Implementing Access Levels: Current Visibility Issues Explained

Barnaby F. · 2025-04-18T14:53:30.222342+00:00

Hi team when will access levels be not just visible but implemented? (we can currently see the new column in the home view but clicking 'edit' doesn't do anything unique just opens that folder/table)

We're currently in the process of implementing access levels in Clay. While you can see the new column in the home view, the full functionality isn't active yet. However, workspace admins can already edit access levels for specific workbooks: 1. Open a workbook 2. Click the title, then "Edit workbook settings" 3. Under "Edit Access", select the desired access level 4. If you choose "Workspace admins and specific collaborators", you can add collaborators We're working on expanding this feature to provide more granular control over permissions. For the most up-to-date information on the rollout of access levels, keep an eye on our product updates.

Sources: Roles and permissions | Documentation | Clay University Roles and permissions | Documentation | Clay University

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