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Customize Claude Tag

claude-tag/admins/customize

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claude-tag/admins/customize Changed · +12 / -10 lines

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 Access and organization-wide behavior are set at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag), per scope (a scope is a channel, a workspace, or your whole organization), so the same agent can work differently in different channels. Most controls below are Owner-only.
 
-| Setting               | What it does                                                                                                                                                                                                                                                              | More                                                                                                                                           |
-| :-------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :--------------------------------------------------------------------------------------------------------------------------------------------- |
-| Custom instructions   | Standing guidance read in every session on a scope, like team conventions. Outranks channel memory.                                                                                                                                                                       | [Add custom instructions](/docs/claude-tag/admins/attach-to-scope#add-custom-instructions)                                                          |
-| Respond automatically | Whether Claude replies to a channel's messages without an @-mention. Channel members can change it too, from Slack or the channel's Configure page.                                                                                                                       | [Turn automatic replies on or off](/docs/claude-tag/users/when-claude-responds#turn-automatic-replies-on-or-off)                                    |
-| Plugins               | Bundles of skills that teach Claude how to use a specific tool                                                                                                                                                                                                            | [Attach plugins](/docs/claude-tag/admins/add-connections#attach-plugins)                                                                            |
-| Connections           | Which systems it can reach from each channel                                                                                                                                                                                                                              | [Add connections](/docs/claude-tag/admins/add-connections)                                                                                          |
-| Default model         | Which Claude model handles sessions in a scope                                                                                                                                                                                                                            | [Choose the model for a scope](#choose-the-model-for-a-scope)                                                                                  |
-| Auto mode allow rules | Actions pre-approved in a scope's sessions that Claude's permission checker would otherwise flag or stop                                                                                                                                                                  | [Auto mode allow rules](#auto-mode-allow-rules)                                                                                                |
-| Environment           | Which cloud environment a scope's sessions run in. Only [organization-shared environments](https://code.claude.com/docs/en/cloud-environments#organization-shared-environments) appear in the picker, because Claude runs channel sessions with no user account attached. | [Channel environment troubleshooting](/docs/claude-tag/admins/troubleshooting#channel-sessions-use-the-wrong-environment-or-can%E2%80%99t-find-one) |
-| Claude Tag version    | Which generation answers (New, Legacy, or Off) in a scope                                                                                                                                                                                                                 | [Migrate from the earlier Claude in Slack](/docs/claude-tag/admins/restrict-access#migrate-from-the-earlier-claude-in-slack)                        |
+| Setting               | What it does                                                                                                                                                                                                                                                                                                                                                                                                                                                             | More                                                                                                                                           |
+| :-------------------- | :----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------- |
+| Custom instructions   | Standing guidance read in every session on a scope, like team conventions. Outranks channel memory.                                                                                                                                                                                                                                                                                                                                                                      | [Add custom instructions](/docs/claude-tag/admins/attach-to-scope#add-custom-instructions)                                                          |
+| Respond automatically | Whether Claude replies to a channel's messages without an @-mention. Channel members can change it too, from Slack or the channel's Configure page.                                                                                                                                                                                                                                                                                                                      | [Turn automatic replies on or off](/docs/claude-tag/users/when-claude-responds#turn-automatic-replies-on-or-off)                                    |
+| Plugins               | Bundles of skills that teach Claude how to use a specific tool                                                                                                                                                                                                                                                                                                                                                                                                           | [Attach plugins](/docs/claude-tag/admins/add-connections#attach-plugins)                                                                            |
+| Connections           | Which systems it can reach from each channel                                                                                                                                                                                                                                                                                                                                                                                                                             | [Add connections](/docs/claude-tag/admins/add-connections)                                                                                          |
+| Default model         | Which Claude model handles sessions in a scope                                                                                                                                                                                                                                                                                                                                                                                                                           | [Choose the model for a scope](#choose-the-model-for-a-scope)                                                                                  |
+| Auto mode allow rules | Actions pre-approved in a scope's sessions that Claude's permission checker would otherwise flag or stop                                                                                                                                                                                                                                                                                                                                                                 | [Auto mode allow rules](#auto-mode-allow-rules)                                                                                                |
+| Environment           | Which cloud environment a scope's sessions run in. The picker shows [organization-shared cloud environments](https://code.claude.com/docs/en/cloud-environments#organization-shared-environments), plus runner pools for organizations that use [self-hosted environments](https://code.claude.com/docs/en/self-hosted-environments-quickstart). Environments on an individual account never appear, because Claude runs channel sessions with no user account attached. | [Channel environment troubleshooting](/docs/claude-tag/admins/troubleshooting#channel-sessions-use-the-wrong-environment-or-can%E2%80%99t-find-one) |
+| Claude Tag version    | Which generation answers (New, Legacy, or Off) in a scope                                                                                                                                                                                                                                                                                                                                                                                                                | [Migrate from the earlier Claude in Slack](/docs/claude-tag/admins/restrict-access#migrate-from-the-earlier-claude-in-slack)                        |
 
 ### Channel connections are separate from personal connectors
 
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 Changes in the table above are saved to channel memory; verify one stuck by asking what it remembers.
 
 Members can also tailor how Claude works in the channel from its Configure page on claude.ai. The **Configure** link in the footer of any Claude reply opens it, and if a member sends [`@Claude !configure`](/docs/claude-tag/users/commands#get-the-link-to-configure-a-channel) in the channel, Claude replies with a link to it. Anyone in the channel who is also a member of your Claude organization can edit settings for that channel there, unless an admin has [restricted editing to admins](/docs/claude-tag/admins/attach-to-scope#restrict-who-can-set-channel-instructions). The **Channel instructions** field on that page holds standing guidance that outranks memory. See [configure Claude for a channel](/docs/claude-tag/users/good-habits#configure-claude-for-a-channel).
+
+The Configure page also shows the channel's resolved access, read-only. Its **Connections** tab lists the channel's resolved connections, which admins set in admin settings. Its **Routines** tab lists the channel's [routines](/docs/claude-tag/users/proactivity) with each one's schedule, status, and last run.
 
 ## Choose the model for a scope