Klaviyo
GuidedYou accept an invitation, then confirm it.
Your client adds your access email as a user of their account on Klaviyo’s own screen, with our steps beside it: Settings, Users, then Add new user. Klaviyo has no API for users, so nobody signs in through the link for this. Klaviyo emails the invitation, and the link in that email expires after 24 hours, so you are mailed when your client says it is sent, if mail about clients is on for you.
In preview: sign-up is by invitation, and until Meta and Google approve the app, it works with simulated and test accounts only.
The same steps as a guide your client can read: How to give an agency access to your Klaviyo account
What you can ask for
You pick one level when you create the link. Each is shown with Klaviyo’s own name for it.
- ViewAnalystAccess to analytics, segments and reporting. Cannot edit campaigns, flows or forms. A new link starts here.
- StandardManagerAccess to all core Klaviyo features. Cannot export email addresses or recipient activity, and cannot add users.
- AdminAdminFull access to the account, including adding and removing users. Needs a verified agency.
What you give us once
Access email. The address your clients add where a platform invites people by email. A shared one, like access@youragency.com, keeps working when staff change.
You type it once in Create link. It is saved for your next link, and your client sees it marked as given by you.
What your client needs
The box tells your client before they start: “You need to be the Owner or an Admin of the Klaviyo account.”
If the person who opens the link is not that person, the same link works for whoever is.
When it counts as given
Nothing can read Klaviyo for you, so your client’s “done” alone never finishes the link. You confirm it on the client’s page once you can see the access, and the dashboard says Confirmed by your team with the date.
Klaviyo sends you an invitation. You accept it, then confirm on the client’s page.
The invitation expires a day after your client sent it.
Removing the access later
The access is given on Klaviyo, so it is removed there. Your client does this:
- In Klaviyo, navigate to Settings, then Users.
- Click the 3 vertical dots next to the agency’s user. Select Delete user, or Cancel invite for an invitation that is still pending, then click Delete user.
What to check on every platform when an agency leaves is in How to remove an old agency's access to your Meta and Google accounts.
Guides
- How to give an agency access to your Klaviyo account
An Owner or Admin adds the agency person under Settings > Users > Add new user and picks a role, such as Manager. The invitation expires after 24 hours.
Questions
The invitation expired. What now?
Your client opens Settings, then Users, clicks the 3 dots next to the user and selects Resend Invites.
I already have a Klaviyo login. Does that matter?
Klaviyo asks you to log out of any other Klaviyo account first, then accept from the email.
Which roles can I ask for?
Analyst, Manager or Admin. An Admin can add and remove users, so only a verified agency can ask for it. The Owner role is never asked for.
Checked against
- help.klaviyo.com/hc/en-us/articles/360053547071, Klaviyo’s help, read
- help.klaviyo.com/hc/en-us/articles/115005231648, Klaviyo’s help, read