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Account Users

Learn how to manage account users

Updated this week

You can add account users (also known as extra admin users) to help you manage your Kajabi site.

Managing account users

Add an account user

  1. Go to Settings > Manage Users.

  2. Click New User.

  3. Fill out the user details:

    1. First name

    2. Last name

    3. Email

    4. Phone number (optional)

    5. Time zone

    6. Password

  4. Select a role

  5. If applicable, choose which sites and communities they should have access to.

  6. Click Save.

  7. The user will receive an email to verify their account. After verifying their account, they will need to enter the password you set for them and create a new password.
    ​

Notes:

  • Account users will use the Kajabi login page to log in.

  • Be sure to give your account users access to at least 1 site. Otherwise, they won't they won't be able to take any actions inside after logging into Kajabi. They will see a page "Welcome To The New Kajabi."

  • If you receive an error that the email address has already been taken, it means that their email is already associated with another Kajabi account. Many email providers allow you to add a "+" and any word or number to the email (e.g., [email protected]), including Gmail, Outlook.com, and Yahoo. In this case, your account user will still receive email notifications at their original email. However, if their email provider doesn't support this, you will need to enter a different email address.

How account users can verify their account

When a new account user is created, they will receive an email with the subject line "Confirmation instructions" from Kajabi.

Account users need to verify their account before logging in, otherwise they will receive an error "you have to confirm your email address before continuing" when they try to log in.

To verify their account, they need to click the Verify your email link in the email. This link will expire after 24 hours.

If necessary, they can request a new confirmation email:

  1. On the Kajabi login page, click Didn't receive confirmation instructions?

  2. Enter their email address

  3. Click Resend confirmation instructions

Edit an account user

  1. Go to Settings > Manage Users.

  2. Click the Edit icon (✏️) next to one of your account users.

  3. Edit the user details, their role, or their site/community access.

  4. Click Save.

Reset a password for an account user

  1. Go to Settings > Manage Users.

  2. Click the Edit icon (✏️) next to one of your account users.

  3. In the User Details section, click Reset password.

  4. Click Yes, reset password.

  5. The user will receive an email from Kajabi to reset their password.
    ​

Note: Account users can also reset their password at any time on the Kajabi login page.

Suspend an account user

  1. Go to Settings > Manage Users.

  2. Click the Edit icon (✏️) next to one of your account users.

  3. Scroll down and click Suspend User.

  4. Click Suspend user.
    ​

Notes:

  • On the account user edit page, there is not an option to delete a user.

  • Suspended account users do not count against your plan limit.

Unsuspend an account user

  1. Go to Settings > Manage Users.

  2. Click the Edit icon (✏️) next to one of your account users.

  3. Scroll down and click Unsuspend User.

  4. Click Unsuspend user.

Account user roles

Each user role comes with different permissions. Learn the difference between each role that can be assigned to an Account User.

Owner

This is the account owner, the person and email associated with the account. There can only be one owner per account. Owners have maximum permissions, including critical actions. Recommended only for business owners.

Administrator

These are specifically other Administrators that you can add to your account. With each plan level, you are given a select number of Extra Admin users.

Administrators have the same permissions as owners, with the exception of payment connections.

This means that Administrators will have the same access and account view as the Account Owner except they will not be able to connect with payment processors through the Settings tab under Payment Integrations.

If an Administrator attempts to connect a Kajabi account with Kajabi Payments, Stripe, or PayPal they will be prompted to contact the Account Owner.

Note: The Administrator role has access to every site associated with the account. This means all notifications, comments, and settings are available to the Administrator for every site associated with the account (with the exception of connecting to Kajabi Payments, Stripe, or PayPal).

Assistant

Assistants can delete and modify site content, but cannot see financial report data.

This means Assistants have access to all components of the app with the exception of:

  • the Settings tab

  • the Analytics tab

Assistant Dashboard View:

Assistant_Dashboard.png

Note: Although your Assistants cannot access the Analytics tab, they can access your customer Product progress reports by selecting a specific Product > opening More Actions > and clicking View Progress.

Support Specialist

Support Specialists have limited access to moderate comments and manage the Contact list for the site(s) the Account Owner gives them permission to access.

Support Specialist Dashboard View:

Support_Specialist_Dashboard.png

Account user role permissions


​Feature

Support Specialist


​Assistant


​Administrator


​Owner

Website

✅

✅

✅

Design

✅

✅

✅

Pages

✅

✅

✅

Blog

✅

✅

✅

Analytics

✅

✅

Products

✅

✅

✅

Courses > Manage Comments

✅

✅

✅

✅

Payouts

✅

✅

Offers

✅

✅

✅

Payments

✅

✅

Sales Tax Setup

✅

Sales Tax Management

✅

✅

✅

✅

Coupons

✅

✅

✅

Marketing

✅

✅

✅

Funnels

✅

✅

✅

Email Campaigns

✅

✅

✅

Automations

✅

✅

✅

Events

✅

✅

✅

Forms

✅

✅

✅

Contacts

✅

✅

✅

✅

Contacts > Bulk Export

✅

✅

✅

Contacts > Bulk Unsubscribe

✅

✅

Contacts > Bulk Delete

✅

✅

Contacts > Individual Unsubscribe

✅

✅

✅

✅

Contacts > Individual Delete

✅

✅

✅

✅

Assessments

✅

✅

✅

Affiliates

✅

✅

✅

All Kajabi Sites (My Sites)

✅

✅

Kajabi University

✅

✅

✅

✅

Site Settings

✅

✅

Account Settings

✅

✅

✅

✅

Account Details

✅

✅

✅

✅

API Credentials (in Account Details)

✅

✅

Billing

✅

✅

Password

✅

✅

✅

✅

Contact Info

✅

✅

✅

✅

Notifications and Privacy

✅

✅

✅

✅

Users

✅

✅

Partner Dashboard

✅

✅

✅

✅

Note: There is no ability to create custom account user roles.

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