Setting User Credit Limits in Workbooks to Control Spending

Guy H. · 2025-12-16T17:42:39.642Z

I want to prevent users from spending credits in Workbooks unless I set a credit limit. Is this possible?

Setting User Credit Limits in Workbooks to Control Spending | Clay

15 comments

· Sorted by Oldest

Clay Support
APP
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Not directly - workbooks operate without spending restrictions by default until you set a limit. [1]
However, you can set default limits that automatically apply to new workbooks created by Admins or Editors. You can also choose whether to apply these defaults to existing workbooks or only new ones.
Only workspace admins can create and modify credit limits - Editors and Viewers cannot manage them even if they create workbooks. [2]
Clay Support
APP
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Is that what you were looking for?
Guy H.
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Need a support engineer
Clay Support
APP
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I understand you need more help, so I’ll connect you with one of our human agents now.
Clay Support
APP
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Our support team has got your message and we'll get back to you soon!
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!
image.png(93 kB)
Bo (.
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Hey Guy,
At the moment, that level of control isn’t supported. You can set credit limits and have those limits respected, but you can’t do a mass or per-workbook restriction like what you’re asking for.
What you can do today is manage permissions at a higher level by setting users as admin, non-admin, or viewer within a workbook. Those roles control access, but they don’t let you enforce credit spend limits per workbook.
Let me know if you have more questions.
Guy H.
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I would like that every new workbook is created then automatically the credit limit will be 0
Bo (.
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Hey,
Got it. At the moment, we don’t have a way to automatically set the credit limit to 0 for every newly created workbook.
I’ll share this feedback with the team so they’re aware of the request. Thanks for flagging it.
Let me know if you have more questions.
Bo (.
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Hey, we actually launched a new feature about 30 minutes ago that allows you to do this. You’re arriving at the perfect time. Sorry for the earlier explanation, this is now possible.
Guy H.
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Niceeeee
Guy H.
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Guy H.
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I got an error
Bo (.
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Hey,
Got it. I’ll loop in the engineers and get back to you as soon as I have an update.
Let me know if you have more questions.
Bo (.
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·
That's fixed!!! :) Let me know if you have more questions
Guy H.
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Working Thanks!

Clay Support
APP
·
·
Not directly - workbooks operate without spending restrictions by default until you set a limit. [1]
However, you can set default limits that automatically apply to new workbooks created by Admins or Editors. You can also choose whether to apply these defaults to existing workbooks or only new ones.
Only workspace admins can create and modify credit limits - Editors and Viewers cannot manage them even if they create workbooks. [2]
Clay Support
APP
·
·
Is that what you were looking for?
Guy H.
·
·
Need a support engineer
Clay Support
APP
·
·
I understand you need more help, so I’ll connect you with one of our human agents now.
Clay Support
APP
·
·
Our support team has got your message and we'll get back to you soon!
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!
image.png(93 kB)
Bo (.
·
·
Hey Guy,
At the moment, that level of control isn’t supported. You can set credit limits and have those limits respected, but you can’t do a mass or per-workbook restriction like what you’re asking for.
What you can do today is manage permissions at a higher level by setting users as admin, non-admin, or viewer within a workbook. Those roles control access, but they don’t let you enforce credit spend limits per workbook.
Let me know if you have more questions.
Guy H.
·
·
I would like that every new workbook is created then automatically the credit limit will be 0
Bo (.
·
·
Hey,
Got it. At the moment, we don’t have a way to automatically set the credit limit to 0 for every newly created workbook.
I’ll share this feedback with the team so they’re aware of the request. Thanks for flagging it.
Let me know if you have more questions.
Bo (.
·
·
Hey, we actually launched a new feature about 30 minutes ago that allows you to do this. You’re arriving at the perfect time. Sorry for the earlier explanation, this is now possible.
Guy H.
·
·
Niceeeee
Guy H.
·
·
Guy H.
·
·
I got an error
Bo (.
·
·
Hey,
Got it. I’ll loop in the engineers and get back to you as soon as I have an update.
Let me know if you have more questions.
Bo (.
·
·
That's fixed!!! :) Let me know if you have more questions
Guy H.
·
·
Working Thanks!