Adding workspace members

Workspace roles and permissions

There are several roles users can have within a Clay workspace.

User

Users have limited access and are primarily focused on editing workspace resources.

Capabilities:

• Edit workspace resources (e.g., tables, workflows, and integrations).

Admin

Admins have elevated permissions and can manage both workspace resources and team members.

Capabilities:

• Edit all workspace resources.
• Invite and remove team members.
• Assign or update roles (User or Admin).

Add a team member

To invite a new member to your workspace:

• Go to Settings > Team members.
• Click the + Invite button in the top-right corner.
• Enter the email address of the person you want to invite.
• Select the appropriate role (User or Admin) from the dropdown.
• Send the invitation.

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:

• Navigate to Settings > Team members.
• Locate the team member whose role you want to update.
• Use the dropdown menu next to their name to select the desired role (User or Admin).
• Changes are applied immediately.

Remove a team member

To remove a member from your workspace:

• Go to Settings > Team members.
• Find the member you wish to remove.
• Click the Trash icon next to their name.
• Confirm the removal.

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