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User Access to Billing Details: Bug or Configuration Issue?
Though a user is not an admin, they can see the billing details.. Is this is a bug or some config to restrict it?
This isn't a bug or configuration issue. In Clay, billing information is typically accessible to users with appropriate permissions, not just admins. To restrict access to billing details, you'll need to review and adjust user roles and permissions within your workspace.To manage user access: 1. Go to your workspace settings 2. Navigate to the team members section 3. Review and adjust each member's role as neededDifferent roles have varying levels of access to billing and other sensitive information. For more detailed information on roles and permissions, you can check the Workspace administration documentation.What specific billing details are you concerned about non-admin users accessing? This will help me provide more targeted guidance on managing access. Source: Workspace administration documentation | Documentation | Clay University
Nitin H.··We have only 2 roles and and User role too is accessible the billing details
- Nitin H.··
Not just the Admin user role
We don't have a specific feature to restrict User role access to billing details when there are only two roles. Our billing information is typically accessible through the workspace settings, which are usually managed by workspace owners or admins.To manage access to billing information, you might consider: 1. Limiting the number of users with admin privileges 2. Only sharing admin access with those who need to manage billing 3. Regularly reviewing user roles and permissionsWould you like more information about the different roles and permissions available in Clay, or are you interested in exploring alternative ways to manage sensitive information access? Sources: Workspace administration documentation | Documentation | Clay University Plans and billing | Documentation | Clay University
Based on Clay's current workspace roles structure, there is no built-in way to restrict access to billing details for users with the User role. There are only two roles available: 1. User role - Can edit workspace resources including access to billing details 2. Admin role - Has elevated permissions to: • Edit all workspace resources • Invite and remove team members • Assign or update rolesSince this appears to be a limitation of the current role system, you may want to explicitly request human support to discuss your specific needs around restricting billing access for non-admin users. Source: Adding workspace members | Documentation | Clay University
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Tanvi R.··Hi Nitin, thanks for reaching out! Could you specify what billing details you would like to hide from users without admin access in your workspace? We do block credit card information, but let us know what else you have in mind!