Setting User Credit Limits and Assigning Viewer Role in Clay

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Hi team, how do I set credit limits by user or role in Clay? In addition, how can I assign the viewer role in Clay?

Clay
APP
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Credit limits by user/role: Clay doesn't support setting credit limits by individual users or roles. Credits are managed at the workspace level. Assigning viewer role: The Viewer role is only available on Enterprise plans. To assign it: 1. Go to Settings → Team 2. Click + Invite and enter the email address 3. Select "Viewer" from the role dropdown 4. Click Send invite Viewers can only view workspace content and cannot create new tables or workbooks. Role-based access controls require an Enterprise plan.
Sources: Roles and permissions | Documentation | Clay University Roles and permissions | Documentation | Clay University Credits | Documentation | Clay University
Stefano
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Hi Tommy, thank you for reaching out. Unfortunately, at the moment we do not have a way to limit the credits spent per user. This is a feature that has been brought up to our engineering team and I believe will be available soon. Sorry about this.
Tommy C.
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Thank you, Stefano, this is helpful. It is a very important feature available in most GTM tools these days.
Stefano
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Tommy – Thanks for this! Really appreciate your feedback, so I'm glad you took a moment to share it with us. I'm curious – could you let me know any specific use cases or workflows or challenges, where these updates would be especially helpful for you? I'll relay this to our product owners. Any additional context is welcome, so we can keep your situation in mind as we build out the roadmap.