From one person to a team: plans and roles
When you use Claude alone, it is like cooking at home. A team is like a restaurant kitchen: everyone needs a role, a clear recipe and rules about who holds the keys. First we learn who does what.
- Before this course: Claude Power Tools (course 1.12). You already know skills, connectors and Projects for one person.
- A Team plan needs at least two members and is not meant for individual use. The Team plan supports up to 150 seats; larger organizations are pointed to the Enterprise plan (Help Center).
- Team plan members get access to the models, Claude Code, Cowork and Projects, plus connectors such as Google Drive, Gmail, Google Calendar, GitHub, Microsoft 365 and Slack (Help Center, What is the Team plan?).
- The person who creates a Team needs a business email address. Every invited member needs an email on one of the organization's allowed domains.
- If you already have a personal account on that email, the new Team is separate and your old chats and projects stay in the personal account. When you upgrade a personal account, content moved into an organization can't be moved back, and public projects become private.
- Roles on Team and Enterprise (Help Center, Roles and permissions):
| Role | What it is for |
|---|---|
| Member (called User in some Enterprise articles) | Create chats and use Projects |
| Admin | Everything a member does, plus inviting and removing members |
| Owner | Admin powers, plus managing Admins and Owners and roles |
| Primary Owner | Owner powers, plus data exports and ownership transfers. Only one per organization |
| Custom (Enterprise only) | No default permissions; access comes from custom roles |
- Only Owners and Primary Owners can open Organization settings > Billing and purchase seats. Owners and Primary Owners cannot remove themselves from the team; another Owner must do it.
- Team plans have spend controls and centralized access and billing management.
- Write down your team: names, jobs, and what each person uses Claude for.
- Decide who will be the Primary Owner (one person) and who will be Owners and Admins. Keep the number of Owners small.
- Check that everyone has an email on your organization's allowed domain.
- If you are on a Team plan, open claude.ai, then Organization settings and look at Members, Billing and Capabilities.
- Fill a table: Person, Role, Why they need it.
- Check: every role in your table has a reason, and nobody has more power than their job needs.
Read the video script
[Host] "Claude for one person is simple. Claude for a team needs roles and rules."
[Text on screen: Team plan: 2 members minimum] "A Team plan needs at least two members."
[Text on screen: Primary Owner, Owner, Admin, Member] "Roles go from Member up to Primary Owner. There is only one Primary Owner."
[Text on screen: Billing: Owners only] "Only Owners and Primary Owners can open billing and buy seats."
[Host] "Give each person the smallest role that does the job."
Draw your team's role table. For each person write the role and one sentence on why. Ask a colleague to challenge any Owner or Admin on your list.
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I'm learning "Claude for Teams: shared Projects, workflows and standards" on The Future Market. Lesson 1: "From one person to a team: plans and roles". What the lesson teaches: - Before this course: Claude Power Tools (course 1.12). You already know skills, connectors and Projects for one person. - A Team plan needs at least two members and is not meant for individual use. The Team plan supports up to 150 seats; larger organizations are pointed to the Enterprise plan (Help Center). - Team plan members get access to the models, Claude Code, Cowork and Projects, plus connectors such as Google Drive, Gmail, Google Calendar, GitHub, Microsoft 365 and Slack (Help Center, What is the Team plan?). - The person who creates a Team needs a business email address. Every invited member needs an email on one of the organization's allowed domains. - If you already have a personal account on that email, the new Team is separate and your old chats and projects stay in the personal account. When you upgrade a personal account, content moved into an organization can't be moved back, and public projects become private. - Roles on Team and Enterprise (Help Center, Roles and permissions): - Role - What it is for The exercise I'm working on: Draw your team's role table. For each person write the role and one sentence on why. Ask a colleague to challenge any Owner or Admin on your list. I'm stuck. Please: 1. Explain the main idea in plain, simple words with one everyday example. 2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step. 3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "From one person to a team: plans and roles" from the course "Claude for Teams: shared Projects, workflows and standards". Here's what the lesson says: When you use Claude alone, it is like cooking at home. A team is like a restaurant kitchen: everyone needs a role, a clear recipe and rules about who holds the keys. First we learn who does what. The activity: Draw your team's role table. For each person write the role and one sentence on why. Ask a colleague to challenge any Owner or Admin on your list. Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words. Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Sources
- Claude Help Center, What is the Team plan?: support.claude.com/en/articles/9266767-what-is-the-team-plan
- Claude Help Center, Get started with the Team plan: support.claude.com/en/articles/9267247-get-started-with-the-team-plan
- Claude Help Center, Roles and permissions: support.claude.com/en/articles/9267276-roles-and-permissions
Add and remove people safely
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Shared Projects as team workspaces
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Team skills: one recipe for everyone
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Standard prompts and outputs
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Connectors for the whole team
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Privacy, memory and a rollout plan
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Final project
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Quiz
How many members does a Team plan need at minimum?
Two.
Which role is limited to one per organization?
Primary Owner.
Who can open Organization settings > Billing and buy seats?
Owners and Primary Owners.
How long do invitation emails last?
21 days.
What are the two project permission levels?
Can view and Can edit.
Which project visibility keeps it to you and invited members?
Keep it private.
Are shared skills editable by the people you share them with?
No, they are view-only.
What can an owner do to add a connector for the team?
Organization settings > Connectors, Browse connectors, Add to your team.
Does adding a connector to the team give everyone access?
No, each person must sign in individually.
What are the three org-wide tool permissions for a connector?
Always allow, Needs approval and Blocked.
Can owners read members' individual memories?
No.
What does Anthropic say about training on Team and Enterprise data by default?
It does not use inputs or outputs from its commercial products for training by default, except things like feedback you send.
Final exam
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Certificate
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