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How to create a custom user role

Find out how to create, edit, and assign custom user roles so each user on your account only sees the area of the product that they need.

Understanding account notifications and updates in Klaviyo

Learn about how Klaviyo notifies you about significant changes in your account. Notifications may be delivered in 1 of 2 formats:

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.

User management and privileges reference for Static User Roles

Learn about the different Klaviyo user roles, their account permissions and access, as well as their potential restrictions inside the platform. Depending on your role, the view of Klaviyo may look different. For instance, Owners see different account setting options than Admins do.

How to add or delete users and manage permissions

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

How to transfer account ownership

Learn how to transfer ownership of a Klaviyo account to a new Owner.

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