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., for different countries) or have several brands under a single parent company.
Specifically, this guide will cover how to:
- Create multiple accounts using 1 login
- Navigate and manage these accounts
- Understand user privileges for multi-accounts
If you have multiple accounts with different email addresses, you will need to log out and log back in to switch between them.
About multi-accounts in Klaviyo
Klaviyo works best as a 1:1 sync with your ecommerce store or website. If you have multiple stores or regional versions of a store, you'll need multiple Klaviyo accounts for each website.
With multi-accounts, you can log in once to access and switch between multiple Klaviyo accounts using the same email address and password.
This eliminates the need to log in and out with separate email addresses for each account.
Best practices for using multiple accounts
- Ensure that you are in the correct account to avoid taking action or data being synced with the wrong store.
- When updating your ecommerce site, make sure you're only logged into its associated Klaviyo account. If you are logged into one Klaviyo account (e.g., a CA Klaviyo account) while making changes to a different ecommerce site (e.g., your US Shopify store), those updates may sync by default.
- If you have a paid plan, consider creating a portfolio for a high-level look at your multiple accounts. A portfolio allows you to compare billing details for each account within 1 view.
User permissions for multi-accounts
Klaviyo supports varying permissions for the same email address across separate accounts. For example, you could have Admin rights in 1 account, but be a Campaign Coordinator with restricted permissions in another.
Only account Owners and Admins are able to add new users to an account and remove them when needed. See Understanding user management and privileges for more information.
Create multiple accounts with the same email address
Below you can find instructions on how to create an account from within another account.
- While logged in to Klaviyo, select your account name in the lower left corner.
- Either:
- Click Settings to go to the Personal tab, then scroll down to the Create a new account section.
- Select Search all accounts.
- Click Create account.
- Review the email address.
- Since the email must be the same for the accounts to be connected, Klaviyo auto-fills this email address and it cannot be changed.
- Input the following for the new account:
- Company name.
- Company website.
- Company phone number.
- Click Continue.
- Describe your business (e.g., what products or services you offer).
- Example: if you sell athletic equipment, you would select “Wellness and fitness services.”
- On the next step, select up to 3 options that best match your current business goals, then click Continue.
- Choose your business platform and click Continue, or select I don’t have a business platform.
- Select the number of contacts you currently have.
- Input your business address, then click Continue.
- Add in your sender name and email address, and click Continue.
- Pick which channel(s) you want to use (email, SMS, or both).
- Check your email for confirmation.
Navigating a multi-account
When you log in with an email and password that is attached to multiple accounts, you'll automatically be logged into the most recent account you accessed. If necessary, use the account dropdown to switch to the account you need.
To view all accounts associated with your login, click your organization name in the bottom left corner of Klaviyo. From here, you can easily switch between each account.
Each account icon is automatically assigned a color, but these colors are unique to each user. This means that 2 users with access to the same account may see different colors (e.g., user A sees the account in red, while user B sees it in blue).
To see a larger list of all accounts linked to this email address, select All accounts. From there, you can search for specific accounts or star your favorites to pin them at the top of the list.
Frequently asked questions
How can I make multiple accounts with the same account name?
When you create multiple accounts with the same email address, you have to initially create the accounts with separate company/organization names. If you would like your accounts to have the same company name, you can change it later by navigating to your Settings, then clicking Organization and editing the Company/organization name field.
How can I combine existing accounts?
If you currently use separate email addresses or aliases (e.g., example+1@gmail.com) to log in to separate accounts, you will first need to make sure you're added as a new user with your primary address (e.g., example@gmail.com) to utilize this feature. Once added to a new account, you will receive an email with the subject line: Additional Klaviyo account access granted notifying you that you now have access to the new account.
How can I copy my flows, forms, segments, campaigns, and templates to my other accounts?
If you're connecting multiple accounts that represent different regions for the same store, you will likely want to clone them from one account to another in order to facilitate the setup process. You can clone flows, forms, segments, campaigns, and templates.
Why am I getting an error trying to create a second account?
If you receive the error: An account with this username already exists, make sure you're using the same email address and password to create your second (or third, etc.) account. You cannot create a separate account with the same email address but a different password.
Can I view data from multiple accounts at once?
Yes. By creating a portfolio from a paid account, you can link any account where you are the Owner or Admin. Then, you can view your billing details, compare different accounts' performance, and more.
Can I change the color associated with different accounts?
Klaviyo assigns the colors for each unique user in the account and they cannot be customized at this time.
Additional resources
- Getting started with portfolios
Learn about portfolios in Klaviyo, including what they are, who should use them, and how to set them up.
- User management and privileges reference for Static User Roles
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.
- How to clone forms, flows, segments, campaigns, and templates
Learn how to clone forms, flows, segments, campaigns, and templates. When cloning, you can either copy: