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Inquiry on Adding Workbook and Folder Level Permissions in Clay

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Does Clay have any plans to add permissions at the workbook and or folder level?

  • Avatar of Channeled
    Channeled
    APP
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    Currently, Clay doesn't have specific permissions at the workbook or folder level. Our workspace roles and permissions are primarily focused on user-level access. We have two main roles: 1. Users: Can edit workspace resources like tables, workflows, and integrations. 2. Admins: Have elevated permissions to manage both workspace resources and team members. While we've recently introduced workbooks, our current changelog doesn't mention any plans for workbook or folder-level permissions. Are you looking for more granular control over access to specific workbooks or folders within your workspace?

  • Avatar of Malik
    Malik
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    Yes, more granular control.

  • Avatar of Channeled
    Channeled
    APP
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    Currently, we don't have specific plans for more granular control at the workbook or folder level. Our recent introduction of workbooks focused on organizing multiple tables and visualizing relationships. Our current workspace roles are limited to Users and Admins, with permissions primarily at the user level. While we're continuously improving, we don't have immediate plans for workbook or folder-level permissions. If you need more specific access control, please let us know more about your use case so we can better understand your needs.

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    Channeled
    APP
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  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback ​Malik​!