Delegated Access

Add an executive assistant, chief of staff, or someone else who can edit contacts, add notes, or organize people in groups.

To set up delegated access for someone:

  1. Go to
    Personal Info
    Personal Info
    , then
     on Mac or Web
  2. Under Delegated Access, enter the email address of the person you want to add to your account
  3. That person will receive a short-lived magic link to log in

Each person you add will be able to see what you see in Clay—Cards, Notes, Reminders, Moments, etc., but they won’t be able to see things like email body since Clay doesn't have permission to view that, only link to the email through your email client (Gmail, Outlook, etc.).


You can revoke access at any time, and the person will be automatically logged out.

Did we miss something? Have a question? Let us know.