Add an account user
- From the Dashboard, click Settings, then click Manage Users.
- Click New User.
- Fill in the user’s details: First name, Last name, Email, Phone number (optional), Time zone, and Password.
- Select a role. See Account user roles below for descriptions.
- Choose which Sites and Communities they should have access to.
- Click Save.
Note: Account users log in at the Kajabi login page. They are managed under Settings > Manage Users, not under Contacts.
Note: If you receive an error that the email address has already been taken, it means that the user’s email is already associated with another Kajabi account.
Many email providers allow you to add a ”+” and any word or number to the email address (such as example+kajabi@example.com). In this case, your account user will still receive email notifications at their original email. However, if your email provider does not support this, you will need to enter a different email address.
Many email providers allow you to add a ”+” and any word or number to the email address (such as example+kajabi@example.com). In this case, your account user will still receive email notifications at their original email. However, if your email provider does not support this, you will need to enter a different email address.
Verify an account user
When you create an account user, they receive a “Confirmation instructions” email from Kajabi. They must verify their account before logging in. Unverified users will see an error when attempting to sign in. If a user needs a new confirmation email:- Click Didn’t receive confirmation instructions? on the login page.
- Enter the email address in the Email field.
- Click Resend confirmation instructions.
Edit an account user
- From the Dashboard, click Settings, then click Manage Users.
- Click the more actions (…) menu for the user, and select Edit.
- Update the relevant details and click Save.
Reset a password for an account user
- 1From the Dashboard, click Settings, then click Manage Users.
- Click the more actions (…) menu for the user, and select Edit.
- Click Reset password, then confirm.
Note: Account users can also reset their password at any time on the Kajabi login page.
Suspend an account user
- From the Dashboard, click Settings, then click Manage Users.
- Click the more actions (…) menu for the user, and select Edit.
- Scroll down to the bottom of the page and click Suspend User.
- Click Suspend user.
- To unsuspend them, click Unsuspend User.
Note: 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. If a suspended user attempts to log in to Kajabi, they may see an error “invalid email or password” even though there is not an issue with their email or password.
Account user roles
There are four roles that can be assigned to an account user:- Owner (also known as sub-owners)
- Administrator
- Assistant
- Support Specialist
Owner
Owners have maximum permissions, including critical actions. Recommended only for business owners.Administrator
Administrators have the same access as Owners, with one exception: they cannot connect payment processors. If an Administrator attempts to connect Kajabi Payments, Stripe, or PayPal, they’ll be prompted to contact the Account Owner.Note: Administrators have access to every site associated with the account, including all notifications, comments, and settings across all sites.
Assistant
Assistants can create and modify site content but cannot access the Settings, Sales or Analytics menus. Assistants retain access to individual transaction pages but cannot perform payment management actions by default and will be prompted to contact an administrator. To enable payment management for an Assistant, an Owner or Administrator can turn on the Payment Management Access sub-permission in that user’s settings. This will allow the Assistant to perform individual payment management actions, including:- Issuing refunds
- Cancelling or pausing subscriptions or payment plans
- Editing billing amounts or dates
- Uploading dispute evidence
- Retrying failed payments.
- Creating manual transactions for affiliate users.
Note: Assistants can still view customer product progress reports by going to a specific Product > More Actions > View Progress, even without Analytics access.
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.Plan limits
The following user limits are in place for Kajabi’s current plans:- Kickstarter: 2
- Basic: 2
- Growth: 11
- Pro: 26
Notes:
- For Kajabi’s current plans: Unlimited account users can be assigned the Assistant and Support Specialist roles. Only account users with the Owner or Administrator role count against plan limits.
- For legacy plans: All account users (regardless of role) count against plan limits.
Account user role permissions
Note: Custom account user roles are not available. The ✅ (if enabled) for Assistant Payment Management reflects a sub-permission that is disabled by default and must be turned on by an Owner or Administrator.