Quick summary
To give someone access to Klaviyo, navigate to account Settings, open the Users section, and use the Add User button to invite a team member by email and assign them a role. This process lets account admins manage user permissions and control who can access the Klaviyo dashboard.
Steps
- Go to your profile section from the Klaviyo dashboard.
- Click the gear icon to open account Settings, where all user management happens.
- Click on the Users section to view everyone who currently has access and their permission levels.
- Click the Add User button to invite a new team member and set up their access permissions.
- Type in your colleague's email address to send them an invitation to join your Klaviyo account.
- Select the new user's preferred language to ensure a smooth onboarding experience.
- Select a role for the invited user to define their level of access.
- Click Add User to confirm and grant the new team member access to your Klaviyo account.
