Roles and permissions

Roles in Clay

Clay offers three user roles with different permission levels to help manage your workspace effectively.

Admins

Admins have full control over the workspace with these permissions:

• Manage all workspace settings and resources.
• Invite and remove team members.
• Assign and update user roles.
• Access billing and workspace configuration.

Editors

Editors are standard users who can:

• Create and edit tables, workflows, and integrations.
• Update records in tables.
• Delete tables they own.
• Add or modify columns and data sources.

They cannot:

• Add, remove, or change team members' roles.
• Modify billing settings or purchase credits.

Viewers (Enterprise only)

Viewers have limited access to protect sensitive data. By default, they can only view workspace content and cannot create new tables or workbooks.

Granting Viewers additional access

Viewers can be granted Editor access to specific tables or workbooks, or added as workbook collaborators. When given this access, they can:

• Update records
• Add and edit columns or sources
• Create tables within the workbook
• Run actions and enrichments

Limitations:

• Cannot create workbooks at the workspace level
• Cannot manage workbook credit spend limits

To add a Viewer as a workbook collaborator:

1. In the workbook, go to workbook settings on the right side.
2. Under Access permissions, change Edit access to Admin and invited collaborators only.
3. Click + Add collaborator and select the Viewer.

Sales rep

The sales rep role is designed for users who access Clay through AI tools (Claude, ChatGPT, or xAI) via the Clay MCP integration. Users with this role cannot access the standard Clay workspace. When they log in, they'll see a page prompting them to connect their AI tool.

Sales reps can:

• Use Clay's data enrichment and functions through their connected AI tool
• Run Clay-powered lookups and workflows from within Claude, ChatGPT, or xAI

They cannot:

• Access tables, workbooks, or any other part of the standard Clay interface
• Create or edit workflows directly in Clay

Add workspace members

To invite a new member to your workspace:

• Go to Settings → Team.
• Click the + Invite button and enter the email address of the person you want to invite.
• Select the appropriate role from the dropdown and click Send invite.
• The invited person will receive an email to join the workspace with the specified role.

Change a team member's role

To update a member's role:

• Go to Settings → Team.
• Find the member’s name and use the dropdown menu next to their name to select the desired role.
• Changes are applied immediately.

Remove a team member

To remove a member from your workspace:

• Go to Settings → Team.
• Find the member you wish to remove.
• Click the 🗑️  next to their name.

Edit access levels in a workbook

Workspace admins can edit access levels for specific workbooks. This helps prevent accidental changes to important tables.

1. In a workbook, click the title → Edit workbook settings.
2. Under Edit Access, select the desired access level.
3. If Workspace admins and specific collaborators is selected, an option to + Add collaborators will appear.