+4Hi all. This is probably a basic question, but I’m new to the partner portal. I have a managed account that’s been approved and is in my list of managed accounts. I cannot figure out how to get into that account and do some work. I can’t click on the client account and there doesn’t seem to be any way to get in.
Help, please. Thank you!
Best answer by Paul S
Hi
Hope this makes helps shed some light on why you were unable to access the account from the portal.
Hi
Hope this makes helps shed some light on why you were unable to access the account from the portal.
+2Hi there,
Just to confirm, we can login to the clients account directly, or can they create a user for us within their account?
I had a user for myself in a client’s account, and it was not letting me add them as a managed account, because I already had access.
I’m worried now if they give me access again, I will lose them as a managed client.
Please confirm,
Thanks
What I’ll say for the moment is if you want to access a client’s Klaviyo account, you’ll want to have the account owner or an admin user in the account add you as a user so you can access that client’s Klaviyo account. How to Add Users and Manage Permissions.
That may not be the response you were looking for so feel free to follow up here.
+1Still not solved. They added me once. I created my password and put my name then it just took me to my normal Klaviyo dashboard. I looked at the accounts and they were not there. Yet it said I confirmed access.
I told them to delete me and re-add me and same thing happened.
+60Hello
I would suggest double checking and making sure your client is adding the correct email address associated with your Klaviyo account.
If you’ve clicked onto the invitation email and were prompted to create a password and enter a name despite already having a Klaviyo account, this may indicate a new Klaviyo account was created and linked to your client’s account under that email address they provided. This would also explain why upon logging in, you don’t see access to it in your account’s dropdown menu.
David
+1Yes, makes sense. But in that case why did Klaviyo allow me to create my partner account by entering my name and password as if it was different?
Once I did create the partner account, it just took me to my original Klaviyo account with a completely different email address and my client’s account never showed. Do I have to use that same email of the original account for when client’s need to add me?
+60Hey
The link found in an account invitation email is unique and meant to allow you to create an account if you don’t already have one. I would imagine what transpired was that someone added you to their Klaviyo account by sending an invitation to an email you own that wasn’t associated with any Klaviyo yet. By clicking into the invitation email, it would allow you to create a password for the new account.
Once created, since you may have already been logged into your existing Klaviyo account, you would have been brought to a normal Klaviyo interface and out of the unique account creation/password creation portal. In order to access this other Klaviyo account, you’ll want to log out from Klaviyo and sign back in with the Klaviyo account using this alternate email address you own that was invited and the password you created.
David
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