

Estimated 2 minute read

You must have Owner/Admin access on all accounts you plan to link, and be prepared to act as the org's Super Admin.

You will learn

Learn how to request and set up a new Klaviyo Organization to link and centrally manage your brand accounts.

Create an organization

1. Reach out to your customer success manager (CSM) to request an organization. You cannot create an organization on your own.
   • If you don't have a CSM, we recommend setting up a portfolio instead.
2. Provide your CSM with the following:
   • An organization name: the name you want to use for your organization.
   • Your initial Super Admin's email address: this person must be an Owner/Admin on every account you plan to link. Additional Super Admins can be added later, once the organization exists.
   • The IDs of the accounts you want to link: if you're a manually billed, contracted customer, provide your parent account ID. Once a parent account is linked, all child accounts under that billing family are linked automatically. If you're not on a contracted plan, provide the individual account IDs instead.
3. Check your email for an invite from Klaviyo. Accept the invite within 24 hours to join the organization as Super Admin. The invite expires after 24 hours.
4. Once inside the organization, select User management on the home page to add users.

Linking accounts does not automatically enable data sharing. Cross-account data features require separate setup and approval from each account whose data you want to include. Your organization's home page shows the remaining steps in Setup checklist.

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