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With bulk user management, portfolio users with the correct user roles can manage user access across multiple linked accounts from a single, centralized interface. This eliminates the need to toggle between individual accounts to add, edit, or remove users, providing a "bird's-eye view" of your organization’s active users.
Learn about portfolios in Klaviyo, including what they are, who should use them, and how to set them up.
Learn how to add or remove an account from an existing portfolio in Klaviyo.
Learn how to use the portfolio mapped metrics tool to ensure that Klaviyo generated predictive models and default reports use the right metrics, aligned to your specific portfolio accounts’ data structure, reporting needs, or custom integrations.
Learn how to add or remove users from a portfolio.
Learn about the settings within a portfolio, including who can access them and what they affect.
Learn how to change the Owner of the portfolio to another user.
Learn how you can better understand billing across multiple accounts using a portfolio.
Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have different brands or use separate accounts for different regions).
Learn about the roles and permissions for portfolio users. This article outlines both static portfolio user roles and how to create a custom user role.
Learn how to close a portfolio account in Klaviyo, which permanently deletes the portfolio and its metrics. Closing a portfolio unlinks all accounts, but has no other impact on any linked account.