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Settings & admin

Settings & admin

Manage workspace controls, permissions, billing, and user access securely.

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Settings & admin

Settings & admin

Best practices for B2B email direct marketing

Conduct effective outbound email outreach whilst also lowering the risk of challenges

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Settings & admin

Do Not Contact (DNC) compliance & best practices

Information about DNC compliance and best practices.

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Settings & admin

Creating a restricted Salesforce user

Create a restricted user with limited field-level access.

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Settings & admin

Homepage Resource Tagging

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Settings & admin

OAuth optional scopes

Control exactly which permissions you grant to integrations.

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Settings & admin

Account and workspace settings

Manage account and workspace settings, integration accounts, and billing.

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Settings & admin

Roles and permissions

Understand roles and permissions in Clay.

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Settings & admin

Plans & billing

We'll walk through each of our pricing plans and information around billing your workspace.

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Settings & admin

Credit usage

Track credit consumption across your workspace.

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