Articles on: Integrations

How to grant STOQ collaborator access in Klaviyo

If you need help setting up restock or preorder alert flows in Klaviyo, you can add STOQ as a collaborator in Klaviyo by inviting the STOQ team as a user on your Klaviyo account. This gives STOQ's support team direct access to your Klaviyo account so they can configure flows, troubleshoot delivery issues, and verify your integration setup. This guide walks you through granting collaborator access in Klaviyo and managing that access afterward.


Overview


Klaviyo allows account Owners and Admins to invite external users — such as agencies, partners, or app support teams — to access the account. When you add STOQ as a collaborator in Klaviyo, you invite a STOQ team member using their email address and assign them a role. This lets STOQ's team work directly inside your Klaviyo account to set up flows, review metrics, and resolve issues without needing your login credentials.


Prerequisites


Make sure the following are in place before you add STOQ as a collaborator.


  • You have an active Klaviyo account.
  • Your Klaviyo user role is Owner or Admin. Only Owners and Admins can add new users to a Klaviyo account.
  • You have STOQ's collaborator email address. Contact STOQ support to request the email address they use for collaborator access.


Add STOQ as a Collaborator


Follow these steps to invite STOQ's team as a user in your Klaviyo account.


Step-by-Step Instructions


  1. Log in to your Klaviyo account.
  2. Click your account name in the bottom-left corner of the screen.
  3. Go to Settings > Users.
  4. Click Add new user.
  5. Enter the email address provided by STOQ's support team.
  6. Under Role, select the appropriate role for STOQ. We recommend Manager so STOQ can create and edit flows, manage integrations, and view metrics.
  7. Click Add User.




Klaviyo sends an invitation email to the STOQ team member. Once they accept the invitation, they appear as an active user on your account.


| Tip: If STOQ only needs to view your account without making changes, you can assign the Analyst role instead. For full setup and configuration work, Manager or Admin is recommended.


Choose the Right Role for STOQ


Klaviyo offers several user roles with different permission levels. The role you assign determines what STOQ's team can do in your account.


Role

What STOQ Can Do

Best For

Admin

Full account access including creating API keys, managing users, and editing account settings

Comprehensive setup and ongoing management

Manager

Create and edit flows, manage integrations, view and export data, manage lists and segments

Flow setup, integration configuration, and troubleshooting

Analyst

View reports, analytics, and account data (read-only)

Reviewing metrics and diagnosing data issues

Support

View and respond to conversations, view profiles

Customer support assistance only


Note: Only the Owner and Admin roles can create private API keys or manage other users. If STOQ needs to set up or change an integration, Manager is the minimum required role.


Verify STOQ Has Accepted the Invitation


After you send the invitation, verify that STOQ's team has accepted it and has active access to your account.


  1. Log in to your Klaviyo account.
  2. Click your account name in the bottom-left corner.
  3. Go to Settings > Users.
  4. Check the Active users tab for the STOQ team member's email.
  5. If the email appears under the Inactive users tab, the invitation has not been accepted yet.


Resend an Invitation


If STOQ has not accepted the invitation, you can resend it.


  1. Go to Settings > Users in your Klaviyo account.
  2. Select the Inactive users tab.
  3. Click the three dots next to the STOQ team member's email.
  4. Select Resend Invites.
  5. Check the box next to the email address and click Send.



What STOQ Can Do with Collaborator Access


Once STOQ has collaborator access to your Klaviyo account, their team can help with:


  • Setting up flows — Create and configure Klaviyo flows that trigger when STOQ sends restock or preorder events (e.g., "Back in stock alert," "Preorder confirmed").
  • Verifying metric events — Check that STOQ's metric events are arriving correctly in your Klaviyo account and contain the expected data.
  • Troubleshooting delivery issues — Investigate why emails or SMS alerts are not being sent, including checking flow status, triggers, and filters.
  • Reviewing templates — Help design or update email and SMS templates used in your STOQ-triggered flows.
  • Configuring integrations — Verify that the STOQ-Klaviyo connection (via OAuth or API key) is working properly.


Remove STOQ's Collaborator Access


When STOQ has finished helping with your setup or you no longer need their access, you can remove them from your Klaviyo account.


  1. Log in to your Klaviyo account.
  2. Click your account name in the bottom-left corner.
  3. Go to Settings > Users.
  4. Find the STOQ team member's email in the Active users tab.
  5. Click the three dots next to their name.
  6. Select Delete.
  7. Confirm the removal.


Removing a user does not delete any flows, templates, or data they created. All work done in your account remains in place.


Tip: You can re-invite STOQ at any time by following the steps in the "Add STOQ as a Collaborator" section above.


Known Limitations


  • Owner or Admin role required to add users. If your Klaviyo role is Manager or below, you cannot invite new users. Ask your account Owner or Admin to send the invitation.
  • One role per user. Each user can only have one role assigned. You cannot give STOQ both Manager and Analyst access — choose the role that covers the permissions they need.
  • Collaborator access does not connect STOQ's app. Adding STOQ as a collaborator is separate from connecting the STOQ Klaviyo app via OAuth. Collaborator access lets STOQ's team log in to your Klaviyo account. The app connection lets STOQ's software send events and data to Klaviyo automatically. You may need both.
  • Account data is visible. The user role you assign determines how much of your account data the collaborator can see. Review the role permissions before inviting.
  • Invitation must be accepted. The STOQ team member must accept the email invitation before they can access your account. Check the Inactive users tab if access has not been granted.


Troubleshooting


Symptom

Likely Cause

Fix

"Add new user" button is not visible

Your Klaviyo role is not Owner or Admin

Ask your account Owner or Admin to add the user for you

STOQ team member has not received the invitation email

Email went to spam or was blocked

Ask STOQ to check their spam folder, or resend the invitation from Settings > Users > Inactive users

STOQ cannot create or edit flows after being added

The assigned role does not have flow permissions

Change STOQ's role to Manager or Admin in Settings > Users

STOQ cannot set up integrations

The assigned role is too restrictive

Assign at least the Manager role, which includes integration management permissions

You accidentally removed STOQ

The user was deleted from your account

Re-invite them by clicking Add new user and entering their email again


FAQs


Q: What email address should I use to invite STOQ?

A: Contact STOQ's support team to request the email address they use for collaborator access. Use the chat widget inside the STOQ app or email STOQ support directly. They will provide you with the specific email to invite.


Q: What role should I assign to STOQ?

A: For most use cases, Manager is the recommended role. It allows STOQ to create flows, configure integrations, manage templates, and view metrics. If you only need STOQ to review your account without making changes, use Analyst.


Q: Is adding STOQ as a collaborator the same as connecting the STOQ Klaviyo app?

A: No. These are two separate things. Adding STOQ as a collaborator gives a STOQ team member login access to your Klaviyo account so they can help with setup and troubleshooting. Connecting the STOQ Klaviyo app (via OAuth in STOQ's Integrations page) lets STOQ's software automatically send events and sync data to your Klaviyo account. You may need both depending on your setup needs.


Q: Can STOQ see my customer data after being added?

A: Yes. The user role you assign determines the level of access. A Manager can view profiles, lists, segments, and analytics. If you are concerned about data visibility, assign the most restrictive role that still allows STOQ to complete the work you need.


Q: Will removing STOQ delete the flows they created?

A: No. Removing a collaborator does not delete any flows, templates, segments, or data they created in your account. Everything remains in place after the user is removed.


Q: Can I temporarily grant access and then remove it?

A: Yes. You can add STOQ as a collaborator for the duration of the setup or troubleshooting work, and then remove them once the task is complete. There is no minimum access period.


Q: Do I need to pay extra to add a collaborator in Klaviyo?

A: No. Adding users to your Klaviyo account is included in all Klaviyo plans at no additional cost.

Updated on: 29/04/2026

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