Proposal for Private Workbooks and Lightweight Permissions in Clay

I belive Clay needs to add the ability to have private workbooks/tables and/or implement some lightweight permission functionality. If others aside from myself agree that this would be helpful, feel free to comment.

5 comments

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We appreciate your interest in improving Clay! While we don't have a specific feature request process mentioned in the available information, we value user feedback. You can share your suggestion for private workbooks/tables and lightweight permissions through our chat support. Currently, we offer sharing options for workbooks and tables, and there are different user roles (User and Admin) with varying permissions in workspaces. If you need more detailed assistance, please request to talk to a person by clicking on "Talk to a person" in the chat.
Sources: Adding workspace members | Documentation | Clay University Share workbooks and tables as templates | Documentation | Clay University Share table as a template
Maximilian J.
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Yea I've also suggested some kind of user-roles/table-permissions/credit-budget functionalities 🙂
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We're always looking to improve our platform based on user feedback. While we don't have a specific feature request system, we'd love to hear your ideas about user roles, table permissions, or credit budget functionalities. Our team is continuously working on enhancing Clay's capabilities. Currently, we offer three user roles: Admins, Editors, and Viewers, each with different permission levels to manage your workspace effectively. If you need further assistance or want to discuss specific feature ideas, please click on "Talk to a person" to request human assistance. Our team will be happy to hear your suggestions and provide more information about our development roadmap.
Sources: Roles and permissions | Documentation | Clay University Free Trial
Bruno R.
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Hi Malik, thanks for your message. Your feedback makes total sense and the team is actually working on supporting this exact use-case. Stay tuned for more news on this!
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