How to add or remove an account from a portfolio

You must be a portfolio Owner and also an Owner or Admin in the account(s) that you want to add or remove. 

You will learn

Learn how to add or remove an account from an existing portfolio in Klaviyo. 

This article is only for those with an existing portfolio. If you do not have a portfolio, see how to set up a portfolio.

Add an account to a portfolio

1. Log in to your portfolio account. 
2. Navigate to Manage > Accounts.
   
3. Select Add accounts in the upper right. 
4. Check the boxes for the account(s) you want to add.
   Note: you must be an Owner or Admin in the account you want to add. Any account that you are a user in (but not an Owner or Admin) shows under the Unavailable tab.
   
5. Select Add. 

Remove or delete an account from a portfolio

You can remove an account from a portfolio from either the portfolio or through the account directly. 

Portfolio instructions

Only the Owner can remove an account from within the portfolio. To do so:

1. Log in to your portfolio account. 
2. Navigate to Manage > Accounts.
   
3. Search for the account you want to remove. 
4. Click the 3-dot menu next to that account. 
5. Click Remove from portfolio.
   
6. Confirm by clicking Remove in the modal.
   

Account instructions

From within an account, any Owner or Admin in the account can remove it from a portfolio:

1. Log in to that account. 
2. Click the account name on the bottom left.
3. Navigate to Settings > Organization. 
4. Select Remove from portfolio.
   
5. Click Remove in the modal.
   

Additional resources

• How to add or remove a portfolio user
• Understanding portfolio reporting
• Understanding portfolio user roles