Solved
Feature Request: Dashboard for managing multiple client accounts
It would be great to be able to run multiple client accounts from your account. Or is this possible? Not an advanced user. Are there any integrations or API’s like this?
Ashley I.Answer
2025 Champion
August 27, 2024
Hi
Welcome to the Community!
If you are looking for an easier way to manage multiple accounts for one brand (i.e. parent/child accounts, franchises, etc.) you can leverage Klaviyo Portfolio.
A portfolio gives you all of this information in 1 view, making it faster and easier to compare accounts as well as understand each account’s ROI. You can learn more about this feature here: Getting started with portfolios
Note: It is not recommended for agencies to set up and add accounts to a portfolio, since each account can only be in 1 portfolio. In this case, you would need to rely on the account toggle functionality mentioned by
Hope this helps!
-- Ashley Ismailovski
Ashley Ismailovski, Klaviyo Champion & Director of Email Marketing at SmartSites https://www.smartsites.com/