clay-enterprise-rbac

# 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:** ```yaml 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 engineers building pipelines - Marketing ops running enrichment campaigns why: "Can create tables and run enrichments but can't change billing or integrations" viewer: assign_to: - Sales managers reviewing lead quality - Executives checking pipeline metrics - Financ...