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:
- Go to , thenPersonal Infoon Mac or WebSettings
- Under Delegated Access, enter the email address of the person you want to add to your account
- 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.
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