Yes, Clay has three user roles: Admins, Editors, and Viewers. [1]
Viewers are available on Enterprise plans only and have limited access to protect sensitive data. They can only view workspace content and cannot create new tables or workbooks. [2]
If given Editor access to a specific table or workbook, Viewers can update records, add/edit columns or sources, and add tables under workbooks.
No, Viewer roles are only available on Enterprise plans. Role-based access controls, including Viewers, are not available for Free, Starter, Explorer, or Pro plans. For non-enterprise plans, workbooks must either be shared with all workspace users or specific sheets can be exported and shared externally. [1]
If you need any more help understanding user roles or plan options, I'm here to assist. Would you like to provide more details about what you're trying to achieve with viewer access?
Role-based access controls like Viewer seats are Enterprise-only features because they're designed for larger organizations that need granular permission management and data security controls.
Enterprise plans unlock features that make teams more efficient and support complex organizational needs, including advanced access controls. [1]
For non-Enterprise plans, you can still share workbooks with all workspace users or export specific sheets to share externally as alternatives.
I’m sorry again for the frustration this limitation may cause and I’m here if you need further assistance with user roles or plan options. Would you like to share more about what you’re trying to accomplish with viewer access so I can better assist you?
