How to Add Clients Correctly in Clay with Retainer-Based Accounts

·Feb 06, 2026 12:56 PM·

Arpit C. Hello, I am running an educational program I am not sure how to add clients the right way since everything is based on retainers and I have to use the same website / Clay ID all the times (most clients don't have their Clay account yet). And I am getting a 'duplicate error', Moreover I want to be sure I am doing things the right way.

3 comments

· Sorted by Oldest

Arpit C.
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Hey not sure I fully understand. Do you mean you're trying to add clients to this Slack community? Where are you getting the error?
Michael S.
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Arpit C. I am trying to upload clients to the client's portal (Clay Consulting Portal)
Arpit C.
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You mean the partner portal? If so, you can’t add clients if you’re using your own Clay workspace, you need to get them to create their own.

Arpit C.
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Hey not sure I fully understand. Do you mean you're trying to add clients to this Slack community? Where are you getting the error?
Michael S.
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Arpit C. I am trying to upload clients to the client's portal (Clay Consulting Portal)
Arpit C.
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You mean the partner portal? If so, you can’t add clients if you’re using your own Clay workspace, you need to get them to create their own.