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How to Grant Team Access to Your Clay Account Securely

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can I give access to my clay account to a teammate without giving him my login credentials?

  • Avatar of Channeled
    Channeled
    APP
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    You can invite your teammate to your Clay workspace without sharing your login credentials. Here's how: 1. Go to Settings > Team 2. Click on the "+Invite" button 3. Enter your teammate's email address 4. Choose their role and permissions (User or Admin) 5. Click "Send Invite" This way, your teammate will have their own account within your workspace, allowing collaboration without compromising your personal login information. If you need further assistance, you can request human help by clicking on "Talk to a person" in this chat.

  • Avatar of Stefano
    Stefano
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    Hi Maxim, thank you for reaching out. To invite someone to your workspace, go to "Settings". Then, on the sidebar, select "Team" and then select the "Invite" button.

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    Following this, in the menu that appears, insert the email of the person you would like to invite. Then, select if it is the person should be an "Editor" or "Admin"and then press "Send Invite".

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    Let me know if this helps!

  • Avatar of Bo (.
    Bo (.
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    Hey Maxim I noticed you reopened this ticket. Is there anything we can do for you?

    Feel free to keep this conversation going or create a new ticket.