User management and privileges reference for Static User Roles

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Note only Owners and Admins can add new users to an account.Β 

You will learn

Learn about the different Klaviyo user roles, their account permissions and access, as well as their potential restrictions inside the platform. Depending on your role, the view of Klaviyo may look different. For instance, Owners see different account setting options than Admins do.Β 

This article on discusses the permissions for account users. If this isn't what you're looking for, you may want to see our articles on how to add or remove an account user or on portfolio user permissions.

Available user roles

There are currently the following user roles:

  • Owner
  • Admin
  • Manager
  • Analyst
  • Campaign Coordinator
  • Content Creator
  • Support

Open the dropdowns to learn more about each role.Β 

Owners

An account can only have 1 Owner who can:

  • Access the full account
  • Edit and close an account
  • Create private API keys
  • Edit the domain authentication page

By default, the first person to create a Klaviyo account will be the account's Owner. Over time, they will receive important account notifications from Klaviyo, and can edit who in their company receives billing-related notifications.

If you want to change Owners, learn how to transfer account ownership.

Admin

Admins have full account access. An admin can:

  • Edit account details (such as updating payment plans)
  • Add or delete users
  • Cancel a paid subscription from billing
  • Create private API keys
  • Edit the domain authentication page
  • Edit who in their company receives billing-related notifications
  • Access the Reviews tab

Admins cannot: fully close an account (e.g., disable an account and remove all users).

Manager

Managers have access to all core Klaviyo features, but with some limitations in flows, lists, segments, and analytics.Β 

The tabs they have access to are:

  • Campaigns tab
    • Can create campaigns, export analytics, etc.
    • Cannot export any recipient activity.Β 
  • Flows tab
    • Cannot export any recipient activityΒ 
  • Reviews tab
  • Sign-up forms tab
  • Audience tab
    • Lists & segments
      • Cannot export any active or suppressed addresses from KlaviyoΒ 
    • Profiles
  • Analytics tab
    • Can access:Β 
      • Dashboard
      • Metrics
      • Benchmarks
      • Custom reports
    • Cannot export analytics (except custom reports)
  • Settings tabs, in which they:
    • Can
      • Edit certain account details (such as change to any paid plan or hosted pages)
      • Set up SMS
    • Cannot
      • Access the downloads tab
      • Edit or delete account users
      • Downgrade to a free plan
      • Cancel the account
Analyst

Analysts have access to analytics, segments, and reporting.

The tabs they have access to are:

  • Campaigns tab
    • Can only view the list of draft campaigns and details for sent campaigns
  • Flows tab
    • Can only view analytics, export analytics, and preview flow messages
  • Sign-up forms tab
    • Can only see form analytics
    • Do not have access to the Form Builder or A/B test setup
  • Audience tab
    • Lists & segmentsΒ 
    • Profiles
      • Cannot create, update, or delete profiles or access the Messages tab (i.e., they cannot view which messages were sent, skipped, or scheduled for a profile)
  • Integrations
    • Can view which integrations are installed
    • Cannot edit, add, or remove an integrationΒ 
  • Analytics tab
    • Dashboards
    • Metrics
    • Benchmarks
    • Custom reports
Campaign Coordinator

Campaign Coordinators can create and send campaigns and create and edit templates. The tabs they have access to are:

  • Campaigns tab
  • Flows tab
    • Can only edit flow details (name and tag), edit message content, and preview flow messages
  • Audience tab
    • Lists & segments
  • Content tabΒ 
    • Templates
    • Data feeds
    • Coupons
  • Settings tab
    • Consent pages
    • Domain page
Content Creator

Content creators can create and edit templates. The tabs they have access to are:

  • Campaigns tab, but only to view this tab; they can't schedule or send campaigns, edit templates, or see analytics from sent campaigns
  • Flows, but they can only edit flow details (name and tag), edit message content, and preview flow messages
  • Sign-up forms, but they cannot create or delete forms, see analytics, publish any changes, publish an A/B test, or publish changes to variants in a running test.
  • Lists and segments, but they can only view segment definitionsΒ 
  • Content tabs and consent pages
Support

Support representatives have access to the Inbox, which will be their default landing page upon logging into Klaviyo. The tabs they have access to are:

  • Inbox tab
    • Can view profile information and use the inbox chat console.
    • Cannot adjust settings.
  • Profile tab
    • Can see the profile list view, profile details, activity feed, contact information, and channels.

Charts showing user permissions

The charts below outline user permission in several different areas, including:

Product tab user permissions

The chart below displays the different access levels for users, separated by available tabs.

Key:Β  Β  Β  Β  Β  Β  Β Β Full βœ”Β  Β  Β  Β  Β  Β  Β Β Restricted Ɵ  Β  Β  Β  Β  Β  Β Β No AccessΒ βœ–



Β 		 Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Campaigns βœ” βœ” Ɵ Ɵ βœ” Ɵ βœ–
Flows βœ” βœ” Ɵ Ɵ Ɵ Ɵ βœ–
Reviews βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Sign-up forms βœ” βœ” βœ” Ɵ βœ– Ɵ βœ–
Audience Lists & segments βœ” βœ” Ɵ βœ” Ɵ Ɵ βœ–
Profiles βœ” βœ” βœ” Ɵ Ɵ Ɵ βœ”
Content Templates βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Products βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Media & brand βœ” βœ” βœ” βœ– βœ”

Ɵ

 βœ–
Coupons βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Analytics Dashboards βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Metrics βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Benchmarks βœ” βœ” Ɵ Ɵ βœ– βœ– βœ–
Custom reports βœ” βœ” Ɵ βœ” βœ– βœ– βœ–
Conversations

Β 		 Helpdesk βœ” βœ” βœ” βœ– βœ– βœ– Ɵ
Automations βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Account settings AccountΒ  βœ” βœ” Ɵ Ɵ Ɵ Ɵ βœ–
Billing βœ” Ɵ Ɵ βœ– Ɵ βœ– βœ–
Email, SMS, and push βœ” βœ” βœ” βœ– Ɵ βœ– βœ–
Other βœ” βœ” Ɵ βœ– Ɵ Ɵ βœ–
Integrations βœ” βœ” βœ” Ɵ βœ– βœ– βœ–
Klaviyo Service Customer Hub*

βœ”

βœ”

βœ”

βœ–

βœ”

βœ”

βœ–

*Customer Hub integrations have the same role permissions as API keys outlined below.Β 

Account settings-specific user permissions

Account
Β 

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Personal βœ” βœ” βœ” βœ” βœ” βœ” βœ”
Organization βœ” βœ” βœ– βœ– βœ– βœ– βœ–
Users βœ” βœ” βœ– βœ– βœ– βœ– βœ–
API keys βœ” βœ” βœ” βœ– βœ– βœ– βœ–
SecurityΒ  βœ” βœ” βœ” Ɵ Ɵ Ɵ Ɵ
Tags βœ”Β  βœ” βœ” Ɵ Ɵ Ɵ βœ–

Billing

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Overview View overview βœ” βœ” βœ” βœ– Ɵ βœ– βœ–
Cancel plan βœ” βœ” βœ– βœ– βœ– βœ– βœ–
Close account βœ” Ɵ βœ– βœ– βœ– βœ– βœ–
Create your plan Upgrade βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Downgrade βœ” βœ” Ɵ βœ– βœ– βœ– βœ–
Preferences βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Payment history βœ” βœ” βœ” βœ– βœ– βœ– βœ–

Email, SMS, and Push notifications

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Email Sender information βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Sending preferences βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Attribution βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Domains βœ” βœ” βœ” βœ– βœ” βœ– βœ–
SMS Sender information βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Sending preferences βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Attribution βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Automations βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Push notifications
Β 		 Mobile app settings βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Sending preferences βœ” βœ” βœ” βœ– βœ” βœ– βœ–

Other

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Consent pages βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Hosted pages βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Web feeds βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Profile maintenance βœ” βœ” βœ” βœ– βœ” βœ– βœ–
UTM tracking βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Back in stock settings βœ” βœ” βœ” βœ– βœ” βœ– βœ–
Back in stock reports βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Downloads βœ” βœ” βœ– βœ” βœ” βœ– βœ–

Flow-specific user permissions

The following table breaks out the details on flow-specific permissions.

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Create, clone, delete a flow βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Edit flow details (name and tag) βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Export flow analytics βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Export recipient activity βœ” βœ” βœ– βœ” βœ–Β  βœ–Β  βœ–
See analytics βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Back-populate flow βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Edit flow triggers and filters βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Edit flow message settings βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Create, update, delete individual components βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Change flow action status βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Preview messages βœ” βœ” βœ” Ɵ βœ” βœ” βœ–
Edit message content (including variations) βœ” βœ” βœ” βœ– βœ” βœ” βœ–
Export a list of queued back in stock flow subscribersΒ Β 
Β 		 βœ” βœ” βœ– βœ– βœ– βœ– βœ–

Form-specific user permissions

The following table breaks out the details on form-specific permissions.

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Create and clone a form βœ” βœ” βœ” βœ– βœ– Ɵ βœ–
Delete a form βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Edit form name βœ” βœ” βœ” βœ– βœ– βœ” βœ–
See analytics βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Publish forms and set a live form to draft βœ” βœ” βœ” βœ– βœ– βœ– βœ–
View form behaviors tabΒ  βœ” βœ” βœ” βœ” βœ– βœ” βœ–
View form styles tabΒ  βœ” βœ” βœ” βœ– βœ– βœ” βœ–
Edit form content βœ” βœ” βœ” βœ– βœ– βœ” βœ–
Create, edit, and delete a draft A/B form test βœ” βœ” βœ” βœ– βœ– βœ” βœ–
Start or stop an A/B test βœ” βœ” βœ” βœ– βœ– βœ– βœ–
Edit A/B test name or variation namesΒ  βœ” βœ” βœ” βœ– βœ– βœ” βœ–
Publish edits to a running A/B test βœ” βœ”Β  βœ”Β  βœ–Β  βœ–Β  βœ– βœ–

Analytics-specific user permissions

The following table breaks out the details on analytics-specific permissions.

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
View Dashboards tab βœ” βœ” βœ” βœ” βœ– βœ– βœ–
View Metrics tab βœ” βœ” βœ” βœ” βœ– βœ– βœ–
View Custom reports tab βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Create, edit, run, delete custom reports βœ” βœ” βœ” βœ” βœ–Β  βœ–Β  βœ–
Export custom report results βœ” βœ” βœ” βœ” βœ– βœ– βœ–
View Benchmarks tab βœ” βœ” βœ” βœ” βœ– βœ– βœ–
Change industry in Benchmarks βœ” βœ” βœ” βœ– βœ– βœ– βœ–

Tag-specific user permissions

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Read tag data βœ” βœ” βœ” βœ” βœ” βœ” βœ–
Create, edit, delete tags βœ” βœ” βœ” βœ– βœ–Β  βœ–Β  βœ–

Coupon-specific user permissions

The following table breaks out the details on coupon-specific permissions.

Β  Owner Admin Manager Analyst Campaign Coordinator Content Creator Support
Export coupon report βœ” βœ” βœ– βœ– βœ– βœ– βœ–

Additional resources

Β 

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