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Depending on your role, you can add users, remove users, or transfer ownership of an account. To review your current user role or manage these settings, select Settings in the lower left corner of your dashboard, then Users under Business Settings.

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Add a user

To add a user to your account:
  • Navigate to Users.
  • Click the Add User button in the upper right corner.
  • Input the user’s email address into the prompt and click Save User.
New users receive a registration email to configure their login information. In contrast, users whose email address is already associated with a Privy account receive a confirmation email. The confirmation prompts them to log in with their existing credentials and allows them to toggle between each account moving forward.

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View 2FA status

The Users page shows a 2FA badge next to each member who has two-factor authentication enabled. Account owners see every member’s status; other members see only their own. See Two-factor authentication to set up 2FA on your own account.

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Remove a user

Only the account owner can remove other users; members can remove themselves. To remove a user from your account:
  • Navigate to Users.
  • Click the Delete button next to the desired user.
  • Confirm your decision by clicking Remove in the prompt.
Once removed, the user(s) will no longer have access to log in to or toggle to your Privy account. If the removed user initially linked another account (e.g., Mailchimp) to Privy, those accounts must be removed and re-added via your Linked Accounts integration settings.
Note: Other users cannot remove an account owner. The owner must transfer ownership to another user in the account before they can be removed.

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Transfer account ownership

To transfer ownership of an account:
  • Navigate to Users.
  • Click the Transfer Owner button next to the user you want to make owner.
  • Confirm your decision by clicking Transfer in the prompt.
The account is now assigned to that user. They will receive any account-specific communications from Privy, and the Privy Support Team will defer to them on account management matters. The ownership of each of your subaccounts is reviewable in Subaccounts under Account Settings.

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Review user activity

The Event History page, under Business Settings, is a read-only record of which user performed an action and when — inviting or removing users, scheduling and sending campaigns, launching Flows, and activating or deactivating displays. It lists your account’s 100 most recent events, newest first, with timestamps in your account’s time zone.