Are you looking to expand your team’s access to your Klaviyo account? Adding new users is a quick and straightforward process, allowing you to delegate tasks and collaborate seamlessly. With six distinct user roles available in Klaviyo, you can tailor permissions to suit each team member’s responsibilities. Let’s walk through the steps to add a new user and explore the various roles they can assume.

 

Adding a New User: Step by Step

  1. Navigate to Account Settings: Begin by accessing your Klaviyo dashboard. In the bottom left corner, click on “Account,” then select “Settings” followed by “Users.”
  2. Initiate User Addition: Within the Users section, click on “Add New User” to start the process.
  3. Choose User Role: Select the appropriate user role based on the responsibilities and permissions required for the new user.
  4. Finalise Addition: Once you’ve selected the user role, click “Add User” to complete the process.

 

Available User Roles and Permissions

  1. Owner: As the primary account holder, the owner possesses full access to all features within Klaviyo. They also have the authority to close the account if needed. However, there can only be one owner per account.
  2. Admin: Admins share similar rights to owners, with the exception of the ability to close the account.
  3. Manager: Managers have extensive access to features but are restricted from exporting emails and accessing the API.
  4. Analyst: Analysts focus on data analysis, with access limited to analytics, segments, and reporting. They cannot make changes to the account but can view essential metrics such as open rates and click rates.
  5. Content Creator: This role is ideal for individuals tasked with creating content and campaigns. Content Creators can develop templates and campaigns but do not have access to financial data or the ability to send campaigns.
  6. Campaign Coordinator: Similar to Content Creators, Campaign Coordinators can create and schedule campaigns. However, they have additional permissions to send campaigns, streamlining the campaign management process.

 

By assigning specific user roles, you can maintain security, streamline workflows, and ensure that each team member has access to the tools they need to contribute effectively to your Klaviyo endeavours. Whether you’re a small business or a large enterprise, optimizing user management in Klaviyo is essential for maximizing efficiency and collaboration.