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Request for Monthly Credit Allocation for Sales Team | Clay

Request for Monthly Credit Allocation for Sales Team

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Hi Clay Team, I head up RevOps at my company and want to make sure my sales team doesn't burn through all of our credits. As an admin, I'd like to be able to allocate "X" amount of our monthly company credits to individual sellers/users. Is this possible? The AI support agent didn't seem to think so:

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3 comments

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Clay Support
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The previous response was correct—credits cannot be allocated to individual users in Clay. [1] Credits are managed at the workspace level, and all team members share the same credit pool.
However, you can monitor credit usage by user. Navigate to Settings > Credit Usage to view consumption filtered by user, integration, or scheduled runs. [2] This allows you to track which team members are using credits and identify any excessive usage patterns.
For workspace management, Admins have full control over settings and billing, while Editors can create tables and workflows but cannot modify billing settings. [3]
Clay Support
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Is that what you were looking for?
Clay Support
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If you need any more help managing your workspace credits or understanding user roles, I’m here to assist. Would you like to provide more details about what you’re trying to achieve with credit allocation?