Request for Workspaces in Clay for Enhanced Client Management

Another idea/request: It would be really helpful to have workspaces in Clay, just like in for example tally.so. As a claygent, I handle the scraping and templates of multiple clients at the same time. It would be great to be able to handle everything from one place, while being able to share stuff with my clients (without giving them access to everything).

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You can manage multiple clients by inviting them as workspace members with specific roles and permissions. Here's how to set this up: 1. Invite clients to your workspace: • Go to Settings > Team > +Invite • Enter their email address • Assign them the "User" role, which gives them limited access focused on editing workspace resources 2. Users with this role can: • Edit workspace resources like tables, workflows, and integrations • But cannot manage team members or modify permissions 3. For sharing specific content: • Use the "Share as template" feature for tables you want to share • This allows you to share table structure without exposing all data • Only 1 row of data will be shared as an example • You can choose specific emails to share withAdding team members to your workspace is completely free - you won't be charged for including additional people. Sources: Share table as a template Adding workspace members | Documentation | Clay University Invite Members to Your Workspace Do I get charged for adding new people to my workspace? - FAQ | Clay.com
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Is that what you were looking for?
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Hi Arne S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: