Transferring Workbooks on Starter Plan: A How-To Guide

Andrii K. · 2025-12-05T07:53:40.119Z

Hi guys, I am paying for Starter plan. My teammate is living and I need to transfer his workbooks to another one. Let me know how to make this happen

Transferring Workbooks on Starter Plan: A How-To Guide | Clay

Clay Support
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You can share workbooks with your other teammate. Click on the workbook title at the top, then "Turn on sharing" and enter their email address to give them access. [1]
For team management, go to Settings → Team to add the new teammate and remove the departing one if needed. [2]
Try using Sculptor (top-right corner) to help set this up quickly - it's free and can guide you through the process. Let me know if that helps!
Clay Support
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Is that what you were looking for?
Clay Support
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If you still need help with transferring workbooks or managing your team, I’m here to assist. Would you like to provide more details about what you’re trying to accomplish so I can support you further?
Andrii K.
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this is outdated
Clay Support
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Thanks for letting me know. Could you please share more details about what part seems outdated or what specific issue you're facing? That way, I can better assist you.
Andrii K.
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my interface now look another way
Clay Support
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Got it! The interface has been updated. Here's the current way to share workbooks:
For workbooks: Click the workbook title at the top → "Turn on sharing" → choose either public link or specific email addresses. [1]
For individual tables: Click "Actions" (top right) → "Share as template" → "Turn on sharing" → share via public link or specific emails. [2]
You can also manage workbook access by clicking the workbook title → "Edit workbook settings" to control who can edit. [3]
Try Sculptor (top-right corner) - it's free and can help guide you through the updated interface quickly.
Clay Support
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Did that answer your question?
Andrii K.
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This is all wrong. Connect me with a human
Clay Support
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I'm sorry for the frustration. I'll connect you to a human agent who can assist you further.
Clay Support
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Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Andrew Q.
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Hey Andrii! Thanks for reaching out. Could you reframe your question again so I could get more clarity on the ask? If you're asking to transfer data such as workbooks and table to another workspace, this is not possible. You are able to share workbooks and tables as templates though if that was what you were referring to. Let me know!
Andrii K.
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One of my teammates is living the company. I need to transfer all his workbooks to another teammate in my company in order not to lose data. I can not find any transfer and/or templates info in my interface.
Andrew Q.
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Oh! You're meant that they're leaving the company? In that case, are you apart of their workspace as an admin? Typically we would need them to reach out to us so we can look into an account ownership switch. Please have them reach out to us on our private support queue, not in Slack since this is a public channel and you're referring to a private matter.
Andrii K.
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I am owner of the account

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