Collaborating on Workbooks in Clay: Sharing with Other Users

Yes, you can share workbooks with other Clay users for collaboration. Here's how: 1. Go to the top bar and click on your workbook's title 2. Click "Turn on sharing" to enable sharing 3. You can then: • Copy the Public Link to share with anyone • Enter specific emails to share with selected recipients For more controlled collaboration, workspace admins can set edit access levels: 1. Click the workbook title → "Edit workbook settings" 2. Under "Edit Access," select your preferred access level 3. If you choose "Workspace admins and specific collaborators," you'll see an option to add collaborators To stop sharing, simply click "Turn off sharing" at the bottom of the sharing window.

Sources: Share workbooks and tables as templates | Documentation | Clay University Roles and permissions | Documentation | Clay University Roles and permissions | Documentation | Clay University

You can share workbooks with other Clay users for real-time collaboration by following these steps: 1. Go to the top bar and click on your workbook's title 2. Click "Turn on sharing" to enable sharing 3. You can then: • Copy the Public Link to share with anyone • Enter specific emails to share with selected collaborators For more controlled collaboration, workspace admins can set edit access levels: 1. Click the workbook title → "Edit workbook settings" 2. Under "Edit Access," select your preferred access level 3. If you choose "Workspace admins and specific collaborators," you'll see an option to add specific collaborators This sharing method allows for actual collaboration rather than just sharing as a template.

Sources: Roles and permissions | Documentation | Clay University Share workbooks and tables as templates | Documentation | Clay University Roles and permissions | Documentation | Clay University Roles and permissions | Documentation | Clay University

Hi Jan, thanks for your message - it's certainly possible to collaborate on a Clay table build, but you will have to invite users to your workspace for this to happen. To add someone to your workspace: 1. Go to Settings > Team > +Invite 2. Enter their email address 3. Set their role (User or Admin) 4. Click Send InviteWhen someone invites you to their workspace using your email, you'll receive an invitation. You can have access to multiple workspaces with the same email - each workspace will be separate but accessible through your account.