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Adding users to my Klaviyo account

  • December 28, 2021
  • 1 reply
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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

Hello @SonFlower,

Welcome to Klaviyo!

You can add and invite new users to your Klaviyo account by following the steps found in our How to Add Users and Manage Permissions Help Center article. New users can be added by taking the following steps:

  1. Click into the account dropdown in the upper right of your screen
  2. Select Account
  3. Click Settings > Users
  4. Click Add New User
  5. Selecting a User Role
  6. Click Add User

If you’re confused about what user roles to invite your users as, I would suggest also reviewing the Guide to User Management and Privileges article which define what permissions are allowed with what roles. Another great resource if you’re just starting out with Klaviyo is our Getting Started with Klaviyo Academy Course which can give you some basic guidance and tutorial on Klaviyo!

Thanks for being a part of the Klaviyo Community!

David

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David To
Klaviyo Employee
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  • Klaviyo Employee
  • 2456 replies
  • Answer
  • December 28, 2021

Hello @SonFlower,

Welcome to Klaviyo!

You can add and invite new users to your Klaviyo account by following the steps found in our How to Add Users and Manage Permissions Help Center article. New users can be added by taking the following steps:

  1. Click into the account dropdown in the upper right of your screen
  2. Select Account
  3. Click Settings > Users
  4. Click Add New User
  5. Selecting a User Role
  6. Click Add User

If you’re confused about what user roles to invite your users as, I would suggest also reviewing the Guide to User Management and Privileges article which define what permissions are allowed with what roles. Another great resource if you’re just starting out with Klaviyo is our Getting Started with Klaviyo Academy Course which can give you some basic guidance and tutorial on Klaviyo!

Thanks for being a part of the Klaviyo Community!

David