Set up Claude Tag changedclaude-tag/admins/setup-overview
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2020When you've launched, [give Claude access to your tools](#give-claude-access-to-your-tools) and [verify your setup](#verify-your-setup).
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22> **Before you start: check that you have what setup needs**
22> [accordion] Before you start: check that you have what setup needs
2323>
2424> | Prerequisite | Why you need it | If you don't have it |
2525> | :- | :- | :- |
26> | 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) |
26> | 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, Max, or Ultra), or for third-party deployments. | Start a Team or Enterprise plan at [claude.com/pricing](https://claude.com/pricing) |
2727> | 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](https://claude.com/docs/claude-tag/admins/healthcare.md#plan-and-organization-requirements) |
2828> | **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) |
2929> | **Owner** role in the Claude organization you're setting up | Setup pairs a workspace and turns Claude Tag on, and only an Owner can do either. 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) |
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8282After launch, people can tag Claude in any channel it has joined. To keep Claude to certain channels, see [Limit Claude Tag to specific channels](https://claude.com/docs/claude-tag/admins/restrict-access.md#limit-claude-tag-to-specific-channels).
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84> **If you're not the Slack workspace admin**
84> [accordion] If you're not the Slack workspace admin
8585>
8686> Only a Slack workspace admin can run `@Claude connect`, and in most workspaces only an admin can install the app. If that's not you, send the Slack admin the message below and have them return the pairing code:
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8989> Please install the Claude app (https://claude.com/claude-for-slack) in [workspace]. When that's done, let me know a time that works for the next part: in any channel, run /invite @Claude, then post "@Claude connect" with no other text and send me the code it returns. Pick a channel that belongs to just [workspace]. The code expires 15 minutes after Claude posts it, so I'll redeem it right away. What it can access: https://claude.com/docs/claude-tag/admins/for-slack-admins
9090> ```
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92> **If your Slack is on Enterprise Grid**
92> [accordion] If your Slack is on Enterprise Grid
9393>
9494> When a Slack Org Owner or Org Admin sends `@Claude connect`, the reply includes two codes. One begins `workspace_` and pairs only the workspace the admin sent the command in, and one begins `enterprise_` and pairs the whole Grid. Paste the `enterprise_` code. See [Pair an Enterprise Grid](https://claude.com/docs/claude-tag/admins/workspaces.md#pair-an-enterprise-grid).
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