Overview
Control access to Clay tables, enrichment credits, and integrations at the team level. Clay uses a workspace model where team members are assigned Admin, Member, or Viewer roles. This skill covers role assignment, credit budget allocation, API key isolation, and audit procedures.
Prerequisites
- Clay Team or Enterprise plan
- Workspace admin privileges
- Understanding of team structure and data access needs
Instructions
Step 1: Define Role Matrix
Clay has three built-in roles with fixed permissions:
| Capability | Admin | Member | Viewer |
|---|
| Manage workspace members | Yes | No | No |
| Manage billing and credits | Yes | No | No |
|