Easier Account Switching for Multiple Clay.com Users

Joel H.

I have 5 clay.com accounts for different clients. Would it be possible to make it easier to switch between accounts?

14 comments

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We understand you're looking for an easier way to manage multiple Clay accounts for different clients. While we don't have a direct feature for switching between accounts, we do offer some options to help streamline your workflow: 1. Default Accounts: You can set a default account for each integration, which will be automatically selected when using that service. 2. Managing Connections: Navigate to Settings > Connections to view and manage all your connected accounts for various services. 3. Clay-managed Accounts: For some integrations, we offer pre-configured accounts that use workspace credits, simplifying access to external services. If you need more specific solutions for managing multiple client accounts, you might want to request human assistance for personalized advice on optimizing your setup.
Sources: Workspace administration documentation | Documentation | Clay University Managing integration accounts | Documentation | Clay University
Joel H.
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Close, but not quite
Daniela D.
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Hey Joel! Thanks for reaching out. Happy to help✨. You can switch between workspaces by clicking on your profile at the top right of your screen and selecting the workspace you want to switch to. This requires your email to be associated to all workspaces (as a team member). Let me know if this is what you're trying to do.
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Joel H.
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Hi Daniela, thats not exactly what I have in mind. I have multiple clients and want to switch between accounts. Alternatively, I could have them all under my agency account Neoteric3D if there is a way to associate billing per workspace …
Summiya B.
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I think you can go to setting and make you as a admin from all accounts...so you can use different account
Joel H.
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I have to login / logout each time.
Summiya B.
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No
Joel H.
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Mind sharing a loom of switching accounts without having to log in & out? Thanks
Summiya B.
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Dmed you.
Joel H.
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Here is more info: How do i switch between workspaces - i only see one workspace at a time and have to log in / out to switch between:
Daniela D.
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Hey Joel! Thanks for clarifying. To switch accounts without needing to log in and out, you need to have one email that's linked to all workspaces. It has to be the same email consistently linked. The reason why you're not seeing this is because the emails in Neoteric3D and Senzing are different. If you have the same email added as a team member in all you workspaces you'll be able to switch following the steps int he recording above. Ex: The email associated to Neoteric3D can also be added to your client workspaces. This way you'll be able to switch between accounts. Let me know if you need any help with adding that email to your client workspaces.
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Joel H.
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Got it - that makes more sense. Thank you !
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