Hello! Jumping in for Bo here. No problem at all—happy to help!
To add other users or collaborators to your Clay workspace, you’ll need to make sure you have the appropriate permissions (Admin role). Here’s a quick step-by-step guide:
1. Go to your workspace settings:
• Click on your profile picture or initials in the top-right corner and select Settings.
2. Navigate to Team Members:
• Once in Settings, head over to the Team Members section.
3. Invite a new member:
• Click the + Invite button in the top-right corner.
• Enter the email address of the person you’d like to invite.
• Choose their role:
• User: Can edit workspace resources like tables, workflows, and integrations.
• Admin: Can edit resources and manage team members (invite/remove users, assign/update roles).
• Send the invitation!
The person you invite will receive an email to join your workspace with the role you selected.
Regarding account levels: there’s no specific account tier required to invite collaborators, as long as you have the Admin role.
If you’d like more details, feel free to check out our guide to adding workspace members. Let me know if you have any other questions—I’m here to help!
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