Customize Claude Tag changedclaude-tag/admins/customize
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Upstream edited this page at 28 Sep 2026 20:03 UTC, give or take a minute or two: the time comes from Anthropic’s own sitemap rather than from a commit. This site recorded the change at 28 Sep 2026 22:07 UTC.
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99Claude Tag's behavior is shaped by four layers, each set in a different place:
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11| Layer | What it is | Who sets it | Where |
12| :---------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------- |
13| **Connections** | Credentials for the systems Claude can reach (GitHub, Drive, Datadog, your APIs) | Owner; a [channel manager](/docs/claude-tag/admins/restrict-access#delegate-channel-setup-to-channel-managers) for their assigned channels | [Access bundles](/docs/claude-tag/admins/add-connections), or the channel's Configure page for a channel manager |
14| **Plugins and skills** | Instructions that teach Claude how to use a tool or follow a process. A plugin bundles one or more [skills](https://code.claude.com/docs/en/skills). | Owner; channel members can add plugins to their channel unless an admin restricts editing | [Bundle Plugins tab](/docs/claude-tag/admins/add-connections#attach-plugins), a [skills repository](/docs/claude-tag/admins/skills-repo), or the channel's Configure page |
15| **Custom instructions** | Standing guidance read in every session at a scope (team conventions, output formats). Outranks channel memory. | Owner for any scope; channel members for the channel scope, from the [Configure page](/docs/claude-tag/users/good-habits#configure-claude-for-a-channel) | [Per-scope instructions](/docs/claude-tag/admins/attach-to-scope#add-custom-instructions) |
16| **Channel memory** | Facts Claude saves while working in a channel | Anyone in the channel | By [telling Claude](/docs/claude-tag/users/memory) |
11| Layer | What it is | Who sets it | Where |
12| :- | :- | :- | :- |
13| **Connections** | Credentials for the systems Claude can reach (GitHub, Drive, Datadog, your APIs) | Owner; a [channel manager](/docs/claude-tag/admins/restrict-access#delegate-channel-setup-to-channel-managers) for their assigned channels | [Access bundles](/docs/claude-tag/admins/add-connections), or the channel's Configure page for a channel manager |
14| **Plugins and skills** | Instructions that teach Claude how to use a tool or follow a process. A plugin bundles one or more [skills](https://code.claude.com/docs/en/skills). | Owner; channel members can add plugins to their channel unless an admin restricts editing | [Bundle Plugins tab](/docs/claude-tag/admins/add-connections#attach-plugins), a [skills repository](/docs/claude-tag/admins/skills-repo), or the channel's Configure page |
15| **Custom instructions** | Standing guidance read in every session at a scope (team conventions, output formats). Outranks channel memory. | Owner for any scope; channel members for the channel scope, from the [Configure page](/docs/claude-tag/users/good-habits#configure-claude-for-a-channel) | [Per-scope instructions](/docs/claude-tag/admins/attach-to-scope#add-custom-instructions) |
16| **Channel memory** | Facts Claude saves while working in a channel | Anyone in the channel | By [telling Claude](/docs/claude-tag/users/memory) |
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1818Connections and plugins decide what Claude *can do*; instructions and memory shape *how it does it*.
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2222Access 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.
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24| Setting | What it does | More |
25| :-------------------- | :----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------- |
26| 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) |
27| Respond automatically | Whether Claude replies to a channel's messages without an @-mention. **Respond automatically** exists only on channels, not on workspaces or your whole organization. Channel members can change it too, from Slack or the channel's Configure page, unless the scope's [**Channel member edits**](/docs/claude-tag/admins/attach-to-scope#restrict-who-can-set-channel-instructions) setting is **Block**. | [Turn automatic replies on or off](/docs/claude-tag/users/when-claude-responds#turn-automatic-replies-on-or-off) |
28| Plugins | Bundles of skills that teach Claude how to use a specific tool | [Attach plugins](/docs/claude-tag/admins/add-connections#attach-plugins) |
29| Connections | Which systems it can reach from each channel | [Add connections](/docs/claude-tag/admins/add-connections) |
30| Default model | Which Claude model handles sessions in a scope | [Choose the model for a scope](#choose-the-model-for-a-scope) |
31| 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) |
32| Environment | Which cloud environment a scope's sessions run in | [Configure the environment for a scope](#configure-the-environment-for-a-scope) |
33| Enable Claude Tag | Turns Claude on or off in a scope | [Turn Claude Tag on or off and set the version for a scope](/docs/claude-tag/admins/workspaces#turn-claude-tag-on-or-off-and-set-the-version-for-a-scope) |
34| Claude Tag version | Which generation answers in a scope (**New** or **Legacy**) | [Turn Claude Tag on or off and set the version for a scope](/docs/claude-tag/admins/workspaces#turn-claude-tag-on-or-off-and-set-the-version-for-a-scope) |
24| Setting | What it does | More |
25| :- | :- | :- |
26| 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) |
27| Respond automatically | Whether Claude replies to a channel's messages without an @-mention. **Respond automatically** exists only on channels, not on workspaces or your whole organization. Channel members can change it too, from Slack or the channel's Configure page, unless the scope's [**Channel member edits**](/docs/claude-tag/admins/attach-to-scope#restrict-who-can-set-channel-instructions) setting is **Block**. | [Turn automatic replies on or off](/docs/claude-tag/users/when-claude-responds#turn-automatic-replies-on-or-off) |
28| Plugins | Bundles of skills that teach Claude how to use a specific tool | [Attach plugins](/docs/claude-tag/admins/add-connections#attach-plugins) |
29| Connections | Which systems it can reach from each channel | [Add connections](/docs/claude-tag/admins/add-connections) |
30| Default model | Which Claude model handles sessions in a scope | [Choose the model for a scope](#choose-the-model-for-a-scope) |
31| 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) |
32| Environment | Which cloud environment a scope's sessions run in | [Configure the environment for a scope](#configure-the-environment-for-a-scope) |
33| Enable Claude Tag | Turns Claude on or off in a scope | [Turn Claude Tag on or off and set the version for a scope](/docs/claude-tag/admins/workspaces#turn-claude-tag-on-or-off-and-set-the-version-for-a-scope) |
34| Claude Tag version | Which generation answers in a scope (**New** or **Legacy**) | [Turn Claude Tag on or off and set the version for a scope](/docs/claude-tag/admins/workspaces#turn-claude-tag-on-or-off-and-set-the-version-for-a-scope) |
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3636### Channel connections are separate from personal connectors
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4444Everything in the table below is open to channel members, with no admin involved.
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46| To change | Say something like | More |
47| :----------------------------- | :--------------------------------------------------------- | :------------------------------------------------------------------------- |
48| How Claude formats output | "remember for this channel: post reports as a table" | [Memory](/docs/claude-tag/users/memory) |
49| How chatty Claude is | "ask before posting anything longer than a screen" | [Memory](/docs/claude-tag/users/memory) |
50| When Claude follows a thread | "stay quiet in this thread unless someone tags you" | [Control when Claude Tag responds](/docs/claude-tag/users/when-claude-responds) |
51| What Claude does on a schedule | "every morning at 9, post a digest of open threads" | [Set up routines](/docs/claude-tag/users/proactivity) |
52| What Claude remembers | "what do you remember about this channel?" then correct it | [Memory](/docs/claude-tag/users/memory) |
46| To change | Say something like | More |
47| :- | :- | :- |
48| How Claude formats output | "remember for this channel: post reports as a table" | [Memory](/docs/claude-tag/users/memory) |
49| How chatty Claude is | "ask before posting anything longer than a screen" | [Memory](/docs/claude-tag/users/memory) |
50| When Claude follows a thread | "stay quiet in this thread unless someone tags you" | [Control when Claude Tag responds](/docs/claude-tag/users/when-claude-responds) |
51| What Claude does on a schedule | "every morning at 9, post a digest of open threads" | [Set up routines](/docs/claude-tag/users/proactivity) |
52| What Claude remembers | "what do you remember about this channel?" then correct it | [Memory](/docs/claude-tag/users/memory) |
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5454Changes in the table above are saved to channel memory; verify one stuck by asking what it remembers.
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8989An environment carries a setup script, environment variables, and a network access level. Not everything a channel needs belongs there, so match each need to its place before you create one:
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91| What the channel needs | Where to put it |
92| :------------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
93| A tool installed before Claude starts, such as a runtime or a database client | The environment's setup script, a Bash script whose installs are on disk before Claude starts work |
94| A value every session should see, such as a deployment target or a feature flag | The environment's environment variables, as `KEY=value` pairs, one per line |
95| Web access without a credential | The environment's network access level; see [broad web access through the environment](/docs/claude-tag/admins/add-connections#broad-web-access-through-the-environment) |
96| An API key, token, or other credential | A [connection](/docs/claude-tag/admins/add-connections), never an environment variable |
97| Setup for one repository, such as installing its dependencies | That repository's `CLAUDE.md`; see [install project dependencies](/docs/claude-tag/admins/configure-github#install-project-dependencies) |
91| What the channel needs | Where to put it |
92| :- | :- |
93| A tool installed before Claude starts, such as a runtime or a database client | The environment's setup script, a Bash script whose installs are on disk before Claude starts work |
94| A value every session should see, such as a deployment target or a feature flag | The environment's environment variables, as `KEY=value` pairs, one per line |
95| Web access without a credential | The environment's network access level; see [broad web access through the environment](/docs/claude-tag/admins/add-connections#broad-web-access-through-the-environment) |
96| An API key, token, or other credential | A [connection](/docs/claude-tag/admins/add-connections), never an environment variable |
97| Setup for one repository, such as installing its dependencies | That repository's `CLAUDE.md`; see [install project dependencies](/docs/claude-tag/admins/configure-github#install-project-dependencies) |
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9999Keep credentials out of environment variables because every session on the environment reads them and Claude can print them. There is no separate secrets store. A connection stores the credential outside the sandbox and attaches it to matching requests at the network layer, so Claude uses the service without holding the raw value. [Agent Proxy](/docs/claude-tag/concepts/agent-identity#agent-proxy) describes how. A connection also travels with the access bundle, so you choose channel by channel which sessions can use it. Repository-specific setup goes in `CLAUDE.md` so the people who maintain the repository keep it current. Claude reads it when it starts work in that repository.
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