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HomeDocsClaude Documentation 22 Aug 2026
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Set up Claude Tag changedclaude-tag/admins/setup-overview

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2323## Before you start
2424 
25| Prerequisite | Why you need it | If you don't have it |
26| :------------------------------------------------------------------------ | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
27| 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) |
28| A Claude organization **without Zero Data Retention (ZDR)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. | Claude Tag isn't available to ZDR organizations |
29| **Routines** enabled for your Claude organization | Claude Tag requires Routines to be enabled for your organization. Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin enables Routines at [`claude.ai/admin-settings/claude-code`](https://claude.ai/admin-settings/claude-code) |
30| **Owner** role in the Claude organization you're setting up | Pairing a workspace and creating Access bundles are Owner-only writes; an Admin can view settings but not complete setup. 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) |
31| A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too (most workspaces require admin approval for new apps) | If that's someone else, [send them the install request](/docs/claude-tag/admins/pair-workspace#send-the-install-request-to-your-slack-admin) early (app approval can take time), and plan to be online together when you [pair your Slack workspace](#pair-your-slack-workspace); pairing codes expire 15 minutes after they're issued |
32| **Usage credits** (Team plans) | Channel work draws from your organization's usage balance; on a Team plan nothing runs until credits are loaded | Check whether your organization has a [launch usage credit](https://support.claude.com/en/articles/15575654-claude-tag-launch-promo-for-claude-team-and-enterprise) before buying; otherwise, buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) |
33| *(Optional)* The **Claude GitHub App** linked to your Claude organization | Linking GitHub before you start turns setup's GitHub step into repository selection, so you can grant repositories there instead of installing the app mid-setup | [Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization) first, or grant repository access after setup |
34| *(Optional)* A **channel to test in** | You'll invite Claude to a channel to [test](#test-that-setup-worked) that setup worked | Create a private Slack channel for the pilot, or pick any existing one |
25| Prerequisite | Why you need it | If you don't have it |
26| :------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
27| 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) |
28| A Claude organization **without Zero Data Retention (ZDR)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. | Claude Tag isn't available to ZDR organizations |
29| **Routines** enabled for your Claude organization | Claude Tag requires Routines to be enabled for your organization. Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin enables Routines at [`claude.ai/admin-settings/claude-code`](https://claude.ai/admin-settings/claude-code) |
30| **Owner** role in the Claude organization you're setting up | Pairing a workspace and creating Access bundles are Owner-only writes. 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) |
31| A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too (most workspaces require admin approval for new apps) | If that's someone else, [send them the install request](/docs/claude-tag/admins/pair-workspace#send-the-install-request-to-your-slack-admin) early (app approval can take time), and plan to be online together when you [pair your Slack workspace](#pair-your-slack-workspace); pairing codes expire 15 minutes after they're issued |
32| **Usage credits** (Team plans) | Channel work draws from your organization's usage balance; on a Team plan nothing runs until credits are loaded | Check whether your organization has a [launch usage credit](https://support.claude.com/en/articles/15575654-claude-tag-launch-promo-for-claude-team-and-enterprise) before buying; otherwise, buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) |
33| *(Optional)* The **Claude GitHub App** linked to your Claude organization | Linking GitHub before you start turns setup's GitHub step into repository selection, so you can grant repositories there instead of installing the app mid-setup | [Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization) first, or grant repository access after setup |
34| *(Optional)* A **channel to test in** | You'll invite Claude to a channel to [test](#test-that-setup-worked) that setup worked | Create a private Slack channel for the pilot, or pick any existing one |
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3636If any of your services restrict traffic by IP, file the [network requirements](/docs/claude-tag/admins/network-requirements) request with your network team early; in many organizations, IP allowlist changes take days to approve.
3737 
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