Clay Enterprise RBAC

Overview

Control access to Clay tables, enrichment credits, and integrations at the team level. Clay uses a workspace model where team members are assigned Admin, Member, or Viewer roles. This skill covers role assignment, credit budget allocation, API key isolation, and audit procedures.

Prerequisites

• Clay Team or Enterprise plan
• Workspace admin privileges
• Understanding of team structure and data access needs

Instructions

Step 1: Define Role Matrix

Clay has three built-in roles with fixed permissions: