Portfolio

Only Owners or Admins can set up a portfolio, and it must be from a paid account. Learn about portfolios in Klaviyo, including what they are, who should use them, and how to set them up. What i...

You will learn Learn about the roles and permissions for portfolio users. This article outlines both static portfolio user roles and how to create a custom user role. Note that this article only go...

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 Klav...

You will learn Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have di...

Only portfolio Owners, Admins, and Managers can view and export billing details. You will learn Learn how you can better understand billing across multiple accounts using a portfolio.  You can mo...

Only Portfolio Owners and Admins have access to the portfolio’s settings, except the Personal tab.  You will learn Learn about the settings within a portfolio, including who can access them and w...

Only portfolio Owners can add or delete users.   You will learn Learn how to add or remove users from a portfolio.  This article is specific to portfolios. If you need to add or remove users for...

Only the current portfolio Owner can transfer ownership.   You will learn Learn how to change the Owner of the portfolio to another user.  This article is specific to portfolios. If you need to ...

Only the following permissions can map or edit metrics: Portfolio Owner Portfolio Admin The following permissions can view mapped metrics: Portfolio Manager Portfolio Analyst You will learn L...

You must be the Portfolio Owner to close a portfolio. You will learn Learn how to close a portfolio account in Klaviyo, which permanently deletes the portfolio and its metrics. Closing a portfoli...