Adding Team Members

  1. Go to the “Settings” tab
  2. Click on “Manage members”
  3. Click on “Invite new member” button (top right)
  4. Add the user email and select the role “Manager” or “Viewer”
    1. The manager can manage everything on the account including changing klaviyo’s details, billing info, and adding new members
    2. Viewers will have permission to see everything (except billing) on dashboard same as manager does, but they won't have permission to change anything