Step-by-step guide
Last updated: August 2026
Have these ready — it's what onboarding stalls on:
Grant the minimum the work needs. On Klaviyo, the levels are:
| Access level / role | What it can do |
|---|---|
| Owner | Full control including billing. Keep this. |
| Admin | Full access except ownership/billing controls. |
| Manager | Create and manage campaigns and flows. Usual agency level. |
| Analyst | View and report; limited editing. |
| Campaign Coordinator | Draft campaigns for review. |
1–2 minutes per user; access is immediate on invite acceptance.
Open Settings → Users → Add User and grant the access — a few minutes.
Accept and confirm from their side, then start work.
Access is granted when:
The most common problems and how to fix them:
This happens with a shared login. Give each person their own user account and the loop stops.
You need Owner or Admin to manage users.
Each agency member is invited as their own user with a role — no shared login, no misdirected verification codes, and a clear record of who touched which flow. Remove any user anytime.
Everything above is why agencies switch to a single link. HandItSafe requests exactly this Klaviyo access for you — the client approves through Klaviyo's official process in about three minutes, no password shared, and keeps a panel to remove it anytime. When the engagement ends, removing access is one tap with a full log.
FAQ
No. Each agency member is invited as their own user with a role.
Manager or Admin to build flows and campaigns; Analyst for reporting only.
Settings → Users → remove. HandItSafe adds one-tap client removal.
Manager to build campaigns and flows; Admin if they also manage integrations and settings.
Shared logins trigger new-device checks, send codes to the wrong person, and hide who changed what. Per-user access fixes all three.
Keep reading
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.