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How to add and invite users to your Klaviyo account (and set permissions)

  • December 28, 2021
  • 1 reply
  • 7288 views

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Hi there - I just created my account/signed up as a paid user, and I am hoping to invite/give access to others in my organization. How would I do that?

Best answer by David To

(last updated April 2026)

Hello @SonFlower

TL;DR: Go to Settings → Users → Add new user, enter their email, select a role, and click Add User. They'll get an invite email to accept. Only Owners and Admins can invite or remove users.

Who can do this: Only Owners and Admins can invite or remove users.

To invite a new user:

  1. Click your account name in the bottom-left of Klaviyo
  2. Go to Settings → Users → Add new user
  3. Enter their email address
  4. Choose invitation language 
  5. Select a role (see roles overview below)
  6. Click Add User — they'll receive an email invite to accept

Tip: Ask new users to log out of any other Klaviyo accounts before accepting the invite to avoid link conflicts.

To manage existing users:

  • Resend a pending invite: Settings → Users → Inactive users → … → Resend Invites
  • Change a user's role: Settings → Users → click the user → edit role
  • Remove a user: Settings → Users → … → Delete user

Note: the Owner cannot be deleted. Transfer ownership first if needed.

Roles overview:

  • Owner – full control, including closing the account
  • Admin – nearly full access; can add/remove users and manage billing, but cannot close the account
  • Manager, Analyst, Support, Campaign Coordinator, Content Creator – progressively limited access; see the User Management and Privileges guide for details
  • Custom roles – if you need finer control, create a custom role at Settings → Users → Roles

Helpful docs:

 

Welcome to Klaviyo and thanks for being a part of the Klaviyo Community!

David

1 reply

David To
Klaviyo Employee
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  • Klaviyo Employee
  • Answer
  • December 28, 2021

(last updated April 2026)

Hello @SonFlower

TL;DR: Go to Settings → Users → Add new user, enter their email, select a role, and click Add User. They'll get an invite email to accept. Only Owners and Admins can invite or remove users.

Who can do this: Only Owners and Admins can invite or remove users.

To invite a new user:

  1. Click your account name in the bottom-left of Klaviyo
  2. Go to Settings → Users → Add new user
  3. Enter their email address
  4. Choose invitation language 
  5. Select a role (see roles overview below)
  6. Click Add User — they'll receive an email invite to accept

Tip: Ask new users to log out of any other Klaviyo accounts before accepting the invite to avoid link conflicts.

To manage existing users:

  • Resend a pending invite: Settings → Users → Inactive users → … → Resend Invites
  • Change a user's role: Settings → Users → click the user → edit role
  • Remove a user: Settings → Users → … → Delete user

Note: the Owner cannot be deleted. Transfer ownership first if needed.

Roles overview:

  • Owner – full control, including closing the account
  • Admin – nearly full access; can add/remove users and manage billing, but cannot close the account
  • Manager, Analyst, Support, Campaign Coordinator, Content Creator – progressively limited access; see the User Management and Privileges guide for details
  • Custom roles – if you need finer control, create a custom role at Settings → Users → Roles

Helpful docs:

 

Welcome to Klaviyo and thanks for being a part of the Klaviyo Community!

David