How to create a custom user role
Find out how to create, edit, and assign custom user roles so each user on your account only sees the area of the product that they need. Before you begin
Who can do this All users who have the us...
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Understanding account notifications and updates in Klaviyo
You will learn
Learn about how Klaviyo notifies you about significant changes in your account. Notifications may be delivered in 1 of 2 formats:
Email updates
In-app notifications
These notificat...
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How to create and manage multiple accounts
Learn about multi-accounts in Klaviyo, which allow you to access and switch between different accounts with a single login. This is particularly helpful for brands that have multiple websites (e.g....
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User management and privileges reference for Static User Roles
Note only Owners and Admins can add new users to an account. You will learnLearn about the different Klaviyo user roles, their account permissions and access, as well as their potential restriction...
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How to add or delete users and manage permissions
Only Owners and Admins can add or remove users from an account.
Learn how to add new users to a Klaviyo account and set their roles.
This article is specific to adding or removing users who are n...
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How to transfer account ownership
Only account Owners have the ability to transfer ownership of their account to a new Owner.
You will learn
Learn how to transfer ownership of a Klaviyo account to a new Owner.
This article is sp...
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