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Feature Request: Dashboard for managing multiple client accounts

  • August 27, 2024
  • 2 replies
  • 40 views

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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?

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

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  • Problem Solver III
  • 25 replies
  • August 27, 2024

Hey @BDrawsby 

 

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

 

 

 


Ashley I.
Partner - Platinum
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  • 2025 Champion
  • 242 replies
  • Answer
  • 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