Set up Claude Tag changedclaude-tag/admins/setup-overview
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1111Go to [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag) and click **Start setup** (**Resume setup** if you started earlier). The setup page walks you through these steps in order.
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13131. [Pair your Slack workspace](#pair-your-slack-workspace): install the Slack app and redeem a pairing code
142. [Buy usage credits](#buy-usage-credits): appears only when your organization pays by card in US dollars and has no credits
153. [Launch Claude Tag](#launch-claude-tag): add Claude to channels and turn Claude Tag on
142. [Connect GitHub](#connect-github): appears only when your organization hasn't installed the Claude GitHub App, and you can skip it
153. [Buy usage credits](#buy-usage-credits): appears only when your organization pays by card in US dollars and has no credits
164. [Launch Claude Tag](#launch-claude-tag): add Claude to channels and turn Claude Tag on
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1718If you leave after pairing a workspace, click **Resume setup** to continue from the next step. Your choices on the launch step aren't saved until you click **Launch Claude Tag**.
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2223 | Prerequisite | Why you need it | If you don't have it |
2324 | :- | :- | :- |
2425 | A **Team or Enterprise plan** on claude.ai | Claude Tag is available on Team and Enterprise plans, on Anthropic's first-party service. It isn't available on individual plans (Free, Pro, or Max), or for third-party deployments. | Start a Team or Enterprise plan at [claude.com/pricing](https://claude.com/pricing) |
25 | A Claude organization **without Zero Data Retention (ZDR) or customer-managed encryption (CMEK)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. A CMEK policy doesn't allow Claude Tag either. | Claude Tag isn't available to organizations with a ZDR or CMEK policy |
26 | A Claude organization **without Zero Data Retention (ZDR), customer-managed encryption (CMEK), or the HIPAA configuration for Claude Code (local mode) and Cowork (local mode)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. A CMEK policy and the HIPAA configuration don't allow Claude Tag either. | Claude Tag isn't available to organizations with any of these. See [Healthcare organizations](/docs/claude-tag/admins/healthcare#plan-and-organization-requirements) |
2627 | **Routines** enabled for your Claude organization | Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin turns on [**Admin settings > Capabilities > Remote sessions > Routines**](https://claude.ai/admin-settings/capabilities) |
2728 | **Owner** role in the Claude organization you're setting up | Pairing a workspace is an Owner-only write. Roles are per organization, so being an Owner elsewhere doesn't carry over. | Ask an Owner to run setup, or have one promote you at [`claude.ai/admin-settings/members`](https://claude.ai/admin-settings/members) |
2829 | A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too. | If that's someone else, [send them the install request](#if-you-re-not-the-slack-workspace-admin) early (app approval can take time), and plan to be online together when you pair; pairing codes expire 15 minutes after they're issued |
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7273 </Step>
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7475 <Step title="Click Pair workspace">
75 The setup page opens [**Buy usage credits**](#buy-usage-credits) when that step applies to your organization, and [**Launch Claude Tag**](#launch-claude-tag) otherwise.
76 The setup page continues to the next step that applies to your organization.
7677 </Step>
7778</Steps>
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9798**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
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99Claude's work in channels draws from your organization's usage balance, and this step adds credits to that balance. The setup page shows the step only when your organization is on a Team or self-serve Enterprise plan, pays by card in US dollars, and has no usage credits. Every other organization goes from pairing to [Launch Claude Tag](#launch-claude-tag).
100Claude's work in channels draws from your organization's usage balance, and this step adds credits to that balance. The setup page shows the step only when your organization is on a Team or self-serve Enterprise plan, pays by card in US dollars, and has no usage credits.
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101102Enter an amount and click **Buy now** to charge your organization's saved payment method. To continue without buying, click **Skip**, then buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) before your team starts tagging Claude.
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144145
145146## Give Claude access to your tools
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147Setup connects Claude to Slack and to nothing else. After launch, Claude reaches your other tools through personal connectors and through access you give Claude itself.
148After launch, Claude reaches your other tools through personal connectors and through access you give Claude itself.
148149
149150* **Personal connectors**: Claude can use a member's own claude.ai connectors for that member's requests in a channel. You don't connect anything for these. See [Personal connectors in channels](/docs/claude-tag/concepts/personal-connectors) for how members approve that use.
150151* **Access you give Claude**: you connect a tool on the Claude Tag admin page with credentials that belong to Claude rather than to a person. Claude then works in that tool for everyone in the channels you choose, and can use it for [work it starts on its own](/docs/claude-tag/users/proactivity).
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152153### Connect GitHub
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155When your organization hasn't installed the Claude GitHub App, the setup page offers a **Connect GitHub** step after you pair your workspace. To connect GitHub later, click **Skip** on that step.
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154157Connect GitHub if your team will give Claude code work. Claude reaches GitHub through the [Claude GitHub App](/docs/claude-tag/admins/configure-github). Only an owner of your GitHub organization can install it.
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