Understanding your portfolio settings

Understanding your portfolio settings

Estimated 3 minute read

Updated Mar 2, 2026, 12:00 AM EST

Table of contents

You will learn
Portfolio settings
Personal
Portfolio
Users
API Keys
Security
Additional resources

All portfolio users can access the Personal tab and manage their own MFA in Security. Access to other settings depends on your portfolio role.

You will learn

Learn about the settings within a portfolio, including who can access them and what they affect.

Changes to portfolio-wide settings apply only to that portfolio, not to linked Klaviyo accounts. Your personal information and personal MFA methods are tied to your user login and apply across your accounts.

Portfolio settings

To open these settings, switch to your portfolio, open the account menu, and select Settings.

There are 5 settings tabs within the portfolio. The tabs you can see depend on your permissions:

Personal
Portfolio
Users
API Keys
Security

Personal

The Personal tab is specific to each portfolio user, and is consistent across every account this user is associated with. All portfolio users can access it. It includes details about the user’s:

Name
Personal language
Email
Klaviyo password

If you change any of this personal information, it will change in every other account you have access to.

How do I change my name?

To change your name:

Navigate to the Personal tab.
In the Information section, edit either your first or last name.

Click Save.

Portfolio

The Portfolio tab includes information about the portfolio itself as well as the brand it represents, including the:

Portfolio name
Business website (optional)
Business address
Communication language and regional format. Klaviyo uses this language for some email notices and default settings. It does not change the language users see in Klaviyo; each user controls that in the Personal tab. Choose from the languages available in the Language dropdown and click Save.

Users

The Users tab lists the users in your portfolio. Your permissions determine whether you can add, edit, or remove users.

API Keys

Here, you can view your public API key for the portfolio. This key currently can’t be used for any APIs; it is simply the ID for the portfolio. There are also no private API keys for portfolios.

For security reasons, do not share your public API key.

Security

The Security tab allows you to adjust both:

Multi-factor authentication (MFA)
Single sign-on (SSO) and system for cross-domain identity management (SCIM)

MFA

You can manage MFA in 2 ways:

Set up MFA for yourself
Require MFA for all users on the portfolio (Owners and Admins)

Requiring MFA for all portfolio users does not change the MFA requirements for linked Klaviyo accounts. Your own MFA methods apply to your login across accounts.

To set up MFA for yourself, follow the steps for enabling MFA in an account.

To require MFA for all portfolio users, an Owner or Admin can turn on Require for all portfolio users in Security and click Enable in the confirmation dialog.

SSO and SCIM

Portfolio Owners and Admins can set up SSO to sign in through an identity provider and SCIM to manage users through that provider. Portfolios do not need a paid plan to use SSO or SCIM. Follow the instructions to set up SSO before setting up SCIM user provisioning.

Enabling SSO lets users sign in through your identity provider. To require it for the portfolio, select Require SSO for all users. Users on the exemption list can still sign in with a username and password. These settings do not change SSO settings in linked accounts.

Additional resources

How to add or remove a portfolio user

Learn how to add or remove users from a portfolio. - How to add or remove an account from a portfolio

Learn how to add or remove an account from an existing portfolio in Klaviyo. - Understanding portfolio reporting

Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have different brands or use separate accounts for different regions). - Understanding account billing details in a portfolio

Learn how you can better understand billing across multiple accounts using a portfolio.

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