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Issue with Colleague Joining Company Workspace Explained | Clay

Issue with Colleague Joining Company Workspace Explained

·Jul 21, 2025 10:16 PM·

hi! sorry for maybe stupid question, but I invited my colleague to our company workspace and here's what he's got into: https://www.loom.com/share/0a626db3795743ae8d160965c9d7a120?sid=8acebc2c-da00-4e51-b491-98fa86308d33

Video thumbnail

2 comments

· Sorted by Oldest

Clay
APP
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When you invite a colleague to your workspace, they should receive an email invitation to join with the role you specified (User or Admin). However, if they signed up independently before accepting your invitation, they would automatically be placed in their own separate workspace with a trial period. They can only access your workspace if you explicitly invite them through Settings → Team. To properly invite them: go to Settings → Team → + Invite, enter their email, select their role, and send the invitation.
Sources: Roles and permissions | Documentation | Clay University Workspace administration documentation | Documentation | Clay University
Stefano
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Hi Irina, thank you for reaching out. Could you please try and send a new invite over to your colleague? I assume the link that was sent is now expired and a new invitation link might solve this issue.