Creating a Workspace in Clay: Logo, Name, and Insights Needed

Hi team, when you sign up to Clay, the first step is to create the workspace. How do you power the logo and workspace name? (screenshot 1) Or even the first name to name the workspace (screenshot 2) Would love to get your insights. Leave no stones unturned

17 comments

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Once you create a workspace, you can customize it in several ways through the Settings menu:1. Workspace Name: • Go to Settings > Workspace settings • Update the Workspace name field • Click Save to apply changes 2. Workspace Picture: • Navigate to Settings > Workspace settings • Click "Upload new picture" to add an image or choose an icon • Supported formats: png, jpg, jpeg, or gif (max 5MB) • Use Delete button to remove existing pictureAfter setting up your workspace, you can also:** Update your billing email for workspace-related communications ** Invite team members and assign them roles (User or Admin) * Manage workspace settings and permissions Source: Workspace administration documentation | Documentation | Clay University
Maxime M.
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Talk to an human
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Arturo O.
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Hey Max, how's it going? Thanks for the inquiry. If needed, you can always edit this information by going to Settings -> Workspace, where you can change the workspace's profile and it's name for billing purposes. Let me know if you run into any issues! https://downloads.intercomcdn.com/i/o/w28k1kwz/1328455475/ccdf47a67bcbfaff7a1a316ee319/chrome_kL58BlAIN3.png?expires=1736461800&signature=08bd5d2a035b855cc6c9a5c184c9c7a1361c1d5bd66f55f21200610e15af903d&req=dSMlHs17mIVYXPMW1HO4zTNfSDpYLAWWcOctULoGPBLrgRUtKLnve5wTZt4%2B%0A%2ByIY%0A
Maxime M.
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Hey Arturo
Maxime M.
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thanks but that wasn't the question
Maxime M.
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I want to know how do you power this step. Is it with clay or sth else?
Maxime M.
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How do you prefill the workspace with the company picture and the company name ?
Maxime M.
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does it work the same if I sign up with Google vs an email?
Maxime M.
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etc...
Arturo O.
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Ah, I see! Thanks for clarifying the inquiry, so how does it auto-populate when data is given during the creation. Not familiar with what tool or custom code the team setup to handle said process, I can ask if the team can share more, some basic enrichment is likely involved once the sign up is processed. But yeah, it will depend on the initial info given in prior steps.
Maxime M.
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can you ask please?
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Maxime M.
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thanks
LuisArturo
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Hey there Max thanks for reaching out, we have gone asked just waiting for a response from the team.
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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
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Hi Maxime M.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: