clay-enterprise-rbac

name	clay-enterprise-rbac
description	Configure Clay workspace roles, team access control, and credit budget allocation. Use when managing team access to Clay tables, setting per-user credit budgets, or configuring workspace-level permissions for Clay. Trigger with phrases like "clay SSO", "clay RBAC", "clay enterprise", "clay roles", "clay permissions", "clay team access", "clay workspace".
allowed-tools	Read, Write, Edit, Grep
version	1.14.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","clay","rbac"]
compatibility	Designed for Claude Code

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:

Capability	Admin	Member	Viewer
Manage workspace members	Yes	No	No
Manage billing and credits	Yes	No	No
Create/delete tables	Yes	Yes	No
Run enrichments	Yes	Yes	No
Configure integrations	Yes	No	No
Export data	Yes	Yes	Yes
View all tables	Yes	Yes	Yes

Recommended role assignments:

roles:
  admin:
    assign_to:
      - Revenue Operations Lead
      - GTM Engineering Lead
    why: "Controls billing, integrations, and team access"

  member:
    assign_to:
      - SDRs building prospect lists
      - Growth