Multi-Brand Owners

Each brand you own gets its own Brand Space, switchable from the brand selector in the header. The selector lists every brand you have access to, marks the one currently selected, and offers Create New Brand at the bottom — which opens the same five-step onboarding wizard (basic info, industry and company size, contact, settings, confirm) you used for your first brand. Audience segments, campaigns, funnels, content, and integration connections are scoped per brand, so a Klaviyo connection for one brand does not share lists or segments with another.

Note the difference from an agency account: you get a brand selector, not the client switcher and the separate agency navigation. Those are specific to agency accounts.

When you switch brands, the whole platform re-scopes. The things that change with the brand are:

• Brand Space itself — the Brand Assets library (logos, imagery, files) on one tab, and Brand Management (name, category, brand settings) on the other.
• Audience — segments, customer profiles, demographics, behavior, interests, and tracking setup.
• Campaigns, Funnels, and Content Studio — each brand's own activity and creative, with its own approval queue.
• Integrations — connections are made per brand, from that brand's Integrations screen.
• Agents — workflows built in the Agent Suite are bound to the brand context you had selected when you built them.

What does not change with the brand: your team and their roles, and billing.

Team Management is where a portfolio differs most from a single brand. Members are invited once by email and given a workspace role, but they can also be assigned to specific brands — so the same person can be an Editor on one brand and a Viewer on another. The roles are:

• Owner — everything, including billing, API keys, workspace deletion, and managing brands and sub-accounts.
• Admin — manage team members, set budget limits, create API keys, configure workspace settings, and manage brands. No billing access and cannot delete the workspace.
• Editor — create and edit campaigns and content, manage assets, view analytics, create reports. Cannot manage the team, change settings, or modify budgets.
• Viewer — read-only across campaigns, analytics, reports, and content.

Workspaces are the layer this all hangs from — use them when different brands are run by genuinely different groups of people rather than the same core team.

Because every brand runs on the same underlying audience intelligence and the same attribution models, segment and campaign performance is directly comparable brand to brand even though the data itself stays separate. In practice you compare by switching brands and reading the same screens — Performance, Attribution, and each brand's analytics — against the same date range and the same attribution model, so you are not comparing a last-touch number for one brand against a linear one for another.

The single side-by-side comparison table, which puts several accounts in one view, is part of the agency workspace rather than the brand-owner experience.

Standing up brand number three should be faster than brand number one. What carries over:

1. Templates. Workflow Templates, funnel templates, and campaign templates are starting points you apply per brand — using one opens the builder pre-populated rather than blank.
2. The agent gallery. Agents shared in the gallery can be cloned into a brand in one step, which is usually quicker than rebuilding the same flow by hand.
3. Integration setup. Connections are configured per brand, but it is the same short authorize flow each time, not a new integration to learn.
4. Segment definitions. A segment type and criteria that work for one brand's category are a sound starting point for the equivalent segment on another, even though the resulting audience is entirely separate.

Billing is one relationship for the account, not one per brand. The Billing screen holds your payment methods and your billing history, with invoices available to download. Managing it requires the Owner role — Admins can set budget limits and manage API keys but cannot reach billing settings.