Which role to ask for, by task
One row per job. Ask for the role in the second column and nothing broader: the smallest role that does the job is easier for the client to approve, easier to audit, and simpler to remove when the work ends.
Role by taskscroll →
| Task | Ask for | Access type |
|---|---|---|
| Manage email campaigns and flows | Manager (or Campaign Coordinator for campaigns only) | User access |
What the client needs before starting
Only someone with these rights can add the agency. If your contact doesn't have them, ask who does first.
- KlaviyoOwner or Admin (only they can add users).
Step-by-step pages for Klaviyo
Manage email campaigns and flows
- What Klaviyo access do I need to manage a client's email marketing?→ Manager (or Campaign Coordinator for campaigns only) · Campaign Coordinator if you only build and send campaigns; Manager for flows and forms too. Not Admin.
What the client clicks
The top-level clicks in Klaviyo. Each task page above has the exact role to pick at the last step.
- Click your account name in the bottom left corner.
- Go to Settings → Users.
- Click Add new user and enter the agency's email.
- Under Role, select Manager (or Campaign Coordinator).
- Click Add User. The agency accepts the 'New account invitation' email.
What breaks if the role is wrong
- Too low · Manage email campaigns and flowsAnalyst: view-only on campaigns and flows.
- Too high · Manage email campaigns and flowsAdmin can add or delete users, change billing and create private API keys.
Copy this access request
One message for every Klaviyo role above. Fill in the blanks and paste it into your email to the client. Nothing you type leaves this page.
Sources
- https://help.klaviyo.com/hc/en-us/articles/115005231648 · checked Oct 14, 2026
- https://help.klaviyo.com/hc/en-us/articles/360053547071 · checked Oct 14, 2026
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