Workspace setting allows you to managing connections, adding and editing users, and integrating OAuth applications. Whether you're updating your workspace details, verifying email domains, managing user roles and permissions, or securely connecting applications, this guide will walk you through the steps to optimize and streamline your workspace management.
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Under the General tab, you can find your unique identifier, which helps us identify you and your account when you contact us. Here, you can also update your avatar by providing a valid image URL. Additionally, you have the option to change your display name and add a description for your account.

By selecting the "Connections" tab, you can add new connections, as well as edit or delete existing ones. For more helpful tips on managing connections, including adding, editing, and removing them, click here.
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Verifying ownership of your domain is a process that lets you prove ownership of email domains that are associated with users in your organization.

To verify your domain, click your workspace icon, then go to General > Domain and select New Domain. Enter the domain you want to verify, navigate to the DNS record section of your domain host, and create a TXT record using the provided verification code as the value. Once complete, click Verify to check your DNS record.
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From this tab, team owners can add new teammates, deactivate or activate users, adjust user roles, and control access to repositories and Salesforce orgs.
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Adding more users to your team is simple. Just click the + New User button on the right-hand side. From there, you can enter the email addresses of the users you want to add, assign their licenses, and designate their roles. Additionally, you can specify which projects they will have access to. All of these settings can be adjusted later, so we recommend starting with minimal access and gradually expanding permissions as needed.
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Users will receive an email invitation to join your workspace. They can either sign in with an existing account or create a new account to get started.
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If you need to resend an invitation for a user to join a team, simply click the icon shown below. This will send a new invitation to the user.

By selecting the pencil icon, you can edit a user's role at the account level, granting them access as an Admin, User, or Collaborator, and managing their repository access. These roles define a user's general access, permissions, and visibility across the entire Clayton platform, including multiple projects. To customize a user's role for a specific project, navigate to the Settings tab of the individual project and adjust their roles accordingly.
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In the Users tab within workspace settings, you can manage user statuses by setting them to active or inactive. Active users will have access to Clayton based on their license, role, and repository permissions. Inactive users, on the other hand, will lose their license and no longer have access to view or connect to repositories or make any changes.
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To change a users active or or inactive status you can simply click the switch status toggle as shown above.
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By default, only active users are displayed. To view inactive users, use the filter next to Status and include inactive users in the view. This will allow you to see and update the status of inactive users as needed.
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Register and manage your OAuth applications to securely access your workspace data using OAuth2. This allows you to connect via the command line, scripts, or custom applications. For more information on setting up and connecting OAuth apps, refer to this helpful guide.