Manage organization level users

Estimated 2 minute read

You will learn

Learn how to invite a new user to your organization and how to remove one.

You must be a Super Admin or have a custom role that lets you add and remove organization users.

Invite a user

You must select a role and account access. Super Admin automatically has access to all accounts in the organization.

1. In your organization, go to Settings > General > Users & Permissions.
2. Select Invite.
3. Enter the email address of the person you'd like to invite, then select Next.
4. Select their role: either a static role (Super Admin or Analyst) or a custom user role built from permission sets.
5. For a role other than Super Admin, under Account access, choose a scope:
   • All accounts: give the user access to all accounts in the organization.
   • By group: use Select groups to choose at least 1 account group. The user gets access to the accounts in those groups.
   • Specific: use Select accounts to choose at least 1 individual account.
6. Select Next. Review the email address, role, and account access, then select Send invite.

Klaviyo emails the user instructions to access your organization.

Remove a user

Removing a user removes their access through the organization, but does not remove access granted directly in individual accounts. This action cannot be undone. You cannot remove yourself.

1. Go to Settings > General > Users & Permissions in your organization and find the user you want to remove.
2. Click the ⋯ (more options) menu next to their name.
3. Select Delete user. If their invitation is pending, select Cancel invite instead.
4. In the confirmation modal, select Delete user to confirm.