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Contributor I
August 27, 2024
Solved

Feature Request: Dashboard for managing multiple client accounts

  • August 27, 2024
  • 2 replies
  • 140 views

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?

    This topic has been closed for replies.
    Best answer by Ashley I.

    Hi @BDrawsby,

    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 @Mail-Marketing above.

     

    Hope this helps!

     

    -- Ashley Ismailovski

    2 replies

    Problem Solver III
    August 27, 2024

    Hey @BDrawsby 

     

    If you are admin in all accounts then you can easily switch accounts without logging out. Is that acceptable?

     

     

     

    https://mail-marketing.gr/ - Klaviyo Partner / Master Silver
    Ashley I.
    Partner - Platinum
    Ashley I.Answer
    2025 Champion
    August 27, 2024

    Hi @BDrawsby,

    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 @Mail-Marketing above.

     

    Hope this helps!

     

    -- Ashley Ismailovski

    Ashley Ismailovski, Klaviyo Champion & Director of Email Marketing at SmartSites https://www.smartsites.com/