1.1Roles and permissions
Team and Enterprise have fixed roles: Owner, Primary Owner, Admin, and Member. Enterprise adds custom roles that grant feature access at the group level — members set to “Custom” get no default permissions at all; their access comes entirely from the custom role on their assigned group.
There is exactly one Primary Owner per org, and it can be a service account rather than a person. If you don’t know who holds it, check Settings → Account.
1.2Members, invites, and seats
Add and remove members, change roles, and manage pending invites. On Enterprise the same operations are available programmatically through the Admin API (see Part 2).
1.3SSO and SCIM (identity)
SSO applies to Team, Enterprise, and Console orgs alike. It requires domain verification in Identity and access settings first, and SCIM provisioning requires SSO to be working end to end before it will work at all — getting that order backwards is a very common setup mistake.
ReferenceMicrosoft Entra ID SSO setup(use as a template — equivalent Okta and Google Workspace guides sit in the same Help Center collection) 1.4Groups and custom roles (Enterprise only)
Groups can be created by hand or synced from your identity provider, and custom roles control feature access per group — “only Engineering gets Claude Code,” for example.
Watch for this: members left on the built-in User role bypass group restrictions entirely and get everything that’s enabled org-wide. Worth flagging to any client who believes they’ve restricted access.
1.5Spend limits and usage caps
Per-member spend caps can be set over a recurring period. The practical pattern is group-level caps as a baseline, with individual overrides for the outliers.
1.6Organization instructions
Admins and above can set org-wide custom instructions that Claude follows in every conversation — formatting standards, required compliance language, and the like. Org-level instructions override conflicting individual instructions.
1.7Audit logs and the Compliance API (Enterprise)
Enterprise adds audit logs covering user actions, system events, and data access, plus the Compliance API for programmatic access to activity logs, chat histories, and file content, filterable by user and time range.
1.8Feature toggles
Several product surfaces are disabled by default and have to be turned on org-wide before anyone can use them.
1.9Analytics
Daily, weekly, and monthly active users by product live under Analytics in org settings. The same dashboard breaks usage and cost down by group and by user — filterable by SCIM group — and shows output metrics such as artifacts created, files edited, and skills or connectors used right next to the cost.
1.10Per-user usage, spend limits, and limit-approval requests
Comes up on callsThis is the one that trips people up live on a call, so it gets a full walkthrough. It lives under Organization settings → Usage.
- •Spend limits by user — a table of each member’s usage against their limit, including an MTD Spend column, so you can see who is actually consuming budget rather than just who has a high cap.
- •Review requests — when a member hits the usage included with their seat, they see a “Request usage credits” link. That sends a request to org Admins and Owners, who review it under Organization settings → Usage → Review requests. Each pending request shows the requester, their current seat, and when they asked; approving there is what actually raises that member’s limit. On Enterprise the same approval can be done through the Spend Limits API.
- •Extra usage — org-wide overflow, separate from per-user limits. Enabling it lets members keep working past their seat’s included usage instead of being blocked, billed at standard API rates. Team plans pre-purchase a pool with a spend cap; Enterprise plans are billed for actual overflow monthly. It can be scoped to specific users or to the whole org.
- •Claude Tag (Slack) usage — bills against the org’s shared usage balance rather than per seat, so it never shows up under per-user limits. Its spend cap has its own page at
claude.ai/admin-settings/usage/claude-tag.