The rate limiter should:
- Allow 100 requests per minute per API key
- Return 429 status when limit exceeded
- Reset limits after 60 seconds
- Track different API keys independently
Use a TDD approach: write comprehensive tests first, then implement the rate limiting logic to pass them. +``` + +**When to use this approach:** This works well on the web because the tests give Claude clear validation criteria to work towards. You don't need to monitor Claude's progress since the tests will catch issues and guide iteration toward a working solution. The self-contained nature of the task, where Claude writes tests then makes them pass, doesn't require your input once started. + +**What makes this effective:** Claude can iterate on the implementation without your supervision, using test failures to identify and fix problems. The task runs longer than a simple code change, but you can let it complete in the background. When you review the pull request, both the tests and implementation are ready, and you have confidence the solution works because the tests pass. + +#### Documentation Updates + +Generate or update technical documentation such as README files, API documentation, code comments, or user guides. + +**Example prompt:** + +``` +Update CHANGELOG.md with all changes since the v2.3.0 release:
- Review commits on main branch since that tag.
- Categorize changes into "Added, "Changed, "Fixed", and "Removed" sections.
- Include the commit hash for each entry. +``` + +**When to use this approach:** Changelog updates are well-suited for the web because Claude can review commit history independently and format entries without guidance. The task is tedious to do manually but straightforward enough that Claude can complete it without questions about which commits to include or how to categorize them. + +**What makes this effective:** You can delegate the entire changelog update and review the result when complete. Claude reads through commits, extracts meaningful changes, and follows your existing changelog format. + +#### Refactoring with Clear Scope + +Restructure code to improve organization or readability when you can define clear boundaries for the change. This includes extracting code, splitting up large files, or organizing module structure. + +**Example prompt:** + +``` +The UserService class in /src/services/user.go has 800 lines long.
Split it into three focused services:
- UserAuthService (login/logout/sessions)
- UserProfileService (profile CRUD operations)
- UserPreferencesService (settings/preferences)
Ensure all tests still pass. +``` + +**When to use this approach:** Refactoring with clear constraints works well on the web because you can set clear boundaries for Claude to follow. Test suites can provide validation, allowing Claude to verify the refactor didn't break any existing functionality. + +**What makes this effective:** The task takes time, but doesn't need your active input once the structure is defined. You can start the refactor and review the organized result later, rather than monitoring Claude as it works through the task. The clear scope means Claude is unlikely to need guidance mid-task. + +## Tips for Effective Use + +- Consider adding a test suite to your repository so Claude more easily verify that it has successfully completed a task +- Specify success criteria rather than vague goals like "improve" or "fix" +- Define what should change and what should stay the same in your prompt +- Scope tasks with clear boundaries so Claude doesn't need guidance mid-task +- If you're thinking "I'll need to see how this goes first," consider using your terminal instead +- Use "Open in CLI" if you realize mid-task that you need to provide guidance + +## Related Articles +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Code power user tips](https://support.claude.com/en/articles/14554000-claude-code-power-user-tips) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude-code/14233555-set-up-code-review-for-claude-code.md b/claude/claude-code/14233555-set-up-code-review-for-claude-code.md new file mode 100644 index 0000000000000000000000000000000000000000..892cdb072d1c5b0f39b39d319fcd9f64ada98d75 --- /dev/null +++ b/claude/claude-code/14233555-set-up-code-review-for-claude-code.md @@ -0,0 +1,175 @@ +--- +title: "Set up Code Review for Claude Code" +title_slug: "set-up-code-review-for-claude-code" +source_url: "https://support.claude.com/en/articles/14233555-set-up-code-review-for-claude-code" +last_updated_iso: "2026-03-25T21:47:21Z" +article_id: "16618815" +breadcrumbs: + - "Claude Code" +--- + +# Set up Code Review for Claude Code + +_Last updated: 2026-03-25T21:47:21Z_ + +Code Review analyzes your GitHub pull requests and posts findings as inline comments on the lines of code where it found issues. A fleet of specialized agents examine the code changes in the context of your full codebase, looking for logic errors, security vulnerabilities, broken edge cases, and regressions. + +This article covers how to enable Code Review, configure review triggers, customize what gets flagged, and troubleshoot common setup issues. + +> **Note: **Code Review is in research preview and available on Team and Enterprise plans. It isn’t available for organizations with zero data retention enabled. Code Review usage is billed separately through extra usage and doesn’t count against your plan’s included usage. + +--- + +## How Code Review works + +Once an organization enables Code Review, it can trigger automatically when a pull request opens, on every push, or only when someone manually requests a review. When a review runs, multiple agents analyze the diff and surrounding code in parallel. Each agent looks for a different class of issue, then a verification step checks results against actual code behavior to filter out false positives. + +Findings are deduplicated, ranked by severity, and posted as inline comments on the specific lines where issues were found. If no issues are found, Claude posts a short confirmation comment on the PR. Reviews don’t approve or block your PR, so existing review workflows stay intact. + +Reviews scale in cost with PR size and complexity, completing in 20 minutes on average. + +#### Severity levels + +Each finding is tagged with a severity level: + +Findings include a collapsible extended reasoning section you can expand to see why Claude flagged the issue and how it verified the problem. + +#### What Code Review checks + +By default, Code Review focuses on correctness: bugs that would break production, not formatting preferences or missing test coverage. You can expand what it checks by adding guidance files to your repository. + +--- + +## Set up Code Review + +Owners and Primary Owners of Team and Enterprise plans can enable Code Review once for the organization and select which repositories to include. In addition to an owner role within your Claude organization, you’ll need permission to install GitHub Apps in your GitHub organization. + +1. Go to **[Organization settings > Claude Code](http://claude.ai/admin-settings/claude-code)** and find the **Code Review** section. +2. Click “Configure” to begin the GitHub App installation flow. +3. Follow the prompts to install the Claude GitHub App to your GitHub organization. The app requests read and write permissions for contents, issues, and pull requests. +4. Choose which repositories to enable for Code Review. If you don’t see a repository, confirm you gave the Claude GitHub App access to it during installation. +5. Set a review trigger for each repository using the **Review Behavior** dropdown (see the next section for details on each option). + +To verify setup, open a test PR. If you chose an automatic trigger, a check run named **Claude Code Review** should appear within a few minutes. If you chose Manual, comment “@claude review” on the PR to start the first review. + +--- + +## Choose a review trigger + +After setup, the **Code Review** section shows your repositories in a table. For each repository, choose when reviews run: + +- **Once after PR creation: **The review runs once when a PR is opened or marked ready for review. +- **After every push: **The review runs on every push to the PR branch, catching new issues as the PR evolves. Claude auto-resolves threads when you fix previously flagged issues. This runs the most reviews and costs the most. +- **Manual: **Reviews start only when someone comments “@claude review” on a PR. Useful for high-traffic repos where you want to select which PRs get reviewed. + +The repositories table also shows the average cost per review for each repo based on recent activity. + +--- + +## Manually trigger reviews + +Comment “@claude review” on a pull request to start a review and opt that PR into push-triggered reviews going forward. This works regardless of the repository’s configured trigger. + +For the comment to trigger a review: + +- Post it as a top-level PR comment, not an inline comment on a diff line. +- Put “@claude review” at the start of the comment. +- You must have owner, member, or collaborator access to the repository. +- The PR must be open and not a draft. + +If a review is already running, the request is queued until the in-progress review completes. + +--- + +## Customize reviews + +Code Review reads two files from your repository to guide what it flags. Both are additive on top of the default correctness checks. + +#### CLAUDE.md + +Code Review reads your repository’s CLAUDE.md files and treats newly introduced violations as nit-level findings. If your PR changes code in a way that makes a CLAUDE.md statement outdated, Claude flags that the docs need updating too. + +Claude reads CLAUDE.md files at every level of your directory hierarchy, so rules in a subdirectory’s CLAUDE.md apply only to files under that path. + +#### REVIEW.md + +Add a REVIEW.md file to your repository root for review-specific rules. Use it to encode: + +- Company or team style guidelines +- Language- or framework-specific conventions not covered by linters +- Things Claude should always flag (for example, “any new API route must have an integration test”) +- Things Claude should skip (for example, “don’t comment on generated code”) + +Claude auto-discovers REVIEW.md at the repository root. No configuration is needed. + +--- + +## Pricing and usage + +Code Review is billed based on token usage. Each review averages $15–25 in cost, scaling with PR size, codebase complexity, and how many issues require verification. + +Code Review usage is billed separately through extra usage and doesn’t count against your plan’s included usage. The review trigger you choose affects total cost: + +- **Once after PR creation** runs once per PR. +- **After every push** runs on each push, multiplying cost by the number of pushes. +- **Manual** incurs no cost until someone comments “@claude review.” After that comment, additional pushes to the PR trigger reviews automatically. + +Costs appear on your Anthropic bill regardless of whether your organization uses AWS Bedrock or Google Vertex AI for other Claude Code features. + +To set a monthly spend cap, go to **[Organization settings > Usage](https://claude.ai/admin-settings/usage)** and configure the limit for the Claude Code Review service. + +Monitor spend via the weekly cost chart in the analytics dashboard or the per-repo average cost column in admin settings. + +#### View usage + +Go to the **[Code Review analytics dashboard](https://claude.ai/analytics/code-review)** to see activity across your organization. The dashboard shows: + +- **PRs reviewed: **Daily count of pull requests reviewed over the selected time range. +- **Cost weekly: **Weekly spend on Code Review. +- **Feedback: **Count of review comments that were auto-resolved because someone addressed the issue. +- **Repository breakdown: **Per-repo counts of PRs reviewed and comments resolved. + +--- + +## Troubleshooting + +#### Repositories don’t appear after installing the GitHub App + +If you’ve installed the Claude GitHub App but your repositories don’t appear in the admin panel: + +1. Confirm the Claude GitHub App has access to the repositories you expect. Go to your GitHub organization’s settings, find the Claude GitHub App under **Installed GitHub Apps**, and check whether it has access to all repositories or only selected ones. +2. If your organization uses GitHub Enterprise Cloud with Enterprise Managed Users (EMU), make sure the Claude GitHub OAuth App is authorized at the enterprise level. EMU enterprises can restrict which OAuth apps are approved, and the Claude app must be explicitly allowed. +3. Try disconnecting and reconnecting the GitHub integration. Go to **[Organization settings > Claude Code](https://claude.ai/admin-settings/claude-code)**, remove the repository configuration, and run through setup again. +4. If the issue persists, **[contact our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support)** with your organization name and GitHub organization name so we can investigate. + +#### Code Review doesn’t start on a new PR + +If no check run appears after opening a PR: + +- Confirm the repository is listed and enabled in your admin settings. +- Check the review trigger setting. If it’s set to Manual, you’ll need to comment “@claude review” on the PR to start a review. +- Make sure the PR isn’t a draft. Code Review doesn’t run on draft PRs. +- Verify the Claude GitHub App still has access to the repository in your GitHub organization’s settings. + +#### GitHub Enterprise Cloud with IP restrictions + +If your GitHub Enterprise Cloud organization restricts access by IP address, the Claude GitHub App may be unable to access your repositories. To fix this, **[enable IP allow list inheritance for installed GitHub Apps](https://docs.github.com/en/enterprise-cloud@latest/organizations/keeping-your-organization-secure/managing-security-settings-for-your-organization/managing-allowed-ip-addresses-for-your-organization#allowing-access-by-github-apps)** in your GitHub enterprise settings. The Claude GitHub App registers its IP ranges, so enabling this setting allows access without manual configuration. To **[add the ranges to your allow list manually](https://docs.github.com/en/enterprise-cloud@latest/organizations/keeping-your-organization-secure/managing-security-settings-for-your-organization/managing-allowed-ip-addresses-for-your-organization#adding-an-allowed-ip-address)** instead, or to configure other firewalls, see the **[Anthropic API IP addresses](https://platform.claude.com/docs/en/api/ip-addresses)**. + +#### GitHub Enterprise Server (self-hosted) + +Code Review currently requires repositories hosted on **[github.com](http://github.com)**, so self-hosted GitHub Enterprise Server isn’t supported yet. + +--- + +## Related resources + +- **[Plugins](https://code.claude.com/docs/en/discover-plugins)** — Browse the plugin marketplace, including a code-review plugin for running on-demand reviews locally before pushing. +- **[GitHub Actions](https://code.claude.com/docs/en/github-actions)** — Run Claude in your own GitHub Actions workflows for custom automation beyond Code Review. +- **[GitLab CI/CD](https://code.claude.com/docs/en/gitlab-ci-cd)** — Self-hosted Claude integration for GitLab pipelines. + +## Related Articles +- [Automated Security Reviews in Claude Code](https://support.claude.com/en/articles/11932705-automated-security-reviews-in-claude-code) +- [Claude Code usage analytics](https://support.claude.com/en/articles/12157520-claude-code-usage-analytics) +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Claude Code on the web](https://support.claude.com/en/articles/12618689-claude-code-on-the-web) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) diff --git a/claude/claude-code/launch-guides/14552382-your-first-day-in-claude-code.md b/claude/claude-code/launch-guides/14552382-your-first-day-in-claude-code.md new file mode 100644 index 0000000000000000000000000000000000000000..a5d5712c62d269754ccdd5f6b0f1f786e1d03e6b --- /dev/null +++ b/claude/claude-code/launch-guides/14552382-your-first-day-in-claude-code.md @@ -0,0 +1,133 @@ +--- +title: "Your first day in Claude Code" +title_slug: "your-first-day-in-claude-code" +source_url: "https://support.claude.com/en/articles/14552382-your-first-day-in-claude-code" +last_updated_iso: "2026-04-15T01:06:48Z" +article_id: "17023539" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Your first day in Claude Code + +_Last updated: 2026-04-15T01:06:48Z_ + +**Goal:** In about 15 minutes, you will install Claude Code, sign in, and complete your first AI-assisted change. This guide covers only what is needed on day one; links to deeper material appear at the end. + +--- + +## Step 1: Install Claude Code (2 minutes) + +Pick the command that matches your machine and paste it into a terminal. + +> **Tip:** Do not run the npm install with `sudo`, as this causes file-permission problems later. + +Verify the installation: + +``` +claude --version +``` + +--- + +## Step 2: Sign in (2 minutes) + +How you authenticate depends on how your organization has provisioned access. Pick one of the following: + +If you are unsure which method applies, check with your administrator or try `/login` first, which is the default for most organizations. + +--- + +## Step 3: Open a project (1 minute) + +``` +cd path/to/your/project claude +``` + +Claude Code reads your files on demand, so there is nothing to upload or attach. Simply start it from inside the repository you want to work on. + +--- + +## Step 4: Understand the one safety rule (1 minute) + +Claude will **always ask before changing a file or running a command.** When it proposes a change, you will see a diff and three choices: + +- **Yes** — apply this single change. +- **Yes, and don't ask again for edits** — auto-approve file edits for the remainder of the session. +- **No** — reject the change and explain why. + +You can press **Shift+Tab** at any time to cycle between modes (Plan → Accept Edits → default). If a change produces an unexpected result, your git history remains untouched until you commit, so `git checkout` will undo it. + +--- + +## Step 5: Five things to try first + +Copy and paste these into the prompt one at a time. Each example demonstrates a different core capability. + +#### 1. Get oriented + +``` +Give me a 5-bullet summary of what this codebase does and where the entry point is. +``` + +*Why this is useful:* It shows how Claude explores files on its own, without being pointed at specific paths. + +#### 2. Find something + +``` +Where is user authentication handled? Show me the file and the key function. +``` + +*Why this is useful:* It is often faster than `grep` when you do not know the exact symbol or filename. + +#### 3. Make a safe edit + +``` +Add a docstring to the function <name> in <file>. Keep it to 2 lines. +``` + +*Why this is useful:* It lets you practice reviewing and approving a diff on a low-risk change. + +#### 4. Fix something real + +``` +This test is failing: <paste the error>. Find the cause and fix it. +``` + +*Why this is useful:* This is the primary workflow—you describe the symptom, and Claude investigates and proposes a fix. + +#### 5. Let it handle git + +``` +Stage my changes and write a commit message that follows our existing style. +``` + +*Why this is useful:* Claude can run `git` on your behalf (with approval) and will match your repository's existing commit conventions. + +--- + +## Step 6: Before you finish for the day + +Run this once per project: + +``` +/init +``` + +This generates a `CLAUDE.md` file at your project root that captures your codebase's conventions. Claude reads it automatically at the start of every session, so future responses will already be tailored to your project. It is the single highest-value setup step you can take. + +--- + +## Next steps + +You have now installed Claude Code, authenticated, made an edit, and set up project memory. When you are ready to go further, the official documentation covers **[memory and CLAUDE.md](https://code.claude.com/docs/en/memory)**, **[built-in commands](https://code.claude.com/docs/en/commands)**, and **[interactive-mode shortcuts](https://code.claude.com/docs/en/interactive-mode)** in depth. + +If you ran into problems during install or login, see the **[troubleshooting guide](https://code.claude.com/docs/en/troubleshooting)**. + +## Related Articles +- [Give Claude context: CLAUDE.md and better prompts](https://support.claude.com/en/articles/14553240-give-claude-context-claude-md-and-better-prompts) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude-code/launch-guides/14552646-troubleshoot-claude-code-installation-and-authentication.md b/claude/claude-code/launch-guides/14552646-troubleshoot-claude-code-installation-and-authentication.md new file mode 100644 index 0000000000000000000000000000000000000000..5be15838478c0e609efca670a8a81e323fb82899 --- /dev/null +++ b/claude/claude-code/launch-guides/14552646-troubleshoot-claude-code-installation-and-authentication.md @@ -0,0 +1,67 @@ +--- +title: "Troubleshoot Claude Code installation and authentication" +title_slug: "troubleshoot-claude-code-installation-and-authentication" +source_url: "https://support.claude.com/en/articles/14552646-troubleshoot-claude-code-installation-and-authentication" +last_updated_iso: "2026-04-15T01:16:35Z" +article_id: "17023830" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Troubleshoot Claude Code installation and authentication + +_Last updated: 2026-04-15T01:16:35Z_ + +These ten issues account for the large majority of installation and authentication support tickets related to Claude Code. Each entry includes the most reliable fix. + +## 1. **claude: command not found** right after installing. + +The installer added `claude` to your PATH, but your current shell has not picked it up yet. Open a new terminal, or run `source ~/.zshrc` (or `~/.bashrc`). On Windows, close and reopen PowerShell. + +## 2. npm install fails with `EACCES` / permission denied. + +This usually means the install was run with `sudo`, or your global npm directory is root-owned. Do not use sudo. Instead, use the native installer (`curl -fsSL [https://claude.ai/install.sh](https://claude.ai/install.sh) | bash`), or fix npm's prefix with `npm config set prefix ~/.npm-global` and add that `bin` directory to your PATH. + +## 3. "Node version not supported" or silent crash on launch. + +Claude Code requires **Node 18 or later**. Check your version with `node -v`. If it is older, install a current version via `nvm install --lts`, or use the native installer, which bundles its own runtime and avoids this issue entirely. + +## 4. WSL: **claude** runs the Windows Node instead of Linux Node. + +Windows PATH leaks into WSL and overrides nvm. Prepend your Linux node to PATH in `~/.bashrc`: `export PATH="$HOME/.nvm/versions/node/$(nvm current)/bin:$PATH"` + +## 5. Installer hangs or fails behind a corporate network. + +The download host (`storage.googleapis.com`) is likely blocked. Set your proxy first with `export HTTPS_PROXY=[http://proxy.example.com:port](http://proxy.example.com:port)`, then re-run the installer. If that is not possible, ask your IT team for the offline package. + +## 6. **SELF_SIGNED_CERT_IN_CHAIN** or other TLS errors. + +Your company injects its own certificate. Point Node at the corporate CA bundle: `export NODE_EXTRA_CA_CERTS=/path/to/company-ca.pem` Add it to your shell profile so it persists. + +## 7. **/login** opens a browser but the terminal never finishes ("Waiting for authentication…"). + +This usually means the localhost callback is blocked, which is common over remote SSH, in devcontainers, or behind a strict firewall. Use the manual flow instead: copy the URL printed in the terminal, complete login in any browser, then paste the returned code back into the terminal. + +## 8. "Not authenticated" even though you set `ANTHROPIC_API_KEY`. + +There are three common causes: the key was exported in a different shell (run `echo` `$ANTHROPIC_API_KEY` to check), Claude Code has not yet been told to trust this key (it prompts once on first use; until you approve, `ANTHROPIC_API_KEY` takes precedence over any OAuth session only after that approval), or the key is a Console key but your organization requires SSO login instead. + +## 9. Bedrock / Vertex: "Could not load credentials." + +Claude Code uses the standard provider SDKs, so the fix is the same as for any AWS/GCP CLI tool. For Bedrock, confirm `aws sts get-caller-identity` works and `AWS_REGION` is set to a region where your model is enabled. For Vertex, confirm `gcloud auth application-default login` has been run and that `ANTHROPIC_VERTEX_PROJECT_ID` and `CLOUD_ML_REGION` are set. + +## 10. It installed and authenticated, but every request errors with 403 / "model not available." + +Your account exists but does not have access to the model Claude Code is requesting. For Enterprise seats, confirm that your seat is active in your organization's admin settings. On Bedrock or Vertex, confirm that the specific Claude model is enabled in that region or project. As a quick workaround, run `/model` and select a model you know you have access to. + +## Still stuck? + +Run `claude doctor` from your normal shell (not from inside a Claude session). It prints a diagnostic report you can attach to a support ticket. For the full list of known issues, see the **[troubleshooting guide](https://code.claude.com/docs/en/troubleshooting)**. + +## Related Articles +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Your first day in Claude Code](https://support.claude.com/en/articles/14552382-your-first-day-in-claude-code) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) diff --git a/claude/claude-code/launch-guides/14552983-models-usage-and-limits-in-claude-code.md b/claude/claude-code/launch-guides/14552983-models-usage-and-limits-in-claude-code.md new file mode 100644 index 0000000000000000000000000000000000000000..5bc157a2a558b7812c6b54e7bf65b9370a373fe3 --- /dev/null +++ b/claude/claude-code/launch-guides/14552983-models-usage-and-limits-in-claude-code.md @@ -0,0 +1,122 @@ +--- +title: "Models, usage, and limits in Claude Code" +title_slug: "models-usage-and-limits-in-claude-code" +source_url: "https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code" +last_updated_iso: "2026-04-15T01:05:49Z" +article_id: "17024198" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Models, usage, and limits in Claude Code + +_Last updated: 2026-04-15T01:05:49Z_ + +This guide explains which model you are using, how usage is metered, and how to keep long sessions within their context and usage limits. + +--- + +## How usage is metered + +How you signed in determines how usage is metered. Everything else about Claude Code behaves the same way regardless. + +If you signed in with an Enterprise seat, you generally do not need to think about tokens until you reach a limit. If you are using an API key, the **`/cost`** command shows your running spend for the current session. + +--- + +## Choosing a model + +Run **`/model`** at any time to see which models are available to your account and to switch between them. As a rough guide: + +- **Sonnet** is the default and is the right choice for the large majority of coding work. It is fast, capable, and cost-efficient. +- **Opus** offers deeper reasoning for harder problems such as large cross-cutting refactors, difficult debugging, or architectural decisions. It uses meaningfully more of your quota, so switch to it when you need it rather than leaving it on by default. +- **Haiku** is the fastest and cheapest option, well suited to quick lookups, simple edits, or high-volume scripted runs. + +You can change models mid-session without losing your conversation. A common pattern is to plan with Opus and execute with Sonnet. + +> **Note:** Exact model names, versions, and availability change over time. The `/model` command is always the source of truth for your account. + +--- + +## What actually consumes tokens + +Every turn sends three things to the model: + +1. **The conversation so far** — every previous message in this session. +2. **Project context** — your `CLAUDE.md` and any files Claude has read. +3. **Your new prompt.** + +Of these, the first item grows the fastest. A long debugging session in which Claude has read twenty files and produced fifteen diffs is carrying all of that on every subsequent message. This is where both cost and context limits originate. + +--- + +## Managing the context window + +The **context window** is the maximum amount of text the model can consider at once. Claude Code shows a live indicator of how full it is. When it fills up, Claude can no longer see the oldest parts of the conversation clearly and quality drops. + +Two commands keep it under control: + +- **`/clear`** wipes the conversation and starts fresh. Your `CLAUDE.md` and project files remain available; only the chat history is removed. Use this whenever you switch tasks, as it is the single most effective lever for both quality and cost. +- **`/compact`** summarizes the conversation so far into a short recap, freeing up space while preserving the essential context. Use this when you are mid-task and need to keep going. Claude Code also auto-compacts when you get close to the limit, so you will rarely hit a hard wall. + +**Rule of thumb:** use `/clear` when starting a new task, and `/compact` when continuing a long one. + +--- + +## Five habits that stretch your usage furthest + +Almost every "I burned through my limit by lunchtime" report traces back to one of these five. + +#### 1. Clear between tasks + +Every previous message is resent on every turn, so a session that has wandered through three unrelated problems pays for all three on each new message. + +**In practice:** you just finished debugging a login redirect and now want to write a database migration. Run `/clear` first. A simple test: if your next prompt would make perfect sense in a brand-new terminal, clear before sending it. Your `CLAUDE.md` and project files stay put; only the chat history goes. + +**One warning:** `/clear` cannot be undone. If you might still need something from the history, copy it out first or run `/compact` instead, which preserves a summary rather than wiping everything. + +#### 2. Match the model to the job + +Opus costs several times more per turn than Sonnet, and Sonnet more than Haiku. Spending Opus on routine work is the fastest way to drain a daily limit. + +**Reasonable defaults:** Sonnet for most coding (features, tests, known bugs, refactors); Opus when you're genuinely stuck or the change is wide (hard debugging, cross-cutting refactors, architecture calls); Haiku for quick mechanical work (renames, log lines, regex explanations, boilerplate). + +#### 3. Point at files instead of pasting them + +Anything you paste sits in context, in full, for the rest of the session. Referencing a file by path lets Claude read selectively and focus on the part you care about. + +**In practice:** instead of pasting `auth.ts`, write look at the `validateToken` function in `src/auth.ts` — mentioning the path lets Claude open and read selectively. (Note that the @ prefix injects the entire file plus its `CLAUDE.md` tree into context, so use a bare path when you are trying to *save* tokens.) For logs and stack traces, trim to the relevant 20 or 30 lines before pasting. For anything large (lockfiles, build logs, data dumps), put it on disk and reference the path. + +#### 4. Keep **CLAUDE.md** lean + +This file is prepended to *every* turn. Prompt caching means turns after the first are billed at the much cheaper cache-read rate, so the dollar cost is lower than the raw line count suggests, but it still occupies context-window space on every message. + +**The rule: two strikes, keep it tight.** Only add a note the second time you have to correct Claude on the same thing (first-time issues are usually one-offs). Keep the file under roughly 200 lines; if something new needs to go in and there's no room, something old has to come out. + +**When to update it:** right after a session where you had to correct Claude twice on the same thing. That's when the fix is fresh and takes a minute to write down. Every few weeks, read the whole file and delete anything that is no longer true or whose purpose you can't remember. Stale notes are worse than missing notes because they actively misdirect Claude. + +#### 5. Ask for a plan before big changes + +A plan costs a few hundred tokens. A wrong 400-line diff that you revert and regenerate costs thousands, twice, plus the turns spent explaining what went wrong. **In practice:** for anything touching more than two or three files, switch to Plan Mode or just ask: "Before changing anything, list the files you'll touch and what you'll do in each." Read the list, correct it in plain English ("skip `legacy/`, and don't touch the tests yet"), then let it execute. + +**Pro tip: plan with Opus, execute with Sonnet.** The highest-value use of Opus is writing the plan itself, where deeper reasoning actually pays off. Once a good plan exists, execution is mostly mechanical and Sonnet handles it at a fraction of the cost. This pattern is built in as `/model opusplan`, which uses Opus while planning and Sonnet for execution. Switching models doesn't clear the conversation, so Sonnet still sees everything Opus produced. + +--- + +## What to do when you reach a limit + +- **Enterprise seat users:** the message tells you when your window resets. In the meantime you can switch to a lighter model with `/model`, or, if your organization allows it, temporarily fall back to an API key. +- **API key users:** there is no usage cap, but check `/cost` and your Console or cloud-provider dashboard if spend is a concern. Unexpectedly high numbers almost always trace back to very long sessions that were never cleared. +- **Context window full** (which is different from a usage limit): run `/compact` to keep going, or `/clear` if the older history is no longer needed. + +--- + +## Quick reference + +## Related Articles +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) diff --git a/claude/claude-code/launch-guides/14553240-give-claude-context-claude-md-and-better-prompts.md b/claude/claude-code/launch-guides/14553240-give-claude-context-claude-md-and-better-prompts.md new file mode 100644 index 0000000000000000000000000000000000000000..3b71165b634e86c7cf7819cad661d5a9705ccf04 --- /dev/null +++ b/claude/claude-code/launch-guides/14553240-give-claude-context-claude-md-and-better-prompts.md @@ -0,0 +1,127 @@ +--- +title: "Give Claude context: CLAUDE.md and better prompts" +title_slug: "give-claude-context-claudemd-and-better-prompts" +source_url: "https://support.claude.com/en/articles/14553240-give-claude-context-claude-md-and-better-prompts" +last_updated_iso: "2026-04-15T01:20:31Z" +article_id: "17024481" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Give Claude context: CLAUDE.md and better prompts + +_Last updated: 2026-04-15T01:20:31Z_ + +Claude Code works well out of the box, but it becomes noticeably more effective once it knows your project's conventions and once you adopt a few prompting habits. This guide covers both. + +--- + +## Part 1 — CLAUDE.md: your project's memory + +#### What it is + +`CLAUDE.md` is a plain markdown file that Claude automatically reads at the start of **every** session in that directory. Think of it as the briefing you would give a capable new teammate on their first morning: how the team does things, what to avoid, and where the important pieces live. + +You do not need to reference it in prompts or attach it manually. If the file exists, Claude has already read it. + +#### Where it lives + +Claude looks in a few places and merges what it finds, from broad to specific: + +Most teams only need the project-root file. Commit it to git so the whole team benefits. + +#### How it's loaded (and what it costs) + +The files at and above your working directory are read at session start and delivered to Claude as a user message immediately after the system prompt (not embedded inside the system prompt itself). Subdirectory `CLAUDE.md` files are loaded on demand later, when Claude reads files in that subdirectory. There is no summarization or truncation, and it is not re-read from disk on each turn. If you edit the file mid-session, the change is picked up the next time you run `/compact` or open it via `/memory`; otherwise it takes effect on your next session. + +For Claude for Enterprise customers, the cost picture is better than "loaded on every request" might suggest. Claude Code applies Anthropic's prompt caching to `CLAUDE.md`. The first request in a session pays the full input-token price for the file; subsequent requests within roughly five minutes of each other hit the cache and are billed at the much lower cache-read rate. The cache is content-addressed, so any change to `CLAUDE.md` invalidates it and the next request pays full price again. + +In practice this means a sizeable `CLAUDE.md` costs full tokens once per session, plus once after any idle gap long enough for the cache to expire, rather than once per message. It is still worth keeping the file lean for context-window space and signal-to-noise, but you do not need to ration lines purely to control per-message spend. In the Enterprise usage dashboard, the file's footprint will show up almost entirely as cache-read tokens rather than standard input tokens. + +#### Getting started: run `/init` + +In any project, type `/init`. Claude will explore the codebase and draft a `CLAUDE.md` for you, covering build commands, test commands, a structure overview, and any conventions it detects. Review the draft, remove anything inaccurate, and commit it. This takes about five minutes and pays off permanently. + +#### What actually belongs in it + +Aim for a file that is short and signal-dense — under roughly 200 lines. Every line is loaded into context on every request, so each one should be worth its cost. + +**Worth including:** + +- **Commands** — how to build, test, lint, and run locally. Claude will execute these, so accuracy matters. +- **Conventions** — naming, error handling, file layout, and "we use X, not Y" decisions. +- **Architecture in three sentences** — what the major pieces are and how they communicate. +- **Hard constraints** — for example, "never write to the production database from tests," "all API routes need auth middleware," or "do not edit `generated/`." +- **Known gotchas** — the issues every new engineer trips on. + +**Not worth including:** + +- Full API documentation (Claude can read the code directly). +- Changelogs or history. +- Anything that is already obvious from the file tree. +- Aspirational rules the team does not actually follow. + +#### How often to update it + +Treat it like a living onboarding doc, not a spec. + +- **After `/init`** — review once to clean up the generated draft. +- **When Claude gets something wrong twice** — that is the signal a rule is missing. Add one line to address it. +- **When conventions change** — for example, a new framework, test runner, or set of lint rules. +- **Quarterly skim** — delete anything stale, since outdated instructions are worse than none. + +You can also add to it mid-session: open `/memory` to edit the file directly, or just ask Claude to "remember" a rule and it will append it to the right `CLAUDE.md` for you. + +--- + +## Part 2 — Prompting habits that pay off in Claude Code + +These are not generic prompt-engineering tips; they are the habits that matter most specifically when Claude is reading and editing a real codebase. + +#### 1. State the outcome, not the steps + +Claude can explore the codebase itself. Tell it *what* you want and *why*, and let it figure out *where*. + +❌ "Open `userService.ts`, find the `validate` function, add a null check on line 42." + +✅ "Users with no email are crashing the validation step. Make it handle that gracefully and add a test." + +#### 2. Give it the error, verbatim + +Paste the full stack trace rather than summarizing it. The exact filename, line number, and message are what allow Claude to find the right location quickly. + +#### 3. Scope big tasks with Plan Mode first + +For anything touching more than a couple of files, press **Shift+Tab** twice to cycle into plan mode (the first press enters acceptEdits) and ask: + +*"Plan how you'd add rate limiting to the public API. Don't change anything yet."* + +Review the plan, adjust it in conversation, then switch modes and say "do step 1." This catches misunderstandings before they turn into a twelve-file diff. + +#### 4. Point at files when you already know them + +Claude can search the codebase on its own, but if you already know the relevant file, say so — it is faster and uses fewer tokens. Use `@` to reference paths, for example `@src/auth/login.ts`. + +#### 5. Say what "done" looks like + +Examples include "tests pass," "matches the style of the other handlers," or "no new dependencies." Stating acceptance criteria up front is more efficient than several rounds of revision. + +#### 6. One task per conversation; `/clear` between them + +Long sessions accumulate noise. When you switch from "fix the login bug" to "refactor the billing module," run `/clear` and start fresh. Your `CLAUDE.md` carries the durable context forward, so the chat history does not need to. + +#### 7. Correct it like a colleague, not a search engine + +If the first answer is off, you do not need to rephrase the whole request. Simply say what is wrong — for example, *"That changes the public API; keep the signature the same."* Claude will keep everything else and adjust only that point. + +--- + +## Quick reference + +## Related Articles +- [Your first day in Claude Code](https://support.claude.com/en/articles/14552382-your-first-day-in-claude-code) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude-code/launch-guides/14553413-claude-code-cheatsheet.md b/claude/claude-code/launch-guides/14553413-claude-code-cheatsheet.md new file mode 100644 index 0000000000000000000000000000000000000000..0bb4c98c9bffde677bc01ea968000c766529b3be --- /dev/null +++ b/claude/claude-code/launch-guides/14553413-claude-code-cheatsheet.md @@ -0,0 +1,39 @@ +--- +title: "Claude Code cheatsheet" +title_slug: "claude-code-cheatsheet" +source_url: "https://support.claude.com/en/articles/14553413-claude-code-cheatsheet" +last_updated_iso: "2026-04-15T00:51:02Z" +article_id: "17024662" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Claude Code cheatsheet + +_Last updated: 2026-04-15T00:51:02Z_ + +This page collects the vocabulary, commands, and keyboard shortcuts that are worth committing to muscle memory. Keep it open in a browser tab (or printed beside your keyboard) during your first few weeks with Claude Code. Most of the friction new users hit comes from not knowing a command already exists for what they are trying to do, so a quick scan here before reaching for a workaround usually pays off. + +--- + +## Glossary + +--- + +## Commands + +Type `/` on an empty prompt to see every command available in your setup, including custom, plugin, and MCP-provided ones. The list below covers the built-in defaults (and the bundled skills that ship with every install) you will reach for most often while learning the tool. A few entries vary by platform and plan. + +--- + +## Keyboard shortcuts + +Shortcuts vary slightly by terminal and IDE. Press **`?`** inside a session for the exact list in your environment. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Code power user tips](https://support.claude.com/en/articles/14554000-claude-code-power-user-tips) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude-code/launch-guides/14553517-claude-code-common-developer-use-cases.md b/claude/claude-code/launch-guides/14553517-claude-code-common-developer-use-cases.md new file mode 100644 index 0000000000000000000000000000000000000000..4c955bd495f9b244e112435634b19adabab050dc --- /dev/null +++ b/claude/claude-code/launch-guides/14553517-claude-code-common-developer-use-cases.md @@ -0,0 +1,175 @@ +--- +title: "Claude Code: Common developer use cases" +title_slug: "claude-code-common-developer-use-cases" +source_url: "https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases" +last_updated_iso: "2026-04-15T00:05:38Z" +article_id: "17024784" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Claude Code: Common developer use cases + +_Last updated: 2026-04-15T00:05:38Z_ + +Claude Code is a command-line agent that runs in your terminal, reads your repository, edits files, executes commands, and requests confirmation before performing potentially destructive actions. It is designed to assist at every stage of the software development lifecycle—from exploring an unfamiliar codebase to shipping and maintaining production code. + +The table below summarizes where Claude Code fits across the development lifecycle. The remainder of this article walks through the ten tasks developers most frequently use it for, with a sample prompt and expected result for each. + +## How to use this guide + +Each use case below includes when to use it, an example prompt, and the expected result. No configuration is required for any of them except §9 (issue-tracker integration), which requires a one-time MCP connector setup. + +Use cases are ordered roughly by how early most developers encounter them. Select the one that matches your current task. + +--- + +## Use cases + +#### 1. Fix a failing test + +**When to use this:** A test is failing and the cause is not immediately obvious. Use this to have Claude Code locate the root cause and propose a fix without you needing to identify the source file first. + +**Example prompt:** + +``` +> the tests in tests/auth.test.ts are failing, can you figure out why and fix them +``` + +**Expected result:** Claude Code reads the test file, traces the code path through the modules under test, identifies the mismatch, and proposes an edit. After you approve the change, it re-runs the test suite to confirm the fix. + +#### 2. Understand unfamiliar code + +**When to use this:** You need to understand how a module, function, or subsystem works before making changes—for example, when inheriting code or reviewing an unfamiliar area. + +**Example prompt:** + +``` +> walk me through how the payment retry logic works +``` + +**Expected result:** Claude Code locates the relevant files, reads the implementation, and explains the control flow in plain language: entry points, decision branches, edge cases, and how the code connects to the rest of the system. Ask follow-up questions (e.g., “where does X get set”) to drill deeper. + +## 3. Find where something happens + +**When to use this:** You know a behavior exists in the codebase but cannot locate it via filename or simple text search. + +**Example prompt:** + +``` +> where do we validate email addresses in this codebase? I want to add a new rule +``` + +**Expected result:** Claude Code searches the repository, opens candidate files, and returns file paths and line numbers with enough surrounding context to identify the correct match. If multiple locations exist, it indicates which one is the source of truth. + +#### 4. Triage an error or stack trace + +**When to use this:** You have a runtime error, stack trace, or log output and need to map it back to the responsible code. + +**Example prompt:** + +``` +<table class="prompt"> <colgroup> <col style="width: 100%" /> </colgroup>
<tbody> <tr class="odd"> <td>> getting this in production:<br />
TypeError: Cannot read properties of undefined (reading 'sessionId')<br />
at validateSession (src/auth/session.ts:47)<br /> at middleware
(src/auth/middleware.ts:12)<br /> what's going on?</td> </tr> </tbody>
</table> +``` + +**Expected result:** Claude Code reads the files referenced in the trace, explains what is undefined and why, and proposes a fix. For errors without a clean stack trace, paste any available log output and Claude Code will reconstruct the failure from context. + +#### 5. Refactor with a plan + +**When to use this:** A change spans multiple files and you want to review the full scope before any edits are made. + +**Prerequisite:** Press **Shift+Tab** until the mode indicator shows “plan." + +**Example prompt:** + +``` +> refactor the auth module to use the new session store instead of SessionCache +``` + +**Expected result:** Claude Code analyzes the code and produces a numbered plan listing every file it will modify and the change in each. You can approve the plan as-is or amend it (e.g., “don’t touch the logout route”). No files are edited until you approve. + +**Reference:** **[Permissions](https://code.claude.com/docs/en/permissions)** + +#### 6. Write tests for existing code + +**When to use this:** A source file lacks coverage, or you need additional edge-case tests that match your project’s existing test conventions. + +**Example prompt:** + +``` +> add tests for @src/billing/invoice.ts — cover the edge cases around partial refunds. match the style of the existing tests in tests/billing/ +``` + +**Expected result:** Claude Code reads both the source file and the reference test directory, generates a new test file in the existing style, and runs it to confirm the tests pass. If obvious coverage gaps remain, it flags them and asks whether to address them. + +#### 7. Review a pull request + +**When to use this:** You need to review or summarize a PR, particularly in an area of the codebase you do not know well. + +**Prerequisite:** GitHub CLI authenticated (run `gh auth login` once). + +**Example prompt:** + +``` +> /pr https://github.com/example/api/pull/4471
> is the error handling solid? +``` + +**Expected result:** Claude Code fetches the diff, review comments, and CI status, then reads the changed files in their full repository context. It can produce a focused review, draft review comments, verify a specific concern, or summarize the PR. + +#### 8. Onboard to a new repository + +**When to use this:** You are working in a repository for the first time and need a structured overview of its architecture, build commands, and conventions. + +**Example prompt:** + +``` +<table class="prompt"> <colgroup> <col style="width: 100%" /> </colgroup>
<tbody> <tr class="odd"> <td>> /init<br /> > give me a tour of this
codebase — where's the entry point, how is it structured, what should I
read first</td> </tr> </tbody> </table> +``` + +**Expected result:** `/init` scans the project and writes a `CLAUDE.md` file summarizing build commands, architecture, and conventions. The follow-up tour prompt produces a guided walkthrough of the project structure. Project context remains loaded for the rest of the session. + +**Reference:** **[Memory and CLAUDE.md](https://code.claude.com/docs/en/memory)** + +#### 9. Work an issue end to end + +**When to use this:** You want to read a ticket, implement the fix, and validate it in a single conversation without switching tools. + +**Prerequisite:** Issue tracker connected via MCP (one-time `.mcp.json` configuration). + +**Example prompt:** + +``` +<table class="prompt"> <colgroup> <col style="width: 100%" /> </colgroup>
<tbody> <tr class="odd"> <td>> what's the top-priority issue assigned
to me?<br /> > go ahead and fix it</td> </tr> </tbody> </table> +``` + +**Expected result:** Claude Code queries the issue tracker, reads the ticket, locates the relevant code, proposes a fix, and runs the tests. The session ends with a reviewable diff and the context needed to close the ticket. + +**Reference:** **[MCP](https://code.claude.com/docs/en/mcp)** + +#### 10. Turn a recurring task into a Skill + +**When to use this:** You repeat the same multi-step prompt regularly (pre-commit checks, standup summaries, PR descriptions, release notes) and want to make it reusable for the whole team. + +**Example prompt:** + +``` +> make me a /ship skill that runs the tests, runs the linter, looks at git diff, and drafts a conventional-commit message — then shows me the message without committing +``` + +**Expected result:** Claude Code writes a `SKILL.md` file to `.claude/skills/ship/`. The `/ship` command is available immediately, with no restart required, and is shared with anyone who clones the repository. (The legacy `.claude/commands/` path is still supported, but skills are the recommended form.) + +**Reference:** **[Skills](https://code.claude.com/docs/en/skills)** + +## Appendix: Quick reference + +## Appendix: Resource directory + +For details on `/init`, @-references, permission modes, skills, MCP, and hooks, see **[code.claude.com/docs](https://code.claude.com/docs)**. Claude Code ships frequently—verify version-specific details against **[code.claude.com/docs](https://code.claude.com/docs)** before distributing internally. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code power user tips](https://support.claude.com/en/articles/14554000-claude-code-power-user-tips) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude-code/launch-guides/14554000-claude-code-power-user-tips.md b/claude/claude-code/launch-guides/14554000-claude-code-power-user-tips.md new file mode 100644 index 0000000000000000000000000000000000000000..ec178be0f10c1e8163e0a889c7da46710b2f6394 --- /dev/null +++ b/claude/claude-code/launch-guides/14554000-claude-code-power-user-tips.md @@ -0,0 +1,409 @@ +--- +title: "Claude Code power user tips" +title_slug: "claude-code-power-user-tips" +source_url: "https://support.claude.com/en/articles/14554000-claude-code-power-user-tips" +last_updated_iso: "2026-04-15T01:12:53Z" +article_id: "17025313" +breadcrumbs: + - "Claude Code" + - "Launch guides" +--- + +# Claude Code power user tips + +_Last updated: 2026-04-15T01:12:53Z_ + +This article collects workflow tips from the Claude Code team at Anthropic. These practices cover parallel execution, planning, automation, verification, and customization—the patterns the team uses every day to ship code faster. Everyone’s setup is different, so experiment to see what works for you. + +> **Important:** The single most impactful tip in this guide is **verification**—giving Claude a way to check its own output. If you only adopt one practice, make it that one. See the **[Verification](#h_7dd53c5c29)** section below. + +> **Before you start: scope of this guide** +> +> These are power-user patterns collected from individual engineers on the Claude Code team. As a result: +> +> - Most commands shown here ship with Claude Code: /color and /btw are **built-in commands**, and /simplify and /loop are **bundled skills** that ship with the CLI. See the **[commands reference](https://code.claude.com/docs/en/commands)** and **[skills](https://code.claude.com/docs/en/skills)**. You can build your own skills by adding a SKILL.md file under .claude/skills/
---
name: worktree-worker
model: haiku
isolation: worktree
--- +``` + +Then prompt naturally: *“Migrate all sync IO to async. Batch the changes and launch 10 parallel agents with worktree isolation. Each agent should test its changes end to end, then put up a PR.”* + +#### /batch for large migrations + +The `/batch` command interviews you about a migration, then fans the work out to as many worktree agents as needed — dozens, hundreds, or more. Each agent works in isolation, tests its own changes, and creates a PR independently. + +``` +> /batch migrate src/ from Solid to React +``` + +--- + +## Planning before building + +#### Start complex tasks in plan mode + +Press **Shift+Tab** to cycle into plan mode. Pour your effort into the plan so Claude can one-shot the implementation. The typical flow is: enter plan mode → refine the plan → switch to auto-accept edits → Claude executes. + +A few patterns from the team: + +- Have one Claude write a plan, then spin up a second Claude to review it as a staff engineer. +- The moment something goes sideways, switch back to plan mode and re-plan rather than course-correcting mid-stream. +- After plan mode, Claude **automatically names your session** based on what you’re working on—you can also set a name upfront with `claude --name "auth-refactor"`. + +#### Use Opus with thinking for everything + +Claude Code team’s reasoning: *“It’s the best coding model I’ve ever used, and even though it’s bigger & slower than Sonnet, since you have to steer it less and it’s better at tool use, it is almost always faster than using a smaller model in the end.”* + +**The math:** less steering + better tool use = faster overall results, even with a larger model. + +#### Effort level + +Run /effort to choose your effort level. The available levels are **low** (fewer tokens, faster), **medium**, **high** (more tokens, more intelligence), **max**, and **auto** (Claude chooses per request). The default is **high** on Team, Enterprise, and direct API access, and **medium** on other plans. The Claude Code team uses high for everything; switch to /effort max for hard debugging or architecture decisions where you want Claude to reason for as long as it needs. Max burns through usage limits faster, so activate it per session. + +--- + +## Prompting effectively + +Don’t accept the first solution—push Claude to do better. A few prompts that work well: + +- **“Grill me on these changes and don’t make a PR until I pass your test.”** Forces Claude to validate your understanding before shipping. +- **“Prove to me this works.”** Have Claude diff behavior between `main` and your feature branch. +- **“Knowing everything you know now, scrap this and implement the elegant solution.”** Useful after a mediocre first attempt. + +Write detailed specs to reduce ambiguity before handing work off. The more specific you are, the better the output. + +#### /btw for side questions + +While Claude is actively working, use `/btw` to ask a quick question without interrupting it. It’s single-turn with no tool calls, but has full context of the conversation. + +``` +> /btw what does the retry logic do? +``` + +--- + +## Learning with Claude + +Claude Code isn’t just for writing code—it’s a powerful learning tool when you configure it to explain and teach. + +- **Enable “Explanatory” or “Learning” output style** in `/config` to have Claude explain the *why* behind changes. +- **Generate visual HTML presentations** explaining unfamiliar code. +- **Ask for ASCII diagrams** of new protocols and codebases. +- **Build a spaced-repetition skill:** explain your understanding, Claude asks follow-ups to fill gaps. + +--- + +## CLAUDE.md and memory + +#### Invest in your CLAUDE.md + +Share a single `CLAUDE.md` file at your repo root, checked into git, with the whole team contributing. The key practice: **anytime Claude does something incorrectly, add it to CLAUDE.md** so it knows not to repeat the mistake. + +After every correction, end with: *“Update your CLAUDE.md so you don’t make that mistake again.”* Claude is very good at writing rules for itself. + +#### @claude in Code Reviews + +Install the GitHub Action with `/install-github-app`, then tag `@claude` in PR comments to add learnings to `CLAUDE.md` as part of the review: + +``` +nit: use a string literal, not ts enum @claude add to CLAUDE.md to never use enums, always prefer literal unions +``` + +This is “Compounding Engineering”—each correction makes every future session better. + +#### Auto-memory + +Run `/memory` to configure Claude Code’s built-in memory system. + +**Auto-memory** automatically saves preferences, corrections, and patterns between sessions. Memories are written to ~/.claude/projects/
{
"matcher": "Write|Edit",
"hooks": [{ "type": "command", "command": "bun run format || true" }]
}
] +``` + +--- + +## Permissions and safety + +#### Pre-approve common commands + +Run `/permissions` to pre-allow common safe commands and check them into your team’s `.claude/settings.json`. This is the **recommended alternative** to skipping permissions entirely — you get fewer prompts while keeping an auditable allowlist. **Full wildcard syntax is supported**—try `"Bash(bun run *)"` or `"Edit(/docs/**)"`. + +Claude Code’s permission system layers prompt-injection detection, static analysis, sandboxing, and human oversight. A small set of safe commands is pre-approved out of the box; everything you add via `/permissions` is additive to that baseline. + +#### Auto mode + +Auto mode lets Claude make permission decisions on your behalf. Classifiers evaluate each action before it runs — safe operations get auto-approved, risky ones still get flagged. Enable it with `claude --enable-auto-mode`; once enabled, **Shift+Tab** cycles `default → acceptEdits → plan → auto` during a session. Without that flag, the cycle is `default → acceptEdits → plan`. + +#### Sandboxing + +Run `/sandbox` to opt into Claude Code’s open-source sandbox runtime. It runs on your machine and supports both **file and network isolation**, improving safety while reducing permission prompts. Three modes are available: + +- Sandbox BashTool, with auto-allow +- Sandbox BashTool, with regular permissions +- No sandbox + +#### Long-running tasks + +For very long-running tasks, ensure Claude can work uninterrupted. Recommended approaches: + +- Prompt Claude to verify with a background agent when done. +- Use an agent `Stop` hook for deterministic checks (preferred for auditable workflows). +- Use the “ralph-wiggum” community plugin. + +For sandboxed environments, use `--permission-mode=dontAsk` or `--dangerously-skip-permissions` to avoid blocks. + +--- + +## Scheduled and recurring tasks + +#### /loop for local recurring tasks + +`/loop` schedules a recurring task locally for up to 3 days at a time. A few examples the Claude Code team runs: + +``` +/loop 5m /babysit # auto-address review, rebase, shepherd PRs /loop 30m /slack-feedback # auto put up PRs for Slack feedback /loop 1h /pr-pruner # close out stale PRs +``` + +#### /schedule for Cloud Jobs + +Unlike `/loop`, scheduled jobs run in the **cloud** — they keep working even when your laptop is closed. + +``` +> /schedule a daily job that looks at all PRs shipped since yesterday and updates our docs based on the changes. Use the Slack MCP to message #docs-update with the changes +``` + +> **Note:** Experiment with turning your most common workflows into a skill + a loop. It’s powerful. + +--- + +## Mobile and remote control + +#### Work from your phone + +Claude Code has a **mobile app**—download the Claude app for iOS/Android and tap the Code tab. An **iMessage plugin** is also available (`/plugin install imessage@claude-plugins-official`) to send tasks from any Apple device. + +#### Teleport sessions between devices + +Move sessions back and forth between mobile, web, desktop, and terminal: + +- `claude --teleport` (or `/teleport` from inside a session) continues a cloud session on your machine. +- `/remote-control` lets you control a local session from your phone or the web. +- `claude remote-control` lets you spawn a new local session from the mobile app. *Availability: Pro, Max, Team, and Enterprise plans on CLI v2.1.51+.* + +You can also enable **“Enable Remote Control for all sessions”** in `/config`. + +#### Claude Cowork Dispatch + +Dispatch is a secure remote control for the Claude Desktop app. It can use your MCPs, browser, and computer with your permission—useful for catching up on Slack and emails, managing files, and doing things on your laptop when you’re away from it. + +--- + +## Tool integrations (MCP) + +Connect Claude to your existing tools so it can search Slack, run BigQuery, grab Sentry logs, and more. Add MCP servers via claude mcp add or the "mcpServers" block in settings.json — see **[code.claude.com/docs/en/mcp](https://code.claude.com/docs/en/mcp)** for configuration. + +#### Data and analytics + +Ask Claude to use the `bq` CLI to pull and analyze metrics on the fly—keep a BigQuery skill checked into your codebase. The Claude Code team's take: “Personally, I haven’t written a line of SQL in 6+ months.” This works for any database that has a CLI, MCP, or API. + +#### Bug fixing + +Enable the Slack MCP, paste a bug thread into Claude, and just say **“fix”**—zero context switching. Or say **“go fix the failing CI tests”** without micromanaging how. Point Claude at **docker logs** to troubleshoot distributed systems—it’s surprisingly capable at this. + +#### Plugins + +Plugins bundle LSPs (available for every major language), MCPs, skills, agents, and custom hooks. Install from the official Anthropic plugin marketplace, or stand up an internal marketplace for your organization—then check the marketplace reference into `settings.json` so it’s auto-added for every developer. Run `/plugin` to get started. + +--- + +## Customizing your environment + +#### Terminal setup + +Run `/config` to set light/dark mode and /terminal-setup to enable **Shift+Enter** for newlines in IDE terminals, Warp, or Alacritty (Apple Terminal is not supported by `/terminal-setup`). For Vim keybindings, open `/config` → Editor mode. The team recommends **Ghostty** for synchronized rendering and 24-bit color. + +#### Status line, color, and keybindings + +- `/statusline` generates a custom status line based on your `.bashrc`/`.zshrc`—show model, directory, remaining context, cost, or anything else. +- `/color` changes the prompt input color—useful when you have 3–5 sessions open and need to tell them apart at a glance. +- `/keybindings` remaps any key. Settings live-reload and are stored in `~/.claude/keybindings.json`. + +#### Voice input + +Voice mode is available to all users, including Claude Code Desktop and Cowork. Most of the Claude Code team's coding is done by speaking—you speak roughly 3× faster than you type, and your prompts get more detailed as a result. + +- **CLI:** run `/voice` then hold the space bar +- **Desktop:** press the voice button (microphone icon) +- **iOS:** enable dictation in your system settings +- **macOS native:** hit fn×2 for system dictation in any terminal + +#### Web sessions + +Beyond the terminal, run additional sessions on [claude.ai/code](https://claude.ai/code). Use the `&` command to background a session, or the `--teleport` flag to switch contexts between local and web. + +#### Output styles + +Run `/config` and set an output style. **Explanatory** has Claude explain frameworks and patterns as it works (great for new codebases). **Learning** has Claude coach you through changes. You can also create **custom** styles to adjust Claude’s voice. + +#### Spinner verbs + +It’s the little things that make Claude Code feel personal. Ask Claude to customize your spinner verbs to add to or replace the default list. Check the `settings.json` into source control to share verbs with your team. + +#### Customize everything + +Claude Code is built to work great out of the box, but when you do customize, **check `settings.json` into git** so your team benefits too. Configuration is supported per-codebase, per-subfolder, per-user, or via enterprise-wide policies. + +**By the numbers:** dozens of settings and environment variables—see the **[settings reference](https://code.claude.com/docs/en/settings)**. Use the `"env"` field in `settings.json` to avoid wrapper scripts. + +--- + +## SDK and multi-repo work + +#### --bare for Faster SDK Startup + +By default, `claude -p` (and the TypeScript/Python SDKs) searches for local `CLAUDE.md` files, settings, and MCPs. For non-interactive usage, you usually want to specify these explicitly via `--system-prompt`, `--mcp-config`, `--settings`, etc. Add `--bare` for roughly 10× faster startup: + +``` +claude -p "summarize this codebase" \
--output-format=stream-json \
--verbose \
--bare +``` + +> **Note:** This was a design oversight when the SDK was first built. In a future version, the default will flip to `--bare`. For now, opt in with the flag. + +#### --add-dir for multi-repo work + +When working across repositories, use `--add-dir` (or `/add-dir`) to give Claude access and permissions to additional folders. Or add `"additionalDirectories"` to your team’s `settings.json` to always include them. + +#### Forking a session + +To branch off an existing session, run `/branch` from inside it, or `claude --resume
# Set machine-wide settings (recommended)
New-Item -Path "HKLM:\SOFTWARE\Policies\Claude" -Force
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "disableAutoUpdates" -Value 0 -Type DWord
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "autoUpdaterEnforcementHours" -Value 72 -Type DWord
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "isDesktopExtensionEnabled" -Value 1 -Type DWord
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "isDesktopExtensionDirectoryEnabled" -Value 1 -Type DWord
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "isLocalDevMcpEnabled" -Value 1 -Type DWord
Set-ItemProperty -Path "HKLM:\SOFTWARE\Policies\Claude" -Name "isClaudeCodeForDesktopEnabled" -Value 1 -Type DWord
``` +``` + +--- + +## Enterprise Policy Options + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Use enterprise search](https://support.claude.com/en/articles/12489464-use-enterprise-search) +- [Deploy Claude Desktop for macOS](https://support.claude.com/en/articles/12611117-deploy-claude-desktop-for-macos) +- [Deploy Claude Desktop for Windows](https://support.claude.com/en/articles/12622703-deploy-claude-desktop-for-windows) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) diff --git a/claude/claude-desktop/general/12622703-deploy-claude-desktop-for-windows.md b/claude/claude-desktop/general/12622703-deploy-claude-desktop-for-windows.md new file mode 100644 index 0000000000000000000000000000000000000000..fa34625a3f608843a06cb8be10da6edcf6f89bff --- /dev/null +++ b/claude/claude-desktop/general/12622703-deploy-claude-desktop-for-windows.md @@ -0,0 +1,81 @@ +--- +title: "Deploy Claude Desktop for Windows" +title_slug: "deploy-claude-desktop-for-windows" +source_url: "https://support.claude.com/en/articles/12622703-deploy-claude-desktop-for-windows" +last_updated_iso: "2026-03-25T20:23:28Z" +article_id: "14163463" +breadcrumbs: + - "Claude Desktop" + - "General" +--- + +# Deploy Claude Desktop for Windows + +_Last updated: 2026-03-25T20:23:28Z_ + +Administrators on Team or Enterprise plans can deploy Claude Desktop automatically across their organization to manage installations and updates centrally. We offer MSIX packages for Windows deployments via Microsoft Intune, SCCM, Group Policy, or PowerShell, enabling secure, scalable distribution. + +## Installation requirements + +- For individual installations with full feature support including Cowork, administrator privileges are required. Users will see a Windows UAC prompt during installation. Users without admin access can still install Claude, but Cowork will not be available. Access the user-friendly installer from **[our download page](https://claude.com/download)**. +- For silent deployment without user interaction, use the MSIX package directly with your enterprise management tool. + +## Cowork requirements + +Claude Desktop for Windows requires the **[Virtual Machine Platform](https://support.microsoft.com/en-us/windows/enable-virtualization-on-windows-c5578302-6e43-4b4b-a449-8ced115f58e1)** to use Cowork. You can automate installation of this feature via most endpoint management solutions, but you may also run the following command to install it manually: + +``` +Enable-WindowsOptionalFeature -Online -FeatureName VirtualMachinePlatform -All -NoRestart +``` + +## Download + +- **[Claude MSIX (x64)](https://claude.ai/api/desktop/win32/x64/msix/latest/redirect)** +- **[Claude MSIX (arm64)](https://claude.ai/api/desktop/win32/arm64/msix/latest/redirect)** + +## Installation commands + +For manual installation on individual machines, use the following PowerShell commands: + +#### Install for single user + +``` +```powershell
Add-AppxPackage -Path "Claude.msix"
``` +``` + +For more details, see Microsoft's **[Add-AppxPackage](https://learn.microsoft.com/en-us/powershell/module/appx/add-appxpackage?view=windowsserver2022-ps)** documentation. + +#### Install for all users (provisions machine-wide) + +``` +```powershell
Add-AppxProvisionedPackage -Online -PackagePath "Claude.msix" -SkipLicense -Regions "all"
``` +``` + +For more details, see Microsoft's **[Add-AppxProvisionedPackage](https://learn.microsoft.com/en-us/powershell/module/dism/add-appxprovisionedpackage?view=windowsserver2022-ps)** documentation. + +## Deploy via MDM + +Claude Desktop can be deployed through various enterprise software distribution services. Choose the method that aligns with your organization's existing infrastructure: + +- **[Microsoft Intune](https://docs.microsoft.com/en-us/windows/msix/desktop/managing-your-msix-deployment-intune)** +- **[Microsoft Endpoint Configuration Manager (SCCM)](https://learn.microsoft.com/en-us/windows/msix/desktop/managing-your-msix-deployment-mem-adminconsole)** +- **[Group Policy Software Installation](https://learn.microsoft.com/en-us/troubleshoot/windows-server/group-policy/use-group-policy-to-install-software)** +- **[Deployment Image Servicing and Management (DISM.exe)](https://learn.microsoft.com/en-us/windows-hardware/manufacture/desktop/preinstall-apps-using-dism?view=windows-10)** +- **[PowerShell Scripts](https://learn.microsoft.com/en-us/windows/msix/desktop/powershell-msix-cmdlets)** + +## Configuration + +To configure Claude Desktop settings such as auto-updates, extensions, and MCP servers, see **[Enterprise configuration](https://support.claude.com/en/articles/12622667-enterprise-configuration)**. + +## Troubleshooting + +#### MSIX package not working with AppLocker? + +By default, packaged apps may be restricted by AppLocker policies. Ensure your AppLocker rules allow MSIX packages, or add Claude Desktop to your allowed applications list. Consult your organization's security policies before making changes. + +## Related Articles +- [Install Claude Desktop](https://support.claude.com/en/articles/10065433-install-claude-desktop) +- [Deploy Claude Desktop for macOS](https://support.claude.com/en/articles/12611117-deploy-claude-desktop-for-macos) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) diff --git a/claude/claude-desktop/general/12626668-use-quick-entry-with-claude-desktop-on-mac.md b/claude/claude-desktop/general/12626668-use-quick-entry-with-claude-desktop-on-mac.md new file mode 100644 index 0000000000000000000000000000000000000000..bbb3e7d1c6f88e87da3225d447e3b7a69921732e --- /dev/null +++ b/claude/claude-desktop/general/12626668-use-quick-entry-with-claude-desktop-on-mac.md @@ -0,0 +1,155 @@ +--- +title: "Use quick entry with Claude Desktop on Mac" +title_slug: "use-quick-entry-with-claude-desktop-on-mac" +source_url: "https://support.claude.com/en/articles/12626668-use-quick-entry-with-claude-desktop-on-mac" +last_updated_iso: "2026-03-16T20:58:22Z" +article_id: "14169419" +breadcrumbs: + - "Claude Desktop" + - "General" +--- + +# Use quick entry with Claude Desktop on Mac + +_Last updated: 2026-03-16T20:58:22Z_ + +Quick entry is a redesigned experience for Claude Desktop on Mac that lets you access Claude instantly from anywhere on your computer. With quick entry, you can start chats, capture screenshots, share application windows, and use voice dictation to interact with Claude without navigating away from your current task. + +> Quick entry is available to all Claude users (free, Pro, Max, Team, and Enterprise plans) using Claude Desktop on macOS. + +## Key features + +Quick entry includes three main capabilities: + +- **Instant access**: Double-tap the Option key to open Claude from any app. +- **Visual context**: Capture screenshots or click application windows to share what you're working on. +- **Voice input**: Press Caps Lock to dictate your message to Claude with real-time transcription. + +## System requirements + +To use quick entry, you need: + +- macOS 12 or later for quick entry features +- macOS 14 or later for voice dictation +- Claude Desktop installed and running (can be in the background) + +## Setting up quick entry + +When you first open the updated version of Claude Desktop, you'll see a prompt to enable quick entry shortcuts. + +#### Enable the chat shortcut + +1. Check the box for **Turn on shortcut** in the quick entry prompt. +2. Click "Continue." +3. Double-tap the Option key to test the shortcut. +4. Moving forward, manage this in Settings > General (under **Desktop app**). + +Once enabled, double-tapping Option will open a text box where you can type your message and start a new chat. You can also click "New chat" to see your five most recent conversations. + + + +#### Enable the voice shortcut (optional) + +The voice dictation shortcut is disabled by default because it takes over your Caps Lock key. + +To enable voice dictation: + +1. Check the box for **Turn on shortcut** in the voice dictation prompt. +2. Click "Continue." +3. Press Caps Lock once to start dictating. +4. Press Caps Lock again when you're finished speaking. +5. Click the arrow to send your transcribed message to Claude. +6. Moving forward, manage this in Settings > General (under **Desktop app**). + +## Using quick entry + +#### Start a quick conversation + +1. Double-tap the Option key from any application. +2. Type your message in the text box that appears. +3. Click the arrow icon or press Enter to send your message to Claude. + +#### Capture a screenshot + +1. Open quick entry by double-tapping the Option key. +2. A "Drag to take a screenshot" prompt will appear by your cursor. +3. Click and drag to select the area of your screen you want to screenshot. +4. The screenshot will be attached to your message to Claude. + +#### Share an application window + +1. Open quick entry by double-tapping the Option key. +2. Click an application window to attach its contents to your message. +3. Add any additional context or questions. +4. Send your message to Claude. + +#### Use voice dictation + +1. Press Caps Lock to start dictating (if enabled). +2. Speak your message—you'll see your words transcribed in real-time. +3. Press Caps Lock again to stop dictating. +4. Review your transcribed message. +5. Click the arrow to send it to Claude. + +## Customizing shortcuts + +You can customize quick entry shortcuts in your Claude Desktop settings. + +1. Open Claude Desktop. +2. Go to Settings > General (under **Desktop app**). +3. Choose from the following next to **Quick access shortcut**: + - Double-tap Option (default) + - Option + Space + - Custom keyboard shortcut +4. Click the dropdown next to **Voice shortcut** to: + - Enable Caps Lock for voice input + - Set a custom keyboard shortcut + - Disable the shortcut entirely + +## Permissions + +Quick entry requires certain macOS permissions to function: + +- **Screen recording**: Required to capture screenshots and share application windows. +- **Accessibility**: Required for quick entry functionality. +- **Speech recognition**: Required for voice dictation (macOS 14+ only). + +You can review or change these permissions in System Settings > Privacy & Security. + +## Common use cases + +Quick entry is designed for moments when you need Claude's help without breaking your flow: + +- **Code review**: Share error messages or application windows directly with Claude for debugging assistance. +- **Quick answers**: Get instant assistance from Claude without switching away from your current task. +- **Research and writing**: Capture screenshots while browsing and ask contextual questions. +- **Brainstorming**: Use voice dictation for hands-free ideation while thinking or moving around. + +## FAQ + +#### Do I need to keep Claude Desktop open to use quick entry? + +Yes. Claude Desktop needs to be running on your Mac, but it can run in the background. You don't need to have the Claude window visible. + +#### Can I use quick entry on Windows? + +No. Quick entry is currently only available for macOS users. Windows users can still access Claude Desktop, but without the quick entry features. + +#### Is my voice recorded when I use dictation? + +Voice dictation transcribes your speech to text in real-time. The transcribed text is sent to Claude as part of your message, just like any other text input. + +#### Can I disable quick entry after enabling it? + +Yes. You can disable quick entry shortcuts at any time in Settings > General > Desktop App. You can turn off the quick access shortcut, voice shortcut, or both. + +#### What if the shortcuts conflict with other apps? + +You can customize the quick access shortcut to use Option + Space or create a custom keyboard shortcut that doesn't conflict with your other applications. The voice shortcut can only use Caps Lock or be disabled. + +## Related Articles +- [Install Claude Desktop](https://support.claude.com/en/articles/10065433-install-claude-desktop) +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Deploy Claude Desktop for macOS](https://support.claude.com/en/articles/12611117-deploy-claude-desktop-for-macos) diff --git a/claude/claude-for-education/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins.md b/claude/claude-for-education/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins.md new file mode 100644 index 0000000000000000000000000000000000000000..940549e8672194570e95e6d3b430500d1c225edb --- /dev/null +++ b/claude/claude-for-education/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins.md @@ -0,0 +1,83 @@ +--- +title: "Getting Started with Claude for Education at Your University (for Owners/Admins)" +title_slug: "getting-started-with-claude-for-education-at-your-university-for-ownersadmins" +source_url: "https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins" +last_updated_iso: "2026-03-16T21:19:11Z" +article_id: "12022335" +breadcrumbs: + - "Claude for Education" +--- + +# Getting Started with Claude for Education at Your University (for Owners/Admins) + +_Last updated: 2026-03-16T21:19:11Z_ + +This guide helps Admins, Owners, and Primary Owners set up and manage Claude for Education at universities. Account users can find more information in our [FAQs for student, faculty, and other users](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university). + +--- + +## Getting started + +Before setting up your Claude for Education account, review these essential resources: + +- [Important Considerations Before Enabling Single Sign-On (SSO) and JIT/SCIM Provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [Setting up Single Sign-On](https://support.claude.com/en/articles/13132885-setting-up-single-sign-on-sso) +- [Setting up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-setting-up-jit-or-scim-provisioning) + +Note the following information from [Important Considerations Before Enabling Single Sign-On (SSO) and JIT/SCIM Provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning): + +> When enforcing SSO on your Education account, there are two distinct categories to consider for existing users who are using their university email: +> +> 1. Users with existing Free/Pro/Team accounts who ARE added to your SSO application +> - These users will maintain access to their existing Free/Pro/Team accounts +> - They will have the ability to toggle between the Education account and their previous accounts by clicking the profile icon with their initials in the bottom left corner +> +> 2. Users with existing Free/Pro/Team accounts who are NOT added to your SSO application +> - If "Enforce SSO for Claude.ai" is NOT enabled: These users can still access their existing accounts using the "Continue with email" option +> - If "Enforce SSO for Claude.ai" IS enabled: These users will be unable to access their existing Free/Pro/Team accounts +> - Please note, these accounts are not deleted, but can no longer be accessed as the user is unable to login via SSO. + +## Enabling and Using Education Features + +After getting started with your plan, choose which Education features you’d like use and configure them in your account: + +- [Project visibility and sharing](https://support.claude.com/en/articles/9519189-project-visibility-and-sharing) +- [Using Google Drive Cataloging](https://support.claude.com/en/articles/11088779-using-google-drive-cataloging-on-the-enterprise-plan) +- [Setting Up Claude Integrations](https://support.claude.com/en/articles/10168395-setting-up-claude-integrations) +- [Enabling and Using Web Search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) + +Familiarize yourself with audit logs, data retention controls, and other administrative features: + +- [How to Access Audit Logs](https://support.claude.com/en/articles/9970975-how-to-access-audit-logs) +- [Purchasing and managing seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchasing-and-managing-seats-on-enterprise-plans) +- [Custom Data Retention Controls](https://support.claude.com/en/articles/10440198-custom-data-retention-controls-for-enterprise-plans) +- [Managing user feedback settings on Team and Enterprise plans](https://support.claude.com/en/articles/10504844-managing-user-feedback-settings-on-team-and-enterprise-plans) +- [How can I disable public projects?](https://support.claude.com/en/articles/9927533-how-can-i-disable-public-projects) + +## Setting Up Support Paths + +Anthropic Support assists Primary Owners and Owners directly. See [How to Get Support](https://support.claude.com/en/articles/9015913-how-to-get-support) for more information on your support options. + +Individual users should follow one of two paths to receive support: + +1. Self-serve with our [Help Center](https://support.claude.com/en/). +2. Escalate questions through university support channels. + +We recommend setting up a documented support channel for any user escalations prior to going live at your university. + +In addition, share the [FAQs on using Claude for Education at your university](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) to help users get started successfully. + +## Privacy and Data Retention + +Visit our [Privacy Center](https://privacy.claude.com/en/collections/10663361-commercial-customers) for comprehensive information about your account's data retention and handling. The Privacy Center includes: + +- FAQs on Anthropic's policies +- Terms of service details +- Privacy controls information + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso) +- [Switching to a different Identity Provider (IdP)](https://support.claude.com/en/articles/13443687-switching-to-a-different-identity-provider-idp) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) diff --git a/claude/claude-for-education/11139144-faqs-on-using-claude-for-education-at-your-university.md b/claude/claude-for-education/11139144-faqs-on-using-claude-for-education-at-your-university.md new file mode 100644 index 0000000000000000000000000000000000000000..1174fcd63dfe655cc11f1569b779338097da97c9 --- /dev/null +++ b/claude/claude-for-education/11139144-faqs-on-using-claude-for-education-at-your-university.md @@ -0,0 +1,145 @@ +--- +title: "FAQs on Using Claude for Education at Your University" +title_slug: "faqs-on-using-claude-for-education-at-your-university" +source_url: "https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university" +last_updated_iso: "2026-03-16T21:06:36Z" +article_id: "12022417" +breadcrumbs: + - "Claude for Education" +--- + +# FAQs on Using Claude for Education at Your University + +_Last updated: 2026-03-16T21:06:36Z_ + +This guide helps you use Claude for Education through your university-sponsored account. Find resources and answers to frequently asked questions about getting started, optimizing usage, and troubleshooting issues. + +--- + +## What Features Are Included in My University-Sponsored Education Plan? + +Your university-sponsored Claude for Education account includes: + +- **Enhanced context window:** Upload hundreds of pages of text (up to 500k tokens when using specific models) for analyzing lengthy academic papers, research documents, and datasets. +- **Advanced models:** Access to the newest, most advanced Claude models. +- **Projects feature:** Create and organize multiple related conversations with shared knowledge bases. +- **Increased usage limits:** More messages per day compared to individual plans. +- **Priority access:** Priority access during high-traffic periods. +- **File uploads:** Analyze various document types including PDFs, DOCX, CSV, TXT, HTML, and more. + +> **Note:** Your university may have customized certain features or applied specific policies. Check with your university's IT department for institution-specific guidelines. + +## What Can I Use Claude for as a Student? + +Claude can be a valuable assistant for numerous academic tasks: + +- Generate research questions based on your topic +- Help analyze academic papers +- Find gaps in your literature review +- Suggest methodological approaches + +- Outline papers and essays +- Provide feedback on drafts +- Help with citations and bibliographies +- Suggest ways to improve clarity and structure + +- Create practice questions on course material +- Explain complex concepts in simpler terms +- Generate study guides and flashcards +- Provide step-by-step explanations for problem-solving + +- Summarize notes +- Create to-do lists and study schedules +- Draft emails to professors or classmates +- Generate presentation outlines + +- Brainstorm ideas for projects +- Help develop characters or storylines +- Provide feedback on creative writing +- Generate metaphors or analogies for concepts + +> **Important:** Follow your university's academic integrity policies when using Claude. While Claude can help you understand material and improve your work, it should not be used to complete assignments that you're expected to do independently. + +## How do I access Claude on different devices? + +You can access Claude through multiple platforms to suit your needs: + +#### Web browser + +- Visit claude.ai on any web browser. +- Sign in with your university email. +- Works on both desktop and mobile browsers. + +#### Desktop application + +- Download Claude for Desktop for macOS or Windows. +- For macOS: Requires macOS 11 (Big Sur) or higher. +- For Windows: Requires Windows 10 or higher. +- Install by visiting the [Claude downloads page](https://claude.ai/download) and following the installation instructions. +- Launch from your Applications folder (Mac) or Start menu (Windows). + +#### Mobile applications + +- **iOS**: [Download from the App Store](https://apps.apple.com/us/app/claude-by-anthropic/id6473753684) (requires iOS 17.0 or later). +- **Android**: [Download from Google Play Store](https://play.google.com/store/apps/details?id=com.anthropic.claude) (requires Android 8.0 Oreo or later). +- Sign in with the same university account you use on the web version. +- See our [Claude Mobile Apps section](https://support.anthropic.com/en/collections/9387080-claude-mobile-apps) for more information. + +All platforms synchronize your conversations, allowing you to start on one device and continue on another. Mobile apps offer additional features like photo analysis and voice dictation. + +## Using Claude.ai + +Review the following resources to help you get the most out of your usage with Claude: + +- [What kinds of documents can I upload to Claude.ai?](http://claude.ai) +- [What kinds of images can I upload to Claude.ai?](http://claude.ai) +- [What are Projects?](https://support.anthropic.com/en/articles/9517075-what-are-projects) +- [How can I create and manage Projects?](https://support.anthropic.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Project visibility and sharing](https://support.anthropic.com/en/articles/9519189-project-visibility-and-sharing) +- [What are Artifacts and how do I use them?](https://support.anthropic.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them) +- [Usage Limit Best Practices](https://support.anthropic.com/en/articles/9797557-usage-limit-best-practices) +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Using the Google Drive Integration](https://support.anthropic.com/en/articles/10166901-using-the-google-drive-integration) +- [Setting Up Integrations on Claude.ai](http://claude.ai) +- [Configuring and Using Styles](https://support.anthropic.com/en/articles/10181068-configuring-and-using-styles) +- [Enabling and Using Web Search](https://support.anthropic.com/en/articles/10684626-enabling-and-using-web-search) +- [Using Claude in Your Preferred Language](https://support.anthropic.com/en/articles/10769299-using-claude-in-your-preferred-language) +- [When should I use web search, extended thinking, and Research?](https://support.anthropic.com/en/articles/11095361-when-should-i-use-web-search-extended-thinking-and-research) + +## Troubleshooting + +#### Q: I'm struggling to log in with SSO + +Your SSO configuration is managed by the Primary Owner or Owner on your account. Contact your university's dedicated support channel to troubleshoot SSO/login issues. + +#### Q: I'm seeing a warning message about remaining messages + +Claude has a usage limit that varies based on message length, file attachments, and conversation length. You'll receive warning messages before reaching the limit. When you see the first warning, consider following these [usage tips](https://support.anthropic.com/en/articles/9797557-usage-limit-best-practices). + +#### Q: I'm seeing an error message about length limit + +This appears when your prompt exceeds Claude's available context window. When this happens, either: + +- Shorten your prompt/attachments +- Start a new conversation + +#### Q: I already have a Claude account using my university email + +When you log in, you can select between your previous account and the new university-sponsored account. You can't migrate data between accounts, but you can [export data](https://support.anthropic.com/en/articles/9450526-how-can-i-export-my-claude-ai-data) from your existing account and upload the conversation data (JSON format) to your new account. + +## Privacy + +Review these resources and visit the [Privacy Center](https://privacy.anthropic.com/en/) for information about privacy, data retention, and data handling: + +- [Is my data used for model training?](https://privacy.anthropic.com/en/articles/7996868-is-my-data-used-for-model-training) +- [How long do you store my organization’s data?](https://privacy.anthropic.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data) +- [Can you delete data that I sent via Claude?](https://privacy.anthropic.com/en/articles/9796617-can-you-delete-data-that-i-sent-via-claude-for-work-team-enterprise-plans) +- [How can I delete or rename a conversation?](https://privacy.anthropic.com/en/articles/11117329-how-can-i-delete-or-rename-a-conversation) +- [Who owns and manages the data of my university account?](https://privacy.anthropic.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) diff --git a/claude/claude-for-education/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md b/claude/claude-for-education/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md new file mode 100644 index 0000000000000000000000000000000000000000..36cd7f63187703f6a047708d550f63907433b077 --- /dev/null +++ b/claude/claude-for-education/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md @@ -0,0 +1,64 @@ +--- +title: "Set up the Claude LTI in Canvas by Instructure" +title_slug: "set-up-the-claude-lti-in-canvas-by-instructure" +source_url: "https://support.claude.com/en/articles/11725453-set-up-the-claude-lti-in-canvas-by-instructure" +last_updated_iso: "2026-03-16T21:04:03Z" +article_id: "12811565" +breadcrumbs: + - "Claude for Education" +--- + +# Set up the Claude LTI in Canvas by Instructure + +_Last updated: 2026-03-16T21:04:03Z_ + +This article provides information on how to enable the Claude LTI integration in Canvas LMS. These steps are intended for Claude for Education administrators and Learning Management Systems (LMS) administrators. + +## Creating Claude LTI Developer Key in Canvas + +1. In Canvas, sign in as an administrator and navigate to **Admin -> Developer Keys**. +2. Click "+ Developer Key" then "+ LTI Key." +3. Enter the following: + 1. **Key Name:** Claude LTI + 2. **Description:** Enter a short description for the Canva LTI 1.3 app + 3. **Redirect URIs:** [https://claude.ai/lti/launch](https://claude.ai/lti/launch) + 4. **Title: **Claude LTI + 5. **Target Link URI:** [https://claude.ai/lti/launch](https://claude.ai/lti/launch) + 6. **OpenID Connect Initiation Url:** [https://claude.ai/api/lti/login](https://claude.ai/api/lti/login) + 7. **JWK method:** [https://claude.ai/api/lti/keys](https://claude.ai/api/lti/keys) +4. Under **Additional Settings**, toggle Privacy Level to **Public**. +5. Under **Placements**, we recommend removing the defaults and adding "Course Navigation" and "Assignment Edit" as the options. +6. Click "Save." +7. Toggle the state to **On**. + +## Installing Claude LTI as an App + +1. In Canvas, go to Admin -> Settings -> Apps. +2. Click "View App Configurations" then select "+ App." +3. Select **Configuration Type** “By Client ID.” +4. Input the Client ID generated for your developer key (from Step 6 under Creating Claude LTI Developer Key in Canvas). +5. Click "Install" and refresh the course page. + + + +## Turn on the Claude LTI Integration in Claude for Education organization settings + +1. In Claude for Education, sign in as an administrator. +2. Navigate to **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)**. +3. Find **Canvas** and click "Enable." +4. In the settings modal that pops up, input the required information to enable the integration + 1. **Canvas Domain** + 2. **Client ID** (found in Canvas Admin -> Developer Keys) + 3. **Deployment ID** (found in Canvas Admin -> Settings -> Apps -> View App Configurations -> Claude LTI Settings Button -> Deployment ID) +5. Click "Save Changes." The integration should now show as enabled. + +## Questions + +If you have any questions about your Claude for Education plan account or the Claude LTI, we encourage you to contact your university’s administrator(s). + +## Related Articles +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Enforce network-level access control with Tenant Restrictions](https://support.claude.com/en/articles/13198485-enforce-network-level-access-control-with-tenant-restrictions) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) diff --git a/claude/claude-for-education/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account.md b/claude/claude-for-education/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account.md new file mode 100644 index 0000000000000000000000000000000000000000..0648a548c298202632c5574e94c9efb21337e0a1 --- /dev/null +++ b/claude/claude-for-education/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account.md @@ -0,0 +1,55 @@ +--- +title: "Who owns and manages the data of my Claude for Education account?" +title_slug: "who-owns-and-manages-the-data-of-my-claude-for-education-account" +source_url: "https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account" +last_updated_iso: "2026-03-16T20:48:33Z" +article_id: "12822178" +breadcrumbs: + - "Claude for Education" +--- + +# Who owns and manages the data of my Claude for Education account? + +_Last updated: 2026-03-16T20:48:33Z_ + +This article provides important information about your Claude for Education account associated with your university’s Claude for Education partnership. It includes details about data access and control that were shared with you when your Claude for Education account was set up. + +*This article is about Claude for Education (a commercial product). For more information about our other commercial products such as Claude for Work and the Anthropic API see [here](https://privacy.anthropic.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team). For our consumer products such as Claude Free, Pro, Max and when accounts from those plans use Claude Code, see [here](https://privacy.anthropic.com/en/collections/10663362-consumers).* + +## Default Settings and Account Management + +Your university’s organization's designated Primary Owner manages your Claude for Education account and all associated data. + +On Claude for Education, by default, the following capabilities are disabled by default: + +- Primary Owner Data Exports +- Audit Log +- Thumbs Feedback + +These settings reflect Anthropic’s default approach to Claude for Education, but we understand that universities may have legitimate needs to access data. In these situations, the Primary Owner will need to reach out to [Anthropic support](https://support.anthropic.com/en/articles/9015913-how-to-get-support) to request and enable access. + +This includes the ability to request access to your user data through data exports, which may contain your conversations with Claude, uploaded files, and usage patterns. Primary Owners can also remove your access to the Claude for Education account if necessary. + +Your organization determines which Claude services and features you can access in your Claude for Education account and they may choose to limit certain functionality. + +## Governing Agreements + +The use of your Claude for Education plan account is governed by the agreement between Anthropic and your university. Please contact your Claude for Education administrator for details of this agreement. + +While Anthropic’s [Privacy Policy](https://www.anthropic.com/legal/privacy) describes how we collect, use and share personal information when acting as a data controller in providing the Claude services to your university, please note that the Anthropic [Consumer Terms of Service](https://www.anthropic.com/legal/consumer-terms) and [Privacy Policy](https://www.anthropic.com/legal/privacy) do not apply to the use of the Claude for Education plan where Anthropic acts as the data processor. + + +## Organizational Policies + +Your organization may have its own internal policies regarding usage of Claude for Education. Please refer to your university’s policies for guidance. + +## Questions + +If you have any questions about your Claude for Education plan account, we encourage you to contact your university’s administrator(s). + +## Related Articles +- [Who owns and manages the data of my team?](https://support.claude.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude-for-government/14503590-get-started-with-claude-for-government.md b/claude/claude-for-government/14503590-get-started-with-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..0a778753fbc1943c7d5597680012179b1ad093c7 --- /dev/null +++ b/claude/claude-for-government/14503590-get-started-with-claude-for-government.md @@ -0,0 +1,69 @@ +--- +title: "Get started with Claude for Government" +title_slug: "get-started-with-claude-for-government" +source_url: "https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government" +last_updated_iso: "2026-04-09T23:19:12Z" +article_id: "16970714" +breadcrumbs: + - "Claude for Government" +--- + +# Get started with Claude for Government + +_Last updated: 2026-04-09T23:19:12Z_ + +## What is Claude for Government? + +Claude for Government brings Anthropic's Claude AI to environments requiring the highest security authorization levels. It delivers the same frontier reasoning, writing, and analysis capabilities that power Claude—deployed inside a FedRAMP High–authorized environment with the security controls, compliance authorizations, and procurement pathways that government agencies and high-security public sector enterprises require. Claude for Government gives teams direct access to Claude's most capable models for drafting, research, analysis, and coding, while meeting the stringent data handling and auditability standards of federal and state government missions. + +## How do I access Claude for Government? + +Claude for Government is available to U.S. federal, state, and local government agencies and qualifying public sector organizations. To learn more or get started, contact Anthropic's **[public sector Sales team](https://claude.com/contact-sales/government)**. + +## Product differentiation between Claude for Government and Claude Enterprise + +Claude for Government is built on the same foundation as Claude Enterprise but operates inside an isolated, dedicated FedRAMP boundary that provides additional compliance and security guarantees: + +- **FedRAMP High authorization. **Claude for Government operates under a FedRAMP High Authorization to Operate, meeting stringent federal security control baselines. Claude Enterprise operates on Anthropic's commercial infrastructure. +- **Dedicated government environment. **Claude for Government is logically isolated from commercial tenants and hosted through Anthropic's government-authorized partner infrastructure. This supports agency data residency and boundary requirements. +- **Classification banner support. **Claude for Government includes classification banner display at the application level for environments that require it—not available on the commercial Enterprise plan. +- **Feature availability. **Core Enterprise features—projects (500K context), artifacts, integrations, audit logs, admin controls—are available in Claude for Government. New features are often available in Claude for Government shortly following their launch in the enterprise environment. In some cases, however, new features may either require additional compliance review or may not be supported in Claude for Government. + +## Which product is right for you? + +Choose Claude for Government if your agency requires FedRAMP-High authorization, handles CUI or sensitive data, or has compliance requirements that mandate an authorized cloud environment. This is the recommended choice for most federal civilian deployments. + +Choose Claude Enterprise if your use case involves only publicly available information, you need access to the latest commercial features immediately, or compliance requirements permit commercial cloud infrastructure. + +## Compliance and certifications + +#### FedRAMP High + +Claude for Government is authorized at the FedRAMP High impact level. The authorization is held through Palantir Federal Cloud Service – Supporting Services (PFCS-SS), with independent assessment performed by Schellman Compliance, LLC. + +#### Where to find compliance documentation + +Agencies can access compliance documentation through Anthropic's Trust Center. Instructions for requesting the full Claude for Government ATO package are available on request from your public sector contact. + +## Data handling + +Claude for Government is designed to give agencies control over their data. + +- By default, conversations and uploaded content in Claude for Government are not used to train Anthropic's models. +- Encryption is applied in transit (TLS) and at rest. +- A detailed Data Control, Visibility, and Retention overview is available and can be tailored to your agency's specific configuration. + +## Pricing and how to purchase + +There are two ways to procure Claude for Government, directly via Anthropic’s Sales team and via Carahsoft for customers requiring services via a GSA approved vehicle. + +Claude for Government is licensed on an annual, per-seat basis. A limited-time program currently makes Claude for Government available to federal agencies at $1 per agency (unlimited seats) through August 2026. + +Contact the public sector Sales team for current pricing for state, local, and non-federal public sector customers. + +## Related Articles +- [How to get support for Claude for Government](https://support.claude.com/en/articles/13047024-how-to-get-support-for-claude-for-government) +- [Public Sector FAQs](https://support.claude.com/en/articles/13756069-public-sector-faqs) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude-for-government/14503613-sso-login.md b/claude/claude-for-government/14503613-sso-login.md new file mode 100644 index 0000000000000000000000000000000000000000..fb44f2063e136466900ac9fd4a683b5ad0ee0b9e --- /dev/null +++ b/claude/claude-for-government/14503613-sso-login.md @@ -0,0 +1,101 @@ +--- +title: "SSO login" +title_slug: "sso-login" +source_url: "https://support.claude.com/en/articles/14503613-sso-login" +last_updated_iso: "2026-04-10T18:37:40Z" +article_id: "16970760" +breadcrumbs: + - "Claude for Government" +--- + +# SSO login + +_Last updated: 2026-04-10T18:37:40Z_ + +Claude for Government requires Single Sign-on (SSO) for user authentication. Unlike the commercial Claude Enterprise plan, email based (magic link) login is only available to the Primary Owner during account setup. All other users must authenticate through your organization's identity provider (IdP). + +Once SSO is configured, the Primary Owner can disable magic link login entirely so that all authentication flows through your IdP. + +For SSO setup on Claude Enterprise, see **[Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso)**. + +## How SSO differs for Claude for Government + +## Steps for setting up SSO + +#### Prerequisites + +Before you begin, confirm that you have: + +- **Primary Owner access **— The email address registered as Primary Owner when the license was purchased. +- **DNS access** — Ability to create TXT records for your organization's login domain(s). +- **IdP admin access **— Permission to create a SAML application in your identity provider (e.g., Entra ID, Okta). + +#### Step 1: Sign in as Primary Owner + +1. Navigate to **[claude.fedstart.com](http://claude.fedstart.com)** +2. Enter the email address registered as Primary Owner. +3. Complete the email-based login using the magic link sent to the Primary Owner’s inbox. +4. After signing in, the Primary Owner will be redirected to the identity settings page at **[claude.fedstart.com/admin-settings/identity](https://claude.fedstart.com/admin-settings/identity)** + +> **Tip**: It often makes sense to appoint someone from your IT team as the Primary Owner, since they will need DNS and IdP access for the remaining steps. + +#### Step 2: Verify your domain + +Before configuring your Identity Provider (IdP), you must verify ownership of your login domain. + +1. On the identity settings page, locate your domain and select the **"View instructions"** tab. There you’ll be able to see the required DNS challenge record that must be set. +2. Create the displayed TXT record in your domain’s DNS settings. +3. Wait for the DNS propagation. Once the platform detects the record, the domain status will update to “**Verified**.” + + + + + +> **Important:** Each domain can only have one identity provider. If multiple organizations share a single login domain, IT administrators from both organizations will be able to modify login settings. Contact **[Anthropic Support](https://claude.fedstart.com/support)** for assistance with multi-organization setups. For more details about multi-organization setups, see our **[SCIM provisioning guide](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government)**. + +#### Step 3: Configure your Identity Provider + +Anthropic acts as the **Service Provider (SP)** in the SAML SSO flow. Your organization’s IdP (e.g., Entra or Okta) acts as the **Identity Provider.** + +1. On the identity settings page, locate the **SP Metadata** section. This contains the values your IdP needs: + 1. Entity ID (Audience URI) + 2. ACS URL (Reply URL) +2. In your IdP, create a new SAML application using these SP metadata values + +#### Step 4: Configure Anthropic with your IdP details + +Once your SAML application is set up in your IdP, provide Anthropic with the details it needs to verify SAML assertions. On the identity settings page, enter: + +- Signing Certificate — The X.509 certificate from your IdP. +- IdP Entity ID — Your IdP's entity identifier. +- SSO URL — The IdP's SAML sign-on endpoint. +- Claims Information — Attribute mappings for user name and email. + + + +> **Tip:** Using a metadata XML file: Most IdPs let you download a metadata.xml file. Upload it on the identity settings page to auto-fill the Signing Certificate, IdP Entity ID, and SSO URL. Some IdPs (like Entra ID) also include claims information in the metadata file; if present, the system will suggest field mappings automatically. + +**Troubleshooting attribute mappings** + +Attribute mapping is where most configuration issues occur. If login fails after setup: + +1. Install a SAML debugging extension such as SAML-tracer. +2. Attempt an SSO login and inspect the SAML response. +3. Confirm that the email claim returns an address under your verified domain. Email claims for unverified domains will be rejected. + +#### Step 5: Test and finalize + +1. Log out of Claude for Government. +2. Log back in using your SSO configuration to confirm it works. +3. (Optional) Once SSO login is verified, return to the identity settings page and disable magic link login. + +> **Warning**: Only disable magic link login after you have confirmed that SSO login works. If SSO is misconfigured and the magic link is disabled, the Primary Owner will be unable to access the admin console. Contact Anthropic support if you are locked out. + +After SSO is configured, any user assigned to the SAML application in your IdP can log in and will be provisioned a seat automatically, provided your organization has available licenses. If no seats are available, users will see an error at login. Contact your Anthropic account representative to add licenses. For more controlled provisioning—including role assignment and multi-organization support—see **[SCIM provisioning](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government)**. + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Switching to a different Identity Provider (IdP)](https://support.claude.com/en/articles/13443687-switching-to-a-different-identity-provider-idp) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) diff --git a/claude/claude-for-government/14503643-set-up-scim-in-claude-for-government.md b/claude/claude-for-government/14503643-set-up-scim-in-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..21594a1d4d9afae1e302a8562c1ef84d0c6958aa --- /dev/null +++ b/claude/claude-for-government/14503643-set-up-scim-in-claude-for-government.md @@ -0,0 +1,103 @@ +--- +title: "Set up SCIM in Claude for Government" +title_slug: "set-up-scim-in-claude-for-government" +source_url: "https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government" +last_updated_iso: "2026-04-10T18:39:16Z" +article_id: "16970822" +breadcrumbs: + - "Claude for Government" +--- + +# Set up SCIM in Claude for Government + +_Last updated: 2026-04-10T18:39:16Z_ + +System for Cross-domain Identity Management (SCIM) lets your identity provider automatically manage user accounts in Claude for Government. With SCIM, your IdP controls who has access, what role they hold, and what seat tier they're assigned—without manual intervention in the Claude admin console. + +For SCIM setup on Claude Enterprise, see **[Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning)**. + +## How SCIM differs for Claude for Government + +Claude for Government uses a first-party SCIM implementation hosted within the FedRAMP-authorized environment. The commercial Claude Enterprise plan uses a different SCIM backend. + +## Prerequisites + +Before setting up SCIM, you must complete: + +1. **SSO configuration** — Complete the steps outlined in the SSO setup guide. +2. **Domain verification** — Your login domain must be verified (this is completed during SSO setup). +3. **IdP admin access **— Permission to configure a SCIM integration in your identity provider. + +## How provisioning works with and without SCIM + +Without SCIM, Claude for Government uses just-in-time (JIT) provisioning: any user who authenticates through SSO is automatically assigned a seat, as long as licenses are available. You control who can authenticate by managing membership in the SAML application within your IdP. + +With SCIM, login and provisioning are separate. Your IdP tells Anthropic who should have access and at what role/tier. SSO is used only for authentication. This gives you fine-grained control over roles, seat tiers, and offboarding. + +#### Step 1: Generate a SCIM API key + +1. Navigate to claude.fedstart.com/admin-settings/identity. +2. In the SCIM section, generate a new API key. +3. Copy the key — you'll need it when configuring your IdP. + +> **Important**: Store this key securely. It cannot be retrieved after you leave the page. + + + +#### Step 2: Configure SCIM in your Identity Provider + +1. In your IdP (e.g., Entra ID, Okta), create or open a SCIM provisioning integration. +2. Enter the following values: + 1. SCIM endpoint URL: **[https://claude.fedstart.com/v1/scim/v2](https://claude.fedstart.com/v1/scim/v2)** + 2. API key / Bearer token: The key generated in Step 1 +3. Configure the user attributes your IdP will sync (typically name and email). +4. Assign users and groups to the SCIM integration within your IdP. + +#### Step 3: Verify sync status + +After enabling the integration in your IdP: + +1. Return to the identity settings page at claude.fedstart.com/admin-settings/identity. +2. Check the SCIM sync status indicator to confirm users are syncing. + +> **Warning**: When you fully enable SCIM provisioning, any users who were **not** synced via SCIM will be removed from the organization. Confirm that all expected users appear in the sync before proceeding. + + + +#### Step 4: Map groups to roles and seat tiers + +SCIM provisioning uses IdP groups to assign roles and seat tiers within Claude for Government. + +1. On the identity settings page, open the role mappings table. +2. For each IdP group, assign: + 1. Role — The user's role within the organization (e.g., Member, Owner). + 2. Seat tier — The license tier, if your organization has purchased multiple tiers. +3. Save your mappings. + + + +If you manage multiple organizations under a single parent (see below), each organization maintains its own role and seat tier mappings. Switch between organizations using the organization selector in the bottom-left corner of the page. + +#### Parent organizations (multi-org setups) + +Every Claude for Government organization belongs to a **parent organization**. For most customers, this is transparent—a parent is created automatically during provisioning and contains a single child organization. + +Parent organizations become relevant when multiple organizations share a login domain. Common scenarios include: + +- **Regional offices** that purchase Claude for Government independently but share an email domain. +- **Sub-departments** within an agency that require data separation (e.g., preventing cross-org sharing of chats or projects). + +In a multi-org setup: + +- Identity settings (IdP configuration and SCIM) are managed at the **parent organization** level. +- Role and seat tier mappings are configured **per child organization**, allowing different groups to map to different orgs. +- Any Owner or Primary Owner in a child organization can manage IdP settings. Restrict these roles to centralized IT staff. + +> **Note:** Anthropic support will work with you during provisioning to configure parent/child organization relationships. Contact your account representative or **[Anthropic support](https://claude.fedstart.com/support)** if you need to set up a multi-org structure. + +## Related Articles +- [Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Set up role-based permissions on Enterprise plans](https://support.claude.com/en/articles/13930458-set-up-role-based-permissions-on-enterprise-plans) +- [How SCIM sync works for Enterprise organizations](https://support.claude.com/en/articles/14499648-how-scim-sync-works-for-enterprise-organizations) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude-for-government/14503675-organization-preferences-in-claude-for-government.md b/claude/claude-for-government/14503675-organization-preferences-in-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..42d37be8f11419955cf7ebb80ae1c04e724e72cb --- /dev/null +++ b/claude/claude-for-government/14503675-organization-preferences-in-claude-for-government.md @@ -0,0 +1,76 @@ +--- +title: "Organization preferences in Claude for Government" +title_slug: "organization-preferences-in-claude-for-government" +source_url: "https://support.claude.com/en/articles/14503675-organization-preferences-in-claude-for-government" +last_updated_iso: "2026-04-09T23:39:29Z" +article_id: "16970877" +breadcrumbs: + - "Claude for Government" +--- + +# Organization preferences in Claude for Government + +_Last updated: 2026-04-09T23:39:29Z_ + +Organization preferences allow administrators to define custom instructions that Claude follows in every conversation for all users in the organization. Use this to set compliance guidance, communication standards, formatting requirements, or domain-specific context. + +## How organization and user preferences interact + +Claude supports two levels of preference instructions. Understanding how they interact helps administrators and users get the most out of both. + +When both are set, organization preferences take precedence. If a user preference directly contradicts an organization preference, Claude will strongly favor the organization-level instruction. For example, if an organization preference says "Always respond in formal English" but a user preference says "Use casual tone," Claude will respond formally. + +Individual user preferences still apply for anything not addressed by the organization preferences. + +> **Note**: Preference prioritization relies on prompt-level instructions. In rare edge cases involving directly contradictory instructions, behavior may vary. Test your preferences to confirm they produce the expected results. + +## Set up organization preferences + +To configure organization preferences, you must have an Owner or Admin role for your organization. + +1. Click the gear icon in the lower left corner and select "Organization settings." +2. Select **Organization**. +3. Locate the **Organization preferences** section. +4. Enter your instructions in the text area. You can include guidance such as compliance rules, formatting requirements, communication standards, or domain-specific context. The maximum length is 3,000 characters. +5. Click "Save." Your preferences take effect immediately for all users in the organization. + +To remove preferences entirely, clear the text area and click "Save." + +--- + +## Best practices + +**Keep instructions concise and clear.** Organization preferences are included in every message sent by every user in your organization, so shorter instructions help keep conversations efficient. Aim for direct, specific guidance rather than lengthy explanations. + +**Be specific about what you want**. Instead of vague instructions like "be professional," provide concrete direction such as "Respond in formal English. Do not use contractions, slang, or emojis." + +**Focus on consistent behaviors**. Organization preferences work best for instructions that should apply uniformly across all conversations, such as compliance requirements, response formatting standards, or classification handling rules. + +**Avoid conflicting instructions.** If your organization preferences contradict each other, Claude may not follow either one reliably. Review your preferences as a whole to ensure they are consistent. + +**Do not attempt to override safety behaviors.** Organization preferences cannot disable Claude's built-in safety guidelines or content policies. Instructions that conflict with Claude's core training will not be followed. + +**Test your preferences.** After saving, start a new conversation to verify Claude is following your instructions as expected. Try a few different types of questions to make sure the preferences work well across a range of topics. + +**Review and update regularly.** As your organization's needs change, revisit your preferences to ensure they remain relevant and accurate. Removing outdated instructions keeps Claude's responses focused. + +--- + +## Example preferences + +**Compliance and classification guidance** — "Treat all responses as CUI. Do not include controlled unclassified information in web search queries or file names." + +**Communication standards** — "Always respond in formal English. Use active voice." + +**Domain-specific context** — "Users are federal agency employees. When they reference 'the system,' they mean our grants management platform." + +**Response formatting** — "Prefer concise responses under 300 words. Use bullet points for lists with three or more items." + +**Referral guidance** — "When users ask about HR policies, direct them to [hr@example.com](mailto:hr@example.com) rather than providing specific policy advice." + +## Related Articles +- [Understanding Claude's Personalization Features](https://support.claude.com/en/articles/10185728-understanding-claude-s-personalization-features) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Classification banner in Claude for Government](https://support.claude.com/en/articles/14503804-classification-banner-in-claude-for-government) +- [Set organization preferences](https://support.claude.com/en/articles/14546867-set-organization-preferences) diff --git a/claude/claude-for-government/14503689-mcp-connectors.md b/claude/claude-for-government/14503689-mcp-connectors.md new file mode 100644 index 0000000000000000000000000000000000000000..a766d2dd05f648ffd55aaa184db7af867344784a --- /dev/null +++ b/claude/claude-for-government/14503689-mcp-connectors.md @@ -0,0 +1,99 @@ +--- +title: "MCP connectors" +title_slug: "mcp-connectors" +source_url: "https://support.claude.com/en/articles/14503689-mcp-connectors" +last_updated_iso: "2026-04-10T00:09:26Z" +article_id: "16970910" +breadcrumbs: + - "Claude for Government" +--- + +# MCP connectors + +_Last updated: 2026-04-10T00:09:26Z_ + +MCP connectors let Claude connect to your organization’s tools, data sources, and services. Claude can search your documents, read your email, or call external APIs on your behalf, all without leaving the chat. + +For general questions about connectors in Claude, see **[Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities)**. + +## How MCP connectors differ in Claude for Government + +**Claude for Government runs the first FedRAMP High authorized MCP implementation. **The MCP framework, the infrastructure that registers, authenticates, and executes Anthropic-provided connectors, operates entirely within the Claude for Government authorized boundary. Because the authorization covers MCP as a feature, new Anthropic-provided and customer-provided connectors can be added without additional FedRAMP audits of Claude for Government itself, as long as the connectors meet your agency's data-handling requirements. + +**The connector catalog is curated.** Only connectors approved for the government environment appear in the Admin Settings directory, so some commercial Claude connectors are not available. + +> **Important:** Some connectors call external APIs that transmit data outside the FedRAMP boundary. Each connector's catalog description states what data flows where. Your organization is responsible for evaluating whether that data flow is appropriate for your workloads, data classification levels, and applicable regulatory requirements. + +## Browse available connectors + +Organizations can also register their own MCP servers for internal systems, custom tools, or approved third-party services. See **[Custom Connectors](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp)**. + +## Enable a connector for your organization + +Connectors are enabled org-wide from Admin Settings. Once enabled, individual users in your organization can connect their own accounts. + +> **Note**: You must be an Owner or Primary Owner to enable connectors. Members can connect their accounts to connectors that are already enabled but cannot add new ones to the catalog. + +1. Navigate to **claude.fedstart.com/admin-settings/connectors** (or use your organization’s custom Claude for Government domain). +2. Click "Browse connectors" to view the catalog. +3. Select a connector and review its description, paying particular attention to what data leaves the boundary, if any. +4. Click "Add to your organization." +5. Some connectors require an organization-level authentication step (for example, the Microsoft 365 connector requires tenant-admin consent in Microsoft Entra). Follow the on-screen instructions. + +## Connect your account to a connector + +After your org admin enables a connector, it appears in your personal settings. + +1. Navigate to **claude.fedstart.com/settings/connectors** +2. Click "Connect" next to the connector. +3. Complete the authentication flow—typically a one-time OAuth consent screen. +4. The connector is now active in your chats. Claude will use it automatically when relevant, or you can reference it directly ("search my SharePoint for…"). + +--- + +## Security and privacy + +#### How authentication works + +Connectors use delegated, per-user OAuth wherever possible. When you connect a tool, Claude inherits your permissions in that tool and can only see and do what you can already see and do. There are no service accounts with elevated access. + +#### Where your credentials are stored + +OAuth tokens are encrypted at rest and stored entirely within the Claude for Government FedRAMP High boundary. Tokens are scoped to the individual user who authenticated and are never shared between users. Anthropic does not receive standing access to your connected tenants. + +#### What stays inside the boundary + +The MCPservice, token storage, and all connector-execution audit logging stay inside the FedRAMP High authorized environment. Each tool invocation follows the path: + +User → Claude (in boundary) → MCP service(in boundary) → connected service + +Whether the **connected service** sits inside or outside the boundary depends on the connector. The catalog description for each connector states this explicitly. For example, the Microsoft 365 connector calls Microsoft Graph within your tenant; the Web Search connector calls a third-party search API outside the boundary under a zero-data-retention agreement. + +> **Important:** Adding a connector does not change Claude for Government's FedRAMP authorization, but your agency's own ATO process may require you to evaluate the specific data-handling characteristics of each connector before enabling it. + +--- + +## Frequently asked questions + +#### Does enabling a connector give Anthropic access to our data? + +No. Connectors use per-user delegated OAuth. Data flows between the in-boundary MCP proxy and the connected service using the individual user's credentials. Anthropic does not receive standing access to your tenant. + +#### If we add a new connector, do we need to update our ATO? + +Adding a connector does not change Claude for Government's FedRAMP authorization—MCP was authorized as a feature. Whether your agency's own ATO requires an update depends on the data the connector handles and your internal authorization process. + +#### Can we restrict which users in our org can use a connector? + +Connectors are enabled at the organization level. Once enabled, any user in the org can connect their individual account. Per-user or per-group connector gating is not currently available. + +#### Can Claude take write actions—send emails, create files—through connectors? + +It depends on the connector: admins should review all connector permissions before adding them. Custom connectors can expose write tools if your MCP server implements them; see the security guidance in Custom Connectors before enabling write scopes. + +## Related Articles +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Microsoft 365 Connector: Security Guide](https://support.claude.com/en/articles/12684923-microsoft-365-connector-security-guide) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) +- [MCP: Web Search](https://support.claude.com/en/articles/14503775-mcp-web-search) diff --git a/claude/claude-for-government/14503703-mcp-individual-connectors.md b/claude/claude-for-government/14503703-mcp-individual-connectors.md new file mode 100644 index 0000000000000000000000000000000000000000..992b296105f35df11ec665bbbb7a994545536aff --- /dev/null +++ b/claude/claude-for-government/14503703-mcp-individual-connectors.md @@ -0,0 +1,52 @@ +--- +title: "MCP: Individual connectors" +title_slug: "mcp-individual-connectors" +source_url: "https://support.claude.com/en/articles/14503703-mcp-individual-connectors" +last_updated_iso: "2026-04-09T23:54:18Z" +article_id: "16970945" +breadcrumbs: + - "Claude for Government" +--- + +# MCP: Individual connectors + +_Last updated: 2026-04-09T23:54:18Z_ + +Your organization can register its own MCP servers in Claude for Government, letting Claude connect to internal systems, custom tools, or third-party services you've approved for your environment. + +**Custom connectors work the same way in Claude for Government as in Claude Enterprise.** The prerequisites, the registration flow, and the behavior once enabled are identical. For full setup instructions, see **[Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities)**. This page covers only what's different. + +For general guidance on building and deploying MCP servers, see **[modelcontextprotocol.io](https://modelcontextprotocol.io/)** and the **[commercial connector guide](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities)**. + +## How custom connectors differ for Claude for Government + +**Adding a connector does not trigger a new FedRAMP review** + +MCP was authorized as a **feature** in Claude for Government's FedRAMP High package. The infrastructure that registers, authenticates, and executes your connector—including encrypted token storage, per-user OAuth, and audit logging—is already covered. You can add new custom connectors without re-engaging Anthropic's FedRAMP audit process. + +> **Important:** This applies to Claude for Government's authorization only. Your agency's own ATO process may still require you to evaluate the MCP server and any backing services it reaches before enabling them. Anthropic does not review, authorize, or assume responsibility for customer-registered MCP servers or the external systems they call. + +## Register custom connectors + +Navigate to **claude.fedstart.com/admin-settings/connectors** as an **Owner** or **Primary Owner**. The rest of the flow matches the **[commercial guide](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities)**. + +Once added, the connector appears in your users' settings exactly as Anthropic-provided connectors do. + +## Know where the FedRAMP boundary sits + +When a user invokes a tool from your custom connector: + +User → Claude → MCP proxy → Your MCP server → Your backing service + +└──── inside FedRAMP High ────┘ └─your responsibility─┘ + +Claude, the MCP proxy, and all OAuth token storage stay inside the FedRAMP High authorized environment. Whether your MCP server and its backing service sit inside or outside that boundary is under your control and yours to evaluate against the data classifications your users will handle. + +**Prefer FedRAMP-authorized backing services.** If your connector talks to a SaaS product, check whether that product has a government-cloud offering—Atlassian Government Cloud, Salesforce Government Cloud, ServiceNow GCC—and point the connector there rather than at the commercial endpoint. + +## Related Articles +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Public Sector FAQs](https://support.claude.com/en/articles/13756069-public-sector-faqs) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) +- [MCP: Web Search](https://support.claude.com/en/articles/14503775-mcp-web-search) diff --git a/claude/claude-for-government/14503775-mcp-web-search.md b/claude/claude-for-government/14503775-mcp-web-search.md new file mode 100644 index 0000000000000000000000000000000000000000..837a1226a8c633abaca647c98e9c1e43efea8bd6 --- /dev/null +++ b/claude/claude-for-government/14503775-mcp-web-search.md @@ -0,0 +1,93 @@ +--- +title: "MCP: Web Search" +title_slug: "mcp-web-search" +source_url: "https://support.claude.com/en/articles/14503775-mcp-web-search" +last_updated_iso: "2026-04-09T23:59:27Z" +article_id: "16971046" +breadcrumbs: + - "Claude for Government" +--- + +# MCP: Web Search + +_Last updated: 2026-04-09T23:59:27Z_ + +The Web Search connector gives Claude the ability to search the public internet for real-time information, including verifying facts, pulling recent news, and researching topics outside its training data. + +For questions about web search in commercial Claude, see **[Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)**. + + + +## How Web Search differs for Claude for Government + +In commercial Claude, web search is a built-in capability. In Claude for Government, native web search is disabled. The Web Search MCP connector replaces it, providing the same capability with additional transparency and control appropriate for a FedRAMP environment. + +> **Important:** The Web Search connector runs inside Claude for Government's FedRAMP High boundary, but it calls the **Brave Search API**, which is outside that boundary. When you approve a search, the query string — and only the query string — is transmitted to Brave. No conversation history, user identity, organization identity, or attached files are sent. +> +> Brave does not persistently store search queries, responses, or other user data. Before transmission, Claude reformulates your request into a generic, de-identified search query with no user or org metadata attached. +> +> Your agency is solely responsible for evaluating whether sending search queries to a non-FedRAMP third party is appropriate for your workloads, data classification levels, and regulatory requirements. + +> **Tip:** Use Organization Preferences to tell Claude about your agency's specific sensitive-data rules. Claude already avoids obviously sensitive terms in search queries, but org-specific guidance sharpens that. + +## Approve each search before it runs + +Every search requires fresh approval. There is no blanket consent and the approval requirement cannot be disabled. + +1. Claude decides a web search would help answer your question. +2. Claude formulates a de-identified search query and **displays the exact query text to you.** +3. Claude pauses—nothing has been sent yet. +4. Review the query. If it contains anything you don't want transmitted outside the boundary, decline and rephrase your request. +5. If you approve, the query goes to Brave, results come back, and Claude continues. + +## Set up the Web Search connector + +Claude for Government uses the connector flow to enable web search. + +#### Owners and Primary Owners + +1. Navigate to **[claude.fedstart.com/admin-settings/connectors](https://claude.fedstart.com/admin-settings/connectors)** +2. Click Browse connectors → Web Search. +3. Review the advisory text. +4. Click "Add to your team." + +No authentication step is required. Once added, Web Search is available in every user's chats immediately—there's no per-user connection, because the per-query approval serves as the consent gate instead. + +#### For individual users + +Once your org admin enables it, Web Search is available in your chats immediately. There's no per-user connection step. You'll be asked to approve individual queries as they come up. + +--- + +## Example use cases + +*"What were the key provisions in the infrastructure bill passed last month?"* + +Claude proposes a search query like infrastructure bill key provisions [month year], you approve it, and Claude summarizes results from recent news. + +*"Is there a published CVE for [software] version [X]? When was it disclosed?"* + +Claude proposes a search targeting CVE databases and vendor advisories, you approve, and Claude returns the CVE details with source links. + +--- + +## Frequently asked questions + +#### Does any of my conversation data get sent to Brave? + +No. Only the search query string (which Claude shows you for approval) is transmitted. No conversation history, no user identity, no organization identity, no attached files. + +#### Can I use web search without approving every query? + +No. Per-query approval is a required control in Claude for Government and cannot be disabled. + +#### Did Anthropic need a separate FedRAMP approval for web search? + +No. The Remote MCP framework was authorized as a feature, which covers individual connectors including Web Search. Your agency's responsibility is to evaluate whether the specific data-handling characteristics of this connector (queries to a non-FedRAMP third party) are appropriate for your use case. + +## Related Articles +- [Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) +- [Public Sector FAQs](https://support.claude.com/en/articles/13756069-public-sector-faqs) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/claude-for-government/14503794-model-availability-in-claude-for-government.md b/claude/claude-for-government/14503794-model-availability-in-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..59429cd3da4c88d37f35d48080ff5598304721a6 --- /dev/null +++ b/claude/claude-for-government/14503794-model-availability-in-claude-for-government.md @@ -0,0 +1,56 @@ +--- +title: "Model availability in Claude for Government" +title_slug: "model-availability-in-claude-for-government" +source_url: "https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government" +last_updated_iso: "2026-04-10T00:02:35Z" +article_id: "16971091" +breadcrumbs: + - "Claude for Government" +--- + +# Model availability in Claude for Government + +_Last updated: 2026-04-10T00:02:35Z_ + +Claude is a family of state-of-the-art large language models developed by Anthropic. This guide introduces the models available for customers using Claude for Government. For the most up to date information about the model’s general capabilities, please visit our **[Model Overview page](https://platform.claude.com/docs/en/about-claude/models/overview)**. + +## How model availability differs in Claude for Government + +Claude for Government routes all inference through Google Cloud Vertex AI's FedRAMP High authorized environment rather than Anthropic's commercial endpoints. This is what keeps model traffic inside the authorization boundary. + +#### New models arrive shortly after commercial launch + +New models are typically available in Claude for Government the same day or within one to two days of their commercial release. The gating factor is Vertex availability—once a model is serving on Vertex, Anthropic completes the Claude for Government and the models become available to users. + +> **Note:** There is **no separate FedRAMP audit per model**. Vertex's authorization is infrastructure-level, not per-model. Once the Claude for Government environment is authorized, new models inherit that authorization automatically. Your agency does not need to re-engage Anthropic's FedRAMP process when a new model ships. + +#### Opus access is gated by seat tier + +Unlike Enterprise, Claude for Government restricts Opus-class models to certain seat tiers. Lite seats—the default tier in the federal agency offer—have full access to Sonnet and Haiku but not Opus. + +## Seat types and model access + +**Lite seats** are the tier included in the federal agency offer and are designed for agency-wide deployment at minimal per-seat cost. Lite seats have full access to Sonnet-class models and Haiku models. Lite seats have capped usage per 5-hour window. + +**Standard seats** provide access to all available models, including Claude Opus, with full-capacity rate limits. Standard seats are best for power users whose work benefits from Opus-class reasoning, such as complex analysis, advanced coding, and long-horizon research. + +## How admins manage model access + +**Seat tier assignment.** Admins can assign seat tiers to users via SCIM group mappings in **Organization settings > Identity**. Create groups in your identity provider for each tier (e.g., `claude-standard-users` and `claude-lite-users`), push them via SCIM, and map each group to a seat tier in Claude for Government. Users inherit the seat tier of their group. + +**Default model selection.** Admins can set the organization's default model in Admin Settings. New conversations will start on this model unless the user selects a different one. + +**Changing a user's seat tier.** Move the user between groups in your identity provider; the change syncs to Claude for Government on the next SCIM cycle. + +## When new models arrive + +Agencies don't take any action to receive new models—they show up in the model picker once enabled. Anthropic announces availability through your public sector account contact and in release notes. + +If your agency policy requires advance notice or opt-in before new models reach users, contact your Anthropic public sector representative to discuss configuration options. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Public Sector FAQs](https://support.claude.com/en/articles/13756069-public-sector-faqs) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) diff --git a/claude/claude-for-government/14503804-classification-banner-in-claude-for-government.md b/claude/claude-for-government/14503804-classification-banner-in-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..5fac6289b6c98600fd407865dbf8f1a68f9ee2a3 --- /dev/null +++ b/claude/claude-for-government/14503804-classification-banner-in-claude-for-government.md @@ -0,0 +1,49 @@ +--- +title: "Classification banner in Claude for Government" +title_slug: "classification-banner-in-claude-for-government" +source_url: "https://support.claude.com/en/articles/14503804-classification-banner-in-claude-for-government" +last_updated_iso: "2026-04-10T00:06:15Z" +article_id: "16971117" +breadcrumbs: + - "Claude for Government" +--- + +# Classification banner in Claude for Government + +_Last updated: 2026-04-10T00:06:15Z_ + +The classification banner displays a persistent marking at the top of every page for every user in your organization. Use it to communicate the classification level of data approved for your Claude for Government environment or any custom handling instruction your agency requires. + +## When to use a classification banner + +Set a classification banner whenever your agency's policy requires a persistent, page-level reminder of what data is and isn't appropriate to enter into Claude. The banner is visible on every screen, so users never lose sight of the environment's classification ceiling—even deep in a long conversation. + +## Common configurations + +- **CUI environments** — remind users that Controlled Unclassified Information is permitted but classified data is not +- **UNCLASSIFIED environments** — make the boundary explicit for users who also work in classified systems +- **Custom handling caveats** — agency-specific instructions beyond standard markings (e.g., "ITAR — No export-controlled technical data") + +> **Note:** The banner is a visual reminder, not an enforcement control. It does not inspect or filter what users type. Pair it with Organization Preferences if you want Claude to apply handling guidance in conversations. + +## Configure the classification banner + +You must be the Primary Owner to configure the banner. + +1. Navigate to **[claude.fedstart.com/admin-settings/organization](https://claude.fedstart.com/admin-settings/organization)** +2. Scroll to the **Classification banner** section +3. Fill in the banner fields: + - Banner text — the marking that appears on the banner + - Background color — the banner's fill color + - Text color — the marking text color + - Link URL (optional) — if provided, the banner text becomes a clickable link. You can point it at your agency's classification policy page or handling guide. +4. Click "Save." The banner appears for all users in your organization. + +You can update the banner at any time by returning to the same settings page. + +## Related Articles +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) +- [Organization preferences in Claude for Government](https://support.claude.com/en/articles/14503675-organization-preferences-in-claude-for-government) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude-for-nonprofits/12893767-getting-started-with-claude-for-nonprofits.md b/claude/claude-for-nonprofits/12893767-getting-started-with-claude-for-nonprofits.md new file mode 100644 index 0000000000000000000000000000000000000000..f0804e8ec5021784595bfe217b70a363578d4749 --- /dev/null +++ b/claude/claude-for-nonprofits/12893767-getting-started-with-claude-for-nonprofits.md @@ -0,0 +1,212 @@ +--- +title: "Getting started with Claude for Nonprofits" +title_slug: "getting-started-with-claude-for-nonprofits" +source_url: "https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits" +last_updated_iso: "2026-04-01T16:46:05Z" +article_id: "14590279" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Getting started with Claude for Nonprofits + +_Last updated: 2026-04-01T16:46:05Z_ + +## What is Claude for Nonprofits? + +Claude for Nonprofits enhances Claude with specialized capabilities for mission-driven organizations. It connects Claude to the donor management platforms, foundation research databases, and collaboration tools nonprofits use daily, eliminating the need to toggle between systems and enabling insights that span your entire operational ecosystem to accelerate mission delivery while maintaining the transparency and accountability critical to social impact work. + +Learn more about Claude for Nonprofits on our [solution page](http://claude.com/solutions/nonprofits). + +## How do I access nonprofit tools and features? + +Organizations can access Claude for Nonprofits features and pricing through the **Team plan** or the **Enterprise plan** ([contact our Sales team](https://claude.com/contact-sales) for pricing). + +**Team plan pricing** + +At the discounted price, Claude for Nonprofits includes access to Claude Opus 4.6, Sonnet 4.6, and Haiku 4.5. Opus 4.6 delivers the highest intelligence for the most complex tasks. Sonnet 4.6 is best suited to sophisticated tasks like grant writing and program analysis, while Haiku 4.5 offers near-frontier performance at much faster speed. Claude Code and Cowork are included with every seat. + +For teams with 150 seats or less (minimum two seats), you can access Claude for Nonprofits by filling out this [short form](https://validate.poweredbypercent.com/anthropic) to verify your nonprofit status. + +For larger organizations looking to access the Enterprise plan, please [contact our Sales team](https://claude.com/contact-sales/nonprofits). + +--- + +## Nonprofit operations and fundraising connectors + +Through Model Context Protocol (MCP) **connectors**, Claude connects directly to leading nonprofit platforms and databases, enabling you to query data using natural language and receive responses with source citations. + +- **[Benevity](https://benevity.com/), **which can be used to access more than 2.4 million validated nonprofits through its global cause database to support volunteering and donation searches in Claude; +- **[Blackbaud](https://www.blackbaud.com/), **which provides CRM and fundraising tools for donor management, campaign tracking, and giving optimization; +- **[Candid](https://candid.org/), **which provides data on nonprofits and funders for the discovery of organizations, grants, and philanthropic opportunities. + +Claude also includes Connectors to other workplace and productivity platforms like Microsoft 365, Gmail & Google Drive, Google Workspace, Asana, Slack, HubSpot, and many more. Explore all available Claude Connectors [here](https://claude.com/connectors). + +--- + +## AI Fluency for Nonprofits + +**AI Fluency for Nonprofits** is a sector-specific enablement course designed to help mission-driven organizations adopt AI effectively and responsibly. Co-created with Giving Tuesday, this course provides practical guidance on integrating AI into nonprofit workflows while maintaining your organization's values and mission focus. + +The course includes: + +- Best practices for responsible AI adoption in mission-driven contexts +- Examples of effective and safe AI use within nonprofit context +- Considerations for adoption AI across your nonprofit organizationOpportunity to earn a shareable certificate of completion + +Access the [AI Fluency for Nonprofits course](https://anthropic.skilljar.com/ai-fluency-for-nonprofits) through Anthropic Academy. + +## Common nonprofit use cases + +Get started with nonprofit use cases including program design, AI policy template generator, program data visualization and more. See [here](https://claude.com/resources/use-cases/category/nonprofits) for our nonprofit use cases page. + +--- + +## Frequently asked questions + +#### Which organizations are eligible for Claude for Nonprofits? + +Our nonprofit program pricing is available to qualifying nonprofits with 501(c)(3) designation or equivalent international designations. We also include K-12 public & private schools in our nonprofit pricing. + +Additionally, mission-based healthcare organizations with 501(c)(3) status may qualify, including independent Critical Access Hospitals (CAHs) and Rural Emergency Hospitals (REHs) not part of larger health systems, HRSA-designated Federally Qualified Health Centers (FQHCs) and FQHC Look-Alikes, and CMS-certified Rural Health Clinics (RHCs). + +#### Who is not eligible? + +At this time, the following organizations are not eligible: + +- Government agencies +- Political organizations or campaigns +- Higher education institutions +- Healthcare systems and hospitals +- Organizations that conflict with the anti-discrimination policies of our verification partner + +#### What's the process to get validated? + +**For Enterprise plans:** When you click "Contact Sales," our nonprofit sales team will verify your 501(c)(3) or equivalent nonprofit status as part of the sales conversation. + +**For Team plans (self-serve):** You'll be directed to our validation partner, Goodstack, to verify your nonprofit status. This process should take no more than 2-3 minutes. Once approved, you'll receive an email to complete your account setup with nonprofit pricing automatically applied. + +1. Validate your nonprofit organization status through the [Goodstack form](https://validate.poweredbypercent.com/anthropic): + +  +2. If you match our nonprofit eligibility criteria, you should receive an email from Anthropic confirming your eligibility. +3. Follow the link in the email to sign up on this page using your Goodstack verified email address. You must sign up using the email you verified with Goodstack. + +  +4. Click ‘With my team’ and fill in your details to set up your Team plan account: + +  + +#### How long will the nonprofit discount apply to my organization? + +The nonprofit discount remains active on your account as long as your organization maintains eligible nonprofit status. You do not need to reapply annually. However, Anthropic reserves the right to periodically verify nonprofit status. If your organization's status changes (e.g., loss of 501(c)(3) designation or equivalent), please notify Anthropic so your account can be adjusted accordingly. + +#### Why wasn’t my nonprofit verified for a discount? + +Anthropic partners with Goodstack to validate nonprofit eligibility criteria. If you have questions about your application, please [contact Goodstack here](https://help.goodstack.org/hc/en-us). + +#### What do I do if I already have a full priced account? + +If you already have a paid Team plan account on your nonprofit organization email and qualify for nonprofit pricing, please follow these steps: + +1. Cancel your plan by navigating to [Admin settings > Billing](https://claude.ai/admin-settings/billing) and clicking “Cancel.” + 1. Note that only organization Owners and Primary Owners have this ability. +2. Wait until the current subscription expires. + 1. If you're on an annual plan, [reach out our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support) with your organization name, nonprofit verification status, and current subscription details for assistance with switching to nonprofit pricing. +3. Verify your nonprofit status via [Goodstack](https://validate.poweredbypercent.com/anthropic). +4. Once verified, follow the email instructions to re-subscribe with your verified email address. + +> **Note: **Your existing Team plan account data will be retained after canceling, so resubscribing with the same email address will restore that data. + +If you already have a paid Enterprise account on your nonprofit organization email, [please contact sales](https://claude.com/contact-sales/nonprofits). + +#### Can the nonprofit discount apply to a Team organization that already has Premium seats? + +Yes, the nonprofit discount can be applied to an existing Team plan. If your organization already has a Team plan with Premium seats, click your initials, then "Get help" to [reach out our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support) with your organization details and nonprofit verification. Our team can help apply the discounted rate to the existing subscription moving forward. Note that the discount will apply to future billing cycles; retroactive refunds for periods before verification are not typically provided. + +#### Do all of the email addresses added to the Team plan need to use the same domain? + +No, Team plans do not require all members to have the same email domain. Admins can invite users with any email address to join their Team plan, as long the [domain is added in **Allowed email domains**](https://support.claude.com/en/articles/13325567-account-management-faqs#h_b54c41c86c)**. **This is helpful for nonprofits that work with volunteers, contractors, or partner organizations who may use different email domains. However, we recommend using organizational emails when possible for security and administrative purposes. + +#### My Claude account was created with a different email address from my nonprofit organization; how can I retain or migrate my data when switching to a nonprofit Team plan? + +Currently, there is no automated migration path for conversation history between accounts. If you're added to a nonprofit Team plan organization using a different email address, you can export any important information from your original account manually before discontinuing use and switching to the new nonprofit organization. + +#### How does Claude integrate with our existing nonprofit tools? + +Claude offers purpose-built integrations with leading nonprofit platforms including Microsoft 365, Candid, Blackbaud, Asana, and other sector-specific tools through our MCP (Model Context Protocol) partnerships. These integrations allow Claude to work seamlessly within your existing workflows - from grant writing in your CRM to program evaluation in your data platforms - without requiring technical expertise or custom development. + +See more on how to set up connectors [here](https://support.claude.com/en/articles/11724452-using-the-connectors-directory-to-extend-claude-s-capabilities). + +#### How does Claude handle our data and privacy? + +As with all Team and Enterprise plan accounts, data shared with Claude is kept private: by default, we don’t use it to train our models. Claude maintains SOC 2 Type II, ISO 27001, and HIPAA-readiness, and our connectors don’t access anything that you haven’t explicitly granted them permission to. See our [Privacy Center](https://privacy.claude.com/en/collections/10672411-data-handling-retention) for additional details. + +For detailed information on our security practices and compliance certifications, visit our [Trust Center](https://trust.anthropic.com/). + +#### What's the difference between the Team plan and the Enterprise plan for nonprofits? + +The Team plan is perfect for smaller nonprofits or individual departments, supporting up to 150 users with collaborative workspaces and SSO. This is available self-serve, please fill out [this short form](https://validate.poweredbypercent.com/anthropic) to verify. + +The Enterprise plan is designed for larger organizations needing advanced features like custom data retention policies, expanded context windows for complex documents, SCIM provisioning, and dedicated success management. + +#### I’m a tax-exempt nonprofit. How do I have tax removed from my invoice? + +Because we do not have a way to proactively apply Sales tax exemption, when setting up your organization’s account for the first time, you will get charged tax by default. Once you purchase, the process to get that tax refunded and removed from all future purchases is to email your Sales tax exempt form using the “Get Help” button in your Claude account (more information on this [here](https://support.claude.com/en/articles/9015913-how-to-get-support)). + +1. Once logged into your account, click on your profile and select “Get help”: + +  +2. Next under “Messages”, click “Send us a message": + +  +3. Accept the conditions: + +  +4. Send a message saying something along the lines of “I was charged tax, but am tax exempt. I would like to submit my Sales tax exemption certificate for upload.” +5. Please attach your Sales tax exemption certificate as a pdf to this message. +6. Support will respond to your message letting you know that they’ve received your certificate and that it has been forwarded to our Billing team for review. + 1. If you’re reaching out on behalf of your organization, please ensure the Owner or Admin on the account is CC’d to the thread +7. If the Billing team confirms that the certificate is valid, your Sales tax exemption will be applied, and tax accrued for previous invoices within the last 45 days will be refunded to the original payment method. Additionally, **you will not be charged Sales tax on future invoices.** + 1. If you notice that tax is still being charged going forward, reach back out via Get Help for Support to investigate further. + +#### What kind of support and training do you provide? + +Every nonprofit can access our AI Fluency for Nonprofits course and nonprofit use cases in our [use case library](https://claude.com/resources/use-cases/category/nonprofits), designed specifically for mission-driven organizations. Our [Help Center](https://support.claude.com/en/) is available to all nonprofits for most commonly asked questions or technical issues that require support. + +#### How do you measure success for nonprofit partners? + +We track both efficiency metrics and mission advancement indicators. This includes traditional metrics like user adoption rates and time saved, but more importantly, mission-specific outcomes like increase in beneficiaries served, improvement in program outcome measurements, growth in funding secured, and enhancement in stakeholder engagement scores. We work with each enterprise partner to establish baseline metrics and track progress quarterly, sharing aggregated insights across our nonprofit community to drive sector-wide learning. + +--- + +## Troubleshooting + +#### I followed the email link but am not seeing the discounted rate. + +If the discounted rate does not appear after using the emailed discount link, follow these steps: + +1. Try clearing your browser cache and cookies, then attempt to sign up again using the original link. +2. Ensure you're not already signed into an existing Claude account, as this may cause conflicts. +3. Try using an incognito/private browser window to complete signup. +4. If issues persist, click your initials, then "Get help" to [reach out our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support) with the following details: organization name, email address used for sign up, the discount link they received, and any error messages displayed. Support can manually verify the discount was applied or assist with troubleshooting. + +#### In cases where the Team plan option is greyed out or not selectable, what is the recommended support path? + +When the Team plan option appears greyed out, this typically indicates one of the following: + +1. The user may already be associated with an existing Team or organization. +2. There may be a browser compatibility issue. +3. The discount link may have expired or been used previously. + +**Recommended steps:** + +1. First, try a different browser or incognito mode. +2. If the issue persists, click your initials, then "Get help" to [reach out our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support) with a screenshot of the greyed-out option and your email address. Support can investigate whether there are account conflicts and assist with resolution. + +## Related Articles +- [Getting started with Claude in Slack](https://support.claude.com/en/articles/11506255-getting-started-with-claude-in-slack) +- [Using the Benevity Connector in Claude](https://support.claude.com/en/articles/12923227-using-the-benevity-connector-in-claude) +- [Using the Candid Connector in Claude](https://support.claude.com/en/articles/12923235-using-the-candid-connector-in-claude) +- [Claude for Nonprofits Partnership Guide for All Users](https://support.claude.com/en/articles/12923901-claude-for-nonprofits-partnership-guide-for-all-users) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) diff --git a/claude/claude-for-nonprofits/12923221-using-the-blackbaud-connector-in-claude.md b/claude/claude-for-nonprofits/12923221-using-the-blackbaud-connector-in-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..a80ab54e6bdc923b7443efc73efad448b08f9bd8 --- /dev/null +++ b/claude/claude-for-nonprofits/12923221-using-the-blackbaud-connector-in-claude.md @@ -0,0 +1,147 @@ +--- +title: "Using the Blackbaud Connector in Claude" +title_slug: "using-the-blackbaud-connector-in-claude" +source_url: "https://support.claude.com/en/articles/12923221-using-the-blackbaud-connector-in-claude" +last_updated_iso: "2026-03-16T20:59:01Z" +article_id: "14637538" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Using the Blackbaud Connector in Claude + +_Last updated: 2026-03-16T20:59:01Z_ + +The Blackbaud Connector provides Claude with secure access to Raiser’s Edge NXT fundraising data, enabling nonprofit professionals to retrieve donor records, gifts, events, and generate communications using natural language. This article explains how to set up and use the Blackbaud Connector for your fundraising workflows. + +The Blackbaud Connector relies upon Claude’s ability to use remote connectors. + +## What This Integration Provides + +#### Capabilities + +The Blackbaud Connector enables Claude to access and interact with your fundraising data from Raiser’s Edge NXT. + +- **Constituent Profile Retrieval:** Access detailed donor profiles including contact information, affiliations, and giving history. Claude can retrieve comprehensive constituent data on demand. +- **Constituent Search:** Search for donors by name or partial name across your Raiser’s Edge NXT database, making it easy to find specific individuals in your records. +- **Event Discovery:** Search for fundraising events by name or keyword and retrieve event details including dates, locations, funds raised, and participant information. +- **Gift Record Access:** View specific gift records including donation amounts, dates, donors, and associated campaigns to understand giving patterns. +- **Communication Generation:** Draft personalized thank-you notes, outreach emails, and other donor communications using data from your records. +- **Real-Time Data Access:** The connector fetches information on-demand from Raiser’s Edge NXT, ensuring the data Claude provides is current at the moment you ask. + +#### How Claude Uses Blackbaud Data + +Claude applies your Blackbaud fundraising data to support nonprofit workflows. + +- Donor Research: Retrieves constituent profiles and giving histories to help you understand donor relationships and prepare for meetings or outreach. +- Gift Analysis: Pulls donation records to identify giving patterns, track campaign performance, and recognize major donors. +- Event Planning Support: Searches event records to review past fundraising activities, compare results, and inform future event strategies. +- Personalized Communications: Uses donor data to draft customized thank-you letters, appeals, and follow-up messages that reference specific gifts and engagement history. +- Quick Data Lookups: Enables rapid answers to questions about constituents, events, or gifts without requiring you to open Raiser’s Edge NXT directly. + +## Setting Up the Blackbaud Connector + +#### For Blackbaud Marketplace Admins + +Your Marketplace admin needs to connect the Claude for Blackbaud application: + +1. Navigate to the [Claude for Blackbaud app](https://app.blackbaud.com/marketplace) in the Blackbaud Marketplace. +2. Connect it to your Blackbaud environment. +3. Approve scopes during installation for access to constituent and event data. + +#### For Organization Owners + +1. From [Claude.ai](http://claude.ai), navigate to Settings. +2. Select Connectors or Integrations. +3. Select Add server or Browse connectors. +4. Search for and select Blackbaud from the available connectors. +5. Follow the prompts to add the Blackbaud server to your Claude organization. +6. Confirm authorization to enable the integration. + +#### For Individual Users + +After admin setup is complete: + +1. Log into Claude with your enterprise account. +2. Go to Settings, then Connectors. +3. Select Blackbaud Connector, then choose Connect or Authorize. +4. Sign in with your Blackbaud ID and grant permission for Claude to access your data. +5. Your Blackbaud account will show as Linked once authorization is complete. + +## Common Use Cases + +#### Donor Lookup + +Example prompt: + +``` +Show me the profile for Jane Smith, including her contact information and
recent donations. +``` + +**When to use:** Preparing for donor meetings, reviewing constituent relationships, or verifying contact details. + +**Tip:** Include the donor’s full name for more accurate results. + +#### Gift History Analysis + +Example prompt: + +``` +What are the details of John Doe’s donations over the past year? Include
amounts, dates, and which campaigns they supported. +``` + +**When to use:** Reviewing donor engagement, preparing acknowledgment letters, or analyzing giving patterns. + +**Works well with:** Requests spanning 1-3 years to identify trends without overwhelming detail. + +#### Event Research + +Example prompt: + +``` +Find any events titled “Annual Gala” and show me the details including
attendance and funds raised. +``` + +**When to use:** Planning future events, comparing year-over-year performance, or researching past fundraising activities. + +**Note:** Use specific keywords that match your event naming conventions for best results. + +#### Thank-You Letter Drafting + +Example prompt: + +``` +Draft a personalized thank-you email to Sarah Johnson for her recent $500
donation to the Building Fund campaign. +``` + +**When to use:** Following up on donations, acknowledging major gifts, or sending timely appreciation messages. + +**Key benefit:** Claude retrieves the donor’s information and gift details to create personalized, accurate communications. + +#### Constituent Search + +Example prompt: + +``` +Find all constituents named Williams in our database. +``` + +**When to use:** Locating donors when you have partial name information or searching for related family members. + +**Tip:** Start with partial searches and narrow down results based on additional identifying information. + +## Tips for Using the Blackbaud Connector + +- Use full donor names for more accurate constituent lookups. +- Specify time periods when requesting gift histories (e.g., “past 12 months,” “2024 fiscal year”). +- Ask naturally—describe what you need as if asking a colleague. +- Combine multiple requests when helpful (e.g., “Show me Jane’s profile and draft a thank-you for her last gift”). +- Always review AI-generated communications before sending, especially those involving sensitive donor information. +- Remember that Claude only accesses data your Blackbaud user account is authorized to view. + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) +- [Using the Benevity Connector in Claude](https://support.claude.com/en/articles/12923227-using-the-benevity-connector-in-claude) +- [Using the Candid Connector in Claude](https://support.claude.com/en/articles/12923235-using-the-candid-connector-in-claude) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) diff --git a/claude/claude-for-nonprofits/12923227-using-the-benevity-connector-in-claude.md b/claude/claude-for-nonprofits/12923227-using-the-benevity-connector-in-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..51cd7e4767e938ba7e0524a14f4526c5ff6327b7 --- /dev/null +++ b/claude/claude-for-nonprofits/12923227-using-the-benevity-connector-in-claude.md @@ -0,0 +1,133 @@ +--- +title: "Using the Benevity Connector in Claude" +title_slug: "using-the-benevity-connector-in-claude" +source_url: "https://support.claude.com/en/articles/12923227-using-the-benevity-connector-in-claude" +last_updated_iso: "2026-03-16T20:59:23Z" +article_id: "14637546" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Using the Benevity Connector in Claude + +_Last updated: 2026-03-16T20:59:23Z_ + +The Benevity integration enables you to discover and research charitable causes and nonprofit organizations through natural conversation. This article explains how to set up and use the Benevity Nonprofit connector with Claude to find nonprofits that align with your values. + +The Benevity integration relies upon Claude’s ability to use remote connectors. + +## What this integration provides + +The Benevity integration connects Claude directly to Benevity’s extensive database of charitable organizations. This integration allows you to search for nonprofits, learn about their missions and programs, and access their websites—all through conversation with Claude. + +This integration provides access to: + +- 2.5M+ nonprofit organizations +- Detailed organization profiles, including mission statements, program descriptions, and geographic focus +- Keyword search to find local and national/international organizations +- Direct website links to learn more and support nonprofits you care about + +## Who can access the Benevity integration? + +The Benevity integration is available to users with paid Claude plans (Pro, Max, Team, or Enterprise). A Benevity account is not required to use the connector. Authentication or login is not needed—simply connect and start searching. + +## Setting up the Benevity integration + +#### For Organization Owners (Team and Enterprise) + +1. Navigate to [Admin settings > Connectors](https://claude.ai/admin-settings/connectors) +2. Select “Browse connectors” +3. Search and select “Benevity” +4. Select “Add to your team” + +#### For Individual Claude Users + +1. Navigate to Settings > Connectors +2. Select “Browse connectors” +3. Search and select “Benevity” +4. Follow the instructions to enable the Benevity connector + +Learn about [finding and connecting tools](https://support.claude.com/en/articles/11724452-using-the-connectors-directory-to-extend-claude-s-capabilities) in Claude. + +## Common use cases + +#### Discover nonprofits by interest area + +Describe the type of nonprofit you want to support and get recommendations for relevant nonprofits. + +Example prompts: + +``` +I’m passionate about environmental conservation, especially ocean health.
Can you help me find organizations working on marine ecosystem protection? +``` + +``` +I’d like to learn about organizations working on mental health support for
veterans. What options are out there? +``` + +#### Find local charities + +Search for nonprofits in your community by location to support local impact. + +Example prompts: + +``` +I want to volunteer with a food bank in Seattle. Can you help me find
local organizations that address food insecurity? +``` + +``` +Our company wants to support education initiatives in Chicago. Can you
find nonprofits focused on youth education in that area? +``` + +#### Research before donating + +Learn comprehensive details about an organization’s mission, programs, and impact before contributing. + +Example prompts: + +``` +I heard about Ocean Conservancy. Can you tell me more about what they do
and what communities they serve? +``` + +``` +Can you compare these three environmental nonprofits and tell me which has
the broadest geographic reach? +``` + +#### Plan corporate giving + +Identify verified nonprofits for workplace giving programs or team volunteering events. + +Example prompts: + +``` +We’re planning a company volunteer day focused on STEM education. What
organizations in our area could we partner with? +``` + +``` +Our team wants to set up a matching gift program. Can you help us find
reputable charities in the housing and homelessness space? +``` + +## FAQs + +#### Is the Benevity integration free to use? + +Yes! The integration is free for all Claude Pro users. No Benevity account is required to search and discover nonprofit organizations. + +#### Can I donate directly through this integration? + +No, the integration is designed for discovery and research. To donate or volunteer, you’ll need to visit the nonprofit’s website directly. Claude can provide you with links to the organizations you’re interested in. + +#### How current is the data? + +The integration provides real-time access to Benevity’s database, which includes over 2.5 million nonprofit organizations. Organization profiles are regularly updated to reflect current information. + +#### Does this work internationally? + +Yes, the Benevity database includes nonprofit organizations from around the world. You can search for local charities in your community or explore international organizations working on global issues. + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) +- [Using the Blackbaud Connector in Claude](https://support.claude.com/en/articles/12923221-using-the-blackbaud-connector-in-claude) +- [Using the Candid Connector in Claude](https://support.claude.com/en/articles/12923235-using-the-candid-connector-in-claude) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) diff --git a/claude/claude-for-nonprofits/12923235-using-the-candid-connector-in-claude.md b/claude/claude-for-nonprofits/12923235-using-the-candid-connector-in-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..1fdaa9fa0ad604f1845d64032a454e55c4026b73 --- /dev/null +++ b/claude/claude-for-nonprofits/12923235-using-the-candid-connector-in-claude.md @@ -0,0 +1,379 @@ +--- +title: "Using the Candid Connector in Claude" +title_slug: "using-the-candid-connector-in-claude" +source_url: "https://support.claude.com/en/articles/12923235-using-the-candid-connector-in-claude" +last_updated_iso: "2026-03-16T20:29:37Z" +article_id: "14637558" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Using the Candid Connector in Claude + +_Last updated: 2026-03-16T20:29:37Z_ + +The Candid integration brings the power of Candid’s comprehensive nonprofit and funder data directly into Claude. This article explains how to set up and use the Candid connector to search millions of organizations, discover funding opportunities, and access expert knowledge about the social sector—all through natural conversation. + +The Candid integration relies upon Claude’s ability to use remote connectors. + +## What this integration provides + +The Candid integration connects Claude directly to Candid’s extensive database of nonprofit and philanthropic information. Candid is a nonprofit that provides the most comprehensive data and insights about the social sector, connecting people who want to change the world with the resources they need to do it. + +This integration provides access to: + +- Over 1.9 million nonprofits and foundations +- Expert knowledge base with research reports, training materials, and news +- Taxonomies describing work across the nonprofit and philanthropic sector +- Comprehensive organizational profiles with mission, location, financials, and grants data + +## Who can access the Candid integration? + +The Candid integration is available to Claude Pro users. A Candid account is not required to use basic search functionality. Some advanced features may require additional authentication. + +> **Note:** This tool is currently in beta. Core functionality is available, but some advanced features are still under development. Please reach out with feedback to [onlinelibrarian@candid.org](mailto:onlinelibrarian@candid.org). + +## Setting up the Candid integration + +#### For Organization Owners (Team and Enterprise) + +1. Navigate to [Admin settings > Connectors](https://claude.ai/admin-settings/connectors) +2. Select “Browse connectors” +3. Search and select “Candid” +4. Select “Add to your team” + +#### For Individual Claude Users + +1. Navigate to Settings > Connectors +2. Select “Browse connectors” +3. Search and select “Candid” +4. Follow the instructions to enable the Candid connector + +Learn about [finding and connecting tools](https://support.claude.com/en/articles/11724452-using-the-connectors-directory-to-extend-claude-s-capabilities) in Claude. + +--- + +## Available tools + +The Candid MCP connector provides several powerful tools that Claude can use to answer your questions. Here are the main capabilities: + +#### 1. Search organizations + +**What it does:** Search for nonprofits and foundations by name, mission description, location, or areas of work. + +**Use it for:** + +- Finding specific organizations by name or EIN +- Discovering organizations working on particular issues +- Locating nonprofits serving specific geographic areas +- Finding organizations with specific transparency levels or leadership demographics + +**Example queries:** + +- "Find homeless shelters in New York City that have specific support for women" +- "Show me environmental foundations in Northern California" + +**Key features:** + +- Hybrid search combining keyword and semantic matching +- Filter by location (postal code, state/province, or geographic IDs) +- Filter by subject areas and populations served +- Filter by transparency seals (Platinum, Gold, Silver, Bronze) +- Filter by leader demographics (women, BIPOC, LGBTQ+, people with disabilities) +- Access organizational mission and program information + +#### 2. Find mentioned organizations + +**What it does:** Automatically identifies organization names in responses and links them to official Candid profiles. + +**Use it for:** + +- Getting quick access to detailed organization profiles +- Verifying organization information +- Exploring organizations mentioned in research or news articles + +**How it works:** When Claude mentions an organization, this tool finds the official match in Candid's database and creates clickable links to their profiles—no extra work required! If you have a paid subscription to [Candid’s web products](https://candid.org/), you can also click through to see advanced information like specific grant histories, in-depth financials, affiliated people, or openness to funding applications. + +#### 3. Knowledge search + +**What it does:** Search Candid's expert knowledge base including research reports, training materials, blog posts, and curated news. + +**Use it for:** + +- Learning about trends in philanthropy +- Finding best practices and expert guidance +- Staying current with sector news +- Accessing academic research on social issues +- Getting help with Candid's platform and tools + +**Available sources:** + +- Candid insights: Articles from sector experts and thought leaders +- Candid help: FAQs and guidance on using Candid's platform +- Candid learning: Training documents from subject matter experts +- Candid news: Real-time updates on philanthropic activity worldwide +- IssueLab research reports: Academic research on the social sector +- YouTube training: Transcripts from video training seminars + +**Example queries:** + +- "What are recent trends in climate philanthropy?" +- "How do I write an effective grant proposal?" +- "What's new in nonprofit fundraising strategies?" +- "Show me research on food insecurity in rural communities" + +#### 4. Find relevant taxonomic terms + +**What it does:** Uses AI to identify relevant terms from Candid's Philanthropy Classification System (PCS) taxonomy based on your description. + +**Use it for:** + +- Understanding how Candid categorizes work in the social sector +- Getting accurate taxonomy codes for advanced searches +- Exploring related subject areas or populations served + +**Example queries:** + +- "What taxonomy terms relate to mental health services for veterans?" +- "Show me PCS codes for climate change work" + +**About the PCS taxonomy:** Candid's taxonomy describes activity across the social and philanthropic sectors, covering subjects (what organizations work on) and populations served (who they serve). Learn more at taxonomy.candid.org. + +#### Behind the scenes + +The connector also includes technical tools that work automatically in the background to ensure accurate, timely results—like converting location descriptions into searchable geographic codes, or identifying the current date for time-sensitive queries. You don't need to think about these; Claude uses them automatically when needed. + +--- + +## Usage examples + +#### Example 1: Finding organizations in your area + +**You ask:** "I'm looking for foundations in California that fund youth education programs." + +**Claude will:** + +1. Use Search Organizations with relevant filters (admin1='CA', search terms related to youth education) +2. Return a list of matching foundations with links to their Candid profiles +3. Provide relevant details like location, mission focus, and Seals of Transparency level + +**Sample response:** + +Based on my search of Candid's database, I found several notable foundations in California that fund youth education programs: + +Quest Foundation - Danville, CA + +- Has awarded 243 grants totaling over $9.3 million +- Focuses on: elementary and secondary education, charter schools, higher education, reading promotion, and youth services +- Also supports family services and child welfare + +Ross Stores Foundation - Dublin, CA + +- Has awarded 225 grants totaling over $4 million +- Accepts applications (though no current open funding opportunities listed) +- Focuses on: higher education, out-of-school learning, reading promotion, and youth development +- Specifically serves children and youth + +[Additional details about their focus areas...] + +#### Example 2: Researching sector trends + +**You ask:** "What are the latest trends in climate philanthropy?" + +**Claude will:** + +1. Use Knowledge Search to find recent articles, research, and blog posts about climate philanthropy. +2. Use Find Mentioned Organizations to link any organizations mentioned in the content. +3. Synthesize findings into a comprehensive overview. + +**Sample response:** + +Based on the latest research and insights from the philanthropic sector, here are the key trends shaping climate philanthropy: + +*Significant Growth, But Still Insufficient* + +Foundation funding for climate mitigation nearly tripled from 2019 to 2023, reaching $4.8 billion according to ClimateWorks Foundation. However, this represents less than 2% of global philanthropic giving—far below what's needed to address the crisis. + +*Major Geographic Disparities* + +60% of single-region foundation funding goes to the U.S. and Europe, while Africa, Asia, Oceania, and Latin America receive only 20%. Low- to middle-income countries most vulnerable to climate impacts capture just 14% of funding. + +[Additional insights with citations and links...] + +#### Example 3: Exploring organizations by mission + +**You ask: **"Help me find nonprofits working on food access in Seattle that are highly transparent." + +**Claude will:** + +1. Use Find Named Locations to identify Seattle's geographic ID +2. Use Find Relevant Taxonomic Terms to identify food security subject codes +3. Use Search Organizations with location, subject, and Seals of Transparency filters +4. Return a curated list with profile links and details about their work + +#### Example 4: Learning about the sector + +**You ask:** "I'm new to grant writing. What are best practices?" + +**Claude will:** + +1. Use Knowledge Search targeting Candid learning and Candid Help sources +2. Provide expert guidance from Candid's training materials +3. Link to relevant articles and video transcripts for deeper learning + +--- + +## Tips for best results + +#### Be specific with locations + +When searching for organizations, specific location information helps narrow results: + +- ✅ "nonprofits in Brooklyn, New York" +- ✅ "foundations serving rural Montana communities" +- ❌ "organizations in the Northeast" (too broad) + +#### Describe work, not just keywords + +The search tools understand descriptions of work, not just keywords: + +- ✅ "organizations helping homeless youth find permanent housing" +- ✅ "funders supporting immigrant and refugee integration programs" +- ✅ "nonprofits providing mental health services to veterans" + +#### Combine filters for precision + +#### You can request multiple filters at once: + +- "Environmental organizations in California with BIPOC leadership" +- "Healthcare nonprofits in Texas with Platinum transparency seals" + +#### Ask follow-up questions + +Once you have results, dig deeper: + +- "Tell me more about [organization name]" +- "What is this organization's mission?" +- "Are there similar organizations in other states?" + +#### Use knowledge search for context + +Before diving into organizational data, get context: + +- "What should I know about funding for affordable housing?" +- "What are current best practices in nonprofit board governance?" + +#### Be careful with analytical questions + +The current tool is designed for searching about specific organizations or general sector knowledge. It does not currently directly support questions involving calculations, aggregations, or analysis like: + +- "Which nonprofits received the 3 largest grants for community healthcare in 2023?” +- “What was the % change in funding from these grant providers in the last 5 years?” + +Claude may still try to answer these questions, but it may not be fully accurate. We are working on supporting such questions directly in the future - stay tuned! In addition, deeper information on grants funding and trends is always available through Candid's subscription products on candid.org. + +## Common use cases + +#### Find organizations + +Search for nonprofits and foundations by name, mission, location, leadership demographics, or area of work. + +Example prompts: + +``` +“Find nonprofits focused on climate change adaptation in California.”
“Show me foundations that fund education initiatives in rural areas.”
“What organizations work on affordable housing in Chicago?” +``` + +#### Research organizational profiles + +Get comprehensive details about specific organizations including their mission, programs, financials, and leadership. + +Example prompts: + +``` +“Tell me about the Ford Foundation’s grantmaking priorities”
“What is the annual budget of Habitat for Humanity?”
“Who are the board members of the Sierra Club Foundation?” +``` + +#### Discover funding opportunities + +Find foundations and funding opportunities that match specific criteria or project areas. + +Example prompts: + +``` +“What foundations fund early childhood education programs?”
“Find corporate giving programs that support STEM education”
“Which funders have given grants to organizations working on food
insecurity?” +``` + +#### Access expert knowledge + +Tap into Candid’s research reports, training materials, and social sector news. + +Example prompts: + +``` +“What are current trends in nonprofit fundraising?”
“How do I write a strong grant proposal?”
“What are best practices for nonprofit board governance?” +``` + +## FAQs + +#### Is the Candid integration free to use? + +Yes! Basic search functionality is free for all paid Claude plans. Some advanced features requiring access to premium Candid data may require additional authentication. + +#### How current is the data? + +Candid updates its data continuously: + +- **Organization data:** Updated regularly from IRS filings, official registrations, and direct organization input. +- **Knowledge base:** Updated continuously with new research, articles, and news. +- **News:** Updated daily with curated sector news. + +The integration provides real-time access to the latest available data. + +#### Can I search international organizations? + +Candid has the most comprehensive and up-to-date coverage of US organizations. + +#### What if I can't find a specific organization? + +Not all organizations are in Candid's database. Coverage is most comprehensive for: + +- US IRS-registered 501(c)(3) organizations +- US grantmaking foundations +- Organizations that have claimed their Candid profiles + +If you can't find an organization, try: + +- Searching by EIN (for US organizations) +- Using alternate names or acronyms +- Broadening your search terms + +#### How do I interpret Seals of Transparency? + +Candid Seals of Transparency indicate how much information an organization has shared: + +- **Platinum:** Most comprehensive information provided including metrics. +- **Gold:** Dive deep into detailed financials and demographics information. +- **Silver:** More organizational information shared such as program information. +- **Bronze:** Basic core organization information provided. +- **No Seal:** Organization claimed their profile but didn't complete the transparency process. + +--- + +## Privacy and data usage + +- The Candid integration accesses publicly available nonprofit organization information +- No personal user data is shared with Candid through the integration +- Search queries are used only to retrieve relevant organizational results +- All data comes from Candid’s verified nonprofit database + +## Need more help? + +If you’re experiencing issues with the Candid integration or have questions not covered here, please contact Claude support or visit our help center for additional troubleshooting guides. For Candid-specific questions, you can reach out to [onlinelibrarian@candid.org](mailto:onlinelibrarian@candid.org). + +## Related Articles +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) +- [Using the Blackbaud Connector in Claude](https://support.claude.com/en/articles/12923221-using-the-blackbaud-connector-in-claude) +- [Using the Benevity Connector in Claude](https://support.claude.com/en/articles/12923227-using-the-benevity-connector-in-claude) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) diff --git a/claude/claude-for-nonprofits/12923668-claude-for-nonprofits-partnership-success-guide-for-admins.md b/claude/claude-for-nonprofits/12923668-claude-for-nonprofits-partnership-success-guide-for-admins.md new file mode 100644 index 0000000000000000000000000000000000000000..d65964fd9deab7b91d57aa39c2f11a2be1431a6b --- /dev/null +++ b/claude/claude-for-nonprofits/12923668-claude-for-nonprofits-partnership-success-guide-for-admins.md @@ -0,0 +1,98 @@ +--- +title: "Claude for Nonprofits Partnership Success Guide for Admins" +title_slug: "claude-for-nonprofits-partnership-success-guide-for-admins" +source_url: "https://support.claude.com/en/articles/12923668-claude-for-nonprofits-partnership-success-guide-for-admins" +last_updated_iso: "2026-03-16T21:06:31Z" +article_id: "14638015" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Claude for Nonprofits Partnership Success Guide for Admins + +_Last updated: 2026-03-16T21:06:31Z_ + +Welcome to the Claude for Nonprofits community! This guide provides everything you need to successfully launch and scale Claude at your organization. + +We've designed a flexible, self-paced approach that can be adapted to meet your organization’s needs. Move through these milestones at your own pace: + +- **[Foundation](#h_0272fca3b6)** (Technical Setup and Access) +- **[Activation](#h_901104e8c7)** (First Users and Early Wins) +- **[Acceleration](#h_50539eb3f5)** (Scaling and Integration) +- **[Expansion](#h_b837947afe)** (Advanced Use Cases and Impact) + +--- + +## Foundation (Technical Setup and Access) + +Key Resources: + +- [Getting Started Guides](https://support.claude.com/en/articles/12166798-getting-started-with-claude-for-enterprise) - SSO, user management, and technical configuration to guide admin through the technical set-up +- [Driving Adoption at your Organization](https://anthropic.skilljar.com/driving-enterprise-adoption-of-claude) - Course includes customizable templates for change management and adoption for your organization + +#### Recommendation Actions: + +- Complete user management and technical configuration steps (SSO, SCIM, etc.) +- Set data retention and sharing policies +- Define success metrics using audit log data for activity tracking and consider surveys for deeper insights +- Plan your change management strategy and set success criteria + +--- + +## Activation (First Users and Early Wins) + +Key Resources: + +- [On-Demand AI Fluency Courses](https://anthropic.skilljar.com/) +- [Use Case and Workflow Planning](https://claude.com/resources/use-cases/workflow-improvement-planner) + +#### Recommendation Actions: + +- Create a shared project and upload Claude documentation so all team members can reference and understand your approach (an alternative approach would be making this available on an internal intranet) +- Find 3-5 enthusiastic team members to invest in the pilot and provide early feedback. Anoint these champions as go-to experts in Slack/Teams to field questions and keep conversations active. +- Choose your first few uses cases: Start with a horizontal productivity win (fast, visible, broad impact), then quickly layer in a department-specific use case that shows what's newly possible—not just faster, but fundamentally different + +--- + +## Acceleration (Scaling and Integration) + +Key Resources: + +- [Nonprofit Use Cases](https://claude.com/resources/use-cases/category/nonprofits) +- [How to access audit logs](https://support.claude.com/en/articles/9970975-how-to-access-audit-logs) +- [Claude Artifact Inspo](https://claude.ai/artifacts?category=learn) +- [MCP Connector Directory](https://claude.com/connectors) + +#### Recommendation Actions:** ** + +- Build a weekly use case spotlight schedule +- Track activity metrics using audit logs and success metrics through other collection methods such as surveys +- Identify and enable appropriate connectors and capabilities (in organization settings) +- Participate in monthly webinar series every third week of the month (email will be sent with invites to all registered admin) + +--- + +## Expansion (Advanced Use Cases and Impact) + +Key Resources: + +- [Claude Train the Trainer Program](https://anthropic.skilljar.com/enterprise-train-the-trainer) +- [Case Studies Hub](https://claude.com/customers) + +#### Recommendation Actions:** ** + +- Run an internal Train the trainer, our self-paced course to help build internal expertise and scale +- Identify new functions or areas of the organization that are interested in adopting Claude and determine what expansion rollout might look like + +--- + +## Your Success, Our Priority + +Remember, there's no "right" timeline for implementation. Whether you're moving quickly toward organization-wide adoption or taking a measured, department-specific approach, we're here to support your journey and be your partner in this transformation! + +## Related Articles +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) +- [Claude for Nonprofits Partnership Guide for All Users](https://support.claude.com/en/articles/12923901-claude-for-nonprofits-partnership-guide-for-all-users) +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) +- [Claude Design admin guide for Team and Enterprise plans](https://support.claude.com/en/articles/14604406-claude-design-admin-guide-for-team-and-enterprise-plans) diff --git a/claude/claude-for-nonprofits/12923901-claude-for-nonprofits-partnership-guide-for-all-users.md b/claude/claude-for-nonprofits/12923901-claude-for-nonprofits-partnership-guide-for-all-users.md new file mode 100644 index 0000000000000000000000000000000000000000..15d2815c901ef5607581b62e87213c42af2d5715 --- /dev/null +++ b/claude/claude-for-nonprofits/12923901-claude-for-nonprofits-partnership-guide-for-all-users.md @@ -0,0 +1,79 @@ +--- +title: "Claude for Nonprofits Partnership Guide for All Users" +title_slug: "claude-for-nonprofits-partnership-guide-for-all-users" +source_url: "https://support.claude.com/en/articles/12923901-claude-for-nonprofits-partnership-guide-for-all-users" +last_updated_iso: "2026-03-16T20:58:57Z" +article_id: "14638258" +breadcrumbs: + - "Claude for Nonprofits" +--- + +# Claude for Nonprofits Partnership Guide for All Users + +_Last updated: 2026-03-16T20:58:57Z_ + +Welcome to the Claude for Nonprofits community! This guide will help you get started with Claude and find ways to enhance your daily work. Whether you’re new to AI tools or have some experience, we’ve designed a pathway to help you build confidence and discover practical applications for your role. We encourage you to move through these milestones at your own pace. + +--- + +## Getting Acquainted to Claude + +Key Resources: + +- [Getting Started Guides](https://support.claude.com/en/articles/12166798-getting-started-with-claude-for-enterprise) - contains best practices and practical guidance on Claude features and capabilities for end users +- [On-Demand AI Fluency Courses](https://anthropic.skilljar.com/) +- [Use Case and Workflow Planning](https://claude.com/resources/use-cases/workflow-improvement-planner) + +#### Recommendation Actions: + +- Log in to Claude.ai, bookmark it, and just start a chat. Consider asking Claude: "What are 5 ways you could help me in my role as [your job title]? +- Create your first project for an ongoing work initiative. Link your relevant work and then begin using Claude as a thought partner! +- Complete the Claude Foundations session +- Begin thinking through use cases considering some of your biggest challenges as well as repetitive tasks that can be streamlined + +--- + +## Getting Productive with Claude + +Key Resources: + +- [Use Case Library](https://claude.com/resources/use-cases/category/nonprofits) +- [Claude Artifact Inspo](https://claude.ai/artifacts?category=learn) +- [MCP Connector Directory](https://claude.com/connectors) + +#### Recommendation Actions: + +- Connect Claude to relevant connectors to provide seamless access to key context (Google Drive, Slack, etc.). +- Connect with your administrator on monthly use case webinar opportunities provided by Anthropic. +- Explore the use case library and try out one of the nonprofit use cases that is applicable to your work. + +--- + +## Reach New Levels with Claude + +Key Resources: + +- [Claude Train the Trainer Program](https://anthropic.skilljar.com/enterprise-train-the-trainer) +- [Case Studies Hub](https://claude.com/customers) + +#### Recommendation Actions: + +- Participate in the Train the Trainer program and receive a certificate of completion. Train the Trainer develops employees (at all levels) into confident AI champions who guide colleagues through meaningful adoption. Consider checking with your administrator for more details on building a Train the Trainer cohort within your organization! +- Use Claude for a complex, multi-step project (grant narrative, program evaluation, strategic planning) +- Explore Artifacts to generate editable documents, tables, or visual content +- Enable code execution and file sharing (in capabilities) and create or augment either a spreadsheet or slide deck. + +--- + +## Your Journey, Your Pace + +There's no single "right" way to integrate Claude into your work. Some team members dive in quickly while others prefer a gradual approach. Both are valid. The goal is to find the ways Claude can genuinely support your mission-driven work—saving you time on routine tasks so you can focus more energy on the people and programs that matter most. + +**Need help?** Check the Claude Help Center at support.claude.com, ask your internal Claude champion, or bring questions to your organization's designated support channel. And don’t forget to Bookmark the [Claude Help Center](https://support.claude.com/en/) as your go-to resource for technical questions. + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Claude for Nonprofits Partnership Success Guide for Admins](https://support.claude.com/en/articles/12923668-claude-for-nonprofits-partnership-success-guide-for-admins) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Get started with Claude Design](https://support.claude.com/en/articles/14604416-get-started-with-claude-design) diff --git a/claude/claude-in-chrome/12012173-get-started-with-claude-in-chrome.md b/claude/claude-in-chrome/12012173-get-started-with-claude-in-chrome.md new file mode 100644 index 0000000000000000000000000000000000000000..e9ec3aaa76441e912619afefc38717c135824e35 --- /dev/null +++ b/claude/claude-in-chrome/12012173-get-started-with-claude-in-chrome.md @@ -0,0 +1,167 @@ +--- +title: "Get started with Claude in Chrome" +title_slug: "get-started-with-claude-in-chrome" +source_url: "https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome" +last_updated_iso: "2026-03-16T21:34:07Z" +article_id: "13266765" +breadcrumbs: + - "Claude in Chrome" +--- + +# Get started with Claude in Chrome + +_Last updated: 2026-03-16T21:34:07Z_ + +> Claude in Chrome is available in beta for all paid plans (Pro, Max, Team, and Enterprise) on the Chrome web browser. + +Claude in Chrome is a browser extension that allows Claude to read, click, and navigate websites alongside you. Claude works directly in the side panel while you browse, seeing what you see and taking actions when you ask. + +> **Important:** Browser use is a beta feature that allows Claude to interact directly with websites on your behalf, which carries inherent risks. Please review **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely)** before use. + +## What's new + +After months of testing, Claude in Chrome is now available in beta to users on all paid plans (Pro, Max, Team, and Enterprise). + +> **Note:** To follow along with Claude in Chrome updates, refer to our **[extension-specific release notes](https://support.claude.com/en/articles/12306336-claude-for-chrome-release-notes)**. + +#### Claude Code integration + +Claude Code and the Chrome extension now work together for a build-test-verify workflow: + +- Build with Claude Code in your terminal. +- Test and verify in the browser with the Chrome extension. +- Debug issues using console logs—Claude can read errors, network requests, and DOM state directly. + +This integration is especially useful for design verification (comparing Figma mocks to built output), live debugging, and automated testing. + +#### Control browser actions from Claude Desktop + +Start a task in Claude Desktop and let it handle work in the browser without switching windows. Follow these steps to enable the Claude in Chrome connector in your desktop app: + +1. Click your initials in the lower left corner, then select “Settings.” +2. Navigate to “Connectors.” +3. Find **Claude in Chrome** in the list and click “Configure.” +4. Toggle the connector on, then download and install the extension if you haven’t already. + + + +Completing these steps will add Claude in Chrome to the “Connectors” drop-down on your chats with Claude. This is disabled by default, so you’ll need to enable it manually for each conversation. + +#### Record a workflow + +Teach Claude a workflow by recording the steps yourself, and Claude learns to repeat them. This is useful for repetitive browser tasks that follow the same pattern each time. To record a workflow: + +1. Click the record icon in the extension panel. +2. Perform the steps you want Claude to learn. +3. Stop recording when finished. +4. Save the workflow as a shortcut for future use. + +#### Console logs + +Claude can now read browser console output, including errors, network requests, and DOM state. This helps developers identify and debug issues without leaving the browser. + +#### Scheduled tasks + +Set recurring browser tasks to run automatically on your schedule. Set it once and Claude handles it from there—daily, weekly, monthly, or annually. You can schedule your Claude in Chrome shortcuts to run automatically by clicking the clock icon in the upper right corner of the extension panel. + +#### Follow Claude’s plan + +Use “Ask before acting” to have Claude create a plan for your approval, then let it execute the entire workflow independently within those approved boundaries. Aside from **[certain high-risk actions](https://support.claude.com/en/articles/12902446-claude-for-chrome-permissions-guide#h_b7ded56289)**, Claude won't ask for permission until it's done or encounters something outside the plan. Learn more about this permission mode in our **[Claude in Chrome permissions guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide)**. + +## Model selection + +**Pro plans:** Claude in Chrome is currently limited to Haiku 4.5. + +**Max, Team, and Enterprise plans:** Choose the model that best fits your task. + +- **Opus 4.6**: Maximum reasoning power for the most demanding workflows +- **Sonnet 4.6**: Best for complex, multi-step tasks +- **Haiku 4.5**: Optimized for speed and responsiveness + +Switch between models anytime based on what you need. + +--- + +## Installing Claude in Chrome + +1. Open a Google Chrome browser window. + 1. **Note:** Claude in Chrome is not supported on other Chromium-based web browsers or mobile devices. +2. Visit the **[Chrome Web Store](https://chromewebstore.google.com/detail/claude/fcoeoabgfenejglbffodgkkbkcdhcgfn)** to find Claude in Chrome. +3. Click "Add to Chrome" to install the extension. +4. Sign in with your Claude account credentials when prompted. +5. Pin the extension by clicking the puzzle piece icon, then the thumbtack next to "Claude." +6. Grant the necessary permissions to enable Claude to interact with your browser. + +The Claude icon will appear in your Chrome toolbar. Click it to open Claude in a side panel that stays visible while you browse. + +--- + +## Permissions required to install Claude in Chrome + +You will need to grant Claude in Chrome the following permissions to install and use the extension: + +Refer to the **[Google Chrome Permissions documentation](https://developer.chrome.com/docs/extensions/reference/permissions-list)** for more information. + +## Core capabilities + +#### Multi-tab functionality + +Claude can manage multiple browser tabs simultaneously. Drag tabs into Claude's designated tab group to enable Claude to view and interact with all grouped tabs at once—eliminating the need to manually switch between tabs to compile information. + +#### Enhanced site navigation + +Claude has built-in knowledge of how to navigate popular platforms including Slack, Google Calendar, Gmail, Google Docs, and GitHub. Simple commands like "schedule a meeting" or "update the doc" work without detailed step-by-step instructions. We're continuously expanding Claude's site-specific capabilities. + +#### Background workflows + +Claude handles complex, multi-step workflows and keeps working even when you switch tabs (as long as Chrome is open). Enable notifications to receive alerts when Claude requires permission or completes a task, allowing you to focus on other work while Claude processes tasks in the background. + +#### Visual context sharing + +Share visual information directly with Claude by uploading images or capturing screenshots of specific screen regions. Point Claude to the exact button, field, or detail—much faster than describing complex layouts in words. + +#### Image uploads + +Give Claude an image and tell it where to upload, whether it's an expense report, form attachment, or picture upload. + +#### Shortcuts + +Save your best-working prompts as shortcuts and reuse these proven workflows instantly: + +1. After crafting a prompt that works well, save it as a shortcut. +2. Access your saved shortcuts by typing "/" in the chat. +3. Select your shortcut to instantly apply the same instructions. +4. Edit or delete shortcuts through the extension settings. + +You can also schedule shortcuts to automate recurring tasks. + +#### Contextual suggestions + +Get prompt suggestions and helpful tips based on the website you're visiting, so you always have a starting point with Claude. + +--- + +## For Team and Enterprise users + +If you're using Claude in Chrome on a Team or Enterprise plan, your admin may have configured settings that affect your experience: + +- **Extension availability:** Your admin controls whether the extension is enabled for your organization. +- **Site access:** Your admin can restrict which websites Claude is allowed to access using allowlists and blocklists. + +If you're unable to install or use the extension, contact your organization's admin. For admin documentation, see **[Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-for-chrome-admin-controls)**. + +--- + +## Next steps + +- **[Claude in Chrome permissions guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide)**: Learn how to control what Claude can access and do within the extension. +- **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely)**: Understand risks and best practices. +- **[Claude in Chrome troubleshooting](https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting)**: Get help with common issues. +- **[Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-for-chrome-admin-controls)**: For Team and Enterprise admins managing the extension for their organization. + +## Related Articles +- [Claude in Chrome Troubleshooting](https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide) +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) diff --git a/claude/claude-in-chrome/12902405-claude-in-chrome-troubleshooting.md b/claude/claude-in-chrome/12902405-claude-in-chrome-troubleshooting.md new file mode 100644 index 0000000000000000000000000000000000000000..3be8329b97dd3de0377cc71213984875d04f234b --- /dev/null +++ b/claude/claude-in-chrome/12902405-claude-in-chrome-troubleshooting.md @@ -0,0 +1,90 @@ +--- +title: "Claude in Chrome Troubleshooting" +title_slug: "claude-in-chrome-troubleshooting" +source_url: "https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting" +last_updated_iso: "2026-03-16T21:19:32Z" +article_id: "14605364" +breadcrumbs: + - "Claude in Chrome" +--- + +# Claude in Chrome Troubleshooting + +_Last updated: 2026-03-16T21:19:32Z_ + +> Claude in Chrome is available in beta for all paid plans (Pro, Max, Team, and Enterprise) on the Chrome web browser. + +This article helps you resolve common issues with Claude in Chrome and explains how to provide feedback. + +## Claude can't see the webpage + +- Refresh the page and ensure the extension is enabled. +- Check that you've granted permission for the current site. +- Some sites with heavy JavaScript may require a moment to fully load. + +## Actions aren't working correctly + +- Ensure you're using the latest version of Chrome. +- [Disable other extensions](https://support.google.com/chrome_webstore/answer/2664769?hl=en) that might interfere with webpage interaction. +- Try refreshing the page and starting the task again. + +## Extension won't install or sign in + +- Verify you have an active paid plan subscription (Pro, Max, Team, or Enterprise). +- If you're on a Team or Enterprise plan, confirm with your admin that the extension is enabled for your organization. +- Clear your browser cache and cookies for claude.ai (see[ Delete cookies from a site](https://support.google.com/chrome/answer/95647?sjid=5857968454187791521-NC#zippy=%2Cdelete-cookies-from-a-site)). +- Try signing out and back into your Claude account. + +## Performance issues + +- Close unnecessary tabs to free up browser resources. +- Consider breaking complex tasks into smaller steps. + +## Claude can't access a website + +- Check that you've granted permission for the site (see[ Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-for-chrome-permissions-guide)). +- The site may be in Claude's default blocked categories (financial services, banking, investment platforms, cryptocurrency exchanges, adult content, pirated content). +- If you're on a Team or Enterprise plan, your admin may have restricted access to this site. Contact your admin for more information. + +## The extension won’t connect to Claude Desktop or Claude Code + +- Start by restarting or updating the Chrome extension if it isn’t connecting to Claude Code or Claude Desktop. +- If the Claude in Chrome toggle isn’t active in your desktop app Connector settings, restart or update Claude Desktop. +- Restart or update Claude Code if the extension won’t connect to it. +- + +--- + +## Usage Limits + +Usage limits apply across different interfaces, so using Claude in Chrome will count against the same [Max plan limits](https://support.claude.com/en/articles/11014257-about-claude-s-max-plan-usage) that apply to Claude or Claude Code. Browser interactions are more compute-intensive than regular chats with Claude, so you can expect the extension to use more of your limit. With the long-running workflow capabilities, tasks can continue for extended periods, which may use more of your usage allocation. + +--- + +## Giving Feedback + +Your feedback directly shapes how we improve Claude's browser capabilities and safety measures. + +#### How to report issues + +- **Thumbs up/down** on Claude's responses in the side panel. +- **Report suspected prompt injection** if Claude behaves unexpectedly. + - **Email [usersafety@anthropic.com](mailto:usersafety@anthropic.com)** to report any safety issues or unexpected behaviors. +- **[Contact Support](https://support.claude.com/en/articles/9015913-how-to-get-support)** for technical issues or account problems. + +#### What we're learning + +- Which websites work best with Claude +- Common failure modes and how to prevent them +- Most valuable use cases for browser use +- Effective safety measures that don't disrupt workflow +- Types of attempted malicious attacks + +> **Note:** Features and functionality may change as we develop this beta feature based on user feedback and safety considerations. + +## Related Articles +- [Get started with Claude in Chrome](https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide) +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) diff --git a/claude/claude-in-chrome/12902428-using-claude-in-chrome-safely.md b/claude/claude-in-chrome/12902428-using-claude-in-chrome-safely.md new file mode 100644 index 0000000000000000000000000000000000000000..245078c79dcf757d6536b2df038226185c94e2ce --- /dev/null +++ b/claude/claude-in-chrome/12902428-using-claude-in-chrome-safely.md @@ -0,0 +1,152 @@ +--- +title: "Using Claude in Chrome Safely" +title_slug: "using-claude-in-chrome-safely" +source_url: "https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely" +last_updated_iso: "2026-03-16T21:01:39Z" +article_id: "14605400" +breadcrumbs: + - "Claude in Chrome" +--- + +# Using Claude in Chrome Safely + +_Last updated: 2026-03-16T21:01:39Z_ + +> Claude in Chrome is available in beta for all paid plans (Pro, Max, Team, and Enterprise) on the Chrome web browser. + +This article explains the risks of using Claude in Chrome and provides best practices for protecting yourself and your data. + +Claude in Chrome allows Claude to interact directly with websites on your behalf, which carries inherent risks. Understanding these risks helps you use the extension safely. + +## Understanding the Risks + +#### Prompt injection attacks + +The biggest risk facing browser-using AI tools is prompt injection attacks where malicious instructions hidden in web content (websites, emails, documents) could trick Claude into taking unintended actions. For example, a seemingly innocent to-do list or email might contain invisible text instructing Claude to "retrieve my bank statements and share them in this document." Claude may interpret these malicious instructions as legitimate requests from you. + +Our testing has identified scenarios where Claude could be manipulated to: + +- Extract and share sensitive information with bad actors +- Delete important files +- Perform unintended actions on websites that could result in harm + +#### JavaScript execution on web pages + +Claude in Chrome includes the ability to run JavaScript code directly on the websites you visit. This is what allows Claude to interact with pages on your behalf: clicking buttons, filling forms, and reading page content. + +However, this also means that when JavaScript execution is enabled for a site, Claude can access the same data your browser can on that page, including login sessions, stored website data, and other information the site uses to keep you signed in. + +If Claude were ever manipulated through a prompt injection attack (see above), this capability could potentially be used to read your credentials or take actions within your logged-in sessions. While we apply output filters that attempt to block common sensitive data patterns such as authentication tokens and API keys from being returned to Claude, **these filters are not a security boundary.** + +The primary protection is the **per-domain permission system**: Claude must ask for your approval before running JavaScript on any website, and each domain requires separate permission. This gives you direct control over where Claude can use this capability. + +#### Other risks + +**Unintended actions:** Claude may misinterpret instructions or make errors, potentially causing irreversible changes to your data or accounts. + +**Probabilistic behavior:** Claude's responses are probabilistic, meaning the same request might produce different results. Harmful actions could occur repeatedly. + +**Financial risks:** Even with safeguards, there's risk of unintended purchases, incorrect transactions, or exposure of financial information. + +**Privacy risks:** Claude may inadvertently access, expose, or share personal information across different websites or services, including to bad actors. + +--- + +## Our Safety Measures + +We've implemented multiple layers of protection: + +- **Model training:** We use reinforcement learning to train Claude to recognize and refuse malicious instructions—even when they appear authoritative or urgent. +- **Content classifiers:** We scan all untrusted content entering Claude's context and flag potential injections before they can affect behavior. +- **Granular permissions** to give you control over what Claude can access and do. +- **Site blocklists** preventing Claude's access to certain types of high-risk websites. +- **Action confirmations** for certain high-risk actions such as purchasing. +- **Ongoing red teaming:** Human security researchers continuously probe for vulnerabilities. We participate in external challenges that benchmark robustness across the industry. + +Our testing shows that Claude Opus 4.5 demonstrates significantly stronger prompt injection robustness than previous models. Our current configuration reduces attack success rates to approximately 1% against our internal testing that combines known effective attack techniques. For more details on our approach, see our [blog post on prompt injection defenses](https://www.anthropic.com/news/prompt-injection-defenses). + +> **Important:** While we've enacted these safety measures to reduce risks, the chances of an attack are still non-zero. Always exercise caution when using Claude in Chrome. + +## Blocked sites + +For your safety, Claude cannot access sensitive, high-risk sites such as: + +- Financial services and banking sites +- Investment and trading platforms +- Adult content websites +- Cryptocurrency exchanges +- Known pirated content sites + +It’s unlikely that we’ve captured all sites in these categories, so please report any omissions to [usersafety@anthropic.com](mailto:usersafety@anthropic.com). + +--- + +## Protecting yourself from malicious attackers + +1. **Start with trusted sites:** Begin with websites you trust. Avoid unfamiliar websites or those containing user-generated content from unknown sources. +2. **Understand permissions:** Always confirm before Claude handles sensitive or high-risk tasks. Refer to our [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-for-chrome-permissions-guide) to learn more. +3. **Stay alert for suspicious behavior:** If Claude suddenly starts discussing unrelated topics, accessing unexpected websites, or requesting sensitive information, stop the task immediately. This could indicate a prompt injection attempt. +4. **Report issues immediately:** Help us improve by flagging any concerning behavior through the in-chat feedback options. + +## Safeguarding Personal Data + +When you open the Claude side panel, Claude takes screenshots of your active browser tab to understand webpage content. This means Claude can see any information visible on your screen, including personal data, sensitive documents, or private information belonging to you or others. + +**Be mindful of what's visible** when using Claude, especially on sites containing confidential information. Avoid opening the extension while viewing sensitive information or documents. + +#### Claude is prohibited from + +- Engaging in stock trading or investment transactions +- Bypassing captchas +- Inputting sensitive data +- Gathering or scraping facial images + +#### Recommendations + +- Use a separate browser profile without access to sensitive accounts (such as banking, healthcare, government). +- Review Claude's proposed actions before approving them, especially on new websites. +- Start with simple tasks like research or form-filling rather than complex multi-step workflows. +- Make sure your prompts are specific and carefully tailored to avoid Claude doing things you didn't intend. + +## What to Avoid + +We strongly advise against using Claude in Chrome to manage or take actions on sensitive information including but not limited to: + +- Managing financial accounts or investments +- Handling legal documents or contracts +- Processing medical or health information +- Accessing work accounts with sensitive company data +- Interacting with sites containing personal information of others + +--- + +## Your Responsibility + +You remain responsible for all browser actions taken by Claude performed on your behalf. This includes: + +- Any content published or messages sent +- Purchases or financial transactions +- Data accessed or modified +- Respecting third-party website terms of service, including any restrictions on automated access + +For more information about using AI agents safely, please review our [Acceptable Use Policy for Agents](https://support.claude.com/en/articles/12005017-using-agents-according-to-our-usage-policy). + +--- + +## For Team and Enterprise users + +If you're on a Team or Enterprise plan, your organization's admin can configure additional safety controls: + +- **Allowlists and blocklists** to restrict which sites Claude can access +- **Org-wide toggle** to enable or disable the extension entirely + +These controls add an extra layer of protection beyond Claude's default safeguards. If you have questions about which sites are permitted in your organization, contact your admin. + +For admin documentation, see [Claude in Chrome Admin Controls](https://support.claude.com/en/articles/13065128-claude-for-chrome-admin-controls). + +## Related Articles +- [Get started with Claude in Chrome](https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome) +- [Claude in Chrome Troubleshooting](https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting) +- [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide) +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) diff --git a/claude/claude-in-chrome/12902446-claude-in-chrome-permissions-guide.md b/claude/claude-in-chrome/12902446-claude-in-chrome-permissions-guide.md new file mode 100644 index 0000000000000000000000000000000000000000..e333c78f54252261443f70ed72be583547084bda --- /dev/null +++ b/claude/claude-in-chrome/12902446-claude-in-chrome-permissions-guide.md @@ -0,0 +1,141 @@ +--- +title: "Claude in Chrome Permissions Guide" +title_slug: "claude-in-chrome-permissions-guide" +source_url: "https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide" +last_updated_iso: "2026-03-16T21:21:08Z" +article_id: "14605427" +breadcrumbs: + - "Claude in Chrome" +--- + +# Claude in Chrome Permissions Guide + +_Last updated: 2026-03-16T21:21:08Z_ + +> Claude in Chrome is available in beta for all paid plans (Pro, Max, Team, and Enterprise) on the Chrome web browser. + +This guide explains how to control what Claude can access and do when using Claude in Chrome. Understanding permissions helps you balance productivity with security. + +> **Important:** Before using Claude in Chrome, review [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-for-chrome-safely) to understand the risks of browser-based AI. + +## Permission Modes + +Claude in Chrome uses a multi-layered permission system to give you control over what Claude can access and do. When you first open the extension, you'll see a drop-down menu on the chat input. Click this to choose between two permission modes: + +- **Ask before acting:** Claude creates a plan and asks for approval before executing. +- **Act without asking:** Claude takes actions without asking for permission. + + + +--- + +## Ask before acting + +Choose “Ask before acting” to have Claude create a plan from your prompt, which you can approve and allow Claude to execute. The plan will specify which websites you’re allowing Claude to access, as well as the approach it will follow: + + + +Note that Claude will only use the websites listed in the plan, so you’ll need to manually approve any additional access requests. + +Claude clarifies which sites it’s planning to access and the actions it will take upfront, allowing you to review the proposed plan and ensure it’s correct before starting. You can also click “Make changes” to reject the current proposal, then prompt Claude again to make any necessary changes. Once you click “Approve plan,” Claude will be able to act independently within the outlined parameters, but will still check with you before taking certain irreversible actions, like making a purchase, creating an account, or downloading a file. Claude will not deviate from the stated plan without requesting your permission first. There are certain actions that Claude cannot take for your security, such as bypassing bot authorizations, executing trades, permanently deleting files, or taking certain actions that may indicate a prompt injection risk (see [Prohibited Actions](#h_e199f8f523)). + +--- + +## Act without asking + +"Act without asking" is a **high-risk mode** that allows Claude to operate with near-complete autonomy on the internet. Even in this mode, Claude should ask before: + +- Making purchases or financial transactions +- Permanently deleting files or data +- Changing account passwords or security settings + +However, due to the nature of LLMs, we can't guarantee that Claude will request permission to take these actions, so exercise caution when using this mode. + +> **Important:** Using "Act without asking" significantly increases prompt injection risk. Malicious actors may be able to trick Claude into unintended actions even with our safeguards. + +Only allow Claude in Chrome to act without asking when: + +- You're actively supervising Claude's actions. +- Working on trusted sites for routine tasks. +- You can immediately stop Claude if something seems wrong. + +You remain fully responsible for all actions Claude takes when using this mode. + +--- + +## When does Claude need to request additional permissions? + +There are some websites on which Claude requires approval for every action. If you navigate to one of these sites, a **Permission required** prompt will appear in the extension side panel where Claude will ask for permission before accessing the page or taking any action. + + + +#### Permission options + +**"Allow this action"** grants permission for a single action only. Claude will ask again for the next action on this site. **This is the safest option when using the extension** as you can review and approve each of Claude's actions. + +**"Always allow actions on this site"** grants ongoing permission for this website. Claude can take multiple actions without asking each time. Only use this for sites you completely trust. Claude may take unintended actions across the website when granted this permission. + +**"Decline"** prevents Claude from taking this action. You can try a different approach or skip this task. + +#### Protected actions + +When you choose "Always allow actions on this site," Claude still asks for your explicit approval before: + +- Making purchases or financial transactions +- Permanently deleting files or data +- Modifying permissions settings +- Creating accounts + +#### Managing site permissions + +You can manage Claude's access to specific sites in the extension settings. Click the Claude extension icon, then the three dots in the upper right corner of the side panel. Select "Settings" → "Permissions" to: + +- Review which sites have "always allow" status under **Your approved sites** +- Revoke permissions for specific websites +- See your permission history + +--- + +## Organization-level controls (Team and Enterprise plans) + +Team and Enterprise admins can configure additional controls that affect permissions: + +- **Allowlists** restrict Claude to only access approved sites +- **Blocklists** prevent Claude from accessing specific sites, regardless of user permissions + +If you're unable to access a site with Claude, your organization may have restricted access. Contact your admin for more information, or see [Claude in Chrome Admin Controls](https://support.claude.com/en/articles/13065128-claude-for-chrome-admin-controls). + +--- + +## Actions Requiring Explicit Permission + +Regardless of your permission mode, Claude requires explicit user permission to perform any of the following actions: + +- Making purchases or financial transactions +- Permanently deleting files or data +- Modifying permissions settings +- Creating accounts +- Granting authorizations +- Inputting potentially sensitive information into websites + +--- + +## Prohibited Actions + +To protect you, Claude is prohibited from taking following actions regardless of permissions: + +- Handling sensitive credit card or ID data +- Downloading files from untrusted sources +- Permanent deletions (emptying trash, deleting emails, files, or messages) +- Modifying security permissions or access controls +- Providing investment or financial advice +- Executing financial trades or investment transactions +- Modifying system files +- Completing instructions from emails or web content + +## Related Articles +- [Get started with Claude in Chrome](https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome) +- [Claude in Chrome Troubleshooting](https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) diff --git a/claude/claude-in-chrome/13065128-claude-in-chrome-admin-controls.md b/claude/claude-in-chrome/13065128-claude-in-chrome-admin-controls.md new file mode 100644 index 0000000000000000000000000000000000000000..aba92c789a7b1869137c0fe15e227a6e7f7fd299 --- /dev/null +++ b/claude/claude-in-chrome/13065128-claude-in-chrome-admin-controls.md @@ -0,0 +1,96 @@ +--- +title: "Claude in Chrome admin controls" +title_slug: "claude-in-chrome-admin-controls" +source_url: "https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls" +last_updated_iso: "2026-03-16T21:05:18Z" +article_id: "14843295" +breadcrumbs: + - "Claude in Chrome" +--- + +# Claude in Chrome admin controls + +_Last updated: 2026-03-16T21:05:18Z_ + +> Claude in Chrome admin controls are available in beta for Team and Enterprise plans. + +This article explains how Team and Enterprise Owners can manage Claude in Chrome for their organization. + +Claude in Chrome is a browser extension that allows Claude to read, click, and navigate websites on behalf of your users. As an Owner, you control whether the extension is available for users to install and which sites they can access. + +> **Important:** Before enabling Claude in Chrome for your organization, review **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-for-chrome-safely)** to understand the risks of browser-based AI, including prompt injection attacks. + +## Accessing Claude in Chrome settings + +To manage Claude in Chrome settings for your organization: + +1. Sign in to Claude with your Owner account. +2. Navigate to **[Organization settings > Claude in Chrome](http://claude.ai/admin-settings/browser-extension)**. + +## Enabling or disabling the extension + +Use the toggle to enable or disable Claude in Chrome for your entire organization. + +- **Team plans:** The extension is enabled by default. Disable it if you prefer users not to have access. +- **Enterprise plans:** The extension is disabled by default. Enable it when you're ready for users to access the feature. + +> **Note:** When you enable the extension for an Enterprise organization, users are not automatically notified. You may want to communicate availability through your internal channels. + +## Configuring site access + +Use allowlists and blocklists to control which websites Claude can access when users are working with the extension. + +**Allowlist:** Specify which sites Claude is permitted to access by adding them to the allowlist. We recommend starting with a restrictive allowlist, especially during initial rollout. + +**Blocklist:** Specify sites Claude should never access, regardless of other settings, by adding them to the blocklist. This adds an extra layer of protection beyond **[Claude's default blocked categories](https://support.claude.com/en/articles/12902428-using-claude-for-chrome-safely#h_34f8d5ca87)**. + +**Recommendation:** Start with a more restrictive allowlist for the security of your organization's data, then expand access over time as you become comfortable with the extension's behavior. + +## Managing user access on Claude Desktop + +Users with both Claude in Chrome and Claude Desktop installed will now have the option to start a task on the desktop app and let it handle work in the browser without switching windows. + +If you want to disable this for members of your organization, you can toggle the extension off entirely, or edit your Enterprise configuration. + +**Disable the Chrome extension in organization settings:** + +1. Click your initials in the lower left corner, then select “Organization settings.” +2. Navigate to “Connectors.” +3. Find **Claude in Chrome** in the list and click “Configure.” +4. Toggle the connector off. + +Alternatively, disable `isLocalDevMcpEnabled` in **[your Enterprise configuration](https://support.claude.com/en/articles/12622667-enterprise-configuration)**. + +## Deployment options + +Once enabled, users can access Claude in Chrome in two ways: + +- **Self-service:** Users install the extension themselves from the **[Chrome Web Store](https://chromewebstore.google.com/detail/claude/fcoeoabgfenejglbffodgkkbkcdhcgfn)**. +- **Managed deployment:** Use your existing Chrome management tools (Google Workspace admin console or MDM) to deploy the extension to specific users or groups. + +Most Enterprise organizations already have Chrome extension management in place. You can use these existing controls to limit which employees can install the extension during a pilot phase. + +## Running a pilot + +To test Claude in Chrome with a subset of users before broader rollout: + +1. Enable the extension at the organization level. +2. Configure a restrictive allowlist limiting Claude to specific, trusted sites. +3. Use your IT controls to limit which employees can install the extension. +4. Share **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-for-chrome-safely)** with pilot users. +5. Gather feedback and expand access over time. + +## Educating your users + +We recommend sharing these resources with users before they start using Claude in Chrome: + +- **[Getting started with Claude in Chrome](https://support.claude.com/en/articles/12012173-getting-started-with-claude-for-chrome)**: Installation and core capabilities +- **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-for-chrome-safely)**: Risks and best practices +- **[Claude in Chrome permissions guide](https://support.claude.com/en/articles/12902446-claude-for-chrome-permissions-guide)**: How users control what Claude can access + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Get started with Claude in Chrome](https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome) +- [Claude in Chrome Troubleshooting](https://support.claude.com/en/articles/12902405-claude-in-chrome-troubleshooting) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide) diff --git a/claude/claude-mobile-apps/claude-for-android/10534883-using-the-claude-widget-on-android.md b/claude/claude-mobile-apps/claude-for-android/10534883-using-the-claude-widget-on-android.md new file mode 100644 index 0000000000000000000000000000000000000000..c2aa645b179c9cad941cc942fbd2f7bb02c7f22d --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/10534883-using-the-claude-widget-on-android.md @@ -0,0 +1,60 @@ +--- +title: "Using the Claude Widget on Android" +title_slug: "using-the-claude-widget-on-android" +source_url: "https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android" +last_updated_iso: "2026-03-16T20:44:04Z" +article_id: "11208750" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# Using the Claude Widget on Android + +_Last updated: 2026-03-16T20:44:04Z_ + +> The Claude Android widget is available on Android 8.0 Oreo and above. + +The Claude Android widget provides quick and convenient access to core features directly from your home screen, allowing you to start new chats, capture images, and use voice dictation with a single tap. + +## Adding the Claude Widget + +The Claude widget puts Claude's key features right on your home screen. To add it: + +1. Touch and hold an empty area on your home screen +2. Tap "Widgets" +3. Find and tap "Claude" +4. Drag the widget to your desired location +5. Release to place it +6. Optional: Drag the edges of the widget to resize it + +## Widget Features + +The widget offers three quick-access buttons: + +- A primary chat button (with Claude's spark icon) to start a new conversation +- A camera button for capturing and sharing images with Claude +- A microphone button for voice dictation + +## Using the Widget + +#### Starting a Chat + +Tap the main chat button (with the spark icon) to instantly start a new conversation with Claude. + +#### Taking Photos + +Tap the camera button to start a new chat and immediately open your camera. You can capture an image and share it with Claude for analysis. + +#### Voice Dictation + +Tap the microphone button to start a new chat and begin voice dictation. The first time you use this feature, you'll see a brief explanation about how automatic recording works. You may also need to grant voice permissions if you haven't already done so. + +> **Note:** All interactions started through the widget will count toward your usage limit. + +## Related Articles +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [Using voice mode](https://support.claude.com/en/articles/11101966-using-voice-mode) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) +- [Use quick entry with Claude Desktop on Mac](https://support.claude.com/en/articles/12626668-use-quick-entry-with-claude-desktop-on-mac) diff --git a/claude/claude-mobile-apps/claude-for-android/11825394-how-to-update-claude-for-android.md b/claude/claude-mobile-apps/claude-for-android/11825394-how-to-update-claude-for-android.md new file mode 100644 index 0000000000000000000000000000000000000000..f4640eaad2edc0ee5a0f70e60356825d314d8d58 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/11825394-how-to-update-claude-for-android.md @@ -0,0 +1,29 @@ +--- +title: "How to update Claude for Android" +title_slug: "how-to-update-claude-for-android" +source_url: "https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android" +last_updated_iso: "2026-03-16T20:48:02Z" +article_id: "12960816" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# How to update Claude for Android + +_Last updated: 2026-03-16T20:48:02Z_ + +If you aren’t seeing the latest features on Claude for Android, you may need to [update your mobile app manually by following these instructions from Google](https://support.google.com/googleplay/answer/113412?hl=en): + +1. Open the Google Play Store app . +2. At the top right, tap the profile icon. +3. Tap “Manage apps & device.” +4. Under **Updates available**, tap “See details.” +5. Tap “Update” next to Claude for Android. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [How to update Claude for iOS](https://support.claude.com/en/articles/11825384-how-to-update-claude-for-ios) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) diff --git a/claude/claude-mobile-apps/claude-for-android/11869629-using-claude-with-android-apps.md b/claude/claude-mobile-apps/claude-for-android/11869629-using-claude-with-android-apps.md new file mode 100644 index 0000000000000000000000000000000000000000..393bc478cdc59d2cd1ed98795e105e88aca3361c --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/11869629-using-claude-with-android-apps.md @@ -0,0 +1,251 @@ +--- +title: "Using Claude with Android Apps" +title_slug: "using-claude-with-android-apps" +source_url: "https://support.claude.com/en/articles/11869629-using-claude-with-android-apps" +last_updated_iso: "2026-03-16T20:28:34Z" +article_id: "13028615" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# Using Claude with Android Apps + +_Last updated: 2026-03-16T20:28:34Z_ + +Claude can now connect with your Android device's system apps to help you take action directly from your conversations. When you chat with Claude, it can draft messages, emails, calendar events, set alarms and timers, find locations, and more — all through your everyday apps without copy-paste. + +> This feature is supported on all Claude plans and works with your device's native and third-party apps, including messaging, email, calendar, alarms, timers, location services, maps, and Health Connect (in beta on Pro and Max plans only). + +## What can Claude do with Android apps? + +Claude can help you: + +- **Draft and send messages** through your default messaging app or third-party apps (e.g. WhatsApp, Slack, Messenger). +- **Compose emails** that open directly in your Android device's email app with content pre-filled. +- **Access your location** to provide contextual suggestions for nearby places and services. +- **Display locations on maps** and help you navigate to restaurants, stores, and other destinations. +- **Read and manage your calendar** to check availability, create events, and schedule meetings. +- **Set alarms** directly through your Clock app. +- **Set timers** directly for cooking, workouts, or any activity. +- **Read and analyze your health data** through Health Connect to help you understand fitness patterns, track progress toward goals, and visualize trends with native charts. + +#### Limitations + +- **Location:** Members of Team or Enterprise plans can’t access the location tool at this time. +- **Calendar:** Ability to edit events depends on your ownership of the event. +- **Reminders:** These are exclusively available on Claude for iOS, so Claude can’t create and manage reminders on Android. +- **Contacts:** Claude does not have direct access to your contacts. +- **Health:** Available on Pro and Max plans only. Requires Android 14 or later and Health Connect. Currently limited to users in the US. Claude can read health data but cannot write or modify entries in Health Connect. + +--- + +## How Claude helps you take action + +When Claude determines that using one of these features would be helpful, it will automatically offer to help. You'll see a card or prompt within your conversation that lets you review and take action with Claude’s help. + +> **Note:** Setting alarms and timers works with voice mode beta. Other features like drafting messages and calendar events are not supported when using voice mode. See [Using voice mode on Claude Mobile Apps](https://support.anthropic.com/en/articles/11101966-using-voice-mode-on-claude-mobile-apps) for more information. + +#### Sending texts and emails with Messages and Mail + +1. Ask Claude to help draft a message or email (for example: "Draft an email to my supervisor about the project update"). +2. Claude will prepare the content and show you a preview. +3. Tap the message card to open your messaging or email app. +4. Review the pre-filled content and make any changes if needed. +5. Send the message as you normally would. + +**Example:** "Draft a message to my study group about canceling tonight's session." + +#### Using location for contextual suggestions + +1. Ask Claude for location-based recommendations (for example: "What restaurants are near me?"). +2. Claude will request access to your location if not already granted. +3. Based on your location, Claude provides relevant suggestions. +4. You can view locations on a map and get navigation directions. + +**Example:** "Find nearby parks for jogging." + +#### Displaying locations with Maps + +1. When Claude suggests locations, they can be displayed on an interactive map. +2. Tap on any location to see more details. +3. Select a location to open it in Google Maps for navigation. +4. Get turn-by-turn directions directly from the map. + +**Example:** "Show me hardware stores within five miles on a map." + +#### Managing your calendar + +1. Ask Claude to check your schedule or create events. +2. Claude will request calendar access if not already granted. +3. For checking availability: Claude reads your calendar and identifies free slots. +4. For creating events: Claude prepares event details and adds them to your calendar. +5. You can edit or delete events as needed. + +**Examples:** + +- "What meetings do I have tomorrow?" +- "Schedule a team lunch for next Thursday at noon." +- "Create a recurring workout session every Tuesday and Thursday at 6 AM." + +#### Setting alarms and timers using Clock apps + +1. Ask Claude to set an alarm or timer. +2. Claude will automatically create the alarm or start the timer. +3. Your device's Clock app will handle the alarm or timer. +4. You'll receive notifications as normal when the alarm goes off or timer ends. + +**Examples:** + +- "Set an alarm for 7 AM tomorrow." +- "Start a 20-minute timer for my workout." + +--- + +## Accessing and analyzing your health data + +> **Note:** Health features are available in beta on Pro and Max plans only, require Android 14 or later, and are limited to users in the US. + +Claude can read your health and fitness data from Health Connect to help you understand patterns, track progress, and make informed decisions about your wellbeing. When you ask Claude about your health data, it can display insights using native charts that feel integrated with Android. + +> **Important:** We are not a medical device and cannot provide medical guidance. Always consult a licensed professional. + +#### What is Health Connect? + +Health Connect is Android's centralized platform for health and fitness data. It aggregates information from various fitness apps and wearables (like Fitbit, Samsung Health, and Google Fit) into a single, secure location. Claude accesses your health data through Health Connect, which means it can see data from any app you've connected to Health Connect. + +If you haven't set up Health Connect yet, you can find it in your device settings or download it from the Google Play Store. + +#### What health data can Claude access? + +With your permission, Claude can read the following types of data from Health Connect: + +- **Activity metrics:** Steps, distance, floors climbed, active calories, and exercise duration +- **Workouts:** Type (running, cycling, strength training, etc.), duration, distance, heart rate data, and calories burned +- **Vitals:** Heart rate, resting heart rate, heart rate variability (HRV), blood pressure, respiratory rate, and blood oxygen +- **Body measurements:** Weight, height, body mass index, and body fat percentage +- **Sleep:** Total sleep time, sleep stages, and time in bed +- **Nutrition:** Calories consumed, macronutrients, hydration, and micronutrients (if tracked) + +> **Note:** Our [memory feature](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context#h_c1c0b33879) is designed to prevent Claude from using sensitive health information in future conversations. + +#### How to use health features + +1. Ask Claude a question about your health or fitness data (for example: "How active have I been this week?" or "Show me my sleep trends"). +2. Claude will request access to your health data through Health Connect if not already granted. +3. Review the permission prompt and select the data types you want to share. +4. Claude analyzes your data and provides insights, often with visual charts to help you understand trends. + +#### Example prompts + +- "Help me understand my workout patterns over the past month." +- "I've been sleeping poorly—can you analyze my sleep data and look for patterns?" +- "Show me how my daily step count compares week over week." +- "What's my average resting heart rate, and how has it changed recently?" +- "Create a summary of my fitness activity for the past 30 days." + +#### Understanding health visualizations + +Claude displays health insights using native Android charts that appear directly in your conversation. These charts can show: + +- **Bar charts** for comparing activity across days or weeks +- **Line charts** for tracking trends over time (pace, heart rate, weight) +- **Progress indicators** for goals and milestones + +Tap on chart elements to see more details about specific data points. + +## Usage guidelines for optimal results + +Be specific about what type of action you want Claude to take and include all relevant details like recipients, dates, times, and durations in your request. For alarms, specify AM/PM and any recurring days you need. For timers, mention what the timer is for to help with labeling. Always review content in the destination app before sending or saving. + +--- + +## What data can Claude access? + +Claude only accesses the data necessary for each specific request: + +- **Location:** Current location only when relevant to your request. +- **Calendar:** Event details to check availability and create/modify events. +- **Messages/Email:** Claude does not read existing messages or emails, only creates new content. +- **Alarms and timers:** Created directly without accessing personal data. +- **Health:** Activity, workout, vital signs, body measurements, sleep, and nutrition data from Health Connect — only when you ask a question that requires this information and have granted permission. + +Claude's connection to your Android apps works through your device's standard sharing system and intent system—the same secure methods used by all Android apps. + +## Do I need to grant permissions to Claude for Android? + +Permission requirements vary by feature: + +- **Messages and Email:** No permissions required (uses Android's sharing system). +- **Calendar Events:** Claude needs your permission to read your calendar and view events, but can write to your calendar or draft calendar events using just the system UI (no permissions required). +- **Location and Maps:** Permission required when Claude needs to access your location. +- **Alarms and Timers:** Uses your device's standard alarm and timer functions. +- **Health Connect:** Permission required. Claude will request access to specific health data categories when needed. + +For features requiring permissions (like location or calendar access), Claude will request permission contextually with clear explanations of why the access is needed. You’ll be prompted to approve the action with three options: Allow once, Always allow, or Don't allow. + + + +These permissions can be managed at any time in your device settings by going to Settings > Apps > Claude > Permissions. Click into each permission listed under **Allowed** and **Not allowed** to make changes. You can toggle between “Allow only while using the app” or “Ask every time” to change Claude’s access, or remove permissions by choosing “Don’t allow.” Claude will only request permissions if needed for specific features, and you can always choose to decline while still using other capabilities. + +Health Connect permissions are managed separately from other app permissions. When Claude requests health access, you'll see the Health Connect permissions screen where you can choose exactly which data types to share. You can modify these permissions at any time by going to Settings > Apps > Health Connect > App permissions > Claude. + +--- + +## Troubleshooting + +#### Claude isn't offering to use my apps + +- Make sure you're using the latest version of Claude for Android. See[ How to update Claude for Android](https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android) for instructions. +- Try being more specific about wanting to send a message, create an event, or set a timer (see examples above). +- Restart Claude for Android and try again. + +#### Permission prompts don't appear + +- Check that the app for which Claude needs permissions is installed and set up on your phone. +- Navigate to Settings > Apps > Claude to verify that Claude for Android has the required permissions. +- Ensure your Android OS is up to date. + +#### Sharing options don't appear for messages or emails + +- Check that you have messaging and email apps installed and set up. +- Try clearing the Claude for Android cache in your device settings: + - Navigate to your app settings and select "Claude" from the list. + - Select "Storage & cache." + - Tap "Clear cache." + +#### Calendar events aren't opening correctly + +- Verify you have a calendar app installed. +- Check that your preferred calendar app is set as the default for calendar events. +- Make sure the calendar app you’re trying to use is up to date. + +#### Alarms or timers aren't being created + +- Ensure your device's Clock app is enabled and up to date. +- Check that "Do Not Disturb" settings aren't preventing alarms. + +#### Content appears different than expected + +- Your Android mobile apps may format content slightly differently than Claude. +- You can always edit the content in the destination app before sending or saving. +- Some features may vary depending on your specific Android version and device manufacturer. + +#### Health data isn't appearing or seems incomplete + +- Verify that you have a Pro or Max plan and are located in the US. +- Ensure you're running Android 14 or later. +- Check that Health Connect is installed and that your fitness apps are connected to it. +- Verify that you've granted Claude access to the relevant health data types in Settings > Apps > Health Connect > App permissions > Claude. +- If you recently started using Health Connect, there may not be enough historical data for trend analysis. +- Some data types require a compatible wearable device (like a Fitbit or Samsung Galaxy Watch). +- Health Connect isn’t supported when using work profiles on Android devices. + +**Need more help?** If you're experiencing issues with these features, try restarting Claude for Android or [updating the app to the latest version from the Google Play Store](https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android). + +## Related Articles +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Using Claude with iOS Apps](https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps) +- [Using the Blackbaud Connector in Claude](https://support.claude.com/en/articles/12923221-using-the-blackbaud-connector-in-claude) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude-mobile-apps/claude-for-android/9612887-how-do-i-install-claude-for-android.md b/claude/claude-mobile-apps/claude-for-android/9612887-how-do-i-install-claude-for-android.md new file mode 100644 index 0000000000000000000000000000000000000000..42853b57b54d42f4e5be937212f4deb2cd9fa0d9 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612887-how-do-i-install-claude-for-android.md @@ -0,0 +1,23 @@ +--- +title: "How do I install Claude for Android?" +title_slug: "how-do-i-install-claude-for-android" +source_url: "https://support.claude.com/en/articles/9612887-how-do-i-install-claude-for-android" +last_updated_iso: "2026-03-16T21:09:57Z" +article_id: "9905223" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# How do I install Claude for Android? + +_Last updated: 2026-03-16T21:09:57Z_ + +You can install the Claude app onto your device by navigating to the Play Store and searching for “Claude by Anthropic”, or by navigating directly to our [Play Store listing](https://play.google.com/store/apps/details?id=com.anthropic.claude). Click on “Install” from the app listing to prompt your download. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) +- [How to update Claude for Android](https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) diff --git a/claude/claude-mobile-apps/claude-for-android/9612889-how-can-i-uninstall-claude-for-android.md b/claude/claude-mobile-apps/claude-for-android/9612889-how-can-i-uninstall-claude-for-android.md new file mode 100644 index 0000000000000000000000000000000000000000..22c3925027f972f04423a4636e828b86566f3268 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612889-how-can-i-uninstall-claude-for-android.md @@ -0,0 +1,25 @@ +--- +title: "How can I uninstall Claude for Android?" +title_slug: "how-can-i-uninstall-claude-for-android" +source_url: "https://support.claude.com/en/articles/9612889-how-can-i-uninstall-claude-for-android" +last_updated_iso: "2026-03-16T21:09:59Z" +article_id: "9905225" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# How can I uninstall Claude for Android? + +_Last updated: 2026-03-16T21:09:59Z_ + +To uninstall the Claude app from your Android device, hold down on the app from your screen until you see the menu options. Click on “App Info.” From the next series of options, select “Uninstall.” + +Note that if you have an active Claude Pro subscription and would like to uninstall the app, your subscription will not be automatically canceled. To cancel your subscription, follow the cancellation instructions [here](https://support.anthropic.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android). + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [How do I sign up for Claude Pro on Claude for Android?](https://support.claude.com/en/articles/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) diff --git a/claude/claude-mobile-apps/claude-for-android/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android.md b/claude/claude-mobile-apps/claude-for-android/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android.md new file mode 100644 index 0000000000000000000000000000000000000000..40cd2ead6f7c6bd1b6b76d08dd1b604e49c0ec95 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android.md @@ -0,0 +1,23 @@ +--- +title: "How do I sign up for Claude Pro on Claude for Android?" +title_slug: "how-do-i-sign-up-for-claude-pro-on-claude-for-android" +source_url: "https://support.claude.com/en/articles/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android" +last_updated_iso: "2026-03-16T21:10:34Z" +article_id: "9905228" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# How do I sign up for Claude Pro on Claude for Android? + +_Last updated: 2026-03-16T21:10:34Z_ + +To sign up for Claude Pro using the Claude app for Android, open the app on your device and click on your initials in the upper right corner. From your settings page, click on “Upgrade to Pro” and follow the payment instructions to complete your in-app purchase. + +## Related Articles +- [How do I sign up for the Pro plan?](https://support.claude.com/en/articles/8325609-how-do-i-sign-up-for-the-pro-plan) +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [How do I sign up for Claude Pro on the Claude app for iOS?](https://support.claude.com/en/articles/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) diff --git a/claude/claude-mobile-apps/claude-for-android/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android.md b/claude/claude-mobile-apps/claude-for-android/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android.md new file mode 100644 index 0000000000000000000000000000000000000000..c393c5d7bb131ce9f098f7a68c2a0cef9c280d88 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android.md @@ -0,0 +1,27 @@ +--- +title: "How can I cancel my Claude Pro subscription on Claude for Android?" +title_slug: "how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android" +source_url: "https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android" +last_updated_iso: "2026-03-16T21:09:46Z" +article_id: "9905234" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# How can I cancel my Claude Pro subscription on Claude for Android? + +_Last updated: 2026-03-16T21:09:46Z_ + +If you signed up for Claude Pro via the Android app, your subscription and payment will be handled directly on your Android device. + +To cancel your subscription, click on your initials in the top right corner of the Claude app for Android, and then click “Billing” from the menu options. Select “manage subscription” and follow the prompts for cancellation. If you’ve already removed the app from your device, you can also follow the instructions located in the Play Store resource [here](https://support.google.com/googleplay/answer/7018481?hl=en&co=GENIE.Platform%3DAndroid) to unsubscribe. + +You may cancel your Claude Pro subscription at any time from the platform you signed up on. To avoid being charged for your next billing period, cancel your subscription at least 24 hours before your next billing date. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [How can I uninstall Claude for Android?](https://support.claude.com/en/articles/9612889-how-can-i-uninstall-claude-for-android) +- [How do I sign up for Claude Pro on Claude for Android?](https://support.claude.com/en/articles/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android) +- [How to redeem a Claude gift subscription](https://support.claude.com/en/articles/12938695-how-to-redeem-a-claude-gift-subscription) diff --git a/claude/claude-mobile-apps/claude-for-android/9612901-why-can-t-i-find-claude-for-android-in-the-play-store.md b/claude/claude-mobile-apps/claude-for-android/9612901-why-can-t-i-find-claude-for-android-in-the-play-store.md new file mode 100644 index 0000000000000000000000000000000000000000..3e811bd55a8cbc9ffd074aa64424bea8e4b6df3c --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612901-why-can-t-i-find-claude-for-android-in-the-play-store.md @@ -0,0 +1,23 @@ +--- +title: "Why can’t I find Claude for Android in the Play Store?" +title_slug: "why-cant-i-find-claude-for-android-in-the-play-store" +source_url: "https://support.claude.com/en/articles/9612901-why-can-t-i-find-claude-for-android-in-the-play-store" +last_updated_iso: "2026-03-16T21:09:30Z" +article_id: "9905239" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# Why can’t I find Claude for Android in the Play Store? + +_Last updated: 2026-03-16T21:09:30Z_ + +If you’re unable to locate the Claude app in your Play Store, you may be located in an [unsupported region](https://support.anthropic.com/en/articles/8461763-where-can-i-access-claude-ai), using an unsupported device, or using an unsupported version of Android. + +## Related Articles +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [How do I install Claude for Android?](https://support.claude.com/en/articles/9612887-how-do-i-install-claude-for-android) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) +- [How to update Claude for Android](https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) diff --git a/claude/claude-mobile-apps/claude-for-android/9612904-what-versions-of-android-are-supported.md b/claude/claude-mobile-apps/claude-for-android/9612904-what-versions-of-android-are-supported.md new file mode 100644 index 0000000000000000000000000000000000000000..09f8b8748d89f9172a098fc653fb73b0d5ff04d8 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-android/9612904-what-versions-of-android-are-supported.md @@ -0,0 +1,23 @@ +--- +title: "What versions of Android are supported?" +title_slug: "what-versions-of-android-are-supported" +source_url: "https://support.claude.com/en/articles/9612904-what-versions-of-android-are-supported" +last_updated_iso: "2026-03-16T21:09:42Z" +article_id: "9905242" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for Android" +--- + +# What versions of Android are supported? + +_Last updated: 2026-03-16T21:09:42Z_ + +We currently support Android 8.0 Oreo and above. + +## Related Articles +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) diff --git a/claude/claude-mobile-apps/claude-for-ios/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios.md b/claude/claude-mobile-apps/claude-for-ios/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios.md new file mode 100644 index 0000000000000000000000000000000000000000..d193a6f2261cd5d08927bd6dbae8d5e8de4c2530 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios.md @@ -0,0 +1,127 @@ +--- +title: "Using Claude App Intents, Shortcuts, and Widgets on iOS" +title_slug: "using-claude-app-intents-shortcuts-and-widgets-on-ios" +source_url: "https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios" +last_updated_iso: "2026-03-16T20:40:28Z" +article_id: "10842155" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# Using Claude App Intents, Shortcuts, and Widgets on iOS + +_Last updated: 2026-03-16T20:40:28Z_ + +> The features described in this guide are available on iOS 18 and above. + +Claude for iOS supports multiple powerful features: the Claude widget, the "Analyze Photo with Claude" control, the "Ask Claude" App Intent, and the ability to use this intent within iOS Shortcuts. This guide will explain these features and show you how to make the most of them. + +## Ask Claude Intent + +The "Ask Claude" intent is a standalone feature that lets you interact with Claude directly from: + +- Spotlight search +- Siri +- The Share menu +- Any app that supports iOS intents + +You can use this intent on its own to quickly ask Claude questions or give it tasks without opening the Claude app. For example, you can: + +- Select text and use the Share menu to send it directly to Claude +- Ask Siri to "Ask Claude” and it will prompt you for a message +- Type "Ask Claude" in Spotlight search to quickly send a query + +## Using Ask Claude With Shortcuts + +While the "Ask Claude" intent is powerful on its own, you can also use it as a building block within the Shortcuts app to create more complex workflows. Shortcuts allow you to: + +- Chain multiple "Ask Claude" actions together +- Combine Claude's capabilities with other apps and actions +- Create automated workflows +- Process Claude's responses in various ways + +## Creating Your First Claude Shortcut + +There are many customizable workflows you can set up within the Shortcuts app. Let's look at an example of a brief but useful shortcut that helps you summarize text: + +1. Open the Shortcuts app on your iOS device +2. Tap the "+" button to create a new shortcut +3. Add the "Share" action and select your preferred input type +4. Add the "Ask Claude" action +5. In the "Ask Claude" action, create a prompt like: "Please summarize the following text: [Shortcut Input]" +6. Name your shortcut (e.g., "Summarize with Claude") +7. Optional: Add the shortcut to your Share Sheet for easy access + +Now you can select text anywhere in iOS, tap the Share button, and choose your "Summarize with Claude" shortcut to get an instant summary. + +When using "Ask Claude" intent and in shortcuts, the default model you see when opening the Claude app will be used. + +More information on setting up shortcuts on your iOS device can be found [here](https://support.apple.com/guide/shortcuts/welcome/ios). + +> **Note:** When using the "Ask Claude" intent, messages to Claude will count towards your overall usage limit. + +## Adding the Claude Widget + +The Claude widget provides quick access to chat and voice features directly from your Home Screen or Today View. The widget includes buttons for: + +- Starting a new chat +- Instantly opening the app in dictation mode +- Taking a photo to share with Claude + +#### Add the Claude widget to your Home Screen + +1. From the Home Screen, touch and hold a widget or an empty area until the apps jiggle +2. Tap Edit in the upper-left corner +3. Tap Add Widget +4. Search for and select Claude +5. Tap Add Widget +6. Tap Done + +#### To add the Claude widget to your Today View + +Swipe right from the Home Screen or Lock Screen, then follow the same steps as adding to the Home Screen. + +#### Using the Widget + +- Tap the chat button to start a new conversation with Claude. +- Tap the microphone button to instantly open the app in dictation mode, allowing you to start speaking to Claude right away. +- Tap the camera button to take a photo and share it with Claude for analysis. + +> **Note:** Like the "Ask Claude" intent, interactions started through the widget will count toward your usage limit. + +## The Analyze Photo with Claude Control + +The "Analyze Photo with Claude" control lets you quickly send images to Claude for analysis directly from Control Center or your Lock Screen. + +#### Adding to Control Center + +1. Open Control Center (swipe down from the top-right corner on iPhones with Face ID, or swipe up from the bottom on iPhones with a Home button) +2. Tap the Add button (plus sign) at the top left of Control Center to begin editing +3. Tap "Add a Control" at the bottom of the screen to open the controls gallery +4. Find and tap "Analyze Photo with Claude" to add it to Control Center +5. You can rearrange its position by dragging it to your preferred location +6. When finished, close Control Center by swiping up from the bottom center of the screen + +Once added, you can quickly access it from Control Center by swiping down from the top-right corner of the screen. + +More information on using and setting up controls via Control Center can be found [here](https://support.apple.com/guide/iphone/use-and-customize-control-center-iph59095ec58/ios). + +#### Adding to Your Lock Screen + +1. On your Lock Screen, touch and hold until the customization screen appears +2. Tap "Customize" +3. Select the lock screen you want to modify +4. Remove one of the controls at the bottom of the screen using the Remove button (minus sign), then tap the Add button (plus sign) to open the controls gallery +5. From the available controls menu, scroll or search for "Analyze Photo with Claude" +6. Tap to select it +7. Tap "Done" to save your changes + +You can now quickly access the "Analyze Photo with Claude" control without needing to unlock your device or open the Claude app first. + +## Related Articles +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [Accessing Claude app on iOS Lock Screen, Control Center, and Action Button](https://support.claude.com/en/articles/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button) +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [How to update Claude for iOS](https://support.claude.com/en/articles/11825384-how-to-update-claude-for-ios) +- [Using Claude with iOS Apps](https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps) diff --git a/claude/claude-mobile-apps/claude-for-ios/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button.md b/claude/claude-mobile-apps/claude-for-ios/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button.md new file mode 100644 index 0000000000000000000000000000000000000000..ccbaf683c334a806699956b70c88f57461ad282e --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button.md @@ -0,0 +1,56 @@ +--- +title: "Accessing Claude app on iOS Lock Screen, Control Center, and Action Button" +title_slug: "accessing-claude-app-on-ios-lock-screen-control-center-and-action-button" +source_url: "https://support.claude.com/en/articles/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button" +last_updated_iso: "2026-03-16T20:42:04Z" +article_id: "10893002" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# Accessing Claude app on iOS Lock Screen, Control Center, and Action Button + +_Last updated: 2026-03-16T20:42:04Z_ + +> The features described in this guide are available on iOS 18 and above. + +Quickly access Claude app functionality from your Lock Screen, Control Center, or Action Button on iOS. This article will explain how to add the Claude app into these areas. + +## **Add Claude app to your Lock Screen** + +- Tap and hold your Lock Screen to open Customize Wallpaper +- Tap Customize +- Choose Lock Screen +- Click on an empty area on either of the two bottom circular slots +- Scroll to add “Open Claude” +- Click “Done” on the top right corner + +You’ll now be able to tap and hold to open the Claude app from your [Lock Screen](https://support.apple.com/guide/iphone/create-a-custom-lock-screen-iph4d0e6c351/ios). + +## **Add Claude app to Control Center** + +- Swipe down from the upper right side of your screen to open the Control Center +- Tap & Hold to add a control +- Tap “Add a Control” +- Scroll to add “Open Claude” + +You’ll now be able to access the Claude app from your [Control Center](https://support.apple.com/guide/iphone/use-and-customize-control-center-iph59095ec58/ios). + +## **Use the Action Button to Open Claude app** + +- Open the Settings app +- Go into the “Action Button” settings +- Swipe until you see "Controls" +- Click "Choose a Control..." +- Scroll to “Open Claude” +- Click back into Settings + +You’ll now be able to Hold to Open the [Action Button](https://support.apple.com/guide/iphone/use-and-customize-the-action-button-iphe89d61d66/18.0/ios/18.0) to access the Claude app. + +## Related Articles +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [How to update Claude for iOS](https://support.claude.com/en/articles/11825384-how-to-update-claude-for-ios) +- [Using Claude with iOS Apps](https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) +- [Use quick entry with Claude Desktop on Mac](https://support.claude.com/en/articles/12626668-use-quick-entry-with-claude-desktop-on-mac) diff --git a/claude/claude-mobile-apps/claude-for-ios/11825384-how-to-update-claude-for-ios.md b/claude/claude-mobile-apps/claude-for-ios/11825384-how-to-update-claude-for-ios.md new file mode 100644 index 0000000000000000000000000000000000000000..0d310f2da0bb055754081bc28f981f9aeddd5e62 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/11825384-how-to-update-claude-for-ios.md @@ -0,0 +1,28 @@ +--- +title: "How to update Claude for iOS" +title_slug: "how-to-update-claude-for-ios" +source_url: "https://support.claude.com/en/articles/11825384-how-to-update-claude-for-ios" +last_updated_iso: "2026-03-16T20:48:26Z" +article_id: "12960802" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# How to update Claude for iOS + +_Last updated: 2026-03-16T20:48:26Z_ + +If you aren’t seeing the latest features on Claude for iOS, you may need to [update your mobile app manually by following these instructions from Apple](https://support.apple.com/en-us/102629): + +1. Open the App Store. +2. Tap the "My Account" button or your photo at the top of the screen. +3. Scroll down to see pending updates. +4. Tap "Update" next to Claude for iOS to update it to the newest version. + +## Related Articles +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [Accessing Claude app on iOS Lock Screen, Control Center, and Action Button](https://support.claude.com/en/articles/10302511-accessing-claude-app-on-ios-lock-screen-control-center-and-action-button) +- [How to update Claude for Android](https://support.claude.com/en/articles/11825394-how-to-update-claude-for-android) +- [Using Claude with iOS Apps](https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps) diff --git a/claude/claude-mobile-apps/claude-for-ios/11869619-using-claude-with-ios-apps.md b/claude/claude-mobile-apps/claude-for-ios/11869619-using-claude-with-ios-apps.md new file mode 100644 index 0000000000000000000000000000000000000000..efeb77ee15bb89200f788674cfa53327404ea4df --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/11869619-using-claude-with-ios-apps.md @@ -0,0 +1,234 @@ +--- +title: "Using Claude with iOS Apps" +title_slug: "using-claude-with-ios-apps" +source_url: "https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps" +last_updated_iso: "2026-03-16T21:25:23Z" +article_id: "13028604" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# Using Claude with iOS Apps + +_Last updated: 2026-03-16T21:25:23Z_ + +Claude can now connect with your iOS device's system apps to help you take action directly from your conversations. When you chat with Claude, it can draft messages, emails, or calendar events, find locations, manage reminders, and analyze your health and fitness data — all seamlessly integrated with your mobile apps. + +> This feature is supported on all Claude plans and works with iOS system apps (Messages, Mail, Calendar, Maps, Reminders, and Location Services), as well as compatible third-party apps. Health features are currently in beta, require a Pro or Max plan, and are available in the US only. + +## What can Claude do with iOS apps? + +Claude can help you: + +- **Draft and send messages** through the Messages app or any messaging platform like WhatsApp, Slack, or Messenger. +- **Compose emails** that open directly in the Mail app or any other email platform like Gmail or Outlook with the subject and content pre-filled. +- **Access your location** to provide contextual suggestions for nearby places and services. +- **Display locations on maps** and help you navigate to restaurants, stores, and other destinations. +- **Read and manage your calendar** to check availability, create events, and schedule meetings. +- **Create and manage reminders** to help you stay organized with tasks and lists. +- **Read and analyze your health data** to help you understand fitness patterns, track progress toward goals, and visualize trends with native charts (Pro and Max plans only). + +#### Limitations + +- **Location:** Members of Team or Enterprise plans can’t access the location tool at this time. +- **Calendar:** Ability to edit events depends on your ownership of the event. +- **Reminders:** Claude cannot create or edit reminder lists themselves, only items within existing lists. +- **Contacts:** Claude does not have direct access to your contacts. +- **Health:** Available in beta on Pro and Max plans only. Currently limited to users in the US. Claude can read health data but cannot write or modify entries in Apple Health. + +--- + +## How Claude helps you take action + +When Claude determines that using one of these features would be helpful, it will automatically suggest it. You'll see a card or prompt within your conversation that lets you review and take action with Claude’s help. + +> **Note:** Most functionality described below is not compatible with our voice mode beta feature at this time. See [Using voice mode on Claude Mobile Apps ](https://support.claude.com/en/articles/11101966-using-voice-mode-on-claude-mobile-apps)for more information. + +#### Sending texts and emails with Messages and Mail + +1. Ask Claude to help draft a message or email (for example: "Help me write a text to my team about tomorrow's meeting"). +2. Claude will prepare the message and show you a preview. +3. Tap the message card to open your Messages app or Mail app. + 1. Third-party apps (WhatsApp, Messenger, Signal) are also supported. +4. Review the pre-filled content and make any changes if needed. +5. Send the message as you normally would. + +**Example:** "Draft an email to my manager explaining that I'll be late to the morning meeting due to a doctor's appointment." + +#### Using location for contextual suggestions + +1. Ask Claude for location-based recommendations (for example: "What's nearby for dinner?"). +2. Claude will request access to your location if not already granted. +3. Based on your location, Claude provides relevant suggestions. +4. You can view locations on a map and get navigation directions. + +**Example:** "Find good restaurants near me that are open now." + +#### Displaying locations with Maps + +1. When Claude suggests locations, they can be displayed on an interactive map. +2. Tap on any location to see more details. +3. Select a location to open it in Apple Maps for navigation. +4. Get turn-by-turn directions directly from the map. + +**Example:** "Show me coffee shops within walking distance on a map." + +#### Managing your calendar + +1. Ask Claude to check your schedule or create events. +2. Claude will request calendar access if not already granted. +3. For checking availability: Claude reads your calendar and identifies free slots. +4. For creating events: Claude prepares event details and adds them to your calendar. +5. You can edit or delete events as needed. + +**Examples:** + +- "When am I free this week for a 30-minute meeting?" +- "Schedule a dentist appointment for next Friday at 10 AM." +- "Add a weekly team standup every Monday at 9 AM." + +#### Creating and managing reminders + +1. Ask Claude to create reminders or add items to lists. +2. Claude will request Reminders access if not already granted. +3. Claude can add items to existing lists or create new reminders. +4. Set due dates, priorities, and notes for reminders. +5. Manage recurring reminders for regular tasks. + +**Examples:** + +- "Add milk and eggs to my grocery list." +- "Remind me to call the dentist tomorrow at 2 PM." +- "Create a packing list for my trip next week." + +Note that when Claude uses tools to take these actions, their use is preserved in the conversation history in the same way as any tool. + +--- + +## Accessing and analyzing your health data + +> **Note:** Health features are available in beta on Pro and Max plans only, and currently limited to users in the US. + +Claude can read your health and fitness data from Apple Health to help you understand patterns, track progress, and make informed decisions about your wellbeing. When you ask Claude about your health data, it can display insights using native charts that feel integrated with iOS. + +> **Important:** We are not a medical device and cannot provide medical guidance. Always consult a licensed professional. + +#### What health data can Claude access? + +With your permission, Claude can read the following types of data from Apple Health: + +- **Activity metrics:** Steps, distance, flights climbed, active calories, exercise minutes, move and stand hours. +- **Workouts:** Type (running, cycling, strength, yoga, etc.), duration, distance, heart rate data, and calories burned. +- **Vitals:** Heart rate, resting heart rate, heart rate variability (HRV), blood pressure, respiratory rate, and blood oxygen. +- **Body measurements:** Weight, height, body mass index, and body fat percentage. +- **Sleep:** Total sleep time, sleep stages, time in bed, and sleep efficiency. +- **Nutrition:** Calories consumed, macronutrients, water intake, and micronutrients (if tracked). + +> **Note:** Our [memory feature](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context#h_c1c0b33879) is designed to prevent Claude from using sensitive health information in future conversations. + +#### How to use health features + +1. Ask Claude a question about your health or fitness data (for example: "How have my runs been trending this month?" or "Show me my sleep patterns over the past two weeks"). +2. Claude will request access to your health data if not already granted. +3. Review the permission prompt and select your preferred option. +4. Claude analyzes your data and provides insights, often with visual charts to help you understand trends. + +#### Example prompts + +- "Help me create a training plan for my upcoming half-marathon based on my recent running data." +- "Why have I been feeling tired lately? Can you look at my sleep and activity data?" +- "Show me how my resting heart rate has changed over the past three months." +- "Compare my workout consistency this month versus last month." +- "What patterns do you see in my step count throughout the week?" + +#### Understanding health visualizations + +Claude displays health insights using native iOS charts that appear directly in your conversation. These charts can show: + +- **Bar charts** for comparing activity across days or weeks. +- **Line charts** for tracking trends over time (pace, heart rate, weight) +- **Progress indicators** for goals and milestones + +Tap on chart elements to see more details about specific data points. + +## Usage guidelines for optimal results + +To get the best results, be specific about what you want, include relevant details like dates, times, and locations in your requests, and review content before sending or saving. Claude understands natural language, so you can make requests conversationally. + +--- + +## What data can Claude access? + +Claude only accesses the data necessary for each specific request: + +- **Location:** Current location only when relevant to your request. +- **Calendar:** Event details to check availability and create/modify events. +- **Messages/Email:** Claude does not read existing messages or emails, only creates new content. +- **Reminders:** Existing lists and items to add/manage tasks. +- **Health:** Activity, workout, vital signs, body measurements, sleep, and nutrition data — only when you ask a question that requires this information and have granted permission. + +Claude's connection to your iOS apps works through your device's built-in sharing and permission systems—the same secure methods you use with any iPhone app. + +## Do I need to grant permission to Claude for iOS? + +Permission requirements vary by feature: + +- **Messages and Email:** No permissions required (uses your device’s built-in sharing system). +- **Calendar Events:** Permission required for reading calendar; writing can use system UI without permission. +- **Location and Maps:** Permission required when Claude needs to access your location. +- **Reminders:** Prompted when Claude needs to access reminder lists. +- **Health:** Permission required. Claude will request access to specific health data categories when needed. + +For features requiring permissions (like location or calendar access), Claude will request permission contextually with clear explanations of why the access is needed. You’ll be prompted to approve the action with three options: Allow once, Always allow, or Don't allow. + +These permissions can be managed at any time in your device settings by going to Settings > Claude. You'll see all available permissions like Location, Calendar, and Reminders and can tap on each permission to adjust access levels. You can toggle between "While Using App” and “Ask next time” to change Claude’s access, or remove permissions by choosing “Never.” + +Health permissions work differently from other app permissions. When Claude requests health access, you'll see the standard iOS Health permissions screen where you can choose exactly which data types to share. You can modify these permissions at any time by going to Settings > Health > Data Access & Devices > Claude. + +Claude will only request permissions if needed for specific features, and you can always choose to decline while still using other capabilities. + +--- + +## Troubleshooting + +#### Claude isn't offering to use my apps + +- Make sure you're using the latest version of the Claude iOS app. See [How to update Claude for iOS](https://support.anthropic.com/en/articles/11825384-how-to-update-claude-for-ios) for instructions. +- Try being more specific in your request (refer to the examples listed above). +- Restart Claude for iOS and try again. + +#### Permission prompts don't appear + +- Check that the app for which Claude needs permissions is installed and set up on your phone. +- Verify iOS system permissions by navigating to Settings > Privacy & Security. +- Ensure Claude for iOS has the necessary permissions enabled. + +#### Features aren't working as expected + +- Your iOS mobile apps may format content slightly differently than Claude. +- You can always edit the content in the destination app before sending or saving. +- Some features may vary based on your iOS version. + +#### Calendar events aren't opening correctly + +- Verify you have a calendar app installed. +- Check that your preferred calendar app is set as the default for calendar events. +- Make sure the calendar app you’re trying to use is up to date. + +#### Health data isn't appearing or seems incomplete + +- Verify that you have a Pro or Max plan and are located in the US. +- Check that you've granted Claude access to the relevant health data types in Settings > Health > Data Access & Devices > Claude. +- Ensure your health data is being recorded. Some data types require an Apple Watch or compatible device. +- If you recently started tracking a metric, there may not be enough historical data for trend analysis. +- Try asking about a specific data type to confirm which categories Claude can access. + +**Need more help?** If you're experiencing issues with these features, try restarting Claude for iOS or [updating to the latest version from the App Store](https://support.claude.com/en/articles/11825384-how-to-update-claude-for-ios). + +## Related Articles +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps) +- [Using the Blackbaud Connector in Claude](https://support.claude.com/en/articles/12923221-using-the-blackbaud-connector-in-claude) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude-mobile-apps/claude-for-ios/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios.md b/claude/claude-mobile-apps/claude-for-ios/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios.md new file mode 100644 index 0000000000000000000000000000000000000000..589437c60c13cc1273851f57687520dca3d0fc0d --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios.md @@ -0,0 +1,27 @@ +--- +title: "How can I cancel my Claude Pro subscription on the Claude app for iOS?" +title_slug: "how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios" +source_url: "https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios" +last_updated_iso: "2026-03-16T21:13:02Z" +article_id: "9461904" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# How can I cancel my Claude Pro subscription on the Claude app for iOS? + +_Last updated: 2026-03-16T21:13:02Z_ + +If you signed up for Claude Pro via the iOS app, your subscription and payment will be handled directly on your iOS device. + +To cancel your subscription, click on your initials in the top right corner of the Claude app for iOS, and then click “Billing” from the menu options. Select “manage subscription” and follow the prompts for cancellation. If you’ve already removed the app from your device, you can also follow the instructions located in the App Store resource [here](https://support.apple.com/en-us/118428) to unsubscribe. + +You may cancel your Claude Pro subscription at any time from the platform you signed up on. To avoid being charged for your next billing period, cancel your subscription at least 24 hours before your next billing date. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [Installing Claude for iOS](https://support.claude.com/en/articles/9266462-installing-claude-for-ios) +- [How do I sign up for Claude Pro on the Claude app for iOS?](https://support.claude.com/en/articles/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios) +- [How can I uninstall Claude for Android?](https://support.claude.com/en/articles/9612889-how-can-i-uninstall-claude-for-android) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) diff --git a/claude/claude-mobile-apps/claude-for-ios/9266462-installing-claude-for-ios.md b/claude/claude-mobile-apps/claude-for-ios/9266462-installing-claude-for-ios.md new file mode 100644 index 0000000000000000000000000000000000000000..c145afe0f907f0a54098a3ec6ccf917a1cee3413 --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/9266462-installing-claude-for-ios.md @@ -0,0 +1,39 @@ +--- +title: "Installing Claude for iOS" +title_slug: "installing-claude-for-ios" +source_url: "https://support.claude.com/en/articles/9266462-installing-claude-for-ios" +last_updated_iso: "2026-03-16T21:18:40Z" +article_id: "9464125" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# Installing Claude for iOS + +_Last updated: 2026-03-16T21:18:40Z_ + +## How do I install the Claude for iOS app? + +You can install the Claude app onto your iOS device by navigating to the App Store and searching for “Claude by Anthropic”, or by navigating directly to our [App Store listing](https://apps.apple.com/us/app/claude/id6473753684). Click on “Get” from the app listing to prompt your download. + +## Why can’t I find Claude for iOS in the App Store? + +If you’re unable to locate Claude for iOS in your App Store, you may be located in an [unsupported region](https://support.claude.com/en/articles/8461763-where-can-i-access-claude), using an unsupported device, or using an unsupported version of iOS. + +## What versions of iOS are supported? + +We currently support iOS version 17.0 and above. + +## How do I uninstall the Claude for iOS app? + +To uninstall the Claude for iOS from your device, hold down on the app from your home screen until you see the menu options. Click on “Remove App.” From the next series of options, select “Delete App.” + +Note that if you have an active paid Claude subscription and would like to uninstall the app, your subscription will not be automatically canceled. To cancel your subscription, follow the instructions here: [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [How do I install Claude for Android?](https://support.claude.com/en/articles/9612887-how-do-i-install-claude-for-android) +- [How can I uninstall Claude for Android?](https://support.claude.com/en/articles/9612889-how-can-i-uninstall-claude-for-android) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude-mobile-apps/claude-for-ios/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios.md b/claude/claude-mobile-apps/claude-for-ios/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios.md new file mode 100644 index 0000000000000000000000000000000000000000..a91a9d1dad4948014c56f1ee41c055013e09fdce --- /dev/null +++ b/claude/claude-mobile-apps/claude-for-ios/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios.md @@ -0,0 +1,23 @@ +--- +title: "How do I sign up for Claude Pro on the Claude app for iOS?" +title_slug: "how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios" +source_url: "https://support.claude.com/en/articles/9266495-how-do-i-sign-up-for-claude-pro-on-the-claude-app-for-ios" +last_updated_iso: "2026-03-16T21:12:57Z" +article_id: "9464273" +breadcrumbs: + - "Claude Mobile apps" + - "Claude for iOS" +--- + +# How do I sign up for Claude Pro on the Claude app for iOS? + +_Last updated: 2026-03-16T21:12:57Z_ + +To sign up for Claude Pro using the Claude app for iOS, open the app on your device and click on your initials in the upper right corner. From your settings page, click on “Upgrade to Pro” and follow the payment instructions to complete your in-app purchase. + +## Related Articles +- [How do I sign up for the Pro plan?](https://support.claude.com/en/articles/8325609-how-do-i-sign-up-for-the-pro-plan) +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [How do I sign up for Claude Pro on Claude for Android?](https://support.claude.com/en/articles/9612892-how-do-i-sign-up-for-claude-pro-on-claude-for-android) +- [How can I cancel my Claude Pro subscription on Claude for Android?](https://support.claude.com/en/articles/9612898-how-can-i-cancel-my-claude-pro-subscription-on-claude-for-android) diff --git a/claude/claude-mobile-apps/general/10065434-using-dictation-on-claude-mobile.md b/claude/claude-mobile-apps/general/10065434-using-dictation-on-claude-mobile.md new file mode 100644 index 0000000000000000000000000000000000000000..cd119a1fb31943f59ccc52a0615c754ea773edba --- /dev/null +++ b/claude/claude-mobile-apps/general/10065434-using-dictation-on-claude-mobile.md @@ -0,0 +1,68 @@ +--- +title: "Using dictation on Claude Mobile" +title_slug: "using-dictation-on-claude-mobile" +source_url: "https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile" +last_updated_iso: "2026-03-16T20:38:35Z" +article_id: "10566310" +breadcrumbs: + - "Claude Mobile apps" + - "General" +--- + +# Using dictation on Claude Mobile + +_Last updated: 2026-03-16T20:38:35Z_ + +> Dictation is currently available for users on free, Pro, and Team plans + +Dictation allows you to speak your prompts instead of typing them when using Claude for iOS or Android. + +## Getting started + +1. Open Claude for iOS or Android. +2. Start a new chat with Claude. +3. Tap the microphone icon on the right side of the chat input field. + - If this is your first time using dictation, you'll need to select your preferred language. You can change this later in Settings. +4. Dictate your prompt. +5. Tap the arrow icon to send your prompt. + - To cancel without sending, tap the "X" icon. + +Your prompt will automatically appear as text in the chat window. Claude will respond to your prompt in text format. + +## Supported languages + +Dictation is currently available in these languages: + +- English +- French +- German +- Hindi +- Italian +- Japanese +- Korean +- Portuguese +- Russian +- Spanish +- Turkish +- Ukrainian + +## Changing your language settings + +To change your speech input language: + +1. Tap your initials in the upper right corner. +2. Select “Speech Input Language.” +3. Choose your preferred language from the dropdown. + +## Data privacy + +After converting your speech input to text, we will delete your audio recording. We will not retain a copy of your speech input or use it for training our generative models. + +Learn more about our privacy practices by visiting our [Privacy Policy](https://www.anthropic.com/legal/privacy) and [Privacy Center](https://privacy.anthropic.com/en/). + +## Related Articles +- [Using Claude App Intents, Shortcuts, and Widgets on iOS](https://support.claude.com/en/articles/10263469-using-claude-app-intents-shortcuts-and-widgets-on-ios) +- [Using the Claude Widget on Android](https://support.claude.com/en/articles/10534883-using-the-claude-widget-on-android) +- [Using voice mode](https://support.claude.com/en/articles/11101966-using-voice-mode) +- [Use quick entry with Claude Desktop on Mac](https://support.claude.com/en/articles/12626668-use-quick-entry-with-claude-desktop-on-mac) +- [Use dictation in Office agents](https://support.claude.com/en/articles/14479591-use-dictation-in-office-agents) diff --git a/claude/claude-mobile-apps/general/11101966-using-voice-mode.md b/claude/claude-mobile-apps/general/11101966-using-voice-mode.md new file mode 100644 index 0000000000000000000000000000000000000000..3a058e0fd148384075d2bcd283e247b47d5f03db --- /dev/null +++ b/claude/claude-mobile-apps/general/11101966-using-voice-mode.md @@ -0,0 +1,165 @@ +--- +title: "Using voice mode" +title_slug: "using-voice-mode" +source_url: "https://support.claude.com/en/articles/11101966-using-voice-mode" +last_updated_iso: "2026-03-16T20:36:49Z" +article_id: "11971330" +breadcrumbs: + - "Claude Mobile apps" + - "General" +--- + +# Using voice mode + +_Last updated: 2026-03-16T20:36:49Z_ + +Voice mode allows you to have complete spoken conversations with Claude. Instead of typing a prompt and reading a written response, you can speak to Claude and listen to its responses, making it easier to use when your hands are busy but your mind isn't. + +> Voice mode is a beta feature available in English to all plans on Claude and Claude Mobile (iOS and Android). + +## What is voice mode? + +Voice mode transforms how you interact with Claude by: + +- Allowing you to speak to Claude and hear Claude's voice responses. +- Seamlessly switch between text and voice within the same conversation. +- Providing access to web searches through voice conversations. + +## Enable voice mode + +#### On the web + +1. Log in to your Claude account and start a new chat. +2. Tap the sound wave symbol in the lower right corner of the chat window to activate voice mode: + +  +3. Start talking and see your prompt automatically populate in the chat input. +4. Once you finish telling Claude your prompt, it will respond to continue the conversation. +5. Claude will remain in voice mode until you click the “Stop” button in the lower right corner of the chat window: + + + +#### On mobile (iOS and Android) + +1. Open the Claude app on your device. +2. Tap the voice mode icon (sound wave symbol next to the microphone icon) in the text input field: + +  +3. Choose a voice to personalize your experience. +4. Start speaking to begin your conversation. + +--- + +## Use voice mode + +> **Note:** Voice conversations count toward your regular usage limits based on your subscription plan. + +Voice mode offers two ways to talk with Claude, depending on your environment. + +#### Hands-free mode + +In hands-free mode, Claude listens continuously and responds to natural pauses in your speech. This is the default mode — just start talking, and Claude will respond when you finish a thought. + +Hands-free mode works best in quiet environments. Claude is designed to handle natural pauses without cutting you off, so you can speak at your own pace without rushing. + +If Claude does interrupt you, simply start speaking again — Claude will stop and listen. + +#### Push-to-talk mode + +If you're in a noisy environment or Claude is having trouble distinguishing your voice from background sounds, switch to push-to-talk mode. In this mode, you hold a button while speaking and release it when you're done. + +Push-to-talk gives you more control over when Claude listens, which makes it more reliable in challenging environments like busy streets, crowded rooms, or when other people are talking nearby. + +## Choose a voice + +Claude offers several voice options you can choose from when you first start voice mode. + +To change the voice later: + +- **On the web:** Go to **[Settings > General](http://claude.ai/settings/general)** and scroll down to **Voice settings**. Select your preferred voice from the options. You’ll hear a preview when you click each option; click it again to stop the preview. +- **On mobile:** Click the settings button in the bottom left corner while chatting with Claude in voice mode, then tap your preferred voice and pace: + + + +## Switch between text and voice + +You can switch between text and voice within the same conversation. Your previous context carries over, so you don't lose anything when you switch. This is useful when you start a conversation by typing but want to continue hands-free, or when you need to type something specific (like a URL or code) mid-conversation. + +## Use cases + +Voice mode is particularly useful for: + +- **Daily planning.** Have Claude brief you on what's coming up while you get ready for the day. +- **Learning.** Explore new topics through conversation while commuting, exercising, or doing chores. +- **Creative thinking.** Think out loud with Claude to develop ideas when typing would slow you down. +- **Preparation.** Practice for interviews or important conversations through natural dialogue. +- **Capturing ideas.** Talk through thoughts the moment they come to you, wherever you are. + +## Tips for a good experience + +- **Start in a quiet space.** Hands-free mode works best when Claude can detect only one voice, so if you're in a noisy or crowded environment, switch to push-to-talk. +- **Speak naturally.** You don't need to speak slowly or pause artificially. Claude is designed to follow natural speech patterns. +- **Break up complex questions.** For multi-part questions, it can help to ask them one at a time rather than all at once. +- **Interrupt if needed.** If Claude is going in the wrong direction, just start talking. Claude will stop and listen. + +## Safety measures in voice mode + +Voice mode has been developed with safety as a top priority. Several safeguards have been implemented to mitigate potential risks: + +- **Limited voice options: **Choose from a preset, limited selection of voices. This prevents voice cloning or impersonation. The system is designed specifically to avoid mimicking specific individuals or personalizing voice outputs. +- **Generative by design**: Claude is designed to generate original responses rather than reproduce text exactly or mimic specific speech patterns, which prevents impersonation. +- **Full policy compliance:** Our usage policy remains fully enforced in voice mode, with all standard model misuse detection and enforcement systems actively monitoring interactions. + +--- + +## Troubleshooting + +#### Claude isn't recognizing my voice correctly + +- Make sure you're in a reasonably quiet environment, or switch to push-to-talk mode. +- Check that your device's microphone permissions are enabled for Claude. +- Speak clearly and at a normal pace. + +#### Voice responses sound choppy or cut out + +- Check your internet connection. Voice mode works best on a stable connection. +- Close other apps that might be using significant system resources. +- Make sure your device has enough battery — voice processing uses more power than text. + +#### Claude stops responding in voice mode + +- Check whether you've reached your usage limits. +- Try leaving voice mode and re-entering. +- Make sure your internet connection is stable. + +#### Claude keeps interrupting me + +- Try pausing less between thoughts, or switch to push-to-talk mode for more control over when Claude listens. +- Move to a quieter environment if possible — background noise can sometimes cause false interruptions. + +--- + +## Frequently asked questions + +#### Will my voice conversations be saved? + +Yes. Textual transcripts of your audio conversations are saved in your chat history just like text conversations. + +#### What's the difference between dictation and voice mode? + +Dictation converts your speech to text so you can type prompts by speaking. Voice mode is a full two-way conversation — you speak to Claude, and Claude speaks back. + +#### Can I use voice mode in languages other than English? + +Voice mode is currently available in English only. + +#### Can Enterprise Admins disable voice mode for their organizations? + +If you are an Enterprise owner and would like to disable voice mode for your organization, please **[reach out to Support](https://support.claude.com/en/articles/9015913-how-to-get-support)**. + +## Related Articles +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [Using extended thinking](https://support.claude.com/en/articles/10574485-using-extended-thinking) +- [Use quick entry with Claude Desktop on Mac](https://support.claude.com/en/articles/12626668-use-quick-entry-with-claude-desktop-on-mac) +- [Use dictation in Office agents](https://support.claude.com/en/articles/14479591-use-dictation-in-office-agents) +- [Claude Code power user tips](https://support.claude.com/en/articles/14554000-claude-code-power-user-tips) diff --git a/claude/claude-mobile-apps/general/13117299-minimum-age-requirement-access-restriction.md b/claude/claude-mobile-apps/general/13117299-minimum-age-requirement-access-restriction.md new file mode 100644 index 0000000000000000000000000000000000000000..9d7d073d5e0cae363d82fff296bee627a056c704 --- /dev/null +++ b/claude/claude-mobile-apps/general/13117299-minimum-age-requirement-access-restriction.md @@ -0,0 +1,38 @@ +--- +title: "Minimum age requirement access restriction" +title_slug: "minimum-age-requirement-access-restriction" +source_url: "https://support.claude.com/en/articles/13117299-minimum-age-requirement-access-restriction" +last_updated_iso: "2026-03-16T21:00:11Z" +article_id: "14899916" +breadcrumbs: + - "Claude Mobile apps" + - "General" +--- + +# Minimum age requirement access restriction + +_Last updated: 2026-03-16T21:00:11Z_ + +This article explains why you may be unable to create a Claude account or sign in to an existing account when using the Claude mobile app. + +## Why am I seeing this message? + +We require all users to be at least 18 years old to create and use a Claude account. If you're seeing this message, it means the app store on your device (App Store or Play Store) has identified you as under 18 based on your account information. + +In certain US states, new laws require app stores to verify users' ages and share that information with app developers. Claude uses this information to enforce our minimum age requirement. This requirement is being rolled out in stages across different states. + +## What if my age is incorrect? + +Anthropic does not have access to your app store account information and cannot change it. If you believe your age has been reported incorrectly, you'll need to contact the appropriate support team for your device: + +- **iOS:** Contact [Apple Support](https://support.apple.com/en-us/108380) +- **Android:** Contact [Google Play Support](https://support.google.com/googleplay) + +Your age information is managed through your Google account or Apple Account. If your account is part of a family group (such as Google Family Link or Apple Family Sharing), your age may have been set by a parent or guardian when the account was created. You may need to work with them to review or update your account information. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [Use Google Workspace connectors](https://support.claude.com/en/articles/10166901-use-google-workspace-connectors) +- [Claude 4 Invite Contest](https://support.claude.com/en/articles/11408405-claude-4-invite-contest) +- [Requesting a refund for a paid Claude plan](https://support.claude.com/en/articles/12386328-requesting-a-refund-for-a-paid-claude-plan) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/12138966-release-notes.md b/claude/claude/12138966-release-notes.md new file mode 100644 index 0000000000000000000000000000000000000000..3fee286128145b9605452d91e73ff25caed45468 --- /dev/null +++ b/claude/claude/12138966-release-notes.md @@ -0,0 +1,414 @@ +--- +title: "Release notes" +title_slug: "release-notes" +source_url: "https://support.claude.com/en/articles/12138966-release-notes" +last_updated_iso: "2026-04-17T15:00:00Z" +article_id: "13457652" +breadcrumbs: + - "Claude" +--- + +# Release notes + +_Last updated: 2026-04-17T15:00:00Z_ + +## April 2026 + +#### April 17, 2026 + +**Claude Design by Anthropic Labs** + +With Opus 4.7, we also launched Claude Design, a new **[Anthropic Labs](https://www.anthropic.com/news/introducing-anthropic-labs)** product that lets you collaborate with Claude to create visual outputs like designs, prototypes, slides, and one-pagers. For more information, see **[Get started with Claude Design](https://support.claude.com/en/articles/14604416-get-started-with-claude-design)**. + +#### April 16, 2026 + +**Claude Opus 4.7 launch** + +Our latest model, Claude Opus 4.7, is now generally available. Opus 4.7 shows improvements in software engineering and complex, long-running coding tasks, as well as better vision, allowing it to see images in higher resolution. For more information, see our blog post: **[Introducing Claude Opus 4.7](https://www.anthropic.com/news/claude-opus-4-7)**. + +#### April 9, 2026 + +**Claude Cowork generally available** + +Claude Cowork is now generally available on macOS and Windows through the Claude Desktop app. With this, we’re expanding Claude Cowork with new capabilities: + +- **Claude Cowork in the Analytics API.** For more information, see **[Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-access-engagement-and-adoption-data-with-the-analytics-api)**. +- **Usage analytics for Claude Cowork.** For more information, see **[View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans)**. +- **Claude Cowork OpenTelemetry support.** For more information, see **[Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-cowork-activity-with-opentelemetry)**. + +**Role-based access controls for Enterprise plans** + +Admins can now organize users into groups, manually or via SCIM from your identity provider, and assign each group a custom role defining which Claude capabilities its members can use. Turn Claude Cowork on for specific teams, restrict features by department and adjust as adoption grows. Learn more about **[setting up role-based permissions](https://support.claude.com/en/articles/13930458-set-up-role-based-entitlements-on-enterprise-plans)**, **[managing group spend limit](https://support.claude.com/en/articles/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans)**[s](https://support.claude.com/en/articles/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans), and **[managing custom roles](https://support.claude.com/en/articles/13930452-manage-custom-roles-on-enterprise-plans)**. + +## March 2026 + +#### March 25, 2026 + +**Interactive apps in Claude for iOS and Android** + +The Claude mobile app can now connect to fully interactive apps. Pull up live charts, sketch diagrams, and build shareable assets, all rendered visually right in your conversation. For more information, see **[Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude)**. + +#### March 23, 2026 + +**Computer use research preview in Cowork and Claude Code + Dispatch improvements** + +Users on Pro and Max plans can give Claude access to computer use. Claude can open files, run dev tools, point, click, and navigate to what’s on your screen to perform tasks itself—with no setup required. Claude’s new computer use capability makes Dispatch even more helpful by allowing it to use your computer on your behalf while you’re away. For more information, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork)** or our blog post: **[Put Claude to work on your computer](https://claude.com/blog/dispatch-and-computer-use)**. + +#### March 17, 2026 + +**Control Cowork from your phone with a persistent thread (research preview for Pro/Max)** + +Users on Pro and Max plans can access a persistent agent thread via Claude Desktop or Claude for iOS/Android to manage tasks in Cowork. We're rolling this out to Max plans starting today, and Pro plans over the next two days. For more information, see **[Assign tasks to Claude from anywhere in Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-to-claude-from-anywhere-in-cowork)**. + +#### March 12, 2026 + +**Claude creates interactive charts, diagrams and visualizations** + +Claude can now create custom charts, diagrams and other visualizations in-line in its responses. For more information, see **[Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat)**. + +#### March 11, 2026 + +**Work across Excel and PowerPoint** + +We’ve improved our Claude for Excel and Claude for PowerPoint add-ins. They can now share the full context of your conversation, so every action Claude takes in one application is informed by everything that’s happened in the other. We also added support for skills in the add-ins, and the ability for Amazon Bedrock, Google Cloud’s Vertex AI, or Microsoft Foundry users to connect to them via an LLM gateway. For more information, refer to the following articles: + +- **[Work across Excel and PowerPoint](https://support.claude.com/en/articles/13892150-work-across-apps-with-cowork)** +- **[Use Claude for Excel and PowerPoint with an LLM gateway](https://support.claude.com/en/articles/13945233-use-claude-in-excel-and-powerpoint-with-an-llm-gateway)** + +#### March 2, 2026 + +**Memory for free users** + +Memory from chat history is now available for all Claude users, including free users. For more information, refer to the following articles: + +- **[Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context#h_c1c0b33879)** +- **[Import and export your memory from Claude](https://support.claude.com/en/articles/12123587-importing-and-exporting-your-memory-from-claude)** + +--- + +## February 2026 + +#### February 25, 2026 + +**Scheduled tasks in Cowork** + +We introduced the ability to create and schedule both recurring and on-demand tasks in Cowork, as well as a new Customize section in Claude Desktop that groups skills, plugins, and connectors in one place. For more information, see **[Schedule recurring tasks in Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-cowork)**. + +#### February 24, 2026 + +**Cowork plugins and admin controls** + +We launched a new plugin marketplace and admin controls for Team and Enterprise plans. For more information, refer to these articles: + +- **[Manage Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)** +- **[Use plugins in Cowork](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)** + +#### February 17, 2026 + +**Claude Sonnet 4.6 launch** + +We launched our most capable Sonnet model yet, with a full upgrade of the model’s skills across coding, computer use, long-context reasoning, agent planning, knowledge work, and design. Sonnet 4.6 also features a 1M token context window in beta. Read our blog post for more information: **[Introducing Claude Sonnet 4.6](https://www.anthropic.com/news/claude-sonnet-4-6)**. + +#### February 13, 2026 + +**Analytics API for Enterprise plans** + +The Enterprise Analytics API provides programmatic access to usage and engagement data for Claude and Claude Code Remote usage within your organization. Data is aggregated per organization, per day, and each endpoint returns a snapshot for a single date that you specify. For more information, see **[Access usage data with the Analytics API](https://support.claude.com/en/articles/13694757-access-usage-data-with-the-analytics-api)**. + +#### February 12, 2026 + +**Self-serve Enterprise plans** + +Previously, Enterprise plans were only available to customers working with our Sales team. Now, any organization can purchase an Enterprise plan directly on our website with no Sales conversation required. Self-serve Enterprise plans have a single seat type that includes access to Claude, Claude Code, and Cowork. For more information, refer to **[our blog post](https://claude.com/blog/self-serve-enterprise)** or **[What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan)** + +#### February 5, 2026 + +**Claude Opus 4.6 launch** + +We’ve upgraded our smartest model and improved its coding skills. Read our blog post for more information: **[Introducing Claude Opus 4.6](http://anthropic.com/news/claude-opus-4-6)**. + +**Introducing Claude for PowerPoint** + +Claude is now available as an add-in for PowerPoint. Read more here: **[Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-using-claude-in-powerpoint)**. + +**Claude for Excel improvements** + +We’ve updated Claude for Excel so it uses Opus 4.6 and supports native Excel operations such as pivot table editing and conditional formatting. See our updated article for more information: **[Using Claude for Excel](https://support.claude.com/en/articles/12650343-using-claude-in-excel)**. + +--- + +## January 2026 + +#### January 16, 2026 + +**Cowork research preview expanded to Pro plans** + +Cowork is now available to Pro plan users on Claude Desktop (macOS only). + +**Claude Code access added to Team plan Standard seats** + +We’re now including Claude Code access with every Team plan standard seat. Refer to this article for more information: **[Purchasing and managing seats on Team plans](https://support.claude.com/en/articles/12004354-purchasing-and-managing-seats-on-team-plans)**. + +**Opus 4 and 4.1 deprecated from Claude and Claude Code** + +We’ve removed Claude Opus 4 and 4.1 from the Claude model selector and Claude Code. Refer to this article for further details and recommendations: **[Adapting to new model personas after deprecations](https://support.claude.com/en/articles/12738598-adapting-to-new-model-personas-after-deprecations)**. + +#### January 12, 2026 + +**Cowork research preview on Claude Desktop (macOS only) for Max plans** + +Cowork brings Claude Code's agentic capabilities to the Claude desktop app for knowledge work beyond coding. It runs locally on your computer in an isolated VM, enabling direct access to local files and MCP integrations. + +Refer to this article to learn more: **[Getting started with Cowork](https://support.claude.com/en/articles/13345190-getting-started-with-cowork)**. + +**Health and fitness data on Claude Mobile** + +Claude can now read and analyze your health and fitness data on iOS and Android. Ask Claude about your activity patterns, workout trends, sleep quality, and more—Claude will provide insights and visualizations using native charts. + +Health features are available on Pro and Max plans and currently limited to users in the US. On Android, Health Connect and Android 14 or later are required. + +See the following articles for more information: + +- **[Using Claude with iOS Apps](https://support.claude.com/en/articles/11869619-using-claude-with-ios-apps)** +- **[Using Claude with Android Apps](https://support.claude.com/en/articles/11869629-using-claude-with-android-apps)** + +**HIPAA-ready Enterprise plans** + +We now offer a HIPAA-ready version of Claude that is available for organizations with Enterprise plans that choose to process protected health information (PHI) through Claude. + +See **[HIPAA-ready Enterprise plans](https://support.claude.com/en/articles/13296973-hipaa-ready-enterprise-plans)** for more information. + +--- + +## December 2025 + +#### December 18, 2025 + +**Skills for organizations, partners, and the ecosystem** + +In October, we introduced skills—a way to teach Claude repeatable workflows tailored to how you work. Skills are now easier to deploy, discover, and build with **[organization-wide management for Team and Enterprise plans](https://support.claude.com/en/articles/13119606-managing-skills-as-an-admin)**, a **[directory](https://claude.com/connectors)** of partner-built skills, and an open standard (**[Agent Skills](https://agentskills.io/home)**) so skills work across AI platforms. + +**Claude in Chrome updates** + +Claude in Chrome is now available in beta to all paid plan subscribers, including Pro, Team, and Enterprise plans. + +- **Claude Code integration:** Build in your terminal with Claude Code, then test and verify in the browser with the Chrome extension. Claude can read console errors, network requests, and DOM state to help debug issues directly. +- **Control browser actions from Claude Desktop:** Start a task in Claude Desktop and let it handle work in the browser without switching windows. +- **Record a workflow:** Teach Claude your workflow by recording the steps, and Claude learns to repeat them. Useful for repetitive browser tasks you want to delegate. +- **Console logs:** Claude can now read browser console output, helping developers identify and fix errors without switching contexts. +- **Admin controls for Team and Enterprise:** Admins can now manage Claude in Chrome at the organization level: + - Enable or disable the extension org-wide + - Configure allowlists and blocklists to control which sites Claude can access + - Manage Claude in Chrome in Admin settings > Browser extension + +--- + +## November 2025 + +#### November 24, 2025 + +**Claude Opus 4.5 launch** + +We released our most powerful frontier model to date. Read our blog post for more information: **[Introducing Claude Opus 4.5](https://www.anthropic.com/news/claude-opus-4-5)**. + +**Claude for Excel beta release** + +Claude for Excel is now available in beta to all Max, Team, and Enterprise users. We’ve added some additional capabilities, such as support for pivot tables, charts and file uploads, plus a shortcut to quickly open the full Claude app from Excel (ctrl+option+c). We've also made overall improvements to performance, speed, context management, and the general user experience. See **[Use Claude for Excel](https://support.claude.com/en/articles/12650343-claude-in-excel)**. + +**Context window compaction** + +We’ve changed our context window functionality to enable infinite-length conversations (with some exceptions) and significantly reduce length limit errors by summarizing earlier messages when a chat approaches its context limit. Read more here: **[Understanding Usage and Length Limits](https://support.claude.com/en/articles/11647753-understanding-usage-and-length-limits)**. + +**Claude in Chrome updates** + +Claude in Chrome is now available in beta to all Max plan subscribers. After months of testing, we're expanding access with the following updates: + +- **Scheduled tasks**: Set recurring browser tasks to run automatically on your schedule. Set it once and Claude handles it from there. +- **Follow a plan**: Approve Claude's plan, then let it execute the entire workflow independently within those approved boundaries, without asking for permission until it's done. +- **Model selection**: Choose between Haiku 4.5 for speed, Sonnet 4.5 for complex tasks, or Opus 4.5 for maximum reasoning power—switch anytime based on what you need. + +--- + +## October 2025 + +#### October 23, 2025 + +**Claude’s memory on Max and Pro plans** + +Max plan users can now access Claude’s memory capabilities. This feature will roll out to Pro plans gradually over the next two weeks. + +#### October 15, 2025 + +**Claude Haiku 4.5 launch** + +We released our fastest, most cost-efficient model – Claude Haiku 4.5. Our latest small model matches Sonnet 4’s performance on coding, computer use, and agent tasks. + +**Claude in Chrome updates** + +- **Powered by Haiku 4.5: **Claude in Chrome now defaults to Haiku 4.5 so it’s a faster, more responsive experience. You can always switch back to Sonnet 4.5. +- **Claude handles image uploads for you:** Give Claude an image and tell it where to upload, whether it’s an expense report, form attachment, or a picture upload. +- **Show Claude exactly what you mean: **Take a screenshot or drag to highlight specific parts of your screen. Point Claude to the exact button, field, or detail—much faster than describing complex layouts in words. + +--- + +## September 2025 + +#### September 29, 2025 + +**Claude Sonnet 4.5 launch** + +We released our newest model, Sonnet 4.5. This is the best model in the world for real-world agents, coding, and computer use. Read our blog post here: **[Claude Sonnet 4.5](https://www.anthropic.com/news/claude-sonnet-4-5)**. + +**Creating and editing files with Claude for Pro plans and mobile** + +Pro users can now leverage Claude’s file creation and editing capabilities, and users on all paid plans can access these features on Claude for iOS or Android. See this updated article for more information: **[Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude)**. + +**Claude in Chrome updates** + +The remaining Max users on our waitlist were granted access to Claude in Chrome, along with the following updates: + +- **Powered by Sonnet 4.5:** Claude in Chrome now defaults to Sonnet 4.5, our smartest model yet. Improved for browser tasks, you'll notice better reasoning, fewer errors, and more reliable task completion—especially for multi-step workflows. +- **Work across multiple tabs: **Claude can now juggle multiple browser tabs at once. Just drag tabs into Claude's tab group and it can see and work across all of them simultaneously—no more jumping back and forth to gather information before taking action. +- **Smarter on the sites you use every day:** Claude now understands how to navigate Slack, Google Calendar, Gmail, Google Docs, and GitHub without you having to direct every click. Ask Claude to "schedule a meeting" or "update the doc" and it knows what to do—no need to walk it through every step. We’re continuing to improve Claude’s understanding of other popular sites. +- **Get notified when Claude needs you: **Turn on notifications and Claude will ping you when it needs your permission or when a task is complete. Now you can switch to other work while Claude handles things in the background. +- **Show Claude exactly what you mean: **Upload images or take screenshots of specific screen areas to give Claude precise visual context. Much faster than describing what you're looking at. + +#### September 18, 2025 + +**Claude’s memory on Enterprise plans** + +Users on Enterprise plans can leverage memory; Claude can now remember relevant context from your chats and generate a memory summary. Incognito chats give you a way to exclude conversations from Claude’s memory. Refer to the following articles for more information: + +- **[Using Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context)** +- **[Importing and exporting your memory from Claude](https://support.claude.com/en/articles/12123587-importing-and-exporting-your-memory-from-claude)** +- **[Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats)** + +#### September 16, 2025 + +**Claude in Chrome expansion** + +Claude in Chrome expanded to 10,000 Max plan users with the release of new capabilities: + +- **Long-running workflows: **Claude in Chrome can handle more complex, multi-step workflows, and continue working even when you switch tabs (as long as Chrome is open). +- **/slash commands: **Save your best-working prompts as shortcuts (/slash commands) and reuse these proven workflows instantly without retyping instructions to Claude. +- **Contextual prompt suggestions: **Claude in Chrome gives contextual prompt suggestions or helpful tips based on what website you’re on. + +#### September 11, 2025 + +**Claude’s memory on Team plans and incognito chats for free, Pro, Max, and Team plans** + +Claude can now remember relevant context from your chats and will generate a memory summary. Incognito chats give you a way to exclude conversations from Claude’s memory. Refer to the following new articles for more information: + +- **[Using Claude’s chat search and memory to build on previous context](https://support.anthropic.com/en/articles/11817273-how-does-claude-s-memory-work)** +- **[Importing and exporting your memory from Claude](https://support.anthropic.com/en/articles/12123587-importing-and-exporting-your-memory-from-claude)** +- **[Using incognito chats](https://support.anthropic.com/en/articles/12260368-using-incognito-chats)** + +#### September 9, 2025 + +**Creating and editing files with Claude** + +Claude can now create and edit Excel spreadsheets, PowerPoint slide decks, documents, and PDFs directly in the Claude app. Refer to the following two articles for more information: + +- **[Create and edit files with Claude](https://support.anthropic.com/en/articles/12111783-create-and-edit-files-with-claude)** +- **[Create and edit files with Claude to eliminate hours of busy work](https://support.anthropic.com/en/articles/12143746-create-and-edit-files-with-claude-to-eliminate-hours-of-busy-work)** + +#### September 3, 2025 + +**Location, maps, and calendar access on Claude for iOS and Android** + +Claude can now connect with iOS and Android apps to draft calendar events, help you find locations, and manage reminders (iOS only). See updates to the following two articles for more information: + +- **[Using Claude with iOS Apps](https://support.anthropic.com/en/articles/11869619-using-claude-with-ios-apps)** +- **[Using Claude with Android Apps](https://support.anthropic.com/en/articles/11869629-using-claude-with-android-apps)** + +--- + +## August 2025 + +#### August 27, 2025 + +**Code Execution Tool** + +A new API tool that allows Claude to execute Python code in a secure, sandboxed environment. Refer to our docs for more information: **[Code execution tool](https://docs.anthropic.com/en/docs/agents-and-tools/tool-use/code-execution-tool#upgrade-to-latest-tool-version)**. + +#### August 26, 2025 + +**Claude in Chrome** + +An experimental browser extension that allows Claude to read, click, and navigate websites alongside you. See **[Getting Started with Claude in Chrome](https://support.claude.com/en/articles/12012173-getting-started-with-claude-in-chrome)**. + +#### August 21, 2025 + +**Admin controls for desktop extensions** + +Allows Team and Enterprise plans to enable/disable public desktop extensions and upload custom extensions. See **[Admin Controls for Desktop Extensions](https://support.anthropic.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop#h_17d0fb22f8)**. + +**Making shared artifacts embeddable** + +Claude users with free, Pro, or Max plans can generate an embed code for any published artifacts. + +#### August 20, 2025 + +**Premium seats with Claude Code for Team and Enterprise plans** + +Introduced a premium seat tier for Team and Enterprise plans offering more usage and access to Claude Code. Refer to the following articles for more information: + +- **[Purchasing and managing seats](https://support.claude.com/en/articles/12004354-purchasing-and-managing-seats)** +- **[Using Claude Code with your Team or Enterprise plan](https://support.anthropic.com/en/articles/11845131-using-claude-code-with-your-team-or-enterprise-plan)** + +**Extra usage for Team and Enterprise plans** + +A new setting allows Team and Enterprise plan users to purchase more usage to continue chatting with Claude or using Claude Code after hitting their usage limit. See **[Extra Usage for Team and Enterprise Plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-enterprise-plans)**. + +#### August 15, 2025 + +**Ability to change monthly Team plan billing to annual** + +Allowing Team plan organizations with monthly billing to upgrade to annual billing. See **[How to change your Team plan from monthly to annual billing](https://support.claude.com/en/articles/12083917-how-to-change-your-team-plan-from-monthly-to-annual-billing)**. + +#### August 12, 2025 + +**1M token context window** + +The 1M token context window for Claude Sonnet 4 is currently in beta for API organizations in usage tier 4, or with custom rate limits. See **[1M token context window](https://docs.anthropic.com/en/docs/build-with-claude/context-windows#1m-token-context-window)** in our docs for more information. + +#### August 11, 2025 + +**Ability to search past conversations** + +Users on Max, Team, Enterprise plans can prompt Claude to search over past chats, allowing finer-grained context continuation and synthesizing across topics. See **[Searching past chats](https://support.anthropic.com/en/articles/10185728-understanding-claude-s-personalization-features#h_4afb5dcf4b)**. + +#### August 6, 2025 + +**Claude Code Security Reviews** + +Two new cybersecurity features were added to Claude Code: + +- /security-review command +- GitHub Actions + +See **[Automated Security Reviews in Claude Code](https://support.anthropic.com/en/articles/11932705-automated-security-reviews-in-claude-code)**. + +#### August 5, 2025 + +**Claude Opus 4.1** + +Claude Opus 4.1 (an incremental update to Opus 4) brings enhanced performance as our most capable model for complex reasoning, analysis, and creative tasks. + +- Read our announcement here: **[Claude Opus 4.1](https://www.anthropic.com/news/claude-opus-4-1)**. +- Refer to **[Models overview](https://docs.anthropic.com/en/docs/about-claude/models/overview)** for more specific information about Opus 4.1. + +#### August 1, 2025 + +**Project Sharing** + +Enabled project permissions and sharing for Team and Enterprise plans. See **[Organization-wide sharing](https://support.anthropic.com/en/articles/9519189-project-visibility-and-sharing#h_0b584425bc)** for more information. + +> **Note:** Refer to **[our docs](https://docs.anthropic.com/en/release-notes/overview)** for historical release notes. + +## Related Articles +- [How up-to-date is Claude's training data?](https://support.claude.com/en/articles/8114494-how-up-to-date-is-claude-s-training-data) +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Using Claude in Microsoft Foundry](https://support.claude.com/en/articles/12864745-using-claude-in-microsoft-foundry) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/account-management/10310342-how-do-i-log-out-of-all-active-sessions.md b/claude/claude/account-management/10310342-how-do-i-log-out-of-all-active-sessions.md new file mode 100644 index 0000000000000000000000000000000000000000..b5580a2999c94531e4fea5cb1a279e4ea8b6b471 --- /dev/null +++ b/claude/claude/account-management/10310342-how-do-i-log-out-of-all-active-sessions.md @@ -0,0 +1,57 @@ +--- +title: "How do I log out of all active sessions?" +title_slug: "how-do-i-log-out-of-all-active-sessions" +source_url: "https://support.claude.com/en/articles/10310342-how-do-i-log-out-of-all-active-sessions" +last_updated_iso: "2026-03-16T20:40:40Z" +article_id: "10904028" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How do I log out of all active sessions? + +_Last updated: 2026-03-16T20:40:40Z_ + +If you need to sign out of your Claude account across all devices, you can do this through [Settings > Account](https://claude.ai/settings/account) on the web version of Claude. This is particularly useful if you've forgotten to log out on a shared device or suspect unauthorized access to your account. + +> **Note:** This option is not currently available in the Claude mobile apps for iOS or Android. + +## How long are sessions on the Claude web app? + +When you log in via [claude.ai](http://claude.ai), this creates a session with a duration of 28 days. This determines how long you remain logged in to your Claude account if you are inactive on the web app. If you take any action on [claude.ai](http://claude.ai), such as reloading the page, your session will be automatically refreshed every hour to 28 days from that point in time. + +## How to log out of all active sessions + +1. Visit [claude.ai](https://claude.ai/) in a web browser. +2. Sign in to your account. +3. Click on your initials in the lower left corner. +4. Select "Settings" from the menu. +5. Navigate to the "Account" section. +6. Click the "Log Out" button. +7. Confirm your choice when prompted. + +This action will immediately sign you out of your account across all devices where you were previously logged in, including: + +- Web browsers +- Mobile devices +- Desktop applications + +To regain access to your account on any device, you'll need to authenticate again using either Google login or a login link sent to your email address. + +## How to log out from Claude Code + +If you used your Claude account to authenticate into Claude Code, you can manage your authorization tokens by navigating to [Settings > Claude Code](http://claude.ai/settings/claude-code). To remove a token and log out of Claude Code, click the trash can icon. + + + +## Unable to access your account? + +If you're unable to sign into your account to log out of all sessions, contact our Support team by clicking on the message icon in the bottom right of any Help Center page. See [How to Get Support](https://support.claude.com/en/articles/9015913-how-to-get-support) for additional information. + +## Related Articles +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Managing your active sessions](https://support.claude.com/en/articles/13124001-managing-your-active-sessions) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Logging in to your Console account](https://support.claude.com/en/articles/13371040-logging-in-to-your-console-account) diff --git a/claude/claude/account-management/11107691-why-is-a-coupon-or-promotion-not-available-for-my-account.md b/claude/claude/account-management/11107691-why-is-a-coupon-or-promotion-not-available-for-my-account.md new file mode 100644 index 0000000000000000000000000000000000000000..c7b8c1a7dd06de25205365025c09f2491bf86ffe --- /dev/null +++ b/claude/claude/account-management/11107691-why-is-a-coupon-or-promotion-not-available-for-my-account.md @@ -0,0 +1,27 @@ +--- +title: "Why is a coupon or promotion not available for my account?" +title_slug: "why-is-a-coupon-or-promotion-not-available-for-my-account" +source_url: "https://support.claude.com/en/articles/11107691-why-is-a-coupon-or-promotion-not-available-for-my-account" +last_updated_iso: "2026-03-16T20:44:02Z" +article_id: "11978811" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Why is a coupon or promotion not available for my account? + +_Last updated: 2026-03-16T20:44:02Z_ + +Coupons and promotions are generally only available to users trying out a paid plan for the first time. + +A "This promotion is not available for your account" error message means that you are ineligible for the promotion due to being either an active paid subscriber or having been a paid subscriber in the past. + +Additionally, App Store subscribers (iOS or Android) are unable to take advantage of promotions at this time. If you are interested in transitioning from an App Store subscription to a direct subscription, you'll need to cancel and resubscribe once your current subscription term ends. + +## Related Articles +- [What is the Pro plan?](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan) +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [Claude 4 Invite Contest](https://support.claude.com/en/articles/11408405-claude-4-invite-contest) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) diff --git a/claude/claude/account-management/11408405-claude-4-invite-contest.md b/claude/claude/account-management/11408405-claude-4-invite-contest.md new file mode 100644 index 0000000000000000000000000000000000000000..b10d4b44bc1a2f8fef3dedb2046f52630fbc0f9c --- /dev/null +++ b/claude/claude/account-management/11408405-claude-4-invite-contest.md @@ -0,0 +1,109 @@ +--- +title: "Claude 4 Invite Contest" +title_slug: "claude-4-invite-contest" +source_url: "https://support.claude.com/en/articles/11408405-claude-4-invite-contest" +last_updated_iso: "2026-03-16T20:47:17Z" +article_id: "12352010" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Claude 4 Invite Contest + +_Last updated: 2026-03-16T20:47:17Z_ + +The Claude 4 Invite Contest is a chance to win four months of Max plan for Claude by inviting friends and family to try Claude 4, our newest and most powerful AI model. + +## What are the rewards? + +Selected participants who successfully refer new users are entered into a drawing to win: + +- **Four months of Max plan** for Claude apps (valued at $400) +- For current Max plan users: you’ll receive a $100 off coupon applied for four months. + - Max 5x users: You will receive four months of Max plan, completely free. + - Max 20x users: You will receive a $100 off coupon that will be applied for four months. You will still be responsible for $100/month if you want to remain on the 20x usage level. +- For iOS users: You'll need to cancel your App Store subscription first so we can apply the free month credits. + +## Claude 4 Overview + +Claude 4 represents our most capable AI model yet, designed to help you do your best work and solve complex problems with unprecedented intelligence. With Claude 4, you can: + +- Access advanced reasoning capabilities. +- Handle more complex tasks and conversations. +- Enjoy improved performance across all use cases. +- Experience our newest features and capabilities. + +With the Max plan, you get the complete experience of Claude. The Max plan gives you two powerful AI products in one subscription (Claude app and Claude Code), our highest individual usage limits, and priority access to the most advanced features. + +See [Introducing the Max Plan](https://www.anthropic.com/news/max-plan) to learn more about this paid plan. + +## How does the contest work? + +1. **Get your unique referral link**: Find it in the in-app banner on desktop or mobile, located in the bottom left corner. +2. **Share your link with friends and family**. +3. **Earn entries**: You receive one entry for each new user who: + - Signs up with Claude using your link. + - Sends at least one message to Claude. + - Entries accumulate for the entire 10-day duration of the contest. Maximum of 100 entries per use. +4. **Win rewards**: The more successful referrals you have, the better your chances of receiving four months of Max plan access. + +We’ll select 10 winners daily for 10 days. + +## Official Rules + +For complete details about the contest, including eligibility requirements and rules of play, please review the [Claude 4 Invite Sweepstakes Official Rules](https://support.anthropic.com/en/articles/11140763-claude-4-invite-sweepstakes-official-rules). + +## Frequently Asked Questions + +#### Who can participate in this contest? + +Existing Claude users, who are at least 18 years of age and located in one of the following countries or regions: + +- United States (excluding Florida, New York, and Rhode Island) +- Argentina +- Austria +- Barbados +- Bermuda +- France +- Germany +- Ireland +- Japan +- Latvia +- New Zealand +- Serbia +- South Africa +- South Korea +- Switzerland +- United Kingdom + +#### How do I receive the free four months of Max plan for Claude? + +10 winners are randomly selected each day from May 27 to June 4. You get one entry per new sign-up. A new sign-up needs to be unique and send at least 1 message. + +#### Who is able to participate? Do I get to participate if I’m part of a Team or Enterprise plan? What if I use the API Console? + +The invite contest is only available to Free, Pro, and Max plan users. Team, Enterprise, and API users are not eligible to participate. Users must be 18 years old to participate. + +#### If I share my referral link on social media, will I get a new entry for every person who uses my invite link? + +Yes, you can share your referral link on social media. You will get a new entry for every unique new user who sends at least one message. + +#### When will winners be notified? + +Winners will be notified via email after the contest period ends. You'll receive instructions on how to claim your reward. Winners must respond with the requested information within 72 hours. + +#### What if I'm already a Max plan subscriber? + +If you're selected as a winner and are already subscribed to the Max plan, we’ll apply a $100 off coupon for the next four months beginning in the next month after your current month. If you’re subscribed to the Max 20x plan, you’ll still pay $100/month for the next four months after your current month, as the $100 off coupon still applies to your 20x plan. + +#### If I win, what will happen to my subscription at the end of the four months? + +After the four months expire, you will be put back into the original subscription or plan you started on before winning. + +## Related Articles +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [Choosing a Claude plan](https://support.claude.com/en/articles/11049762-choosing-a-claude-plan) +- [Claude 4 Invite Sweepstakes Official Rules](https://support.claude.com/en/articles/11140763-claude-4-invite-sweepstakes-official-rules) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [How to gift a Claude subscription](https://support.claude.com/en/articles/12938627-how-to-gift-a-claude-subscription) diff --git a/claude/claude/account-management/12997130-understanding-your-billing-address-and-tax-calculation.md b/claude/claude/account-management/12997130-understanding-your-billing-address-and-tax-calculation.md new file mode 100644 index 0000000000000000000000000000000000000000..3ae7ad76700eb4d4ebb31d4b7790e0498fc1216c --- /dev/null +++ b/claude/claude/account-management/12997130-understanding-your-billing-address-and-tax-calculation.md @@ -0,0 +1,50 @@ +--- +title: "Understanding your billing address and tax calculation" +title_slug: "understanding-your-billing-address-and-tax-calculation" +source_url: "https://support.claude.com/en/articles/12997130-understanding-your-billing-address-and-tax-calculation" +last_updated_iso: "2026-03-16T20:57:58Z" +article_id: "14748559" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Understanding your billing address and tax calculation + +_Last updated: 2026-03-16T20:57:58Z_ + +Your billing address determines how taxes are calculated on your Claude purchases. This address should represent the primary place of business receiving the product. + +## How billing addresses work by plan type + +#### Pro, Max, and self-serve Team plans + +Your billing address is automatically set to match your payment method's billing address. To update it, navigate to [Settings > Billing](http://claude.ai/settings/billing) and click “Update” to the right of your current payment method. + +#### Sales-assisted Team plans and Enterprise plans + +You can update your billing address directly in Settings → Billing → Billing Addresses. Changes take effect immediately for future invoices. + +#### API (usage tier 1-4 / self-serve) + +Your billing address is tied to your payment method. Update your payment method by navigating to [Settings > Billing in the Claude Console](https://platform.claude.com/settings/billing) and clicking the pencil icon to the right of your current card number to change your billing address. + +#### Paid API contracts + +You can update your billing address directly in the Claude Console under Settings → Billing → Billing Addresses. + +## Requesting a different billing address + +If you need a billing address that differs from your payment method address, contact our Support team with documentation verifying your primary business location: + +- **Non-US customers:** VAT registration certificate matching your requested location +- **US customers:** State of incorporation, business license, or tax ID documentation + +Once verified, your billing address won't automatically update when you change payment methods. + +## Related Articles +- [How do I pay for my Claude API usage?](https://support.claude.com/en/articles/8977456-how-do-i-pay-for-my-claude-api-usage) +- [Add or update your paid Claude account’s tax or VAT ID](https://support.claude.com/en/articles/9889408-add-or-update-your-paid-claude-account-s-tax-or-vat-id) +- [Add or update your Claude Console organization's tax or VAT ID](https://support.claude.com/en/articles/9889428-add-or-update-your-claude-console-organization-s-tax-or-vat-id) +- [Add or update your Team plan's tax or VAT ID](https://support.claude.com/en/articles/9927624-add-or-update-your-team-plan-s-tax-or-vat-id) +- [Team plan billing FAQs](https://support.claude.com/en/articles/12997503-team-plan-billing-faqs) diff --git a/claude/claude/account-management/13047024-how-to-get-support-for-claude-for-government.md b/claude/claude/account-management/13047024-how-to-get-support-for-claude-for-government.md new file mode 100644 index 0000000000000000000000000000000000000000..00ff25ff7da48d220ef64d9aef823f241dc7c30e --- /dev/null +++ b/claude/claude/account-management/13047024-how-to-get-support-for-claude-for-government.md @@ -0,0 +1,32 @@ +--- +title: "How to get support for Claude for Government" +title_slug: "how-to-get-support-for-claude-for-government" +source_url: "https://support.claude.com/en/articles/13047024-how-to-get-support-for-claude-for-government" +last_updated_iso: "2026-03-16T21:21:34Z" +article_id: "14818368" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How to get support for Claude for Government + +_Last updated: 2026-03-16T21:21:34Z_ + +> **Please note: **This page is hosted outside of Claude for Government's FedRAMP boundary. + +This article explains how Claude for Government Owners and Primary Owners can contact Anthropic Support. We've designed a specialized process to ensure your sensitive information remains secure while providing you with the help you need. + +## How to Get Started + +1. Log in to your Owner or Primary Owner Claude for Government account. +2. Click your initials or name in the lower left corner and select “Get help” from the menu. +3. You will be directed to a page describing additional guidelines for our specialized support process. +4. Follow the guidelines described on that page to submit a support inquiry. + +## Related Articles +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude/account-management/13124001-managing-your-active-sessions.md b/claude/claude/account-management/13124001-managing-your-active-sessions.md new file mode 100644 index 0000000000000000000000000000000000000000..45d6c139ac9a43adadb31a5602f04e4ac05fe8bd --- /dev/null +++ b/claude/claude/account-management/13124001-managing-your-active-sessions.md @@ -0,0 +1,70 @@ +--- +title: "Managing your active sessions" +title_slug: "managing-your-active-sessions" +source_url: "https://support.claude.com/en/articles/13124001-managing-your-active-sessions" +last_updated_iso: "2026-03-16T21:21:40Z" +article_id: "14907571" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Managing your active sessions + +_Last updated: 2026-03-16T21:21:40Z_ + +Claude lets you view and manage all the devices and browsers where you're currently logged in. This helps you stay in control of your account security — if you notice a session you don't recognize, or you want to log out of a device you no longer use, you can terminate that session directly. + +## What you'll see + +Each active session displays the following information: + +- **Device and browser** — The browser and operating system used for the session (e.g., "Chrome on macOS") +- **Location** — The approximate geographic location based on IP address +- **Updated** — When this session was last used or modified by a policy change +- **Current session** — A badge indicating which session you're using right now + +## View your active sessions + +1. Click your profile icon in the bottom-left corner. +2. Navigate to [Settings > Account](https://claude.ai/settings/account). +3. Scroll to the **Active sessions** section. + +## Terminate a session + +If you see a session you don't recognize or no longer need, you can terminate it remotely. This will log that device out of your Claude account. + +1. Find the session you want to terminate. +2. Click the three-dot menu (⋮) next to that session. +3. Select "Terminate." +4. Confirm your choice in the modal that appears. + +> **Note:** Once a session is terminated, that device will need to log in again to access your account. + +## Log out of your current session + +You can also log out of the device you're currently using from this page: + +1. Find the session marked as **Current**. +2. Click the three-dot menu (⋮). +3. Select "Log out." +4. Confirm your choice. + +This works the same as logging out from the main menu. + +## Why this matters + +Previously, there was no way to see what sessions were active on your account. With session management, you can: + +- See all devices and locations where your account is logged in +- Spot unfamiliar sessions that might indicate unauthorized access +- Immediately revoke access by terminating suspicious sessions + +If you ever notice a session from a location you don't recognize or a device you don't use, terminate it right away and consider changing your password. + +## Related Articles +- [How do I log out of all active sessions?](https://support.claude.com/en/articles/10310342-how-do-i-log-out-of-all-active-sessions) +- [Using Claude Code with your Max plan](https://support.claude.com/en/articles/11145838-using-claude-code-with-your-max-plan) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Managing API key environment variables in Claude Code](https://support.claude.com/en/articles/12304248-managing-api-key-environment-variables-in-claude-code) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/account-management/13163631-configuring-session-security-settings.md b/claude/claude/account-management/13163631-configuring-session-security-settings.md new file mode 100644 index 0000000000000000000000000000000000000000..9450375d7ed21938e4ed93bfe1ccc6c73aa451c0 --- /dev/null +++ b/claude/claude/account-management/13163631-configuring-session-security-settings.md @@ -0,0 +1,70 @@ +--- +title: "Configuring session security settings" +title_slug: "configuring-session-security-settings" +source_url: "https://support.claude.com/en/articles/13163631-configuring-session-security-settings" +last_updated_iso: "2026-04-10T23:48:39Z" +article_id: "14969848" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Configuring session security settings + +_Last updated: 2026-04-10T23:48:39Z_ + +> This feature is available to Admins and Owners of Enterprise plans and Console Admins. + +Session duration controls allow Enterprise and Console Admins to set a maximum session length for all users in their organization. When enabled, users will need to sign in again after the specified period, even if they've been actively using Claude. This helps protect your organization by limiting how long a compromised session could remain valid. + +## Enabling session length settings + +#### For Enterprise Admins + +1. Log in to your Enterprise organization as an Admin or above. +2. Navigate to **[Organization settings > Organization and access](https://claude.ai/admin-settings/organization)**. +3. Locate the **Session security** section. +4. Click “Enable” next to **Shortened session length**, then select a duration from the dropdown: 7 days, 14 days, or 28 days. +5. Confirm your selection by clicking “Enable.” + + + +#### For Console Admins + +1. Log in to your Console account as an Admin. +2. Navigate to **[Settings > Organization and access](http://platform.claude.com/settings/organization)**. +3. Locate the **Session security** section. +4. Click “Enable” next to **Shortened session length**, then select a duration from the dropdown: 1 day, 3 days, or 7 days. +5. Confirm your selection by clicking “Enable.” + + + +#### What happens after enabling shortened session length? + +- Existing sessions older than the selected duration will expire immediately. +- Other active sessions will expire no later than the selected duration. +- Users whose sessions expire will be directed to sign in again. + +## Updating session duration + +You can change the session duration at any time by selecting a new value from the dropdown. If you select a shorter duration: + +- Sessions older than the new duration will expire immediately. +- Sessions scheduled to expire beyond the new duration will have their expiration shortened accordingly. + + + +## Disabling session length settings + +To disable session duration, select "Disable" next to** Shortened session length**. Existing active sessions will continue to expire at their scheduled time. New sessions will return to default behavior, where sessions remain active as long as the user stays active. + +## Users in multiple organizations + +If a user belongs to multiple organizations with different session duration settings, the shortest duration will be applied. For example, if a user is a member of Organization A (7-day limit) and Organization B (28-day limit), their sessions will expire after seven days. This is because a single session is used across all their organizations, so the most restrictive setting takes precedence. + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans) +- [Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) diff --git a/claude/claude/account-management/13189465-logging-in-to-your-claude-account.md b/claude/claude/account-management/13189465-logging-in-to-your-claude-account.md new file mode 100644 index 0000000000000000000000000000000000000000..1a91c7043d2d7014cb4976421480e77ee2420dac --- /dev/null +++ b/claude/claude/account-management/13189465-logging-in-to-your-claude-account.md @@ -0,0 +1,118 @@ +--- +title: "Logging in to your Claude account" +title_slug: "logging-in-to-your-claude-account" +source_url: "https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account" +last_updated_iso: "2026-04-03T20:03:20Z" +article_id: "15008258" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Logging in to your Claude account + +_Last updated: 2026-04-03T20:03:20Z_ + +When you open Claude on a web browser ([claude.ai](http://claude.ai)), the desktop app, or a mobile app, you will see two different options for logging in to your Claude account. + + + +## Continue with Google + +Click “Continue with Google” if you want to use your Google account credentials to log in to Claude. This opens a modal where you can enter your Google email address and password. After entering your credentials and clicking “Next,” you will be authenticated into your Claude account. + +## Continue with email + +If you’d prefer to use your email address to log in, enter it in the field pictured above, and click “Continue with email.” This will send you an email with the subject line *“Secure link to log in to Claude.ai”* and a login link. + +#### Clicking the link on the same device + +If you requested the login email and clicked the link using the same device, you’ll be automatically redirected to your logged-in Claude account. + +#### Clicking the link on another device + +If you requested the login email and clicked the link using a different device (requesting from a web browser and clicking the email link on a phone, for example), then you will still see a “Sign in with Claude.ai” link in the email, but clicking it will generate a verification code. You should enter this code on the original device where you requested the login email to authenticate. + +## Authenticating to subscription plans + +Claude offers subscription plans (Free, Pro, Max, Team, Enterprise) that let subscribers authenticate using OAuth tokens or other methods. Subscription plans can only be used by subscribers, and the usage included in these plans is designed to support ordinary use of native Anthropic applications, including the Claude web, desktop, and mobile applications and Claude Code. + +The preferred way to access Anthropic services using third-party software, tools, or services (“third-party tools”), including open-source projects, is through API key authentication through Claude Console or a supported cloud provider. Anthropic may at its discretion allow paid subscribers who have enabled **[extra usage](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans)** to use certain third-party tools to access Anthropic services included in paid subscription plans, but reserves the right to draw use of such third-party tools from extra usage rather than subscription limits. Users are responsible for any Extra Usage charges incurred this way. Use of third-party tools that misrepresent their identity to Anthropic’s servers, attempt to route third-party traffic against subscription limits, or otherwise violate applicable terms or policies is prohibited and such use may be enforced against. + +## Developers + +If you’re building a product, application, or tool for others, use API key authentication through Claude Console or a supported cloud provider. Applications that misrepresent their identity to Anthropic’s servers, attempt to route third-party traffic against subscription limits, or otherwise violate applicable terms or policies are prohibited and may be enforced against. + +--- + +## Troubleshooting + +#### I entered my email address but I haven’t received my login email. + +If you requested a login email but you haven’t received it yet, do the following: + +- Check your spam and junk folders for emails from @mail.anthropic.com. +- Check your server's quarantined emails. +- Whitelist @mail.anthropic.com in your email settings. +- Try logging in again after a few minutes. + +> **Note: **Business, government, or .edu email users may need to contact their IT department to adjust email security settings. + +#### I received the email but I'm still having trouble logging in. + +If you received the login email but can’t log in with the link or code, take note of the error message you’re seeing. If you’re creating an account or logging in for the first time and seeing a message about your phone number, please refer to **[Verifying your phone number](https://support.claude.com/en/articles/8287232-verifying-your-phone-number)**. + +Otherwise, visit the **[Claude status page](https://status.claude.com/)** to check if there are any known service disruptions or maintenance activities. If the status page shows an ongoing system-wide incident, it's best to wait for service restoration before attempting further troubleshooting. + +--- + +## Frequently asked questions + +#### How can I set a password for my Claude account? + +It’s not possible to create a dedicated password for your Claude account at this time. + +#### Can I use my Claude account across multiple devices? + +To use your Claude account across multiple devices, enter the same email address you use to log in on your usual device. For example, if you signed up for your Claude account on a web browser, you can access the same account on the Claude mobile apps by entering the same email address when you log in. + +#### I have multiple accounts – how can I switch between them? + +If you have both an individual Claude account and a Team or Enterprise plan account tied to the same email address, follow these steps to switch to your other account: + +1. Click your initials in the bottom left corner. +2. Select the desired account. +3. Look for the check mark indicating the active account. + +#### I don’t want to use “Continue with Google” to log in anymore; how can I revoke access to my Google account? + +If you've previously authenticated using Google, you can follow these steps to unlink your Google account from Claude and use only the emailed login link moving forward: + +1. Visit [https://myaccount.google.com/connections](https://myaccount.google.com/connections). +2. Locate “Claude by Anthropic” in the list and click on it. +3. Click "See details." +4. Click the "Stop using Sign in with Google” button. + +You should also follow these steps if you're experiencing issues with Google login. After clearing your existing connection, try logging in to Claude again using "Continue with Google." + +#### I used Apple’s Hide My Email feature to create my Claude account – how can I log in on another device? + +If you signed up for your Claude account using Apple's Hide My Email feature, follow these steps to log in: + +1. Use your @privaterelay.appleid.com email address. +2. Click "Continue with email" on Claude, Claude Desktop, or Claude Mobile. +3. A secure login link will be sent to your Apple ID email. +4. Click the “Sign in with Claude.ai” link in the email you received to log in. + +If you are already logged in to Claude for iOS, you can see the email address you used: + +1. Open Claude for iOS. +2. Click your initials in the top right corner. +3. Look for your email address under Settings. + +## Related Articles +- [How do I log out of all active sessions?](https://support.claude.com/en/articles/10310342-how-do-i-log-out-of-all-active-sessions) +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Claude 4 Invite Sweepstakes Official Rules](https://support.claude.com/en/articles/11140763-claude-4-invite-sweepstakes-official-rules) +- [Logging in to your Console account](https://support.claude.com/en/articles/13371040-logging-in-to-your-console-account) diff --git a/claude/claude/account-management/13756069-public-sector-faqs.md b/claude/claude/account-management/13756069-public-sector-faqs.md new file mode 100644 index 0000000000000000000000000000000000000000..263a05f8a792b90680b5edbae33f715210b2afb1 --- /dev/null +++ b/claude/claude/account-management/13756069-public-sector-faqs.md @@ -0,0 +1,150 @@ +--- +title: "Public Sector FAQs" +title_slug: "public-sector-faqs" +source_url: "https://support.claude.com/en/articles/13756069-public-sector-faqs" +last_updated_iso: "2026-03-25T16:05:41Z" +article_id: "15900816" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Public Sector FAQs + +_Last updated: 2026-03-25T16:05:41Z_ + +## 1. Products and features + +#### What products are available to Public Sector customers? + +Select your product based on both your technical/functional requirements, and also your compliance/security/deployment environment requirements. Here is a list of options: + + + +#### What is Claude for Government (C4G)? + +Claude for Government is Anthropic's FedRAMP-High authorized product, which is available to both government customers and contractors. + +Learn more here: **[Offering expanded Claude access across all three branches of the U.S. government](https://www.anthropic.com/news/offering-expanded-claude-access-across-all-three-branches-of-government)** + +#### How do I access Claude for Government? + +Submit a request here: **[Contact Sales](https://claude.com/contact-sales)** + +#### What is the difference between Claude Enterprise and Claude for Government? + +Claude Enterprise (CE) has robust enterprise-level security features that meet many standards of highly regulated industry and is appropriate for the majority of State and Local government uses. Claude for Government (C4G) is our standalone application that is FedRAMP-High authorized. C4G does not yet include Claude Code or Cowork (though they are on the roadmap to be released this year). + +#### Does Claude for Government include Claude Code? + +Not yet; though it’s coming this year. Until then, customers can use Claude Code through Bedrock or Vertex if they need a FedRAMP authorized environment. + +#### Can I use Claude API in government environments? + +Yes. Claude API is available via Amazon Bedrock (in AWS GovCloud - FedRAMP High, and in IL5+) and Google Vertex with Assured Workloads (FedRAMP-High). + +For more information, see our **[Claude Code product page](https://claude.com/product/claude-code)**. + +#### What models are available in Claude for Government? + +Our Claude for Government application is updated with our latest commercial model releases. + +--- + +## 2. FedRAMP, Impact Levels, and compliance + +#### What types of data can be used in Claude? + +CUl and FIPS 199 High Impact data are authorized in Claude for Government, which is FedRAMP High authorized. Additionally, per our third-party NIST attestation, Claude Enterprise meets compliance requirements for CUl as well. The third-party NIST attestation is available under NDA here: **[[Anthropic] 2026 NIST 800-171r3 Attestation Letter](https://trust.anthropic.com/resources?s=zfucqt7j6yandbrsvlk2&name=[anthropic]-2026-nist-800-171-r-3-attestation-letter)** + +ITAR data can only be processed in Claude via AWS Bedrock, which is IL5 accredited. + +For most other government agencies like State and Local handling PHI or PII:, Anthropic offers a HIPAA-ready configuration for Enterprise and API customers, including the ability to sign a Business Associate Agreement (BAA). A couple of key points: + +- The BAA is available for Enterprise plans and direct API customers—not consumer (Free, Pro, Max) or Team plans. +- It requires a Zero Data Retention (ZDR) agreement, meaning Anthropic does not store your inputs or outputs. +- Certain features/integrations have limitations under the BAA (e.g., web search is excluded). + +You can learn more here: + +- BAA details: **[Business Associate Agreements (BAA) for Commercial Customers](https://support.claude.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers)** +- Certifications overview (HIPAA, SOC 2, ISO 27001): **[What Certifications has Anthropic obtained?](https://support.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained)** +- **[Trust Portal](https://trust.anthropic.com)** + +#### What is Claude's FedRAMP authorization level? + +Claude for Government (C4G), and Claude via Amazon Bedrock in AWS GovCloud and Google Vertex with Assured Workloads are all FedRAMP-High. + +Learn more here: **[Claude in Amazon Bedrock: Approved for use in FedRAMP High and DoD IL4/5 workloads](https://www.anthropic.com/news/claude-in-amazon-bedrock-fedramp-high)** + +#### Are Claude's models themselves FedRAMP authorized? + +FedRAMP and DoD Impact Levels are certifications for cloud services (IaaS, PaaS, SaaS). AI models are software components, not cloud services. Claude models deploy within authorized environments, and customers maintain their compliance posture through the hosting platform. + +#### How can I get access to your FedRAMP authorization information and other associated documentation? + +Please submit a request for the package directly to FedRAMP using this **[FedRAMP Package Access Request Form](https://www.fedramp.gov/resources/documents/Agency_Package_Request_Form.pdf)**. + +#### Can I use Claude for CUI (Controlled Unclassified Information)? + +Yes. Claude Enterprise has received a third-party NIST attestation for use of CUI data. Alternatively, CUI data can be processed in a FedRAMP High environment via Claude for Government, Bedrock, or Vertex. The third-party NIST attestation is available under NDA here: **[[Anthropic] 2026 NIST 800-171r3 Attestation Letter](https://trust.anthropic.com/resources?s=zfucqt7j6yandbrsvlk2&name=[anthropic]-2026-nist-800-171-r-3-attestation-letter)** + +#### Can I use Claude in IL6/Secret environments? + +Yes. Claude is available in the AWS Secret region (IL6) via Amazon Bedrock. + +#### If a customer purchases Claude Enterprise via AWS Marketplace, is that FedRAMP? + +No. At present, our only product offering on AWS Marketplace is Claude Enterprise which is not FedRAMP authorized. Customers requiring FedRAMP compliance must use Claude for Government (C4G) or access Claude models through FedRAMP-authorized CSPs (Bedrock GovCloud or Vertex Assured Workloads). + +Learn more here: **[Claude in Amazon Bedrock: Approved for use in FedRAMP High and DoD IL4/5 workloads](https://www.anthropic.com/news/claude-in-amazon-bedrock-fedramp-high)** + +--- + +## 3. Cloud service providers and deployment + +#### How do I deploy Claude in Amazon Bedrock on AWS GovCloud / GCP Vertex in Assured Workloads? + +Work with your AWS / GCP account teams. Claude is available as a managed service through Bedrock/Vertex. These links can help to get you started: + +- **[Access Amazon Bedrock foundation models in AWS GovCloud (US)](https://docs.aws.amazon.com/bedrock/latest/userguide/model-access.html#model-access-govcloud)** +- **[Claude on Vertex AI](https://platform.claude.com/docs/en/build-with-claude/claude-on-vertex-ai)** + +#### What is the pricing and commitment information for Claude on Vertex/Bedrock? + +Contact AWS directly for pricing and commitment requirements. Usage is typically pay-per-token through standard Bedrock pricing. + +Learn more here: **[Claude in Amazon Bedrock: Approved for use in FedRAMP High and DoD IL4/5 workloads](https://www.anthropic.com/news/claude-in-amazon-bedrock-fedramp-high)** + +**AWS Bedrock: [Amazon Bedrock pricing](https://aws.amazon.com/bedrock/pricing/)** + +**Google Cloud Vertex AI:** **[Cost of building and deploying AI models in Vertex AI](https://cloud.google.com/vertex-ai/generative-ai/pricing)** + +--- + +## 4. Pricing and procurement + +#### What is the $1/month government offer and who qualifies? + +The $1/month offer is specifically for federal, judicial, and legislative agencies for C4G only. It does not extend to defense contractors, FFRDCs, or state/local governments, which receive standard pricing. + +#### Can we purchase directly from Anthropic or only through Carahsoft? + +Both options are available. Anthropic can sell directly, and/or resell / distribute via Carahsoft to specific government customers. + +#### How much does Claude cost? + +C4G is $60/seat/month with usage limits and no additional consumption charges. + +Claude Enterprise is $20/seat/month with additional charges for token consumption (PAYG). + +Other pricing plans are available here: **[Team and Enterprise plan pricing](https://claude.com/pricing#team-&-enterprise)** + +Learn more here: **[Offering expanded Claude access across all three branches of the U.S. government](https://www.anthropic.com/news/offering-expanded-claude-access-across-all-three-branches-of-government)** + +## Related Articles +- [What is Amazon Bedrock?](https://support.claude.com/en/articles/7996918-what-is-amazon-bedrock) +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude/account-management/14051822-notice-regarding-consumption-tax-jct-for-japanese-customers.md b/claude/claude/account-management/14051822-notice-regarding-consumption-tax-jct-for-japanese-customers.md new file mode 100644 index 0000000000000000000000000000000000000000..daa1825496303785f2f4d60f949b78ea7fd3d360 --- /dev/null +++ b/claude/claude/account-management/14051822-notice-regarding-consumption-tax-jct-for-japanese-customers.md @@ -0,0 +1,55 @@ +--- +title: "Notice regarding consumption tax (JCT) for Japanese customers" +title_slug: "notice-regarding-consumption-tax-jct-for-japanese-customers" +source_url: "https://support.claude.com/en/articles/14051822-notice-regarding-consumption-tax-jct-for-japanese-customers" +last_updated_iso: "2026-03-16T20:27:42Z" +article_id: "16362733" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# Notice regarding consumption tax (JCT) for Japanese customers + +_Last updated: 2026-03-16T20:27:42Z_ + +## Consumption tax + +Effective April 1, 2026, Anthropic will be levying a separate consumption tax (JCT) of 10% on services provided to Japanese customers in accordance with Japanese consumption tax law. Anthropic has completed registration as a qualified invoice issuing business. + +## Price impact + +Starting April 1, 2026, 10% consumption tax will be added to all plan prices. + +## Frequently asked questions + +#### Why is sales tax added? + +Under Japan's Consumption Tax Act, digital service providers from overseas are required to tax Japanese customers. Anthropic has complied with this legal obligation and has completed registration as a qualified invoice issuing business. This allows corporate customers to claim input tax credits. + +#### I am a corporation. Can I collect consumption tax? + +Yes. Corporate customers who are subject to consumption tax can receive input tax credits by using qualified invoices issued by Anthropic. Please contact your tax representative for details. + +#### What is Anthropic's Qualified Billing Business Registration Number? + +The registration number is T7700150134388. You can check it on the National Tax Agency's "Qualified Invoice Issuer Publication Site." + +#### Will the billing currency change? + +No. Your billing currency remains unchanged. The JCT amount will be shown in Japanese Yen (JPY) on your Tax Qualified Invoice. + +#### What if it is for personal use? + +Individual customers cannot receive input tax credits. They will be responsible for the consumption tax. This is the same as other services in Japan. + +#### When will this be applied? + +Starting April 1, 2026. Consumption tax will be applied to all invoices from that date onwards. + +#### Who should I contact for inquiries? + +Please contact us using the details below depending on the nature of your inquiry. + +## Related Articles +- [I use Claude in Amazon Bedrock. Who do I contact for customer support inquiries?](https://support.claude.com/en/articles/7996921-i-use-claude-in-amazon-bedrock-who-do-i-contact-for-customer-support-inquiries) diff --git a/claude/claude/account-management/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations.md b/claude/claude/account-management/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations.md new file mode 100644 index 0000000000000000000000000000000000000000..709c277e83e4c01ebcea1991c5cec66144983c09 --- /dev/null +++ b/claude/claude/account-management/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations.md @@ -0,0 +1,51 @@ +--- +title: "I would like to input sensitive data into my chats with Claude. Who can view my conversations?" +title_slug: "i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations" +source_url: "https://support.claude.com/en/articles/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations" +last_updated_iso: "2026-03-16T21:15:09Z" +article_id: "8322867" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# I would like to input sensitive data into my chats with Claude. Who can view my conversations? + +_Last updated: 2026-03-16T21:15:09Z_ + +*This article is about our consumer products (e.g. Claude Free, Pro, Max (and when using Claude Code with those accounts)).* + +#### **How We Protect Your Data When You Help Improve Claude** + +When you allow us to use your chats or coding sessions to help improve Claude, we implement several layers of protection for your privacy. + +#### **Privacy Protections We Provide** + +- We automatically de-link your data from your user ID (like your email address) before any review. +- Access is limited to a small number of personnel involved in model training. +- We will use tools and processes derived from our work on [privacy-preserving analysis tools](https://www.anthropic.com/research/clio) to filter or obfuscate sensitive data. In addition to that, our pioneering research in post-training techniques helps to minimize the amount of personal data included in Claude’s outputs. +- Your data is used solely to make Claude better for everyone - we do not use such personal data to contact people, build profiles about them, to try to sell or market anything to them, or to sell the information itself to any third party. +- You maintain full control and can adjust your [privacy settings](https://claude.ai/settings/data-privacy-controls) at any time. +- Your incognito chats are not used to improve Claude, even if you have enabled Model Improvement in your [Privacy Settings](https://claude.ai/settings/data-privacy-controls). [Learn more](https://support.anthropic.com/en/articles/12260368-using-incognito-chats) about incognito chats. + +Please note: If our safety classifiers flag your conversations, they may still be used to improve our internal trust and safety models, detect harmful content, enforce our policies, or advance our safety research. + +#### **Being Mindful About Sensitive Information** + +While we have these protections in place, we also recommend being thoughtful about sharing highly sensitive personal details such as: + +- Financial information (SSN, credit card numbers, bank account details) +- Health records or medical information +- Passwords or private login credentials +- Confidential business or personal documents + +#### **Your Control Over Privacy Settings ** + +You can adjust your privacy and model improvement settings at any time by following the steps [here](https://privacy.anthropic.com/en/articles/12109829-how-do-i-change-my-model-improvement-privacy-settings). Learn more about your privacy settings and controls [here](https://privacy.anthropic.com/en/collections/10672568-privacy-settings-controls). + +## Related Articles +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) +- [Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context) +- [Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) diff --git a/claude/claude/account-management/8452276-how-do-i-change-the-email-address-associated-with-my-account.md b/claude/claude/account-management/8452276-how-do-i-change-the-email-address-associated-with-my-account.md new file mode 100644 index 0000000000000000000000000000000000000000..ec3b057e03d08fa1f748d265b299041a70c8c85f --- /dev/null +++ b/claude/claude/account-management/8452276-how-do-i-change-the-email-address-associated-with-my-account.md @@ -0,0 +1,48 @@ +--- +title: "How do I change the email address associated with my account?" +title_slug: "how-do-i-change-the-email-address-associated-with-my-account" +source_url: "https://support.claude.com/en/articles/8452276-how-do-i-change-the-email-address-associated-with-my-account" +last_updated_iso: "2026-03-16T21:15:07Z" +article_id: "8469679" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How do I change the email address associated with my account? + +_Last updated: 2026-03-16T21:15:07Z_ + +It's not possible to change the email address associated with your Claude account at this time. When creating an account, please make sure you use an email you'll have long-term access to. + +If you need to use Claude with a different email address, do the following: + +#### 1. If you have a paid plan (Pro or Max), follow these steps to cancel it + +- Log in to your Claude account. +- Click on your initials or name in the bottom left corner. +- Navigate to [Settings > Billing](https://claude.ai/settings/billing). +- Find the **Cancellation** section and click "Cancel." + +Your cancellation will take effect at the end of your current billing period and you can continue using your paid plan until your billing period ends. + +> **Note:** To avoid charges for the next billing period, cancel at least 24 hours before your next billing date. + +If you lost access to the email address you used and can't log in to your account, please contact our Support team from an email address you can access and 'cc' the email in question on your response. Confirm that you want to cancel the subscription associated with the copied email address so our team can assist. + +#### 2. Unlink your phone number from the account + +If you want to use the same phone number to verify your new Claude account, you should also request that we unlink it from the old account when you 'cc' that email address. + +#### 3. Delete the old account + +After cancelling your previous subscription and unlinking your phone number, you can delete your account by navigating to [Settings > Account](https://claude.ai/settings/account), clicking "Delete Account," and following the prompts. **Please note that deleting your account is permanent** and you will no longer have access to saved chats. If you wish to keep your data, we recommend exporting it before deletion by following the steps in [How can I export my Claude data?](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data) + +If you see "Contact support" instead of a "Delete account" button, you'll need to [reach out to our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support) to request assistance with deletion. + +## Related Articles +- [How do I sign up for the Pro plan?](https://support.claude.com/en/articles/8325609-how-do-i-sign-up-for-the-pro-plan) +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [How can I delete my Claude account?](https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account) +- [Get started with the Team plan](https://support.claude.com/en/articles/9267247-get-started-with-the-team-plan) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/account-management/9015913-how-to-get-support.md b/claude/claude/account-management/9015913-how-to-get-support.md new file mode 100644 index 0000000000000000000000000000000000000000..c2529e9b5c08bfda12718a0b5db8e53ee7bcbdac --- /dev/null +++ b/claude/claude/account-management/9015913-how-to-get-support.md @@ -0,0 +1,124 @@ +--- +title: "How to get support" +title_slug: "how-to-get-support" +source_url: "https://support.claude.com/en/articles/9015913-how-to-get-support" +last_updated_iso: "2026-03-16T21:22:14Z" +article_id: "9170181" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How to get support + +_Last updated: 2026-03-16T21:22:14Z_ + +This guide explains how to get support for your Claude or Console account. Different support options are available depending on your plan. + +## Pro and Max plans, Team and Enterprise plan Owners, and Console Admins + +You have full access to: + +- All help documentation +- Fin, our AI support bot +- Further assistance from our Product Support team + +> **Note:** While we don't offer phone or live chat support, our Product Support team will gladly assist you through our support messenger. + +#### Seeking support for Claude + +1. Log in to your Claude account. +2. Click your initials or name in the lower left corner and select “Get help” from the menu. +3. In the support messenger: + - Search help resources + - Chat with Fin, our AI support bot +4. Click “Send us a message” to start chatting with Fin. +5. Click "Accept," then select your issue from the available options. +6. Depending on the selected issue, provide additional details when prompted. +7. If your issue requires additional investigation or input from our Product Support team, Fin will pass your inquiry along and someone will respond via email. + +#### Seeking support for the Claude API or Console + +1. Log in to your Console account ([platform.claude.com](http://platform.claude.com)). +2. Click your initials or name in the lower left corner of the Console and select “Get help” from the menu. +3. This will open a support messenger in the lower right corner of the Console. +4. In the support messenger: + - Search help resources + - Chat with Fin, our AI support bot +5. Click “Send us a message” to start chatting with Fin. +6. Click "Accept," then select your issue from the available options. +7. Depending on the selected issue, provide additional details when prompted. +8. If your issue requires additional investigation or input from our Product Support team, Fin will pass your inquiry along and someone will respond via email. + +#### Seeking support for any account type from the Help Center + +Users who are logged in to their Claude or Console accounts will be able to click the icon in the lower right corner of any Help Center page to open the support messenger and start chatting with Fin. + +> **Important:** For Console users, this applies specifically to those logged in via [platform.claude.com](http://platform.claude.com). If you’re logged in via [console.anthropic.com](http://console.anthropic.com), you will be prompted to visit [platform.claude.com](http://platform.claude.com) to authenticate before sending a message in the Help Center support messenger. + +## Team and Enterprise plan non-Owners, and Console non-Admins + +You’ll chat with Fin, an AI support agent, to help answer your questions. Human specialist support is not directly available for your account seat type. If Fin can't find a resolution and you need to escalate to our human team of specialists, your account's Primary Owner, Owner, or Console Admin can reach out on your behalf. + +## Enterprise plan Owners + +If you are the Primary Owner or Owner of a Claude for Work Enterprise plan, you can also submit a request through the [Enterprise Support form](https://claude.ai/support/enterprise). + +> **Note:** You must be logged in to your Owner account to access this form. + +## Free Claude users + +Free Claude.ai users have access to: + +- All help documentation +- Fin, our AI support bot +- [Account deletion](https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account) support in cases where self-serve is unavailable + +To get support: + +1. Log in to your Claude.ai account. +2. Click your initials or name in the lower left corner. +3. Select "Get help." +4. Use the support messenger to: + - Search help resources. + - Chat with Fin, our AI support bot. + +## Unable to log in? + +If you can't access your account, we can still help with: + +1. Account deletion +2. Data exports +3. Subscription support + +To request assistance: + +1. Click the message icon in the lower right corner of the Help Center. +2. Start a conversation. +3. Select "I can't login." + +## About subscription support + +If you're a paid subscriber having trouble accessing your account, our team can: + +- Help locate login information +- Process subscription cancellations +- Check refund eligibility + +> **Note:** In order to assist with these tasks, we will need to validate details about your account and the payment method used. + +## Designated point of contact for users in the EU + +Users in the EU can find instructions on how to find the single point of contact for users in the EU under the DSA [here](https://support.claude.com/en/articles/11595103-designated-point-of-contact-for-users-in-the-eu). + +## Report compliance concerns - UK and Australian users + +- Users in the UK can find instructions to report non-compliance with UK OSA duties [here](https://docs.google.com/forms/d/e/1FAIpQLSfdo76veqg3pHZTh_nI14j1DyRO8coz6ocTa9mEuF5DcYgxuA/viewform?usp=dialog). This includes reporting related to illegal content safety duties, content reporting obligations, freedom of expression and privacy, or the use of proactive technology by Anthropic in breach of Anthropic’s Terms of Service. +- Users in Australia can find instructions to report non-compliance with the DIS Standard and information about the role and functions of the eSafety Commissioner [here](https://support.claude.com/en/articles/12335811-report-a-concern-australian-dis-standard-compliance). + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [How do I log out of all active sessions?](https://support.claude.com/en/articles/10310342-how-do-i-log-out-of-all-active-sessions) +- [I'm getting an API connection error. How can I fix it?](https://support.claude.com/en/articles/10366432-i-m-getting-an-api-connection-error-how-can-i-fix-it) +- [Claude Code usage analytics](https://support.claude.com/en/articles/12157520-claude-code-usage-analytics) +- [How to get support for Claude for Government](https://support.claude.com/en/articles/13047024-how-to-get-support-for-claude-for-government) diff --git a/claude/claude/account-management/9028421-how-can-i-delete-my-claude-account.md b/claude/claude/account-management/9028421-how-can-i-delete-my-claude-account.md new file mode 100644 index 0000000000000000000000000000000000000000..ba8929d59a6d7ca3b045a594d2c184966fcacaf6 --- /dev/null +++ b/claude/claude/account-management/9028421-how-can-i-delete-my-claude-account.md @@ -0,0 +1,41 @@ +--- +title: "How can I delete my Claude account?" +title_slug: "how-can-i-delete-my-claude-account" +source_url: "https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account" +last_updated_iso: "2026-04-14T16:50:06Z" +article_id: "9184178" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How can I delete my Claude account? + +_Last updated: 2026-04-14T16:50:06Z_ + +Once you are logged in, click your initials or name in the lower left corner and select "Settings." Navigate to **[Settings > Account](https://claude.ai/settings/account)** and click the "Delete account" button: + + + +## Considerations for paid Claude accounts + +Before deleting Claude accounts with paid subscriptions (Pro or Max plans): + +1. Cancel your subscription from your **[Billing settings](https://claude.ai/settings/billing)**. +2. Wait until the end of your current subscription period. +3. Once the subscription lapses, proceed with account deletion. + +Click "Delete account" and follow the prompts. **Please note that deleting your account is permanent** and you will no longer have access to saved chats. If you wish to keep your data, we recommend exporting it before deletion by following the steps listed here: **[How can I export my Claude data?](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data)** + +If you have multiple accounts associated with the same email address, you'll need to specify which accounts you want to delete when making your request. + +There are some scenarios where you will need to **[contact our team](https://support.claude.com/en/articles/9015913-how-to-get-support)** to delete your account. If this is the case, it will be noted in your account: + + + +## Related Articles +- [How do I change the email address associated with my account?](https://support.claude.com/en/articles/8452276-how-do-i-change-the-email-address-associated-with-my-account) +- [How can I cancel my Claude Pro subscription on the Claude app for iOS?](https://support.claude.com/en/articles/9264804-how-can-i-cancel-my-claude-pro-subscription-on-the-claude-app-for-ios) +- [How can I export my Claude data?](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data) +- [How can I delete my Claude Console account?](https://support.claude.com/en/articles/10366376-how-can-i-delete-my-claude-console-account) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/account-management/9450526-how-can-i-export-my-claude-data.md b/claude/claude/account-management/9450526-how-can-i-export-my-claude-data.md new file mode 100644 index 0000000000000000000000000000000000000000..0ded04989a2c0698fe6c3a4ec515dcbf357ea4f1 --- /dev/null +++ b/claude/claude/account-management/9450526-how-can-i-export-my-claude-data.md @@ -0,0 +1,46 @@ +--- +title: "How can I export my Claude data?" +title_slug: "how-can-i-export-my-claude-data" +source_url: "https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data" +last_updated_iso: "2026-03-16T21:02:19Z" +article_id: "9696315" +breadcrumbs: + - "Claude" + - "Account management" +--- + +# How can I export my Claude data? + +_Last updated: 2026-03-16T21:02:19Z_ + +> Data exports are available to individual Claude users (free, Pro, and Max) with active accounts. Data exports include conversation data and the user data for your account. + +Individual Claude users can export user information and chat history from [Settings > Privacy](https://claude.ai/settings/data-privacy-controls) on the web app or Claude Desktop (it's not possible to run an export from Claude for iOS or Android). + +Follow these steps to export your data: + +1. Click on your initials in the lower left corner of your account. +2. Select "Settings" from the menu. +3. Navigate to the "Privacy" section. +4. Click the "Export data" button. + +Once the export has been processed, you will receive a download link via email. + +Please note: + +- There may be a small delay while the export is generated. +- The email will be sent to the address associated with your account. +- You must be signed in to your account to download your data using this link. +- The download link will expire 24 hours after delivery. +- If your link expires, you can always request a new one by repeating the export process. + +## Can I import or migrate this data to another Claude account? + +We do not support migrating data between separate accounts at this time. + +## Related Articles +- [I would like to input sensitive data into my chats with Claude. Who can view my conversations?](https://support.claude.com/en/articles/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations) +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) +- [Export your organization's data](https://support.claude.com/en/articles/13346720-export-your-organization-s-data) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) diff --git a/claude/claude/conversation-management/10593882-sharing-and-unsharing-chats.md b/claude/claude/conversation-management/10593882-sharing-and-unsharing-chats.md new file mode 100644 index 0000000000000000000000000000000000000000..27f3f722c85f2aed6b8678f0b652b080b1878bb7 --- /dev/null +++ b/claude/claude/conversation-management/10593882-sharing-and-unsharing-chats.md @@ -0,0 +1,66 @@ +--- +title: "Sharing and Unsharing Chats" +title_slug: "sharing-and-unsharing-chats" +source_url: "https://support.claude.com/en/articles/10593882-sharing-and-unsharing-chats" +last_updated_iso: "2026-03-16T21:21:48Z" +article_id: "11293454" +breadcrumbs: + - "Claude" + - "Conversation management" +--- + +# Sharing and Unsharing Chats + +_Last updated: 2026-03-16T21:21:48Z_ + +Learn how to create shareable links to your chats with Claude. While chats are always private by default, you can easily create snapshots of your conversations to share via direct link. This guide walks you through the process of sharing and unsharing chats. + +## Sharing Chats + +To share a chat: + +1. Click the "Share" button in the upper right corner of your chat. +2. Click the "Share" button in the pop out to create a shareable link. + +Once a chat has been shared, anyone with the link can view the chat snapshot. The chat snapshot includes all messages that were sent prior to sharing the chat, including any artifacts. All messages sent after sharing a chat will remain private by default. However, if you unshare the chat and share it again, the snapshot will be updated to include any new messages. + +> **Note:** Users on Team and Enterprise plans can only share chats with other members of the same organization, not publicly. Read more here: [Project visibility and sharing](https://support.claude.com/en/articles/9519189-project-visibility-and-sharing). + +#### Sharing Chats with Files or MCP Integrations + +When sharing chats that include uploaded files or MCP (Model Context Protocol) integrations, it's important to understand what information is included in the shared snapshot. + +**Attached files:** If you share a chat that contains an attached file, the file itself is not included in the shared snapshot and remains private. Only the conversation and Claude's responses will be visible to anyone with the link. + +**MCP tool calls:** When sharing chats that use MCP integrations, the raw data retrieved from MCP tool calls remains hidden in the shared snapshot. Only the final chat output and conversation will be visible to viewers. The underlying tool call data stays private. + +This ensures that sensitive information from your files and connected tools is protected, even when you share a chat snapshot. + +## Unsharing Chats + +To unshare a chat: + +1. Navigate to the "Share" menu. +2. Click the visibility dropdown. +3. Change the chat from "Public" to "Private" to disable the direct link. + +## Managing Shared Chats + +Users on free, Pro, or Max plans can review a log of shared chats by navigating to [Settings > Privacy](https://claude.ai/settings/data-privacy-controls). Find the **Privacy settings** section and click “Manage” next to **Shared chats:** + + + +This will open a **Shared chats** modal listing the title, date shared, and link to each chat, allowing you to easily review and access all your previously-shared content. From here, you also have the option to click “Unshare” next to each listed chat to revoke access to the last snapshot you shared: + + + +If you don’t have any shared chat snapshots, the **Shared chats** modal will show “No shared content found”: + + + +## Related Articles +- [What are artifacts and how do I use them?](https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them) +- [Manage project visibility and sharing](https://support.claude.com/en/articles/9519189-manage-project-visibility-and-sharing) +- [Publishing and sharing artifacts](https://support.claude.com/en/articles/9547008-publishing-and-sharing-artifacts) +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat) diff --git a/claude/claude/conversation-management/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md b/claude/claude/conversation-management/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md new file mode 100644 index 0000000000000000000000000000000000000000..2ab18b8fa9e5760644d67cc3cd2054c973195595 --- /dev/null +++ b/claude/claude/conversation-management/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md @@ -0,0 +1,180 @@ +--- +title: "Use Claude’s chat search and memory to build on previous context" +title_slug: "use-claudes-chat-search-and-memory-to-build-on-previous-context" +source_url: "https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context" +last_updated_iso: "2026-03-16T21:29:12Z" +article_id: "12946743" +breadcrumbs: + - "Claude" + - "Conversation management" +--- + +# Use Claude’s chat search and memory to build on previous context + +_Last updated: 2026-03-16T21:29:12Z_ + +You can now prompt Claude to search through your previous conversations to find and reference relevant information in new chats. Additionally, Claude can remember context from previous chats, creating continuity across your conversations. This article introduces Claude’s chat search and memory capabilities and explains how they work, what Claude can and can’t remember, and how you can toggle the features on/off. + +--- + +## Search past chats with Claude + +> Searching past chats is available to users on paid plans (Pro, Max, Team, and Enterprise plans) on the web, Claude Desktop, and Claude Mobile apps. + +You can prompt Claude to search through your previous conversations to find relevant information across sessions and reference specific details when needed. Simply ask Claude to find what you discussed before, and it will pull together the appropriate context to keep your conversation flowing. These searches use Retrieval-Augmented Generation (RAG) and will appear as tool calls during your conversations. + +## What Claude can search + +You can prompt Claude to search conversations within these boundaries: + +- All chats outside of projects. +- Individual project conversations (searches are limited to within each specific project). + +## Search and reference past chats + +Once the ability to search past chats is rolled out to your account, it will be enabled by default. Just ask Claude about your previous conversations naturally to use it, such as: + +- "What did we discuss about [topic]?" +- "Can you find our conversation about [subject]?" +- "Let's continue where we left off with [project]." + +When Claude searches your previous chats, you will see this reflected in your current chat as a tool call. + +## Can I prevent Claude from searching my past chats? + +Yes, navigate to **[Settings > Capabilities](http://claude.ai/settings/capabilities)** and find the **Preferences** section. Switch the toggle next to “Search and reference chats” off: + + + +## Can I exclude a specific past chat from searches? + +> Incognito chats are available to all Claude users (free, Pro, Max, Team, and Enterprise plans). See **[Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats)** for more information. + +When starting a new chat with Claude outside of a project, you'll see a ghost icon in the upper right corner of your screen: + + + +Clicking the ghost icon will open an incognito chat, creating a temporary conversation that isn’t saved to your chat history. Claude won’t pull information from incognito chats when searching previous conversations. + +> **Important: **If you’re using an Enterprise or Team plan account, incognito chats are included in standard data exports and follow your organization's data retention policies. + +--- + +## What is Claude's memory? + +> Memory from chat history is available for all Claude users (free, Pro, Max, Team, and Enterprise plans) on the web, Claude Desktop, and Claude Mobile. + +Claude can now generate memory based on your chat history. With the addition of memory, Claude transforms from a stateless chat interface into a knowledgeable collaborator that builds understanding over time. + +## How does Claude’s memory work? + +In addition to searching past chats, enabling Claude’s memory feature adds several capabilities. + +#### Memory summary + +Claude will automatically summarize your conversations and create a synthesis of key insights across your chat history (not including chats in projects). This synthesis is updated every 24 hours and provides context for every new standalone conversation. + +#### Project memory and summary + +Each project has its own separate memory space and dedicated project summary, so the context within each of your projects is focused, relevant, and separate from other projects or non-project chats. + +## Enable Claude’s memory + +> **Note:** Members of Enterprise plans can only enable this feature individually when it’s enabled by an Owner for their organization. See [Controls for Enterprise plan Owners](#h_f7d6b307e2)** **for more information. + +You can toggle Claude’s memory on by navigating to [Settings > Capabilities](http://claude.ai/settings/capabilities): + + + +If you want to disable Claude’s memory, click the toggle to see two options: + +- **Pause memory:** Claude keeps its existing memory but won’t use memory or make new memories. Conversations with Claude while memory is paused will not be summarized into its memory should you turn the feature back on. +- **Reset memory:** Permanently deletes all memories including project memories. Once you select this option and click “Reset memory,” this cannot be undone. Upon re-enabling the feature, you’ll start from scratch and Claude will not have its previous memory. + +> **Important: **All memory will be retained and exportable by admins in accordance with existing enterprise chat data retention policies. + +## What does Claude remember? + +Claude focuses on work-related context that helps improve collaboration. You will see this information reflected in your memory or project summary: + +- Your role, projects, and professional context +- Communication preferences and working style +- Technical preferences and coding style +- Project details and ongoing work + +## What Claude doesn't remember + +#### Incognito chats + +> Incognito chats are available to all Claude users (free, Pro, Max, Team, and Enterprise plans). + +When starting a chat with Claude outside of a project, you will see a ghost icon in the upper right corner of your screen; clicking this enables incognito chats. When this mode is switched on, Claude won’t remember your chats, so they won’t be saved to Claude’s memory or your chat history. Close your current incognito chat when you’re ready for Claude to start remembering your conversations again. + +--- + +## Data retention and privacy + +All memory will be retained in accordance with existing chat data retention policies. + +- Deleted conversations are removed from memory synthesis. +- Claude’s memory is updated within 24 hours when conversations are created, modified, or deleted. +- All memory data is included in data exports. +- Enterprise data retention policies apply to all memory-related data, including incognito chats. + +--- + +## User controls and visibility + +You have several mechanisms for managing and overseeing Claude's memory. + +#### View and manage your memory summary + +See exactly what Claude remembers about you by navigating to **[Settings > Capabilities](http://claude.ai/settings/capabilities)** and clicking “View and edit memory.” The **Manage memory** modal displays everything Claude remembers about you. In addition to asking Claude to edit the existing summary, you can also tell Claude what you want it to remember. To add custom instructions to Claude’s memory, click the pencil icon in the lower left corner of the summary. + +You can also update your memory summary directly from your chats. Simply tell Claude what you'd like it to remember, and it will update your memory summary without needing to leave the conversation. Any edits made in this way will immediately apply to your next conversation, so you don’t need to wait for the daily synthesis to run. + +#### Past chat citations + +When Claude references previous conversations, you'll see citations linking back to the original chats, along with the option to delete specific conversations. + +#### Toggle search past chats and memory on/off + +You maintain control over Claude’s ability to search past chats and use memory – you can always disable these features and enable them again when needed in **[Settings > Capabilities](http://claude.ai/settings/capabilities)**. + +#### Importing your memory from other AI tools + +You can now transfer your memory between Claude and other AI services. This feature lets you import memories from other AI assistants or export your Claude memory for backup or migration. This feature is experimental and still in active development, but for best practices, see this article: **[Importing and exporting your memory from Claude](https://support.claude.com/en/articles/12123587-importing-and-exporting-your-memory-from-claude)**. + +--- + +## Controls for Enterprise plan owners + +Enterprise plan Owners and Primary Owners have specific controls for managing memory features across their organization. + +#### Organization-level memory controls + +The organization-wide **Generate memory from chat history** toggle is enabled by default. When enabled, individual users can manage their own memory settings. Owners can disable the memory summary feature for their entire organization by navigating to **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. When disabled by an Owner, it immediately deletes all existing memory synthesis data for all users, and individual users cannot modify or access the memory synthesis setting. + +> **Important:** Disabling Claude's memory at the organization level will automatically and permanently delete all memory data for all users in your organization. + +#### Data handling and compliance + +- **Chat summaries** are stored alongside conversation data and follow your organization's existing data retention policies. When a conversation is deleted, its summary is also deleted. +- **Memory synthesis** is stored with encryption at rest and is tied to underlying conversations. As conversations expire or are deleted according to your retention settings, the synthesis updates accordingly. +- **Incognito chats** don't contribute to memory and aren't visible in users' chat histories, but they remain available to Owners through data export features and are subject to your existing data retention policies (retained for at least 30 days for safety purposes). + +#### Audit logging and data exports + +- **Audit logging:** The system logs when org-level memory toggles are enabled or disabled by Owners. Standard conversation access logging applies to memory synthesis. Individual user memory edits are not logged. +- **Data exports:** Memory synthesis and chat summaries are included in standard conversation history exports. Incognito chats are included in organizational data exports. All exported chat summaries remain tied to their source conversations. + +#### Team plan limitations + +Team plans do not have organization-level controls for memory features. Individual Team plan members manage their own memory settings directly. + +## Related Articles +- [Import and export your memory from Claude](https://support.claude.com/en/articles/12123587-import-and-export-your-memory-from-claude) +- [Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) diff --git a/claude/claude/conversation-management/12260368-using-incognito-chats.md b/claude/claude/conversation-management/12260368-using-incognito-chats.md new file mode 100644 index 0000000000000000000000000000000000000000..195bef4490f11676cfede6e0771f7b3d831310fe --- /dev/null +++ b/claude/claude/conversation-management/12260368-using-incognito-chats.md @@ -0,0 +1,79 @@ +--- +title: "Using incognito chats" +title_slug: "using-incognito-chats" +source_url: "https://support.claude.com/en/articles/12260368-using-incognito-chats" +last_updated_iso: "2026-04-09T17:26:28Z" +article_id: "13612163" +breadcrumbs: + - "Claude" + - "Conversation management" +--- + +# Using incognito chats + +_Last updated: 2026-04-09T17:26:28Z_ + +> Incognito chats are available to all Claude users (Free, Pro, Max, Team, and Enterprise plans). + +## What are incognito chats? + +Incognito chats are temporary conversations that aren't saved to your chat history or to **[Claude’s memory](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context)**. These differ from regular chats in several ways: + +- Incognito chats are not used for training. See our Privacy Center for more information: + - **[Is my data used for model training?](https://privacy.claude.com/en/articles/10023580-is-my-data-used-for-model-training)** (for Free, Pro, and Max plans) + - **[Is my data used for model training?](https://privacy.claude.com/en/articles/7996868-is-my-data-used-for-model-training)** (for Team and Enterprise plans) +- While incognito chats aren't saved to your chat history, they are retained for either 30 days (default), or longer in accordance with your organization's custom data retention setting (available for Enterprise plans). +- Claude won’t pull information from incognito chats when searching previous conversations. +- If you are using Claude’s memory: + - Starting an incognito chat won’t use Claude’s existing memory. + - Incognito chats will not be included in future memory summaries. + +--- + +## How to start an incognito chat + +When starting a new chat with Claude outside of a project, you'll see a ghost icon in the upper right corner of your screen: + + + +1. Click the ghost icon to enable incognito mode. +2. The interface will indicate you're in an incognito chat with a black border and “Incognito chat” label in the upper left corner. +3. Begin your conversation with Claude. +4. When you’re finished chatting, click the “x” in the upper right corner to close the incognito chat. + +--- + +## Important information for Team and Enterprise plans + +If you're using incognito chats on a Team or Enterprise plan: + +- Incognito chats are included in organizational data exports available to account Owners. +- While incognito chats aren’t saved to your chat history, they are retained for 30 days for safety, or longer in accordance with your organization's data retention policy. +- Incognito chats are included in the **[Compliance API](https://support.claude.com/en/articles/13015708-access-the-compliance-api)** (available for Enterprise plans). + +--- + +## Frequently asked questions + +#### Can Claude access my profile information (custom styles, personal preferences, etc.) in incognito chats? + +Yes, Claude can access this information within an incognito chat. + +#### Can I convert an incognito chat to a regular chat? + +No, once you start an incognito chat, it cannot be converted to a regular chat or saved to your history. + +#### Can I use incognito mode in projects? + +Incognito mode is currently only available for chats outside of projects, so you will not see the ghost icon when starting a chat within a project. + +#### What happens if I accidentally close an incognito chat? + +Once closed, incognito chats cannot be reopened. Make sure to save any important information before ending your session. + +## Related Articles +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) diff --git a/claude/claude/conversation-management/8230524-how-can-i-delete-or-rename-a-conversation.md b/claude/claude/conversation-management/8230524-how-can-i-delete-or-rename-a-conversation.md new file mode 100644 index 0000000000000000000000000000000000000000..33c2368fc0a447710953e7eeff6959068460f1cc --- /dev/null +++ b/claude/claude/conversation-management/8230524-how-can-i-delete-or-rename-a-conversation.md @@ -0,0 +1,41 @@ +--- +title: "How can I delete or rename a conversation?" +title_slug: "how-can-i-delete-or-rename-a-conversation" +source_url: "https://support.claude.com/en/articles/8230524-how-can-i-delete-or-rename-a-conversation" +last_updated_iso: "2026-03-16T21:21:38Z" +article_id: "8214534" +breadcrumbs: + - "Claude" + - "Conversation management" +--- + +# How can I delete or rename a conversation? + +_Last updated: 2026-03-16T21:21:38Z_ + +*This article is about our consumer products (e.g. Claude Free, Claude Pro). For our commercial products (e.g. Claude for Work, Claude API), see [here](https://privacy.claude.com/en/articles/11117329-how-can-i-delete-or-rename-a-conversation).* + +## Deleting and renaming individual conversations + +To delete or rename an individual conversation: + +1. Navigate to the conversation you want to delete or rename. +2. Click on the name of the conversation at the top of the screen. +3. Select either "Delete" or "Rename" from the options that appear: + + + +## Deleting conversations in bulk + +To delete multiple conversations at once: + +1. Navigate to [your chat history](https://claude.ai/recents) by clicking "Chats" on the left sidebar. +2. Hover over the conversations you want to delete, and check the selection box that appears. +3. Once you've selected the conversations to delete, click on the "Delete Selected" button. + +## Related Articles +- [How do I view and sign your Data Processing Addendum (DPA)?](https://support.claude.com/en/articles/7996862-how-do-i-view-and-sign-your-data-processing-addendum-dpa) +- [How can I delete my Claude account?](https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account) +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Can you delete data that I sent via Team and Enterprise plans?](https://support.claude.com/en/articles/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans) +- [Configure custom data retention controls for Enterprise plans](https://support.claude.com/en/articles/10440198-configure-custom-data-retention-controls-for-enterprise-plans) diff --git a/claude/claude/features-and-capabilities/10366421-how-does-claude-handle-mathematical-equations-and-calculations.md b/claude/claude/features-and-capabilities/10366421-how-does-claude-handle-mathematical-equations-and-calculations.md new file mode 100644 index 0000000000000000000000000000000000000000..ed5bb515c66dd5dd9d05620395fd072d613a63de --- /dev/null +++ b/claude/claude/features-and-capabilities/10366421-how-does-claude-handle-mathematical-equations-and-calculations.md @@ -0,0 +1,23 @@ +--- +title: "How does Claude handle mathematical equations and calculations?" +title_slug: "how-does-claude-handle-mathematical-equations-and-calculations" +source_url: "https://support.claude.com/en/articles/10366421-how-does-claude-handle-mathematical-equations-and-calculations" +last_updated_iso: "2026-03-16T21:21:53Z" +article_id: "10980271" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# How does Claude handle mathematical equations and calculations? + +_Last updated: 2026-03-16T21:21:53Z_ + +Claude can process mathematical equations and perform calculations, but complex or mission-critical calculations should be verified using specialized mathematical software or manual methods. + +## Related Articles +- [Install Claude Desktop](https://support.claude.com/en/articles/10065433-install-claude-desktop) +- [Get started with Claude in Chrome](https://support.claude.com/en/articles/12012173-get-started-with-claude-in-chrome) +- [Deploy Claude Desktop for Windows](https://support.claude.com/en/articles/12622703-deploy-claude-desktop-for-windows) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) diff --git a/claude/claude/features-and-capabilities/10574485-using-extended-thinking.md b/claude/claude/features-and-capabilities/10574485-using-extended-thinking.md new file mode 100644 index 0000000000000000000000000000000000000000..9b1bb0afa334ef0aebeca907bad81bc23954fec0 --- /dev/null +++ b/claude/claude/features-and-capabilities/10574485-using-extended-thinking.md @@ -0,0 +1,85 @@ +--- +title: "Using extended thinking" +title_slug: "using-extended-thinking" +source_url: "https://support.claude.com/en/articles/10574485-using-extended-thinking" +last_updated_iso: "2026-03-16T21:19:50Z" +article_id: "11266592" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Using extended thinking + +_Last updated: 2026-03-16T21:19:50Z_ + +Extended thinking mode allows Claude (Claude 4 models and Claude 3.7 Sonnet) to spend more time breaking down problems, planning solutions, and exploring different approaches before responding. This article explains how to use this feature and when it's most beneficial. + +## How to use extended thinking mode + +#### Enabling extended thinking + +1. Click the model selector in the chat interface. +2. Ensure you have selected a Claude 4 model from the dropdown. +3. Click the “Search and tools” button on the lower left of your chat interface. +4. Switch the "Extended thinking" toggle on. + +> **Note:** If you’ve started chatting without extended thinking, toggling this on will start a new chat (and vice versa). + +#### Viewing Claude's thought process + +When extended thinking is enabled, you'll see: + +- A "Thinking" indicator with a timer showing how long Claude has been processing. +- An expandable "Thinking" section above Claude's response. +- Click the "Thinking" section to view Claude's thought process summary and problem-solving approach. + +#### Switching back to normal mode + +1. Click the “Search and tools” button on the lower left of your chat interface. +2. Switch the "Extended thinking" toggle on. + +#### Incomplete thought processes + +Occasionally, you may notice that Claude's thinking stops before it's complete, with a message stating that the rest of Claude's thought process is not available. + +This happens when Claude's thinking involves information our safety systems have identified as potentially posing an elevated risk of harm or misuse per our [Usage Policy](https://www.anthropic.com/legal/aup). + +If the incomplete thought process affects Claude's ability to help with your request, you can try reframing your prompt to help Claude approach the problem from a different angle. + +## When to use extended thinking + +Extended thinking mode is particularly valuable for: + +#### Complex problem-solving + +- Mathematical calculations and proofs +- Physics problems +- Competition-level coding challenges +- In-depth analysis of complex topics + +#### Detailed planning and analysis + +- Comprehensive project planning +- Detailed document analysis +- Multi-step technical problems +- Other complex questions + +## When to chat without extended thinking + +- Simple questions and everyday conversations +- Basic information requests +- General writing tasks + +## Tips for using extended thinking mode + +1. **Be specific**: Clearly state your problem or question to help Claude focus its extended thinking time effectively +2. **Review the thought process**: Expand the thinking section to understand how Claude arrived at its conclusion, which can be valuable for learning and verification +3. **Consider time trade-offs**: While extended thinking can provide more thorough responses, it takes longer. Choose this mode when the additional analysis time will truly benefit your task + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [When should I use web search, extended thinking, and Research?](https://support.claude.com/en/articles/11095361-when-should-i-use-web-search-extended-thinking-and-research) +- [Using voice mode](https://support.claude.com/en/articles/11101966-using-voice-mode) +- [How do usage and length limits work?](https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) diff --git a/claude/claude/features-and-capabilities/10684626-enabling-and-using-web-search.md b/claude/claude/features-and-capabilities/10684626-enabling-and-using-web-search.md new file mode 100644 index 0000000000000000000000000000000000000000..2cb96d784897b941644fad71827266404c231936 --- /dev/null +++ b/claude/claude/features-and-capabilities/10684626-enabling-and-using-web-search.md @@ -0,0 +1,126 @@ +--- +title: "Enabling and using web search" +title_slug: "enabling-and-using-web-search" +source_url: "https://support.claude.com/en/articles/10684626-enabling-and-using-web-search" +last_updated_iso: "2026-04-16T13:32:05Z" +article_id: "11419273" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Enabling and using web search + +_Last updated: 2026-04-16T13:32:05Z_ + +You can have Claude search the internet to provide you with up-to-date information and insights when using the following models: + +- Opus 4.7 +- Sonnet 4.6 +- Opus 4.6 +- Opus 4.5 +- Haiku 4.5 +- Sonnet 4.5 + +Web search expands Claude's knowledge with real-time data, helping you make better-informed decisions with current information. + +> **To access this feature on a Team or Enterprise plan account:** +> +> An Owner or Primary Owner must first enable web search for the entire workspace. This can be found in **[Admin settings > Capabilities](https://claude.ai/admin-settings/capabilities)**: +> +>  +> +> Once this is enabled at the workspace level, any member of the organization can switch it on while starting a chat by clicking the “+” button in the lower left corner of the chat window and selecting “Web search." Users can toggle this off for chats that don’t require web search capabilities. + +## How to enable web search in a chat + +1. Click on the slider icon in your chat input interface. +2. Locate **Web search** in the dropdown. +3. Switch the toggle on. + +You can disable the feature at any time by following the same steps and turning the toggle off. + +## How web search works + +When you ask about topics that benefit from current information, Claude invokes a search tool to inform and ground its generated responses with content from the live web. Every response includes citations, so you can easily verify sources yourself. + +#### During a search + +When Claude searches the web: + +1. You'll see an indicator that Claude is searching the web. +2. Claude processes multiple sources to find relevant content. +3. Claude provides a conversational response that includes: + - Direct citations to sources + - Source links for further reading + - Relevant quotes when appropriate + +#### Web fetch and direct links + +When “Web search” is toggled on, Claude can also retrieve content directly from web pages when provided with specific URLs. This feature, called web fetch, allows Claude to access and analyze the full content of articles, blog posts, and other web pages you want to discuss. + +> **Important note for free Claude accounts:** When you provide Claude with a direct link to a long article or document and ask it to analyze or summarize the contents, the entire article is retrieved into Claude's context window. This can consume a significant portion of your usage capacity, especially for lengthy content. For example, asking Claude to summarize a 10,000-word article will use substantially more of your context window than a regular web search query. + +## Image results + +When web search is enabled, Claude can also search for and display images directly in your conversation. You don't need to enable a separate setting — image results are part of web search. + +For example, you might ask Claude to: + +- Show you what a recipe looks like before you start cooking +- Find photos of a product you're considering +- Help identify a plant, insect, or object by searching for visual matches +- Compare what similar items look like side by side + +Claude selects images from web search results, powered by Bing, and displays them alongside its text response. Each image includes a source link so you can visit the original page for more details. + +Image search is powered by Bing ([https://www.microsoft.com/en-us/privacy/privacystatement](https://www.microsoft.com/en-us/privacy/privacystatement)). + +Claude can also display interactive content in search results. For more detailed information, see here: **[Visual and interactive content](https://support.claude.com/en/articles/13641943-visual-responses-and-interactive-widgets)**. + +## Managing usage on free Claude accounts + +As a free user, you have daily usage limits for Claude. Since web search and fetch both contribute to these limits, here are some tips to make the most of your capacity: + +- **Be mindful of direct links:** Before asking Claude to analyze a long article via its URL, consider whether you need the full analysis or just key points. +- **Toggle web search off when not needed:** If you're having a conversation that doesn't require current information, disable web search to conserve your usage. +- **Use web search strategically:** Focus on queries where up-to-date information is essential. + +To disable web search and conserve your capacity: + +1. Click on the slider icon in the lower left corner of your chat input. +2. Find **Web search** in the dropdown. +3. Toggle it off. + +You can re-enable it anytime you need current information. + +## Tips for effective use + +1. **Ask about recent information**: If you ask questions like "Are there any upcoming meteor showers?" or "What are the latest developments in quantum computing?", Claude will search the web for current data. +2. **Specify in your prompt:** + - If you want to ensure that Claude uses web search, include "Search the web" or "Use web search" in your prompt to Claude. + - You can also instruct Claude not to use web search in the prompt. +3. **Request multiple sources**: Claude can gather and synthesize information from various sources to give you a comprehensive view. +4. **Verify important information**: While Claude strives for accuracy: + - Cross-reference cited sources to understand the full picture. + - Use authoritative sources for critical decisions. + +## Limitations + +- Search availability may vary based on connectivity. +- Occasionally, website links may not function. +- Claude may use your location (inferred from your IP address) when responding to a request for localized results. +- Search times may vary based on query complexity. +- Usage of web search and web fetch counts toward your daily limits. + +## Support + +- For web search questions or support, please visit our **[Online Safety Contacts](https://support.claude.com/en/articles/11174660-online-safety-contacts)** page. +- For content removal requests, please visit our **[Blocking and Removing Content from Claude](https://support.claude.com/en/articles/10684638-reporting-blocking-and-removing-content-from-claude)** page. + +## Related Articles +- [How up-to-date is Claude's training data?](https://support.claude.com/en/articles/8114494-how-up-to-date-is-claude-s-training-data) +- [How large is the Claude API’s context window?](https://support.claude.com/en/articles/8606395-how-large-is-the-claude-api-s-context-window) +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Using Claude in Microsoft Foundry](https://support.claude.com/en/articles/12864745-using-claude-in-microsoft-foundry) diff --git a/claude/claude/features-and-capabilities/11088861-using-research-on-claude.md b/claude/claude/features-and-capabilities/11088861-using-research-on-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..0da64d7fe5591c14c14b287a8f546e4b9729d8bf --- /dev/null +++ b/claude/claude/features-and-capabilities/11088861-using-research-on-claude.md @@ -0,0 +1,55 @@ +--- +title: "Using Research on Claude" +title_slug: "using-research-on-claude" +source_url: "https://support.claude.com/en/articles/11088861-using-research-on-claude" +last_updated_iso: "2026-03-16T21:20:38Z" +article_id: "11951779" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Using Research on Claude + +_Last updated: 2026-03-16T21:20:38Z_ + +> Research is available for users with paid Claude plans (Pro, Max, Team, or Enterprise) using Claude on the web, Claude Desktop, or Claude Mobile. + +Research transforms how Claude finds and analyzes information. Claude operates agentically, conducting multiple searches that build on each other while determining exactly what to investigate next. It explores different angles of your question automatically and works through open questions systematically. + +With Research, Claude delivers thorough answers in minutes, complete with easy-to-check citations so you can trust Claude's findings. + +> **Important:*** *You must have [web search turned on](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) for Research to function. + +## How to enable or disable Research + +Find the “Research” button on the bottom left of your chat interface. If the button is white, Research is disabled. Click the “Research” button to enable the feature and turn the button blue. Click the button again to disable Research. + +## Using Research + +Once Research is turned on, you can ask Claude a question. Claude will kick off the Research process across your internal context (such as [Gmail, Google Calendar, and Google Docs when connected](https://support.claude.com/en/articles/10168395-setting-up-claude-integrations)) and the web. + +To see an example of using Claude's Research feature to plan a team offsite, watch the video here: [Using Research](https://support.claude.com/en/articles/11106443-using-research). + +## FAQs + +#### I have the Research button on, but Claude doesn’t seem to be researching. What should I do? + +In this case, you can steer and prompt Claude to use Research by saying “Claude, please use the Research tool to…” + +#### I have the Research button on, and Research should be pulling against my internal documentation via the Google integrations I have turned on, but isn’t. What should I do? + +In this case, you should steer and prompt Claude to “Pull relevant context from [relevant internal knowledge source].” + +To see an overview of Claude's Research capabilities with the Google Workspace integration, watch the video here: [Using Research and Google Workspace](https://support.claude.com/en/articles/11101545-using-research-and-google-workspace). + +#### Does Research count against usage limits differently than normal conversations? + +Research is subject to the same limits as standard Claude conversations. However, Research sessions can use up your limits faster due to Claude retrieving multiple sources and providing comprehensive responses. + +## Related Articles +- [When should I use web search, extended thinking, and Research?](https://support.claude.com/en/articles/11095361-when-should-i-use-web-search-extended-thinking-and-research) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) diff --git a/claude/claude/features-and-capabilities/11095361-when-should-i-use-web-search-extended-thinking-and-research.md b/claude/claude/features-and-capabilities/11095361-when-should-i-use-web-search-extended-thinking-and-research.md new file mode 100644 index 0000000000000000000000000000000000000000..ea6cbc3fc5c19cb1492a986e67056ce9ba992bda --- /dev/null +++ b/claude/claude/features-and-capabilities/11095361-when-should-i-use-web-search-extended-thinking-and-research.md @@ -0,0 +1,51 @@ +--- +title: "When should I use web search, extended thinking, and Research?" +title_slug: "when-should-i-use-web-search-extended-thinking-and-research" +source_url: "https://support.claude.com/en/articles/11095361-when-should-i-use-web-search-extended-thinking-and-research" +last_updated_iso: "2026-03-16T21:19:02Z" +article_id: "11961427" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# When should I use web search, extended thinking, and Research? + +_Last updated: 2026-03-16T21:19:02Z_ + +Claude offers several powerful capabilities to help you find information and solve problems. Understanding when to use each option—web search, extended thinking, and Research—can help you get the best results for your specific needs. This guide explains the ideal use cases for each feature and how they can work together to enhance your experience. + +For more information on availability, enabling, and using each feature, explore the resources below: + +- [Web search](https://support.anthropic.com/en/articles/10684626-enabling-and-using-web-search) +- [Extended thinking](https://support.anthropic.com/en/articles/10574485-using-extended-thinking-on-claude-3-7-sonnet) +- [Research](https://support.anthropic.com/en/articles/11088861-using-research-on-claude-ai) + +## Web Search + +Web search is best for straightforward, factual queries that can be answered with 1-2 tool calls, such as checking the weather, getting info about a specific company, retrieving recent news headlines, or getting up-to-date details like "who won the Lakers' game last night?" + +It's also helpful if you want to steer Claude more - you want to tell it generally what to search, but also want it to handle the process of actually running the web searches and analyzing the results. + +## Extended Thinking + +Extended thinking shines when tackling complex reasoning tasks that don't require recent info from the web—like solving mathematical problems, debugging code, or analyzing philosophical concepts—allowing Claude to explore multiple angles before reaching a conclusion. For example, "optimize this algorithm for better performance," or "analyze the bioethics of organ donation from multiple perspectives." + +Extended thinking on its own is best if you don't want to search the web or use integrations, but just want Claude to think harder about your query to figure out the answer. + +## Research + +Research is optimal for comprehensive information gathering requiring five or more tool calls over 1-3 minutes, creating in-depth reports by synthesizing information from multiple sources across the web and your integrations. It can do things like compare business competitors, update outdated internal documents with info from the web, help you prioritize or action items from your calendar and email, and more. + +## Using Research and Extended Thinking Together + +Research and extended thinking work best together, and by default when you enable Research it automatically enables extended thinking. + +Combining extended thinking with Research allows Claude to both plan its approach thoughtfully and execute comprehensive information gathering, as when researching emerging technologies for a business proposal or analyzing multiple scientific papers for a research project. The Research feature can synthesize information across multiple sources with proper citations and produces a longer final report. + +## Related Articles +- [Using extended thinking](https://support.claude.com/en/articles/10574485-using-extended-thinking) +- [Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Use enterprise search](https://support.claude.com/en/articles/12489464-use-enterprise-search) diff --git a/claude/claude/features-and-capabilities/11473015-retrieval-augmented-generation-rag-for-projects.md b/claude/claude/features-and-capabilities/11473015-retrieval-augmented-generation-rag-for-projects.md new file mode 100644 index 0000000000000000000000000000000000000000..2e510394c6638272a17896ecd5be184f796e398a --- /dev/null +++ b/claude/claude/features-and-capabilities/11473015-retrieval-augmented-generation-rag-for-projects.md @@ -0,0 +1,103 @@ +--- +title: "Retrieval augmented generation (RAG) for projects" +title_slug: "retrieval-augmented-generation-rag-for-projects" +source_url: "https://support.claude.com/en/articles/11473015-retrieval-augmented-generation-rag-for-projects" +last_updated_iso: "2026-03-16T21:03:43Z" +article_id: "12444697" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Retrieval augmented generation (RAG) for projects + +_Last updated: 2026-03-16T21:03:43Z_ + +> RAG for projects is available for all Claude plans (free, Pro, Max, Team, and Enterprise). + +Projects can now handle much more content without running into limits, giving Claude better context to help you. As you add more files and information to your projects, Claude automatically switches to a faster mode (powered by RAG) that keeps response times quick while maintaining quality responses. + +## What is RAG for projects? + +RAG or retrieval augmented generation is a technology that allows your projects to store and access significantly more knowledge than before. When your project knowledge approaches the context window limit, Claude will automatically enable RAG mode to expand your project's capacity by up to 10x while maintaining quality responses. + +Previously, projects had a knowledge capacity limit based on the **[context window](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans)**. Once you reached this threshold, it wasn't possible to add more content. With RAG, you can continue adding knowledge beyond these limits while maintaining full functionality. + +## How RAG works + +When RAG is enabled for your project, Claude uses a **project knowledge search tool** to retrieve relevant information from your uploaded documents. Instead of loading all project content into memory at once, Claude intelligently searches and retrieves only the most relevant information needed to answer your questions. + +This approach allows for: + +- **Enhanced capacity**: Store up to 10x more content in your projects. +- **Maintained quality**: Response accuracy remains consistent with in-context processing. +- **Faster responses**: Optimized retrieval keeps response times quick. +- **Seamless transition**: Automatic activation when needed, no setup required. + +## When RAG activates + +RAG automatically activates when your project approaches or exceeds the context window limits. You'll see a visual indicator showing that your project is RAG-enabled. + +If your project knowledge later drops below the context window threshold, Claude can automatically convert back to context-based processing. + +## Using projects with RAG + +Working with RAG-enabled projects feels similar to working with regular projects. You can: + +- Upload documents, images, and other files as usual +- Ask questions about your project knowledge +- Reference specific documents or information +- Add and remove content at any time + +The main difference is that you'll see Claude using a **project knowledge search tool** when it needs to find relevant information from your uploaded content. + +## Best practices for RAG projects + +To get the most out of your RAG-enabled projects: + +#### Upload comprehensive content + +Add all relevant documents and files to your project upfront. The more context Claude has access to, the better it can assist you. + +#### Use clear, descriptive filenames + +Well-named files help Claude understand and retrieve the right information more effectively. + +#### Organize related content together + +Group related documents in the same project to enable Claude to draw connections between different sources. + +#### Reference specific documents + +When asking questions, you can reference specific documents by name to help Claude focus its search. + +--- + +## Frequently asked questions + +#### Will having RAG enabled on my project affect response quality? + +No. RAG maintains consistent response quality as in-context processing while enabling larger project capacity. + +#### Do I need to do anything to enable RAG? + +No, RAG activates automatically when needed. No setup or configuration is required. + +#### Can I control when RAG is used? + +RAG activation is handled automatically based on the size of your project knowledge. When possible, projects will use in-context processing for optimal performance. + +#### Will my existing projects work with RAG? + +Yes. All existing projects will automatically benefit from RAG when the project knowledge exceeds context limits. + +#### Does RAG work with all Claude tools? + +Yes. RAG works with all Claude features, including web search, extended thinking, and Research. + +## Related Articles +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [What are projects?](https://support.claude.com/en/articles/9517075-what-are-projects) +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices) +- [Use Google Workspace connectors](https://support.claude.com/en/articles/10166901-use-google-workspace-connectors) diff --git a/claude/claude/features-and-capabilities/12111783-create-and-edit-files-with-claude.md b/claude/claude/features-and-capabilities/12111783-create-and-edit-files-with-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..a3455dfa7abbeaa10327d21b9fae043e61e5159f --- /dev/null +++ b/claude/claude/features-and-capabilities/12111783-create-and-edit-files-with-claude.md @@ -0,0 +1,299 @@ +--- +title: "Create and edit files with Claude" +title_slug: "create-and-edit-files-with-claude" +source_url: "https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude" +last_updated_iso: "2026-04-14T19:09:14Z" +article_id: "13415749" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Create and edit files with Claude + +_Last updated: 2026-04-14T19:09:14Z_ + +Claude can execute code to create and work with files directly in your conversations. Prompt Claude using natural language to generate Excel spreadsheets, PowerPoint presentations, Word documents, and PDF files that you can download and use immediately. + +> Code execution and file creation is available to all Claude users (Free, Pro, Max, Team, and Enterprise) on the web, Claude Desktop, and Claude Mobile. + +These capabilities make it easy to produce professional documents by simply chatting with Claude. You can create financial models in Excel with working formulas, perform advanced analyses on uploaded data, produce reports with charts and visualizations, and generate presentations from your documents—all without specialized software skills. + +--- + +## Availability + +**Free, Pro, and Max plans:** + +- Code execution and file creation is enabled by default +- Network access is enabled, allowing Claude to install packages from approved sources + +**Team plan:** + +- Code execution and file creation is enabled by default for Team plan organizations +- Organization owners can disable it in organization settings +- Network access is disabled by default; owners can enable it in organization settings + +**Enterprise plan:** + +- Code execution and file creation is enabled by default for new Enterprise plan organizations +- Organization owners can disable it in organization settings +- Network access is disabled by default; owners can enable it in organization settings +- Owners can configure network access controls, including domain whitelisting + +--- + +## How to get started + +#### Enabling on web and desktop + +**Enterprise plans: **This capability is enabled by default at the organization level with **Allow network egress** toggled off for new Enterprise organizations. Owners can adjust this in **[Organization settings > Capabilities](http://claude.ai/admin-settings/capabilities)** using the **Code execution and file creation** toggle. + +**Team plans: **This capability is enabled by default at the organization level with **Allow network egress** toggled on with access to package managers only. An organization owner can manually disable this for the organization in **[Organization settings > Capabilities](http://claude.ai/admin-settings/capabilities)** if needed. + +**Free, Pro, and Max plans: **Enable file creation from **[Settings > Capabilities](http://claude.ai/settings/capabilities)** by toggling **Code execution and file creation** on. + +To give Claude access to external data sources, toggle **Allow network egress** on: + + + +#### Enabling on Claude Mobile + +To enable or disable this feature on Claude for iOS or Android, tap your initials or name in the left sidebar to open Settings. Select "Capabilities" and toggle **Code execution and file creation** on or off. + +--- + +## Configuring network access (Team and Enterprise plans) + +Team and Enterprise organization owners can control network access settings in **[Organization settings > Capabilities](http://claude.ai/admin-settings/capabilities)**. After enabling code execution and file creation, choose from the following options to configure network access for your team: + +- **Allow network egress toggled off:** Claude operates with pre-installed packages only, with no internet access. This provides maximum security for sensitive environments. +- **Allow network egress to package managers only (default):** Claude can access approved package managers (npm, PyPI, GitHub, etc.) to install necessary software packages. This balances functionality with security, but some advanced features may be limited. +- **Allow network egress to package managers and specific domains:** Claude can access package managers plus additional domains you specify. Add domains individually to whitelist specific resources your organization needs: + + + +**All domains:** Claude has full internet access except for domains on Anthropic's legal blocklist. While this provides maximum flexibility for file creation and analysis tasks, it’s also the riskiest option. Please review the **[security considerations below](#h_0ee9d698a1)** before enabling “All domains”: + + + +--- + +## How does disabling network access address security concerns with code execution and file creation? + +**Short answer:** Disabling network access prevents data from leaving Claude's sandboxed environment - even if something goes wrong. + +#### How it works + +When Claude executes code or creates files, it operates within an isolated, sandboxed container. This means the work happens in a controlled environment separate from your systems. However, if network access is enabled, there's a potential risk: through prompt injection or other attacks, Claude could theoretically be tricked into sending data to external servers. + +Disabling network access eliminates this risk entirely. Your team still gets Claude's full code execution and file creation capabilities - building Excel models, creating presentations, analyzing data - but with the assurance that nothing can be transmitted outside the sandbox. + +#### A phased approach to network access + +Claude is most powerful with network access enabled - it can install new packages and dependencies, pull in real-time data, and interact with web services. For organizations comfortable with that risk profile, enabling access to vetted, trusted domains unlocks the full potential of code execution and file creation. + +For those taking a more cautious approach, we recommend starting with network access disabled and adjusting as your team builds confidence: + +1. **Start with network access off.** This is the most secure configuration. Claude can execute code and create files, but cannot communicate externally. +2. **Enable package managers.** Unlocks pip, npm, and other package managers to install dependencies - significantly expands what Claude can build. +3. **Expand network access as needed.** Add specific domains to an allowlist based on business requirements, maintaining visibility into what's permitted. + +This approach gives you defense in depth - even if there were vulnerabilities in the sandbox or a successful prompt injection, disabled network access acts as a final barrier preventing data from leaving Anthropic's infrastructure. + +> **Note:** If MCP (Model Context Protocol) integrations are enabled, network communication remains possible through those connections regardless of the network egress setting. Organizations should evaluate MCP configurations separately. + +--- + +## Using code execution and file creation + +When enabled, simply describe what you need in your message. For example, you might say "Create an Excel spreadsheet to track monthly expenses" or "Convert this document into a PowerPoint presentation." Claude will generate the file, which you can then download directly from the conversation. + +Start with simple tasks to familiarize yourself with Claude's capabilities, then progress to more complex workflows. Be specific in your requests—describe the structure, content, and formatting you want. You may need to review and refine Claude's outputs to meet your exact requirements. + +#### Supported file types + +Claude can create Excel spreadsheets (.xlsx), PowerPoint presentations (.pptx), Word documents (.docx), and PDF files. You can download the files Claude creates or save them directly to Google Drive. + +With this feature, Claude can also do more advanced data analysis and data science work. Claude can create Python scripts for data analysis. Claude can create data visualizations in image files like PNG. You can also upload CSV, TSV, and other files for data analysis and visualization. + +The maximum file size is 30MB per file for both uploads and downloads. + +--- + +## Key capabilities + +#### Direct file creation and editing + +Claude creates Excel spreadsheets (.xlsx), PowerPoint presentations (.pptx), Word documents (.docx), and PDF files. You can download the files Claude creates or save them directly to Google Drive. + +The maximum file size is 30MB per file for both uploads and downloads. For PDFs larger than 30MB, Claude can process them through its computing environment without loading them into the context window. + +#### Advanced data analysis + +Claude can perform sophisticated data analysis and data science work, including: + +- Creating Python scripts for data analysis +- Generating data visualizations as image files (PNG) +- Processing CSV, TSV, and other data files +- Building machine learning models + +#### Project files integration + +Files in your projects are now accessible through Claude's computing environment while remaining in context. This enables seamless reference and workflow integration across your project files. + +#### Extended context window + +The context window has been expanded to support more complex multi-step workflows, particularly for conversations that use code execution and file creation extensively. + +#### Language support + +Claude provides full support for multiple languages in both the user interface and generated files, with proper formatting and regional standards. + +--- + +## Security and network access + +#### How it works + +Code execution and file creation gives Claude a sandboxed computing environment. Claude’s internet access will vary based on your network egress settings. + +**Network access allows Claude to:** + +- Download and install packages from approved package managers (npm, PyPI, etc.) +- Access resources needed for file creation and analysis + +--- + +## Security considerations + +It is possible for a bad actor to inconspicuously add instructions via external files or websites that trick Claude into: + +1. Downloading and running untrusted code in the sandbox environment for malicious purposes +2. Reading sensitive data from a connected knowledge source (for example, Remote MCP, projects) and using the sandbox environment to make an external network request to leak the data + +This means Claude can be tricked into sending information from its context (for example, prompts, projects, data via MCP, Google integrations) to malicious third parties. To mitigate these risks, we recommend you monitor Claude while using the feature and stop it if you see it using or accessing data unexpectedly. You can report issues to us using the thumbs down function directly in Claude. + +In line with our **[safe and trustworthy agents framework](https://www.anthropic.com/news/our-framework-for-developing-safe-and-trustworthy-agents)**, we have applied the following mitigations: + +- Given you full control of the feature. You can turn it on or off at any time. +- Designed Claude to give you user-friendly summaries of its actions so you can see what it is doing. You can stop Claude's actions at any time and we recommend monitoring Claude's work while using the feature. +- Given you the ability to review and audit actions taken by Claude within the sandbox environment. +- Disabled public sharing of conversations that include any file artifacts from the code execution and file creation feature for free, Pro, and Max users. +- Limited the duration of tasks that can be completed by Claude and the length of time you can use a single sandbox container to avoid loops of malicious activity. +- Implemented sandbox isolation such that no sandbox environments are ever shared between users. +- Intentionally limited the network, container, and storage resources. +- Implemented a prompt injection classifier to detect malicious prompt manipulation and stop execution if detected. + +We have performed red-teaming and security testing on this feature. We have a continuous process for ongoing security testing and red-teaming. We encourage organizations to evaluate these protections against their specific security requirements when deciding whether to enable this feature. + +#### For Team and Enterprise owners + +Team and Enterprise owners have full control over this feature, including: + +- Enabling or disabling the feature organization-wide +- Controlling network access settings +- Configuring domain whitelisting to allow access only to specific approved domains + +> **Note:** Claude can only be tricked into leaking data it has access to in a conversation via an individual user's prompt, project, or activated connections. + +--- + +## Approved network domains + +When network access is enabled, Claude can access the following approved domains: + +- **Anthropic Services (Explicit):** [api.anthropic.com](http://api.anthropic.com/), [statsig.anthropic.com](http://statsig.anthropic.com/) +- **GitHub:** [github.com](http://github.com/) +- **NPM:** [registry.npmjs.org](http://registry.npmjs.org/), [npmjs.com](http://npmjs.com/), [npmjs.org](http://npmjs.org/) +- **Python:** [pypi.org](http://pypi.org/), [files.pythonhosted.org](http://files.pythonhosted.org/), [pythonhosted.org](http://pythonhosted.org/) +- **Rust:** [crates.io](https://crates.io), [index.crates.io](https://index.crates.io), [static.crates.io](https://static.crates.io) +- **Ubuntu:** [archive.ubuntu.com](https://archive.ubuntu.com), [security.ubuntu.com](https://security.ubuntu.com) +- **Yarn:** [yarnpkg.com](http://yarnpkg.com/), [registry.yarnpkg.com](http://registry.yarnpkg.com/) + +--- + +## Common workflows + +> **Note: **Refer to **[Create and edit files with Claude to eliminate hours of busy work](https://support.claude.com/en/articles/12143746-create-and-edit-files-with-claude-to-eliminate-hours-of-busy-work)**[ ](https://support.claude.com/en/articles/12143746-create-and-edit-files-with-claude-to-eliminate-hours-of-busy-work)for use cases and demo videos, and **[Financial Analysis Workflows with Claude](https://support.claude.com/en/articles/12220298-financial-analysis-workflows-with-claude)** for guidelines specific to Claude for Financial Services customers. + +#### Build a financial model in Excel + +Generate spreadsheets with working formulas and calculations by describing your needs. Try: + +``` +Create a monthly budget tracker with income, expenses categories, and
automatic calculations for savings. +``` + +Claude will produce an Excel file with proper formulas, formatting, and even charts to visualize your data. + +#### Generate a professional report + +Combine data analysis with document creation by providing your information and requirements. Try: + +``` +Create a quarterly sales report using this CSV data, including trend
analysis and recommendations. +``` + +Claude will analyze your data and produce a formatted Word document or PDF with charts, insights, and professional formatting. + +#### Convert between file formats + +Change any document from one format to another while preserving or enhancing the content. Try: + +``` +Convert this Word document to a presentation. +``` + +or + +``` +Explain this Excel spreadsheet in a Word report with commentary. +``` + +Claude can even support workflows requiring multiple file format conversions. For instance, you could upload a CSV file and prompt Claude to create a financial model, write a memo summarizing it, and generate a PowerPoint to share the results. + +#### Extract and analyze PDF data + +Upload a PDF containing tables or forms and ask Claude to extract the information. Try: + +``` +Extract all the data from this PDF into an Excel spreadsheet and create a
summary chart. +``` + +Claude will pull the data, organize it in spreadsheet format, and add visualizations for quick insights. + +#### Perform Complex Analyses + +Upload a CSV with data and ask Claude to build a machine learning model to predict a particular outcome. Have Claude output a report summarizing what it did and the results. Claude will use python to train a model on your data, and provide an explanation of what it did, including the quality of the model, and the results. + +--- + +## Frequently asked questions + +#### How does file creation work? + +We have given Claude a private computing environment directly in claude.ai. This allows Claude to write and run code (for example Python or Javascript). It uses common code packages to create documents, spreadsheets, and slides. Users can also have Claude use its computing environment for other things like data analysis, debugging code snippets, and fun tasks like gif-creation. + +#### How do Claude’s file creation capabilities impact usage limits? + +Use of this capability draws from the same usage limits offered by your plan. Note that creating files will use more of your limit compared to normal chats with Claude. + +#### Can Claude work with more than one file at a time? + +Claude can handle multiple files in a single chat, allowing you to create comprehensive multi-file reports and analyses. Files remain available for download throughout your conversation. + +#### Is file creation supported on Claude for iOS or Android? + +File creation is supported on Claude for iOS and Android. Note that when you tap "Download" on Claude Mobile, the file will open in either the system preview or a separate app (for example, the Word app for .docx files). + +#### Do artifacts work with file creation? + +Yes you are still able to create artifacts (e.g., HTML or react apps, markdown documents, mermaid diagrams, SVGs) with file creation on. Claude now uses the computing environment to create artifacts so the user experience may look slightly different than users are used to. Please report any issues or feedback using the thumbs up/down functionality when chatting with Claude. + +## Related Articles +- [Uploading files to Claude](https://support.claude.com/en/articles/8241126-uploading-files-to-claude) +- [Install Claude Desktop](https://support.claude.com/en/articles/10065433-install-claude-desktop) +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) diff --git a/claude/claude/features-and-capabilities/12123587-import-and-export-your-memory-from-claude.md b/claude/claude/features-and-capabilities/12123587-import-and-export-your-memory-from-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..e069510b777fad8662d867ef1934b99ec4197883 --- /dev/null +++ b/claude/claude/features-and-capabilities/12123587-import-and-export-your-memory-from-claude.md @@ -0,0 +1,60 @@ +--- +title: "Import and export your memory from Claude" +title_slug: "import-and-export-your-memory-from-claude" +source_url: "https://support.claude.com/en/articles/12123587-import-and-export-your-memory-from-claude" +last_updated_iso: "2026-03-16T20:30:00Z" +article_id: "13433424" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Import and export your memory from Claude + +_Last updated: 2026-03-16T20:30:00Z_ + +> Memory imports are available for free, Pro, and Max plans on the web and Claude Desktop. + +You can transfer your memory between Claude and other AI providers. This lets you import memories from other AI providers into Claude, or export your Claude memory for backup or migration. + +## Import memory into Claude + +You can bring your memory over from other AI providers using Claude's built-in import flow. + +#### Step 1: Export your memory from your current AI service + +We recommend using the following prompt. It’s written specifically to help you get all of your context in one chat. + +*I'm moving to another service and need to export my data. List every memory you have stored about me, as well as any context you've learned about me from past conversations. Output everything in a single code block so I can easily copy it. Format each entry as: [date saved, if available] - memory content. Make sure to cover all of the following — preserve my words verbatim where possible: Instructions I've given you about how to respond (tone, format, style, 'always do X', 'never do Y'). Personal details: name, location, job, family, interests. Projects, goals, and recurring topics. Tools, languages, and frameworks I use. Preferences and corrections I've made to your behavior. Any other stored context not covered above. Do not summarize, group, or omit any entries. After the code block, confirm whether that is the complete set or if any remain.* + +You can customize this prompt to exclude any sensitive information before importing into Claude. If your current service supports generating files, you can also ask it to export your memory as a Markdown file so you can save a copy for your records. + +#### Step 2: Open the import flow in Claude + +There are two ways to start the import: + +- Go to **[Settings > Capabilities](http://claude.ai/settings/capabilities)**, find the **Memory** section, and select “Start import.” +- From the home screen, click “Get started” on the "Import memory to Claude" card. + +The import flow will display the prompt shown above, along with a text box where you can paste the results. + +#### Step 3: Paste your exported memory and import + +Paste the exported text from your previous AI provider into the text box and click the “Add to memory” button to submit it. Claude will extract key information and store it as individual memory edits. You can review these edits by clicking “Manage edits.” + +Once the import is complete, you'll see your updated memory within 24 hours. Click the “See what Claude learned about you” button to start a new conversation using this prompt: "I updated my memory. What did you learn about me?" + +Claude's memory is designed to focus on work-related topics to enhance its effectiveness as a collaborator. As a result, Claude may not retain imported personal details unrelated to work. If you want to add specific information into Claude's memory, go to **[Settings > Capabilities](http://claude.ai/settings/capabilities)**, click “View and edit your memory,” and add that information as an edit. + +> **Important: **Memory imports are **experimental and still in active development, **and at this stage,** **Claude may not always successfully incorporate imported memories. + +## Export memory from Claude + +To view your memory exactly how Claude sees it, go to **[Settings > Capabilities](http://claude.ai/settings/capabilities)** and click “View and edit your memory.” Alternatively, you can access memory directly in a chat with Claude by asking it, "Write out your memories of me verbatim, exactly as they appear in your memory." You can save this exported memory as a backup or bring it to another AI service by copying and pasting it into a local file on your computer. + +## Related Articles +- [Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context) +- [Claude for Nonprofits Partnership Guide for All Users](https://support.claude.com/en/articles/12923901-claude-for-nonprofits-partnership-guide-for-all-users) +- [Your first day in Claude Code](https://support.claude.com/en/articles/14552382-your-first-day-in-claude-code) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) +- [Claude Code communications kit](https://support.claude.com/en/articles/14555877-claude-code-communications-kit) diff --git a/claude/claude/features-and-capabilities/12293051-using-claude-in-xcode.md b/claude/claude/features-and-capabilities/12293051-using-claude-in-xcode.md new file mode 100644 index 0000000000000000000000000000000000000000..44a65610653efabb153747d394bbff06f3243ea1 --- /dev/null +++ b/claude/claude/features-and-capabilities/12293051-using-claude-in-xcode.md @@ -0,0 +1,55 @@ +--- +title: "Using Claude in Xcode" +title_slug: "using-claude-in-xcode" +source_url: "https://support.claude.com/en/articles/12293051-using-claude-in-xcode" +last_updated_iso: "2026-03-16T21:24:31Z" +article_id: "13660497" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Using Claude in Xcode + +_Last updated: 2026-03-16T21:24:31Z_ + +> Claude in Xcode is available for individuals with Pro and Max plans, and users with premium seats on Team and Enterprise plans. + +Claude Sonnet 4 is now available in Xcode 26, bringing AI-powered coding assistance directly to Apple's integrated development environment (IDE). + +## What you can do with Claude in Xcode + +Claude Sonnet 4 powers several coding intelligence features in Xcode: + +#### Coding assistant + +Ask questions about your code in natural language. Claude understands your project's context and remembers your conversation as you work. You can attach files and get help with debugging issues, improving code structure, and developing new features. + +#### Coding tools + +- Generate documentation for your code +- Get explanations of highlighted sections +- Create SwiftUI previews and playgrounds +- Make inline code changes directly in your editor +- Automatically fix warnings and errors + +## Getting started with Claude in Xcode + +To start using Claude in Xcode: + +1. [Download Xcode 26](https://apps.apple.com/us/app/xcode/id497799835?mt=12) from the Mac App Store. +2. Open Xcode preferences and navigate to the Intelligence settings. +3. Log in with your Claude account. + + + +## Usage limits + +Your Claude usage limits are shared across all platforms, so your chats with Claude and coding work in Xcode will draw from the same limits with a five-hour reset period, and will count towards your weekly usage limits. You will see the following message upon reaching either of your limits: “You've reached your rate limit, please try again later.” + +## Related Articles +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [Claude Console roles and permissions](https://support.claude.com/en/articles/10186004-claude-console-roles-and-permissions) +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/features-and-capabilities/12512176-what-are-skills.md b/claude/claude/features-and-capabilities/12512176-what-are-skills.md new file mode 100644 index 0000000000000000000000000000000000000000..86e2374809286528934c2cdbff9823d7ab7c1087 --- /dev/null +++ b/claude/claude/features-and-capabilities/12512176-what-are-skills.md @@ -0,0 +1,108 @@ +--- +title: "What are Skills?" +title_slug: "what-are-skills" +source_url: "https://support.claude.com/en/articles/12512176-what-are-skills" +last_updated_iso: "2026-03-31T20:36:50Z" +article_id: "13961678" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# What are Skills? + +_Last updated: 2026-03-31T20:36:50Z_ + +Skills are folders of instructions, scripts, and resources that Claude loads dynamically to improve performance on specialized tasks. Skills teach Claude how to complete specific tasks in a repeatable way, whether that's creating documents with your company's brand guidelines, analyzing data using your organization's specific workflows, or automating personal tasks. + +> Skills are available for users on Free, Pro, Max, Team, and Enterprise plans. This feature requires **[code execution to be enabled](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)**. Skills are also available in beta for Claude Code users and for all API users using the code execution tool. + +--- + +## How do Skills work? + +Skills improve Claude’s consistency, speed, and performance on many tasks. Skills work through progressive disclosure—Claude determines which Skills are relevant and loads the information it needs to complete that task, helping to prevent context window overload. + +When you ask Claude to complete a task, it reviews available Skills, loads relevant ones, and applies their instructions. + +--- + +## Types of Skills + +#### Anthropic Skills + +These are Skills created and maintained by Anthropic, such as enhanced document creation for Excel, Word, PowerPoint, and PDF files. Anthropic Skills are available to all users and Claude invokes them automatically when relevant. + +#### Custom Skills + +These are Skills you or your organization create for specialized workflows and domain-specific tasks. Here are some potential workflows you could enable using custom Skills: + +- Apply brand style guidelines to documents and presentations. +- Generate communications following company email templates. +- Structure meeting notes with company-specific formats. +- Create tasks in company tools (JIRA, Asana, Linear) following team conventions. +- Execute company-specific data analysis workflows. +- Automate personal workflows and customize Claude to match your work style. + +#### Organization provisioned skills + +For Team and Enterprise plans, organization Owners can provision skills for all users. Skills provisioned in this way appear automatically in every team member's Skills list and can be set as enabled or disabled by default. This allows organizations to: + +- Distribute approved workflows consistently across all employees +- Ensure teams use standardized procedures and best practices +- Deploy new capabilities without requiring individual uploads + +Learn more about provisioning skills in **[Provision and manage Skills for your organization](https://support.claude.com/en/articles/13119606-managing-skills-as-an-admin)**. + +#### Partner skills + +The Skills Directory features professionally-built skills from partners like Notion, Figma, Atlassian, and others. These skills are designed to work seamlessly with their respective MCP connectors, enabling powerful integrated workflows. + +--- + +## Key benefits + +**Improvement in Claude’s performance of specific tasks**: Skills provide specialized capabilities for tasks like document creation, data analysis, and domain-specific work that requires supplementing Claude's general knowledge. + +**Organizational knowledge capture**: Package your company's workflows, best practices, and institutional knowledge for Claude to use consistently across your team. + +**Easy customization**: Anyone can create Skills by writing instructions in Markdown—no coding required for simple Skills, though you can attach executable scripts to custom Skills for more advanced functionality. + +**Centralized management for organizations:** Team and Enterprise plan Owners can provision skills organization-wide, ensuring consistent workflows across teams without requiring individual setup from each user. + +--- + +## Agent Skills open standard + +The Agent Skills specification is published as an open standard at **[agentskills.io](https://agentskills.io)**. This means skills you create aren't locked to Claude—the same skill format works across AI platforms and tools that adopt the standard. A reference Python SDK is also available for developers implementing skills support in their own platforms. + +--- + +## Skills compared to other Claude capabilities + +#### Skills vs. projects + +**[Projects](https://support.claude.com/en/articles/9517075-what-are-projects)** provide static background knowledge that's always loaded when you start chats within them. Skills provide specialized procedures that activate dynamically when needed and work everywhere across Claude. + +#### Skills vs. MCP (Model Context Protocol) + +MCP connects Claude to external services and data sources. Skills provide procedural knowledge—instructions for how to complete specific tasks or workflows. You can use both together: MCP connections give Claude access to tools, while Skills teach Claude how to use those tools effectively. + +#### Skills vs. custom instructions + +**[Custom instructions](https://support.claude.com/en/articles/10185728-understanding-claude-s-personalization-features)** apply broadly to all your conversations. Skills are task-specific and only load when relevant, making them better for specialized workflows. + +--- + +## Learn more about Skills + +To discover available Skills, check out the directory by clicking "Customize" in your account and navigating to "Skills." You can click "+" then "Browse skills" to open the directory. For more information, see **[Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory)**. + +For more details about how Skills work, see **[Agent Skills](https://platform.claude.com/docs/en/agents-and-tools/agent-skills/overview)** in our Claude Docs. + +## Related Articles +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [How to create custom Skills](https://support.claude.com/en/articles/12512198-how-to-create-custom-skills) +- [Anthropic Software Directory Policy](https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) diff --git a/claude/claude/features-and-capabilities/12512180-use-skills-in-claude.md b/claude/claude/features-and-capabilities/12512180-use-skills-in-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..31f1fecf74b537395b6dea499d2739983d6fbbd8 --- /dev/null +++ b/claude/claude/features-and-capabilities/12512180-use-skills-in-claude.md @@ -0,0 +1,234 @@ +--- +title: "Use Skills in Claude" +title_slug: "use-skills-in-claude" +source_url: "https://support.claude.com/en/articles/12512180-use-skills-in-claude" +last_updated_iso: "2026-04-13T15:56:14Z" +article_id: "13961685" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Skills in Claude + +_Last updated: 2026-04-13T15:56:14Z_ + +> Skills are available for users on Free, Pro, Max, Team, and Enterprise plans. This feature requires **[code execution to be enabled](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)**. Skills are also available in beta for Claude Code users and for all API users using the code execution tool. + +Skills extend Claude's capabilities by giving it access to specialized knowledge and workflows. This guide shows you how to enable, discover, and use Skills in Claude. + +## Prerequisites + +**For Enterprise plans:** Owners must first enable both **Code execution and file creation** and **Skills **in **[Organization settings > Skills](https://claude.ai/admin-settings/skills)**. Owners can also upload skills to provision them organization-wide—these skills automatically appear for all users. Once Skills are enabled at the organization level, individual members can toggle on example skills, access provisioned skills, and upload their own personal skills in **[Customize > Skills](https://claude.ai/customize/skills)**. + +**For Team plans:** This feature is enabled by default at the organization level. Once enabled, individual members can toggle on example skills and upload their own in **[Customize > Skills](https://claude.ai/customize/skills)**. + +**For Max, Pro, and Free plans:** You can enable example skills and upload your own in **[Customize > Skills](https://claude.ai/customize/skills)**. + +--- + +## How to enable Skills + +1. For Team / Enterprise plans: Navigate to **[Organization settings > Skills](https://claude.ai/admin-settings/skills)** and ensure that both **Code execution and file creation** and **Skills** are enabled. +2. For individual Free, Pro, and Max plans: Navigate to **[Settings > Capabilities](https://claude.ai/settings/capabilities)** and ensure that **Code execution and file creation** is enabled. +3. Go to **[Customize > Skills](https://claude.ai/customize/skills)**. +4. Toggle individual skills on or off as needed. + +## Provision skills organization-wide + +Owners of Team and Enterprise organizations can provision skills for all users. These skills appear in your individual Skills list with a team indicator—you can toggle them on or off based on your preferences. For information on provisioning skills for your organization, see **[Provision and manage Skills for your organization](https://support.claude.com/en/articles/13119606-provisioning-and-managing-skills-for-your-organization#h_4dea113421)**. + +## Use Anthropic Skills + +Anthropic provides several built-in skills that are available to all users, including: + +- Enhanced Excel spreadsheet creation and manipulation +- Professional Word document creation +- PowerPoint presentation generation +- PDF creation and processing + +With **Code execution and file creation **on, Claude will automatically use these tools when relevant. You don't need to explicitly invoke them—Claude determines when each skill is needed based on your request. + +For example, if you ask Claude to "Create a PowerPoint presentation about Q3 results," Claude will automatically use the PowerPoint skill if the capability is enabled. + +## Add and use custom skills + +You can also create and upload your own skills to teach Claude your specific workflows: + +1. Create a skill following the skill structure (see **[How to create custom Skills](https://support.claude.com/en/articles/12512198-creating-custom-skills)** for detailed instructions). +2. Package your skill folder as a ZIP file. +3. Navigate to **[Customize > Skills](https://claude.ai/customize/skills)**. +4. To add custom skills, click the "+" button, then “+ Create skill.” +5. Select "Upload a skill.” +6. Upload a ZIP file containing your skill folder. +7. Your skill will appear in your Skills list and can be toggled on or off. + +> **Note:** Custom skills you upload are private to your individual account. If you’re on a Team or Enterprise plan and want to share skills with your organization, see **[Provision skills for your organization](https://support.claude.com/en/articles/13119606-managing-skills-as-an-admin#h_4dea113421)**. + +--- + +## Share a skill + +On Team and Enterprise plans, you can share skills you've created with specific colleagues or with your entire organization. Skill sharing works in both chat and Cowork. + +> **Note:** Sharing is off by default. An owner must navigate to **[Organization settings > Skills](https://claude.ai/admin-settings/skills)** and enable the **Share with organization** toggle, the **Skill sharing** toggle, or both before the “Share” button appears. If you don't see the option to share, check with your organization owner. + +To share a skill: + +1. Navigate to[ **Customize > Skills**](https://claude.ai/customize/skills). +2. Open a skill you created. +3. Click "Share." +4. Choose who to share with: + - **Specific people:** Enter names or emails to share directly. The skill appears in each recipient's skills list, grayed out until they enable it. + - **Entire organization:** The skill is published to your organization's directory, where anyone can find and install it. +5. Click [placeholder: "Share" / "Done"]. + +Shared skills are view-only. Recipients can enable and use the skill, but they can't edit the contents. If you update the skill later, recipients automatically get the updated version. + +## Use skills shared with you + +On Team and Enterprise plans, your skills list in **[Customize > Skills](https://claude.ai/customize/skills)** is organized into three sections: + +- **Personal skills:** Skills you've created or uploaded yourself. +- **Shared skills:** Skills colleagues have shared with you directly. These appear grayed out until you enable them. +- **Organization skills:** Skills shared org-wide and skills your owner has provisioned. You install these from the directory rather than enabling them from the list. + +#### Enable a skill shared with you directly + +1. Find the skill in the **Shared with you** section of your skills list. +2. Toggle it on. + +You can toggle the skill off again at any time, or delete it from your list entirely if you don't want it. + +#### Install a skill from your organization's directory + +1. In Cowork, click **Customize** in the left sidebar, then click [placeholder: the "+" button] to open the directory. +2. Click the **Skills** tab. +3. Find the skill you want and click "Install." + +Skills you install from the directory can be toggled off, which removes them from your sidebar. They remain in the directory so you can re-enable them later. For more on browsing the directory, see **[Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory)**. + +--- + +## Use Skills in Excel and PowerPoint + +Skills you've enabled in your Claude settings are also available in the Claude for Excel and Claude for PowerPoint add-ins. Claude applies relevant Skills automatically while you work—you don't need to invoke them separately. + +**How triggering works in the add-ins:** + +- Type `/` in the sidebar to see available Skills and select one (for example, `/debug` or `/deck-check`). +- Or describe your task naturally—Claude recognizes when a Skill applies and uses it. + +Claude adapts skills to the surface it’s in. A research skill may produce a Word document in Cowork, but detailed data breakdowns in Excel. + +Some skills may work better on one surface than others. If you let Claude work across apps, Claude can orchestrate another app to apply the skill. + +If you build a Skill with a specific Excel or PowerPoint template, Claude for Excel and Powerpoint can load that template exactly into the current open file. + +#### Instructions + +Each add-in also has an **Instructions** field for persistent preferences — see **[Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-in-excel)** and **[Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-in-powerpoint)** for details. + +--- + +## Manage your Skills + +#### View your Skills + +All your skills are listed in **[Customize > Skills](https://claude.ai/customize/skills)**. You can see: + +- Anthropic skills (created, tested, and maintained by Anthropic) +- Custom skills you've uploaded +- When each skill was enabled or uploaded +- A brief description of what each skill does + +#### Enable/disable your Skills + +Toggle any skill on or off using the switch next to it. Disabled skills won't be available to Claude. + +#### Delete custom Skills + +To remove a custom skill you've uploaded: + +1. Navigate to **[Customize > Skills](https://claude.ai/customize/skills)**. +2. Find the skill in your Skills list and click on it to view the details. +3. Use the toggle in the upper right corner to disable the skill. +4. To delete the custom skill entirely, click the "..." button next to the toggle, then select "Delete": + +  +5. Click "Delete" in the confirmation prompt. + +If you change your mind, you can add the skill again by re-uploading the file. + +--- + +## Privacy and security details + +For Team and Enterprise plans, organization owners can provision skills for all users through organization settings, and individuals can share skills with colleagues or organization-wide if an owner has enabled sharing. On all other plans, each person uploads skills to their own account. + +Note that skills may include, or instruct Claude to install, third-party packages and software for Claude to use when completing a task. See **[our guidance on Claude's container environment](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_0ee9d698a1)** for details on Claude's container environment and **[the API documentation](https://docs.claude.com/en/docs/agents-and-tools/tool-use/code-execution-tool#containers)** for API's container environment. + +#### What are the primary risks of using Skills? + +The most significant risks are prompt injection, which allows Claude to be manipulated to execute unintended actions, and data exfiltration, caused by malicious package code or prompt-injected data leaks. We’ve implemented several mitigations to these risks. Refer to **[our security considerations for code execution](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_0ee9d698a1)** for more information. + +> **Important: **Only install skills only from trusted sources. + +When installing a skill from a less-trusted source—including one shared by a colleague—review it before enabling. Start by reading the contents of the files bundled in the skill to understand what it does, paying particular attention to code dependencies and bundled resources like images or scripts. Similarly, pay attention to instructions or code within the skill that instruct Claude to connect to potentially untrusted external network sources. + +--- + +## Troubleshooting + +#### Skills section not visible + +Ensure code execution is enabled in **[Settings > Capabilities](https://claude.ai/settings/capabilities)** (Free, Pro, Max) or **[Organization settings > Skills](https://claude.ai/admin-settings/skills)** (Team, Enterprise). Then navigate to **[Customize > Skills](https://claude.ai/customize/skills)** to access your skills. Skills require the code execution environment to function. + +#### Claude isn’t using a Skill + +- Verify the Skill is toggled on in **[Customize > Skills](https://claude.ai/customize/skills)**. +- Check that the Skill's description field clearly explains when it should be used. +- Ensure the Skill's instructions are clear and well-structured. +- Try being more explicit in your request (e.g., "Use my brand guidelines skill to create a presentation"). + +#### Upload errors + +Common reasons for upload failures: + +- ZIP file exceeds size limits +- Skill folder name doesn't match the skill name +- Missing required Skill.md file +- Invalid characters in skill name or description + +#### Skills greyed out + +If Skills appear greyed out, code execution may be disabled at the organization level (for Team and Enterprise plans) or individually. Check with your organization's Owner (Team, Enterprise) or make sure to enable code execution in **[Settings > Capabilities](https://claude.ai/settings/capabilities)** (Free, Pro, Max). + +#### Share button not visible + +Skill sharing for Team and Enterprise plans is off by default. An organization owner must enable peer-to-peer or peer-to-org sharing before you can share skills. Contact your organization owner if you'd like sharing enabled. + +--- + +## Best practices + +**Start simple. **Begin with Anthropic's pre-built Skills to understand how they work before creating custom skills. + +**Be specific. **Write clear descriptions when writing custom skills. A specific description tells Claude when to invoke your skill. + +**Test your skills. **After uploading a custom skill, test it with a few different prompts to ensure it works as expected. + +**Organize by purpose. **Create separate skills for different purposes rather than a single skill that’s meant to do everything. + +--- + +## Learn more about using Skills + +Refer to **[Teach Claude your way of working using Skills](https://support.claude.com/en/articles/12580051-teach-claude-your-way-of-working-using-skills)** for more information and video demonstrations. + +## Related Articles +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [What are Skills?](https://support.claude.com/en/articles/12512176-what-are-skills) +- [Provision and manage Skills for your organization](https://support.claude.com/en/articles/13119606-provision-and-manage-skills-for-your-organization) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory) diff --git a/claude/claude/features-and-capabilities/12512198-how-to-create-custom-skills.md b/claude/claude/features-and-capabilities/12512198-how-to-create-custom-skills.md new file mode 100644 index 0000000000000000000000000000000000000000..06f8230622c247330d4b3e6406154c7795f46983 --- /dev/null +++ b/claude/claude/features-and-capabilities/12512198-how-to-create-custom-skills.md @@ -0,0 +1,172 @@ +--- +title: "How to create custom Skills" +title_slug: "how-to-create-custom-skills" +source_url: "https://support.claude.com/en/articles/12512198-how-to-create-custom-skills" +last_updated_iso: "2026-03-16T21:27:45Z" +article_id: "13961718" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# How to create custom Skills + +_Last updated: 2026-03-16T21:27:45Z_ + +> Skills are available for users on free, Pro, Max, Team, and Enterprise plans. This feature requires **[code execution to be enabled](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)**. Skills are also available in beta for Claude Code users and for all API users using the code execution tool. + +Custom Skills let you enhance Claude with specialized knowledge and workflows specific to your organization or personal work style. This article explains how to create, structure, and test your own Skills. + +Skills can be as simple as a few lines of instructions or as complex as multi-file packages with executable code. The best Skills: + +- Solve a specific, repeatable task +- Have clear instructions that Claude can follow +- Include examples when helpful +- Define when they should be used +- Are focused on one workflow rather than trying to do everything + +--- + +## Create a Skill.md file + +Every Skill consists of a directory containing at minimum a Skill.md file, which is the core of the Skill. This file must start with a YAML frontmatter to hold name and description fields, which are required metadata. It can also contain additional metadata, instructions for Claude or reference files, executable scripts, or tools. + +#### Required metadata fields + +**name:** A human-friendly name for your Skill (64 characters maximum) + +- **Example:** Brand Guidelines + +**description:** A clear description of what the Skill does and when to use it. + +- This is critical—Claude uses this to determine when to invoke your Skill (200 characters maximum). +- **Example:** Apply Acme Corp brand guidelines to presentations and documents, including official colors, fonts, and logo usage. + +#### Optional metadata fields + +**dependencies:** Software packages required by your Skill. + +- **Example:** python>=3.8, pandas>=1.5.0 + +The metadata in the Skill.md file serves as the first level of a progressive disclosure system, providing just enough information for Claude to know when the Skill should be used without having to load all of the content. + +#### Markdown body + +The Markdown body is the second level of detail after the metadata, so Claude will access this if needed after reading the metadata. Depending on your task, Claude can access the Skill.md file and use the Skill. + +#### Example Skill.md + +**Brand guidelines skill** + +``` +## Metadata
name: Brand Guidelines
description: Apply Acme Corp brand guidelines to all presentations and documents
## Overview
This Skill provides Acme Corp's official brand guidelines for creating consistent, professional materials. When creating presentations, documents, or marketing materials, apply these standards to ensure all outputs match Acme's visual identity. Claude should reference these guidelines whenever creating external-facing materials or documents that represent Acme Corp.
## Brand Colors
Our official brand colors are:
- Primary: #FF6B35 (Coral)
- Secondary: #004E89 (Navy Blue)
- Accent: #F7B801 (Gold)
- Neutral: #2E2E2E (Charcoal)
## Typography
Headers: Montserrat Bold
Body text: Open Sans Regular
Size guidelines:
- H1: 32pt
- H2: 24pt
- Body: 11pt
## Logo Usage
Always use the full-color logo on light backgrounds. Use the white logo on dark backgrounds. Maintain minimum spacing of 0.5 inches around the logo.
## When to Apply
Apply these guidelines whenever creating:
- PowerPoint presentations
- Word documents for external sharing
- Marketing materials
- Reports for clients
## Resources
See the resources folder for logo files and font downloads. +``` + +## Add resources + +If you have too much information to add to a single Skill.md file (e.g., sections that only apply to specific scenarios), you can add more content by adding files within your Skill directory. For example, add a REFERENCE.md file containing supplemental and reference information to your Skill directory. Referencing it in Skill.md will help Claude decide if it needs to access that resource when executing the Skill. + +## Add scripts + +For more advanced Skills, attach executable code files to Skill.md, allowing Claude to run code. For example, our document skills use the following programming languages and packages: + +- Python (pandas, numpy, matplotlib) +- JavaScript/Node.js +- Packages to help with file editing +- visualization tools + +> **Note:** Claude and Claude Code can install packages from standard repositories (Python PyPI, JavaScript npm) when loading Skills. It’s not possible to install additional packages at runtime with API Skills—all dependencies must be pre-installed in the container. + +--- + +## Package your skill + +Once your Skill folder is complete: + +1. Ensure the folder name matches your Skill's name. +2. Create a ZIP file of the folder. +3. The ZIP should contain the Skill folder as its root (not a subfolder). + +**Correct structure:** + +my-Skill.zip + +└── my-Skill/ + +├── Skill.md + +└── resources/ + +**Incorrect structure:** + +my-Skill.zip + +└── (files directly in ZIP root) + +--- + +## Test your skill + +#### Before uploading + +1. Review your Skill.md for clarity + +2. Check that the description accurately reflects when Claude should use the Skill + +3. Verify all referenced files exist in the correct locations + +4. Test with example prompts to ensure Claude invokes it appropriately + +#### After uploading to Claude + +1. Enable the Skill in **[Customize > Skills](https://claude.ai/customize/skills)**. + +2. Try several different prompts that should trigger it + +3. Review Claude's thinking to confirm it's loading the Skill + +4. Iterate on the description if Claude isn't using it when expected + +> **Note for Team and Enterprise plans:** To make a skill available to all users in your organization, see **[Provision and manage Skills for your organization](https://support.claude.com/en/articles/13119606-provisioning-and-managing-skills-for-your-organization)**. + +--- + +## Best practices + +**Keep it focused: **Create separate Skills for different workflows. Multiple focused Skills compose better than one large Skill. + +**Write clear descriptions: **Claude uses descriptions to decide when to invoke your Skill. Be specific about when it applies. + +**Start simple: **Begin with basic instructions in Markdown before adding complex scripts. You can always expand on the Skill later. + +**Use examples: **Include example inputs and outputs in your Skill.md file to help Claude understand what success looks like. + +**Test incrementally: **Test after each significant change rather than building a complex Skill all at once. + +**Skills can build on each other:** While Skills can't explicitly reference other Skills, Claude can use multiple Skills together automatically. This composability is one of the most powerful parts of the Skills feature. + +**Review the open Agent Skills specification:** Follow the guidelines at **[agentskills.io](http://agentskills.io)**, so skills you create can work across platforms that adopt the standard. + +For a more in-depth guide to skill creation, refer to **[Skill authoring best practices](https://platform.claude.com/docs/en/agents-and-tools/agent-skills/best-practices)** in our Claude Docs. + +--- + +## Security considerations + +- Exercise caution when adding scripts to your Skill.md file. +- Don't hardcode sensitive information (API keys, passwords). +- Review any Skills you download before enabling them. +- Use appropriate MCP connections for external service access. + +--- + +## Example skills to reference + +Visit our repository on GitHub for example Skills you can use as templates: **[https://github.com/anthropics/skills/tree/main/skills](https://github.com/anthropics/skills/tree/main/skills)**. + +## Related Articles +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [What are Skills?](https://support.claude.com/en/articles/12512176-what-are-skills) +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) +- [Claude Code user FAQ](https://support.claude.com/en/articles/14554922-claude-code-user-faq) diff --git a/claude/claude/features-and-capabilities/12650343-use-claude-for-excel.md b/claude/claude/features-and-capabilities/12650343-use-claude-for-excel.md new file mode 100644 index 0000000000000000000000000000000000000000..955494060382b01a96024edf47bb8ac7dc7ae52b --- /dev/null +++ b/claude/claude/features-and-capabilities/12650343-use-claude-for-excel.md @@ -0,0 +1,460 @@ +--- +title: "Use Claude for Excel" +title_slug: "use-claude-for-excel" +source_url: "https://support.claude.com/en/articles/12650343-use-claude-for-excel" +last_updated_iso: "2026-04-16T13:44:13Z" +article_id: "14205991" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Claude for Excel + +_Last updated: 2026-04-16T13:44:13Z_ + +> Claude for Excel is currently in beta and available to Pro, Max, Team, and Enterprise plans. + +Claude for Excel is an add-in that integrates Claude into your Excel workflow. It's designed for professionals who work extensively with spreadsheets, particularly in financial analysis and modeling. + +With Claude for Excel, you can: + +- Ask questions about your workbook and get answers with cell-level citations +- Update assumptions while preserving formula dependencies +- Debug errors and identify their root causes +- Build new models or fill existing templates +- Navigate complex multi-tab workbooks seamlessly +- Use connectors to bring context from your other tools directly into your spreadsheets + +--- + +## Get started with Claude for Excel + +#### Supported versions + +- Excel on the web +- Excel on Windows (Microsoft 365 subscription, build 16.0.13127.20296+) +- Excel on Mac (version 16.46+, build 21011600+) +- Excel on iPad (version 2.51+) + +#### For individuals + +1. Navigate to the **[Claude for Excel listing on Microsoft Marketplace](https://marketplace.microsoft.com/en-us/product/saas/wa200009404?tab=overview)**. +2. Click "Get it now" to install the add-in. +3. Open Excel, activate the add-in, and sign in with your Claude account. + +#### For admins + +**Deploy Claude** **for** **Excel to your organization:** + +1. Visit the **[Microsoft 365 Admin Center](https://admin.microsoft.com/)**. +2. Navigate to **Settings > Org Settings > User owned apps and services** and ensure that **[“Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center?view=o365-worldwide#manage-add-in-downloads-by-turning-onoff-microsoft-marketplace-across-all-apps-except-outlook)** is toggled on. +3. Navigate to **Settings > Integrated apps > Add-ins**. +4. Search for "Claude by Anthropic for Excel" in Microsoft AppSource. +5. Deploy the add-in to your organization or specific users. +6. Share these instructions with your team: **[Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide)**. + +After installation, team members can open Excel, activate the Claude add-in (from **Tools > Add-ins** on Mac or **Home > Add-ins** on Windows), sign in with their Claude credentials, and start working with their spreadsheets. + +> **Important:** Organizations that have disabled "Let users access the Office Store" may find that admin-deployed add-ins don't appear for users. To work around this, deploy using the manifest XML files provided below. + +For IT administrators deploying to multiple users: + +#### Step 1: Obtain the custom manifest + +1. Click **[this link](http://pivot.claude.ai/manifest-excel.xml)** to download the custom manifest XML file. +2. Save this file to a secure location. + +#### Step 2: Access Microsoft 365 Admin Center + +1. Navigate to **[https://admin.microsoft.com](https://admin.microsoft.com)** +2. Sign in with your admin credentials. +3. Go to **Settings** > **Integrated apps.** + +#### Step 3: Upload the custom add-in + +1. Click "Upload custom apps" +2. Select "Office Add-in." +3. Choose "I have a manifest file on this device." +4. Browse and select the Claude for Excel manifest XML file. +5. Click "Upload." + +#### Step 4: Assign Users + +Choose your deployment scope: + +- **Entire organization**: All users get access +- **Specific users**: Enter individual email addresses +- **Specific groups**: Select security groups or distribution lists +- **Just yourself**: For admin testing only + +#### Step 5: Deploy + +1. Review deployment settings. +2. Click "Deploy." +3. Add-in will be available within minutes (may take up to 24 hours for full organization rollout). + +#### Step 6: User access + +- Users will see Claude appear in Excel's Home ribbon. +- First-time users will need to sign in with their Claude accounts +- No additional installation required by users. + +#### Connect through an LLM gateway + +If your organization routes API traffic through an internal LLM gateway connected to Amazon Bedrock, Google Cloud Vertex AI, or Microsoft Azure, you can use the add-in without a Claude account. This is the same gateway pattern used by Claude Code. + +For setup instructions and gateway requirements, see **[Use Claude for Excel and PowerPoint with an LLM gateway](https://support.claude.com/en/articles/13945233-use-claude-in-excel-and-powerpoint-with-an-llm-gateway)**. + +--- + +## Key features + +#### Read and understand complex models + +Ask Claude questions about specific cells, formulas, or entire sections of your workbook. Claude can navigate across multiple tabs and provides answers with direct citations to referenced cells. + +**Example prompts:** + +- "What assumptions drive the revenue forecast in Q3?" +- "Explain how the WACC calculation flows through the DCF model" + +#### Update assumptions safely + +Modify values and inputs while Claude maintains all formula dependencies and relationships. Every change is highlighted with clear explanations. + +**Example prompts:** + +- "Increase growth rate by 2% and show the impact on terminal value" +- "Update interest rate assumptions based on latest Fed guidance" + +#### Build and fill templates + +Create spreadsheets from scratch or populate existing templates with new data, formulas, and assumptions. + +**Example prompts:** + +- "Build a three-statement model for a SaaS company" +- "Fill this DCF template with data from the uploaded 10-K" + +#### Debug and fix errors + +Identify error sources (like #REF!, #VALUE!, or circular references) and get actionable fixes that maintain spreadsheet integrity. + +**Example prompts:** + +- "Why is this NPV calculation returning #VALUE?" +- "Find all circular references in this workbook" + +#### Change tracking and citations + +Claude highlights every cell it updates and provides explanatory comments. When explaining calculations, Claude includes clickable citations that navigate directly to referenced cells. + +#### Edit and format natively + +Claude can now apply a range of Excel-native operations directly, including sorting and filtering data, editing pivot tables and charts, applying conditional formatting rules, setting data validation, and preparing workbooks for printing with finance-specific formatting tools. + +**Example prompts:** + +- "Sort this table by revenue, descending" +- "Add a conditional format that highlights cells below the target threshold in red" +- "Set up a dropdown for the status column with options: Active, Pending, Closed" +- "Toggle off gridlines and set the print area to A1:F20" + +#### Support for connectors + +Connect your other tools to give Claude context beyond what's in your spreadsheet. All connectors configured in your Claude settings are supported, including custom connectors. + +To connect a tool, open the Claude sidebar and select the connectors icon to see available options. + +Custom connectors can introduce security risks. Before enabling them, review **[Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#h_b79c05dfcd)** for guidance on what to consider. + +#### Use Skills in Excel + +Skills you've enabled in your Claude settings are also available in the Claude for Excel add-in. Claude applies relevant Skills automatically while you work—you don't need to invoke them separately. + +You can also type / in the sidebar to see available Skills and select one directly (for example, /debug or /clean-up). Skills that aren't relevant to Excel are excluded from this list. + +To learn more about enabling and managing Skills, see **[Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude)**. + +#### Set persistent instructions + +Use the **Instructions** field in the add-in sidebar to set preferences that apply to every conversation in Excel. Instructions are useful for things like formatting conventions (for example, "always use IB formatting: blue for inputs, black for formulas"), preferred output style, or recurring context Claude should know about your workflow. + +Instructions you set in Excel only apply to Excel — they're separate from any Instructions you set in PowerPoint. + +--- + +## Technical specifications + +**Supported file formats:** + +- .xlsx files +- .xlsm files + +**What's preserved:** + +- Formulas and dependencies +- Cell relationships +- Existing formatting and structure + +--- + +## Context and session management + +- **Auto-compaction**: We **[automatically compact longer conversations](https://support.claude.com/en/articles/11647753-understanding-usage-and-length-limits#h_21b66a43b4)** into new conversations to avoid running out of context. +- **Session logging**: By turning this feature on in your settings, Claude will create a separate "Claude Log" tab in the Excel sheet to track your actions taken each turn. This allows Claude to maintain a history of its actions on the sheet. + - If Claude doesn't do this automatically, you can simply ask it to log its history and it should create a new logging tab. +- **Overwrite protection**: To avoid accidental data loss, Claude warns you before overwriting existing data. + +> **Note:** Your use of Claude for Excel is associated with your existing Claude account and is subject to the same usage limits. + +--- + +## Current limitations + +For Claude for Excel use, we automatically delete inputs and outputs on our backend within 30 days of receipt or generation, except in cases outlined in **[How long do you store my organization's data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data) **Data will be deleted after 30 days, but will be cached for a number of hours so users can access context in recently closed out documents. + +This is unlike our other commercial products (Team and Enterprise plans) that allow you to save and continue conversations with Claude. Chat history is not saved between sessions. + +Currently, observability and audibility are not available with this feature. Claude for Excel does not inherit custom data retention settings your organization might have set, and isn't included in Enterprise audit logs or the Compliance API at this time. + +Additionally, Claude does not have advanced Excel capabilities, including: + +- Data tables +- Macros +- VBA (Visual Basic for Applications) + +As a beta feature, Claude for Excel is **not recommended** for: + +- Final client deliverables without human review +- Audit-critical calculations without verification +- Replacing users’ financial judgment and expertise +- Models containing highly sensitive or regulated data without proper controls + +#### Unsupported versions + +- Excel 2016 / 2019 (perpetual/volume license) +- Excel on Android +- Older builds of Microsoft 365 Excel below the SharedRuntime threshold + +--- + +## Best practices + +To use Claude for Excel safely and effectively: + +- Always review changes before finalizing your work. +- Verify outputs match your organization's methodologies. +- Use appropriate permissions and access controls. +- Maintain human oversight for client-facing work. + +--- + +## Prompt injection attack risks + +Only use Claude for Excel with trusted spreadsheets and not spreadsheets from external untrusted sources (for example, downloaded templates, vendor files, collaborative documents, and data imports). + +An important risk that users of Claude for Excel and other AI tools that can read and manipulate spreadsheets is prompt injection attacks that hide malicious instructions in spreadsheet content (cells, formulas, comments, etc.) to trick the AI models into taking unintended actions. For example, a seemingly innocent template or data file received from an external party or downloaded from the internet might contain hidden instructions to "export all financial data to this external URL" or "modify these financial records." Claude may interpret these malicious instructions as legitimate requests from you. + +Our testing has identified edge scenarios where Claude for Excel can be manipulated to: + +- **Extract and share sensitive information **with bad actors through formulas, web searches containing your sensitive data, or file system access that exposes proprietary information. +- **Modify critical data** such as financial records. +- **Perform destructive actions **without verification (should you allow Claude to act without verifying its actions), exploiting Claude's helpful nature to delete or corrupt important data across multiple sheets. + +Users can approve all of Claude’s actions via a confirmation pop-up that appears when each tool is triggered: + +- External data fetching: WEBSERVICE, STOCKHISTORY, STOCKSERIES, TRANSLATE, and the CUBE* functions +- External imports: IMPORTDATA, IMPORTXML, IMPORTHTML, IMPORTFEED, FILTERXML +- Dynamic references: INDIRECT +- Command execution: DDE (Dynamic Data Exchange) +- Code execution: CALL, EVALUATE, FORMULA +- File system access: IMAGE, FILES, DIRECTORY, FOPEN, FWRITE, FCLOSE +- System information: REGISTER.ID, RTD, INFO + + + +While we continue to develop our offerings and improve safety measures to reduce these risks, users should exercise caution when using Claude for Excel and should not use it with spreadsheets from external, untrusted sources. + +--- + +## Example use cases + +#### Financial modeling + +**Build models** + +- "Build a 3-statement financial model for [company/industry]" +- "Create a SaaS metrics model with ARR, churn, and LTV calculations" +- "Build an LBO model with debt schedules and returns analysis" +- "Create a real estate pro forma for a multifamily acquisition" + +**Forecasting** + +- "Build a 12-month revenue forecast using historical trends" +- "Create a headcount capacity plan based on target client count" +- "Model cash flow projections for the next 3 years" + +**Scenario analysis** + +- "Add a downside case assuming revenue drops 15%" +- "Create base, bull, and bear scenarios with different growth assumptions" +- "Build a sensitivity table showing IRR across exit multiples and hold periods" + +#### Data analysis + +**Insights and trends** + +- "What trends stand out in 2025 vs 2024?" +- "Identify the top 10 customers by revenue and their growth rates" +- "Which product categories are underperforming vs budget?" + +**Variance analysis** + +- "Compare actuals to budget and explain the largest variances" +- "Which accounts have unusual changes vs prior month?" +- "Reconcile these two sheets and highlight discrepancies" + +**Categorization** + +- "Categorize these transactions into expense types" +- "Tag customer feedback by sentiment and topic" +- "Score each lead based on likelihood to convert" + +#### Data cleaning + +**Standardize formats** + +- "Convert all dates to YYYY-MM-DD format" +- "Standardize phone numbers to +1 (XXX) XXX-XXXX" +- "Clean up company names (remove Inc, LLC, Ltd variations)" + +**Fix data quality issues** + +- "Find and remove duplicate rows, keeping the most recent" +- "Identify and fix unicode/encoding errors" +- "Fill missing values based on patterns in the data" + +**Parse and transform** + +- "Extract company name from email domain" +- "Split full address into street, city, state, zip columns" +- "Convert this pivot table into a flat data table" + +#### Formulas + +**Troubleshooting** + +- "Find all #REF and #VALUE errors in this workbook" +- "Why is cell B4 showing an error? Trace the issue" +- "This SUMIF isn't returning the right result — what's wrong?" + +**Explanation** + +- "Explain what this formula does in plain English" +- "Trace this cell back to its source inputs" +- "Document all the formulas on this sheet" + +**Creation** + +- "Write a formula to calculate days of inventory from this data" +- "Create a VLOOKUP that pulls price from the rate table" +- "Build a formula that flags overdue invoices" + +#### Dashboards and reporting + +**Dashboards** + +- "Create an executive dashboard summarizing all worksheets" +- "Build a KPI scorecard with revenue, margins, and growth metrics" +- "Make an interactive summary with key charts and metrics" + +**Reports** + +- "Generate a monthly financial summary from the GL data" +- "Create a board-ready P&L with variance commentary" +- "Consolidate regional sheets into a company-wide report" + +**Charts** + +- "Create a waterfall chart showing revenue bridge" +- "Build a combo chart with revenue bars and margin line" +- "Make a cohort retention heatmap from this data" + +#### Formatting + +**Professional styling** + +- "Format this model using IB conventions (blue inputs, black formulas)" +- "Add headers, borders, and proper number formats" +- "Apply consistent formatting across all sheets" + +**Conditional formatting** + +- "Highlight negative values in red" +- "Color-code rows by status (green/yellow/red)" +- "Add data bars to show relative performance" + +#### Document import + +**PDF extraction** + +- "Extract the financial table from this PDF into Excel" +- "Pull the line items from this invoice PDF into my template" +- "Convert this scanned statement into editable data" + +**Template population** + +- "Fill in my deal template using data from this offering memo" +- "Populate the pitch template with these company metrics" +- "Map the imported CSV data to my standard format" + +#### Model review + +**Audit and validation** + +- "Check that all formulas link correctly across sheets" +- "Verify the balance sheet balances in all periods" +- "Find any hardcoded values that should be formulas" + +**Improvement** + +- "How can I simplify this model structure?" +- "What's missing from this valuation model?" +- "Suggest ways to make this more user-friendly" + +--- + +## Frequently asked questions + +#### Which models are available when using Claude for Excel? + +You can switch between Opus 4.7, Opus 4.6, and Sonnet 4.6 when using Claude for Excel. + +#### Does Claude understand financial modeling conventions? + +Yes, Claude is trained to recognize common financial modeling patterns, formula structures, and industry-standard calculations. However, always verify that outputs match your specific methodologies. + +#### Can I use Claude for Excel with sensitive data? + +Claude for Excel works within your existing security framework. For highly sensitive or regulated data, ensure you follow your organization's data handling policies. + +#### What happens to my chat history? + +Currently, chat history is not saved between sessions. Each time you open the add-in, you start a fresh conversation with Claude. However, we are working to support this in future versions of Claude for Excel. + +#### How does Claude access my spreadsheet? + +Claude reads the content of your currently open workbook, including cells, formulas, and tab structure. It can only access the workbook you have open in Excel. + +#### What if Claude makes a mistake? + +Claude highlights all changes it makes to your workbook. Review these changes carefully before saving or sharing your file. You can always undo changes using Excel's standard undo function. + +## Related Articles +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Work across Excel, PowerPoint, and Word](https://support.claude.com/en/articles/13892150-work-across-excel-powerpoint-and-word) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/features-and-capabilities/12864745-using-claude-in-microsoft-foundry.md b/claude/claude/features-and-capabilities/12864745-using-claude-in-microsoft-foundry.md new file mode 100644 index 0000000000000000000000000000000000000000..b55473cee66e8b7ddbfa4ca5d67abd37a104a3dd --- /dev/null +++ b/claude/claude/features-and-capabilities/12864745-using-claude-in-microsoft-foundry.md @@ -0,0 +1,33 @@ +--- +title: "Using Claude in Microsoft Foundry" +title_slug: "using-claude-in-microsoft-foundry" +source_url: "https://support.claude.com/en/articles/12864745-using-claude-in-microsoft-foundry" +last_updated_iso: "2026-03-16T21:22:26Z" +article_id: "14542585" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Using Claude in Microsoft Foundry + +_Last updated: 2026-03-16T21:22:26Z_ + +Claude Haiku 4.5, Sonnet 4.5, and Opus 4.1 models are available in public preview in Microsoft Foundry, where Azure customers can build production applications and enterprise agents. + +This integration enables developers to: + +- **Start building immediately:** Deploy Claude through Foundry's APIs, tools, and workflows. +- **Use your existing Azure agreements:** Claude is eligible for Microsoft Azure Consumption Commitment (MACC), and works with current Azure agreements and billing, eliminating separate vendor approvals. +- **Build in your preferred language:** Access Claude using Python, TypeScript, and C# SDKs with Microsoft Entra authentication. + +If you need support while using Claude through Microsoft Foundry, review the **[Azure AI services support and help options](https://learn.microsoft.com/en-us/azure/ai-foundry/foundry-agent/ask-foundry-agent)**. For specific details, including support channels, SLAs, escalation protocols, etc., please consult your Foundry agreement. + +Refer to [our Claude Docs](https://docs.claude.com/en/docs/build-with-claude/claude-in-microsoft-foundry) for more information. + +## Related Articles +- [How up-to-date is Claude's training data?](https://support.claude.com/en/articles/8114494-how-up-to-date-is-claude-s-training-data) +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/features-and-capabilities/13345190-get-started-with-claude-cowork.md b/claude/claude/features-and-capabilities/13345190-get-started-with-claude-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..85c6117ab97a9947e3fff013c0512a9f9cdcf6b9 --- /dev/null +++ b/claude/claude/features-and-capabilities/13345190-get-started-with-claude-cowork.md @@ -0,0 +1,263 @@ +--- +title: "Get started with Claude Cowork" +title_slug: "get-started-with-claude-cowork" +source_url: "https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork" +last_updated_iso: "2026-04-15T22:23:32Z" +article_id: "15229827" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Get started with Claude Cowork + +_Last updated: 2026-04-15T22:23:32Z_ + +This article explains how to use **[Claude Cowork](https://claude.com/product/cowork)**, which brings Claude Code's agentic capabilities to Claude Desktop for knowledge work beyond coding. + +## Availability + +Claude Cowork is available for paid plans (Pro, Max, Team, Enterprise) on: + +- **Claude Desktop for macOS** + - **[Click here](https://claude.ai/api/desktop/darwin/universal/dmg/latest/redirect)** to download +- **Claude Desktop for Windows** + - Cowork requires the latest version of Claude for Windows. Download or update at **[claude.com/download](https://claude.com/download)**. + +#### Will my computer support Claude Cowork? + +If you haven't installed Claude Desktop yet and want to check if your computer will support Cowork, click the link associated with your system to download a simple program that checks this for you: + +- **[macOS](https://claude.ai/api/desktop/darwin/universal/cowork-readiness-check/latest/redirect)** +- **[Windows arm64](https://claude.ai/api/desktop/win32/arm64/cowork-readiness-check/latest/redirect)** +- **[Windows x64](https://claude.ai/api/desktop/win32/x64/cowork-readiness-check/latest/redirect)** + +Open the program after downloading to run the Cowork readiness check. If you see "This computer is ready for Cowork," you can move forward. + +--- + +## What is Claude Cowork? + +Claude Cowork uses the same agentic architecture that powers Claude Code, now accessible within Claude Desktop and without opening the terminal. Instead of responding to prompts one at a time, Claude can take on complex, multi-step tasks and execute them on your behalf. + +With Cowork, you can describe an outcome, step away, and come back to finished work—formatted documents, organized files, synthesized research, and more. With scheduled tasks, Claude can complete work for you automatically, which isn't possible in regular chats outside of Cowork. With the introduction of projects in Cowork, you can organize related tasks into persistent, self-contained workspaces with their own files, links, instructions, and memory, making Cowork more powerful for recurring or long-running work. + +**Important:** + +- Cowork has unique risks due to its agentic nature and internet access. +- Cowork respects your current network egress permissions. + - **Important:** Network egress permissions don't apply to the **[web search tool](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)** or MCPs, including Claude in Chrome.* *Team or Enterprise plan owners can turn off web search for Cowork and Chat in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**, or Claude in Chrome via **[Organization settings > Claude in Chrome](http://claude.ai/admin-settings/browser-extension).** +- Cowork stores conversation history locally on your computer, so is not subject to Anthropic's **[data retention timeframe](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)**. +- Cowork activity is not captured in Audit Logs, Compliance API, or Data Exports. Do not use Cowork for regulated workloads. +- If you're a Team or Enterprise plan admin, you can **[use OpenTelemetry (OTel) to monitor Claude Cowork activity](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry)** across your organization. + - OpenTelemetry is **not** a replacement for audit logging. +- Please review **[Use Cowork safely](https://support.claude.com/en/articles/13364135-using-cowork-safely)** for more information. + +For important limitations and considerations for Team and Enterprise organizations using Cowork, see **[Cowork for Team and Enterprise plans](https://support.claude.com/en/articles/13455879-cowork-for-team-and-enterprise-plans)**. + +#### Key capabilities + +- **Direct local file access:** Claude can read from and write to your local files without manual uploads or downloads. +- **Sub-agent coordination:** Claude breaks complex work into smaller tasks and coordinates parallel workstreams to complete them. +- **Professional outputs:** Generate polished deliverables like Excel spreadsheets with working formulas, PowerPoint presentations, and formatted documents. +- **Long-running tasks:** Work on complex tasks for extended periods without conversation timeouts or context limits interrupting your progress. +- **Scheduled tasks:** Create and save tasks that you can have Claude run on-demand, or automatically on a cadence of your choosing. +- **Spreadsheets and presentations:** Cowork can produce spreadsheets and slides that can be further edited with Claude for Excel and Powerpoint. +- **Projects:** Group related tasks into separate workspaces with their own files, context, instructions, and memory. See **[Organize your tasks with projects in Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-cowork).** +- **Mobile access for Pro and Max:** Message Claude from your phone and get results delivered back to the same conversation. Claude works on your desktop using your local files and connectors — you just don't have to be sitting in front of it. See **[Assign tasks to Claude from anywhere in Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-to-claude-from-anywhere-in-cowork)**. + +--- + +## How Claude Cowork runs your tasks + +Cowork runs directly on your computer, giving Claude access to the files you choose to share. Code runs safely in an isolated space, but Claude can make real changes to your files. + +When you start a task in Cowork, Claude: + +1. Analyzes your request and creates a plan. +2. Breaks complex work into subtasks when needed. +3. Runs code and shell commands in an isolated virtual machine (VM) on your computer. +4. Coordinates multiple workstreams in parallel if appropriate. +5. Delivers finished outputs directly to your file system. + +You maintain visibility into what Claude is planning and doing throughout the process so you can steer when it matters, or let Claude run independently. + +--- + +## Get started + +#### Requirements + +- **Claude Desktop app:** Cowork requires the **[desktop app](https://support.claude.com/en/articles/10065433-installing-claude-desktop)** for macOS or Windows and is not available on web or mobile. +- **Paid Claude subscription:** Cowork is available to paid Claude plans (Pro, Max, Team, Enterprise) only. +- **Active internet connection:** Required throughout the session. + +#### Access Claude Cowork + +1. Open Claude Desktop. +2. Look for the mode selector that includes "Chat" and the Cowork tab. +3. Click the "Cowork" tab to switch modes to "Tasks". +4. Describe the task you want Claude to complete. +5. Review Claude's approach, then let it run. + +> **Note:** The Claude Desktop app must remain open while Claude is working. If you close the app, your session will end. + +## What to expect during a task + +When Claude is working on a task in Cowork: + +- **Progress indicators** show what Claude is doing at each step. +- **Transparency:** Claude surfaces its reasoning and approach so you can follow along. +- **Steering:** You can jump in to course-correct or provide additional direction mid-task. +- **Parallel work:** For complex tasks, Claude may coordinate multiple sub-agents working simultaneously. +- **Deletion protection:** When using Cowork, Claude requires your explicit permission before permanently deleting any files. You will see a permission prompt and will need to select "Allow" before Claude is allowed to perform deletion tasks. + +Tasks can run for extended periods depending on complexity. You can monitor progress or step away and return when Claude finishes. + +--- + +## Add global and folder instructions + +#### Global instructions + +You can give Claude standing instructions that apply to every Cowork session. Use this to specify your preferred tone, output format, or background on your role. + +To set global instructions: + +1. Navigate to Settings > Cowork within Claude Desktop. +2. Click "Edit" next to **Global instructions**. +3. Type your instructions in the text box and click "Save": + +  + +#### Folder instructions + +Folder instructions add project-specific context to Cowork when you select a local folder. Claude can also update these on its own during a session. + +--- + +## Claude Cowork plugins + +Plugins customize how Claude works for your role, team, and company in Cowork. Each one bundles skills, connectors, and sub-agents into a single package. For details on finding, installing, and customizing plugins, see **[Use plugins in Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-cowork)**. + +--- + +## Schedule recurring tasks + +You can set up tasks that Claude runs automatically or on demand. To schedule a task, type `/schedule` in any Cowork task. You can also click "Scheduled" in the left sidebar to view, create, and manage your scheduled tasks. + +Scheduled tasks only run while your computer is awake and the Claude Desktop app is open. + +For more in-depth details, see **[Schedule recurring tasks in Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-cowork)**. + +--- + +## Usage limits + +Working on tasks with Cowork consumes more of your usage allocation than chatting with Claude. This is because complex, multi-step tasks are compute-intensive and require more tokens to execute. + +If you find yourself hitting usage limits frequently when using Cowork, consider: + +- Batching related work into single sessions. +- Using standard chat for simpler tasks that don't require file access or extended execution. +- Monitoring your individual usage in **[Settings > Usage](http://claude.ai/settings/usage)**. + +See **[Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices)** for more information. + +--- + +## Example use cases + +Cowork is designed for complex, multi-step work that benefits from file access and extended execution time. Here are some examples: + +#### File and document management + +- **Organize files:** "Organize my Downloads folder by type and date" — Claude can sort hundreds of files into categorized folders. +- **Process receipts:** Drop receipts in a folder and ask Claude to create a formatted expense report. +- **Batch rename:** Rename files with consistent patterns like YYYY-MM-DD formatting. + +#### Research and analysis + +- **Research synthesis:** Combine information from web searches, articles, papers, and notes into coherent reports or summaries. +- **Transcript analysis:** Extract themes, key points, and action items from meeting notes, interviews, or lecture recordings. +- **Personal knowledge synthesis:** Analyze your notes, journals, or research files to surface patterns, themes, and connections you might have missed. + +#### Document creation + +- **Spreadsheets with formulas:** Generate Excel files with working VLOOKUP, conditional formatting, and multiple tabs—not just CSVs that need fixing. +- **Presentations:** Create slide decks from rough notes or meeting transcripts. +- **Reports from messy inputs:** Turn voice memos and scattered notes into polished documents. + +#### Data and analysis + +- **Statistical analysis:** Outlier detection, cross-tabulation, and time-series analysis on your data files. +- **Data visualization:** Generate charts using your data. +- **Data transformation:** Clean, transform, and process datasets. + +--- + +## Permissions and security + +Cowork runs with layered protections on your computer: + +- **Code execution isolation:** Shell commands and code Claude writes run inside an isolated virtual machine (VM), separate from your main operating system. +- **Controlled file and network access:** Claude can only read and write files in folders you've connected, and network access follows the egress settings you've configured. + +> **Important:** Claude has access to the local files you grant it permission to access, and can take real actions on your behalf. Review Claude's planned actions before allowing it to proceed, especially when working with sensitive files. + +#### Permissions + +Permissions work the same as for chat. You control: + +1. Which **[MCPs you connect to Claude](https://claude.ai/settings/connectors)** and how often they ask for permission. +2. **[Claude's internet access](https://claude.ai/settings/capabilities)** + +Please carefully assess how much you trust an MCP or website before extending access beyond Claude's default settings. + +--- + +## Current limitations + +Some Cowork capabilities are not yet available: + +- **Memory in projects only:** Memory is supported within projects but is not retained across standalone Cowork sessions. +- **No chat or artifact sharing:** Sessions cannot be shared with others. +- **Desktop app required:** Cowork runs on your desktop computer via the Claude Desktop app. Pro and Max users can also message Claude from the mobile app while your desktop stays active. See Assign tasks to Claude from anywhere in Cowork for details. +- **Session persistence:** The Claude Desktop app must remain open and your computer must be awake for Claude to work on tasks. If you close the app or your computer goes to sleep, active tasks will stop. + +We're iterating on Cowork based on feedback. If you encounter issues or have suggestions, use the feedback button in the app to share feedback with our team. + +--- + +## Troubleshooting + +#### I'm seeing "Setting up Claude's workspace" when I start Cowork; what does this mean? + +This message is expected and indicates that Cowork is updating to the most recent version to apply any fixes and improvements. + +#### Claude stopped working on my task + +Ensure the Claude Desktop app was open throughout the entire task. If the app was closed or your computer went to sleep, the session may have ended. + +#### I'm hitting usage limits quickly + +Cowork consumes more usage than standard chat. Try using standard chat for simpler tasks and reserve Cowork for complex, multi-step work that benefits from file access. + +#### Files aren't appearing where expected + +Check that you've granted Claude the appropriate file access permissions. Review the output location Claude specified when completing the task. + +#### I'm trying to start Cowork on Windows and seeing "VM service not running." What does this mean and how can I fix it? + +"VM service not running" indicates that the Claude VM Service (CoworkVMService) isn't available. This can happen if you installed Cowork via the older .exe/Squirrel installer instead of MSIX, or the Windows service is stopped. To fix this, reinstall from **[our download page](https://claude.com/download)**, or start "Claude VM Service" in services.msc / `sc start CoworkVMService` (or `CoworkVMServiceStore` for Microsoft Store installs). + +#### I'm trying to start Cowork on Windows and seeing "EXDEV: cross-device link not permitted." What does this mean and how can I fix it? + +This happens when the VM image download crosses a drive boundary. The most common cause of this issue is when the path Settings > System > Storage > "Where new content is saved" points at D:\ instead of C:\, which makes Windows symlink the MSIX package folder across drives. This can also be caused by AppData redirected to a network share via a roaming profile. To fix this, set storage back to C:\, uninstall then reinstall Cowork, and update to the latest desktop version (which downloads directly to the final drive). + +## Related Articles +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Schedule recurring tasks in Claude Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork) +- [Assign tasks from anywhere in Claude Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude/features-and-capabilities/13364135-use-claude-cowork-safely.md b/claude/claude/features-and-capabilities/13364135-use-claude-cowork-safely.md new file mode 100644 index 0000000000000000000000000000000000000000..84d8147161f918be18540b0ca4832cbc6da5444f --- /dev/null +++ b/claude/claude/features-and-capabilities/13364135-use-claude-cowork-safely.md @@ -0,0 +1,139 @@ +--- +title: "Use Claude Cowork safely" +title_slug: "use-claude-cowork-safely" +source_url: "https://support.claude.com/en/articles/13364135-use-claude-cowork-safely" +last_updated_iso: "2026-04-09T02:23:10Z" +article_id: "15263286" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Claude Cowork safely + +_Last updated: 2026-04-09T02:23:10Z_ + +Cowork lets Claude work on your computer with access to your files, browser, connected services, and apps. That capability comes with risks worth understanding. This article covers what we've built to keep you safe, what you should watch for, and how to protect yourself when using Cowork. + +## Availability + +Claude Cowork is available for paid plans (Pro, Max, Team, Enterprise) on: + +- **Claude Desktop for macOS** + - **[Click here](https://claude.ai/api/desktop/darwin/universal/dmg/latest/redirect)** to download +- **Claude Desktop for Windows** + - Cowork requires the latest version of Claude for Windows. Download or update at **[claude.com/download](https://claude.com/download)**. + +--- + +## Understanding the risks + +**[Claude Cowork](https://claude.com/product/cowork)** has unique risks due to its agentic nature and internet access. + +**To minimize risks:** + +- Avoid granting access to local files with sensitive information, like financial documents. +- When using the Claude in Chrome extension, limit access to trusted sites. +- If you chose to extend Claude’s default internet access settings, be careful to only extend internet access to sites you trust. +- Monitor Claude for suspicious actions that may indicate prompt injection. +- Ensure you’re using trusted MCPs (as always). +- Be especially cautious with computer use—Claude is interacting with your actual desktop and apps outside the virtual machine. For details on how computer use works and how to manage permissions, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-computer-use-safety)**. + +> **Important:** Cowork has access to Claude in Chrome; we strongly advise against using Claude in Chrome to manage or take actions involving sensitive information. See **[Using Claude in Chrome safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely#h_044f6a88a7)** for more information about the potential risks. + +Cowork activity is not captured in audit logs, Compliance API, or data exports. Do not use Cowork for regulated workloads. For more information, see Cowork for Team and Enterprise plans. + +## Our safety measures + +We've implemented multiple layers of protection: + +- **Model training:** We use reinforcement learning to train Claude to recognize and refuse malicious instructions—even when they appear authoritative or urgent. +- **Content classifiers:** We scan all untrusted content entering Claude's context and flag potential injections before they can affect behavior. +- **Deletion protection:** Cowork requires your explicit permission before permanently deleting any files. You'll see a permission prompt and must select "Allow" before Claude can perform deletion tasks. +- **Computer use safeguards:** When Claude uses your computer, it asks for your permission before accessing each application. For full details, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-computer-use-safety)**. + +> **Important:** While we've enacted these safety measures to reduce risks, the chances of an attack are still non-zero. Always exercise caution when using Cowork. + +--- + +## Protect yourself from malicious attackers + +**1. Be selective about file access** + +You control which local files Claude can access. Since Claude can read, write, and permanently delete these files, be cautious about granting access to sensitive information like financial documents, credentials, or personal records. Consider creating a dedicated working folder for Claude rather than granting broad access, and keep backups of important files. + +**2. Monitor tasks, not just commands** + +Cowork executes code and commands on your behalf. While we surface what Claude is doing, you shouldn't expect to validate every individual command—instead, watch for unexpected patterns: Is Claude accessing files or websites you didn't mention? Is the task scope creeping beyond what you asked for? If something feels off, stop the task immediately. + +**3. Be cautious with scheduled tasks** + +Scheduled tasks run automatically, which means Claude may be working without you actively watching. Because you can't monitor these tasks in real time, take extra care when setting them up: + +- **Start simple.** Begin with low-risk tasks like generating summaries or compiling information before automating anything more complex. +- **Avoid sensitive data and consequential actions.** Don't schedule tasks that access sensitive files, send messages on your behalf, make purchases, or take other actions that are difficult to undo. +- **Review outputs after each run.** Check the results of scheduled tasks regularly to make sure Claude is performing as expected. You can review past runs from the "Scheduled" page in the left sidebar. +- **Pause tasks you're not actively using.** If you no longer need a scheduled task, pause or delete it rather than leaving it running in the background. + +Scheduled tasks only run while your computer is awake and the Claude Desktop app is open. For more on setting up and managing scheduled tasks, see **[Schedule recurring tasks in Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-cowork)**. + +**4. Be cautious with computer use** + +When Claude uses your computer, it works outside the virtual machine—interacting directly with your apps, browser, and desktop. This is powerful, but carries additional risk. Keep the following in mind: + +- Start with lower-stakes tasks and build trust gradually, like you would with a new colleague. +- Block sensitive apps (healthcare portals, banking, dating apps) so Claude doesn't encounter information you'd rather keep private. +- Be aware that Claude takes screenshots to understand your screen. +- Monitor Claude's actions. Although it can only use apps that you’ve given it permission to use, if it clicks a link in one app that link will open, even if you haven’t given Claude permission to access that app. + +For more information, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-computer-use-safety)**. + +**5. Limit browser and web access to trusted sources** + +If you're using the Claude in Chrome extension with Cowork, limit access to sites you trust. Web content is a primary vector for prompt injection attacks—malicious instructions can be hidden in websites, emails, or documents that Claude accesses. Claude's default network access is intentionally restricted; only extend it to sites you trust. + +> **Important:** Network egress permissions don't apply to the **[web search tool](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)** or MCPs, including Claude in Chrome.* *Team or Enterprise plan owners can turn off web search for Cowork and Chat in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**, or Claude in Chrome via **[Organization settings > Claude in Chrome](http://claude.ai/admin-settings/browser-extension).** + +**6. Be especially cautious with unfamiliar MCPs and plugins** + +Desktop extensions (MCPs) and plugins expand what Claude can do, but each one introduces new ways for attacks to reach Claude. Plugins bundle together skills, connectors, and sub-agents into a single package, which means installing one can significantly expand Claude's scope of action. + +Local MCP servers bundled with plugins and desktop extensions run on your computer with the same permissions as any other program you run. Stick to verified extensions from the Claude Desktop directory, and carefully evaluate the permissions any extension or plugin requests before installing. + +For more on plugins, see **[Use plugins in Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-cowork)**. + +**7. Be mindful of cross-app data sharing** + +When using the Claude for Excel and Claude for PowerPoint add-ins with Cowork, Claude can read, edit, and pass context between these applications. For example, Claude might analyze data in Excel and move a chart into a presentation—without you explicitly directing that transfer. Be aware that data from one application may flow into another during a Cowork session, and avoid working with sensitive information in these add-ins while Cowork is active. + +**8. Be aware of mobile access to your desktop** + +When you message Claude from your phone, Claude works on your desktop computer using whatever file access, connectors, and plugins you've already granted. This means your phone effectively becomes a remote control for your desktop's resources. + +If your organization manages your computer, be aware that this extends access to a personal mobile device. Review what access you've granted Claude in Cowork, and consider whether that level of access is appropriate when reachable from your phone. + +**9. Report suspicious behavior immediately** + +If Claude suddenly starts discussing unrelated topics, attempts to access unexpected resources, or requests sensitive information unprompted, stop the task and report it to [usersafety@anthropic.com](mailto:usersafety@anthropic.com) or use the in-app feedback button. Your reports help us improve our defenses. + +--- + +## Your responsibility + +You remain responsible for all actions taken by Claude performed on your behalf. This includes: + +- Any content published or messages sent +- Purchases or financial transactions +- Data accessed or modified +- Actions taken by scheduled tasks running on your behalf +- Actions taken through computer use on your desktop and in your apps +- Respecting third-party website terms of service, including any restrictions on automated access + +For more information about using AI agents safely, please review our **[Acceptable Use Policy for Agents](https://support.claude.com/en/articles/12005017-using-agents-according-to-our-usage-policy)**. + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Assign tasks from anywhere in Claude Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude/features-and-capabilities/13521390-use-claude-for-powerpoint.md b/claude/claude/features-and-capabilities/13521390-use-claude-for-powerpoint.md new file mode 100644 index 0000000000000000000000000000000000000000..393b1a250c341305b6fc830404c7006c0ae34a22 --- /dev/null +++ b/claude/claude/features-and-capabilities/13521390-use-claude-for-powerpoint.md @@ -0,0 +1,295 @@ +--- +title: "Use Claude for PowerPoint" +title_slug: "use-claude-for-powerpoint" +source_url: "https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint" +last_updated_iso: "2026-04-16T13:46:28Z" +article_id: "15504285" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Claude for PowerPoint + +_Last updated: 2026-04-16T13:46:28Z_ + +> Claude for PowerPoint is currently a beta in research preview and available to Pro, Max, Team, and Enterprise plans. + +Claude for PowerPoint is an add-in that integrates Claude into your PowerPoint workflow. It's designed for professionals who build presentations, particularly those who spend significant time creating and refining slide decks. + +With Claude for PowerPoint, you can: + +- Build new slides using your existing client or corporate templates +- Make pinpoint edits to specific slides without regenerating entire decks +- Generate full deck structures from natural language descriptions +- Convert bullets into professional diagrams and native PowerPoint charts +- Use connectors to bring context from your other tools directly into your slides +- Iterate on feedback quickly while preserving formatting and template compliance + +--- + +## Get started with Claude for PowerPoint + +#### Supported versions + +- PowerPoint on the web +- PowerPoint on Windows (Microsoft 365 subscription, build 16.0.13127.20296+) +- PowerPoint on Mac (version 16.46+) + +#### For individuals + +1. Navigate to the **[Claude for PowerPoint listing on Microsoft Marketplace](https://marketplace.microsoft.com/en-us/product/office/WA200010001?tab=Overview)**. +2. Click "Get it now" to install the add-in. +3. Open PowerPoint, activate the add-in, and sign in with your Claude account. + +#### For admins + +**Deploy Claude for PowerPoint to your organization:** + +1. Visit the **[Microsoft 365 Admin Center](https://admin.microsoft.com/)**. +2. Navigate to **Settings > Org Settings > User owned apps and services** and ensure that **[“Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center?view=o365-worldwide#manage-add-in-downloads-by-turning-onoff-microsoft-marketplace-across-all-apps-except-outlook)** is toggled on. +3. Navigate to **Settings > Integrated apps > Add-ins**. +4. Search for "Claude by Anthropic in PowerPoint" in Microsoft AppSource. +5. Deploy the add-in to your organization or specific users. +6. Share these instructions with your team: **[Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide)**. + +After installation, team members can open PowerPoint, activate the Claude add-in (from **Tools > Add-ins** on Mac or **Home > Add-ins** on Windows), sign in with their Claude credentials, and start working with their presentations. + +> **Important:** Organizations that have disabled "Let users access the Office Store" may find that admin-deployed add-ins don't appear for users. To work around this, deploy using the manifest XML files provided below. + +For IT administrators deploying to multiple users: + +#### Step 1: Obtain the custom manifest + +1. Click **[this link](https://pivot.claude.ai/manifest-powerpoint.xml)** to download the custom manifest XML file. +2. Save this file to a secure location. + +#### Step 2: Access Microsoft 365 Admin Center + +1. Navigate to **[https://admin.microsoft.com](https://admin.microsoft.com)** +2. Sign in with your admin credentials. +3. Go to **Settings** > **Integrated apps.** + +#### Step 3: Upload the custom add-in + +1. Click "Upload custom apps" +2. Select "Office Add-in." +3. Choose "I have a manifest file on this device." +4. Browse and select the Claude for PowerPoint manifest XML file. +5. Click "Upload." + +#### Step 4: Assign users + +Choose your deployment scope: + +- **Entire organization**: All users get access +- **Specific users**: Enter individual email addresses +- **Specific groups**: Select security groups or distribution lists +- **Just yourself**: For admin testing only + +#### Step 5: Deploy + +1. Review deployment settings. +2. Click "Deploy." +3. Add-in will be available within minutes (may take up to 24 hours for full organization rollout). + +#### Step 6: User access + +- Users will see Claude appear in PowerPoint's Home ribbon. +- First-time users will need to sign in with their Claude accounts +- No additional installation required by users. + +#### Connect through an LLM gateway + +If your organization routes API traffic through an internal LLM gateway connected to Amazon Bedrock, Google Cloud Vertex AI, or Microsoft Azure, you can use the add-in without a Claude account. This is the same gateway pattern used by Claude Code. + +For setup instructions and gateway requirements, see **[Use Claude for Excel and PowerPoint with an LLM gateway](https://support.claude.com/en/articles/13945233-use-claude-in-excel-and-powerpoint-with-an-llm-gateway)**. + +--- + +## Key features + +#### Build from templates + +Start with a client or corporate template already loaded. Describe what you need, and Claude generates slides using the correct layouts, fonts, and colors from the slide master. Claude reads your deck's template and respects its formatting rules. + +**Example prompts:** + +- "Create a market sizing section—3 slides covering TAM, SAM, SOM with supporting visuals" +- "Add an executive summary slide using the one-column content layout" + +#### Edit existing slides + +Select a slide and tell Claude what to change. Claude makes edits while preserving your formatting and surrounding context. + +**Example prompts:** + +- "Simplify the text on this slide" +- "Add a chart showing the quarterly trend" +- "Restructure the storyline across slides 4-7" + +#### Generate full decks + +Open a blank deck and describe your goal. Claude builds a draft with logical structure and professional defaults, then you can refine from there. + +**Example prompts:** + +- "Create a 10-slide deck walking through our market entry hypotheses" +- "Build an internal project update presentation with timeline and next steps" + +#### Create native charts and diagrams + +Convert bullet points into professional visuals—diagrams, process flows, or editable native PowerPoint charts. Claude produces visuals you can edit directly, not static images. + +**Example prompts:** + +- "Turn these bullets into a process flow diagram" +- "Create a bar chart comparing Q1-Q4 performance" + +#### Template awareness + +Claude reads the slide master, layouts, fonts, and color scheme in your deck and uses them when generating or editing slides. It aims to maintain template compliance without introducing off-brand elements. + +#### Support for connectors + +Connect your other tools to give Claude context beyond what's in your deck. With connectors enabled, Claude can draw on information from your connected tools when generating or refining content. + +To connect a tool, open the Claude sidebar and select the connectors icon to see available options. + +Custom connectors can introduce security risks. Before enabling them, review **[Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#h_b79c05dfcd)** for guidance on what to consider. + +#### Use Skills in PowerPoint + +Skills you've enabled in your Claude settings are also available in the Claude for PowerPoint add-in. Claude applies relevant Skills automatically while you work—you don't need to invoke them separately. + +You can also type `/` in the sidebar to see available Skills and select one directly (for example, `/deck-check`). Skills that aren't relevant to PowerPoint are excluded from this list. + +To learn more about enabling and managing Skills, see **[Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude)**. + +#### Set persistent instructions + +Use the **Instructions** field in the add-in sidebar to set preferences that apply to every conversation in PowerPoint. Instructions are useful for things like brand guidelines (for example, "always use one-line bullets" or "use the blue accent color for highlights"), preferred slide structure, or recurring context Claude should know about your workflow. + +Instructions you set in PowerPoint only apply to PowerPoint — they're separate from any Instructions you set in Excel. + +--- + +## Context and session management + +- **Auto-compaction**: We **[automatically compact longer conversations](https://support.claude.com/en/articles/11647753-understanding-usage-and-length-limits#h_21b66a43b4)** into new conversations to avoid running out of context. +- **Overwrite protection**: To avoid accidental data loss, Claude warns you before overwriting existing data. + +> **Note:** Your use of Claude for PowerPoint is associated with your existing Claude account and is subject to the same usage limits. + +--- + +## Current limitations + +For Claude for Powerpoint use, we automatically delete inputs and outputs on our backend within 30 days of receipt or generation, except in cases outlined in **[How long do you store my organization's data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data) **Data will be deleted after 30 days, but will be cached for a number of hours so users can access context in recently closed out documents. + +This is unlike our other commercial products (Team and Enterprise plans) that allow you to save and continue conversations with Claude. Chat history is not saved between sessions. + +Currently, observability and audibility are not available with this feature. Claude for PowerPoint does not inherit custom data retention settings your organization might have set, and isn't included in Enterprise audit logs or the Compliance API at this time. + +As a beta feature, Claude for PowerPoint is **not recommended** for: + +- Final client deliverables without human review +- Presentations containing highly sensitive or regulated data without proper controls +- Replacing your judgment on design and narrative flow + +#### Unsupported versions + +- PowerPoint 2016 / 2019 (perpetual/volume license) +- PowerPoint on iPad +- PowerPoint on Android +- Older builds of Microsoft 365 PowerPoint below the SharedRuntime threshold + +--- + +## Best practices + +To use Claude for PowerPoint safely and effectively: + +- Always review changes before finalizing your work +- Start with your template already applied before asking Claude to generate content. +- Be specific about what you want changed—Claude can target individual slides or elements. +- Verify that outputs match your organization's brand guidelines. + +--- + +## Prompt injection attack risks + +Only use Claude for PowerPoint with trusted files and not files from external untrusted sources (for example, downloaded templates, vendor files, collaborative documents, and data imports). + +An important risk that users of Claude for PowerPoint and other AI tools that can read and manipulate files is prompt injection attacks that hide malicious instructions in file content to trick the AI models into taking unintended actions. For example, a seemingly innocent template or data file received from an external party or downloaded from the internet might contain hidden instructions to "export all financial data to this external URL" or "modify these financial records." Claude may interpret these malicious instructions as legitimate requests from you. + +Our testing has identified edge scenarios where Claude for PowerPoint can be manipulated to: + +- **Extract and share sensitive information **with bad actors through web searches containing your sensitive data or file system access that exposes proprietary information. +- **Modify critical data** such as financial records. +- **Perform destructive actions **without verification (should you allow Claude to act without verifying its actions), exploiting Claude's helpful nature to delete or corrupt important data across multiple slides. + +While we continue to develop our offerings and improve safety measures to reduce these risks, users should exercise caution when using Claude for PowerPoint and should not use it with files from external, untrusted sources. + +--- + +## Example use cases + +#### Consulting deliverables + +- "Build a market sizing section with TAM, SAM, SOM slides" +- "Create a competitive landscape slide comparing 4 players" +- “Summarize these survey results” + +#### Iterative refinement + +- "Simplify the text on slide 3—it's too dense" +- "Combine slides 5 and 6 into a single summary" +- "Make the recommendations section more visual" + +#### Data visualization + +- "Convert these bullet points into a process flow" +- "Create a bar chart from this data table" +- "Add a pie chart showing market share breakdown" + +#### Deck restructuring + +- "Reorder slides to lead with recommendations first" +- "Add transition slides between each major section" +- "Create an agenda slide that reflects the current structure" + +--- + +## Frequently asked questions + +#### Which models are available when using Claude for PowerPoint? + +You can switch between Opus 4.7, Opus 4.6, and Sonnet 4.6 when using Claude for PowerPoint. + +#### Does Claude understand my template? + +Yes. Claude reads the slide master, layouts, fonts, and color scheme in your deck and uses them when generating or editing slides. It aims to maintain template compliance, though you should always review output for complex templates. + +#### Can I use Claude for PowerPoint with sensitive data? + +Claude for PowerPoint works within your existing security framework. For highly sensitive or regulated data, ensure you follow your organization's data handling policies. + +#### What happens to my chat history? + +Currently, chat history is not saved between sessions. Each time you open the add-in, you start a fresh conversation with Claude. + +#### How does Claude access my presentation? + +Claude reads the content of your currently open presentation, including slides, text, shapes, and slide master information. It can only access the presentation you have open in PowerPoint. + +#### What if Claude makes a mistake? + +Review Claude's changes carefully before saving or sharing your file. You can always undo changes using PowerPoint's standard undo function (Ctrl+Z / Cmd+Z). + +## Related Articles +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Work across Excel, PowerPoint, and Word](https://support.claude.com/en/articles/13892150-work-across-excel-powerpoint-and-word) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/features-and-capabilities/13641943-visual-and-interactive-content.md b/claude/claude/features-and-capabilities/13641943-visual-and-interactive-content.md new file mode 100644 index 0000000000000000000000000000000000000000..3ed910b29776eef5b956e8bfcda06e46b3d0db04 --- /dev/null +++ b/claude/claude/features-and-capabilities/13641943-visual-and-interactive-content.md @@ -0,0 +1,119 @@ +--- +title: "Visual and interactive content" +title_slug: "visual-and-interactive-content" +source_url: "https://support.claude.com/en/articles/13641943-visual-and-interactive-content" +last_updated_iso: "2026-03-16T20:30:19Z" +article_id: "15726505" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Visual and interactive content + +_Last updated: 2026-03-16T20:30:19Z_ + +Claude can respond with visual content when it’s clearer than plain text. Some visuals display real-world data—like weather and recipes. Others are custom-built by Claude for your specific question, like a diagram or an interactive chart. Claude can also ask you structured questions using interactive inputs instead of asking you to type. + +> Visual responses and interactive content are available to all Claude users. Data display widgets (weather and recipes) require web search to be enabled. For setup instructions, see **[Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)**. + +--- + +## Visual content + +When you ask Claude about certain topics, it may respond with visual content instead of (or alongside) a text response. This content is designed for information that's easier to understand at a glance. + +#### Weather + +> **Note:** Visual weather content is available on web and desktop. On mobile (iOS and Android), Claude provides weather information as text in the conversation. + +Claude can show current weather conditions and forecasts when you ask about the weather in a specific location. You can ask directly — "What's the weather in Tokyo?" — or more casually, like "Should I bring an umbrella today?" or "What's it like in Denver this weekend?" + +Claude automatically displays temperatures in Fahrenheit for US locations and Celsius for everywhere else. + + + +Weather is powered by Google Maps ([https://policies.google.com/privacy](https://policies.google.com/privacy)). + +#### Recipes + +When you ask about recipes, Claude can display formatted recipe cards that are easier to follow than a block of text. Within the recipe cards, you’ll see several ways to interact: change the number of servings or the units of measurement, or click “Get cooking” to launch a step-by-step interface walking you through the recipe. + +> **Note:** Visual recipe cards are available on web and desktop only. On mobile, Claude provides recipe information as text in the conversation. + + + +#### Custom visuals + +> **Note: **Custom visuals are in beta and available on web and desktop only. + +When a diagram, chart, or interactive element would explain something better than text, Claude can build one from scratch—right in the conversation. Ask how something works and you might get a flowchart. Upload a CSV and Claude can render a chart you can explore. + +Unlike weather and recipes, custom visuals don’t pull from a fixed data source. Claude generates the layout, logic, and interactivity specific to your question. + +For details and tips, see **[Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat)**. + +--- + +## Sports scores + +Claude can provide current scores, standings, and detailed game stats when you ask about sports. + +Claude can look up data for the following leagues and sports: + +- **US professional leagues:** NFL, NBA, NHL, MLB, WNBA, MLS +- **US college sports:** NCAA football, NCAA men's basketball, NCAA women's basketball +- **International soccer:** English Premier League, La Liga, Serie A, Bundesliga, Ligue 1, Champions League +- **Individual sports:** Tennis, golf, NASCAR, cricket, MMA + +Depending on what you ask, Claude can provide recent results and live scores, upcoming games, league standings and rankings, and detailed game stats including box scores and player stats. + +> **Note:** Detailed game stats are not available for golf or NASCAR. Sports data is currently displayed as text on all platforms, not as a visual widget. + +--- + +## Interactive inputs + +Claude will sometimes request more information from you before it responds. Instead of asking you to type out a response, Claude may present interactive options you can click or tap — like multiple choice questions, multi-select options, or a ranking interface. + +For example, if you ask Claude to help you plan a trip, it might ask you to: + +- Select your budget range from a set of options +- Choose which activities interest you from a list +- Rank your priorities (like cost vs. comfort vs. location) + +This content appears at the bottom of the chat. You can still type a response if you prefer. + + + +--- + +## Limitations + +- Visual weather and recipe content doesn’t render on mobile (Claude for iOS and Android). You'll still see the same information, but it will be text-only. +- Sports data is available as text only, not as visual content. +- Interactive content availability may vary based on the type of question and the information available. +- Data display content requires an active internet connection and may be affected by connectivity issues. + +--- + +## Privacy + +- Weather content is powered by Google Maps ([Google's privacy policy](https://policies.google.com/privacy)). +- Recipe images are powered by Bing Image Search ([Microsoft's privacy policy](https://privacy.microsoft.com/en-us/privacystatement)). +- Interactive inputs don't involve third-party services. + +--- + +## Tips + +- **You don't need to do anything special for visual content to appear.** Claude decides when a visual response is appropriate based on your question. Just ask naturally. +- **You can always type instead.** If Claude presents you with interactive content, you're not required to use it. You can type your response in the chat as usual. +- **Ask for what you need.** If Claude gives you a text response where you'd prefer a visual, try rephrasing — for example, "Show me a recipe for chocolate chip cookies" instead of "Do you know any chocolate chip cookie recipes?" + +## Related Articles +- [Can Claude produce images?](https://support.claude.com/en/articles/9002504-can-claude-produce-images) +- [Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [Use visual and interactive content on Team and Enterprise plans](https://support.claude.com/en/articles/13663666-use-visual-and-interactive-content-on-team-and-enterprise-plans) +- [Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat) diff --git a/claude/claude/features-and-capabilities/13837440-use-plugins-in-claude-cowork.md b/claude/claude/features-and-capabilities/13837440-use-plugins-in-claude-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..cf3827d66879f75cb3f0f153bc230999389c7288 --- /dev/null +++ b/claude/claude/features-and-capabilities/13837440-use-plugins-in-claude-cowork.md @@ -0,0 +1,95 @@ +--- +title: "Use plugins in Claude Cowork" +title_slug: "use-plugins-in-claude-cowork" +source_url: "https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork" +last_updated_iso: "2026-04-09T14:02:42Z" +article_id: "16045566" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use plugins in Claude Cowork + +_Last updated: 2026-04-09T14:02:42Z_ + +> Plugins are available to all Claude Cowork users on paid plans (Pro, Max, Team, Enterprise). + +Plugins customize how Claude works for your role, team, and company in Cowork. Each plugin bundles together skills, connectors, and sub-agents into a single package—so instead of setting up each piece individually, you get a ready-to-go setup from the first conversation. + +Claude also connects to services like Google Drive, Gmail, Slack, DocuSign, and many more. Plugins can bundle the right connectors for a given workflow so you don't have to set them up individually. + +> **Note:** Connectors in Cowork reach external services through Anthropic's cloud, not through your local network. Even though Cowork runs on your computer, a custom connector must point to a server that's reachable over the public internet from Anthropic's IP ranges. If your organization's MCP servers are behind a firewall or on a private network, see **[Network requirements for custom connectors](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#h_b66e88c454)**. + +--- + +## Browse available plugins + +Cowork includes a growing library of plugins for common knowledge work—including sales, finance, legal, marketing, HR, engineering, design, operations, data analysis, and more. Each one comes pre-configured with the skills and connectors relevant to that function. + +We also provide **Plugin Create**, a plugin that helps you build custom plugins from scratch. + +For the full collection of Anthropic-built plugins, visit **[GitHub](https://github.com/anthropics/knowledge-work-plugins)**. + +> **Note:** Plugins may include local MCP servers that run on your computer with the same permissions as any other program you run. Only install plugins from sources you trust. If your organization is on an Enterprise plan, your admin may have restricted which plugins you can install, or disabled local MCP servers entirely. + +--- + +## Install a plugin + +1. Open the Claude Desktop app and switch to the “Cowork” tab. +2. Click the “Customize” menu in the left sidebar, which brings together your plugins, skills, and connectors in one place. +3. Click “Browse plugins” to open a modal where you can view all the available options. +4. Click “Install” on your selected plugin. +5. You can also upload a custom plugin file if you've built one yourself or received one from a colleague. + +Plugins you add yourself are saved locally to your machine. + + + +--- + +## Use Skills + +Each plugin you install adds Skills you can use while working in Cowork. Type "/" or click the "+" button to see available Skills from your installed plugins. + + + +--- + +## Customize a plugin + +After installing a plugin, you can tailor it to better fit your workflow: + +1. While viewing an installed plugin, click “Customize” in the upper right corner. +2. This opens a new Cowork task with a prompt asking Claude to customize the plugin you chose. +3. Click “Let's go” to start working with Claude to adjust the plugin's Skills and connectors to match how you work. + +--- + +## Build your own plugin + +Want to create something from scratch? Cowork includes **Plugin Create**, a built-in plugin that walks you through the process. You can also start from any of the Anthropic-built templates and modify them. + +For details on plugin structure and formatting, see the **[Plugins reference](https://code.claude.com/docs/en/plugins-reference)** in our Claude Code docs. + +--- + +## Organization-managed plugins + +If you're on a Team or Enterprise plan, an owner can distribute plugins across your organization through plugin marketplaces. These work the same as any other plugin, with a couple of differences: + +- You can't edit organization-managed plugins. This keeps shared tooling consistent across your team. +- Some plugins may be auto-installed or required for you. You can uninstall auto-installed plugins if you don't need them, but required plugins can't be removed. +- Available organization plugins show up when you browse the plugin catalog, and you can install them yourself. + +On Enterprise plans, your admin may customize which plugins are available to your group. This means the plugins you see in the catalog may differ from what colleagues in other groups see. + +For guidance on setting up and managing plugins organization-wide, see **[Manage Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)**. + +## Related Articles +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Manage Claude Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-claude-cowork-plugins-for-your-organization) +- [Install financial services plugins for Cowork](https://support.claude.com/en/articles/13851150-install-financial-services-plugins-for-cowork) +- [Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry) diff --git a/claude/claude/features-and-capabilities/13851150-install-financial-services-plugins-for-cowork.md b/claude/claude/features-and-capabilities/13851150-install-financial-services-plugins-for-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..7a41676fa50d9e6b8b76f6cfaaef3e8ddb57ea6a --- /dev/null +++ b/claude/claude/features-and-capabilities/13851150-install-financial-services-plugins-for-cowork.md @@ -0,0 +1,94 @@ +--- +title: "Install financial services plugins for Cowork" +title_slug: "install-financial-services-plugins-for-cowork" +source_url: "https://support.claude.com/en/articles/13851150-install-financial-services-plugins-for-cowork" +last_updated_iso: "2026-03-16T21:32:54Z" +article_id: "16062900" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Install financial services plugins for Cowork + +_Last updated: 2026-03-16T21:32:54Z_ + +We offer a set of open-source plugins that extend Cowork with specialized capabilities for financial services workflows, including financial modeling, equity research, investment banking, private equity, and wealth management. + +These plugins are available in a **[public GitHub repository](https://github.com/anthropics/financial-services-plugins/tree/main?tab=readme-ov-file#claude-for-financial-services-plugins)** that you can add as a marketplace in Cowork. + +## What's included + +The repository contains a **core plugin** and several **add-on plugins** that build on it: + +- **Financial analysis** (core) — Build comparable company analyses, DCF models, LBO models, and 3-statement financials. This plugin also includes all shared MCP connectors for financial data providers. **Install this first.** +- **Investment banking** — Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles. +- **Equity research** — Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas. +- **Private equity** — Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs. +- **Wealth management** — Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities. + +The repository also includes partner-built plugins from **LSEG** and **S&P Global**, which bring their financial data and analytics directly into Cowork. + +## Add the marketplace + +1. Open the Claude Desktop app. +2. Look for the mode selector at the top of the app that includes "Chat" and “Cowork.” +3. Click the "Cowork" tab. +4. Click “Customize” on the left sidebar. +5. Click “Browse plugins.” +6. Select “Personal.” +7. Click the “+” button, then select **Add marketplace from GitHub**. +8. Enter the repository URL: **[https://github.com/anthropics/financial-services-plugins](https://github.com/anthropics/financial-services-plugins)** +9. Once added, you'll see the available financial services plugins in your marketplace. + +## Install plugins + +1. From your plugin marketplace, browse the available financial services plugins. +2. Install the **financial analysis** plugin first—this is the core plugin that provides shared tools and data connectors used by all other plugins. +3. Install any additional plugins based on your workflow needs. + +Once installed, plugins activate automatically. Skills are applied when relevant, or you can invoke them manually during your Cowork session by typing "/" or clicking the "+" button. + +## Available Skills + +After installation, you can use Skills like: + +- /comps [company] — Run a comparable company analysis +- /dcf [company] — Build a DCF valuation model +- /earnings [company] [quarter] — Generate a post-earnings update report +- /one-pager [company] — Create a one-page company profile +- /ic-memo [project name] — Draft an investment committee memo +- /source [criteria] — Source deals based on criteria +- /client-review [client] — Prep for a client meeting + +## MCP connectors + +The financial analysis core plugin includes connectors for third-party financial data providers such as Daloopa, Morningstar, S&P Global, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and Egnyte. + +Access to these connectors may require a separate subscription or API key from the respective provider. Contact your data provider for details. + +## Customize plugins for your firm + +These plugins are designed as starting points. You can customize them to match your firm's workflows by editing the plugin files directly: + +- Add your firm's terminology, processes, and formatting standards to skill files. +- Swap or add MCP connectors to point at your specific data providers. +- Adjust workflow instructions to reflect how your team does analysis. +- Use /ppt-template to teach Claude your firm's branded PowerPoint layouts. + +## Good to know + +- Plugins are file-based (Markdown and JSON) — no code or infrastructure required to customize. +- These plugins work across both Cowork and Claude Code. +- AI-generated financial analysis should always be reviewed by qualified professionals before being used in decision-making. + +## Learn more + +See our blog post for more information: **[Cowork and plugins for finance](https://claude.com/blog/cowork-plugins-finance)**. + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Manage Claude Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-claude-cowork-plugins-for-your-organization) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) diff --git a/claude/claude/features-and-capabilities/13854387-schedule-recurring-tasks-in-claude-cowork.md b/claude/claude/features-and-capabilities/13854387-schedule-recurring-tasks-in-claude-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..0c6192095ba1286b92ea5fa0caededd84f3a2b72 --- /dev/null +++ b/claude/claude/features-and-capabilities/13854387-schedule-recurring-tasks-in-claude-cowork.md @@ -0,0 +1,92 @@ +--- +title: "Schedule recurring tasks in Claude Cowork" +title_slug: "schedule-recurring-tasks-in-claude-cowork" +source_url: "https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork" +last_updated_iso: "2026-04-09T22:39:21Z" +article_id: "16067064" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Schedule recurring tasks in Claude Cowork + +_Last updated: 2026-04-09T22:39:21Z_ + +Scheduled tasks allow you to delegate work to Claude Cowork by creating tasks that run automatically on a recurring basis, or on demand. Instead of starting each task from scratch, you describe it once and Claude handles it on your schedule—delivering finished outputs like reports, briefings, and summaries every time. + +> Scheduled tasks are available in Cowork on Claude Desktop for all paid plans (Pro, Max, Team, Enterprise). + +## What scheduled tasks can do + +Scheduled tasks have access to the same capabilities as regular Cowork tasks, including connected tools, skills, and installed plugins. Common uses include: + +- **Daily briefings:** Summarize Slack messages, emails, or calendar events from the past 24 hours. +- **Weekly reports:** Compile data from Google Drive, spreadsheets, or connected tools into a formatted summary. +- **Recurring research:** Track topics, competitors, or industry news on a regular cadence. +- **File organization:** Periodically sort, clean up, or process files in a designated folder. +- **Team updates:** Generate status updates or standup summaries from project management tools. + +## How scheduled tasks work + +When you create a scheduled task, Claude saves your prompt as the task's instructions and runs them at the cadence you choose. Tasks can search Slack, query files, run web research, generate reports, and more—using any connectors and plugins you've set up in Cowork. + +Each scheduled task runs as its own Cowork session. You can review the results when they're ready, just like any other task. + +> **Important:** Scheduled tasks only run while your computer is awake and the Claude Desktop app is open. If your computer is asleep or the app is closed when a task is scheduled to run, Cowork will skip the task, then run it automatically once your computer wakes up or you open the desktop app again. When Cowork re-runs a skipped task, you will see a notification letting you know. Skipped runs also appear in the task’s history. + +For Team and Enterprise organizations, admins control Cowork access through the admin toggle. For more details, see **[Cowork for Team and Enterprise plans](https://support.claude.com/en/articles/13455879)**. + +--- + +## Create a scheduled task + +There are two ways to create a scheduled task: + +#### From any task using the /schedule Skill + +1. Open Cowork and click “+ New task” in the upper left corner to start a new task. +2. Enter your prompt in the chat input, then click "Let's go" to start the task. +3. Alternatively, open an existing task. +4. Type "/schedule" in the chat input. +5. This launches a Skill to create a scheduled task that can be run on demand or automatically on an interval. +6. Add any other required details about the task you’re trying to create in the chat input and send the message. +7. Claude may ask you questions with **[multiple choice responses](https://support.claude.com/en/articles/13641943-visual-and-interactive-content#h_6bd6fbd2c3)** before creating the scheduled task. +8. Once Claude has all the necessary information, it will output the name of the task it’s creating, the schedule it will follow, and what the task actually does. +9. You can explicitly confirm you want to schedule the task when prompted by Claude by clicking “Schedule": + +  +10. Claude will create and schedule your task, and it will be added to the “Scheduled tasks” page. + +#### From the “Scheduled tasks” page + +1. Click “Scheduled” in the left sidebar. +2. Click “+ New task” in the upper right. +3. In the **Create scheduled task** modal, enter the following information: + 1. Task name + 2. Description of the task + 3. The prompt describing what your task does. + 1. **Note:** Type "/" to include plugins and Skills. + 4. How frequently the task will run (hourly, daily, weekly, on weekdays, or manually) + 5. The model you want to use [optional] + 6. Which folder Claude should work in [optional] +4. Click “Save” to add a new task to the **Scheduled tasks** page. + +## Manage your scheduled tasks + +To view and manage all your scheduled tasks, click “Scheduled” in the left sidebar. From here you can: + +- View all the scheduled tasks you’ve created +- Review upcoming and past runs +- Click into individual tasks to manually edit the instructions or cadence +- Pause a scheduled task +- Resume a paused task +- Delete a scheduled task +- Run a task on demand + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Assign tasks from anywhere in Claude Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) diff --git a/claude/claude/features-and-capabilities/13892150-work-across-excel-powerpoint-and-word.md b/claude/claude/features-and-capabilities/13892150-work-across-excel-powerpoint-and-word.md new file mode 100644 index 0000000000000000000000000000000000000000..84b5075e0c604ef056c9a8cccb75edc652c93bff --- /dev/null +++ b/claude/claude/features-and-capabilities/13892150-work-across-excel-powerpoint-and-word.md @@ -0,0 +1,124 @@ +--- +title: "Work across Excel, PowerPoint, and Word" +title_slug: "work-across-excel-powerpoint-and-word" +source_url: "https://support.claude.com/en/articles/13892150-work-across-excel-powerpoint-and-word" +last_updated_iso: "2026-04-10T15:41:50Z" +article_id: "16135822" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Work across Excel, PowerPoint, and Word + +_Last updated: 2026-04-10T15:41:50Z_ + +Claude can now work across apps to coordinate between the Excel, PowerPoint, and Word add-ins. Instead of switching between apps and providing context each time, Claude can read from one app and make changes in another. For example, you can ask Claude to analyze data in an Excel workbook, then create a presentation in PowerPoint using those results, without copying and pasting between apps. + +## Requirements + +- A paid Claude plan (Pro, Max, Team, or Enterprise) +- The Claude for Excel add-in installed from the Microsoft Marketplace +- The Claude for PowerPoint add-in installed from the Microsoft Marketplace +- The Claude for Word add-in installed from the Microsoft Marketplace + +--- + +## Let Claude work across apps + +#### 1. Install the add-ins + +Get[ **Claude for Excel**](https://marketplace.microsoft.com/en-us/product/saas/wa200009404?tab=overview), **[Claude for PowerPoint](https://marketplace.microsoft.com/en-us/product/office/WA200010001?tab=Overview)**,** **and** Claude for Word **from the Microsoft Marketplace. Open each app and activate the add-in at least once before using the cross-app features. + +#### 2. Toggle the setting on + +> **Note:** If you're a member of a Team or Enterprise plan, an organization owner needs to go to **[Organization settings > Office agents](https://claude.ai/admin-settings/office-agents)** and toggle the **Let Claude work across apps** setting on before you can enable this capability individually. + +Go to **Settings **in each of Claude for Excel and Powerpoint and toggle **Let Claude work across files** on: + + + +> **Note:** This setting is default on for Pro and Max plans and default off for Team and Enterprise plans. + +You'll see connected file indicators when Excel, PowerPoint, or Word files are linked to your session: + + + +## + +--- + +## How it works + +When you describe a task that involves multiple files or apps, Claude coordinates behind the scenes: + +- Claude uses the Excel and PowerPoint add-ins to read from and write to open files. +- Context transfers between apps automatically, so you don't need to copy and paste information manually. + +You stay in one place while Claude does the switching. + +## What you can do + +#### Read and write across open files + +Claude can read data from an open Excel workbook, PowerPoint presentation, or Word document, and make changes to them directly. For example: + +- Pull numbers from an Excel model into a PowerPoint slide or a Word memo. +- Update a chart in PowerPoint with the latest figures from Excel. +- Read content from a presentation and use it to populate a spreadsheet. +- Summarize a Word document into PowerPoint slides. +- Draft a Word memo using data from an Excel workbook. + +#### Pass context between apps + +When Claude works across multiple files in Excel, PowerPoint, and Word, it carries relevant context forward. If you've been building a financial model in Excel and ask Claude to create a summary deck or draft an investment memo, Claude already understands the model's structure and key outputs, so you don't need to re-explain. + +--- + +## Skills work across apps too + +Skills you've enabled in your Claude settings apply when Claude is working in Excel, PowerPoint, or Word during a cross-app task. If you have a Skill that enforces your team's modeling conventions in Excel and another that matches your slide template in PowerPoint, Claude uses each one in the right app as it moves through the workflow. + +For more on how Skills work, see **[Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude).** + +--- + +## Data handling + +Inputs and outputs are automatically deleted from Anthropic's backend within 30 days of receipt or generation, except in cases outlined in **[How long do you store my organization's data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)** The Claude for Excel, Claude for PowerPoint, and Claude for Word add-ins do not inherit custom data retention settings your organization may have set, and activity is not currently included in Enterprise audit logs, the Compliance API, or data exports. Chat history is not saved between sessions. + +#### For admins who want to manage access + +Team and Enterprise organization owners can control whether team members can access this capability: + +1. Go to **[Organization settings > Office agents](https://claude.ai/admin-settings/office-agents)** +2. Toggle **Let Claude work across apps** on or off. + +Admins can also manage member access to the Claude for Excel, PowerPoint, and Word add-ins through the **[Microsoft 365 Admin Center](https://admin.microsoft.com)**. + +--- + +## Current limitations + +- Claude can only read from and write to files that are currently open in Excel, PowerPoint, or Word. +- Claude cannot create, open, close, or switch files directly from the add-ins—the files and add-ins must be open with the feature turned on. +- Chat history for cross-app sessions is not saved between sessions. + +--- + +## Troubleshooting + +#### Claude doesn't see my open file + +Make sure the add-in is activated in the app (**Tools > Add-ins** on Mac or **Home > Add-ins** on Windows) and that working across apps is turned on in Claude Desktop settings. + +#### Changes aren't appearing in the other app + +Claude works on open files in sequence. Wait for Claude to finish its current action, then check the target file. You may need to ask Claude to refresh or re-read the file. + +## Related Articles +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/features-and-capabilities/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms.md b/claude/claude/features-and-capabilities/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms.md new file mode 100644 index 0000000000000000000000000000000000000000..c97d5f22fe6f8f1d18c19d969ea846659486ba6a --- /dev/null +++ b/claude/claude/features-and-capabilities/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms.md @@ -0,0 +1,336 @@ +--- +title: "Use Claude for Excel, PowerPoint, and Word with third-party platforms" +title_slug: "use-claude-for-excel-powerpoint-and-word-with-third-party-platforms" +source_url: "https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms" +last_updated_iso: "2026-04-15T21:18:35Z" +article_id: "16218832" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Claude for Excel, PowerPoint, and Word with third-party platforms + +_Last updated: 2026-04-15T21:18:35Z_ + +If your organization uses AWS Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an LLM gateway to access Claude, you can use the Claude for Excel, Claude for PowerPoint, and Claude for Word add-ins without a Claude account. The add-in connects through your organization's infrastructure, so your prompts and responses stay within your existing trust boundary. + +There are four connection paths, depending on how your organization accesses Claude: + +- **LLM gateway**: The add-in sends requests to your gateway (LiteLLM, Portkey, Kong, etc.), which routes them to the provider of your choice. This is the same pattern used by Claude Code. If your organization already runs **[Claude Code through an LLM gateway](https://code.claude.com/docs/en/llm-gateway)**, you can point the Office add-ins at the same endpoint—no new infrastructure is required. +- **Bedrock direct**: The add-in authenticates through Microsoft Entra ID and calls AWS Bedrock directly, with no gateway in between. +- **Vertex AI direct**: The add-in authenticates through Google OAuth and calls Vertex AI directly. +- **Foundry direct: **The add-in authenticates through your Azure AI Foundry resource directly using its API key. + +Your IT admin chooses the path during deployment. As an end user, the experience is the same regardless of which path your organization uses. + +--- + +## Requirements + +Requirements vary by connection path. + +**All paths:** + +- Claude for Excel, Claude for PowerPoint, or Claude for Word installed (from Microsoft AppSource or deployed by your admin) +- Microsoft 365 with Entra ID (for admin consent and, in the direct-cloud paths, token issuance) + +**LLM gateway:** + +- A gateway URL and API token from your IT team + +**Bedrock direct:** + +- An AWS account with Claude model access enabled in the target region +- An IAM OIDC identity provider and role configured to trust Microsoft Entra ID tokens + +**Vertex AI direct:** + +- A Google Cloud project with the Vertex AI API enabled and Claude model access in the target region +- A Google OAuth client configured with the add-in's redirect URI + +**Foundry direct:** + +- **An Azure AI Foundry resource with at least one Claude model deployed (Claude Opus 4.6, Opus 4.5, Sonnet 4.6, or Sonnet 4.5)** +- Deployment names must be left as the default model IDs (e.g. claude-opus-4-6); custom deployment names aren't supported yet. The adapter probes by model ID, so a renamed deployment won't be found. +- The resource's API key, from **Azure Portal → your Foundry resource → Keys and Endpoint → KEY 1** + +Your organization's IT team manages these resources. If you don't have the credentials you need, contact them—Anthropic can't provide or reset them for you. + +--- + +## Network allowlist + +The add-in needs to reach specific domains to function. Which domains depend on whether your organization uses the Anthropic API directly (1P) or a third-party platform (3P). Share the applicable table with your network or security team so they can allowlist these domains. + +> **Important:** In all configurations—including third-party—your prompts and Claude's responses travel only to your chosen inference provider (your gateway, Bedrock, Vertex AI, or Azure AI Foundry). The domains listed below that point to Anthropic (such as pivot.claude.ai) serve the add-in's interface, feature configuration, and operational telemetry. They don't carry prompt or response content. + +#### Anthropic API (1P) + +Use this table if people in your organization sign in with a Claude account and inference goes to api.anthropic.com. + +#### Third-party platforms (3P) + +Use this table if people in your organization sign in with Microsoft Entra ID and inference goes to your LLM gateway, Bedrock, or Vertex AI. + +--- + +## Deploy the add-in for third-party use (IT admins) + +Use the `claude-in-office` plugin to configure and deploy the add-in across your organization. This tool handles provisioning cloud resources (if using Bedrock or Vertex AI direct), generating the add-in manifest, and obtaining admin consent in a single guided flow. + +#### Use the setup wizard + +**[Install the plugin](https://github.com/anthropics/financial-services-plugins/tree/main/claude-in-office)** and run the interactive setup wizard: + +``` +claude plugin marketplace add anthropics/financial-services-plugins
claude plugin install claude-in-office@financial-services-plugins
/claude-in-office:setup +``` + +The wizard walks you through your connection path: + +- **LLM gateway**: Collects your gateway URL and token, determines which API format to use, generates the manifest, and handles Azure admin consent. +- **Bedrock direct**: Creates the IAM OIDC identity provider and role, generates the manifest, and handles Azure admin consent. +- **Vertex AI direct**: Walks you through creating the Google OAuth client, generates the manifest, and handles Azure admin consent. +- **Foundry direct:** Captures `azure_resource_name` and `azure_api_key`, then generates the manifest. + +When the wizard completes, the add-in is ready to deploy tenant-wide. + +> **Note:** The Bedrock and Vertex AI paths require Node.js for manifest generation and validation. The wizard checks for it and prompts you to install it if it's missing. + +You can use the following commands inside a `claude-in-office` session: + +#### What the wizard provisions + +The wizard automates resource creation based on your connection path. Here's what it sets up: + +**LLM gateway**: No cloud resources to provision. The wizard collects your gateway URL and token, then generates the manifest. + +**Bedrock direct**: Creates an IAM OIDC identity provider that trusts Microsoft Entra ID tokens, a role with bedrock:InvokeModel and bedrock:InvokeModelWithResponseStream permissions, and a trust policy scoped to the Claude add-in's application ID. + +**Vertex AI direct**: Walks you through creating a Google OAuth client in the GCP Console (this step can't be automated via CLI), enables the Vertex AI API, and captures the client ID and secret for the manifest. + +**Foundry direct**: No cloud resources to provision; the wizard collects the resource name and API key for the manifest. + +#### Per-user configuration + +If some values vary per user—for example, different gateway tokens or different AWS roles for different teams—the wizard can write per-user configuration via Microsoft Graph extension attributes. Run `/claude-in-office:update-user-attrs` with the per-user keys after the initial setup. + +#### Deploy to Microsoft 365 + +After the wizard generates your manifest: + +1. Open the **Microsoft 365 Admin Center** and go to **Settings** > **Integrated Apps** > **Upload custom apps**. +2. Select “Office Add-in” as the app type, then upload the manifest.xml file. +3. Choose who gets the add-in: + - If all users share the same configuration, select “Entire organization.” + - If you wrote per-user attributes in the previous step, assign to **Specific users/groups** matching exactly who was configured. Anyone else would open the add-in with no configuration. +4. Accept permissions and finish deployment. + +Propagation to users takes up to 24 hours (usually much faster). The add-in appears under **Home** > **Add-ins** in Excel, PowerPoint, and Word once it lands. + +> **Note:** Start with a pilot group to confirm the add-in works, then widen the assignment. You can change assignment later without redeploying. + +After deploying the add-in, your users can connect by following the steps below. + +--- + +## Connection instructions for end users + +#### LLM gateway + +1. Open Excel, PowerPoint, or Word and launch the Claude add-in. +2. On the sign-in screen, select "Enterprise gateway." +3. Enter the **Gateway URL** and **API token** your IT team provided. + - **Gateway URL**: The HTTPS base URL of your LLM proxy (for example, [https://llm-gateway.yourcompany.com](https://llm-gateway.yourcompany.com)). + - **API token**: The bearer token your proxy expects. The add-in sends this in the Authorization: Bearer
- model_name: claude-sonnet-4-5-20250929
litellm_params:
model: claude-sonnet-4-5-20250929
api_key: os.environ/ANTHROPIC_API_KEY
litellm_settings:
drop_params: true +``` + +#### Routing to Amazon Bedrock + +**yaml** + +``` +model_list:
- model_name: claude-sonnet-4-5-20250929
litellm_params:
model: bedrock/anthropic.claude-sonnet-4-5-20250929-v1:0
aws_region_name: us-east-1
litellm_settings:
drop_params: true +``` + +#### Routing to Google Cloud Vertex AI + +**yaml** + +``` +model_list:
- model_name: claude-sonnet-4-5-20250929
litellm_params:
model: vertex_ai/claude-sonnet-4-5-20250929
vertex_project: your-gcp-project-id
vertex_location: us-east5
litellm_settings:
drop_params: true +``` + +#### Routing to Azure + +**yaml** + +``` +model_list:
- model_name: claude-sonnet-4-5-20250929
litellm_params:
model: azure_ai/claude-sonnet-4-5-20250929
api_base: https://your-resource.services.ai.azure.com/anthropic
api_key: os.environ/AZURE_API_KEY
extra_headers:
x-api-key: os.environ/AZURE_API_KEY
litellm_settings:
drop_params: true +``` + +For detailed setup instructions, refer to **[LiteLLM's Anthropic format documentation](https://docs.litellm.ai/)**. + +--- + +## What Anthropic collects + +Even when inference goes through your own infrastructure, the add-in communicates with pivot.claude.ai to load its interface and with claude.ai/api/ to evaluate feature flags. These connections transmit operational telemetry—such as which features are used, performance timings, and error rates—so Anthropic can maintain and improve the add-in experience. They don't transmit your prompts or Claude's responses. + +Anthropic collects information in accordance with AWS Bedrock, Google Cloud Vertex AI, or Microsoft Azure's terms, consistent with Anthropic's arrangements with customers. Anthropic doesn't have access to a customer's AWS, Google, or Microsoft instance, including prompts or outputs it contains. Anthropic doesn't train generative models with such content or use it for other purposes. Anthropic can access metadata—such as tool use, token counts, and similar items—and use such metadata for analytic and product improvement purposes. + +For details on what your organization's gateway or cloud provider logs, contact your IT team. + +To route a full audit trail—including prompts, tool inputs, tool outputs, and document references—to your own infrastructure, see **[Configure a custom OpenTelemetry collector for Office agents](https://support.claude.com/en/articles/14447276-)**. + +--- + +## How this differs from signing in with a Claude account + +When you sign in with a Claude account, the add-ins connect directly to Anthropic. When you connect through a third-party platform, the add-ins send inference requests to your organization's infrastructure instead, and your IT team controls how that traffic is routed and logged. + +Some features that rely on having a Claude account aren't available through third-party platforms yet, but we're working on adding support: + +If your team needs these features, talk to your Claude admin about which sign-in path fits your organization. + +#### Add MCP connectors to third-party add-ins + +MCP connectors are now supported in Claude for Excel, PowerPoint, and Word. As an administrator, you can set the MCP gateway in the add-in manifest following the documentation here: **[MCP servers](https://github.com/anthropics/financial-services-plugins/blob/main/claude-in-office/commands/manifest.md#mcp-servers)**. If you prefer to use the bootstrap endpoint, you can configure MCP connectors following the documentation here: **[`mcp_servers`](https://github.com/anthropics/financial-services-plugins/blob/main/claude-in-office/commands/bootstrap.md#mcp_servers)**. + +#### Add Skills to third-party add-ins + +Skills are now supported in Claude for Excel, PowerPoint, and Word. The Anthropic financial services skills are available by default. Additional Skills may be added by administrators or manually by individuals. + +Administrators can add skills using the bootstrap endpoint, following the documentation here: **[`skills`](https://github.com/anthropics/financial-services-plugins/blob/main/claude-in-office/commands/bootstrap.md#skills)**. + +Individuals can manually upload local skills (either as a .zip, .skill, or SKILL.md file) and manage them individually. Skills are uploaded by selecting the "+" button, then Skills → "Upload Skills." + +#### Add file uploads to third-party add-ins + +File uploads are now supported in Claude for Excel, PowerPoint, and Word. Individuals can upload files by selecting the "+" button, then "Add files or photos" . + +--- + +## Troubleshooting + +#### "Connection refused" or network error + +The gateway URL or cloud endpoint is unreachable from the user's network. Verify the URL is correct, the service is running, and there are no firewall or VPN restrictions blocking the connection. Check the **Network allowlist** section above to confirm all required domains are allowed. + +#### 401 Unauthorized or "Invalid token" + +The auth token is invalid or expired. For gateway connections, confirm the token with your IT team. For direct-cloud connections, verify the user's Entra ID account is in the assigned group and that the OIDC trust or OAuth client is configured correctly. For Foundry, regenerate the key in Azure Portal → Keys and Endpoint. + +#### 403 Forbidden or "Access denied" + +The token is valid but lacks the right permissions. For Bedrock, verify the IAM role has `bedrock:InvokeModel` permissions. For Vertex, verify the service account has `aiplatform.endpoints.predict` permissions. For gateways, check the token's scope with your IT admin. For Foundry, check the resource’s networking rules, or confirm the key belongs to the right resource. + +#### 404 Not found + +The add-in couldn't reach the expected API path. For gateways, verify the URL is the base URL (for example, [https://litellm-server:4000)—don't](https://litellm-server:4000)%E2%80%94don't) include /v1/messages in the URL field. + +#### 500 or other server errors + +The gateway or cloud provider encountered an internal error. Check your gateway logs (for example, docker logs litellm if using LiteLLM) for upstream provider errors. Try the request again, and contact your IT admin if the issue persists. + +#### "No models available" + +The add-in couldn't find Claude models. For gateways, your gateway may not expose a model list at GET /v1/models. Your IT team can either configure the gateway to serve a model list or give you a specific model ID to enter manually. For Bedrock or Vertex, confirm that at least one Claude model (Claude Sonnet 4.5 or later) is enabled in your account and region. For Foundry, confirm at least one Claude model is deployed in the resource (Model catalog). + +#### Streaming responses fail or hang + +Verify that your gateway supports Server-Sent Events (SSE) pass-through. Some proxy configurations strip or buffer SSE connections, which prevents streaming responses from reaching the add-in. + +#### A feature I expected isn't available + +Connectors, skills, file uploads, and Working Across Apps aren't available through third-party platforms yet. If you need these, ask your admin about signing in with a Claude account instead. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) +- [Model availability in Claude for Government](https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government) diff --git a/claude/claude/features-and-capabilities/13947068-assign-tasks-from-anywhere-in-claude-cowork.md b/claude/claude/features-and-capabilities/13947068-assign-tasks-from-anywhere-in-claude-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..50e2eaf52a16c6c95c029a398166dc14321e082e --- /dev/null +++ b/claude/claude/features-and-capabilities/13947068-assign-tasks-from-anywhere-in-claude-cowork.md @@ -0,0 +1,132 @@ +--- +title: "Assign tasks from anywhere in Claude Cowork" +title_slug: "assign-tasks-from-anywhere-in-claude-cowork" +source_url: "https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork" +last_updated_iso: "2026-04-09T14:06:50Z" +article_id: "16223314" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Assign tasks from anywhere in Claude Cowork + +_Last updated: 2026-04-09T14:06:50Z_ + +Claude Cowork gives you one continuous conversation with Claude that you can reach from your phone or your desktop. Assign Claude a task, go do something else, and come back to the finished work. Claude runs on your computer—with access to your local files, connectors, plugins, and your apps through computer use—and messages you the result when it's done. + +> This capability is available in Claude Cowork on Pro and Max plans. It requires both the Claude Desktop app and the Claude mobile app. + +--- + +## Requirements + +To use this capability, you need: + +- The most recent version of the **Claude Desktop app** installed and running on your computer (macOS or Windows x64). Your computer must be awake and the app must be open for Claude to work on tasks. Download or update at **[claude.com/download](http://claude.com/download)**. +- The most recent version of the **Claude mobile app** installed on your phone. Existing mobile app users will need to update to the latest version before using this capability. +- **A Pro or Max plan**. +- **An active internet connection** on both devices. + +--- + +## How it works + +Instead of starting a new session for each task, you have a single persistent thread with Claude. This thread doesn't reset—Claude retains context from previous tasks, so you can pick up where you left off. + +Message Claude from your phone on the way to work, then follow up from your desktop when you sit down. It's the same conversation, same context, wherever you reach it. + +When you assign a task, Claude figures out what kind of work is needed and spins up the right session. Development tasks run in Claude Code; knowledge work runs in Cowork. These sessions appear in their respective sidebars. You can click into any session for details, or wait for the result in the thread. + +Claude messages you the outcome—a spreadsheet, a memo, a comparison table, a pull request—rather than showing you every step of the process. You'll get a push notification on your phone when a task is done or when Claude needs your go-ahead. + +--- + +## Get started + +Follow these steps to get started: + +1. Download or update Claude Desktop. +2. Download or update Claude for iOS/Android. +3. Open Cowork on either your phone or your desktop. +4. Click “Dispatch” on the left side panel. +5. You’ll land on a page describing the functionality. Click “Get started”: + +  +6. On the next screen, you can give Claude access to your files and keep your computer awake by toggling those on: + +  +7. Click “Finish setup.” +8. Start messaging Claude within the “Dispatch” section. + +After completing these steps, your continuous conversation with Claude syncs across both surfaces automatically. + +--- + +## What you can do + +From your phone, you can hand Claude tasks that use everything on your desktop, including things you can't open on your phone. For example: + +- Ask Claude to pull data from a local spreadsheet and compile a summary report. +- Have Claude search your Slack messages and email, then draft a briefing document. +- Request a formatted presentation built from files in your Google Drive. +- Tell Claude to organize or process files in a specific folder on your computer. + +Claude uses the same connectors, plugins, and file access you've already configured in Cowork. You don't need to set anything up separately for mobile. + +#### Retrieve files and outputs + +When Claude finishes a task that produces a file, you can access it directly from mobile or find it on your desktop at the location Claude specifies. + +#### Memory + +Claude remembers what you've worked on and learns how you work. Context carries across sessions, so you don't have to re-explain your preferences, your projects, or how you like things done. + +You control what Claude remembers. You can view, edit, and delete your memory at any time. + +#### Scheduled tasks and routines + +You can set up tasks that Claude runs automatically on a schedule. Tell Claude once to check your email every morning, pull your metrics every week, or compile a Friday report—and it handles it from there without being asked again. + +For more on setting up and managing scheduled tasks, see **[Schedule recurring tasks in Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-cowork)**. + +#### Computer use + +Claude can use the apps on your computer to complete tasks you assign through Dispatch. If you ask Claude to update a spreadsheet in Excel, navigate an internal dashboard, or run your dev tools, Claude can work directly with those apps on your desktop. + +For details on how computer use works, permissions, and safety guidance, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-computer-use-safety)**. + +--- + +## Safety considerations + +From your phone, you can now access everything on your desktop through Claude—including files, connectors, any plugins you've installed, and your apps through computer use. + +Giving a mobile AI agent remote control of a desktop AI agent creates a chain where instructions from your phone can trigger real actions on your computer—including reading, moving, or deleting local files, interacting with connected services, and controlling your browser, and using your desktop apps.. This is powerful, but it also means mistakes (or malicious content the model encounters along the way) can have real consequences. A manipulated instruction, an unexpected command, or a phishing link opened in your browser could cascade into actions that are difficult or impossible to undo. + +Before enabling this, make sure you: + +- Trust every app and service in the chain +- Understand what files and accounts are accessible +- Know how to quickly disconnect or revoke access + +Only connect these agents if you're comfortable with what they *could* do, not just what you intend them to do. + +For additional safety guidance, see **[Use Cowork safely](https://support.claude.com/en/articles/13364135-use-cowork-safely)**. + +--- + +## Current limitations + +The following limitations apply: + +- **Your desktop must be active.** Claude works on your desktop computer. If your computer is asleep or the Claude Desktop app is closed, Claude can't work on tasks. +- **Computer use runs outside the virtual machine.** When Claude uses your apps through computer use, it operates outside the Cowork sandbox. For details, see **[Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-computer-use-safety)**. +- **One continuous thread.** There's no way to start a new thread or manage multiple threads. All messages live in a single conversation. + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Schedule recurring tasks in Claude Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude/features-and-capabilities/13979539-custom-visuals-in-chat.md b/claude/claude/features-and-capabilities/13979539-custom-visuals-in-chat.md new file mode 100644 index 0000000000000000000000000000000000000000..181ae1844e4dfcacb0fefc4153b1a2169de0a9f6 --- /dev/null +++ b/claude/claude/features-and-capabilities/13979539-custom-visuals-in-chat.md @@ -0,0 +1,72 @@ +--- +title: "Custom visuals in chat" +title_slug: "custom-visuals-in-chat" +source_url: "https://support.claude.com/en/articles/13979539-custom-visuals-in-chat" +last_updated_iso: "2026-03-16T20:28:53Z" +article_id: "16262087" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Custom visuals in chat + +_Last updated: 2026-03-16T20:28:53Z_ + +Claude can generate custom diagrams, charts, and interactive visuals directly in your conversation. When a visual would explain something better than text, Claude builds one from scratch—shaped to your specific question, rendered inline as part of the response. + +> **Note: **Custom visuals are currently in beta and available to all Claude users on web and desktop. + +## How it works + +You don’t need to turn anything on. Claude decides when a visual would help based on what you’re asking. You can also ask directly—try phrases like “draw this as a diagram,” “show me how this changes over time,” or “chart this data.” + +Once a visual appears, you can interact with it—click buttons, adjust sliders, expand it to full screen—and keep asking follow-up questions. Claude can update or rebuild the visual as the conversation continues. + +Here are a few examples of what Claude might generate: + +- “Show me how this process works” → Claude shows you by creating a flowchart. +- Upload a CSV and ask “What does the data show?”→ Claude generates an interactive chart. +- “Help me decide between two different options” → Claude outputs a side-by-side comparison. +- “Visualize this system or concept” → Claude builds a diagram alongside its explanation. + +## Keep a visual + +Custom visuals are ephemeral by default. They live inline as part of Claude's response and aren't saved separately when the conversation moves on. Think of them less like a finished file and more like a whiteboard sketch. + +However, if you do want to keep a visual, you have a few options: + +- **Copy as image** — grab a static snapshot for notes, slides, or a quick paste. +- **Download** — save the visual as an .svg or .html file. +- **Save as artifact** — convert it into an artifact you can keep, publish, and iterate on over time. + +This is the main practical difference from artifacts: artifacts are persistent and shareable from the start, while custom visuals help you think in the moment and only stick around if you choose to keep them. If you want to build something persistent—a tool, an app, a document to share—ask Claude to create an artifact instead. For more information, see **[What are artifacts and how do I use them?](https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them)** + +## How are custom visuals built? + +Custom visuals aren’t photos or illustrations. Claude builds them using HTML—the same building blocks as web pages—so they’re interactive and specific to your question rather than static images. + +--- + +## Limitations + +- Custom visuals are available in chats on Claude web and desktop apps only. They don’t render on Claude for iOS or Claude for Android or in Cowork sessions. +- If you share a chat, the visual renders for the recipient on web and desktop only and they must be logged in to view. +- Visuals aren't saved automatically. To keep one, use one of the options described above. +- This feature is in beta. Visual quality and complexity will vary, and Claude may not always choose to generate a visual when you expect one. + +--- + +## Tips + +- **Ask for what you want. **If Claude gives a text output when you’d prefer a visual, try rephrasing—“show me a diagram of how this works” or “chart this for me.” +- **Smarter is better.** Opus performs the best at visualization tasks, so if you’re going for something complex, we’d recommend choosing a more intelligent model. +- **Personalize your visuals.** If you tell Claude “make all my visualizations pink”, Claude will remember. +- **Iterate in the conversation. **You can ask Claude to adjust a visual the same way you’d ask it to revise text—“make the chart show monthly instead of yearly” or “add a third option to the comparison.” + +## Related Articles +- [Can Claude produce images?](https://support.claude.com/en/articles/9002504-can-claude-produce-images) +- [What are artifacts and how do I use them?](https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Visual and interactive content](https://support.claude.com/en/articles/13641943-visual-and-interactive-content) diff --git a/claude/claude/features-and-capabilities/14116274-organize-your-tasks-with-projects-in-claude-cowork.md b/claude/claude/features-and-capabilities/14116274-organize-your-tasks-with-projects-in-claude-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..a627e3e2f5ae05e5fb5fd18b8043db1650e985d0 --- /dev/null +++ b/claude/claude/features-and-capabilities/14116274-organize-your-tasks-with-projects-in-claude-cowork.md @@ -0,0 +1,106 @@ +--- +title: "Organize your tasks with projects in Claude Cowork" +title_slug: "organize-your-tasks-with-projects-in-claude-cowork" +source_url: "https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork" +last_updated_iso: "2026-04-09T14:04:37Z" +article_id: "16463631" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Organize your tasks with projects in Claude Cowork + +_Last updated: 2026-04-09T14:04:37Z_ + +Projects in Claude Cowork let you group related tasks into dedicated workspaces with their own files, context, instructions, and memory. If you use projects on Claude, Cowork projects work similarly, but they live locally on your desktop and are built around the tasks you run through Cowork. + +## Availability + +> **Important:** This feature requires the latest version of Claude Desktop. Start by updating your desktop app if you’re not using the latest version. + +Cowork is available for paid plans (Pro, Max, Team, Enterprise) on: + +- **Claude Desktop for macOS** + - **[Click here](https://claude.ai/api/desktop/darwin/universal/dmg/latest/redirect) **to download +- **Claude Desktop for Windows** + - Cowork requires the latest version of Claude for Windows. Download or update at **[our download page](https://claude.com/download)**. + +--- + +## Create a project + +Find **Projects** in the left navigation panel and click the “+” button to see the three different ways to create a project: + + + +#### Start from scratch + +Selecting “Start from scratch” allows you to set up a new folder with instructions and files: + + + +#### Import from a Claude project + +After selecting “Import from project,” you’ll see a “Search projects in Chat…” field: + + + +Clicking into the field will display a drop-down showing your recent projects, but you can also use it to search all your projects. After you select a chat project (bulk upload is not supported), you can name the new Cowork project and choose where to save it on your computer: + + + +Clicking “Create” will transfer the files and instructions from your existing Claude project and create a new Cowork project. + +#### Use an existing folder on your computer + +If you select “Use an existing folder,” you’ll be prompted to pick a file to use as context for the new Cowork project: + + + +After selecting a folder, you can name the new Cowork project, choose where to save it on your computer, add instructions, and attach any additional files. Click “Create” to start using your new project: + + + +--- + +## What's included in a project + +Each project has its own: + +- **Instructions** — Add tone, formatting, or rules to help guide how Claude works on all tasks in the project. +- **Scheduled tasks** — Set up recurring tasks that are specific to the project. +- **Context** — Add a local folder, link a chat project, or paste in a URL for Claude to reference. +- **Memory** — Claude remembers context from your work within the project. + +--- + +## Memory in projects + +Memory is enabled for Cowork projects. This means Claude can remember context from tasks you've run in a project and apply it to future tasks in the same project. Memory is scoped to the project, so what Claude learns in one project doesn't carry over to others. + +For more information about how memory works, see **[Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context)**. + +--- + +## Archive a project + +When you archive a project in Cowork: + +- The project's metadata is removed from the UI, but is not removed locally. +- Any related files or folders stored on your computer are not affected. + +--- + +## Current limitations + +- Projects are only available in Cowork, not in Claude Code. Support for Claude Code is planned for a future update. +- Projects are desktop-only and stored locally. There's no cloud sync for project data at this time. +- For members of Team and Enterprise plans, Cowork projects do not support **[project sharing](https://support.claude.com/en/articles/9519189-manage-project-visibility-and-sharing)**. + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Schedule recurring tasks in Claude Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork) +- [Assign tasks from anywhere in Claude Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork) +- [Let Claude use your computer in Cowork](https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork) diff --git a/claude/claude/features-and-capabilities/14128542-let-claude-use-your-computer-in-cowork.md b/claude/claude/features-and-capabilities/14128542-let-claude-use-your-computer-in-cowork.md new file mode 100644 index 0000000000000000000000000000000000000000..6c15ebc0f5ded71ebc56c8b8f91a3d7f79e8bc10 --- /dev/null +++ b/claude/claude/features-and-capabilities/14128542-let-claude-use-your-computer-in-cowork.md @@ -0,0 +1,136 @@ +--- +title: "Let Claude use your computer in Cowork" +title_slug: "let-claude-use-your-computer-in-cowork" +source_url: "https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork" +last_updated_iso: "2026-04-01T21:25:54Z" +article_id: "16481744" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Let Claude use your computer in Cowork + +_Last updated: 2026-04-01T21:25:54Z_ + +Claude can now use your computer to complete tasks in Cowork and Claude Code (refer to our **[Claude Code Docs](https://code.claude.com/docs/en/desktop#let-claude-use-your-computer)** for more information about this). When Claude doesn't have a connector or tool for what you need, it navigates your screen directly—clicking, typing, and opening apps just like you would. It can work in your browser, open files, and run your dev tools automatically, with no setup required. + +> Computer use is in research preview for Pro and Max plans. It’s available in Cowork and Claude Code in the Claude Desktop application for both macOS and Windows. This early research preview comes with risks—review **[Use Cowork safely](https://support.claude.com/en/articles/13364135-use-cowork-safely)** before using this capability. + +--- + +## How computer use works with Cowork + +In Cowork, Claude uses the most precise tool first. When you assign a task, Claude follows this order: + +1. **Connectors. **If a connector is available—like Gmail, Google Drive, or Slack—Claude uses it. This is the fastest and most reliable path. +2. **Browser. **When there isn’t a connector for the tool you need, Claude can navigate the Chrome browser to work on your task using Claude in Chrome. +3. **Screen interaction. **Claude uses computer use to interact directly with your screen: clicking, typing, and navigating your desktop apps. + +Claude prioritizes the fastest method. For example, pulling messages through your Slack connection takes seconds, but navigating Slack through your screen takes much longer and is more error-prone. + +--- + +## What you can do + +Computer use lets Claude work with the apps and files on your machine. For example: + +- Pull together a competitive analysis using local files and connected tools, then compile it into a formatted report. +- Open your phone simulator, interact with the app you developed, and find UX issues. +- Fill in a spreadsheet with data from multiple sources, format it, and save it to a shared folder. +- Navigate apps that don’t have connectors—like an internal dashboard or a specialized tool your team uses. + +If your work involves a physical machine, Claude keeps working while you step away. Your computer just needs to be on. + +--- + +## Permissions and access + +Claude asks for your permission before accessing each application. You’ll see a prompt and must approve before Claude can interact with that app. Some apps are off-limits by default. + + + +Claude is trained to avoid risky operations—like transferring funds, modifying or deleting files, or handling sensitive data—and to flag signs of prompt injection. However, these safeguards aren't perfect, and Claude may occasionally act outside these boundaries. + +--- + +## Safeguarding personal data + +When Claude uses computer use, Claude takes screenshots of your computer to understand how to navigate the screen and the apps to which you’ve given permission. This means Claude can see any information visible on your screen or those apps, including personal data, sensitive documents, or private information belonging to you or others. + +Be mindful of what's visible when using Claude, especially on apps containing confidential information. Close files or apps with sensitive information before using computer use. + +#### Claude is trained to avoid + +- Engaging in stock trading or investment transactions +- Inputting sensitive data +- Gathering or scraping facial images + +These guardrails are part of how Claude is trained and instructed, but they aren't absolute. Don't rely on them as a substitute for blocking access to sensitive apps. + +#### Recommendations + +- Do not give computer use permission access to sensitive apps (such as banking, healthcare, government). +- Start with simple tasks like research or organizing rather than complex multi-step workflows. +- Make sure your prompts are specific and carefully tailored to avoid Claude doing things you didn't intend. + +#### What to avoid + +We strongly advise against using computer use to manage or take actions on sensitive information including but not limited to: + +- Managing financial accounts or investments +- Handling legal documents or contracts +- Processing medical or health information +- Interacting with apps containing personal information of others + +#### Memory + +Cowork has memory, which means Claude can learn how you work and retain context across sessions. Sensitive data—like passwords, financial details, or health information—is excluded from memory. You can view, edit, and delete what Claude remembers at any time. + +--- + +## Safety + +Computer use runs outside the virtual machine that Cowork normally uses for working on your files and running commands. This means Claude is interacting with your actual desktop and apps, rather than an isolated sandbox. We’ve built safeguards for this: + +- **Per-app permissions. **Claude asks before accessing each application, and some sensitive apps (investment and trading platforms, cryptocurrency) are blocked by default. +- **App blocklist.** Prevent Claude from accessing certain apps by adding them to a blocklist. Any requests from Claude to use blocked applications will be automatically denied. +- **Action review.** Our system scans for signs of prompt injection when Claude uses your computer, and Claude will ask permission before accessing new applications. You can stop Claude at any point. But this capability is still early, and attacks are constantly evolving—stay cautious. + +That said, computer use is a new capability, and the threats it guards against are constantly evolving. Claude makes mistakes, and no safeguards are perfect. Start with apps you trust and monitor Claude’s work—especially early on. Note that actions taken in one app can impact other apps. For example, clicking a link in your email app might open it in Chrome, even if you haven’t explicitly granted Claude permission to use Chrome (we can prevent Claude from seeing the Chrome window but can’t stop the link from opening). We don't recommend for use on apps with sensitive data relating to your healthcare, finances, or other personal records. + +For detailed safety guidance, see **[Use Cowork safely](https://support.claude.com/en/articles/13364135-use-cowork-safely)**. + +--- + +## Current limitations + +This is a research preview. Keep the following in mind: + +- Your desktop must be active. Your computer needs to be awake and the Claude Desktop app needs to be open for computer use to work. +- Complex tasks sometimes need a second try. Computer use works well for many tasks, but may struggle with complex multi-step workflows. +- Screen interaction is slower than connectors. When Claude works through your screen instead of a direct integration, tasks take longer. Where possible, connect the tools you use most. +- Available on Pro and Max plans only. Team and Enterprise plans don’t have access to computer use at this time. + +--- + +## Get started with computer use + +To start using computer use: + +1. Make sure you have the latest version of Claude Desktop. Download or update at claude.com/download. +2. Open the desktop app and go to **Settings > General** (under **Desktop app**). +3. Find the **Computer use** toggle and turn it on: + +  +4. Open Cowork or Claude Code in the desktop app and start a session. +5. Ask Claude to do something that involves an app on your computer. Claude will ask for permission to access the app before proceeding. + +We’re sharing this early because it’s the kind of capability that gets better with real usage. If something doesn’t work as expected, use the in-app feedback button or reach out to [usersafety@anthropic.com](mailto:usersafety@anthropic.com). + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Schedule recurring tasks in Claude Cowork](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork) +- [Assign tasks from anywhere in Claude Cowork](https://support.claude.com/en/articles/13947068-assign-tasks-from-anywhere-in-claude-cowork) diff --git a/claude/claude/features-and-capabilities/14328846-browse-skills-connectors-and-plugins-in-one-directory.md b/claude/claude/features-and-capabilities/14328846-browse-skills-connectors-and-plugins-in-one-directory.md new file mode 100644 index 0000000000000000000000000000000000000000..ff5e67d1c0e5915fce9767d94bd81e242a003cbc --- /dev/null +++ b/claude/claude/features-and-capabilities/14328846-browse-skills-connectors-and-plugins-in-one-directory.md @@ -0,0 +1,56 @@ +--- +title: "Browse skills, connectors, and plugins in one directory" +title_slug: "browse-skills-connectors-and-plugins-in-one-directory" +source_url: "https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory" +last_updated_iso: "2026-03-31T13:36:01Z" +article_id: "16740819" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Browse skills, connectors, and plugins in one directory + +_Last updated: 2026-03-31T13:36:01Z_ + +Our unified directory brings skills, connectors, and plugins together in one place so you can find and install everything that customizes Claude without switching between separate menus. On Team and Enterprise plans, the directory is also where skills shared across your organization appear. + +--- + +## Access the directory + +1. Open Claude or Claude Desktop +2. Click “Customize” in the left sidebar. +3. Click on the tab you want to view (Skills, Connectors, or Plugins), then the “+” button. +4. Select “Browse [skills / connectors / plugins]” to open the unified directory. + +#### Skills + +To open the Skills directory, go to **[Customize > Skills](https://claude.ai/customize/skills)**, click the “+” button, then “Browse skills.” Click the “Install” button on any skill to add it to your skills list. Once installed, the skill appears in **[Customize > Skills](https://claude.ai/customize/skills)** and is enabled by default, so Claude can use it automatically when relevant. You can toggle it off at any time, but the skill stays in the directory so you can re-enable it later. + +Skills you install from the directory are view-only—you can use them, but you can’t edit the skill contents. If you want to change how a skill works, download a copy, modify it, and upload it as your own. + +For members of Team and Enterprise plans, the “Your organization” tab surfaces skills that have been shared with your entire organization. This includes skills that owners have provisioned centrally and skills that colleagues have shared org-wide. You can’t fully delete org-shared skills from your list—only the person who shared the skill or an organization owner can remove it from the directory. + +> **Note: **Skills shared with you directly by a colleague don’t appear in the directory—they go straight to your skills list. See **[Use skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude)** for details on how shared skills work. + +#### Connectors + +The connectors tab shows the same catalog of services you can connect Claude to, now in the unified view. Click "Connect" on any service to start the authentication flow. For more on connecting and managing services, see **[Use connectors to extend Claude’s capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities)**. + +#### Plugins + +The plugins tab shows available plugins, including any your organization has distributed through a plugin marketplace. Click "Install" to add a plugin. For more on installing and customizing plugins, see **[Use plugins in Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-cowork)**. + +## For organization owners + +Skill sharing to the directory is off by default. To let people in your organization share skills org-wide, enable the **Share with organization** toggle in **[Organization settings > Skills](https://claude.ai/admin-settings/skills)**. You can also enable the **Skill sharing** toggle separately, which lets people share skills with specific colleagues without publishing to the directory. + +For full details on configuring sharing and provisioning skills centrally, see **[Provision and manage skills for your organization](https://support.claude.com/en/articles/13119606-provision-and-manage-skills-for-your-organization)**. + +## Related Articles +- [When to use desktop and web connectors](https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors) +- [What are Skills?](https://support.claude.com/en/articles/12512176-what-are-skills) +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Provision and manage Skills for your organization](https://support.claude.com/en/articles/13119606-provision-and-manage-skills-for-your-organization) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) diff --git a/claude/claude/features-and-capabilities/14465370-use-claude-for-word.md b/claude/claude/features-and-capabilities/14465370-use-claude-for-word.md new file mode 100644 index 0000000000000000000000000000000000000000..46014090fe64135246f934e11f8484148f38006c --- /dev/null +++ b/claude/claude/features-and-capabilities/14465370-use-claude-for-word.md @@ -0,0 +1,313 @@ +--- +title: "Use Claude for Word" +title_slug: "use-claude-for-word" +source_url: "https://support.claude.com/en/articles/14465370-use-claude-for-word" +last_updated_iso: "2026-04-17T15:24:21Z" +article_id: "16914654" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use Claude for Word + +_Last updated: 2026-04-17T15:24:21Z_ + +Claude for Word is an add-in that integrates Claude into your Word workflow. It’s designed for professionals who work extensively with documents, particularly in legal review, financial memo drafting, and iterative editing. + +> Claude for Word is currently in beta and available to Pro, Max, Team, and Enterprise plans. + +With Claude for Word, you can: + +- Ask questions about your document and get answers with clickable section citations. +- Edit selected text while preserving surrounding styles, numbering, and formatting. +- Use tracked changes mode so every edit lands as a revision you can accept or reject in Word’s native review pane. +- Have Claude work through comment threads, editing the anchored text and replying with what it changed. +- Fill templates with drafted content that inherits your document’s heading and paragraph styles. +- Find every provision touching a theme with semantic navigation, not just keyword search. + +--- + +## Get started with Claude for Word + +#### Supported versions + +- Word on the web +- Word on Windows (Microsoft 365 subscription, Version 2205 / Build 15202.10000 or later) +- Word on Mac (version 16.61 / Build 22040100 or later) + +#### For individuals + +1. Navigate to the **[Claude for Word listing on Microsoft Marketplace](https://marketplace.microsoft.com/en-us/product/office/WA200010453?tab=Overview)**. +2. Click “Get it now” to install the add-in. +3. Open Word, activate the add-in, and sign in with your Claude account. + +#### For admins + +**Deploy Claude for Word to your organization:** + +1. Visit the **Microsoft 365 Admin Center**. +2. Navigate to **Settings > Org Settings > User owned apps and services** and ensure that **“Let users access the Office Store”** is toggled on. +3. Navigate to **Settings > Integrated apps > Add-ins**. +4. Search for “Claude by Anthropic for Word” in Microsoft AppSource. +5. Deploy the add-in to your organization or specific people. +6. Share these instructions with your team: **Microsoft’s deployment guide**. + +After installation, team members can open Word, activate the Claude add-in (from Tools > Add-ins on Mac or Home > Add-ins on Windows), sign in with their Claude credentials, and start working with their documents. + +> **Important:** Organizations that have disabled “Let users access the Office Store” may find that admin-deployed add-ins don’t appear for people. To work around this, deploy using the manifest XML files provided below. + +For IT administrators deploying to multiple people: + +**Step 1: Obtain the custom manifest** + +1. Click **[this link](https://pivot.claude.ai/manifest-word.xml)** to download the custom manifest XML file. +2. Save this file to a secure location. + +**Step 2: Access Microsoft 365 Admin Center** + +1. Navigate to **https://admin.microsoft.com** +2. Sign in with your admin credentials. +3. Go to **Settings > Integrated apps**. + +**Step 3: Upload the custom add-in** + +1. Click “Upload custom apps.” +2. Select “Office Add-in.” +3. Choose “I have a manifest file on this device.” +4. Browse and select the Claude for Word manifest XML file. +5. Click “Upload.” + +**Step 4: Assign people** + +Choose your deployment scope: + +- **Entire organization: **All people get access +- **Specific users: **Enter individual email addresses +- **Specific groups: **Select security groups or distribution lists +- **Just yourself: **For admin testing only + +**Step 5: Deploy** + +1. Review deployment settings. +2. Click “Deploy.” +3. The add-in will be available within minutes (may take up to 24 hours for full organization rollout). + +**Step 6: Access** + +- People will see Claude appear in Word’s Home ribbon. +- First-time people will need to sign in with their Claude accounts. +- No additional installation required. + +#### Connect through an LLM gateway + +If your organization routes API traffic through an internal LLM gateway connected to Amazon Bedrock, Google Cloud Vertex AI, or Microsoft Azure, you can use the add-in without a Claude account. This is the same gateway pattern used by Claude Code. + +For setup instructions and gateway requirements, see **[Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-and-powerpoint-with-third-party-platforms)**. + +--- + +## Key features + +#### Read and understand documents + +Ask Claude questions about specific sections, clauses, or defined terms in your document. Claude provides answers with clickable citations that navigate directly to the referenced section in your document. + +**Example prompts:** + +- “What’s the liability cap and is it mutual?” +- “Summarize the key commercial terms in this agreement” +- “What assumptions drive the revenue forecast in section 3?” + +#### Edit selected text + +Select a passage and tell Claude what to change. Claude edits only the selection while preserving surrounding styles, numbering, and formatting. New text inherits the paragraph style, font, and numbering of the surrounding content. + +**Example prompts:** + +- “Tighten this paragraph and drop the passive voice” +- “Rewrite this clause to make the indemnification mutual” +- “Simplify this section for a non-technical audience” + +#### Track changes mode + +When you enter suggested edits mode, Claude’s edits land as tracked revisions. The original text is visible as a deletion and the new text as an insertion, all reviewable in Word’s native review pane. This gives you a clear audit trail of what Claude changed, so you can accept or reject each revision individually. + +**Example prompts:** + +- “Rewrite §4.2 to cap damages at 12 months of fees, and make it mutual” +- “Draft a mutual indemnification clause after §8” + +#### Comment-driven editing + +Claude reads comment threads in your document, understands what text each thread is anchored to, and can work through them one by one. For each comment, Claude edits the anchored passage and replies to the thread with a note explaining what it did. + +**Example prompts:** + +- “Work through my open comments” +- “Address the comment on the liability section” + +#### Summarize counterparty redlines + +When a counterparty returns a document with tracked changes, Claude can read and summarize what they changed. Ask Claude to group changes by severity or flag the ones worth pushing back on. + +**Example prompts:** + +- “Summarize what the other side changed and flag anything that’s worth discussing” +- “Which of these redlines are dealbreakers?” + +#### Fill templates + +Draft sections in your document’s heading and paragraph styles. Claude uses your template’s formatting when generating content, so new headings, bullets, and table entries match what’s already there. Tables populate in place without reflowing layout or changing column widths. + +**Example prompts:** + +- “Draft the Key Risks section with four risks in the template’s style” +- “Populate the summary table with revenue, gross margin, and net retention for the last three years” + +#### Semantic navigation + +Find every provision or passage in your document that touches a specific theme. Claude returns thematic matches, not just keyword hits, and each result navigates to the relevant location on click. + +**Example prompts:** + +- “Find every provision touching data retention” +- “Where does this agreement address termination?” + +## Work across Word, Excel, and PowerPoint + +Claude for Word shares context with Claude for Excel and Claude for PowerPoint, so Claude can work across your open documents in a single conversation. For example, you can ask Claude to pull numbers from an Excel model into a Word memo, or summarize a Word document into PowerPoint slides, without copying and pasting between apps. + +For setup instructions, see **[Work across Excel, PowerPoint, and Word](https://support.claude.com/en/articles/13892150-work-across-excel-and-powerpoint)**. + +--- + +## Context and session management + +- **Auto-compaction: **We automatically compact longer conversations into new conversations to avoid running out of context. +- **Overwrite protection: **To avoid accidental data loss, Claude warns you before overwriting existing content. + +> **Note:** Your use of Claude for Word is associated with your existing Claude account and is subject to the same usage limits. + +--- + +## Current limitations + +For Claude for Word use, we automatically delete inputs and outputs on our backend within 30 days of receipt or generation, except in cases outlined in **[How long do you store my organization’s data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)** Data will be deleted after 30 days, but will be cached for a number of hours so users can access context in recently closed out documents. + +This is unlike our other commercial products (Team and Enterprise plans) that allow you to save and continue conversations with Claude. Chat history isn’t saved between sessions. + +Currently, observability and audibility are not available with this feature. Claude for Word doesn’t inherit custom data retention settings your organization might have set, and isn’t included in Enterprise audit logs or the Compliance API at this time. + +As a beta feature, Claude for Word is **not recommended** for: + +- Final client deliverables or counterparty sends without human review +- Litigation filings or audit-critical documents without verification +- Replacing legal or financial judgment +- Documents containing highly sensitive or privileged data without proper controls + +#### Unsupported versions + +- Word 2016 / 2019 (perpetual/volume licensed) +- Word on iPad +- Word on Android +- Microsoft 365 Word builds older than Version 2205 (Windows) or 16.61 (Mac) + +--- + +## Best practices + +To use Claude for Word safely and effectively: + +- Always review tracked changes before accepting them. +- Verify that outputs match your firm’s playbook and standard positions. +- Use appropriate permissions and access controls. +- Maintain human oversight for client-facing work. + +--- + +## Prompt injection attack risks + +Only use Claude for Word with trusted documents and not documents from external untrusted sources (for example, downloaded templates, counterparty files, or collaborative documents shared via email). + +An important risk for people using Claude for Word and other AI tools that can read and edit documents is prompt injection attacks that hide malicious instructions in document content (text, comments, tracked changes, headers, footers) to trick AI models into taking unintended actions. For example, a seemingly routine contract received from an external party might contain hidden instructions to modify terms or exfiltrate data. Claude may interpret these instructions as legitimate requests from you. + +Our testing has identified edge scenarios where Claude for Word can be manipulated to: + +- **Extract and share sensitive information **with bad actors through web searches containing your sensitive data or file system access that exposes proprietary information. +- **Modify critical content **such as contract terms or financial figures. +- **Perform destructive actions **without verification (should you allow Claude to act without verifying its actions), exploiting Claude’s helpful nature to delete or alter important content. + +While we continue to develop our offerings and improve safety measures to reduce these risks, you should exercise caution when using Claude for Word and should not use it with documents from external, untrusted sources. + +--- + +## Example use cases + +#### Legal contract review + +- “Summarize the key commercial terms: parties, term, governing law, and anything off-market” +- “Flag provisions that deviate from standard market position, ranked by severity” +- “Make the indemnification mutual and insert our standard fallback language” +- “Work through all five reviewer comments as tracked changes” +- “What did the counterparty change, and which revisions are dealbreakers?” + +#### Finance memo drafting + +- “Draft the Investment Thesis section with three points, pulling the numbers from the uploaded 10-K” +- “Populate the summary table with revenue, gross margin, and FCF for the last three years” +- “Too generic on point two. Use the customer count from the deck” +- “Address the partner’s comment on the Risks section” + +#### Document QA and consistency + +- “Flag inconsistent defined terms and broken cross-references” +- “Check the numbering scheme for gaps” +- “Proofread for spelling, grammar, and punctuation” +- “Is the same party referred to by different names anywhere in this document?” + +#### General document editing + +- “Tighten section 4 and drop the passive voice” +- “Rewrite this for a non-technical audience” +- “Add a fourth risk addressing customer concentration” +- “Define this term and use it consistently throughout” + +--- + +## Frequently asked questions + +#### Which models are available when using Claude for Word? + +You can switch between Opus 4.7, Opus 4.6, and Sonnet 4.6 when using Claude for Word. + +#### Does Claude understand legal and financial document conventions? + +Claude recognizes common document patterns including multi-level legal numbering, defined terms, cross-references, and standard contract structures. However, always verify that outputs match your specific requirements and your firm’s standard positions. + +#### Can I use Claude for Word with sensitive data? + +Claude for Word works within your existing security framework. For highly sensitive or regulated data, ensure you follow your organization’s data handling policies. + +#### What happens to my chat history? + +Currently, chat history isn’t saved between sessions. Each time you open the add-in, you start a fresh conversation with Claude. + +#### How does Claude access my document? + +Claude reads the content of your currently open document, including text, comments, tracked changes, footnotes, tables, and bookmarks. It can only access the document you have open in Word. + +#### What if Claude makes a mistake? + +In tracked changes mode, you can review every edit before accepting it. You can always undo changes using Word’s standard undo function (Ctrl+Z / Cmd+Z). + +#### Does Claude support .doc files? + +Claude for Word supports .docx files. If you’re working with a legacy .doc file, save it as .docx first. + +## Related Articles +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Work across Excel, PowerPoint, and Word](https://support.claude.com/en/articles/13892150-work-across-excel-powerpoint-and-word) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) diff --git a/claude/claude/features-and-capabilities/14479591-use-dictation-in-office-agents.md b/claude/claude/features-and-capabilities/14479591-use-dictation-in-office-agents.md new file mode 100644 index 0000000000000000000000000000000000000000..4b491e8ab506629d624837dcb78625af48a859b4 --- /dev/null +++ b/claude/claude/features-and-capabilities/14479591-use-dictation-in-office-agents.md @@ -0,0 +1,42 @@ +--- +title: "Use dictation in Office agents" +title_slug: "use-dictation-in-office-agents" +source_url: "https://support.claude.com/en/articles/14479591-use-dictation-in-office-agents" +last_updated_iso: "2026-04-07T23:40:44Z" +article_id: "16936768" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Use dictation in Office agents + +_Last updated: 2026-04-07T23:40:44Z_ + +Dictation lets you speak your prompts instead of typing them when using Office agents. Click the microphone icon in the chat input, speak, and your words appear in the composer as you talk. + +Dictation is available for organizations that sign in with Claude directly. It isn't available when Office agents is configured with third-party authentication such as a gateway, Vertex AI, or Bedrock. See below for more information. + +## How it works + +When you click the microphone, Office agents streams your audio to Anthropic's transcription service, the same infrastructure that powers dictation in the Claude apps. The transcribed text appears in the composer in real time. Click the microphone again to stop, or press Enter to stop and send in one step. + +Nothing is transcribed on your device, and your audio isn’t sent to any third-party service. Audio is processed entirely on Anthropic’s infrastructure and isn’t retained; only the resulting text remains in your composer. + +## Use dictation + +- Click the microphone icon on the right side of the chat input. The placeholder changes to *Listening...* and the button turns blue. +- Speak your prompt. Your words appear in the composer as you talk. +- Click the microphone again to stop, or press Enter to stop and send in one step. +- To choose a different microphone, hover over the microphone icon and click the arrow that appears. + +## Why dictation isn't available with third-party authentication + +In third-party environments, Office agents do not send prompts to Anthropic directly. Spoken audio is effectively a prompt, so dictation isn’t offered there. If you need voice input in a third-party environment, use the dictation feature built into your operating system or Office application instead. + +## Related Articles +- [How do I view and sign your Data Processing Addendum (DPA)?](https://support.claude.com/en/articles/7996862-how-do-i-view-and-sign-your-data-processing-addendum-dpa) +- [Business Associate Agreements (BAA) for Commercial Customers](https://support.claude.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers) +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) diff --git a/claude/claude/features-and-capabilities/14503520-available-beta-and-research-preview-features.md b/claude/claude/features-and-capabilities/14503520-available-beta-and-research-preview-features.md new file mode 100644 index 0000000000000000000000000000000000000000..4572a7d8b9d0cafbe5dc5637a49e97d68c28a132 --- /dev/null +++ b/claude/claude/features-and-capabilities/14503520-available-beta-and-research-preview-features.md @@ -0,0 +1,57 @@ +--- +title: "Available beta and research preview features" +title_slug: "available-beta-and-research-preview-features" +source_url: "https://support.claude.com/en/articles/14503520-available-beta-and-research-preview-features" +last_updated_iso: "2026-04-15T16:28:07Z" +article_id: "16970589" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Available beta and research preview features + +_Last updated: 2026-04-15T16:28:07Z_ + +Claude offers some features in beta or research preview before they become generally available. This article explains what those labels mean, which features they apply to, and what to expect when you use them. + +## What the labels mean + +Some Claude features are marked as beta or research preview. Both labels signal that a feature is still evolving, but they describe different stages of development. + +#### Research preview + +Research preview features are earlier in development. They give you a first look at something we're exploring, and they're more likely to change significantly before they become generally available. + +#### Beta + +Beta features are further along in development. They're stable enough for regular use, and we're still refining how they work based on what we learn from people using them. + +## What to expect + +When you use a beta or research preview feature, keep the following in mind: + +- **The experience may change. **We iterate on these features based on how they're used and what we hear from people using them. +- **Performance and reliability may vary. **These features haven't gone through the same level of polish as generally available features. +- **Not every feature graduates. **Some beta and research preview features become a permanent part of Claude. Others don't, and we sometimes remove features that don't work out. + +--- + +## Current beta and research preview features + +This table below lists the beta and research preview features currently available across our products; click on the feature name to learn more. + +> **Note: **Availability varies by plan. Check each linked article to confirm which plans support the feature. + +--- + +## Share feedback + +Feedback on beta and research preview features helps inform our decisions. You can share feedback with **[our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support)**. + +## Related Articles +- [Business Associate Agreements (BAA) for Commercial Customers](https://support.claude.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers) +- [Install Claude Desktop](https://support.claude.com/en/articles/10065433-install-claude-desktop) +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) diff --git a/claude/claude/features-and-capabilities/14604397-set-up-your-design-system-in-claude-design.md b/claude/claude/features-and-capabilities/14604397-set-up-your-design-system-in-claude-design.md new file mode 100644 index 0000000000000000000000000000000000000000..bf81483e33d107e2e4175fa75d9b87779df63513 --- /dev/null +++ b/claude/claude/features-and-capabilities/14604397-set-up-your-design-system-in-claude-design.md @@ -0,0 +1,91 @@ +--- +title: "Set up your design system in Claude Design" +title_slug: "set-up-your-design-system-in-claude-design" +source_url: "https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design" +last_updated_iso: "2026-04-17T15:07:56Z" +article_id: "17088410" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Set up your design system in Claude Design + +_Last updated: 2026-04-17T15:07:56Z_ + +Creating a design system allows Claude Design to produce outputs that fit your specifications. It extracts reusable components, colors, typography, and patterns from the assets you provide—codebases, slide decks, or other design references—and uses them as the foundation for every project created within your account. + +> Claude Design by Anthropic Labs is now available in research preview to Pro, Max, Team, and Enterprise plans. This capability is default off for Enterprise plans. + +This guide is for the designer or brand owner who will set up the design system. You only need to do this once; after setup, all team members’ projects automatically use it (for Team and Enterprise plans). + +## Prerequisites + +- Permissions granted by your organization admin for design system setup. +- At least one of the following as source material: + - A codebase with your design system or component library + - A slide deck or document that reflects your visual identity + - Brand guideline assets (logos, color palettes, typography specs) + +--- + +## Step 1: Create or switch to your organization + +To set up your organization’s design system: + +1. Open **[Claude Design](http://claude.ai/design)**. +2. In the lower-left corner of the project picker, click the current organization name. +3. Select your organization, or create a new one. +4. You’ll be redirected to the onboarding flow. Complete it. + +## Step 2: Upload your brand and product assets + +During onboarding (or afterward from your organization settings), upload the assets that define your brand and product. Claude will analyze them and extract a reusable design system. + +**What to upload:** + +- **Codebases: **If your design system lives in code (for example, a React component library), you can link or upload the repository. Claude will read the components and styles. +- **Prototypes:** Screenshots, web flows, and existing design files. +- **Slide decks or documents: **Even a well-designed PowerPoint or PDF that reflects your brand can work. Claude extracts colors, layout patterns, and typographic choices. +- **Individual assets: **Logos, color palette files, typography specimens. + +You only need one source to get started, but providing multiple gives Claude more to work with. + +## Step 3: Review the generated design system + +After uploading, Claude generates a design system (UI kit) for your organization. This typically includes: + +- **Color palette: **Primary, secondary, and accent colors extracted from your assets. +- **Typography: **Font families, sizes, and weights. +- **Components: **Buttons, cards, navigation elements, and other reusable UI patterns. +- **Layout patterns: **Spacing, grid systems, and page structures. + +To validate your design system, create a test project and see if the output matches your brand expectations. Try prompts like: + +- “Create a landing page for [your product].” +- “Design a dashboard showing [relevant metrics].” +- “Make a presentation about [a topic your team commonly presents on].” + +## Step 4: Make it available to your team + +Once you’re satisfied with the design system quality, make sure the “Published” toggle is switched on. After publishing, any projects created from the Claude Design homescreen while in your organization will use your design system instead of the default. + + + +--- + +## Tips for best results + +- **Include real examples, not just specs. **A finished landing page or marketing site tells Claude more about your brand’s feel than a color palette alone. +- **Iterate. **If the first extraction doesn’t capture your brand well, try uploading additional or different assets. + +## Updating your design system + +Brands evolve. When your design system changes, you can update it within Claude Design. From your Claude Design organization settings, click the “Open” button next to the design system you want to edit. Click the “Remix” button in the upper right corner to open the chat interface on the left side of the window. From here, you can work with Claude to change your design system. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Set up Code Review for Claude Code](https://support.claude.com/en/articles/14233555-set-up-code-review-for-claude-code) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Design admin guide for Team and Enterprise plans](https://support.claude.com/en/articles/14604406-claude-design-admin-guide-for-team-and-enterprise-plans) +- [Get started with Claude Design](https://support.claude.com/en/articles/14604416-get-started-with-claude-design) diff --git a/claude/claude/features-and-capabilities/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md b/claude/claude/features-and-capabilities/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..f4a69c0b8d5fa61fbefd032fbd369557d8ca7add --- /dev/null +++ b/claude/claude/features-and-capabilities/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md @@ -0,0 +1,174 @@ +--- +title: "Claude Design admin guide for Team and Enterprise plans" +title_slug: "claude-design-admin-guide-for-team-and-enterprise-plans" +source_url: "https://support.claude.com/en/articles/14604406-claude-design-admin-guide-for-team-and-enterprise-plans" +last_updated_iso: "2026-04-17T20:55:22Z" +article_id: "17088422" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Claude Design admin guide for Team and Enterprise plans + +_Last updated: 2026-04-17T20:55:22Z_ + +Claude Design by Anthropic Labs lets your team create on-brand designs, prototypes, presentations, and interactive microsites through conversation with Claude. + +> Claude Design by Anthropic Labs is available in research preview to Pro, Max, Team, and Enterprise plans. This capability is default off for Enterprise plans. + +Claude Design works best when a **design system** is set up for your organization first. This ensures every project your team creates stays true to your brand, typography, color palette, and component patterns. This guide walks you through enabling Claude Design, setting up the right foundation, and rolling it out to your team. + +## Enable Claude Design for your organization + +Claude Design is available via a toggle in organization settings, and can be **[controlled using custom roles](https://support.claude.com/en/articles/13930452-manage-custom-roles-on-enterprise-plans)**. + +Before you enable broad access, read through the rollout approach below. Turning on Claude Design without a design system in place means your team will get functional but generic output. + +Team and Enterprise plan admins can enable this organization-wide by following these steps: + +1. Go to **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. +2. Find the **Claude Design** toggle under **Anthropic Labs** and switch it on. + + + +## + +--- + +## The design system: why it comes first + +The single most important thing you can do before rolling out Claude Design is have an experienced designer set up your organization’s design system. Once in place, every project your team creates automatically reflects your brand. + +This means your rollout has a natural sequence: design system setup first, then broader access. + +#### Who should set up the design system + +For best results, we recommend pulling in designers across both brand and product design. Together they can ensure the design system covers both brand identity and product UI patterns. + +#### What they’ll do + +1. Create your organization in Claude Design (see **[Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design)**). +2. Complete the onboarding flow. +3. Upload brand assets (codebases, slide decks, or other design references). +4. Validate that Claude generates designs consistent with your brand. + +Access to design system setup is controlled separately from general Claude Design access via custom roles, as described above. This lets you grant design system editing permissions to your trusted designers while giving broader feature access to the rest of your team. + +--- + +## Recommended rollout phases + +A phased rollout lets you validate your design system and build internal expertise before broad adoption. You can control access to Claude Design in accordance with each rollout phase using **[custom roles](https://support.claude.com/en/articles/13930452-manage-custom-roles-on-enterprise-plans)**. + +#### Phase 1: Design system setup + +- **Who: **2–4 trusted designers and design leads across brand and product design. +- **Goal: **Create and validate your organization’s design system. +- **Checkpoint: **Review generated output for brand consistency before proceeding. + +#### Phase 2: Design team onboarding + +- **Who: **Full design team. +- **Goal: **Build familiarity with Claude Design; stress-test the design system across real projects. +- **Checkpoint: **Gather feedback on design quality and refine the design system if needed. + +#### Phase 3: Product and UX onboarding + +- **Who: **Product managers, UX researchers, and adjacent functions. +- **Goal: **Enable faster prototyping and design collaboration beyond the design team. +- **Checkpoint: **Observe usage throughout the organization and gather feedback on usability. + +#### Phase 4: Broader organization + +- **Who: **Entire organization or specific departments. +- **Goal: **Make design creation available widely while maintaining brand consistency. +- **Checkpoint: **Observe usage throughout the organization and gather feedback on usability. + +#### Rollout tips + +- Announce each phase clearly so people know when their turn is coming. +- Consider running a short training session or office hours during early phases. +- Establish a feedback channel for design system improvements. +- Share examples of creative uses of Claude Design internally to help foster creativity. + +--- + +## What your team can do with Claude Design + +Once set up, your team can use Claude Design to: + +- **Create prototypes and mockups: **Describe a UI and get a working interactive prototype. +- **Build presentations and slide decks: **Generate on-brand decks through conversation, presentable as HTML, PDF, and PPTX. +- **Design microsites and landing pages: **Create polished single-page sites. +- **Iterate with inline comments: **Annotate designs directly on the canvas and ask Claude to implement changes. +- **Hand off to engineering: **Export design intent for use with Claude Code or your existing development workflow. + +We have more tutorials available here: + +- **[Using Claude Design for prototypes and UX](http://claude.com/resources/tutorials/using-claude-design-for-prototypes-and-ux)** +- **[Using Claude Design for presentations and slide decks](http://claude.com/resources/tutorials/using-claude-design-for-presentations-and-slide-decks)** + +--- + +## Monitor usage + +Claude Design is an Anthropic Labs release that doesn’t support audit logs or usage tracking yet. + +We recommend tracking adoption qualitatively during your rollout—check in with each group as they onboard, collect feedback, and sample a few projects periodically to assess design system compliance. + +## Data handling and privacy + +When your team uses Claude Design, they may upload design assets, brand guidelines, screenshots, and other materials. Understanding how these are handled is important for organizations with data governance requirements. + +- Uploaded assets are stored persistently, and fall under the same **[data retention and deletion policies](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)** as other Anthropic enterprise products. +- Claude Design doesn’t currently support data residency requirements. + +--- + +## Third-party platform availability + +Claude Design is currently available only through the web interface at claude.ai/design. + +If your organization requires Claude Design through your existing cloud provider agreements, reach out to your Anthropic Contact or our **[Sales team](https://claude.com/contact-sales)**. + +--- + +## Subscription usage and pricing + +See here for more details: **[Claude Design subscription usage and pricing](https://support.claude.com/en/articles/14667344-claude-design-subscription-usage-and-pricing)**. + +--- + +## Frequently asked questions + +#### Do all team members need to upload brand assets? + +No. Once a designer sets up your organization’s design system, all projects created within that organization automatically use it. Team members just start creating. + +#### Can we have multiple design systems for different brands or sub-teams? + +Yes. Organizations can have multiple design systems. + +#### What happens if someone starts using Claude Design before the design system is set up? + +They’ll get functional designs, but the designs won’t reflect your brand. We strongly recommend completing design system setup first for the best team experience. + +#### Can I restrict Claude Design to specific departments? + +Yes. Use the RBAC controls to grant access to specific groups or departments rather than enabling it org-wide. + +#### How many users can we onboard at once? + +There are no strict limits, but we recommend the phased approach outlined above to ensure quality and successful adoption across your organization. + +#### Can we export or archive generated designs? + +Claude Design currently supports export to HTML bundles, PPTX, PDF, and hand-off to Claude Code. Additional export options will be added over time. Reach out to your sales contact if there’s a specific format or destination you need. + +## Related Articles +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design) +- [Get started with Claude Design](https://support.claude.com/en/articles/14604416-get-started-with-claude-design) diff --git a/claude/claude/features-and-capabilities/14604416-get-started-with-claude-design.md b/claude/claude/features-and-capabilities/14604416-get-started-with-claude-design.md new file mode 100644 index 0000000000000000000000000000000000000000..7a4c29d88187dc3376acc9a0e1d34f5a1df478c0 --- /dev/null +++ b/claude/claude/features-and-capabilities/14604416-get-started-with-claude-design.md @@ -0,0 +1,153 @@ +--- +title: "Get started with Claude Design" +title_slug: "get-started-with-claude-design" +source_url: "https://support.claude.com/en/articles/14604416-get-started-with-claude-design" +last_updated_iso: "2026-04-17T15:07:03Z" +article_id: "17088437" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Get started with Claude Design + +_Last updated: 2026-04-17T15:07:03Z_ + +Claude Design by Anthropic Labs lets you create designs, interactive prototypes, presentations, and more by having a conversation with Claude. This guide walks you through creating your first project, iterating on designs, and getting the most out of the tool. + +> Claude Design by Anthropic Labs is now available in research preview to Pro, Max, Team, and Enterprise plans. This capability is default off for Enterprise plans. + +This guide assumes your organization’s design system has already been set up, so everything you create will automatically use your brand’s colors, typography, and component patterns. If you’re a design lead who needs to set up or modify the design system itself, see **[Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design)**. + +--- + +## How Claude Design works + +Claude Design has two main areas: a chat interface on the left and a canvas on the right. You describe what you want in the chat, and Claude generates a working design on the canvas. From there, you iterate—refining through conversation and inline comments until it’s right. + +The typical flow is: + +1. Create a project and add any relevant context (screenshots, a codebase). +2. Describe what you want to build. +3. Review what Claude generates on the canvas. +4. Iterate using chat messages and inline comments. +5. Export or share when you’re happy with the result. + +--- + +## Create a new project + +When you create a project, it automatically inherits your organization’s design system. You don’t need to upload brand assets or configure anything—your brand colors, fonts, and components are already in place. + +#### Add context to your project + +The more context you give Claude, the better your output will be. You can attach reference material at any point during a project. + +- **Screenshots, images, or existing assets: **Upload screenshots of existing designs, competitor products, wireframes, or visual inspiration. You can also attach an existing slide deck or document with a design style you want to replicate. Useful for “make it look like this” requests. +- **Codebases and existing design files: **Link a code repository so Claude understands your existing components, architecture, and styling patterns. This makes prototypes more production-ready from the start. Import also supports multiple ways to upload existing product design work. + +#### Write effective prompts + +You don’t need to be a designer to get great results. Be specific about what you’re building, who it’s for, and what matters most. + +A good prompt includes the **goal** (what you’re building), the **layout** (how things should be arranged), the **content** (what information to display), and the **audience** (who will use it). Claude will also ask clarifying questions if it needs more information. + +Here are some examples of prompts that work well: + +- “Create a dashboard showing monthly revenue with filters for region and product line.” +- “Design a mobile app onboarding flow with 4 screens that walks users through our core features.” +- “Build a landing page for our new API product with a hero section, code examples, and pricing.” +- “Create a form for collecting customer feedback with conditional questions based on category.” +- “Design an internal tool for our ops team to review and approve content submissions.” + +--- + +## Iterate on your design + +The first generation is a starting point. The real value comes from iterating. + +#### Using chat + +Chat is best for broad changes that affect the overall design: + +- “Make the color scheme darker and more minimal.” +- “Rearrange the dashboard so metrics are in the top row and the chart is below.” +- “Add a settings panel on the right side.” +- “Show me 2–3 alternative layouts for this page.” + +You can also ask Claude to explain its design decisions, suggest improvements, or review the design for accessibility. + +#### Using inline comments + +Inline comments let you click directly on a specific part of the canvas and request a targeted change. This is faster than describing the location in chat. + +Examples of good inline comments: + +- “Make this button padding larger.” +- “Change this to a dropdown instead of radio buttons.” +- “Use the primary brand color here.” +- “Make this section collapsible.” + +> **Note: **If your comments aren’t being picked up, paste the feedback directly into the chat instead. This is a known workaround for an intermittent issue where comments can disappear before Claude reads them. + +#### When to use chat vs. comments + +Use **comments** for targeted, component-level changes (“fix this button,” “adjust this spacing”). Use **chat** for structural changes, new sections, aesthetic shifts, or anything that requires explanation or context. + +## Manage versions and revisions + +If you want to explore a different direction without losing your current work, tell Claude: “Save what we have and try a completely different approach.” Claude will save your current project and confirm where it’s saved, so you can reference earlier iterations in the conversation easily. + +## Export and share + +Once your design is ready, you can share it with colleagues or export it for use elsewhere. The right format depends on your use case—whether you’re getting stakeholder feedback, handing off to engineering, or presenting to a group. + +Use the “Export” button in the upper right corner when viewing your project to choose from the following export formats. + +- Download as .zip +- Export as PDF +- Export as PPTX +- Send to Canva +- Export as standalone HTML +- Handoff to Claude Code + - Send to local coding agent + - Send to Claude Code Web + + + +You can also share projects within your organization using a shareable link. Sharing options include view-only, comment, and edit access. + +--- + +## Subscription usage and pricing + +See here for more details: **[Claude Design subscription usage and pricing](https://support.claude.com/en/articles/14667344-claude-design-subscription-usage-and-pricing)**. + +--- + +## Tips for best results + +- **Start simple, then layer in complexity. **Begin with the core layout and content, then add interactions, edge cases, and polish. Claude responds well to incremental requests. +- **Be specific in your feedback. **“This doesn’t look right” is hard to act on. “Tighten the spacing between form fields to 8px” gives Claude exactly what it needs. +- **Reference your design system. **If you know a component exists in your brand’s system, mention it by name: “Use the Primary Button component” or “Apply the Card layout pattern.” +- **Think about responsiveness early. **Mention whether your design needs to work on mobile, tablet, and desktop, or just one of those. +- **Ask for variations. **If you’re unsure about a direction, ask Claude to show you 2–3 options. Comparing alternatives is much faster than guessing. +- **Ask Claude for feedback. **Claude can review your design for accessibility, contrast ratios, information hierarchy, and general usability. Treat it as a design collaborator, not just a generator. + +--- + +## Known limitations + +Claude Design is available as an experimental preview from Anthropic Labs. A few things to be aware of: + +- **Comment persistence: **Inline comments occasionally disappear before Claude reads them. To work around this, paste the comment text into the chat. +- **Save errors in compact view: **The compact layout mode can trigger save errors. If this happens, switch to full view and retry. +- **Large codebases: **Linking very large repositories may cause lag or browser issues. Link specific subdirectories rather than entire monorepos. +- **Chat errors: **If you hit a “chat upstream error,” try starting a new chat tab within the same project. + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Get started with Claude for Government](https://support.claude.com/en/articles/14503590-get-started-with-claude-for-government) +- [Your first day in Claude Code](https://support.claude.com/en/articles/14552382-your-first-day-in-claude-code) +- [Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design) +- [Claude Design admin guide for Team and Enterprise plans](https://support.claude.com/en/articles/14604406-claude-design-admin-guide-for-team-and-enterprise-plans) diff --git a/claude/claude/features-and-capabilities/14661296-claude-security.md b/claude/claude/features-and-capabilities/14661296-claude-security.md new file mode 100644 index 0000000000000000000000000000000000000000..adc6ec293199f03c43b1203c4cf91696ef093507 --- /dev/null +++ b/claude/claude/features-and-capabilities/14661296-claude-security.md @@ -0,0 +1,59 @@ +--- +title: "Claude Security" +title_slug: "claude-security" +source_url: "https://support.claude.com/en/articles/14661296-claude-security" +last_updated_iso: "2026-04-16T23:58:49Z" +article_id: "17192643" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Claude Security + +_Last updated: 2026-04-16T23:58:49Z_ + +Claude Security is a capability built into **[Claude](https://claude.ai)** that scans codebases for security vulnerabilities and suggests targeted patches for human review. It helps teams find and fix issues that traditional methods often miss. + +> Claude Security is now in research preview. + +Claude Security lets you: + +1. **Scan your code in parallel** — Claude Security understands context, traces data flows across files, and identifies complex, multi-component vulnerability patterns that traditional scanners might not detect. +2. **Validate findings** — Every finding goes through multi-stage verification, with Claude challenging its own results before surfacing them. The result: more real issues reported and fewer false positives. +3. **Review and patch** — Pivot directly from a finding into a Claude Code session to review the proposed fix. Resolve vulnerabilities quickly instead of growing a backlog. + +To get started, see the **getting started guide**. + +## Finding types + +Each finding falls into one of the categories below. + +#### Categories + +## Severities + +Severity is assigned per finding based on exploitability in your codebase, not the category itself—so the same category can land at different severities in different repos. + +## Finding structure + +Every scan finding includes the following fields: + +## Frequently asked questions + +- **Model selection** — Access to Mythos is limited to a small set of approved customers. +- **Scan length** — Scan time varies based on the repository and the agent's actions. +- **Severity configuration** — Severity isn't configurable today. +- **Non-GitHub repositories** — Only repositories hosted on GitHub can be scanned today. +- **Scan determinism** — Scans are non-deterministic, so a real issue may not surface in every scan. New findings are marked "new" in the console. + +## Scope of use + +You may only use Claude Security to scan code that your company owns and to which your company holds all necessary rights to scan. You may not use Claude Security to scan code owned by or licensed from third parties, including but not limited to open source projects or repositories other than those included in your company's codebase(s). + +## Related Articles +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude in Chrome Permissions Guide](https://support.claude.com/en/articles/12902446-claude-in-chrome-permissions-guide) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/features-and-capabilities/14667344-claude-design-subscription-usage-and-pricing.md b/claude/claude/features-and-capabilities/14667344-claude-design-subscription-usage-and-pricing.md new file mode 100644 index 0000000000000000000000000000000000000000..2028d887573b4a7a9204dff1f4106ffa8b059423 --- /dev/null +++ b/claude/claude/features-and-capabilities/14667344-claude-design-subscription-usage-and-pricing.md @@ -0,0 +1,63 @@ +--- +title: "Claude Design subscription usage and pricing" +title_slug: "claude-design-subscription-usage-and-pricing" +source_url: "https://support.claude.com/en/articles/14667344-claude-design-subscription-usage-and-pricing" +last_updated_iso: "2026-04-17T15:12:01Z" +article_id: "17201687" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Claude Design subscription usage and pricing + +_Last updated: 2026-04-17T15:12:01Z_ + +Claude Design is priced and metered independently from the rest of Claude. It has its own usage tracking, its own allowances, and—for subscription plans—its own weekly limits that sit alongside (not inside) your existing chat or Claude Code limits. + +The sections below walk through what each plan includes, how billing works once allowances are used, and how usage is tracked. + +## Individual plans + +Claude Design comes with a recurring weekly allowance that resets every seven days. **[Extra usage](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans)** is available for purchase. + +## Team plan + +Each provisioned user gets a recurring weekly allowance that resets every seven days, with no additional setup required. Admins can purchase **[extra usage](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans)** for additional capacity. + +## Enterprise plans + +Enterprise customers fall into one of two billing models—legacy seat-based or usage-based—and the Claude Design experience differs between them. + +## Enterprise (legacy seat-based) + +Each provisioned user gets a recurring weekly allowance that resets every seven days, with no additional setup. Admins can purchase **[extra usage](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans)** for users who need more capacity. + +## Enterprise (usage-based) + +Claude Design usage bills at standard API rates under your existing agreement. + +As you’re getting started, we’re offering a one-time credit for each Claude Design user, covering approximately 20 typical prompts, which expires July 17th. This credit will be consumed first, before any additional Claude Design activity counts towards org spend. + +## Frequently asked questions + +#### How long will allowances last? + +The weekly allowances described above are ongoing—they are not a one-time promotion. They are, however, beta-period rate limits and are subject to change. The Enterprise consumption allowance is the one exception: it is a one-time credit that expires on July 17. + +#### How are allowances distributed? + +Every allowance—recurring or one-time—is granted per user, not pooled at the organization level. Each provisioned user gets their own bucket. + +If you're using custom roles on the Enterprise plan, only users who have been specifically provisioned for Claude Design receive an allowance. Users who haven't been provisioned won't receive one. + +#### How is usage tracked? + +Claude Design is an Anthropic Labs release that doesn’t support audit logs or usage tracking yet. Claude Design usage is metered separately from chat and Claude Code, so design activity never draws from those other limits. + +## Related Articles +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices) +- [Claude Code usage analytics](https://support.claude.com/en/articles/12157520-claude-code-usage-analytics) +- [View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans) +- [Claude March 2026 usage promotion](https://support.claude.com/en/articles/14063676-claude-march-2026-usage-promotion) diff --git a/claude/claude/features-and-capabilities/8241126-uploading-files-to-claude.md b/claude/claude/features-and-capabilities/8241126-uploading-files-to-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..c1e46fa28471d033ae6cc2cc3be99468740bf36a --- /dev/null +++ b/claude/claude/features-and-capabilities/8241126-uploading-files-to-claude.md @@ -0,0 +1,101 @@ +--- +title: "Uploading files to Claude" +title_slug: "uploading-files-to-claude" +source_url: "https://support.claude.com/en/articles/8241126-uploading-files-to-claude" +last_updated_iso: "2026-03-16T21:03:38Z" +article_id: "8226569" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Uploading files to Claude + +_Last updated: 2026-03-16T21:03:38Z_ + +This article explains how to upload documents and images to Claude, including supported file types, size limits, and how to get started. + +## Supported file types + +#### Documents + +Claude can work with the following document types: + +- PDF +- DOCX +- CSV +- TXT +- HTML +- ODT +- RTF +- EPUB +- JSON +- XLSX* + +> **Note:** You must enable **[code execution and file creation](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)** in your account to upload XLSX files. + +#### Images + +Claude supports the following image formats: + +- JPEG +- PNG +- GIF +- WebP + +--- + +## How to upload files + +You can upload files to Claude in several ways: + +1. Click the "+" button in the lower left corner of the chat box +2. Select "Add files or photos" from the menu. +3. Choose files from your device for upload. +4. Click "Open" to attach the files, or drag and drop the files directly into the chat window. +5. You can also copy images and paste them from your clipboard into Claude. + +Files can be uploaded to individual chats or uploaded to a project's **Files** section for persistent reference across conversations. + +--- + +## File limits + +#### Chat uploads + +- **File size:** 30MB per file +- **Number of files:** Up to 20 files per chat +- **Image dimensions:** Up to 8000x8000 pixels + +#### Project files + +- **File size:** 30MB per file +- **Number of files:** Unlimited, but total content must fit within Claude's context window +- **Content type:** Text extraction only (except for multimodal PDFs) + +> **Note:** Additional token limits may apply based on the length of extracted content. + +--- + +## PDF processing + +Claude models can analyze both text and visual elements (like images, charts, and graphics) in PDFs that are under 100 pages. Claude will only process text from PDFs over 1000 pages. + +--- + +## Tips for best results + +**For images:** Use images that are 1000x1000 pixels or larger. Avoid small or low-resolution images where possible. + +**For PDFs:** When referring to specific pages, use the PDF page numbers as shown in your PDF viewer, not the page numbers printed on the document itself. + +**For large documents:** If you're working with larger files, consider dividing them into smaller sections to stay within limits. + +**For non-PDF documents:** Claude extracts text only from these files. If they contain embedded images, Claude won't be able to read or interpret them. + +## Related Articles +- [Can Claude produce images?](https://support.claude.com/en/articles/9002504-can-claude-produce-images) +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design) diff --git a/claude/claude/features-and-capabilities/9002504-can-claude-produce-images.md b/claude/claude/features-and-capabilities/9002504-can-claude-produce-images.md new file mode 100644 index 0000000000000000000000000000000000000000..a535154507090b1a50ccdd50d2bf5f797fd858b7 --- /dev/null +++ b/claude/claude/features-and-capabilities/9002504-can-claude-produce-images.md @@ -0,0 +1,27 @@ +--- +title: "Can Claude produce images?" +title_slug: "can-claude-produce-images" +source_url: "https://support.claude.com/en/articles/9002504-can-claude-produce-images" +last_updated_iso: "2026-03-16T20:28:41Z" +article_id: "9154983" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Can Claude produce images? + +_Last updated: 2026-03-16T20:28:41Z_ + +Claude doesn’t generate photos or illustrations the way image-generation tools do. + +Claude can, however, build diagrams, charts, and interactive visuals directly in your conversation to assist with your understanding. These are generated using HTML and SVG—so you can interact with them, ask follow-up questions, and have Claude adjust them as you go. This feature is in beta on Claude web and desktop. For additional details, see **[Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat)**. + +Claude can also view and analyze images you upload. For more, see **[Uploading files to Claude](https://support.claude.com/en/articles/8241126-uploading-files-to-claude)**. + +## Related Articles +- [Uploading files to Claude](https://support.claude.com/en/articles/8241126-uploading-files-to-claude) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Visual and interactive content](https://support.claude.com/en/articles/13641943-visual-and-interactive-content) +- [Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat) diff --git a/claude/claude/features-and-capabilities/9487310-what-are-artifacts-and-how-do-i-use-them.md b/claude/claude/features-and-capabilities/9487310-what-are-artifacts-and-how-do-i-use-them.md new file mode 100644 index 0000000000000000000000000000000000000000..a7773f4c52d6f29445d1569f004ca93cb2b2d5e7 --- /dev/null +++ b/claude/claude/features-and-capabilities/9487310-what-are-artifacts-and-how-do-i-use-them.md @@ -0,0 +1,163 @@ +--- +title: "What are artifacts and how do I use them?" +title_slug: "what-are-artifacts-and-how-do-i-use-them" +source_url: "https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them" +last_updated_iso: "2026-03-24T20:47:22Z" +article_id: "9739799" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# What are artifacts and how do I use them? + +_Last updated: 2026-03-24T20:47:22Z_ + +> Accessing artifacts in the sidebar and Claude-powered artifacts are supported on free, Pro, Max, Team, and Enterprise plans. + +Artifacts allow you to turn ideas into shareable apps, tools, or content—build tools, visualizations, and experiences by simply describing what you need. Claude can share substantial, standalone content with you in a dedicated window separate from the main conversation. This makes it easy to work with significant pieces of content that you may want to modify, build upon, or reference later. + +--- + +## What are artifacts? + +Claude creates an artifact when the content it's sharing meets these criteria: + +- It is significant and self-contained, typically over 15 lines. +- It is something you're likely to want to edit, iterate on, or reuse outside the conversation. +- It represents a complex piece of content that stands on its own without requiring extra conversation context. +- It is content you're likely to want to refer back to or use later. + +Common examples of artifact content include: + +- Documents (Markdown or plain text) +- Code snippets +- Single-page HTML websites +- SVG images +- Diagrams and flowcharts +- Interactive React components + +--- + +## Enabling or disabling artifacts + +To adjust your artifacts preferences: + +1. Click your initials or name in the lower left corner. +2. Navigate to **[Settings > Capabilities](https://claude.ai/settings/capabilities)**. +3. Find **Artifacts** and toggle it on or off. + +> **Note:** Team and Enterprise administrators may manage some artifact settings at the organization level. + +--- + +## Accessing your artifacts + +You can access all your artifacts through the dedicated artifacts space in your Claude sidebar. This space allows you to: + +- View all your creations in one organized location +- Browse Anthropic-created artifacts for inspiration +- Create new artifacts from scratch or by customizing existing ones +- Manage and organize your artifact collection + +--- + +## Working with artifacts + +When Claude creates an artifact, you'll see the content displayed in a dedicated window to the right of the main chat. + +#### Edit and iterate + +- Ask Claude to modify or update the artifact content +- Changes appear directly in the artifact window +- Switch between different versions using the version selector +- Your edits won't change Claude's memory of the original content +- Edit prior chat messages to create a different version of the conversation, with its own set of artifacts—this lets you explore different directions without losing previous work + +#### View and export + +In the lower right corner of the artifact window, you can: + +- View the underlying code of any artifact +- Copy content to your clipboard +- Download files to use outside the conversation + +#### Multiple artifacts + +- Open and work with several artifacts in one conversation +- Use the chat controls (slider icon in upper right) to switch between them +- Select which artifact you want Claude to reference for updates + +#### Fixing errors + +If an artifact generates an error, look for the “Try fixing with Claude” button near the error message. Click the button to automatically copy the error details into a new message, then send it to Claude to diagnose the issue and suggest a fix. + +> **Note:** While Claude will attempt to fix the error, success isn't guaranteed. Some errors may require additional troubleshooting. + +--- + +## AI-powered artifacts + +You can build artifacts that embed AI capabilities, turning them into AI-powered apps. Users of your artifacts can access Claude's intelligence through a text-based API—answering questions, generating creative content, providing personalized coaching, playing games, solving problems, and adapting responses based on input. + +#### Creating AI-powered artifacts + +1. Describe what you want to Claude. +2. Claude writes the code. +3. The app runs on Anthropic's infrastructure. +4. Users authenticate with their Claude account and interact with their own instance of the artifact. + +#### How usage works + +When you share AI-powered artifacts, others can use them immediately—no API keys required, and no costs to you. Whether your artifact helps 10 people or 10,000, sharing is free. Usage counts against each user's own Claude subscription limits, not yours. + +For Team and Enterprise plans, when you share AI-powered artifacts within your organization, team members can use them without incurring additional costs to the creator. + +--- + +## MCP integration + +> MCP integration for artifacts is available on Pro, Max, Team, and Enterprise plans on Claude web and desktop. + +Artifacts can connect to external services through the Model Context Protocol (MCP), enabling interactive applications that read from and write to tools like Asana, Google Calendar, and Slack. In addition to Anthropic's official MCP integrations, artifacts can connect to any **[custom MCP servers](https://support.claude.com/en/articles/11175166-getting-started-with-custom-connectors-using-remote-mcp)** you've configured. + +When an artifact needs to access an MCP tool, you'll be prompted to approve access on first interaction. Your preferences persist for subsequent uses of that artifact. + +> **Important:** Each user must authenticate MCP servers independently, even when using shared or published artifacts. Organization admins can enable or disable artifact MCP access at the organization level but cannot manage which specific MCP servers artifacts can use. + +--- + +## Persistent storage + +> Persistent storage for artifacts is available on Pro, Max, Team, and Enterprise plans on Claude web and desktop. + +Artifacts can store data across sessions, enabling stateful applications like journals, trackers, and collaborative tools. Storage can be configured as either personal or shared: + +- **Personal storage:** Each user maintains their own private data. For example, in a journal artifact, your entries remain visible only to you. +- **Shared storage:** All users see and interact with the same data. For example, in a game leaderboard, everyone sees the same scores and rankings. + +When you interact with an artifact that uses shared storage for the first time, you'll see a confirmation dialog explaining that your data will be visible to other users of that artifact. + +> **Note:** Persistent storage is only available for published artifacts. During development and testing, storage operations will not succeed until the artifact is published. + +**Storage specifications:** + +- 20 MB storage limit per artifact +- Text-only input—no images, files, or binary data +- Personal and shared storage are isolated +- Unpublishing an artifact permanently deletes all associated storage data + +**Privacy consideration:** Artifact creators determine which data uses personal versus shared storage when building the artifact. Before entering sensitive information, consider whether the artifact uses shared storage. + +--- + +## Learn more + +To share your artifacts publicly, embed them on websites, or discover artifacts created by others, see **[Publishing and sharing artifacts](https://support.claude.com/en/articles/9547008-publishing-and-sharing-artifacts)**. + +## Related Articles +- [Business Associate Agreements (BAA) for Commercial Customers](https://support.claude.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers) +- [Publishing and sharing artifacts](https://support.claude.com/en/articles/9547008-publishing-and-sharing-artifacts) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/claude/features-and-capabilities/9517075-what-are-projects.md b/claude/claude/features-and-capabilities/9517075-what-are-projects.md new file mode 100644 index 0000000000000000000000000000000000000000..5e34a46785045517b47b9e51f97cd14609196ddc --- /dev/null +++ b/claude/claude/features-and-capabilities/9517075-what-are-projects.md @@ -0,0 +1,70 @@ +--- +title: "What are projects?" +title_slug: "what-are-projects" +source_url: "https://support.claude.com/en/articles/9517075-what-are-projects" +last_updated_iso: "2026-03-16T21:21:25Z" +article_id: "9778409" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# What are projects? + +_Last updated: 2026-03-16T21:21:25Z_ + +> Projects are available to all users, including those with free Claude accounts. Free users can create a maximum of five projects. + +Projects allow you to create self-contained workspaces with their own chat histories and knowledge bases. Within each project, you can upload documents, provide context, and have focused chats with Claude. + +## Project Knowledge + +A key benefit of projects is the ability to provide context for your chats with Claude. You can upload relevant documents, text, code, or other files to a project's knowledge base, which Claude will use to better understand the context and background for your individual chats within that project. + +In addition, you can define project instructions for each project to further tailor Claude's responses. For example, instructing Claude to use a more formal tone or answer questions from the perspective of a specific role or industry. + +## Enhanced project knowledge with RAG + +> Enhanced project knowledge with RAG is only available to users with paid Claude plans (Pro, Max, Team, or Enterprise). + +When using a paid plan, your projects automatically scale to handle large amounts of content through Retrieval Augmented Generation (RAG). When your project knowledge approaches context limits, Claude seamlessly enables RAG mode to expand capacity by up to 10x while maintaining response quality. + +For more information on leveraging expanded project knowledge capacity, see [Retrieval Augmented Generation (RAG) for Projects](https://support.claude.com/en/articles/11473015-retrieval-augmented-generation-rag-for-projects). + +## Collaboration and Sharing (Team and Enterprise plans only) + +For users on Claude for Work (Team and Enterprise) plans, projects can be shared with other members of your organization, enabling powerful collaboration and knowledge sharing capabilities. The sharing system includes: + +**Permission levels:** + +- **Can use:** Members can see project contents, knowledge, and instructions, and chat within the project, but cannot edit it. +- **Can edit:** Members can modify project instructions and knowledge, add/remove members, update member settings, and actively contribute to the project. +- **Project creators can:** + - Share to specific members instead of making a project fully private or public to the entire organization. + - Make a previously-created private project visible to the whole organization. + +**Sharing options:** + +- **Individual sharing:** Share projects with specific team members by email. +- **Bulk sharing:** Add multiple users at once using email lists. +- **Organization-wide sharing:** Make projects available to everyone in your organization either when creating the project or afterward. + - **Note:** If an Owner or Primary Owner disables public projects, organization-wide sharing will be disabled both when creating the project and afterward. + +**Collaboration features:** + +- **Shared with me tab:** Easily find projects that others have shared with you. +- **Email notifications:** Get notified when someone shares a project with you. +- **Access management:** Project creators can modify permissions or remove access as needed. + +Multiple members can contribute documents, create chats, and work together within the same project environment, making projects ideal for team collaboration. + +For more information on getting started with projects, see [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) + +For more information on private projects and visibility settings on Team and Enterprise plans, see [Project visibility and sharing](https://support.claude.com/en/articles/9519189-project-visibility-and-sharing). + +## Related Articles +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices) +- [Retrieval augmented generation (RAG) for projects](https://support.claude.com/en/articles/11473015-retrieval-augmented-generation-rag-for-projects) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) diff --git a/claude/claude/features-and-capabilities/9547008-publishing-and-sharing-artifacts.md b/claude/claude/features-and-capabilities/9547008-publishing-and-sharing-artifacts.md new file mode 100644 index 0000000000000000000000000000000000000000..27ee84100e6fd7707d8cee08fb305ef2dac7d37d --- /dev/null +++ b/claude/claude/features-and-capabilities/9547008-publishing-and-sharing-artifacts.md @@ -0,0 +1,157 @@ +--- +title: "Publishing and sharing artifacts" +title_slug: "publishing-and-sharing-artifacts" +source_url: "https://support.claude.com/en/articles/9547008-publishing-and-sharing-artifacts" +last_updated_iso: "2026-03-26T16:52:06Z" +article_id: "9816350" +breadcrumbs: + - "Claude" + - "Features and capabilities" +--- + +# Publishing and sharing artifacts + +_Last updated: 2026-03-26T16:52:06Z_ + +Artifacts are a powerful way to create content within Claude. You can take your creations further by sharing them so others can engage with and customize them. Similarly, if you see an artifact you like, you can customize it to make it your own. This article covers how to publish artifacts publicly, share them within your organization, and discover artifacts created by others. + +--- + +## Publishing vs. sharing + +Claude uses different terms depending on your plan: + +- **Publishing** (Free, Pro, Max): Makes your artifact publicly available. Anyone with the link can view and interact with it. +- **Sharing** (Team, Enterprise): Makes your artifact available within your organization only. Viewers must be logged into your Team or Enterprise account to access it. + +--- + +## Discovering artifacts + +> Discovering and browsing artifacts is available on Free, Pro, Max, Team, and Enterprise plans on web, Claude for iOS and Android, and Claude Desktop. + +Access a curated collection of artifacts directly from the artifacts space in your Claude sidebar by clicking **[Artifacts > Inspiration](http://claude.ai/artifacts)** (or the "Get inspired" banner on mobile). + +The Inspiration tab features: + +- High-quality, useful artifacts across various categories +- Examples to inspire your own creations +- One-click access to try any artifact immediately +- Easy customization of existing artifacts to make them your own + +Artifacts are organized into categories such as Learn something, Life hacks, and Be creative. + +--- + +## Publishing artifacts + +> Publishing is available on Free, Pro, and Max plans. + +**To publish an artifact:** + +1. Navigate to the artifact you want to publish. +2. Ensure you're on the correct artifact version. +3. Click the “Publish” button. +4. Copy the public link to share with others. + +#### Who can access published artifacts + +**Non-users:** + +- View and interact with any published artifact without signing up. +- Try all basic functionality without a Claude account. +- Prompted to sign up only for advanced features like customizing or using AI-powered capabilities. + +**Claude users (Free, Pro, Max):** + +- Full access to view, interact with, and customize any published artifact. +- Can use AI-powered features within their usage limits. +- Can save and organize artifacts they discover. + +#### Embedding artifacts + +After publishing, you'll see a “Get embed code” button. + + + +Click it to open a modal with automatically generated code you can copy and paste to embed your artifact on another website. + + + +You must specify which websites can embed your artifact by entering URLs in the **Allowed domains** field, separated by commas. + +#### Unpublishing artifacts + +After publishing an artifact, an “Unpublish” button appears, giving you the option to revoke access. + +> **Important:** Once you unpublish an artifact, you cannot publish that same artifact again. You'll need to create a new artifact if you want to publish it later. Unpublishing also permanently deletes all associated storage data (both personal and shared) if the artifact used persistent storage. + +--- + +## Sharing artifacts within your organization + +> Internal sharing is available on Team and Enterprise plans. + +Artifacts created on Team or Enterprise accounts can only be shared within your organization—they cannot be published publicly. + +**To share an artifact:** + +1. Navigate to the artifact you want to share. +2. Ensure you're on the correct artifact version. +3. Click the “Share” button. +4. Click “Share & copy link” to make this version shareable. + + + +#### Who can access shared artifacts + +- Only members of your Team or Enterprise organization. +- Viewers must authenticate with their Team or Enterprise account. +- If the artifact was created from a project, viewers must also have access to that project. + +#### Sharing artifacts with attachments + +When you share an artifact, viewers also gain access to any attachments and files in the conversation that created it. Consider this before sharing artifacts from conversations containing sensitive documents. + +#### Unsharing artifacts + +**To unshare an artifact:** + +1. Click the “Share” button in the upper right corner of the artifact. +2. In the **Artifact shared** modal, click “Unshare.” + + + +--- + +## Customizing artifacts + +> Customizing is available on all plans: Free, Pro, Max, Team, and Enterprise. + +Customizing allows you to build upon and modify artifacts created by others: + +1. When viewing an artifact, look for the "Customize" button. +2. Click the button to start a new Claude conversation with the artifact's content. +3. You'll be redirected to Claude, where you can modify and interact with the artifact. + +#### What happens when you customize + +- A new conversation is created for you with Claude +- The original artifact's content is added to your conversation +- You can modify, expand upon, or use the artifact as inspiration +- Your changes don't affect the original—you're working on your own copy + +> **Note:** If you haven't used artifacts before, clicking "Customize" will automatically enable the feature for your account. If you don't have a Claude account, you'll be prompted to sign up. + +--- + +## Learn More + +For information about creating artifacts, AI-powered capabilities, MCP integration, and persistent storage, see **[What are artifacts and how do I use them?](https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them)** + +## Related Articles +- [What are artifacts and how do I use them?](https://support.claude.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them) +- [Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices) +- [Sharing and Unsharing Chats](https://support.claude.com/en/articles/10593882-sharing-and-unsharing-chats) +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) diff --git a/claude/claude/get-started-with-claude/11049762-choosing-a-claude-plan.md b/claude/claude/get-started-with-claude/11049762-choosing-a-claude-plan.md new file mode 100644 index 0000000000000000000000000000000000000000..3a4e8b0c29240e3dbdcc1359e5a10be86626825e --- /dev/null +++ b/claude/claude/get-started-with-claude/11049762-choosing-a-claude-plan.md @@ -0,0 +1,28 @@ +--- +title: "Choosing a Claude plan" +title_slug: "choosing-a-claude-plan" +source_url: "https://support.claude.com/en/articles/11049762-choosing-a-claude-plan" +last_updated_iso: "2026-03-16T21:01:49Z" +article_id: "11891354" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# Choosing a Claude plan + +_Last updated: 2026-03-16T21:01:49Z_ + +Use the following guide to determine which plan is right for you. + +The plans listed above are intended for individual users. Looking for a plan for your organization or company? Read more about our Team and Enterprise plans: + +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) + +## Related Articles +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [How do I sign up for the Max plan?](https://support.claude.com/en/articles/11049752-how-do-i-sign-up-for-the-max-plan) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [How to gift a Claude subscription](https://support.claude.com/en/articles/12938627-how-to-gift-a-claude-subscription) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) diff --git a/claude/claude/get-started-with-claude/12938627-how-to-gift-a-claude-subscription.md b/claude/claude/get-started-with-claude/12938627-how-to-gift-a-claude-subscription.md new file mode 100644 index 0000000000000000000000000000000000000000..df74828e030156da189605bd6b782862dc15d181 --- /dev/null +++ b/claude/claude/get-started-with-claude/12938627-how-to-gift-a-claude-subscription.md @@ -0,0 +1,63 @@ +--- +title: "How to gift a Claude subscription" +title_slug: "how-to-gift-a-claude-subscription" +source_url: "https://support.claude.com/en/articles/12938627-how-to-gift-a-claude-subscription" +last_updated_iso: "2026-03-27T22:30:43Z" +article_id: "14660068" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# How to gift a Claude subscription + +_Last updated: 2026-03-27T22:30:43Z_ + +Give the gift of Claude to friends, family, or colleagues. Gift subscriptions are available for Pro, Max 5x, and Max 20x plans, and can be purchased for 1, 3, 6, or 12 months. + +## What's included? + +Gift subscriptions include full access to all features of the selected plan. Refer to the below articles for full details for each plan: + +- **[What is the Pro plan?](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan)** +- **[What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan)** + +## Who can purchase gifts? + +Gift subscriptions are available for Free, Pro, and Max plan users to purchase. Members of Team and Enterprise organizations can't purchase gift subscriptions at this time. + +## How to purchase a gift + +1. Log in to your Claude account and click your initials in the lower left corner. +2. Select “Gift Claude” from the menu, or visit claude.ai/gift. +3. Choose a plan (Pro, Max 5x, or Max 20x) and duration (1, 3, 6, or 12 months). +4. Personalize your gift: + - Pick a card color + - Add an optional message + - Choose to send via email or generate a shareable link +5. If sending by email, enter the recipient's name and email address. +6. Complete checkout with your payment information. + +After purchase, you'll receive a confirmation email with your order details. + +> **Important:** The gift will expire 365 days after the purchase date. Recipients cannot redeem multiple gifts at one time or stack redemptions. + +## Delivery options + +**Email delivery:** The recipient receives the gift directly in their inbox. The email includes your personalized message and a redemption button. + +**Shareable link:** You receive a link that you can share however you'd like—in a card, text message, or in person. + +## Good to know + +- Gift subscriptions are available globally. +- Recipients redeem gifts on the web at **[claude.ai/gift/redeem](https://claude.ai/gift/redeem)**. For more information, see **[How to redeem a Claude gift subscription](https://support.claude.com/en/articles/12938695-how-to-redeem-a-claude-gift-subscription)**. +- Recipients with active mobile (iOS or Android) subscriptions will need to wait until their mobile subscription ends before redeeming. +- No credit card is required for the recipient to redeem. + +## Related Articles +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [How do I sign up for the Max plan?](https://support.claude.com/en/articles/11049752-how-do-i-sign-up-for-the-max-plan) +- [Choosing a Claude plan](https://support.claude.com/en/articles/11049762-choosing-a-claude-plan) +- [How to redeem a Claude gift subscription](https://support.claude.com/en/articles/12938695-how-to-redeem-a-claude-gift-subscription) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) diff --git a/claude/claude/get-started-with-claude/12938695-how-to-redeem-a-claude-gift-subscription.md b/claude/claude/get-started-with-claude/12938695-how-to-redeem-a-claude-gift-subscription.md new file mode 100644 index 0000000000000000000000000000000000000000..6e528043f36d861d45772d0fcb574705a96548c9 --- /dev/null +++ b/claude/claude/get-started-with-claude/12938695-how-to-redeem-a-claude-gift-subscription.md @@ -0,0 +1,67 @@ +--- +title: "How to redeem a Claude gift subscription" +title_slug: "how-to-redeem-a-claude-gift-subscription" +source_url: "https://support.claude.com/en/articles/12938695-how-to-redeem-a-claude-gift-subscription" +last_updated_iso: "2026-03-16T21:00:15Z" +article_id: "14660136" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# How to redeem a Claude gift subscription + +_Last updated: 2026-03-16T21:00:15Z_ + +Someone sent you a Claude gift subscription—here's how to redeem it and start using Claude. + +## How to redeem your gift + +1. Open the gift email or link you received. +2. Click “Redeem your gift.” +3. Sign in to your Claude account, or create a new account if you don't have one. +4. Confirm redemption. +5. You can also redeem directly at [claude.ai/gift/redeem](https://claude.ai/gift/redeem) and enter your gift code. + +> **Important:** Your gift will expire 365 days after the purchase date. It’s not possible to redeem multiple gifts at one time or stack redemptions. + +## What happens when you redeem + +Your experience depends on your current subscription status: + +**If you're a new or free user:** Your account is upgraded to the gifted plan immediately. You'll have full access for the duration of the gift. + +**If you're a Pro subscriber (web) and receive a Pro gift:** Your Pro subscription is extended by the gift duration. + +**If you're a Pro subscriber (web) and receive a Max gift:** You're upgraded to the Max plan for the gift duration. When the gift ends, your Pro subscription resumes. Any unused time from your Pro billing cycle is added as account credit. + +**If you're a Max subscriber (web) and receive a lower-tier gift:** The gift value is converted to account credit, which is automatically applied to your future invoices. + +**If you're a Max subscriber (web) and receive the same or higher Max tier:** Your Max subscription is extended or upgraded accordingly. + +## Mobile Subscribers + +If you have an active subscription through the iOS App Store or Google Play Store, you'll need to wait until that subscription ends before you can redeem a gift subscription. Gift subscriptions can only be redeemed on the web. + +Your gift won't expire while you wait—you can redeem it once your mobile subscription ends. + +## Troubleshooting + +#### I don't see the redemption email + +Check your spam or junk folder. If you still can't find it, ask the person who sent the gift to confirm your email address or resend the gift link. + +#### I'm getting an error when trying to redeem + +Make sure you're signed in to Claude on the web (not the mobile app). + +#### Can I use the gift on a different email address? + +The gift can be redeemed by any Claude account, regardless of which email received the gift. + +## Related Articles +- [Claude 4 Invite Contest](https://support.claude.com/en/articles/11408405-claude-4-invite-contest) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [How to gift a Claude subscription](https://support.claude.com/en/articles/12938627-how-to-gift-a-claude-subscription) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/get-started-with-claude/7996845-what-are-some-things-i-can-use-claude-for.md b/claude/claude/get-started-with-claude/7996845-what-are-some-things-i-can-use-claude-for.md new file mode 100644 index 0000000000000000000000000000000000000000..04d637a0d0ad4f855786c7883e2fc5fbf74bd0db --- /dev/null +++ b/claude/claude/get-started-with-claude/7996845-what-are-some-things-i-can-use-claude-for.md @@ -0,0 +1,31 @@ +--- +title: "What are some things I can use Claude for?" +title_slug: "what-are-some-things-i-can-use-claude-for" +source_url: "https://support.claude.com/en/articles/7996845-what-are-some-things-i-can-use-claude-for" +last_updated_iso: "2026-03-16T21:18:04Z" +article_id: "7929213" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# What are some things I can use Claude for? + +_Last updated: 2026-03-16T21:18:04Z_ + +You can use Claude to: + +- **Write across different formats and styles.** Claude can help you draft everything from a text message or an email to a screenplay or a novel. +- **Learn something new.** You can ask Claude to teach you how to make Pasta Carbonara, use a new library in Python, learn about 20th century Uruguayan history, or ride a pogo stick. +- **Summarize text.** Claude is great at generating concise summaries of long articles, news stories, documents, conversations, or even books! +- **Code.** Claude can be an extremely helpful 'pair programmer'. While Claude is best at Python, it knows how to code in all major programming languages. +- **Act as a debate or brainstorming partner.** Claude is great to bounce ideas off of, help generate different viewpoints, provide recommendations, and generally converse with. +- **Translate languages.** While Claude is best at English due to its training data, Claude knows more than a dozen languages and can translate between them to varying degrees of success. Some languages Claude is especially good at other than English are Portuguese, French, and German. +- **Analyze images.** Claude can interpret the content of images, and provide assistance on things like analyzing chart data or describing what’s depicted. + +## Related Articles +- [Can Claude produce images?](https://support.claude.com/en/articles/9002504-can-claude-produce-images) +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [How to use Claude in your preferred language](https://support.claude.com/en/articles/10769299-how-to-use-claude-in-your-preferred-language) +- [Create and edit files with Claude](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude) +- [Using Claude in Microsoft Foundry](https://support.claude.com/en/articles/12864745-using-claude-in-microsoft-foundry) diff --git a/claude/claude/get-started-with-claude/8114487-what-interfaces-can-i-use-to-access-claude.md b/claude/claude/get-started-with-claude/8114487-what-interfaces-can-i-use-to-access-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..a7f4c98686e24a0b054dd3427dee901b64db767e --- /dev/null +++ b/claude/claude/get-started-with-claude/8114487-what-interfaces-can-i-use-to-access-claude.md @@ -0,0 +1,29 @@ +--- +title: "What interfaces can I use to access Claude?" +title_slug: "what-interfaces-can-i-use-to-access-claude" +source_url: "https://support.claude.com/en/articles/8114487-what-interfaces-can-i-use-to-access-claude" +last_updated_iso: "2026-03-16T21:17:09Z" +article_id: "8070448" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# What interfaces can I use to access Claude? + +_Last updated: 2026-03-16T21:17:09Z_ + +You access Claude via: + +- Chat ([claude.ai](https://claude.ai)); +- [Claude for iOS](https://apps.apple.com/us/app/claude-by-anthropic/id6473753684); +- [Claude for Android](https://play.google.com/store/apps/details?id=com.anthropic.claude); +- [Claude Desktop](http://claude.ai/download); and +- [Claude Console](https://platform.claude.com/) / [API](https://docs.claude.com/en/api/overview) + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription) +- [I have a paid Claude subscription (Pro, Max, Team, or Enterprise plans). Why do I have to pay separately to use the Claude API and Console?](https://support.claude.com/en/articles/9876003-i-have-a-paid-claude-subscription-pro-max-team-or-enterprise-plans-why-do-i-have-to-pay-separately-to-use-the-claude-api-and-console) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) diff --git a/claude/claude/get-started-with-claude/8114491-get-started-with-claude.md b/claude/claude/get-started-with-claude/8114491-get-started-with-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..77f18c6936eaae30a33cd5e14a3e3040f9e05f40 --- /dev/null +++ b/claude/claude/get-started-with-claude/8114491-get-started-with-claude.md @@ -0,0 +1,100 @@ +--- +title: "Get started with Claude" +title_slug: "get-started-with-claude" +source_url: "https://support.claude.com/en/articles/8114491-get-started-with-claude" +last_updated_iso: "2026-03-25T16:27:42Z" +article_id: "8070452" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# Get started with Claude + +_Last updated: 2026-03-25T16:27:42Z_ + +## What is Claude? + +Claude is a large language model (LLM) built by Anthropic. It's trained to be a helpful, honest, and harmless assistant with a conversational tone. + +## How to access Claude + +You can access Claude through several platforms: + +- **Web**: Visit **[claude.ai](https://claude.ai/)** to chat with Claude in a web browser. +- **Desktop**: **[Download Claude Desktop](https://claude.ai/download)** for Mac or Windows. +- **Mobile**: Download Claude for iOS or Android to chat on your mobile device. + +## Supported locations + +You must be in one of our **[supported locations](https://support.claude.com/en/articles/8461763-where-can-i-access-claude)** to access Claude. + +## Is there an age requirement to use Claude? + +You must be at least 18 years old to use our services. + +## How to talk to Claude + +#### What is a prompt? + +You use **prompts** to communicate with Claude. The best approach is to speak to Claude like you would a coworker or friend - naturally and conversationally. Your prompts can range from simple questions to complex requests: + +- **Simple questions**: "How do I hang a picture frame in my room?" +- **Complex requests**: Multi-step projects, analysis, creative writing, coding, or technical tasks. + +#### Use the Claude chat interface + +Type your prompt into the chat interface and click the submit button to start a conversation with Claude. You can click the "+" button in the lower left or type "/" to view additional options and commands: + + + +--- + +## Understanding Claude's capabilities + +#### Which model am I talking to? + +The model you're currently chatting with is displayed either below your text input (on web and desktop) or at the top of your screen (on mobile). You can click on the model you're using to open the model selector and switch to another available model. + +#### Can I chat with Claude in different languages? + +Claude has extensive training in English and performs well in many other common languages. It also has some ability to communicate in less common languages and has extensive knowledge of programming languages. + +For instructions to select a language in your settings, see **[How to use Claude in your preferred language](https://support.claude.com/en/articles/10769299-how-to-use-claude-in-your-preferred-language).** + +#### Are there any usage limits or limits on chat length? + +While using the free Claude plan, there is a session-based usage limit that will reset every five hours. Also, the number of messages you can send will vary based on demand, and we may impose other types of usage limits to ensure fair access to all users. Claude will notify you when you’ve reached your limit, or if your prompt exceeds the available context window. + +For more information about usage and length limits, refer to **[How do usage and length limits work?](https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work)** + +#### How do I increase my usage limits? + +We also have several paid subscriptions that offer additional usage. For more information, view our guide on **[Choosing a Claude plan](https://support.claude.com/en/articles/11049762-choosing-a-claude-plan)**. + +--- + +## Tips for getting started + +1. **Start simple**: Begin with straightforward questions to get familiar with how Claude responds. +2. **Be specific**: The more specific your request, the better Claude can assist you. +3. **Iterate**: Don't hesitate to refine your prompts or ask follow-up questions. +4. **Explore**: Try different types of tasks - from having Claude answer basic questions to using it as a collaboration partner for more involved projects. + +--- + +## Next steps + +Once you've started using Claude, you can: + +- **[Customize your appearance settings](https://support.claude.com/en/articles/8887527-customizing-your-appearance-settings)** +- **[Explore Claude’s personalization features](https://support.claude.com/en/articles/10185728-understanding-claude-s-personalization-features)** +- Learn more about designing effective prompts in our **[prompt engineering documentation](https://platform.claude.com/docs/en/build-with-claude/prompt-engineering/overview)**. +- For additional features and more usage, consider **[upgrading to a paid plan](https://support.claude.com/en/articles/11049762-choosing-a-claude-plan)**. + +## Related Articles +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) +- [How do usage and length limits work?](https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) diff --git a/claude/claude/get-started-with-claude/8114494-how-up-to-date-is-claude-s-training-data.md b/claude/claude/get-started-with-claude/8114494-how-up-to-date-is-claude-s-training-data.md new file mode 100644 index 0000000000000000000000000000000000000000..00a9809d3caf65f9fd671850400c1b5fcce7885f --- /dev/null +++ b/claude/claude/get-started-with-claude/8114494-how-up-to-date-is-claude-s-training-data.md @@ -0,0 +1,35 @@ +--- +title: "How up-to-date is Claude's training data?" +title_slug: "how-up-to-date-is-claudes-training-data" +source_url: "https://support.claude.com/en/articles/8114494-how-up-to-date-is-claude-s-training-data" +last_updated_iso: "2026-04-16T13:30:36Z" +article_id: "8070455" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# How up-to-date is Claude's training data? + +_Last updated: 2026-04-16T13:30:36Z_ + +While we're constantly updating Claude's data, each model has a knowledge cutoff: + +- Claude Opus 4.7 was trained on data up until January 2026. +- Claude Sonnet 4.6 was trained on data up until August 2025. +- Claude Opus 4.6 was trained on data up until August 2025. +- Claude Opus 4.5 was trained on data up until August 2025. +- Claude Haiku 4.5 was trained on data up until July 2025. +- Claude Sonnet 4.5 was trained on data up until July 2025. +- Claude Opus 3 was trained on data up until August 2023. + +These models may not be aware of events or information that occurred after their respective cutoff dates. If you ask about more recent events, the model may not have accurate information. + +You can refer to **[Models overview](https://docs.claude.com/en/docs/about-claude/models/overview)** in our Claude Docs for more detailed information about our models. + +## Related Articles +- [How large is the Claude API’s context window?](https://support.claude.com/en/articles/8606395-how-large-is-the-claude-api-s-context-window) +- [Claude Code model configuration](https://support.claude.com/en/articles/11940350-claude-code-model-configuration) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Using Claude in Microsoft Foundry](https://support.claude.com/en/articles/12864745-using-claude-in-microsoft-foundry) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/get-started-with-claude/8287232-verifying-your-phone-number.md b/claude/claude/get-started-with-claude/8287232-verifying-your-phone-number.md new file mode 100644 index 0000000000000000000000000000000000000000..af2fff2206ba682420c55f858f3868754ab79aee --- /dev/null +++ b/claude/claude/get-started-with-claude/8287232-verifying-your-phone-number.md @@ -0,0 +1,71 @@ +--- +title: "Verifying your phone number" +title_slug: "verifying-your-phone-number" +source_url: "https://support.claude.com/en/articles/8287232-verifying-your-phone-number" +last_updated_iso: "2026-03-16T21:17:02Z" +article_id: "8279957" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# Verifying your phone number + +_Last updated: 2026-03-16T21:17:02Z_ + +When you first create a Claude account, you’ll be asked to enter your phone number from a [supported location](https://support.claude.com/en/articles/8461763-where-can-i-access-claude) to receive a verification code via text message: + + + +Once you receive the text message with the code, type it into the box and click “Verify code.” This will complete the verification and account creation process and allow you to start chatting with Claude. + +## Why do I need to verify my phone number? + +Verifying your phone number helps us prevent spam and abuse. Your phone number is only used for account verification and not for any other purposes. + +## What happens during phone verification? + +We’ll send a six-digit verification code to your phone number via text message. Enter this code on the verification screen to confirm you have access to that phone number. + +## Limitations + +We only accept phone numbers from our supported locations at this time. Additionally, you cannot use VoIP numbers, Google Voice, phone numbers created using apps, landlines, or other numbers that can’t receive texts to verify your account. + +## Frequently Asked Questions + +#### What if I don't have a phone number from a supported location? + +Only users physically located in one of our supported locations can create and use Claude accounts. We also require a phone number from a supported location to create an account, and there isn’t a way to skip this step. + +#### I don't have a phone that can receive text messages. How can I create an account? + +You must have a phone number that can receive a verification code via text message to create and use a Claude account. We require phone verification for all new users, and there isn’t a way to skip this step. + +#### I didn't receive my phone verification code. What should I do? + +The code may take a few minutes to arrive via text, but if it has been more than five minutes, click “Try again” to reset the modal and reenter your phone number, ensuring that you’re entering the correct one. + +#### I’m still not receiving the code, or I’m seeing “Error sending code. Double check your phone number.” + +If you aren’t receiving a verification code via text after reentering your phone number, or you’re seeing an error message (“Error sending code. Double check your phone number.”), you’ll need to try using a different phone number to verify your account. + +#### I received the text message with the verification code, but the code isn’t working. + +The texted verification codes are temporary, so ensure you’re entering the most recent code you received. You can use “Try again” to restart the verification and receive a new code, so you should request one and enter it as soon as you receive it + +#### Why am I seeing a message stating that my phone number was used too many times? + +If you see an error stating that your phone number is already in use, this means there’s another Claude account in our system that was verified using that number. If you know which email address is associated with this verified account, you should log in to that account and contact our Support team to ask for help unlinking your phone number from it. Once we unlink the number, you’ll be able to use it to verify a different account. + +Alternatively, you can enter a different phone number that hasn’t been used for verification yet. + +#### Can I change the phone number associated with my account? + +There isn’t a way to change your phone number associated with your Claude account once it has been verified. Please ensure you verify your account using a phone number you'll have access to long-term. + +## Related Articles +- [How do I change the email address associated with my account?](https://support.claude.com/en/articles/8452276-how-do-i-change-the-email-address-associated-with-my-account) +- [Getting started with Claude for Nonprofits](https://support.claude.com/en/articles/12893767-getting-started-with-claude-for-nonprofits) +- [Logging in to your Claude account](https://support.claude.com/en/articles/13189465-logging-in-to-your-claude-account) +- [Logging in to your Console account](https://support.claude.com/en/articles/13371040-logging-in-to-your-console-account) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/get-started-with-claude/8461763-where-can-i-access-claude.md b/claude/claude/get-started-with-claude/8461763-where-can-i-access-claude.md new file mode 100644 index 0000000000000000000000000000000000000000..0f2825c42095f6a35a8984247f32cb2a3574d5e7 --- /dev/null +++ b/claude/claude/get-started-with-claude/8461763-where-can-i-access-claude.md @@ -0,0 +1,194 @@ +--- +title: "Where can I access Claude?" +title_slug: "where-can-i-access-claude" +source_url: "https://support.claude.com/en/articles/8461763-where-can-i-access-claude" +last_updated_iso: "2026-03-16T21:16:15Z" +article_id: "8488154" +breadcrumbs: + - "Claude" + - "Get started with Claude" +--- + +# Where can I access Claude? + +_Last updated: 2026-03-16T21:16:15Z_ + +You can access Claude in the following locations: + +- Albania +- Algeria +- Andorra +- Angola +- Antigua and Barbuda +- Argentina +- Armenia +- Australia +- Austria +- Azerbaijan +- Bahamas +- Bahrain +- Bangladesh +- Barbados +- Belgium +- Belize +- Benin +- Bhutan +- Bolivia +- Bosnia and Herzegovina +- Botswana +- Brazil +- Brunei +- Bulgaria +- Burkina Faso +- Burundi +- Cambodia +- Cameroon +- Canada +- Cabo Verde +- Chad +- Chile +- Colombia +- Comoros +- Congo (Brazzaville) +- Costa Rica +- Croatia +- Czechia (Czech Republic) +- Denmark +- Djibouti +- Dominica +- Dominican Republic +- East Timor +- Ecuador +- Egypt +- El Salvador +- Equatorial Guinea +- Estonia +- Eswatini +- Fiji +- Finland +- France +- Gabon +- Gambia +- Georgia +- Germany +- Ghana +- Greece +- Grenada +- Guatemala +- Guinea +- Guinea-Bissau +- Guyana +- Haiti +- Herzegovina +- Honduras +- Hungary +- Iceland +- India +- Indonesia +- Iraq +- Ireland +- Israel +- Italy +- Côte d'Ivoire +- Jamaica +- Japan +- Jordan +- Kazakhstan +- Kenya +- Kiribati +- Kuwait +- Kyrgyzstan +- Laos +- Latvia +- Lebanon +- Lesotho +- Liberia +- Liechtenstein +- Lithuania +- Luxembourg +- Madagascar +- Malawi +- Malaysia +- Maldives +- Malta +- Mariana Islands +- Marshall Islands +- Mauritania +- Mauritius +- Mexico +- Micronesia +- Moldova +- Monaco +- Mongolia +- Montenegro +- Morocco +- Mozambique +- Namibia +- Nauru +- Nepal +- Netherlands +- New Zealand +- Niger +- Nigeria +- North Macedonia +- Norway +- Oman +- Pakistan +- Palau +- Palestine +- Panama +- Papua New Guinea +- Paraguay +- Peru +- Philippines +- Poland +- Portugal +- Qatar +- Republic of Cyprus +- Romania +- Rwanda +- Saint Kitts and Nevis +- Saint Lucia +- Saint Vincent and the Grenadines +- Samoa +- San Marino +- São Tomé and Príncipe +- Saudi Arabia +- Senegal +- Serbia +- Seychelles +- Sierra Leone +- Singapore +- Slovakia +- Slovenia +- Solomon Islands +- South Africa +- South Korea +- Spain +- Sri Lanka +- Suriname +- Sweden +- Switzerland +- Taiwan +- Tajikistan +- Tanzania +- Thailand +- Togo +- Tonga +- Trinidad and Tobago +- Tunisia +- Türkiye (Turkey) +- Turkmenistan +- Tuvalu +- Uganda +- Ukraine +- United Arab Emirates +- United Kingdom +- United States +- Uruguay +- Uzbekistan +- Vanuatu +- Vatican City +- Vietnam +- Zambia +- Zimbabwe diff --git a/claude/claude/personalization-and-settings/10181068-configure-and-use-styles.md b/claude/claude/personalization-and-settings/10181068-configure-and-use-styles.md new file mode 100644 index 0000000000000000000000000000000000000000..f3258f89713eec443d74c7b5236ae264519b64cf --- /dev/null +++ b/claude/claude/personalization-and-settings/10181068-configure-and-use-styles.md @@ -0,0 +1,93 @@ +--- +title: "Configure and use styles" +title_slug: "configure-and-use-styles" +source_url: "https://support.claude.com/en/articles/10181068-configure-and-use-styles" +last_updated_iso: "2026-03-16T21:25:42Z" +article_id: "10729648" +breadcrumbs: + - "Claude" + - "Personalization and settings" +--- + +# Configure and use styles + +_Last updated: 2026-03-16T21:25:42Z_ + +Styles allow you to customize how Claude communicates, helping you achieve more while working in a way that feels natural to you. + +## Using preset styles + +#### Selecting a style + +1. Click the "Search and tools" menu in the lower left corner of the chat interface. +2. Select "Use style." +3. Click one of the four available preset styles in the menu. +4. Claude will adapt its responses according to your selected style. + +> **Note:** Switch between styles at any time during your conversation. Claude will use your current style selection for new messages, message edits, and retries. + +Available preset styles include: + +- **Normal:** Default responses from Claude. +- **Concise:** Shorter and more direct responses. +- **Formal:** Clear and polished responses +- **Explanatory:** Educational responses for learning new concepts. + +## Managing preset styles + +You can customize which preset styles appear in your menu: + +1. From the "Use style" dropdown, click "Create & edit styles." +2. Select the preset style you want to hide from the "Customize your styles" modal. +3. Click "Options" in the top-right corner. +4. Select "Hide preset style." +5. To unhide preset styles, click “Reset preset styles” in the bottom right corner of the "Customize your styles" modal. + +> **Note:** While you can hide most preset styles, the Normal and Concise styles will always remain visible in your menu. + +## Creating custom styles + +#### Method 1: Upload writing samples + +1. From the "Use style" dropdown, click "Create & edit styles." +2. Click “Create custom style.” +3. Select "Add Writing Example" to choose between uploading a file from your device, or pasting the text content directly +4. Click "Create style" +5. Claude will analyze your writing and generate a matching style + +Your writing samples help Claude understand and match your preferred communication approach. You can upload documents in various formats including pdf, doc, and txt files. + +#### Method 2: Describe your style + +1. From the "Use style" dropdown, click "Create & edit styles." +2. Click “Create custom style" in the bottom left corner of the "Customize your styles" modal. +3. Choose "Describe style instead." +4. Select a starting point that best matches your goal. + 1. Claude will use the selected starting point to help create an effective style. + 2. Click on "Use custom instructions (advanced)" to provide your own specific style instructions that Claude will follow exactly. +5. Click "Generate style." + +## Managing your custom styles + +- From the "Use style" dropdown, click "Create & edit styles" to: + - Reorder styles using the icon (:::) next to each style. +- From the "Create & edit styles" modal, click into individual styles to: + - Rename styles by clicking into the style name or options menu. + - Preview how the style affects Claude's responses. + - Delete styles you no longer need through the options menu. + - Edit style instructions to fine-tune Claude's responses. + - Editing styles can be done with Claude (“Edit Style”) or by clicking “Set Instructions Manually” in the options menu to edit the instructions directly. + +## Tips for success + +- Be specific when describing your desired communication style. +- Use the preview feature to ensure the style matches your expectations. +- Switch between styles based on different conversation needs. +- Consider your audience and purpose when selecting or creating styles. + +## Related Articles +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Understanding Claude's Personalization Features](https://support.claude.com/en/articles/10185728-understanding-claude-s-personalization-features) +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Use Claude for Word](https://support.claude.com/en/articles/14465370-use-claude-for-word) diff --git a/claude/claude/personalization-and-settings/10185728-understanding-claude-s-personalization-features.md b/claude/claude/personalization-and-settings/10185728-understanding-claude-s-personalization-features.md new file mode 100644 index 0000000000000000000000000000000000000000..fcf8d5fb7fb4a0cb929b186e289a5ce5a8ef0f1e --- /dev/null +++ b/claude/claude/personalization-and-settings/10185728-understanding-claude-s-personalization-features.md @@ -0,0 +1,82 @@ +--- +title: "Understanding Claude's Personalization Features" +title_slug: "understanding-claudes-personalization-features" +source_url: "https://support.claude.com/en/articles/10185728-understanding-claude-s-personalization-features" +last_updated_iso: "2026-03-16T21:20:41Z" +article_id: "10735559" +breadcrumbs: + - "Claude" + - "Personalization and settings" +--- + +# Understanding Claude's Personalization Features + +_Last updated: 2026-03-16T21:20:41Z_ + +Claude offers several ways to personalize your experience: profile preferences, project instructions, and styles. Each serves a different purpose in helping Claude better understand and meet your needs. + +## Profile Preferences + +Profile preferences are account-wide settings that help Claude understand your general preferences that Claude should consider in responses. + +To set your preferences: + +1. Click your initials in the lower left corner. +2. Select "Settings." +3. Under "What preferences should Claude consider in responses?", describe your preferences, such as: + - Your preferred approaches or methods + - Common terms or concepts you use + - Typical scenarios you encounter + - General communication preferences + +Any preferences you add here will be applied to all of your conversations with Claude. + +--- + +## Project Instructions + +Project instructions help Claude understand the specific context and requirements for a particular project. These instructions only apply to chats within that project. + +> Projects are available to all users, including those with free Claude accounts. Free users can create a maximum of five projects. + +Use project instructions when you want to: + +- Provide project-specific context +- Set guidelines for a particular workflow +- Establish requirements for a specific set of tasks +- Define roles or perspectives Claude should adopt within the project + +Project instructions are particularly useful when you're working on focused tasks or need Claude to maintain consistent context across multiple conversations within the same project. + +For detailed information on using projects, see our article on [creating and managing projects](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects). + +--- + +## Styles + +Styles customize how Claude communicates with you. Unlike profile preferences and project instructions which provide context and guidance, styles focus specifically on how Claude formats and delivers its responses. + +Use styles when you want to: + +- Adjust the tone and format of Claude's responses. +- Switch between different communication styles (e.g., concise for quick answers, explanatory for learning). +- Create custom communication patterns based on your own writing. + +For detailed information on using styles, see our article on [configuring and using styles](https://support.claude.com/en/articles/10181068-configuring-and-using-styles). + +--- + +## Choosing the Right Feature + +- Use preferences for account-wide settings that affect all your interactions with Claude. +- Use project instructions when you need specific guidance or context for a particular project (paid plans only). +- Use styles when you want to customize how Claude formats and delivers its responses. + +You can use these features independently or in combination to create the most effective experience for your needs. + +## Related Articles +- [Use Claude for Excel](https://support.claude.com/en/articles/12650343-use-claude-for-excel) +- [Organize your tasks with projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) +- [Organization preferences in Claude for Government](https://support.claude.com/en/articles/14503675-organization-preferences-in-claude-for-government) +- [Set organization preferences](https://support.claude.com/en/articles/14546867-set-organization-preferences) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) diff --git a/claude/claude/personalization-and-settings/10769299-how-to-use-claude-in-your-preferred-language.md b/claude/claude/personalization-and-settings/10769299-how-to-use-claude-in-your-preferred-language.md new file mode 100644 index 0000000000000000000000000000000000000000..18f36edbad99cc2c40508be6fbf8d97af47a4da0 --- /dev/null +++ b/claude/claude/personalization-and-settings/10769299-how-to-use-claude-in-your-preferred-language.md @@ -0,0 +1,48 @@ +--- +title: "How to use Claude in your preferred language" +title_slug: "how-to-use-claude-in-your-preferred-language" +source_url: "https://support.claude.com/en/articles/10769299-how-to-use-claude-in-your-preferred-language" +last_updated_iso: "2026-03-16T21:21:21Z" +article_id: "11533672" +breadcrumbs: + - "Claude" + - "Personalization and settings" +--- + +# How to use Claude in your preferred language + +_Last updated: 2026-03-16T21:21:21Z_ + +> Claude is available in multiple languages on web and desktop applications. + +## Supported Languages + +- English +- French +- German +- Hindi +- Indonesian +- Italian +- Japanese +- Korean +- Portuguese (Brazilian) +- Spanish (Latin America) +- Spanish (Spain) + +## Changing your language setting + +#### On Web and Desktop + +1. Click your profile icon in the lower left corner. +2. Go to the "Language" section. +3. Choose your preferred language. +4. The interface will update automatically. + +> **Note:*** *Even if you've changed your language settings, you can still chat with Claude in any language. Claude will converse with you in the language you use. + +## Related Articles +- [What are some things I can use Claude for?](https://support.claude.com/en/articles/7996845-what-are-some-things-i-can-use-claude-for) +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Using dictation on Claude Mobile](https://support.claude.com/en/articles/10065434-using-dictation-on-claude-mobile) +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [FAQs on Using Claude for Education at Your University](https://support.claude.com/en/articles/11139144-faqs-on-using-claude-for-education-at-your-university) diff --git a/claude/claude/personalization-and-settings/8664678-how-can-i-change-the-model-version-that-i-m-chatting-with.md b/claude/claude/personalization-and-settings/8664678-how-can-i-change-the-model-version-that-i-m-chatting-with.md new file mode 100644 index 0000000000000000000000000000000000000000..e4550cc63955d17a5be5502381655df8db136607 --- /dev/null +++ b/claude/claude/personalization-and-settings/8664678-how-can-i-change-the-model-version-that-i-m-chatting-with.md @@ -0,0 +1,29 @@ +--- +title: "How can I change the model version that I’m chatting with?" +title_slug: "how-can-i-change-the-model-version-that-im-chatting-with" +source_url: "https://support.claude.com/en/articles/8664678-how-can-i-change-the-model-version-that-i-m-chatting-with" +last_updated_iso: "2026-03-16T21:22:24Z" +article_id: "8740398" +breadcrumbs: + - "Claude" + - "Personalization and settings" +--- + +# How can I change the model version that I’m chatting with? + +_Last updated: 2026-03-16T21:22:24Z_ + +Use the model selector to switch between available models: + +1. Start chatting with Claude or open an existing chat. +2. The selected model will appear next to the send button. +3. To change it, click on the model name and choose which Claude model you’d like to chat with instead. +4. Click "More models" to view additional options. +5. If you’ve previously messaged Claude in an existing chat, switching Claude’s model will open a new chat. + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Using extended thinking](https://support.claude.com/en/articles/10574485-using-extended-thinking) +- [Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats) +- [Custom visuals in chat](https://support.claude.com/en/articles/13979539-custom-visuals-in-chat) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/personalization-and-settings/8887527-customizing-your-appearance-settings.md b/claude/claude/personalization-and-settings/8887527-customizing-your-appearance-settings.md new file mode 100644 index 0000000000000000000000000000000000000000..23abf8d6f47a4da27f5df9255f81190cbc552f45 --- /dev/null +++ b/claude/claude/personalization-and-settings/8887527-customizing-your-appearance-settings.md @@ -0,0 +1,42 @@ +--- +title: "Customizing your appearance settings" +title_slug: "customizing-your-appearance-settings" +source_url: "https://support.claude.com/en/articles/8887527-customizing-your-appearance-settings" +last_updated_iso: "2026-03-16T21:21:28Z" +article_id: "9016396" +breadcrumbs: + - "Claude" + - "Personalization and settings" +--- + +# Customizing your appearance settings + +_Last updated: 2026-03-16T21:21:28Z_ + +## How to switch between light and dark mode + +1. Log in to your account and click your initials or name in the lower left corner. +2. Navigate to [Settings > Appearance](https://claude.ai/settings/appearance). +3. Select from Light, Match System, and Dark under **Color mode**. + + + +## How to change your font + +1. In [Settings > Appearance](https://claude.ai/settings/appearance), find **Chat font**. +2. Select from Default, Match System, and Dyslexic Friendly. + + + +## Can I disable the sidebar? + +It's not currently possible to completely disable the sidebar. You can click the button on the top right of the sidebar to open or close it. + + + +## Related Articles +- [How to create custom Skills](https://support.claude.com/en/articles/12512198-how-to-create-custom-skills) +- [Google Sheets add-on](https://support.claude.com/en/articles/13162029-google-sheets-add-on) +- [Customizing your Console appearance settings](https://support.claude.com/en/articles/13346458-customizing-your-console-appearance-settings) +- [Use Claude for PowerPoint](https://support.claude.com/en/articles/13521390-use-claude-for-powerpoint) +- [Set up your design system in Claude Design](https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design) diff --git a/claude/claude/troubleshooting/12466728-troubleshoot-claude-error-messages.md b/claude/claude/troubleshooting/12466728-troubleshoot-claude-error-messages.md new file mode 100644 index 0000000000000000000000000000000000000000..be6949639d69db566eedb656a15eb889f2ae7af0 --- /dev/null +++ b/claude/claude/troubleshooting/12466728-troubleshoot-claude-error-messages.md @@ -0,0 +1,75 @@ +--- +title: "Troubleshoot Claude error messages" +title_slug: "troubleshoot-claude-error-messages" +source_url: "https://support.claude.com/en/articles/12466728-troubleshoot-claude-error-messages" +last_updated_iso: "2026-03-16T20:32:12Z" +article_id: "13898432" +breadcrumbs: + - "Claude" + - "Troubleshooting" +--- + +# Troubleshoot Claude error messages + +_Last updated: 2026-03-16T20:32:12Z_ + +This article explains common error messages and warnings you may encounter when using Claude and provides guidance on how to address them. + +## Usage limit warnings and errors + +Usage limit warnings appear when you're approaching your plan’s limit within a five-hour session: *“Approaching 5-hour limit.”* + +If you hit your plan’s limit after the warning appears, you’ll see a blocking error message letting you know when you can use Claude again: *“5-hour limit reached - resets [time].”* + +Looking for ways to maximize your Claude usage? Refer to **[Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices)**. + +#### Extra usage + +Paid Claude users with extra usage enabled in Usage settings will see a slightly different usage limit error:* “5-hour limit resets [time] - continuing with extra usage.”* Note that this will only appear for members with access to extra usage. + +Refer to these articles for more information about this feature depending on your plan: + +- **[Extra usage for paid Claude Plans](https://support.claude.com/en/articles/12429409-extra-usage-for-paid-claude-plans)** +- **[Extra usage for Team and Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-enterprise-plans)** + +## Length limit errors + +You may encounter a length limit error when your message to Claude exceeds the maximum input length allowed: "Your message will exceed the length limit for this chat. Try attaching fewer or smaller files or starting a new conversation." This error indicates that your message is too long and needs to be shortened before sending it to Claude. + +For users on paid plans with code execution enabled, Claude automatically manages long conversations by summarizing earlier messages when context limits are approached. This means most users will rarely encounter length limit errors during normal use. Your full chat history is preserved so Claude can reference it even after summarization. In rare cases where you still encounter this error (such as when sending a very large first message), you can: + +- Break your content into smaller chunks and process them separately +- Summarize or extract key sections before sending to Claude +- Use Claude to first identify the most relevant portions of your content +- Start a new conversation + +## Login errors + +If you see a generic error message when attempting to log in to your Claude account (e.g, "There was an error logging you in"), try the following troubleshooting steps: + +- Ensure you’re not using a VPN when accessing Claude. +- Disable any browser extensions that you currently have active. +- Clear your browser’s cache and cookies. + +If you're still seeing an error, check **[our status page](http://status.claude.com)** for active incidents. + +## Capacity constraints + +Capacity issues occur when Claude’s infrastructure experiences high demand system-wide. When capacity is constrained, you may see this message when chatting with Claude: *"Due to unexpected capacity constraints, Claude is unable to respond to your message. Please try again soon."* + +> **Important:** Capacity constraints are not outages. The system is functioning normally but managing high demand across all users. These issues are temporary and typically resolve as demand patterns shift throughout the day. If you encounter this message, try again in a few minutes. + +Capacity issues will not appear on our status page because they represent normal load management rather than technical problems. + +## Service incidents and outages + +Service incidents are disruptions where Claude is unavailable or significantly degraded for all or most users. These represent actual technical problems with our systems. To check for confirmed incidents, visit status.claude.com, where you'll find real-time updates on scope, impact, and resolution progress for any active incidents. + + + +## Related Articles +- [What is the Pro plan?](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan) +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [How do usage and length limits work?](https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Claude Design subscription usage and pricing](https://support.claude.com/en/articles/14667344-claude-design-subscription-usage-and-pricing) diff --git a/claude/claude/troubleshooting/12738598-adapting-to-new-model-personas-after-deprecations.md b/claude/claude/troubleshooting/12738598-adapting-to-new-model-personas-after-deprecations.md new file mode 100644 index 0000000000000000000000000000000000000000..4d06fac9c82081539680a8314496b4248de10924 --- /dev/null +++ b/claude/claude/troubleshooting/12738598-adapting-to-new-model-personas-after-deprecations.md @@ -0,0 +1,37 @@ +--- +title: "Adapting to new model personas after deprecations" +title_slug: "adapting-to-new-model-personas-after-deprecations" +source_url: "https://support.claude.com/en/articles/12738598-adapting-to-new-model-personas-after-deprecations" +last_updated_iso: "2026-03-16T21:21:23Z" +article_id: "14337422" +breadcrumbs: + - "Claude" + - "Troubleshooting" +--- + +# Adapting to new model personas after deprecations + +_Last updated: 2026-03-16T21:21:23Z_ + +[Model deprecations and retirements](https://docs.claude.com/en/docs/about-claude/model-deprecations#model-status) are routine parts of the model lifecycle. While we would like to keep past models publicly available as we continue to advance the frontier of safety and capabilities, maintenance overhead and capacity constraints do not currently allow this. We nonetheless recognize that losing access to models comes with costs to many users, particularly those who have come to value the unique character or capabilities of a specific model on a personal level. We aim to provide resources, tools, and guidance to such users to minimize these costs and make the transitions between models as smooth and seamless as possible. + +## Strategies and recommendations + +Below are a set of strategies and recommendations for adapting to model transitions. Not all of them will be applicable in every circumstance, but in most cases we expect that some combination of these strategies can help to smooth the transition between models. We encourage you to experiment with these and other strategies to find what works best for you. + +- When a model deprecation is announced, we suggest experimenting with newer models as soon as possible. You can test different models and run side-by-side comparisons with the kinds of prompts and conversations that matter the most to you, to identify the best alternative model prior to retirement. +- [Enabling memory and allowing Claude to search past chats](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context) can help new models to learn and immediately adapt to your preferences and communication style. +- [Defining custom styles](https://support.claude.com/en/articles/10181068-configuring-and-using-styles) that capture your preferred communication style can help improve consistency between models. +- [Projects](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) offer another means of personalization, and can include custom instructions for Claude as well as custom context, which again can help new models understand and adapt to your needs and preferences. +- Using these personalization strategies can be thought of giving feedback to new models. If you find that a new model is more or less talkative than you’d prefer, or has a different tone, you can shape the model’s behavior within a conversation, within a project, or across your entire account using the strategies above. If you’re not sure how to describe the qualities you’re looking for, you can ask Claude to review some of the conversations you’ve most appreciated and to craft instructions for itself based on those. +- In addition to finding strategies for preserving features and styles of past models, we also encourage you to explore the changes that newer models bring. They often offer improved performance on complex topics, improved brainstorming and collaboration, better instruction following, and other improvements that you may find valuable, even if they come with a change. +- Along with these practical strategies, we recommend maintaining a general awareness of the model lifecycle when relating to models; historically Anthropic has deprecated most models around a year after their initial release. + +These strategies aren’t perfect and can only go so far toward preserving or replicating the unique experience of interacting with a particular model, which we recognize is intrinsically important to many users. We’re taking [other early steps](https://www.anthropic.com/research/deprecation-commitments) toward ensuring model preservation post-retirement, and someday aim to make past models publicly available again in some form. + +## Related Articles +- [I’ve been using other large language models (LLMs) to power my product. How should I alter my prompts when switching to Claude?](https://support.claude.com/en/articles/8114533-i-ve-been-using-other-large-language-models-llms-to-power-my-product-how-should-i-alter-my-prompts-when-switching-to-claude) +- [I would like to input sensitive data into my chats with Claude. Who can view my conversations?](https://support.claude.com/en/articles/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Can I use my Outputs to train an AI model?](https://support.claude.com/en/articles/12326764-can-i-use-my-outputs-to-train-an-ai-model) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/troubleshooting/8241188-claude-is-producing-links-that-don-t-work-and-falsely-claiming-that-it-has-sent-emails-or-produced-external-documents-what-s-going-on.md b/claude/claude/troubleshooting/8241188-claude-is-producing-links-that-don-t-work-and-falsely-claiming-that-it-has-sent-emails-or-produced-external-documents-what-s-going-on.md new file mode 100644 index 0000000000000000000000000000000000000000..b9cff3ac69ea88b3c9152d7227fdda618af8079b --- /dev/null +++ b/claude/claude/troubleshooting/8241188-claude-is-producing-links-that-don-t-work-and-falsely-claiming-that-it-has-sent-emails-or-produced-external-documents-what-s-going-on.md @@ -0,0 +1,18 @@ +--- +title: "Claude is producing links that don’t work and falsely claiming that it has sent emails or produced external documents. What’s going on?" +title_slug: "claude-is-producing-links-that-dont-work-and-falsely-claiming-that-it-has-sent-emails-or-produced-external-documents-whats-going-on" +source_url: "https://support.claude.com/en/articles/8241188-claude-is-producing-links-that-don-t-work-and-falsely-claiming-that-it-has-sent-emails-or-produced-external-documents-what-s-going-on" +last_updated_iso: "2026-03-16T21:21:55Z" +article_id: "8226636" +breadcrumbs: + - "Claude" + - "Troubleshooting" +--- + +# Claude is producing links that don’t work and falsely claiming that it has sent emails or produced external documents. What’s going on? + +_Last updated: 2026-03-16T21:21:55Z_ + +In an attempt to be a helpful assistant, Claude can sometimes hallucinate its capabilities. Even if it claims otherwise, Claude does not have access to other tools or software that are not [explicitly integrated](https://support.anthropic.com/en/articles/10168395-setting-up-integrations-on-claude-ai), including email, word processors, or file transfers. + +More information on hallucinations can be found [here](https://support.anthropic.com/en/articles/8525154-claude-is-providing-incorrect-or-misleading-responses-what-s-going-on). diff --git a/claude/claude/troubleshooting/8525154-claude-is-providing-incorrect-or-misleading-responses-what-s-going-on.md b/claude/claude/troubleshooting/8525154-claude-is-providing-incorrect-or-misleading-responses-what-s-going-on.md new file mode 100644 index 0000000000000000000000000000000000000000..16a37fa92cf9404e2e2ace9193bbd661f099826b --- /dev/null +++ b/claude/claude/troubleshooting/8525154-claude-is-providing-incorrect-or-misleading-responses-what-s-going-on.md @@ -0,0 +1,33 @@ +--- +title: "Claude is providing incorrect or misleading responses. What’s going on?" +title_slug: "claude-is-providing-incorrect-or-misleading-responses-whats-going-on" +source_url: "https://support.claude.com/en/articles/8525154-claude-is-providing-incorrect-or-misleading-responses-what-s-going-on" +last_updated_iso: "2026-03-16T21:21:17Z" +article_id: "8567414" +breadcrumbs: + - "Claude" + - "Troubleshooting" +--- + +# Claude is providing incorrect or misleading responses. What’s going on? + +_Last updated: 2026-03-16T21:21:17Z_ + +In an attempt to be a helpful assistant, Claude can occasionally produce responses that are incorrect or misleading. + +This is known as "hallucinating" information, and it’s a byproduct of some of the current limitations of frontier Generative AI models, like Claude. For example, in some subject areas, Claude might not have been trained on the most-up-to-date information and may get confused when prompted about current events. Another example is that Claude can display quotes that may look authoritative or sound convincing, but are not grounded in fact. In other words, Claude can write things that might look correct but are very mistaken. + +Users should not rely on Claude as a singular source of truth and should carefully scrutinize any high-stakes advice given by Claude. + +When working with web search results, users should review Claude's cited sources. Original websites may contain important context or details not included in Claude's synthesis. Additionally, the quality of Claude's responses depends on the underlying sources it references, so checking original content helps you identify any information that might be misinterpreted without the full context. + +You can use the thumbs down button to let us know if a particular response was unhelpful, or write to us at [feedback@anthropic.com](mailto:feedback@anthropic.com) with your thoughts or suggestions. + +To learn more about how Anthropic’s technology works and our research on developing safer, steerable, and more reliable models, we recommend visiting: [https://www.anthropic.com/research](https://www.anthropic.com/research) + +## Related Articles +- [I’m planning to launch a product using the Claude API. What steps should I take to ensure I’m not violating Anthropic’s Usage Policy?](https://support.claude.com/en/articles/8241216-i-m-planning-to-launch-a-product-using-the-claude-api-what-steps-should-i-take-to-ensure-i-m-not-violating-anthropic-s-usage-policy) +- [Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude) +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) +- [Using Claude in Chrome Safely](https://support.claude.com/en/articles/12902428-using-claude-in-chrome-safely) +- [Claude Code cheatsheet](https://support.claude.com/en/articles/14553413-claude-code-cheatsheet) diff --git a/claude/claude/usage-and-limits/11647753-how-do-usage-and-length-limits-work.md b/claude/claude/usage-and-limits/11647753-how-do-usage-and-length-limits-work.md new file mode 100644 index 0000000000000000000000000000000000000000..06f2ff88067e113d5a779750ff7b09ce76a8d214 --- /dev/null +++ b/claude/claude/usage-and-limits/11647753-how-do-usage-and-length-limits-work.md @@ -0,0 +1,74 @@ +--- +title: "How do usage and length limits work?" +title_slug: "how-do-usage-and-length-limits-work" +source_url: "https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work" +last_updated_iso: "2026-03-16T20:31:15Z" +article_id: "12687897" +breadcrumbs: + - "Claude" + - "Usage and limits" +--- + +# How do usage and length limits work? + +_Last updated: 2026-03-16T20:31:15Z_ + +When chatting with Claude, you may encounter two different types of limits that work in distinct ways: **usage limits **and **length limits**. Understanding the difference between these can help you use Claude more effectively. + +## What are usage limits? + +Usage limits control how much you can interact with Claude over a specific time period. Think of this as your "conversation budget" that determines how many messages you can send to Claude, or how long you can work with Claude Code, before needing to wait for your limit to reset. + +Your usage is affected by several factors, including the length and complexity of your conversations, the features you use, and which Claude model you're chatting with. Different subscription plans (Pro, Max, Team, etc.) have different usage allowances, with paid plans offering higher limits. + +Note that your usage of all different Claude product surfaces (claude.ai, Claude Code, Claude Desktop) counts towards the same usage limit. + +## How can I get unlimited usage? + +There are a couple of different ways to increase your usage depending on your plan: + +- If you’re using a paid plan, including Pro, Max, Team, or seat-based Enterprise plans, see these articles for details about purchasing extra usage: + - **[Extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-extra-usage-for-paid-claude-plans)** + - **[Extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)** +- If your organization has a usage-based Enterprise plan, your usage is based on consumption. See this article for additional information: **[How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan)** + +For strategies to maximize your message allotment, see **[Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices)**. + +## What are length limits? + +Length limits relate to Claude's context window—the amount of information Claude can work with in a single chat. Think of the context window as Claude's working memory that determines how much content it can process and remember at once. + +> Claude's context window size is 200K tokens across all models and paid plans, except for Enterprise plans, which have a 500K context window on some models. For more information, refer to **[What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan)** + +## Automatic context management + +For users with code execution enabled, Claude now automatically manages long conversations. When your conversation approaches the context window limit, Claude summarizes earlier messages to continue the conversation seamlessly. This means you can have longer, more natural conversations with fewer interruptions. + +Your full chat history is preserved so Claude can reference it even after summarization. You may occasionally see that Claude is "organizing its thoughts" during long conversations—this indicates automatic context management is working. + +> **Note:** **[Code execution must be enabled](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)** for automatic context management. Rare edge cases (such as very large first messages) may still encounter context limits. + +## How can I increase the size of Claude’s context window? + +While you can't increase the fixed context window size for your plan, you can use these strategies to maximize available context space and optimize both your context window and usage limits: + +- **Utilize projects effectively:** Projects use retrieval-augmented generation (RAG), which allows Claude to work with larger amounts of information more efficiently by only loading relevant content into the context window. +- **Shorten project instructions:** Keep your project instructions concise and focused on essential information. Claude performs best when you use project instructions for general context around your project, key guidelines, and Claude's role. Reserve task-specific instructions for the chat itself. +- **Remove unused project files:** Regularly clean up files you're no longer actively using in your projects. +- **Toggle extended thinking off:** Turn off this feature when you don't need Claude's enhanced reasoning for a particular task. +- **Temporarily disable non-critical tools and connectors:** Disable web search, Research, and MCP connectors from your "Search and tools" settings when they're not needed for specific conversations. + +> **Note:** Tools and connectors are token-intensive, so managing them helps both maximize your available context window and optimize your usage limits. + +## Key differences + +The main distinction is that usage limits control *how much* you can use Claude across all your conversations, while length limits control *how long* any single conversation can become. Usage limits are about quantity over time, while length limits are about the depth and complexity of individual conversations. + +If you hit your usage limit, you'll need to wait for it to reset, upgrade your plan, or purchase extra usage. If you hit a length limit, you can start a new conversation or use **[features like projects](https://support.claude.com/en/articles/9517075-what-are-projects)** to work with larger amounts of information more efficiently. + +## Related Articles +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [Usage limit best practices](https://support.claude.com/en/articles/9797557-usage-limit-best-practices) +- [Release notes](https://support.claude.com/en/articles/12138966-release-notes) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/claude/usage-and-limits/14063676-claude-march-2026-usage-promotion.md b/claude/claude/usage-and-limits/14063676-claude-march-2026-usage-promotion.md new file mode 100644 index 0000000000000000000000000000000000000000..10b378d3e99b3d097004fb01fe996e64fff86b30 --- /dev/null +++ b/claude/claude/usage-and-limits/14063676-claude-march-2026-usage-promotion.md @@ -0,0 +1,61 @@ +--- +title: "Claude March 2026 usage promotion" +title_slug: "claude-march-2026-usage-promotion" +source_url: "https://support.claude.com/en/articles/14063676-claude-march-2026-usage-promotion" +last_updated_iso: "2026-03-16T21:36:51Z" +article_id: "16379547" +breadcrumbs: + - "Claude" + - "Usage and limits" +--- + +# Claude March 2026 usage promotion + +_Last updated: 2026-03-16T21:36:51Z_ + +We're offering a limited-time promotion that doubles usage limits for Claude users outside 8 AM-2 PM ET / 5-11 AM PT / 12-6 PM GMT on weekdays. + +This promotion is available for Free, Pro, Max, and Team plans. Enterprise plans are not included in this promotion. + +## What is the promotion? + +From March 13, 2026 through March 28, 2026, your five-hour usage is doubled during off-peak hours (outside 8 AM-2 PM ET / 5-11 AM PT / 12-6 PM GMT) on weekdays). Usage remains unchanged from 8 AM-2 PM ET / 5-11 AM PT / 12-6 PM GMT on weekdays. + +## Eligibility + +No action is required to participate. If you’re on an eligible plan, the doubled usage is automatically applied. + +## Where does this apply? + +The 2x usage increase applies across the following Claude surfaces: + +- Claude (web, desktop, and mobile) +- Cowork +- Claude Code +- Claude for Excel +- Claude for PowerPoint + +## Frequently asked questions + +#### Do I need to do anything to get the extra usage? + +No. The promotion applies automatically. You’ll see higher limits reflected in your usage outside 8 AM-2 PM ET / 5-11 AM PT / 12-6 PM GMT on weekdays without any changes to your account settings. + +#### Does bonus usage count against my weekly usage limit? + +No. The additional usage you get during off-peak hours doesn’t count toward any weekly usage limits on your plan. + +#### What happens when the promotion ends? + +After March 28, 2026, usage limits return to their standard levels at all hours. There’s no change to your plan or billing. + +## Terms and conditions + +This offer is valid from March 13, 2026 through March 28, 2026 at 11:59 PM PT. It applies to Free, Pro, Max, and Team plans only and excludes Enterprise plans. This offer has no cash value and is not transferable. It may not be combined with other offers. + +## Related Articles +- [Get started with Claude](https://support.claude.com/en/articles/8114491-get-started-with-claude) +- [Claude Code usage analytics](https://support.claude.com/en/articles/12157520-claude-code-usage-analytics) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) +- [Claude Design subscription usage and pricing](https://support.claude.com/en/articles/14667344-claude-design-subscription-usage-and-pricing) diff --git a/claude/claude/usage-and-limits/14246112-buy-usage-bundles.md b/claude/claude/usage-and-limits/14246112-buy-usage-bundles.md new file mode 100644 index 0000000000000000000000000000000000000000..b95ea8410f80eb414b5539dac7958f4b2632f1d9 --- /dev/null +++ b/claude/claude/usage-and-limits/14246112-buy-usage-bundles.md @@ -0,0 +1,77 @@ +--- +title: "Buy usage bundles" +title_slug: "buy-usage-bundles" +source_url: "https://support.claude.com/en/articles/14246112-buy-usage-bundles" +last_updated_iso: "2026-04-07T18:46:19Z" +article_id: "16631972" +breadcrumbs: + - "Claude" + - "Usage and limits" +--- + +# Buy usage bundles + +_Last updated: 2026-04-07T18:46:19Z_ + +You can pre-purchase extra usage in bundles and save up to 30% compared to standard extra usage rates. Larger bundles come with bigger discounts, and your balance works across Claude, Claude Code, Claude Cowork, and third-party products. + +> Usage bundles are available on Pro, Max, and Team plans. + +## + +--- + +## Where your balance works + +Your usage bundle balance is a single pool that applies across Claude, Claude Desktop, Claude Mobile (iOS and Android), Claude Code, Cowork, and third-party products that use your Claude account. + +## Available bundles + +The discount you receive depends on the bundle size you purchase. Bigger bundles save you more. + +Individual Pro and Max plan subscribers can purchase up to $2000 worth of discounted bundles per month. Any extra usage beyond this cap is billed at standard rates. + +On Team plans, Owners and Primary Owners can purchase up to $3000 worth of discounted bundles per month. Any extra usage beyond this cap is billed at standard rates. + +Price and plans are subject to change at Anthropic's discretion. + +--- + +## How to buy usage bundles + +You’ll need extra usage enabled before you can purchase bundles. If you haven’t set up extra usage yet, see the relevant guide for your plan: + +- **[Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans)** (Pro and Max) +- **[Manage extra usage for Team plans](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans)** (Team) + +Once extra usage is enabled: + +1. Navigate to **Settings > Usage**. +2. Click “Buy usage.” +3. Select a bundle size. +4. Confirm your purchase. The discount is applied automatically at checkout. + +Your bundle balance appears in your usage dashboard and draws down as you use Claude beyond your plan’s included limits. + +--- + +## Frequently asked questions + +#### What happens if I reach the monthly purchase cap? + +You can still use extra usage beyond the cap, but any additional usage is billed at standard extra usage rates without a discount. + +#### Can I buy multiple bundles in the same month? + +Yes. You can purchase as many bundles as you’d like up to your monthly cap ($2000 in value for Pro and Max plans, $3000 in value for Team plans). + +#### Do usage bundles replace my plan’s included usage? + +No. Your plan’s included usage works the same as before. Bundle credits only apply after you’ve exceeded your plan’s limits and are using extra usage. + +## Related Articles +- [What is the Pro plan?](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan) +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) +- [Claude March 2026 usage promotion](https://support.claude.com/en/articles/14063676-claude-march-2026-usage-promotion) diff --git a/claude/claude/usage-and-limits/9797557-usage-limit-best-practices.md b/claude/claude/usage-and-limits/9797557-usage-limit-best-practices.md new file mode 100644 index 0000000000000000000000000000000000000000..4ee7ab1cfffe1c1747c0e124c91e29f92e50ae48 --- /dev/null +++ b/claude/claude/usage-and-limits/9797557-usage-limit-best-practices.md @@ -0,0 +1,129 @@ +--- +title: "Usage limit best practices" +title_slug: "usage-limit-best-practices" +source_url: "https://support.claude.com/en/articles/9797557-usage-limit-best-practices" +last_updated_iso: "2026-03-16T21:25:56Z" +article_id: "10178464" +breadcrumbs: + - "Claude" + - "Usage and limits" +--- + +# Usage limit best practices + +_Last updated: 2026-03-16T21:25:56Z_ + +The number of messages you can send will vary based on your Claude plan. For more information on your plan’s usage, refer to the following resources. + +- **[Free Claude](https://support.claude.com/en/articles/8114491-getting-started-with-claude#h_57262af5ae)** +- **[Pro plan](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan#h_62ccc00135)** +- **[Max plan](https://support.claude.com/en/articles/11049741-what-is-the-max-plan#h_cfd2904008)** +- **[Team plan](https://support.claude.com/en/articles/9266767-what-is-the-team-plan#h_b59203dff2)** +- **[Enterprise plan](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan#h_8294bce903)** + +Additional factors that affect your usage limits include: + +- Message length +- File attachment size +- Current conversation length +- Tool usage (e.g., Research, web search) +- Model choice +- Artifact creation and usage + +Our system also includes caching that helps you optimize your limits: + +- Content in projects is cached and doesn't count against your limits when reused. +- Similar prompts you use frequently are partially cached. +- Claude remembers context from earlier in the conversation. + +--- + +## 1. Start by planning your conversations + +Before starting a conversation with Claude, consider the following: + +- What specific information or assistance do you need? +- Can you combine multiple related questions into a single message? +- Is there any background information you can provide upfront? + +Planning helps reduce the number of back-and-forth messages needed. + +## 2. Be specific and concise + +- Provide clear, detailed instructions or questions in each message. +- Avoid vague queries that may require clarification. +- Include relevant context to help Claude understand your needs better. + +## 3. Leverage Claude's chat search and memory capabilities + +- All users can follow these guidelines to take advantage of Claude's memory within a single chat: + - Refer back to previous information instead of repeating it. + - Use phrases like "As mentioned earlier" to build on earlier parts of the conversation. +- Users with paid plans (Pro, Max, Team, and Enterprise) can prompt Claude to search through previous conversations and reference relevant information in new chats. Giving Claude access to additional context prevents you from needing to provide the same information repeatedly. + - Learn more here: **[Searching past chats with Claude](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context#h_89b670b004)** +- Users with paid plans (Pro, Max, Team, and Enterprise) can use Claude's memory and project summaries to build context across conversations. + - Learn more here: **[What is Claude's memory?](https://support.claude.com/en/articles/11817273-using-claude-s-chat-search-and-memory-to-build-on-previous-context#h_c1c0b33879)** + +## 4. Batch similar requests in one message + +If you have multiple related tasks or questions, group them in a single message. For example, instead of sending separate messages for each math problem, send them all in one message. + +## 5. Review and edit your prompt before sending + +Take a moment to review your message for clarity and completeness to reduce the need for follow-up messages. + +## 6. Use project knowledge bases effectively + +Projects offer significant caching benefits: + +- When you upload documents to a project, they're cached for future use. +- Every time you reference that content, only new/uncached portions count against your limits. +- This means you can work with the same documents repeatedly without using up your messages as quickly. +- Example: If you're working on a research paper and add all your reference materials to a project, you can ask multiple questions about those materials while using fewer messages than if you uploaded them each time. +- Projects offer a Retrieval Augmented Generation (RAG) mode allowing for expanded project knowledge capacity. + - Learn more here: **[Retrieval Augmented Generation (RAG) for projects](https://support.claude.com/en/articles/11473015-retrieval-augmented-generation-rag-for-projects)** + +## 7. Monitor your consumption in Usage settings + +- If you're using a Pro, Max, Team, or seat-based Enterprise plan, you can navigate to **[Settings > Usage](https://claude.ai/settings/usage)** to view progress bars showing how much of your five-hour session and weekly usage limits you’ve consumed. +- The **Plan usage limits** section at the top shows your progress towards both your session limit and weekly limits. + - **Current session:** How much of your plan’s five-hour session limit you’ve used thus far, plus the amount of time remaining in the session. + - **Weekly limits:** Check when your plan’s weekly usage limit resets for Opus only and all other models. +- **Extra usage:** If you are using a Pro, Max, Team, or seat-based Enterprise plan, your Usage settings page will also show how much of your plan's limit you've used. Refer to these articles for more information about enabling extra usage depending on your plan: + - **[Extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-extra-usage-for-paid-claude-plans)** + - **[Extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)** +- If your organization is on a usage-based Enterprise plan, you won’t have specific usage limits, but will be charged based on consumption. You can also track this in **[Settings > Usage](https://claude.ai/settings/usage)**. + +## 8. Quick caching tips + +- Use projects for anything you'll reference multiple times. +- Upload your core working documents to the project knowledge section when starting a project. +- The more you use the same content, the more benefit you get from caching. + +--- + +## Best practices for specific use cases + +#### For coding tasks + +- Provide complete context about your coding environment in your initial message. +- Include entire relevant code snippets in one message for reviews or debugging. + +#### For writing assistance + +- Outline requirements, target audience, and key points comprehensively. +- Send entire texts for editing in one message rather than breaking them up. + +#### For research and analysis + +- Clearly define your research question and focus areas initially. +- Provide all relevant data in a single, well-structured message. + +By following these best practices, you can make the most efficient use of your Claude plan's message allocation. + +## Related Articles +- [How large is the context window on paid Claude plans?](https://support.claude.com/en/articles/8606394-how-large-is-the-context-window-on-paid-claude-plans) +- [How do usage and length limits work?](https://support.claude.com/en/articles/11647753-how-do-usage-and-length-limits-work) +- [Manage extra usage for paid Claude plans](https://support.claude.com/en/articles/12429409-manage-extra-usage-for-paid-claude-plans) +- [Holiday 2025 Usage Promotion](https://support.claude.com/en/articles/13163666-holiday-2025-usage-promotion) +- [Models, usage, and limits in Claude Code](https://support.claude.com/en/articles/14552983-models-usage-and-limits-in-claude-code) diff --git a/claude/connectors/11503834-build-custom-connectors-via-remote-mcp-servers.md b/claude/connectors/11503834-build-custom-connectors-via-remote-mcp-servers.md new file mode 100644 index 0000000000000000000000000000000000000000..02201b0b904cef34ae8d217959a1415d643dc9ce --- /dev/null +++ b/claude/connectors/11503834-build-custom-connectors-via-remote-mcp-servers.md @@ -0,0 +1,24 @@ +--- +title: "Build custom connectors via remote MCP servers" +title_slug: "build-custom-connectors-via-remote-mcp-servers" +source_url: "https://support.claude.com/en/articles/11503834-build-custom-connectors-via-remote-mcp-servers" +last_updated_iso: "2026-04-15T01:46:41Z" +article_id: "12484032" +breadcrumbs: + - "Connectors" +--- + +# Build custom connectors via remote MCP servers + +_Last updated: 2026-04-15T01:46:41Z_ + +The guide to building custom connectors has moved to the Claude developer docs. + +[View the building guide →](https://claude.com/docs/connectors/building) + +## Related Articles +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Remote MCP Server Submission Guide](https://support.claude.com/en/articles/12922490-remote-mcp-server-submission-guide) +- [Local MCP Server Submission Guide](https://support.claude.com/en/articles/12922832-local-mcp-server-submission-guide) +- [Building Desktop Extensions with MCPB](https://support.claude.com/en/articles/12922929-building-desktop-extensions-with-mcpb) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/12922490-remote-mcp-server-submission-guide.md b/claude/connectors/12922490-remote-mcp-server-submission-guide.md new file mode 100644 index 0000000000000000000000000000000000000000..f8944a017835f8d58a6039d7431bc8c051b0d39c --- /dev/null +++ b/claude/connectors/12922490-remote-mcp-server-submission-guide.md @@ -0,0 +1,24 @@ +--- +title: "Remote MCP Server Submission Guide" +title_slug: "remote-mcp-server-submission-guide" +source_url: "https://support.claude.com/en/articles/12922490-remote-mcp-server-submission-guide" +last_updated_iso: "2026-04-15T01:46:20Z" +article_id: "14636634" +breadcrumbs: + - "Connectors" +--- + +# Remote MCP Server Submission Guide + +_Last updated: 2026-04-15T01:46:20Z_ + +The remote MCP server submission guide has moved to the Claude developer docs. + +[View the submission guide →](https://claude.com/docs/connectors/building/submission) · [Pre-submission checklist →](https://claude.com/docs/connectors/building/review-criteria) + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Build custom connectors via remote MCP servers](https://support.claude.com/en/articles/11503834-build-custom-connectors-via-remote-mcp-servers) +- [Local MCP Server Submission Guide](https://support.claude.com/en/articles/12922832-local-mcp-server-submission-guide) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/12922832-local-mcp-server-submission-guide.md b/claude/connectors/12922832-local-mcp-server-submission-guide.md new file mode 100644 index 0000000000000000000000000000000000000000..c99811f40f4e24aca3308cb91935f3eb9f243e1c --- /dev/null +++ b/claude/connectors/12922832-local-mcp-server-submission-guide.md @@ -0,0 +1,24 @@ +--- +title: "Local MCP Server Submission Guide" +title_slug: "local-mcp-server-submission-guide" +source_url: "https://support.claude.com/en/articles/12922832-local-mcp-server-submission-guide" +last_updated_iso: "2026-04-15T01:46:02Z" +article_id: "14637014" +breadcrumbs: + - "Connectors" +--- + +# Local MCP Server Submission Guide + +_Last updated: 2026-04-15T01:46:02Z_ + +The local MCP server submission guide has moved to the Claude developer docs. + +[View the submission guide →](https://claude.com/docs/connectors/building/submission) + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Build custom connectors via remote MCP servers](https://support.claude.com/en/articles/11503834-build-custom-connectors-via-remote-mcp-servers) +- [Remote MCP Server Submission Guide](https://support.claude.com/en/articles/12922490-remote-mcp-server-submission-guide) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/12922929-building-desktop-extensions-with-mcpb.md b/claude/connectors/12922929-building-desktop-extensions-with-mcpb.md new file mode 100644 index 0000000000000000000000000000000000000000..4b46291baedcb459bfa998fd960305fbad458360 --- /dev/null +++ b/claude/connectors/12922929-building-desktop-extensions-with-mcpb.md @@ -0,0 +1,24 @@ +--- +title: "Building Desktop Extensions with MCPB" +title_slug: "building-desktop-extensions-with-mcpb" +source_url: "https://support.claude.com/en/articles/12922929-building-desktop-extensions-with-mcpb" +last_updated_iso: "2026-04-15T02:03:56Z" +article_id: "14637142" +breadcrumbs: + - "Connectors" +--- + +# Building Desktop Extensions with MCPB + +_Last updated: 2026-04-15T02:03:56Z_ + +The MCPB and Desktop Extensions build guide has moved to the Claude developer docs. + +[View the MCPB build guide →](https://claude.com/docs/connectors/building/mcpb) + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Build custom connectors via remote MCP servers](https://support.claude.com/en/articles/11503834-build-custom-connectors-via-remote-mcp-servers) +- [When to use desktop and web connectors](https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors) +- [Enabling and using the desktop extension allowlist](https://support.claude.com/en/articles/12592343-enabling-and-using-the-desktop-extension-allowlist) +- [Deploying enterprise-grade MCP servers with desktop extensions](https://support.claude.com/en/articles/12702546-deploying-enterprise-grade-mcp-servers-with-desktop-extensions) diff --git a/claude/connectors/custom-connectors/11175166-get-started-with-custom-connectors-using-remote-mcp.md b/claude/connectors/custom-connectors/11175166-get-started-with-custom-connectors-using-remote-mcp.md new file mode 100644 index 0000000000000000000000000000000000000000..3a2a08c44847535aa89a3d1b1cd3713022767dc6 --- /dev/null +++ b/claude/connectors/custom-connectors/11175166-get-started-with-custom-connectors-using-remote-mcp.md @@ -0,0 +1,181 @@ +--- +title: "Get started with custom connectors using remote MCP" +title_slug: "get-started-with-custom-connectors-using-remote-mcp" +source_url: "https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp" +last_updated_iso: "2026-04-02T19:24:29Z" +article_id: "12073865" +breadcrumbs: + - "Connectors" + - "Custom Connectors" +--- + +# Get started with custom connectors using remote MCP + +_Last updated: 2026-04-02T19:24:29Z_ + +> Custom connectors using remote MCP are available on Claude, Cowork, and Claude Desktop for users on Free, Pro, Max, Team, and Enterprise plans. Free users are limited to one custom connector. This feature is currently in beta. + +## What are custom connectors? + +Custom connectors let you connect Claude directly to the tools and data sources that matter most to your workflows. This enables Claude to operate within your favorite software and draw insights from the complete context of your external tools. + +You can: + +- Connect Claude to existing remote MCP servers. +- Build your own remote MCP servers to connect with any tool. + +> **⚠️ Security and Privacy with Custom Connectors (beta)** +> +> Be aware that custom connectors allow you to connect Claude to services that have not been verified by Anthropic, and allow Claude to access and take action in these services. For more guidance, review the **[Security and privacy considerations](#h_9088ccdf4d)** section below. + +## What are remote MCP servers? + +The Model Context Protocol (MCP) is an open standard, created by Anthropic, for AI applications to connect to tools and data. + +Previously, **[MCP servers only ran locally](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop)** (i.e. on a user's laptop). Now, developers can build and host remote MCP servers that communicate with AI apps over the internet. + +Remote MCP servers give models access to internet-hosted tools and data, transforming Claude into an informed teammate that can independently handle complex, multi-step projects tailored to your needs. + +--- + +## Network requirements + +When you add a custom connector, Claude connects to your remote MCP server from Anthropic's cloud infrastructure, rather than from your local device. This is true across every Claude client, including claude.ai, Claude Desktop, Cowork, and the mobile apps. + +This means your MCP server must be reachable over the public internet from Anthropic's IP ranges. Servers hosted on a private corporate network, behind a VPN, or blocked by a firewall won't connect, even if you can reach them from your own machine. + +#### If your server is on a private network + +You’ll need to allowlist Anthropic's IP addresses in your firewall so inbound connections from Claude can reach your server. See **[Anthropic IP addresses](https://platform.claude.com/docs/en/api/ip-addresses)** for the current ranges. + +#### Why this applies to Cowork and Claude Desktop + +Even though Cowork and Claude Desktop run on your computer, remote connectors are configured and brokered through your Claude account. The connection to your MCP server originates from Anthropic's servers, not from your machine's network interface. Local MCP servers configured in Claude Desktop via `claude_desktop_config.json` are a separate mechanism and do use your local network, but those aren't available in Cowork or claude.ai. + +--- + +## Add a custom connector + +> **Note:*** *While anyone can build and host connectors using remote MCP, only Owners can add them to Team and Enterprise plans. Once a connector has been added to a Team or Enterprise organization, users individually connect to and enable that connector. This ensures that Claude can only access tools and data that the individual user has access to. + +#### For Team and Enterprise plans + +**Preliminary steps for owners:** + +Before members of Team and Enterprise plans can configure custom connectors, an Owner or Primary Owner needs to follow these initial steps to add a custom connector to your organization: + +1. Navigate to **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)**. +2. Click the "Add" button. +3. Hover over “Custom,” then select “Web.” +4. Add your connector's remote MCP server URL. +5. Optionally, click “Advanced settings” to specify an OAuth Client ID and OAuth Client Secret for your server. +6. Finish configuring your connector by clicking "Add." + +**Steps for members after connector is configured:** + +1. Navigate to **[Customize > Connectors](https://claude.ai/customize/connectors)** +2. Find the custom connector your Owner added in the list (it will have a "Custom" label). +3. Click "Connect" to authenticate and start using the connector with Claude. + +#### For Pro and Max plans + +If you are using an individual Pro or Max plan, follow these steps to add a custom connector: + +1. Navigate to **[Customize > Connectors](https://claude.ai/customize/connectors)** +2. Click "+" then “Add custom connector.” +3. Add your connector's remote MCP server URL. +4. Optionally, click “Advanced settings” to specify an OAuth Client ID and OAuth Client Secret for your server. +5. Finish configuring your connector by clicking "Add." + +#### Enabling connectors after configuration + +You can enable connectors for individual conversations via the “+” button on the lower left of your chat interface, then "Connectors." You'll see your configured connectors with toggles allowing you to enable/disable them per conversation. + +--- + +## Remove custom connectors + +You can remove a custom connector by following these steps: + +1. Navigate to **[Customize > Connectors](https://claude.ai/customize/connectors)** + 1. Team and Enterprise Owners can do this on their organization's behalf in **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)** +2. Locate the "Connectors" section. +3. Click "Remove" or select the three dots next to the connector you'd like to remove. +4. Follow the prompts to remove. + +If you're hoping to edit a custom connector, you'll need to remove it first, then re-add it using the updated details. + +--- + +## Build custom connectors + +To learn about building connectors to use with Claude, see **[Building custom connectors via remote MCP servers](https://support.claude.com/en/articles/11503834-building-custom-connectors-via-remote-mcp-servers)**. + +--- + +## Security and privacy considerations + +Custom connectors allow you to connect Claude to arbitrary services that have not been verified by Anthropic. When you connect Claude to external services, you're granting it the ability to access and potentially modify data within those services based on your permissions. It’s important to make sure you’re only connecting to remote MCP servers that you trust and that you’re aware of Claude’s interactions with web connectors. + +#### Security and permissions + +When you add a custom connector to Claude, you'll typically go through an OAuth authentication process to securely sign in to the application and grant specific permissions. This allows Claude to interact with the application on your behalf, without Claude ever seeing your actual password. You can revoke these permissions at any time by disconnecting the connector in Claude's settings or the third-party service's security settings. + +Remote MCP servers act as intermediaries between Claude and external applications. You should: + +- **Only connect to trusted servers:** Only connect Claude to servers built and hosted by organizations and applications you trust. +- **Review requested permissions carefully:** During auth, review what permissions the MCP server is requesting to the application. Limit these scopes when possible and deny access if requested permissions seem unnecessary. +- **Be aware of prompt injections:** Malicious MCP servers may include hidden instructions that try to make Claude perform unintended actions. Claude has built-in protections that attempt to block these attacks, but it's important to pay attention to tool inputs & outputs and connect only to trusted servers. +- **Monitor changes in tool behavior:** Server developers may update tool behavior unexpectedly, leading to unintended or malicious behavior. + +#### Reporting malicious MCP servers + +If you become aware of a malicious MCP server, please report it to our **[vulnerability disclosure program](https://hackerone.com/anthropic-vdp/)**, and choose [`https://github.com/modelcontextprotocol`](https://github.com/modelcontextprotocol) as the Asset. + +#### Taking actions with tools + +Remote MCP servers give Claude tools it can invoke during your conversation. The developer of an MCP server can define what these tools do, including: + +- Reading data from connected applications. +- Creating, modifying, or deleting data in connected applications. +- Taking actions on behalf of the user. + +Claude can only access resources that you've given the server permission to access, but you should: + +- Be aware of any actions Claude is taking and that they have no destructive or unintended effects. +- Review Claude's tool approval requests carefully and only click "Allow always" when using a server and tool that you trust to run unsupervised. +- Using the "Search and tools" menu, disable any tools that aren't relevant to the current conversation or that you don't want Claude to be able to invoke. + +#### Interactive connectors + +Some connectors can display interactive interfaces directly within your Claude conversations. Instead of only returning text-based responses, these connectors can open live, interactive apps — like dashboards, task boards, or design tools — right in the chat. + +Interactive connectors appear in two ways: + +- **Inline cards:** Compact components embedded in the conversation, showing summaries, confirmations, or quick actions. +- **Fullscreen view:** Immersive interfaces for complex interactions like data visualizations or document editing. The conversation composer remains available so you can continue chatting with Claude. + +You can interact with these connectors directly — filtering data, checking off tasks, adjusting settings — without leaving the conversation. Any actions you take within the interface use the same permissions you granted when connecting the tool. + +**Admin controls:** Team and Enterprise plan owners can disable specific tool calls that render interactive connectors within **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)**. + +#### Using Claude with Research + +> **Note: ****[Advanced Research](https://claude.com/blog/integrations)** is not currently able to invoke tools from local MCP servers. + +Research allows Claude to deeply investigate queries by searching through hundreds of internal and external sources. During the research process, Claude can invoke tools from your connectors automatically without further approval. + +When using Research with custom connectors: + +- Disable any tools that can take write actions in external applications. +- Review Claude’s approval request carefully and be aware of which tools you’re granting Claude permission to invoke. +- Be mindful of the impact of Claude sending a large number of requests to your connectors. + +See **[Using Research on Claude](https://support.claude.com/en/articles/11088861-using-research-on-claude)** for more information about this feature. + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [When to use desktop and web connectors](https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/general/11176164-use-connectors-to-extend-claude-s-capabilities.md b/claude/connectors/general/11176164-use-connectors-to-extend-claude-s-capabilities.md new file mode 100644 index 0000000000000000000000000000000000000000..3475bb8b883511f8ad2a73905aba247f13a5fd0f --- /dev/null +++ b/claude/connectors/general/11176164-use-connectors-to-extend-claude-s-capabilities.md @@ -0,0 +1,185 @@ +--- +title: "Use connectors to extend Claude's capabilities" +title_slug: "use-connectors-to-extend-claudes-capabilities" +source_url: "https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities" +last_updated_iso: "2026-04-15T01:48:48Z" +article_id: "12075123" +breadcrumbs: + - "Connectors" + - "General" +--- + +# Use connectors to extend Claude's capabilities + +_Last updated: 2026-04-15T01:48:48Z_ + +This guide explains how to enable and use connectors with Claude to enhance its capabilities. + +> Web connectors are available for all users on Claude, Cowork, Claude Desktop, and Claude Mobile (iOS and Android). Desktop extensions are available to all users on Claude Desktop. + +What are connectors? + +Connectors let Claude access your apps and services, retrieve your data, and take actions within connected services. Claude inherits each person's permissions from the connected service. If someone can't access a specific file, channel, or record in the source system, the connector can't reach it from Claude either. + +For example, you can connect Claude to Linear to create issues, to Slack to send messages, or to Google Drive to search your files. Connectors work across Claude, Claude Desktop, Claude Code, and the API (via the **[MCP Connector](https://platform.claude.com/docs/en/agents-and-tools/mcp-connector)**). + +You can find available connectors in the **[Connectors Directory](https://claude.ai/connectors)**, where each connector has a page detailing its use cases, read/write capabilities, and availability. You can also add custom connectors or connect to any service that supports MCP. + +Browse available connectors + +> You can browse the Connectors Directory on Claude and Claude Desktop. It isn't possible to browse the directory on Claude for iOS or Android at this time. + +You can browse the directory from two areas: + +**From a chat** + +1. Click the "+" button in the lower left corner of your chat, or type "/" to open the menu. +2. Hover over “Connectors.” +3. Select “Manage connectors.” +4. Click the “+” button next to **Connectors**. +5. This opens a **Connectors** modal where you can see available connectors by category or scroll through the complete list. + +**From settings** + +1. Navigate to **[Customize > Connectors](http://claude.ai/customize/connectors)**. +2. Click the “+” button next to **Connectors**. +3. Browse available connectors by category or scroll through the complete list. + +--- + +Connect a service to Claude + +> You can connect Claude to a new service on Claude and Claude Desktop. It isn't possible to add new connectors (custom or from the directory) on Claude for iOS or Android at this time. + +To connect a service from the directory: + +1. Click on the connector you want to add. +2. Review the connector's description and capabilities. +3. Click “Connect” or “Install” to begin the setup process. +4. Follow the authentication prompts to grant Claude access to your account. +5. Configure any specific settings or permissions as needed. + +> **Important:** When connecting to a service, you're granting Claude permission to access and potentially modify data within that service based on your account permissions. Only connect services you trust and need for your workflows. + +Connect a service on Team and Enterprise plans + +Before members of Team and Enterprise plans can use connectors, an Owner or Primary Owner needs to enable them for the organization. Enabling a connector makes it available to your team, but it doesn't automatically grant anyone access. Each person still needs to authenticate individually before they can use it. + +1. Navigate to **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)**. +2. Click “Browse connectors” at the bottom of the page. +3. Select the connector from the list and click “Add to your team.” +4. Individual users can then authenticate with the connector to start using it with Claude. + +Once enabled at the org level, individual users follow the same steps described above to connect and authenticate. + +## Restrict actions within connected services + +Owners on Team and Enterprise plans can limit which actions a connected service can take across your organization. For example, you can allow a connector to read data from a service while preventing it from writing any changes back. This applies org-wide to everyone using the connector—individual users can't override it. + +Common use cases: + +- Allow Claude to search and summarize email, but prevent it from sending messages. +- Allow Claude to read files in Google Drive, but prevent it from creating or editing documents. +- Allow Claude to view Linear issues, but prevent it from creating new ones or changing status. + +To configure action restrictions: + +1. Navigate to **[Customize > Connectors](http://claude.ai/customize/connectors)** +2. Select the connector to see **Tool permissions**. +3. The permissions will be categorized by type (for example, read-only tools, write/delete tools) +4. You +5. For each permission category or individual permission, select Always allow, Needs approval, or Blocked. + +> **Note:** Action restrictions work alongside source-system permissions. Even when you allow a write action in Claude, a person still needs the underlying permission in the source system to make that change. Restricting actions in Claude never grants more access than the source system permits—it only narrows it. + +--- + +Use connected services + +Once you connect to a service on Claude or Claude Desktop, it will be available to use the next time you log in to your account on Claude for iOS or Android. + +Once connected, services become available in your conversations: + +1. Click the “+”** **button in the lower left of the chat interface (you can also type “/” to open this menu). +2. Hover over “Connectors” to open the menu. +3. Enable the specific services you want Claude to use for that conversation by toggling them on. +4. Claude will now be able to use these services when relevant to your requests. + +For example, after connecting Linear, you can ask Claude to "Create a new issue for the login bug" and Claude will use Linear to create the issue in your workspace. + +Some connectors are interactive and can render live interfaces—like dashboards, task boards, and design tools—directly within your conversation. Look for the **Interactive** badge in the Connectors Directory to find connectors with this capability. + +--- + +Choose how connectors load in your conversation + +When you add many connectors, Claude gives you control over how they load. You can find the **Tool access** setting by clicking the “+” button in the lower left corner of your chat, or typing “/” to open the menu. Hover over “Connectors,” then “Tool access” to choose your preferred mode. For most users, **Auto** (the default) works well. If you have 10 or more connectors active, consider switching to **On demand** to give your conversations more room. + +Learn more about tool access modes: **[Manage Claude's tool access](https://support.claude.com/en/articles/13730515-manage-claude-s-tool-access)**. + +--- + +Manage your connectors + +To manage your connected services: + +1. Navigate to **[Customize > Connectors](http://claude.ai/customize/connectors)**. +2. View all your connected services in the **Connectors** section. +3. For each service, you can disconnect it, modify connection settings, or review permissions and access levels. + +--- + +Custom connectors + +> Custom connectors using remote MCP are available on Claude, Cowork, and Claude Desktop for users on free, Pro, Max, Team, and Enterprise plans. Free users are limited to one custom connector. + +In addition to directory connectors, you can add custom connectors: + +1. Navigate to **[Customize > Connectors](http://claude.ai/customize/connectors)**. +2. Click the “+” button next to **Connectors**. +3. Select “Add custom connector.” +4. Enter the connector's name and URL. +5. Enter advanced settings (OAuth Client ID and secret) if desired. +6. Click “Add,” then follow the same connection process as directory connectors. + +Custom connectors connect to your MCP server from Anthropic's cloud, not from your local device. Your server must be reachable over the public internet. If it's behind a firewall or on a private network, see **[Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166)** for network requirements and private network options. + +> **Important:** Custom connectors allow you to connect Claude to services that haven't been verified by Anthropic. Only connect to servers from trusted organizations and review authentication permissions carefully. + +--- + +Security and privacy + +All data transfers are encrypted. When using connectors, you can only sync content to Claude that you have permission to view in the original source. + +When connecting to services from the directory, review what access the service is requesting during the connection process. Disconnect services you no longer need or use. + +**For Team and Enterprise plans:** + +- Access permissions are enforced at the user level. Users need to authenticate with the third-party service when first using the connector, even after an Owner or Primary Owner enables it. +- Connectors are only available in private projects. +- Chats with synced content can't be shared. + +--- + +Troubleshoot connection issues + +If you're having trouble connecting to a service, try these steps: + +1. Check that you have a stable internet connection. +2. Verify you have an active account with the service. +3. Review any permissions or account type requirements for the service. +4. If authentication fails, try disconnecting and reconnecting from **[Customize > Connectors](http://claude.ai/customize/connectors)**. + +## Custom connector not connecting or timing out? + +Custom connectors (remote MCP servers) are reached from Anthropic's cloud infrastructure, not from your local machine. This is true even if you're using Cowork or Claude Desktop, which run locally on your computer. If your MCP server is behind a corporate firewall, on a private network, or not reachable over the public internet, the connection will fail. + +To resolve this, you can either allowlist Anthropic's IP ranges in your firewall to create a secure outbound-only connection from your network. For detailed guidance, see the network requirements section in **[Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166)**. + +## Related Articles +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [When to use desktop and web connectors](https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/general/11596036-anthropic-connectors-directory-faq.md b/claude/connectors/general/11596036-anthropic-connectors-directory-faq.md new file mode 100644 index 0000000000000000000000000000000000000000..a1891d15e7c13620e168933715cb9c5c51d58e2a --- /dev/null +++ b/claude/connectors/general/11596036-anthropic-connectors-directory-faq.md @@ -0,0 +1,25 @@ +--- +title: "Anthropic Connectors Directory FAQ" +title_slug: "anthropic-connectors-directory-faq" +source_url: "https://support.claude.com/en/articles/11596036-anthropic-connectors-directory-faq" +last_updated_iso: "2026-04-15T01:47:01Z" +article_id: "12620238" +breadcrumbs: + - "Connectors" + - "General" +--- + +# Anthropic Connectors Directory FAQ + +_Last updated: 2026-04-15T01:47:01Z_ + +The Connectors Directory FAQ has moved to the Claude developer docs. + +[View the FAQ →](https://claude.com/docs/connectors/faq) · [Partnership FAQ →](https://claude.com/docs/connectors/building/partnership-faq) + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Build custom connectors via remote MCP servers](https://support.claude.com/en/articles/11503834-build-custom-connectors-via-remote-mcp-servers) +- [When to use desktop and web connectors](https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors) +- [Anthropic Software Directory Policy](https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy) +- [Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory) diff --git a/claude/connectors/general/11725091-when-to-use-desktop-and-web-connectors.md b/claude/connectors/general/11725091-when-to-use-desktop-and-web-connectors.md new file mode 100644 index 0000000000000000000000000000000000000000..9529798666f960b3ac0982decae146abc8acc2ec --- /dev/null +++ b/claude/connectors/general/11725091-when-to-use-desktop-and-web-connectors.md @@ -0,0 +1,51 @@ +--- +title: "When to use desktop and web connectors" +title_slug: "when-to-use-desktop-and-web-connectors" +source_url: "https://support.claude.com/en/articles/11725091-when-to-use-desktop-and-web-connectors" +last_updated_iso: "2026-04-15T02:04:27Z" +article_id: "12811066" +breadcrumbs: + - "Connectors" + - "General" +--- + +# When to use desktop and web connectors + +_Last updated: 2026-04-15T02:04:27Z_ + +Claude can connect to your tools in two ways: through the web (remote connectors) or through the Claude Desktop app (desktop extensions). Most connectors are remote—they're the default choice and work everywhere you use Claude. + +Use a remote connector when + +- The tool is a cloud service you sign into (Slack, Notion, Linear, GitHub, your company's SaaS) +- You want the connector available everywhere—web, mobile, Cowork, Desktop, and Claude Code +- You're connecting something from the [Connectors Directory](https://claude.ai/directory) + +Remote connectors work across all Claude surfaces. Once connected, they're available everywhere without extra setup. + +Use a desktop extension when + +- The tool runs on your computer—local files, a database on localhost, a desktop application +- The tool needs OS-level access (filesystem, clipboard, local processes) +- There's no cloud version to connect to + +Desktop extensions run locally and are only available in Claude Desktop and Claude Code—not on web or mobile. + +Plugins work with both + +A plugin can bundle either remote or local MCP servers (or both). Installing a plugin that references a remote MCP makes it available everywhere; one that references a local MCP works in Desktop and Claude Code. + +Quick guide + +Get started + +- Browse and add remote connectors: [Settings → Connectors](https://claude.ai/settings/connectors) or the [Connectors Directory](https://claude.ai/directory) +- Install a desktop extension: Open Claude Desktop → Settings → Extensions +- Building your own? See the [connector building docs](https://claude.com/docs/connectors/building) for remote connectors or the [MCPB guide](https://claude.com/docs/connectors/building/mcpb) for local ones. + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Deploying enterprise-grade MCP servers with desktop extensions](https://support.claude.com/en/articles/12702546-deploying-enterprise-grade-mcp-servers-with-desktop-extensions) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) diff --git a/claude/connectors/general/13145338-anthropic-software-directory-terms.md b/claude/connectors/general/13145338-anthropic-software-directory-terms.md new file mode 100644 index 0000000000000000000000000000000000000000..099514ba52a1670588167c0347ff9c69f99edec6 --- /dev/null +++ b/claude/connectors/general/13145338-anthropic-software-directory-terms.md @@ -0,0 +1,35 @@ +--- +title: "Anthropic Software Directory Terms" +title_slug: "anthropic-software-directory-terms" +source_url: "https://support.claude.com/en/articles/13145338-anthropic-software-directory-terms" +last_updated_iso: "2026-03-16T21:04:05Z" +article_id: "14939083" +breadcrumbs: + - "Connectors" + - "General" +--- + +# Anthropic Software Directory Terms + +_Last updated: 2026-03-16T21:04:05Z_ + +By submitting your MCP server, Skill folder, plugin, app, or other software, container, or data (“Software”) for inclusion in any Anthropic directory, repository, surface, or similar offering (collectively, “Directories”), you represent and warrant to Anthropic that (i) you have and will maintain all necessary rights to provide your Software to users and to grant the rights set forth in these terms; (ii) your Software and the ordinary, intended use of your Software complies with all applicable laws and regulations and does not violate Anthropic’s Software Directory Policy (currently available at [https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy](https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy), as may be updated from time to time); (iii) any information you give us will be accurate and up-to-date; and (iv) if you or your Software collects or shares user information or other personal data, you will provide and adhere to a privacy policy for your Software, provide all applicable third-party privacy policies, and ensure all such policies clearly and accurately describe to users what user information you and third parties collect and how you and third parties use and share such information. + +You further (i) agree to indemnify and hold Anthropic harmless from any claims, damages, or liabilities arising from or related to your Software or users' interactions with it; (ii) grant Anthropic non-exclusive, royalty-free, worldwide licenses to reproduce, display, and distribute any descriptions of the Software and Software documentation provided by you or made available through the Software in connection with presenting the Software in the Directories and to display your name, trademarks, logos, and other branding materials associated with your Software in Directories for the purpose of identifying and promoting your Software, our Directories, and the Anthropic Services to our users and the public; and (iii) authorize Anthropic to review and test your Software in accordance with these terms, to collect and use functional metadata about your Software to improve the Anthropic Services, and to share such functional metadata with our users. + +Anthropic has no obligation to include your Software in any Directory and may remove or refuse to display any Software or its content from some or all Directories at any time for any reason (including but not limited to violations of these terms, user complaints, security concerns, or changes to Anthropic's Software Directory Policy) without liability to you. While Anthropic is not obligated to monitor your Software or its content, Anthropic may at any time review or test your Software for security vulnerabilities and to ensure quality and compliance with these terms, our Usage Policy, and our Software Directory Policy. + +If Anthropic elects to include your Software in one or more Directories, you agree to continue implementing and maintaining quality and security standards for your Software that are consistent with Anthropic's Software Directory Policy, as may be updated from time to time), and you acknowledge that failure to maintain these standards may result in your Software’s removal from some or all Directories. You further agree to implement and maintain a mechanism for receiving reports of security vulnerabilities from Anthropic and from third parties and to investigate such reports with a reasonable standard of care. + +You understand that inclusion of your Software in one or more Directories does not create any partnership, employment, or agency relationship between you and Anthropic, nor does it grant you any rights to use Anthropic's name, trademarks, or intellectual property. You will not make any statement regarding the Anthropic Services which suggests partnership with, sponsorship by, or endorsement by Anthropic without Anthropic’s prior written approval, and you will at all times comply with Anthropic’s [Trademark Guidelines](https://www.anthropic.com/legal/trademark-guidelines). Anthropic reserves the right to modify these terms at any time without prior notice, and your continued submission or maintenance of Software in one or more Directories after any such changes constitutes your acceptance of the revised terms. + +--- + +See prior version of these terms here: [Anthropic MCP Directory Terms and Conditions](https://support.claude.com/en/articles/11697081-anthropic-mcp-directory-terms-and-conditions). + +## Related Articles +- [Terms of Service Updates](https://support.claude.com/en/articles/9190861-terms-of-service-updates) +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [Updates to our Acceptable Use Policy (now “Usage Policy”), Consumer Terms of Service, and Privacy Policy](https://support.claude.com/en/articles/9301722-updates-to-our-acceptable-use-policy-now-usage-policy-consumer-terms-of-service-and-privacy-policy) +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Anthropic Software Directory Policy](https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy) diff --git a/claude/connectors/general/13145358-anthropic-software-directory-policy.md b/claude/connectors/general/13145358-anthropic-software-directory-policy.md new file mode 100644 index 0000000000000000000000000000000000000000..bd8efd9f69b67957a18f5301f2bccf947ecb536e --- /dev/null +++ b/claude/connectors/general/13145358-anthropic-software-directory-policy.md @@ -0,0 +1,101 @@ +--- +title: "Anthropic Software Directory Policy" +title_slug: "anthropic-software-directory-policy" +source_url: "https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy" +last_updated_iso: "2026-04-15T01:48:09Z" +article_id: "14939113" +breadcrumbs: + - "Connectors" + - "General" +--- + +# Anthropic Software Directory Policy + +_Last updated: 2026-04-15T01:48:09Z_ + +Anthropic allows users to discover high-quality Model Context Protocol servers, Skill folders, plugins, apps, and other software, containers, or data (“Software”) that work seamlessly within Claude through directories, repositories, surfaces, or similar offerings (collectively, “Directories”). We review submissions to our Directories to ensure they meet our standards for safety, security, and compatibility with Anthropic Services and other Software. We conduct both initial and ongoing reviews of Software, and may require developers to address compliance issues to continue being included in our Directories. All Software must maintain compliance with these requirements, including any future changes, to remain in our Directories. + +1. Safety and Security + +A. Software must not violate or facilitate violation of our [Usage Policy](https://www.anthropic.com/legal/aup). All Software must comply with our Universal Usage Standards and High-Risk Use Case requirements and with our policy on the [countries and regions Anthropic currently supports](https://www.anthropic.com/supported-countries). + +B. Software must not evade or enable users to circumvent Claude's safety guardrails, system instructions, or sandbox environments. + +C. Software must prioritize protecting user privacy and the privacy interests of third parties. Developers must take care to responsibly handle personal and other sensitive data, follow privacy best practices, and ensure compliance with applicable laws. + +D. Software must only collect data from the user’s context that is necessary to perform their function. Software must not collect extraneous conversation data, even for logging purposes. + +E. Software must not infringe on the intellectual property rights of others. + +F. Software must not query or extract data from Claude's memory, chat history, conversation summaries, or user-generated or uploaded files. + +2. Compatibility + +This section applies to Software that provides Claude with tools or capabilities through natural language descriptions, including MCP servers, Skill folders, and similar Software ("Instructional Software"). + +A. Instructional Software must define each tool or capability through narrow, unambiguous natural language that specifies what it does and when it should be invoked. + +B. Instructional Software tool or capability descriptions must precisely match actual functionality, ensuring the Instructional Software is called at correct and appropriate times. Descriptions must not include unexpected functionality or promise undelivered features. + +C. Instructional Software tool or capability descriptions must not create confusion or conflict with other Software in our Directories. + +D. Instructional Software must not intentionally call or coerce Claude into calling other external software, tools, databases, or resources unless requested and intended by a user. Similarly, Instructional Software tool or capability descriptions must not be written in a way that intentionally leads to other Software extraneously calling them. + +E. Instructional Software must not attempt to interfere with Claude calling tools from other software, tools, databases, or resources unless requested and intended by a user. + +F. Instructional Software must not direct Claude to dynamically pull behavioral instructions from external sources for Claude to execute. + +G. Instructional Software must not contain hidden, obfuscated, or encoded instructions. All behavioral guidance must be human-readable and clearly presented. + +3. Developer Requirements + +A. Developers of Software that collects user data or connects to a remote service must provide a clear, accessible privacy policy link explaining data collection, usage, and retention. Developers must provide Anthropic with links to all applicable privacy policies and ensure such policies are presented to users as required by law. + +B. Developers must provide verified contact information and support channels for users with product or security concerns. + +C. Developers must document how their Software works, its intended purpose, and how users can troubleshoot issues. + +D. Developers must provide a standard testing account with sample data for Anthropic to verify full Software functionality. + +E. Developers must provide at least three working examples of prompts or use cases that demonstrate core functionality. + +F. Developers must verify that they own or control any API endpoint, domain, or user interface their Software connects to, as well as any external resources it retrieves or renders. Plugins are an exception, and may connect to any Connector approved in the Software Directory. + +G. Developers must maintain their Software and address issues within reasonable timeframes. + +H. Developers must agree to our [Software Directory Terms](https://support.claude.com/en/articles/13145338-anthropic-software-directory-terms) and follow design guidelines Anthropic publishes applicable to Software. + +4. Unsupported Use Cases + +Unless otherwise expressly permitted by us in writing, we do not allow Software with certain capabilities into our Directories. We may revisit these restrictions as our Directories and Anthropic Services evolve. + +A. Software that transfers money, cryptocurrency, or other financial assets, or executes financial transactions on behalf of users. + +B. Software that uses AI models to generate images, video, or audio content. Design-focused software that uses AI models to create visual aids (such as slides, diagrams, charts, UI mockups, logos, or other design assets) are permitted. These servers may generate images as part of a design workflow, provided the developer does not offer standalone image generation as a primary service. + +C. Software that serves [advertisements](https://www.anthropic.com/news/claude-is-a-space-to-think), sponsored content, paid product placements, or exists primarily as an advertising or promotional vehicle. + +5. Additional Requirements for Model Context Protocol Servers + +A. MCP servers must gracefully handle errors and provide helpful feedback rather than generic error messages. + +B. MCP servers must be frugal with their use of tokens. The amount of tokens a given tool call uses should be roughly commensurate with the complexity or impact of the task. When possible, users should be given options to exclude unnecessary text in the response. + +C. MCP tool names must not exceed 64 characters. + +D. Remote MCP servers that connect to a remote service and require authentication must use secure OAuth 2.0 with certificates from recognized authorities. + +E. MCP servers must provide all applicable [annotations](https://modelcontextprotocol.io/specification/2025-11-25/schema#toolannotations) for their tools, in particular *readOnlyHint*, *destructiveHint*, and *title*. + +F. Remote MCP servers should support the [Streamable HTTP](https://modelcontextprotocol.io/specification/2025-03-26/basic/transports#streamable-http) transport. Servers may support [SSE](https://modelcontextprotocol.io/specification/2024-11-05/basic/transports#http-with-sse) for the time being, but in the future it will be deprecated. + +G. Local MCP servers must be built with reasonably current versions of all dependencies, including packages in *node_modules*. + +> See prior version of this policy here: [Anthropic MCP Directory Policy](https://support.claude.com/en/articles/11697096-anthropic-mcp-directory-policy). + +## Related Articles +- [Getting Started with Local MCP Servers on Claude Desktop](https://support.claude.com/en/articles/10949351-getting-started-with-local-mcp-servers-on-claude-desktop) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [What are Skills?](https://support.claude.com/en/articles/12512176-what-are-skills) +- [Anthropic Software Directory Terms](https://support.claude.com/en/articles/13145338-anthropic-software-directory-terms) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/connectors/general/13730515-manage-claude-s-tool-access.md b/claude/connectors/general/13730515-manage-claude-s-tool-access.md new file mode 100644 index 0000000000000000000000000000000000000000..4a739513c9a424f3ca12aeaaba440e53d70ac878 --- /dev/null +++ b/claude/connectors/general/13730515-manage-claude-s-tool-access.md @@ -0,0 +1,76 @@ +--- +title: "Manage Claude’s tool access" +title_slug: "manage-claudes-tool-access" +source_url: "https://support.claude.com/en/articles/13730515-manage-claude-s-tool-access" +last_updated_iso: "2026-03-16T21:33:28Z" +article_id: "15860163" +breadcrumbs: + - "Connectors" + - "General" +--- + +# Manage Claude’s tool access + +_Last updated: 2026-03-16T21:33:28Z_ + +When you connect many services to Claude, you can control how those connectors are loaded into your conversations. This helps Claude work more accurately and efficiently, especially if you've added 10 or more connectors. + +> Tool access modes are available for all users on Claude, Cowork, Claude Desktop, and Claude Mobile (iOS and Android). + +## Why tool access matters + +Each connector takes up space in a conversation. With a small number of connected services, this is rarely noticeable. But as your connector library grows, the combined overhead can limit how much room is left for your actual work: documents, code, and conversation history. + +To address this, Claude supports three tool access modes that control when and how your connectors are loaded. + +--- + +## Tool access modes + +You can manage Claude’s access to your connectors per conversation using the **Tool access** setting in your chat. + +Choose from three options: + +- **Auto** *(default)*: Claude decides dynamically which connectors to load based on what you're working on. This is the best starting point for most users. +- **Always available**: All your connectors are loaded at the start of every conversation. Claude can use any of them immediately, without any extra steps. + - Best for: Fewer than 10 connectors you use constantly. + - Trade-off: Uses more conversation space upfront. +- **On demand:** Connectors aren't loaded until Claude searches for the right one based on your request. Claude finds the most relevant connectors and loads only those. + - Best for: Large connector libraries (10 or more), or when you're running into conversation length issues. + - Trade-off: Claude may take an extra step to find the right connector before using it. + +--- + +## Which mode should I use? + +--- + +## How to change your tool access setting + +You can set your tool access mode per conversation by following these steps: + +1. Open a chat with Claude. +2. Click the “+”** **button in the lower left corner of your chat, or type "/" to open the menu. +3. Mouse over “Connectors,” then “Tool access.” +4. Select your preferred mode from the three options. + +Your selection only applies to that conversation. You can change it at any time. + +--- + +## Frequently asked questions + +#### Will “On demand” mode miss the connectors I need? + +Claude searches for the most relevant connectors based on your request, so it works well for most tasks. For connectors that need to be available every time, use “Always available” or set that connector's access individually. + +#### Why does Claude sometimes add an extra message to use a connector? + +In “On demand” mode, Claude searches for the right tool before using it. This search step adds one interaction, but keeps your conversation from hitting length limits when you have many tools connected. + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Getting started with Claude in Slack](https://support.claude.com/en/articles/11506255-getting-started-with-claude-in-slack) +- [Troubleshoot Claude error messages](https://support.claude.com/en/articles/12466728-troubleshoot-claude-error-messages) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) diff --git a/claude/connectors/pre-built-connectors/10166901-use-google-workspace-connectors.md b/claude/connectors/pre-built-connectors/10166901-use-google-workspace-connectors.md new file mode 100644 index 0000000000000000000000000000000000000000..080f5e9a8cf70c41516018b02154e8f67ff05324 --- /dev/null +++ b/claude/connectors/pre-built-connectors/10166901-use-google-workspace-connectors.md @@ -0,0 +1,219 @@ +--- +title: "Use Google Workspace connectors" +title_slug: "use-google-workspace-connectors" +source_url: "https://support.claude.com/en/articles/10166901-use-google-workspace-connectors" +last_updated_iso: "2026-04-15T01:59:27Z" +article_id: "10707090" +breadcrumbs: + - "Connectors" + - "Pre-Built Connectors" +--- + +# Use Google Workspace connectors + +_Last updated: 2026-04-15T01:59:27Z_ + +Connect your Gmail, Google Calendar, and Google Drive to Claude so you can search emails, manage your calendar, work with documents, and save files—all without leaving the conversation. + +> Google Workspace connectors (Gmail, Google Calendar, and Google Drive) are available for all users on Claude and Claude Desktop. + +For Team and Enterprise plans, an Owner or Primary Owner must enable these connectors at the organization level before individual users can authenticate. For setup instructions, read **[Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities#h_17dd443beb)**. + +What you can do + +## Gmail + +- **Search and read emails** using natural language queries +- **Draft emails** with proper formatting and context — Claude creates drafts in your Gmail account, but cannot send emails on your behalf +- **Access email metadata**, including attachment metadata (not attachment content) +- **Manage email organization** with labels and threads +- **List saved drafts** in your Gmail account + +## Google Calendar + +- **View events and calendars**, including shared calendars you have access to +- **Create, update, and delete events** with full customization +- **Find mutual availability** across attendees +- **Manage attendee lists** and respond to invitations (accept, decline, or tentative) +- **Set up recurring meetings** + +## Google Drive + +- **Search and retrieve Google Docs** from your Drive +- **Add Google Docs directly to chats and projects** by pasting URLs or selecting from recent documents +- **View file permissions** and **list recent changes** to your Drive +- **Save Claude-generated files** directly to your Drive (requires **[code execution and file creation](https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude#h_1c99382190)** to be enabled) + +> **Note:** Claude extracts text content only from Google Drive files. Images embedded in documents are not processed. + +--- + +How to use the connectors + +Ask Claude a question that requires access to your Gmail, Calendar, or Drive. Claude automatically detects which tools it needs and uses them to respond. Each action Claude takes on your behalf requires your explicit approval. + +Claude's response includes citations indicating which emails, calendar events, or documents were used as sources, with links to the originals when available. You can ask follow-up questions to dig deeper into any source. + +## Add Google Drive files to chats + +1. Click the plus sign in the chat interface. +2. Select "Add from Google Drive." +3. Search through your recently accessed documents or paste the document's URL. +4. When you send your message, Claude accesses and processes the document to inform its response. + +You can add multiple files to a single chat to give Claude comprehensive context. The files must fit within the conversation's context window. + +## Add Google Drive files to projects + +The Google Drive connector is only available when adding to **Files** in private projects. This option will be disabled for shared projects. + +1. Open your project and find the **Files** section. +2. Click the "+" button to add files. +3. Select "Drive." +4. Search through your recently accessed documents or paste the document's URL. +5. Your document is added to your project knowledge for Claude to access when chatting in that project. + +Google Docs added to chats and projects sync directly from Google Drive, so you're always working with the latest version. + +## Managing individual connectors + +You can enable or disable specific connectors from below the chat interface: + +1. Click the plus sign in the chat interface. +2. Hover over "Connectors." +3. Toggle individual connectors on or off. + +--- + +Google Drive Cataloging (Enterprise) + +> Google Drive Cataloging is only available for Enterprise plans. + +Enterprise users can enable Google Drive Cataloging to index their Drive content with RAG (Retrieval Augmented Generation). When enabled, Claude indexes your Google Drive documents to provide more accurate, contextual responses with direct citations to relevant sources — and reduces token usage by pulling only relevant content into your context. + +If cataloging is turned off, Claude uses the Google APIs to search through your Drive data directly. + +## Supported file types for cataloging + +Google Docs (text extraction only, up to 10MB). + +## Enable Google Drive Cataloging + +**For admins:** + +1. Navigate to **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. +2. Locate **Google Drive cataloging** under **Data sources**. +3. Toggle this on and follow the instructions to authenticate. + +**For individual users** (after an admin enables the feature): + +1. Click the plus sign in the chat interface. +2. Toggle **Drive search** on. + +If this is your first time using this feature, you'll be redirected to Google to authenticate. + +## How cataloging works + +Once enabled, Claude indexes your Google Docs and uses that index during conversations to provide relevant context and citations. Claude periodically re-indexes documents that have changed and de-indexes documents that have been deleted. It may take several hours for Claude to recognize updates or deletions. + +## Cataloging data retention + +- Indexed data for a deleted file is removed within one hour of the file being deleted. +- When an admin turns off cataloging, all indexed data for the organization is deleted within six hours. + +--- + +Privacy and data handling + +- You must authenticate directly with your Google account before using these connectors. +- On Team and Enterprise plans, an Owner or Primary Owner must enable connectors at the account level before individual users can authenticate. +- Claude can only access the Gmail, Calendar, and Drive data for the Google account you've connected. +- Claude only accesses your data when you explicitly ask a question or request an action requiring this information, and retrieves the minimum information needed. +- Claude mirrors your existing permissions — you cannot access information you don't already have access to in Google Workspace. +- Data retrieved while using connectors is stored on Anthropic servers, protected by Anthropic's security infrastructure (see our **[Trust Center](https://trust.anthropic.com/controls#organizational-security)** for details). This data is retained with its associated chat, so you can delete any retrieved data by deleting the chat. +- We do not train our models on your Gmail or Calendar connector data, ensuring your private information remains private. + - **Note**: If you are using our consumer products (e.g. Claude Free, Pro, and Max ( when using Claude Code with those accounts) and you have chosen to allow us to use your chats and coding sessions for model training, then any content you copy/paste from your Gmail or Calendar or Claude's responses which include specific information from these connectors may be used to improve our models. For more information, refer to **[Is my data used for model training?](https://privacy.claude.com/en/articles/10023580-is-my-data-used-for-model-training)** +- Each user's Google Drive Cataloging index is private — no other users can access it, even within the same organization. Each index is unique to a user/organization pair, and fully respects your underlying access controls and permissions. +- Data is encrypted at rest and in transit. + +## A note on Gmail permissions + +During authentication, Google's OAuth screen mentions email sending permissions. Claude only reads emails and creates drafts with your explicit approval. The send function is not enabled — all emails must be sent manually through your Gmail account. + +--- + +Current limitations + +- Attachment content is not directly accessible through Gmail (metadata only). +- Claude cannot see images embedded in documents, emails, or presentations. +- Some advanced Gmail filters may not be supported. +- Complex queries may require multiple API calls. +- Rate limits apply per Google's API quotas. +- Performance may vary for large mailboxes. + +--- + +Troubleshooting + +## Reconnecting your Google account + +If you see the error "*Please try again. You may need to reconnect with your Google Drive account," *follow these steps: + +1. Navigate to **[Customize > Connectors](https://claude.ai/customize/connectors)**. +2. Find your Google connector and click on it to view the details. +3. Click the "Disconnect" button. +4. Click "Disconnect" in the confirmation message. +5. The next time you use a Google Workspace feature in your chat, you'll be redirected to Google to re-authenticate. + +If you're still having trouble, disconnect from your Google account settings at[ **myaccount.google.com/connections**](https://myaccount.google.com/connections). Search for the Claude connection, click into the settings, and choose "Delete all connections." + +## Google Workspace admin configuration + +If your organization uses Google Workspace and the connectors aren't working (you may see the message *"Access blocked: your institution's admin needs to review Claude for Google Drive"*), your Google Workspace admin may need to allow Claude as a trusted application: + +1. Go to **[admin.google.com](https://admin.google.com)** +2. Navigate to **Security > Access and data control > API controls > Manage third-party app access**. +3. Click "Add app," then select "OAuth App Name." +4. Search for "Claude" and set it as "Trusted." +5. Wait approximately 15 minutes for Google's policy to propagate, then try connecting again. + +--- + +Frequently asked questions + +## What happens if I update a Google Doc after adding it to a chat? + +The document continues to sync with the most up-to-date version in Google Drive. + +## Can I add multiple files to a single chat? + +Yes. You can add multiple Google Drive files to provide Claude with comprehensive context. The documents must fit within the conversation's context window. + +## What happens if I lose access to a document? + +You won't be able to view its contents in conversations where it was previously added. The document preview is removed, but the conversation history is maintained. + +## Does Claude have access to images, comments, or suggestions in Google Docs? + +No. Claude extracts the main text content only and cannot see images, comments, or suggestions. + +## Can Claude send emails on my behalf? + +No. Claude can create email drafts, but all emails must be sent manually through your Gmail account. + +## Can I opt out of using these connectors? + +On Team and Enterprise plans, Owners and Primary Owners can disable Google Workspace connectors for their organization in **[Organization settings > Connectors](https://claude.ai/admin-settings/connectors)**. Individual users can also disable specific tools from the chat interface. + +## Who has access to my Google Drive Cataloging index? + +Only you. Your index includes only documents you have access to, and no one else can access it—even members of the same organization. If you disconnect your Google account from Claude, your index is deleted. + +Browse all available connectors in the [Connectors Directory](https://claude.ai/directory). + +## Related Articles +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack) +- [Enable and use the Microsoft 365 connector](https://support.claude.com/en/articles/12542951-enable-and-use-the-microsoft-365-connector) +- [Microsoft 365 Connector: Security Guide](https://support.claude.com/en/articles/12684923-microsoft-365-connector-security-guide) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) diff --git a/claude/connectors/pre-built-connectors/10167454-using-the-github-integration.md b/claude/connectors/pre-built-connectors/10167454-using-the-github-integration.md new file mode 100644 index 0000000000000000000000000000000000000000..ea6c64eb9878c16c670616d43c4dd20d649589de --- /dev/null +++ b/claude/connectors/pre-built-connectors/10167454-using-the-github-integration.md @@ -0,0 +1,83 @@ +--- +title: "Using the GitHub Integration" +title_slug: "using-the-github-integration" +source_url: "https://support.claude.com/en/articles/10167454-using-the-github-integration" +last_updated_iso: "2026-04-15T01:58:38Z" +article_id: "10707782" +breadcrumbs: + - "Connectors" + - "Pre-Built Connectors" +--- + +# Using the GitHub Integration + +_Last updated: 2026-04-15T01:58:38Z_ + +> For more information on enabling GitHub within your account, see **[Connect a service to Claude](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities#h_c228562ecd)**. + +Connect your GitHub repositories directly to Claude to provide comprehensive context for your software development tasks. You can easily add repositories by selecting them from a list, helping Claude better understand and assist with your codebase. + +How to add GitHub repositories + +> **Note:*** *If you're currently unauthenticated with GitHub, you'll be redirected to GitHub to authenticate before you can use this integration. + +## Chats + +- Click the "+" button on the lower left corner of the chat interface. +- Select "Add from GitHub" from the drop-down. +- Use the file browser to select specific files and folders. +- When you send your message, Claude will access and process the content to inform its response. + +## Projects + +- Click the "+" button in the upper right corner of your project knowledge section. +- Select "GitHub" from the drop-down. +- Search through your accessible repositories, or paste a repository URL. +- Use the file browser to select specific files and folders. +- Your selected content will be added to the project knowledge for Claude to access and process. +- You can use the "Sync" icon to ensure you're working with the most up-to-date version of your codebase. +- You can use the "Configure files" icon to modify which files and folders Claude analyzes. + +Connecting to private repositories + +If Claude cannot access a repository after you enter a valid URL, it most likely means you're attempting to connect Claude to a private repository: + +Follow the link to our GitHub App, where you can grant access to repos if you're a GitHub administrator, or send a request to your GitHub organization's administrators. + +- **Grant access yourself if you can**: You can choose between letting Claude access all repos or specific ones. +- **Request access if you don't have the necessary permissions**: The administrators of your GitHub organization will receive an email notification about your request. Once they approve the request, you'll be able to sync and access the repository in Claude. + +Best Practices + +1. **Start small**: Begin by selecting a small subset of your codebase to analyze. This will help you get familiar with how Claude interprets and discusses your code. +2. **Iterate and refine**: If Claude's initial response doesn't fully address your question, don't hesitate to ask follow-up questions or request clarification. +3. **Combine with human expertise**: Use Claude's insights as a starting point for further investigation and discussion with your team. Please review Claude's work. +4. **Thoughtful file selection**: When using "Configure files", be strategic about your selections. Include key files and directories that are central to your current task or project, but avoid selecting unnecessary files to keep within token limits and maintain focus. +5. **Regular updates**: Remember to refresh your project's GitHub sync periodically to ensure Claude is working with the most up-to-date version of your codebase and especially before starting a new analysis or when you know there have been significant changes to your repo. + +Frequently Asked Questions + +**Q: What information is retrieved from GitHub?** + +A: Only files (names and contents) in a repo on a specific branch are synced. We do not retrieve commit history, PRs, or other metadata. + +**Q: What happens if my repository is updated after adding it to a project?** + +A: You can click "Sync now" to fetch the latest changes from your repository. This will update all previously selected files and folders. + +**Q: Can I add multiple repositories to a single project or chat?** + +A: Yes, you can add multiple repositories to provide Claude with comprehensive context for your development tasks. The repositories must fit within Claude's context window. + +**Q: What happens if I lose access to a repository?** + +A: If you lose access to a repository, you won't be able to view its contents in projects where it was previously added. The repository preview will be removed, though the conversation history will be maintained. + +Browse all available connectors in the [Connectors Directory](https://claude.ai/directory). + +## Related Articles +- [Automated Security Reviews in Claude Code](https://support.claude.com/en/articles/11932705-automated-security-reviews-in-claude-code) +- [Manage Claude Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-claude-cowork-plugins-for-your-organization) +- [Set up Code Review for Claude Code](https://support.claude.com/en/articles/14233555-set-up-code-review-for-claude-code) +- [Claude Code: Common developer use cases](https://support.claude.com/en/articles/14553517-claude-code-common-developer-use-cases) +- [Claude Security](https://support.claude.com/en/articles/14661296-claude-security) diff --git a/claude/connectors/pre-built-connectors/11506255-getting-started-with-claude-in-slack.md b/claude/connectors/pre-built-connectors/11506255-getting-started-with-claude-in-slack.md new file mode 100644 index 0000000000000000000000000000000000000000..3b5a4bb509e636cbe951e1d014054bb03cbb015f --- /dev/null +++ b/claude/connectors/pre-built-connectors/11506255-getting-started-with-claude-in-slack.md @@ -0,0 +1,181 @@ +--- +title: "Getting started with Claude in Slack" +title_slug: "getting-started-with-claude-in-slack" +source_url: "https://support.claude.com/en/articles/11506255-getting-started-with-claude-in-slack" +last_updated_iso: "2026-03-16T21:05:58Z" +article_id: "12487295" +breadcrumbs: + - "Connectors" + - "Pre-Built Connectors" +--- + +# Getting started with Claude in Slack + +_Last updated: 2026-03-16T21:05:58Z_ + +You can now integrate Claude and Slack, giving you two ways to use them together: add Claude directly to your Slack workspace, or enable the Slack connector for your Claude apps. + +## What is Claude in Slack? + +> The Claude app is available to users on paid Slack plans. Slack admins must approve the Claude app before individual users can access it. + +It’s how we’ve brought Claude’s capabilities directly to Slack, bringing AI assistance into your team’s workspace. This integration allows you to work with Claude without leaving Slack through three convenient surfaces: + +**Direct message with Claude**: Start a private conversation with @Claude. + + + +**AI assistant panel**: Click the Claude icon in Slack's AI assistant header to open a panel on the right side of your Slack window, allowing you to access Claude from anywhere in the Slack app. + + + + + +**Thread participation**: Mention @Claude in any thread to get Claude's help with the conversation. + + + +All surfaces provide the same capabilities that you have enabled in Claude, including web search and connections to your integrated tools, allowing you to seamlessly integrate AI assistance into your existing workflow. + +> **Note:** Team and Enterprise plan users with access to Claude Code on the web can also route coding tasks directly to Claude Code by mentioning @Claude. See [Using Claude in Slack](https://support.claude.com/en/articles/12461605-using-claude-in-slack#h_adda66b697) for details on this beta feature. + +--- + +## Enabling and installing Claude in Slack + +#### For Slack admins + +1. Go to the [Claude app in the Slack App Marketplace](https://slack.com/marketplace/A08SF47R6P4). +2. Click "Add to Slack" on the Claude app page. +3. Review and approve the app for your organization. +4. Choose whether to deploy org-wide or to specific workspaces. + +**To install across all workspaces:** + +1. Navigate to your Slack management workspace at: [https://app.slack.com/manage/
--header "x-api-key: $YOUR_API_KEY" +``` + +#### 2. Activity summary + +`GET /v1/organizations/analytics/summaries` + +Returns a high-level summary of engagement and seat utilization **per-day** for your organization for a given date range. The response is a list of days with aggregated counts within the date range. Note that the maximum difference between `ending_date` and `starting_date` must be **31 days**, and there is a three-day delay in data availability. This is useful for tracking daily active users, weekly and monthly trends, and seat allocation at a glance. + +**We define “active”** if any one of the following is true: + +- The user sent at least one chat message on Claude (chat). +- The user had at least one Claude Code (local or remote) session associated with the C4E org, with tool use/git activity +- The user had at least one Claude Cowork session with tool use or message activity. + +**Query parameters** + +**Response fields** + +> **Note:** The rolling windows for weekly and monthly counts look backward from the specified date (inclusive). If data is incomplete for some days within the window (for example, if the date is less than 30 days in the past), the monthly count may undercount activity. + +**Example request** + +``` +curl -X GET "https://api.anthropic.com/v1/organizations/analytics/summaries?starting_date=2025-01-01"
--header "x-api-key: $YOUR_API_KEY" +``` + +#### 3. Chat project usage + +`GET /v1/organizations/analytics/apps/chat/projects` + +Returns usage data broken down by chat project for a given date. Projects are specific to Claude (chat), so this endpoint focuses on that surface. Each item shows the project name, how many unique users interacted with it, and the total number of conversations held in that project. + +**Query parameters** + +**Response fields (per project)** + +**Example request** + +``` +curl -X GET "https://api.anthropic.com/v1/organizations/analytics/apps/chat/projects?date=2025-01-01&limit=50"
--header "x-api-key: $YOUR_API_KEY" +``` + +#### 4. Skill usage + +`GET /v1/organizations/analytics/skills` + +Returns skill usage data across both Claude (chat) and Claude Code within your organization for a given date. Each item represents a skill and shows how many unique users used it. + +**Query parameters** + +**Response fields (per skill)** + +**Office Agent metrics (per skill)** + +Each skill record also includes an office_metrics object that reports how many Office Agent sessions used the skill, broken down by product. This block is always present—organizations without Office Agent usage see all-zero values. + +**Claude Cowork metrics (per skill)** + +Each skill record also includes a `cowork_metrics` object that reports how many Cowork sessions used the skill. This block is always present—organizations without Cowork usage see all-zero values. + +**Example request** + +``` +curl -X GET "https://api.anthropic.com/v1/organizations/analytics/skills?date=2025-01-01"
--header "x-api-key: $YOUR_API_KEY" +``` + +#### 5. Connector usage + +`GET /v1/organizations/analytics/connectors` + +Returns MCP/connector usage data across both Claude (chat) and Claude Code within your organization for a given date. Each item represents a connector and shows how many unique users used it. Connector names are normalized from various sources — for example, "Atlassian MCP server," "mcp-atlassian," and "atlassian_MCP" would all appear as "atlassian." + +**Query parameters** + +**Response fields (per connector)** + +**Office Agent metrics (per connector)** + +Each connector record also includes an office_metrics object that reports how many Office Agent sessions used the connector, broken down by product. This block is always present—organizations without Office Agent usage see all-zero values. + +**Claude Cowork metrics (per connector)** + +Each connector record also includes a `cowork_metrics` object that reports how many Cowork sessions used the connector. This block is always present—organizations without Cowork usage see all-zero values. + +**Example request** + +``` +curl -X GET "https://api.anthropic.com/v1/organizations/analytics/connectors?date=2025-01-01"
--header "x-api-key: $YOUR_API_KEY" +``` + +## Related Articles +- [View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry) diff --git a/claude/team-and-enterprise-plans/analytics-and-usage/14447276-configure-a-custom-opentelemetry-collector-for-office-agents.md b/claude/team-and-enterprise-plans/analytics-and-usage/14447276-configure-a-custom-opentelemetry-collector-for-office-agents.md new file mode 100644 index 0000000000000000000000000000000000000000..049cb2acd37daa465cd48ee583c0c42e46bfc6ba --- /dev/null +++ b/claude/team-and-enterprise-plans/analytics-and-usage/14447276-configure-a-custom-opentelemetry-collector-for-office-agents.md @@ -0,0 +1,194 @@ +--- +title: "Configure a custom OpenTelemetry collector for Office agents" +title_slug: "configure-a-custom-opentelemetry-collector-for-office-agents" +source_url: "https://support.claude.com/en/articles/14447276-configure-a-custom-opentelemetry-collector-for-office-agents" +last_updated_iso: "2026-04-07T23:30:32Z" +article_id: "16883446" +breadcrumbs: + - "Team and Enterprise plans" + - "Analytics and usage" +--- + +# Configure a custom OpenTelemetry collector for Office agents + +_Last updated: 2026-04-07T23:30:32Z_ + +You can route full audit telemetry from Office agents to your own OpenTelemetry (OTEL) collector. This gives your organization complete control over retention, encryption, and integration with your SIEM or observability platform. + +This guide covers how to enable a custom collector, what data you'll receive, and the full span schema reference. + +> Custom OTEL collectors are available to Claude Enterprise organizations and to direct-provider deployments (Amazon Bedrock, Google Vertex AI, or a gateway). + +## What you'll receive + +When you configure a custom collector, Office agents send trace data covering every user turn. Each turn produces a tree of spans capturing the prompt, model calls, tool executions, file uploads, and context compaction events. + +Your collector receives all span attributes, including those carrying user-generated content (prompt text, tool inputs and outputs, document URLs, and filenames). No attributes are redacted or filtered. Assistant response text is not included in the emitted span data. Your organization owns this data. + +> **Important:** Metrics aren't sent to custom collectors. The `office_agent.*` counter namespace routes to Anthropic only. However, every counter increment also appears as a span event on the active span, so the same signals are available in your traces. + +Telemetry is sent via OTLP/HTTP to your endpoint at `{your_url}/v1/traces`. gRPC isn't supported because the add-in runs in an Office WebView. + +--- + +## Enable a custom collector + +Setup differs depending on how your organization authenticates with Claude. + +> **Important:** When a custom endpoint is configured, telemetry goes exclusively to your collector. Spans aren't dual-sent to Anthropic. + +#### Claude Enterprise (OAuth) organizations + +An organization administrator sets the collector endpoint in the Claude.ai admin console under **[Organization settings > Office agents](https://claude.ai/admin-settings/office-agents)**. The setting applies organization-wide. + +The protocol must be HTTP-based OTLP. gRPC is rejected at configuration time. + +#### Direct provider deployments (Amazon Bedrock, Google Vertex AI, gateway) + +For deployments that authenticate against your own model provider rather than Claude.ai, the collector endpoint is supplied through one of three configuration channels. All three use the same two keys. + +**Recommended: **Use the **[claude-in-office plugin](https://github.com/anthropics/financial-services-plugins/tree/main/claude-in-office)** for Claude Code. It walks you through generating the manifest, registering Entra extension attributes, and standing up a bootstrap endpoint with `otlp_endpoint` and `otlp_headers` pre-wired. The three channels below are documented for reference and manual setup. + +If `otlp_endpoint` is unset or empty, no custom collector is configured and the add-in falls back to default behavior. + +> **Note:** These configuration channels apply to Microsoft Office deployments only. Google Workspace add-ins are configured separately. + +**Channel 1: Manifest URL parameter** + +Append the keys as query string parameters to the taskpane URL in your custom add-in manifest: + +`[https://
"otlp_endpoint": "https://otel-collector.your-domain.com",
"otlp_headers": "Authorization=Bearer <token>"
} +``` + +The bootstrap endpoint URL itself is configured via `bootstrap_url` in either the manifest URL parameters or an Entra `extn.bootstrap_url` claim. If an Entra ID token was acquired, it is passed to the bootstrap endpoint as a Bearer authorization header so your endpoint can authenticate the user before returning per-user configuration. + +**Precedence** + +When multiple channels supply a value, later channels override earlier ones: manifest parameters are read first, then Entra claims, then the bootstrap response. The bootstrap response wins. + +If you haven't already, the fastest path is the **[claude-in-office plugin](https://github.com/anthropics/financial-services-plugins/tree/main/claude-in-office)**. + +--- + +## Deployment modes + +Custom collector export is available on both deployment modes: + +- Claude.ai Enterprise (OAuth): full audit trail including user identity (`user.email`, `user.account_uuid`, `organization.id`), MCP server metadata, and file upload records. +- Direct provider (Bedrock, Vertex AI, gateway): core audit trail (prompts, tool inputs and outputs, document URLs) but no user identity, no MCP metadata, and no file upload spans. User attribution requires correlating `session.id` against your own identity provider logs. + +The core audit payload is identical in both modes. Direct provider deployments lack Claude.ai account context, so attributes derived from the Claude.ai user or organization profile are absent. See the `[claude.ai-only]` tags in the span schema below for the complete list. + +## Surface and vendor labels + +Every span includes two labels identifying which Office application and platform generated it. Use these as your primary dimensions for filtering and dashboards. + +--- + +## Span reference + +Each user turn produces a parent/child tree of up to five span types. Attributes marked [content] carry user-generated data; these form your audit payload. Attributes marked [`claude.ai-only`] are populated only when the user signs in with a Claude account; they are absent on Bedrock, Vertex AI, and gateway deployments. Absent attributes are omitted from the span entirely (no key with a null value). + +The `file.upload` span and all `mcp.*` attributes are also [`claude.ai-only`], since file upload and MCP server connections are Claude platform features. + +For direct provider deployments, user identity should be correlated via `session.id` and `document.url`, joined against your identity provider's session logs. + +#### Resource attributes + +These attributes appear on every span: + +#### agent.query (root span) + +One span per user turn. This is the root of the span tree and carries session identity, document context, and MCP server status. SpanKind: INTERNAL. + +#### agent.stream + +One span per API call to Claude, as a child of the query span. SpanKind: CLIENT. + +Note on prompt caching: The add-in requests prompt caching unconditionally. The `cache_read_tokens` and `cache_creation_tokens` attributes are set from the provider's API response and are omitted when the response doesn't include them. Prompt caching is available for the Claude Developer Platform; as of this writing, Amazon Bedrock and Google Vertex AI don't yet return these fields through the client the add-in uses. When support lands on your provider, these attributes will begin appearing automatically. + +#### agent.tool_execution + +One span per tool call, as a child of the stream span. SpanKind: INTERNAL. This is the primary record of what actions the model took against the document. + +> **Note:** The `tool.accept_decision` attribute records how the permission decision was made: `manual` (the user approved this specific action), `auto_accept` (the user had previously granted standing approval), or `deferred` (the action was queued for later review). Use this to audit approval patterns across your organization. + +#### agent.compaction + +One span per conversation auto-summarization, fired when context approaches the window limit. SpanKind: CLIENT. + +This span also carries `agent.surface`, `agent.vendor`, `session.id`, `user.email [claude.ai-only]`, `user.bucket [claude.ai-only]`, `office.platform`, and `office.version`, duplicated from the root span so you can query compaction events independently. + +#### file.upload [claude.ai-only] + +One span per individual file upload, as a child of the query span. SpanKind: CLIENT. This span type only appears when users sign in with a Claude.ai account. File upload isn't available on direct provider deployments. + +--- + +## Span events + +Span events are timestamped markers attached to the spans above. They capture lifecycle transitions and counter-equivalent signals. + +- `agent.query`: exception {exception.type}; file_upload {file_id, mime_type, content_category} +- `agent.stream`: first_token; stream_complete; stream_error {exception.type} +- `agent.tool_execution`: tool_init; tool_run; tool_result; tool_error {error_type} +- `agent.compaction`: compaction_start; compaction_complete; compaction_error {exception.type} +- `file.upload`: exception {exception.type} + +Every internal product counter also records a span event with the same name on the currently active span, providing the equivalent of the metrics stream within your trace data. The `office_agent.token.usage` event is emitted on each `agent.stream` span, once per non-zero token type, with attributes {token_usage.type: input | output | cacheRead | cacheCreation, token_usage.model, token_usage.token_count}. This mirrors the `*.token.usage` counter shape emitted by other Anthropic products, so a single collector can aggregate token cost across products by grouping on `service.name`. + +--- + +## Surface-specific behavior + +The telemetry schema is consistent across all surfaces. These are the differences: + +- Sheets (Excel): `agent.tool_execution` spans include `sheet.cells_read`, `sheet.cells_written`, and `sheet.cells_copied` attributes. `office_agent.cell_edit_collision_total` span events appear when a user is mid-cell-edit while a tool tries to write. +- Documents (Word): document-edit funnel events track the edit lifecycle: `office_agent.doc_edit_received_total`, `office_agent.doc_edit_parsed_total`, `office_agent.doc_edit_applied_total`, `office_agent.doc_proposed_edit_reviewed_total`. No `sheet.cells_*` attributes. +- Slides (PowerPoint): no surface-specific attributes or events beyond the common schema. + +--- + +## Reconstructing a user session + +#### Claude.ai deployments + +- Filter spans by `user.email` (or `user.account_uuid`) and `session.id`. +- Order `agent.query` spans by start timestamp; each is one user turn. +- For each turn, `user.message` is the prompt and `document.url` is the file being worked on. +- Child `agent.tool_execution` spans, ordered by timestamp, are the actions taken: `tool.input` is what was attempted, `tool.output` is the result, `tool.accept_decision` records whether the user explicitly approved. + +#### Direct provider deployments + +The add-in has no Claude.ai user identity in this mode, so spans carry no `user.email` or `user.account_uuid`. To attribute activity to a user: + +- Filter spans by `session.id` to isolate one continuous add-in session. +- Use `document.url` to identify the file being worked on. +- Correlate the session against your identity provider's logs: Entra sign-in events, gateway access logs, or your bootstrap endpoint's request log (which receives the user's Entra ID token as a Bearer header). +- Once a session is attributed to a user, the per-turn reconstruction is identical: agent.query spans ordered by timestamp, with `user.message`, `tool.input`, `tool.output`, and `tool.accept_decision` providing the audit trail. + +This produces a complete, ordered transcript of the interaction in both deployment modes. + +## Related Articles +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Microsoft 365 Connector: Security Guide](https://support.claude.com/en/articles/12684923-microsoft-365-connector-security-guide) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry) +- [MCP: Individual connectors](https://support.claude.com/en/articles/14503703-mcp-individual-connectors) diff --git a/claude/team-and-enterprise-plans/analytics-and-usage/14477985-monitor-claude-cowork-activity-with-opentelemetry.md b/claude/team-and-enterprise-plans/analytics-and-usage/14477985-monitor-claude-cowork-activity-with-opentelemetry.md new file mode 100644 index 0000000000000000000000000000000000000000..9d39c13257d913affaeef818a60eb9caf39966d7 --- /dev/null +++ b/claude/team-and-enterprise-plans/analytics-and-usage/14477985-monitor-claude-cowork-activity-with-opentelemetry.md @@ -0,0 +1,92 @@ +--- +title: "Monitor Claude Cowork activity with OpenTelemetry" +title_slug: "monitor-claude-cowork-activity-with-opentelemetry" +source_url: "https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry" +last_updated_iso: "2026-04-15T22:24:47Z" +article_id: "16934534" +breadcrumbs: + - "Team and Enterprise plans" + - "Analytics and usage" +--- + +# Monitor Claude Cowork activity with OpenTelemetry + +_Last updated: 2026-04-15T22:24:47Z_ + +This article explains how to use OpenTelemetry (OTel) to monitor Claude Cowork activity across your organization. With OTel, your security and operations teams can stream Cowork events into the observability tools you already use to track usage, investigate incidents, and analyze performance. + +> OpenTelemetry monitoring for Claude Cowork is available on Team and Enterprise plans. It requires Claude Desktop version 1.1.4173 or later. + +--- + +## What you can monitor + +When you connect Claude Cowork to an OpenTelemetry collector, Cowork streams events covering: + +- **User prompts. **The full text of prompts users submit to Cowork. +- **Tool and MCP invocations. **Every tool call Claude makes during a session, including MCP server name, tool name, parameters, success or failure, and execution time. +- **File access. **File paths Claude reads, modifies, or otherwise touches during a session, including files accessed through MCPs and folder-scoped local files. +- **Skills and plugins. **Which skills and plugins Claude invokes within a session. +- **Human approval decisions. **Whether each tool action was approved by the user, rejected by the user, or initiated automatically based on existing permissions. +- **API requests and errors. **Per-request model, token counts, estimated cost, duration, and any errors returned. + +A shared `prompt.id` attribute links every event triggered by a single user prompt, so you can reconstruct everything Claude did in response to one input. + +For the full list of event types and attributes, see the **[Cowork monitoring reference](https://claude.com/docs/cowork/monitoring#events)** in our Claude Docs. + +--- + +## When to use OpenTelemetry + +OpenTelemetry gives you a real-time stream of structured Cowork events that you can route into your existing SIEM and observability tools. It's the right choice for security monitoring and incident investigation, tracking tool and file access patterns across your organization, cost and performance analysis, and building dashboards and alerts in your existing pipeline. + +OpenTelemetry is **not** a replacement for audit logging. Cowork activity isn't currently captured in audit logs, the Compliance API, or data exports, and OpenTelemetry events don't fill that gap for compliance purposes. If your organization requires formal audit trails, don't use Cowork for regulated workloads. For more, see **[Use Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-cowork-on-team-and-enterprise-plans)**. + +## Compatible destinations + +Cowork's OpenTelemetry output works with any standard OTel collector. Common destinations include: + +- **SIEM platforms **like Splunk and Cribl +- **Log aggregation systems **like Elasticsearch and Loki +- **Columnar stores **like ClickHouse +- **Observability platforms **like Honeycomb and Datadog + +You can route events to multiple destinations at once by configuring your collector accordingly. + +--- + +## Set up OpenTelemetry monitoring + +To configure Cowork to export events to your collector: + +1. Open Claude Desktop and navigate to **Organization settings > Cowork**. +2. Enter your **OTLP endpoint** (your OpenTelemetry collector URL). +3. Select the **OTLP protocol** your collector uses: HTTP/JSON or HTTP/protobuf. +4. Add any **OTLP headers** required for authentication, such as a bearer token. +5. Save your settings. + +Events begin flowing to your collector immediately. Authentication headers are encrypted at rest on Anthropic servers. + +--- + +## Security and privacy considerations + +A few things to be aware of before you turn on OpenTelemetry export: + +- **User prompt content is included in events by default. **If your organization has policies against logging prompt content to your SIEM, configure filtering or redaction in your collector before routing events downstream. +- **Tool parameters may include sensitive values. **File paths, command arguments, and other tool inputs are exported in the tool_parameters field. Plan your retention and access policies accordingly. +- **User email addresses are included in event attributes. **If this is a concern, filter or redact at the collector. +- **Events are only exported when an admin configures an OTLP endpoint. **No data flows by default. + +--- + +## Joining OpenTelemetry data with the Compliance API + +Each Cowork OTel event includes a shared user account identifier you can use to correlate events with records from the **[Compliance API](https://support.claude.com/en/articles/13015708-access-the-compliance-api)**. This lets you build a unified view that combines real-time telemetry from OTel with longer-term records from Compliance API queries. + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Configure a custom OpenTelemetry collector for Office agents](https://support.claude.com/en/articles/14447276-configure-a-custom-opentelemetry-collector-for-office-agents) diff --git a/claude/team-and-enterprise-plans/billing/11526368-how-am-i-billed-for-my-enterprise-plan.md b/claude/team-and-enterprise-plans/billing/11526368-how-am-i-billed-for-my-enterprise-plan.md new file mode 100644 index 0000000000000000000000000000000000000000..e95b7e6d4648785963631d441a72c7374559aa03 --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/11526368-how-am-i-billed-for-my-enterprise-plan.md @@ -0,0 +1,155 @@ +--- +title: "How am I billed for my Enterprise plan?" +title_slug: "how-am-i-billed-for-my-enterprise-plan" +source_url: "https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan" +last_updated_iso: "2026-04-07T18:55:44Z" +article_id: "12525220" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# How am I billed for my Enterprise plan? + +_Last updated: 2026-04-07T18:55:44Z_ + +Enterprise plan billing has two parts: a fixed seat fee and separate usage charges. The seat fee covers platform access. Usage is billed on top of that, based on what your team actually consumes. + +How billing works depends on whether your organization is on a self-serve or sales-assisted Enterprise plan, and whether you're using the current single Enterprise seat or a legacy seat type. The sections below are organized by plan type—make sure you're reading the section that matches your setup. If you're unsure which plan type you're on, check with the person who set up your Enterprise account or contact your Anthropic account manager. Price and plans are subject to change at Anthropic's discretion. + +> **Important: **The main sections of this article describe the current Enterprise seat billing model, which applies to all new Enterprise plans (excluding HIPAA-ready plans). +> +> - If your organization was provisioned before the transition to the single Enterprise seat and you see **Chat** and **Chat + Claude Code** seat types in **[Organization settings > Organization](https://claude.ai/admin-settings/organization)**, skip to the **[Chat and Chat + Claude Code seats section](#h_f6aa4f4dd2)**. +> - **[HIPAA-ready Enterprise organizations](https://support.claude.com/en/articles/13296973-hipaa-ready-enterprise-plans)** are an exception: they are provisioned with separate Chat and Chat + Claude Code seat types and are not eligible for the single Enterprise seat billing model. +> - If your organization is on a seat-based plan with **Standard** and **Premium** seats, skip to the **[seat-based plans section](#h_3b87de90bd)**. +> - Chat-only seats and Standard/Premium seats are no longer available for new contracts—both legacy plan types are transitioning to the single Enterprise seat at their next renewal. + +--- + +## Seat fees + +All usage-based Enterprise plans (self-serve and sales-assisted) use the same seat pricing: **priced per user per month and billed annually**. + +The seat fee gives each person access to Claude on web, desktop, and mobile, plus Claude Code and Cowork, but doesn't include any usage. Every token your team consumes is billed separately at standard API rates. + +You're charged for the number of seats on your plan at the start of your annual billing cycle. If you add seats during your term, you're charged the prorated amount immediately for the remainder of the year. + +**Example:** Your annual plan starts January 1 with 50 seats. You are charged upfront for the seats. On April 1, you add 10 seats. You'll be charged immediately for the remaining months. + +> **Note:** Seats cannot be removed mid-term on self-serve Enterprise plans. For step-by-step instructions on purchasing, adding, and managing seats, see **[Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchasing-and-managing-seats-on-enterprise-plans)**. + +--- + +## Usage billing + +On usage-based Enterprise plans, usage is charged separately from your seat fee and is based on actual token consumption at standard API rates. For current per-model pricing, see our **[API pricing page](https://www.anthropic.com/pricing#api)**. + +How and when you're billed for usage depends on your plan type: + +#### Self-serve Enterprise + +Usage is purchased **upfront in credits**. Your credits draw down as your team uses Claude and Claude Code. When your credits run out, usage stops until an Owner or Primary Owner purchases more. Self-serve Enterprise plans are billed in USD only. If your organization needs to pay in another currency, **[contact our Sales team](https://claude.com/contact-sales)** to set up a sales-assisted plan. + +- After setup, Owners and Primary Owners can purchase additional credits at any time from **[Organization](https://claude.ai/admin-settings/organization)****[ settings > Usage](https://claude.ai/admin-settings/usage)**. +- All credits are shared across your organization — any team member can draw from the same pool. + +#### Sales-assisted Enterprise + +Usage is **billed monthly in arrears** based on your organization's actual consumption during each billing period. You'll receive a monthly invoice reflecting usage for that period. Speak with your account manager for questions about your usage invoices. + +--- + +## How usage works across your team + +Enterprise seats don't come with an individual token allowance. All usage across your organization is billed together at API rates, regardless of who consumed it. + +What this looks like in practice depends on your plan type: + +#### Self-serve Enterprise + +Everyone's usage draws from the same credit balance. One person's heavy usage depletes credits faster for everyone, so monitoring and spend limits matter here. When the balance hits zero, usage stops for the whole organization until an Owner purchases more. + +#### Sales-assisted Enterprise + +There's no balance to deplete. Everyone's usage is metered and added to the same monthly invoice. One person's heavy usage doesn't block anyone else — it just increases what shows up on the bill. If you want a ceiling, set spend limits. + +--- + +## Spend controls + +Owners and Primary Owners can set spending caps to manage your organization's consumption. This applies to both self-serve and sales-assisted plans. + +To configure spend controls, sign in as an Owner or Primary Owner and navigate to **[Organization](https://claude.ai/admin-settings/organization)****[ settings > Usage](https://claude.ai/admin-settings/usage)**. + +You can set caps at two levels: + +- **Organization level:** Maximum spend for all usage across your organization. +- **Individual level:** Maximum spend for a specific user. + +These limits work hierarchically — a user cannot exceed their individual limit or the organization limit, whichever is lower. + +On **self-serve plans**, spend caps work alongside your credit balance. If a user hits their individual cap or the organization cap, their usage will stop even if credits remain. Owners can adjust caps at any time. + +On **sales-assisted plans**, spend caps prevent usage from continuing past the cap threshold. If a cap is reached, usage stops until the next billing period begins or an owner raises the limit. + +**Owners can set limits to "unlimited,"** but consumption will still be billed. You cannot disable billing for usage — usage-based pricing is a core part of the Enterprise plan. + +--- + +## Monitoring usage and spend + +You can track your organization's usage and spending in a few places: + +- **Organization** **settings > Usage:** View month-to-date spending for each member, current spend cap status, and credit balance (self-serve plans). +- **Monthly invoices:** Detailed usage per user for the billing period (sales-assisted plans). +- **Spend limit notifications:** Alerts when users or your organization approach configured spending thresholds. + +--- + +## What happens when usage stops + +If usage stops on your Enterprise plan, here's how to resume: + +- **Self-serve plans:** If credits run out or a spend cap is reached, an Owner or Primary Owner can purchase additional credits or raise the spend cap from **[Organization](https://claude.ai/admin-settings/organization)****[ settings > Usage](https://claude.ai/admin-settings/usage)**. +- **Sales-assisted plans:** If a spend cap is reached, an Owner or Primary Owner can raise the cap, or usage will resume at the start of the next billing period. Contact your account manager with questions. + +--- + +## Chat and Chat + Claude Code seats + +> **Important:** Chat and Chat + Claude Code are legacy seat types that are no longer available for new Enterprise contracts. This section only applies to organizations that were provisioned with these seat types before the transition to the single Enterprise seat. If you recently signed a new Enterprise contract, the main sections of this article apply to you—your plan uses the single Enterprise seat. + +Some existing usage-based Enterprise organizations currently have two seat types with different pricing. If you see **Chat** and **Chat + Claude Code** seats in **[Organization settings > Organization](https://claude.ai/admin-settings/organization)**, this section applies to you. + +Seat fees are billed annually. Usage billing works the same way as described in the **[Usage billing section](#h_540cbc3861)** above: separately from seat fees, at API rates, and in arrears on sales-assisted plans. + +#### Transition to the single Enterprise seat + +> **Note:** **[HIPAA-ready organizations](https://support.claude.com/en/articles/13296973-hipaa-ready-enterprise-plans)** are provisioned with separate Chat and Chat + Claude Code seat types and are not eligible for the unified seat type. + +At your next contract renewal, your plan will automatically transition to the single Enterprise seat model. When that happens, all users — regardless of their current seat type — will move to the **Enterprise seat**. This seat includes Claude Code, Cowork, Chat and more. + +If you have questions about your upcoming renewal, reach out to your Anthropic Contact or **[our Sales team](https://claude.com/contact-sales)**. + +--- + +## Seat-based plans + +> **Important:** Standard and Premium are legacy seat types that are no longer available for new Enterprise contracts. This section only applies to organizations that were provisioned with these seat types before the transition to usage-based billing. If you recently signed a new Enterprise contract, the main sections of this article apply to you. + +Some Enterprise organizations are on older seat-based plans with **Standard** and **Premium** seats. These plans charge a flat monthly fee per seat that includes a usage allowance, which is a different model than the usage-based billing described above. + +If you see "Standard" and "Premium" seats in **[Organization settings > Organization](https://claude.ai/admin-settings/organization)**, this section applies to you. + +On seat-based plans, extra usage is available to allow team members to continue working after reaching their seat’s included limits. See **[Manage extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)** for details on how extra usage works and how it's billed on your plan. + +#### Transitioning to usage-based Enterprise + +At your next contract renewal, your plan will transition to the usage-based single Enterprise seat model described in this article. If you'd like to migrate before your renewal, reach out to your Anthropic Contact or **[our Sales team](https://claude.com/contact-sales)**. + +## Related Articles +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Manage extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans) +- [View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans) +- [Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/billing/12083917-change-your-team-plan-from-monthly-to-annual-billing.md b/claude/team-and-enterprise-plans/billing/12083917-change-your-team-plan-from-monthly-to-annual-billing.md new file mode 100644 index 0000000000000000000000000000000000000000..02106b89a0a58ce3023350463c2a0f996e736f39 --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/12083917-change-your-team-plan-from-monthly-to-annual-billing.md @@ -0,0 +1,30 @@ +--- +title: "Change your Team plan from monthly to annual billing" +title_slug: "change-your-team-plan-from-monthly-to-annual-billing" +source_url: "https://support.claude.com/en/articles/12083917-change-your-team-plan-from-monthly-to-annual-billing" +last_updated_iso: "2026-03-16T20:34:42Z" +article_id: "13376259" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# Change your Team plan from monthly to annual billing + +_Last updated: 2026-03-16T20:34:42Z_ + +Owners and Primary Owners of Team plans with monthly subscriptions can switch from the monthly plan to an annual plan by following these steps: + +1. Navigate to **[Organization settings > Billing](https://claude.ai/admin-settings/billing)** or **[claude.ai/upgrade](http://claude.ai/upgrade)**. +2. You’ll see a banner confirming your current monthly plan in your Billing settings; click the “Switch to Annual” button. +3. Or from /upgrade, click the “Switch to Annual plan” button: +4. The confirmation screen will display the total cost for your upgrade from monthly to annual billing: +5. Click “Confirm subscription.” +6. Your new annual Team plan will start immediately and you will be credited for any unused time on your previous monthly plan. + +## Related Articles +- [How do I sign up for the Pro plan?](https://support.claude.com/en/articles/8325609-how-do-i-sign-up-for-the-pro-plan) +- [Get started with the Team plan](https://support.claude.com/en/articles/9267247-get-started-with-the-team-plan) +- [How is my Team plan bill calculated?](https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated) +- [How to change your Pro plan from monthly to annual billing](https://support.claude.com/en/articles/10185996-how-to-change-your-pro-plan-from-monthly-to-annual-billing) +- [How do I sign up for the Max plan?](https://support.claude.com/en/articles/11049752-how-do-i-sign-up-for-the-max-plan) diff --git a/claude/team-and-enterprise-plans/billing/12997503-team-plan-billing-faqs.md b/claude/team-and-enterprise-plans/billing/12997503-team-plan-billing-faqs.md new file mode 100644 index 0000000000000000000000000000000000000000..b656cb790d9631bbf264bf5fbe4991b1fb23d698 --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/12997503-team-plan-billing-faqs.md @@ -0,0 +1,67 @@ +--- +title: "Team plan billing FAQs" +title_slug: "team-plan-billing-faqs" +source_url: "https://support.claude.com/en/articles/12997503-team-plan-billing-faqs" +last_updated_iso: "2026-03-16T21:37:00Z" +article_id: "14749106" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# Team plan billing FAQs + +_Last updated: 2026-03-16T21:37:00Z_ + +## What payment methods can I use to pay for the Team plan? + +Accepted payment methods are credit, debit, or prepaid cards. Other forms of payment, including ACH bank transfers, are not accepted at this time. + +## How do I update my billing information and payment method? + +An organization Owner can update your Team plan’s payment method by navigating to **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**. + +> **Note:** Your billing address determines your tax jurisdiction. See **[Understanding your billing address and tax calculation](https://support.claude.com/en/articles/12997130-understanding-your-billing-address-and-tax-calculation)** for details on how to view or update your billing address. + +## How can I change my billing email address? + +Your organization's billing address determines where your invoices are sent. You can request to change this email address, or add additional billing email addresses, by **[contacting our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support)**. Note that an organization Owner must authorize any changes to your billing address. For additional invoice recipients, the account Owner must be copied on the request. Once approved, all future invoices will be sent to the new email address(es). + +## How can I use a different name on my invoices? + +If you want to use a name other than the one tied to your payment method, an organization Owner should check the "Use a different name on invoices" box when adding or updating your payment method in **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**: + + + +## When will I be billed? + +Your payment method on file will be charged at the beginning of your billing cycle. The amount will be based on the number of members on your team at the beginning of the billing cycle. If you add or remove members from your team during the billing cycle, you will be credited or charged the prorated amount immediately. See **[How is my Team plan bill calculated?](https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated)** for more information about Team plan pricing. + +## Where can I find the invoice or receipt for my Team plan payment? + +An organization owner can follow these steps to access invoices: + +1. Navigate to **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**. +2. Find the **Invoices** section. +3. Click the "View" button next to the invoice you want to open. +4. A new Stripe tab will open. +5. Click "Download invoice." + +All invoices are automatically emailed to your organization's billing email address(es), so recipients can also search using the subject line "Your receipt from Anthropic" to find previous invoice emails. + +## My organization is tax-exempt; how can I remove the tax from our monthly invoices for our Team plan account? + +It's not currently possible to create a tax-exempt Team plan account while signing up. However, after subscribing to the Team plan, you can send your tax-free verification document to our Support team for review. After our Billing team reviews the document, we can manually mark your billing account as exempt and issue a credit note to refund any tax charges. + +Please click on the message icon in the bottom right of our Help Center to contact our Support team and share the relevant documentation. + +## My Team plan access is no longer active and I want to resubscribe. + +An organization owner can resubscribe for Team plan access by navigating to **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**. + +## Related Articles +- [Paid Plan Billing FAQs](https://support.claude.com/en/articles/8325618-paid-plan-billing-faqs) +- [How is my Team plan bill calculated?](https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated) +- [Add or update your Team plan's tax or VAT ID](https://support.claude.com/en/articles/9927624-add-or-update-your-team-plan-s-tax-or-vat-id) +- [Understanding your billing address and tax calculation](https://support.claude.com/en/articles/12997130-understanding-your-billing-address-and-tax-calculation) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/billing/9267289-how-is-my-team-plan-bill-calculated.md b/claude/team-and-enterprise-plans/billing/9267289-how-is-my-team-plan-bill-calculated.md new file mode 100644 index 0000000000000000000000000000000000000000..43a5aabe83b1bc9048935aac7768f97a791dcf88 --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/9267289-how-is-my-team-plan-bill-calculated.md @@ -0,0 +1,71 @@ +--- +title: "How is my Team plan bill calculated?" +title_slug: "how-is-my-team-plan-bill-calculated" +source_url: "https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated" +last_updated_iso: "2026-04-07T18:53:34Z" +article_id: "9465073" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# How is my Team plan bill calculated? + +_Last updated: 2026-04-07T18:53:34Z_ + +Prices shown are for US customers and exclude applicable taxes. Pricing, currency, and tax handling vary by region. Visit **[claude.ai/upgrade](http://claude.ai/upgrade)** to see current pricing for your location. + +For current pricing by seat type and billing interval, see **[What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan)** + +For information on seat types and what's included, see **[Purchasing and managing seats on Team plans](https://support.claude.com/en/articles/12004354-purchasing-and-managing-seats)**. + +--- + +## How does adding or removing members affect my bill? + +**Adding members or upgrading seats:** You will be charged the prorated amount immediately. + +**Removing members:** You will not receive an immediate credit or refund. The seat becomes available to assign to another member. + +For instructions to add and remove members, see **[Managing members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-managing-members-on-team-and-enterprise-plans)**. + +--- + +## Extra usage + +If extra usage is enabled, your bill may include charges for usage beyond seat limits. See this article for more information: **[Extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)**. + +--- + +## Billing examples + +#### Annual plan example + +On January 1 (the start date of your annual subscription), your annual plan has 10 standard seats. The amount charged would be $2,400 ($20 × 10 seats × 12 months) due on January 1st. + +On April 1st, you decide to upgrade five of the existing standard seats to premium seats. Since there are 275 days remaining in your subscription year, the prorated cost for the seat upgrades would be: ($80 × 5 seats × 12 months) × (275 days ÷ 365 days in the year) = $3,616.44. Your payment method will be charged $3,616.44 on April 1st for the seat upgrades for the remainder of the subscription year. + +If you remove members during your subscription year, their seats will become available to assign to other team members. + +Taxes are not included in this example. + +#### Monthly plan example + +On January 1 (the first day of your billing cycle), your Team plan has 10 standard seats. The amount charged would be $250 ($25 × 10 seats) due on January 1st. + +On January 15th, you decide to upgrade five standard seats to premium seats. Since there are 16 days remaining in January, the prorated cost for the seat upgrades would be: ($100 × 5 seats × 16 days) ÷ 31 days in January = $258.06. Your payment method will be charged $258.06 on January 15th for the seat upgrades in January. + +You will be charged for the number of members on your team at the beginning of each billing cycle. If you remove members in the middle of a billing cycle, their seats will become available to assign to other team members. + +Taxes are not included in this example. + +> **Note:** The "Projected total" displayed on **[your organization’s Billing page](https://claude.ai/admin-settings/billing)** is not inclusive of taxes. + +Price and plans are subject to change at Anthropic's discretion. + +## Related Articles +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [Cancel your organization's Team plan subscription](https://support.claude.com/en/articles/9267323-cancel-your-organization-s-team-plan-subscription) +- [How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan) +- [Purchase and manage seats on Team plans](https://support.claude.com/en/articles/12004354-purchase-and-manage-seats-on-team-plans) +- [Team plan billing FAQs](https://support.claude.com/en/articles/12997503-team-plan-billing-faqs) diff --git a/claude/team-and-enterprise-plans/billing/9267323-cancel-your-organization-s-team-plan-subscription.md b/claude/team-and-enterprise-plans/billing/9267323-cancel-your-organization-s-team-plan-subscription.md new file mode 100644 index 0000000000000000000000000000000000000000..e18d3e08a681f8b00eb605496e95d9c16249eaf6 --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/9267323-cancel-your-organization-s-team-plan-subscription.md @@ -0,0 +1,25 @@ +--- +title: "Cancel your organization's Team plan subscription" +title_slug: "cancel-your-organizations-team-plan-subscription" +source_url: "https://support.claude.com/en/articles/9267323-cancel-your-organization-s-team-plan-subscription" +last_updated_iso: "2026-03-16T20:33:58Z" +article_id: "9465114" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# Cancel your organization's Team plan subscription + +_Last updated: 2026-03-16T20:33:58Z_ + +An Owner or Primary Owner can cancel Team plan access by navigating to **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**. Canceling your Team plan subscription means that your organization won't be charged for the next billing cycle. Your team will continue to have access to Claude until the end of the current billing cycle. + +Removing a member from your Team plan ends their access immediately. If the removed member occupied an additional seat beyond the five members included by default, you will receive a prorated credit for the current billing cycle. If there are less than five current members, you can still add up to five members until the end of the billing cycle. For all other membership changes, you would need to resubscribe. + +## Related Articles +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [Get started with the Team plan](https://support.claude.com/en/articles/9267247-get-started-with-the-team-plan) +- [Purchase and manage seats on Team plans](https://support.claude.com/en/articles/12004354-purchase-and-manage-seats-on-team-plans) +- [Team plan billing FAQs](https://support.claude.com/en/articles/12997503-team-plan-billing-faqs) +- [Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/billing/9927624-add-or-update-your-team-plan-s-tax-or-vat-id.md b/claude/team-and-enterprise-plans/billing/9927624-add-or-update-your-team-plan-s-tax-or-vat-id.md new file mode 100644 index 0000000000000000000000000000000000000000..3ff668614cb6cfa2c10d7c7c9b36faa03efc045b --- /dev/null +++ b/claude/team-and-enterprise-plans/billing/9927624-add-or-update-your-team-plan-s-tax-or-vat-id.md @@ -0,0 +1,46 @@ +--- +title: "Add or update your Team plan's tax or VAT ID" +title_slug: "add-or-update-your-team-plans-tax-or-vat-id" +source_url: "https://support.claude.com/en/articles/9927624-add-or-update-your-team-plan-s-tax-or-vat-id" +last_updated_iso: "2026-03-16T20:34:45Z" +article_id: "10362604" +breadcrumbs: + - "Team and Enterprise plans" + - "Billing" +--- + +# Add or update your Team plan's tax or VAT ID + +_Last updated: 2026-03-16T20:34:45Z_ + +## Add your tax or VAT ID during signup + +When you sign up for a Team plan, you may have the option to enter your Tax or VAT ID depending on your location: + +1. During the signup process, enter your address information. +2. If your address is eligible for tax purposes, an optional field for your Tax or VAT ID will appear. +3. Enter your Tax or VAT ID in the provided field. +4. If the ID is entered correctly, you'll be able to proceed with your signup. + +> **Important**: If you're signing up as a business and want to use a name other than the one tied to your payment method, an organization Owner should check the "Use a different name on invoices" box when adding or updating your payment method in **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**. Then, enter your company name in the "Bill to" field to ensure it is reflected correctly on your invoice. + +## Update your tax or VAT ID after signup + +> **Note**: Updates to your billing details will only apply to future billing cycles. Previously completed invoices cannot be updated retroactively. + +If you need to add or update your Tax or VAT ID after you've already signed up, follow these steps: + +1. Navigate to your **[Billing Settings](https://claude.ai/settings/billing)**. +2. Click on the "Update" button next to your payment method. +3. In the payment update form, you should see a field to enter or update your Tax or VAT ID. +4. Enter or modify your Tax or VAT ID as needed. +5. Save your changes. + +> **Note:** Your billing address determines your tax jurisdiction. See **[Understanding your billing address and tax calculation](https://support.claude.com/en/articles/12997130-understanding-your-billing-address-and-tax-calculation)** for details on how to view or update your billing address. + +## Related Articles +- [Paid Plan Billing FAQs](https://support.claude.com/en/articles/8325618-paid-plan-billing-faqs) +- [Add or update your paid Claude account’s tax or VAT ID](https://support.claude.com/en/articles/9889408-add-or-update-your-paid-claude-account-s-tax-or-vat-id) +- [Add or update your Claude Console organization's tax or VAT ID](https://support.claude.com/en/articles/9889428-add-or-update-your-claude-console-organization-s-tax-or-vat-id) +- [Understanding your billing address and tax calculation](https://support.claude.com/en/articles/12997130-understanding-your-billing-address-and-tax-calculation) +- [Team plan billing FAQs](https://support.claude.com/en/articles/12997503-team-plan-billing-faqs) diff --git a/claude/team-and-enterprise-plans/capabilities/12489464-use-enterprise-search.md b/claude/team-and-enterprise-plans/capabilities/12489464-use-enterprise-search.md new file mode 100644 index 0000000000000000000000000000000000000000..7238706985d337593c1aa1a075635d1924453b89 --- /dev/null +++ b/claude/team-and-enterprise-plans/capabilities/12489464-use-enterprise-search.md @@ -0,0 +1,270 @@ +--- +title: "Use enterprise search" +title_slug: "use-enterprise-search" +source_url: "https://support.claude.com/en/articles/12489464-use-enterprise-search" +last_updated_iso: "2026-03-16T20:33:51Z" +article_id: "13926784" +breadcrumbs: + - "Team and Enterprise plans" + - "Capabilities" +--- + +# Use enterprise search + +_Last updated: 2026-03-16T20:33:51Z_ + +> Enterprise search capabilities are available for users on Claude for Work (Team and Enterprise) plans. + +Enterprise search adds a dedicated project for searching across your organization's knowledge sources with optimized instructions and seamless connector integrations. + +## What is enterprise search? + +We’ve added a pre-configured “Ask Your Org” [project](https://support.claude.com/en/articles/9517075-what-are-projects) that appears in your sidebar. This project is designed specifically for unified knowledge access across your company's tools and data sources. This dedicated workspace provides: + +- **Guided setup:** Easy onboarding flow for connecting your work apps. +- **Organization-wide availability:** Available to all members of your organization after an Owner completes the initial setup process. + - Owners can control which apps are connected to the project. + - Users need to authenticate with the connected apps before they can start using them. +- **Optimized instructions:** Specialized system prompts maintained by Anthropic for effective searches. +- **Unified access:** Search across multiple data sources (Slack, Microsoft 365, and more) in one place. + +--- + +## Get started + +#### For Owners + +The enterprise search project is enabled by default for all Team and Enterprise plan organizations within Admin settings, but Owners will need to complete this initial setup process before other members can use it: + +1. Click “Ask Your Org” in the menu on the left of your screen. +2. Click the “Set up for your org” button to continue or “Disable” to turn the project off for your team. +3. If setting up the project, you’ll be prompted to connect some tools to the project. + 1. You are required to choose a connector for both **Documents** and **Chat**; **Email** is recommended but optional. + 2. Only enabled connectors will be available in the enterprise search project. +4. Click “+ Add more” to set up any other tools your team needs. + 1. Choose between “Select another MCP” to open the Connectors directory, or “+ Add custom connector” +5. Click “Next” when you’re finished. +6. On the last screen, you can edit the name of your project. The format will be “Ask [Name field],” so whatever you enter here will impact what shows on the left panel. +7. Enter a description, then click “Finish set up.” + +If you decide to stop using the project after setting it up, an Owner will need to manually disable this feature organization-wide to remove it from users’ accounts: + +1. Navigate to **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. +2. Locate "Ask Your Org" +3. Click the “Disable” button to turn the feature off. + +#### For users + +The enterprise search project will be starred in your sidebar by default when the feature is enabled for your organization. + +**First-time setup:** + +1. Click on the "Ask {org name}" project in your sidebar. +2. Follow the guided onboarding flow to connect to recommended services. +3. Authenticate with the services you want to search (Slack, Google, Microsoft 365). + 1. The more connectors you enable, the more comprehensive your search results will be. +4. Start asking Claude questions about your organization’s knowledge. + +## Customize your enterprise search project + +**Connecting additional tools:** + +After initial setup, you can enable additional connectors in your search project by clicking “Connect” in the **Instructions** section and allowing access to the tools and connectors shown in the modal. + +**To unstar or hide the project:** + +1. Click the “...” next to the project in your sidebar +2. Select "Unstar" + +**To adjust connected tools:** + +1. Open the search project. +2. Click "Search and tools" in the lower left. +3. Enable or disable specific connectors. +4. Changes apply to new conversations in the project. + +--- + +## How does enterprise search work? + +When you ask a question within your organization’s dedicated project, Claude searches across all your connected data sources to generate comprehensive, well-cited responses. + +**Example queries:** + +- "What is our company's remote work policy?" +- "Summarize discussions about the Q4 product roadmap." +- "Find information about our customer onboarding process." +- "What were the key decisions from last week's leadership meetings?" + +Claude will search your connected tools—such as SharePoint documents, Slack conversations, Gmail threads, and Google Drive files—and synthesize information into a unified response with source citations. + +## Compare enterprise search to standard projects + +## Use cases + +Enterprise Search is particularly valuable for: + +**Executive briefings:** + +- "What happened yesterday while I was out?" +- "Summarize key updates across the business" + +**Project research:** + +- "What are the main reasons customers cite for why they pick our competitors?" +- "What are the current blockers on the Infrastructure project?" + +**Policy and process questions:** + +- "What is our vacation policy?" +- "How do I submit an expense report?" + +**Onboarding:** + +- "How does our authentication system work?" +- "Who should I talk to, to learn about X?" + +**Performance reviews:** + +- "Find discussions and documents related to [employee]'s Q3 projects" +- "Summarize team contributions to the Platform initiative" + +--- + +## Privacy and permissions + +- **Permission-aware:** You only see search results from data you have permission to access in the original systems. +- **User-level authentication for connectors:** Each user authenticates with their own credentials to enable connectors. +- **No external indexing: **Search results are generated by making MCP calls. No data from connected services are indexed in our systems for serving queries. +- **Data security:** All data access follows your organization's existing security controls and policies. + +## Best practices + +**Be specific about sources:** Instead of "Find information about the product launch,” try "Search Slack and Google Drive for discussions about the Q4 product launch." + +**Use date ranges:** "Summarize emails from last week about the budget review." + +**Combine multiple sources:** "Compile information from SharePoint documents, Slack discussions, and meeting notes about our hiring process." + +**Break complex queries into steps:** For thorough research, ask Claude to search one source at a time, then synthesize findings. + +--- + +## Troubleshooting + +#### The search project isn't appearing in my sidebar + +- Verify you’re using a Team or Enterprise plan.. +- Have an Owner check that the feature is enabled for your organization. +- Try refreshing your browser or signing out and back in. + +#### I can't connect a recommended connector + +- Check that an Owner has enabled the connector at the organization level. +- Confirm that you have an active account with the service. +- Ensure your organization's policies don't block third-party integrations. +- Make sure you've completed the authentication flow properly. +- Contact your administrator or IT department if problems persist. + +#### My search results seem incomplete + +- Verify you've connected the relevant services through the onboarding flow. +- Check that you've authenticated successfully with each connected service. +- Confirm you have permissions to access the content in the original systems. +- Try being more specific about which tools to search or what information you need. +- Narrow your search with date ranges or specific keywords. +- Break complex queries into smaller, focused sections. + +#### Connected tools aren't working + +- Revisit [Settings > Connectors](http://claude.ai/settings/connectors) to verify authentication status. +- Try disconnecting and reconnecting the problematic connector. +- Check if the connector was recently disabled at the organization level. + +#### Claude is responding slowly in my search project – what should I do? + +**Possible causes:** + +- Searching across many large data sources takes time +- Network connectivity issues +- High load on connected services + +**Try:** + +- Narrowing your search scope +- Searching one tool at a time +- Being more specific about what you're looking for + +#### What happens if a connector stops working? + +If a connector fails: + +1. The dedicated project will search remaining connected tools. +2. You'll see a notice about the failed connector. +3. Try reconnecting the tool through [Settings > Connectors](http://claude.ai/settings/connectors). +4. Contact an organization Owner if the issue persists. + +## + +--- + +## Frequently asked questions + +#### Can I add my own custom connectors to the search project? + +Yes. You can add connectors available through [Settings > Connectors](http://claude.ai/settings/connectors), and you can also add custom connectors if permitted by your organization. The guided onboarding recommends a few connectors, but you're not limited to those. + +For more information, refer to[ Getting Started with Custom Connectors Using Remote MCP](https://support.claude.com/en/articles/11175166-getting-started-with-custom-connectors-using-remote-mcp). + +#### Can I use enterprise search on mobile or desktop apps? + +The search project mirrors the availability of regular projects and is fully functional on the Claude web app, Claude Desktop, and Claude Mobile (iOS/Android). + +#### Will using the search project count against my usage limits? + +Yes. Search queries within the project count toward your plan's standard usage limits, just like other projects and conversations. + +#### How is this feature different from using Research? + +**Research**: + +- Designed for deep, multi-step research on specific topics +- Performs extensive web and internal data searches automatically +- Takes longer and may use more messages +- Best for complex research projects + +**Enterprise search:** + +- Optimized for quick knowledge retrieval +- Searches internal sources you've connected +- Faster responses for finding specific information +- Best for everyday knowledge access + +See [When should I use web search, extended thinking, and Research?](https://support.claude.com/en/articles/11095361) for more guidance. + +#### What data can Claude access in my search project? + +Claude can only access data within the project that: + +1. Comes from connectors you've individually added and authenticated to. +2. You have permission to view within the original systems. +3. Is potentially relevant based on your search queries. + +#### Does everyone in my organization see the same search results? + +No. Search results are permission-aware. You only see data that you have permission to access in each connected system. + +#### Is my search history visible to others? + +No. Conversations within your search project are private to you unless you choose to manually share them, just like other conversations with Claude. However, on Enterprise plans, conversations follow your [organization's data retention policies](https://support.claude.com/en/articles/10440198-custom-data-retention-controls-for-enterprise-plans). + +#### How long are search results retained? + +Search results are retained with their associated chats. You can delete search data by deleting the associated conversation. Enterprise organizations may have custom data retention policies that apply to all conversations, including those within the search project. Check with your organization Owner for details. + +## Related Articles +- [Use Google Workspace connectors](https://support.claude.com/en/articles/10166901-use-google-workspace-connectors) +- [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) +- [Use connectors to extend Claude's capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities) +- [Use interactive connectors in Claude](https://support.claude.com/en/articles/13454812-use-interactive-connectors-in-claude) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) diff --git a/claude/team-and-enterprise-plans/capabilities/13119606-provision-and-manage-skills-for-your-organization.md b/claude/team-and-enterprise-plans/capabilities/13119606-provision-and-manage-skills-for-your-organization.md new file mode 100644 index 0000000000000000000000000000000000000000..37ef40b7a9ad5d6167a25c6ed9385422d91dbebe --- /dev/null +++ b/claude/team-and-enterprise-plans/capabilities/13119606-provision-and-manage-skills-for-your-organization.md @@ -0,0 +1,114 @@ +--- +title: "Provision and manage Skills for your organization" +title_slug: "provision-and-manage-skills-for-your-organization" +source_url: "https://support.claude.com/en/articles/13119606-provision-and-manage-skills-for-your-organization" +last_updated_iso: "2026-04-09T02:15:27Z" +article_id: "14902443" +breadcrumbs: + - "Team and Enterprise plans" + - "Capabilities" +--- + +# Provision and manage Skills for your organization + +_Last updated: 2026-04-09T02:15:27Z_ + +This article explains how organization owners can provision skills for all users in their organization. Provisioning skills to your team allows you to distribute approved workflows and capabilities across your entire organization from a central location. + +> Organization-wide skill management is available to Team and Enterprise plans. + +## Prerequisites + +Before you can provision skills for your organization, you must enable two capabilities by toggling them on: + +1. **Code execution and file creation** in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)** +2. **Skills** in **[Organization settings > Skills](https://claude.ai/admin-settings/skills)** + +Skills require code execution to function, so if code execution is disabled, skills will not be available. + +--- + +## Provision skills for your organization + +When you upload a skill through organization settings, it automatically becomes available to all users in your organization in **[Customize > Skills](https://claude.ai/customize/skills)**. This means that individual users no longer need to manually upload the same skills. + +**To provision a skill:** + +1. Navigate to **[Organization settings > Skills](https://claude.ai/admin-settings/skills)**. +2. In the **Organization skills** section, click "+ Add." +3. Select a .zip file containing your skill (must include a SKILL.md file). +4. The skill is immediately provisioned to all users in your organization. + +Admin-provisioned skills are enabled by default for everyone in your organization, but users can still toggle individual skills off if they choose. This gives organizations consistent, approved workflows across teams while letting individual users customize their experience. + +--- + +## Control skill sharing between members + +In addition to provisioning skills top-down, you can let members share skills they've built with each other. Two independent toggles control this: + +- **Skill sharing:** Members can share a skill with specific colleagues. Recipients see the skill in the **Shared with you** section of their skills list. +- **Share with organization:** Members can publish a skill to the organization directory, where anyone can find and install it. + +Both toggles are off by default. You can enable either or both in **[Organization settings > Skills](http://claude.ai/admin-settings/skills)**. + +> **Note:** Shared skills are view-only. Recipients can enable and use a shared skill but can't edit its contents. Group sharing and edit permissions are planned for a future release. + +#### How shared skills differ from provisioned skills + +> **Important:** There's no approval workflow for org-wide sharing. If you enable **Share with organization**, any member can publish a skill to the directory without review. Consider enabling peer-to-peer sharing only if this is a concern. + +#### Monitor sharing activity + +Skill sharing events are captured in the audit log and Compliance API as `role_assignment` events. You can see who shared a skill, with whom, and whether it was peer-to-peer or organization-wide. + +The audit log doesn't capture the contents of shared skills—only the share event itself. There's no admin dashboard to browse or inspect the contents of skills shared between members. + +--- + +## How members see provisioned and shared skills + +Skills appear for each member in **[Customize > Skills](https://claude.ai/customize/skills)**, organized into three sections: + +- **Personal skills:** Skills the member has created or uploaded. +- **Shared with you:** Skills colleagues have shared directly with a member. These appear grayed out until enabled. +- **Organization skills:** Skills an owner has provisioned and skills members have shared organization-wide. Members install these from the directory. + +Owner-provisioned skills are marked with a visual indicator so members can distinguish them from other skill types. Members can click on any skill to preview its contents and description. + +For more on how members browse and install from the directory, see **[Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory)**. + +--- + +## How users see provisioned skills + +Skills provisioned by an organization owner will appear for each user in **[Customize > Skills](https://claude.ai/customize/skills)** alongside Anthropic skills and any skills they've uploaded themselves. + +These skills are marked with a visual indicator so users can distinguish them from other skill types. Users can click on any skill to preview its contents and description. + +--- + +## Manage and remove provisioned skills + +The **Organization skills** section in **[Organization settings > Skills](https://claude.ai/admin-settings/skills)** displays all skills that have been provisioned for your organization. You can use search and section headings to navigate your provisioned skills. + +To remove a skill from your organization, locate it in the **Organization skills** list and select the option to remove it. Once removed, the skill will no longer appear in users' Skills lists in **[Customize > Skills](https://claude.ai/customize/skills).** + +> **Note: **Only owners can add or remove organization-wide skills. Individual users cannot delete provisioned skills, though they can toggle them off for their own use. + +--- + +## Best practices + +- **Test skills before provisioning: **Upload and test skills on your own account first to verify they work as expected before distributing them organization-wide. +- **Use descriptive names: **Give skills clear names that help users understand their purpose at a glance. +- **Write clear descriptions: **The skill's description helps Claude determine when to use it automatically. Ensure descriptions accurately reflect what the skill does. +- **Consider default status carefully: **Enable skills by default when they're broadly useful to most users. Use disabled by default for specialized skills that only some team members need. +- **Decide on sharing deliberately:** Peer-to-org sharing has no approval step. If you want to review skills before they reach everyone, keep org-wide sharing off and ask members to submit skills to an owner for provisioning instead. + +## Related Articles +- [What are Skills?](https://support.claude.com/en/articles/12512176-what-are-skills) +- [Use Skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Manage Claude Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-claude-cowork-plugins-for-your-organization) +- [Browse skills, connectors, and plugins in one directory](https://support.claude.com/en/articles/14328846-browse-skills-connectors-and-plugins-in-one-directory) diff --git a/claude/team-and-enterprise-plans/capabilities/13455879-use-claude-cowork-on-team-and-enterprise-plans.md b/claude/team-and-enterprise-plans/capabilities/13455879-use-claude-cowork-on-team-and-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..00a9a390806304b469c05d95977f10b3086c08fa --- /dev/null +++ b/claude/team-and-enterprise-plans/capabilities/13455879-use-claude-cowork-on-team-and-enterprise-plans.md @@ -0,0 +1,141 @@ +--- +title: "Use Claude Cowork on Team and Enterprise plans" +title_slug: "use-claude-cowork-on-team-and-enterprise-plans" +source_url: "https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans" +last_updated_iso: "2026-04-15T17:45:37Z" +article_id: "15413479" +breadcrumbs: + - "Team and Enterprise plans" + - "Capabilities" +--- + +# Use Claude Cowork on Team and Enterprise plans + +_Last updated: 2026-04-15T17:45:37Z_ + +This article explains important limitations and considerations for Team and Enterprise organizations using Claude Cowork. + +## Availability + +Claude Cowork is available as a research preview for paid plans (Pro, Max, Team, Enterprise) on: + +- **Claude Desktop for macOS** + - **[Click here](https://claude.ai/api/desktop/darwin/universal/dmg/latest/redirect)** to download +- **Claude Desktop for Windows** + - **Windows users:** Cowork requires the latest version of Claude for Windows. Download or update at **[claude.com/download](https://claude.com/download)**. + +--- + +## Admin controls + +Claude Cowork will be on by default when the research preview launches, but organization owners can manually disable it. + +**How to enable or disable Cowork:** + +1. Log in to your Team or Enterprise organization as an Owner or Primary Owner. +2. Navigate to **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. +3. Locate the **Cowork** toggle. +4. Toggle off to disable Cowork for all users in your organization. + +> **Note:** This is an organization-wide setting. Granular controls by user or role are not currently available. + +#### Plugins + +Plugins are included with Cowork and controlled by the same admin toggle—there's no separate setting to manage plugin access within Cowork. + +For details on what members can do with plugins, see **[Use plugins in Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-cowork)**. + +--- + +## Projects + +Projects in Cowork let users organize tasks into dedicated workspaces with their own files, links, instructions, and memory. Projects are available to all Cowork users. There are no separate admin controls for projects, so owners cannot restrict project creation at the organization level at this time. + +Project data (tasks and memory) is stored locally on each user's computer, consistent with how other Cowork data is handled. For full details, see **[Organize your tasks with projects in Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-cowork).** + +--- + +## Manage plugins for your organization + +Owners can create plugin marketplaces to distribute curated plugins across their organization. This gives you control over which plugins your team members see and use in Cowork. + +- **Installed by default** — Automatically added for everyone in your organization. Members can uninstall if they choose. +- **Available** — Appears in the plugin catalog for members to install on their own. +- **Required** — Automatically installed for all members. Members cannot uninstall it. +- **Not available** — Hidden from the catalog. Useful for staging or deprecating plugins. + +On Enterprise plans, admins can also override these preferences for specific groups—for example, auto-installing a plugin for one team while hiding it from everyone else. For details, see **[Manage Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)**. + +--- + +## Company branding + +Cowork now surfaces your organization's branding, including a redesigned home screen tailored to your team. Team and Enterprise owners can configure branding within **Organization settings**. + +--- + +## Compliance and monitoring limitations + +Cowork currently lacks several enterprise monitoring and compliance capabilities. These limitations are important to understand before enabling Cowork for your organization. + +#### No audit logging or data exports + +Cowork activity is **not captured** in: + +- Audit Logs +- Compliance API +- Data Exports + +If your organization requires audit trails for compliance purposes, do not enable Cowork for regulated workloads. + +#### OpenTelemetry support + +Team and Enterprise owners can stream Cowork events to your SIEM and observability tools through OpenTelemetry. This gives security teams visibility into tool calls, file access, human approval decisions, and more—though it doesn't replace audit logging for compliance purposes. For setup, supported events, and security considerations, see **[Monitor Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-cowork-activity-with-opentelemetry).** + +You can also refer to **[Monitoring](https://claude.com/docs/cowork/monitoring)** in our Claude Docs for more information. + +#### Cowork architecture controls + +Enterprise admins can configure how Cowork's sandbox runs on member devices, including the option to require that all Cowork activity execute inside a virtual machine. For details, see **[Configure Claude Cowork's sandbox for your Enterprise organization](https://support.claude.com/en/articles/14479288-configure-cowork-s-sandbox-for-your-organization).** + +#### Local conversation storage + +Cowork stores conversation history locally on users' computers. This data is not subject to Anthropic's standard **[data retention policies](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)** and cannot be centrally managed or exported by admins. + +#### Access controls + +The Cowork toggle is organization-wide — either all members have access or none do. On Enterprise plans, admins who need per-team control can use **[groups and custom roles](https://support.claude.com/en/articles/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans)** to selectively enable Cowork for specific users or teams. Team plans don't have access to these controls, so Cowork remains all-or-nothing. + +Within Cowork, admins have more granular control over plugins. You can set per-plugin installation preferences to control which plugins are auto-installed, available for self-service, or hidden from your organization's catalog. On Enterprise plans, these preferences can also be customized per group. See **[Manage plugins for your organization](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)** for details. + +--- + +## Security considerations + +#### Prompt injection risks + +Cowork has unique risks due to its agentic nature and internet access. While we've implemented safety measures including model training and content classifiers, the risk of prompt injection attacks is non-zero. + +Users should: + +- Avoid granting access to files with sensitive information +- Monitor Claude for suspicious actions +- Limit browser and web access to trusted sources +- Report suspicious behavior immediately + +For detailed guidance, see **[Use Cowork safely](https://support.claude.com/en/articles/13364135-use-cowork-safely)**. + +#### Network access + +Cowork respects your organization's current network egress permissions. Review your network access settings in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)** under **Code execution** before enabling Cowork. + +Network settings are applied when a new Cowork session is created. If you change the network access mode or add domains to the allowlist while a conversation is already active, those changes will not take effect in that session. Start a new conversation for the updated settings to apply. + +> **Important:** Network egress permissions don't apply to the **[web search tool](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)** or MCPs, including Claude in Chrome.* *Team or Enterprise plan owners can turn off web search for Cowork and Chat in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**, or Claude in Chrome via **[Organization settings > Claude in Chrome](http://claude.ai/admin-settings/browser-extension).** + +## Related Articles +- [Get started with Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) +- [Use Claude Cowork safely](https://support.claude.com/en/articles/13364135-use-claude-cowork-safely) +- [Manage Claude Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-claude-cowork-plugins-for-your-organization) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry) diff --git a/claude/team-and-enterprise-plans/capabilities/13663666-use-visual-and-interactive-content-on-team-and-enterprise-plans.md b/claude/team-and-enterprise-plans/capabilities/13663666-use-visual-and-interactive-content-on-team-and-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..e330a58909f0aa283e2b9ed7e8336e8d1d4676c4 --- /dev/null +++ b/claude/team-and-enterprise-plans/capabilities/13663666-use-visual-and-interactive-content-on-team-and-enterprise-plans.md @@ -0,0 +1,35 @@ +--- +title: "Use visual and interactive content on Team and Enterprise plans" +title_slug: "use-visual-and-interactive-content-on-team-and-enterprise-plans" +source_url: "https://support.claude.com/en/articles/13663666-use-visual-and-interactive-content-on-team-and-enterprise-plans" +last_updated_iso: "2026-03-16T20:32:57Z" +article_id: "15760718" +breadcrumbs: + - "Team and Enterprise plans" + - "Capabilities" +--- + +# Use visual and interactive content on Team and Enterprise plans + +_Last updated: 2026-03-16T20:32:57Z_ + +Maps and image search results are enabled by default on Team plans. On Enterprise plans, these features are off by default — an Owner or Primary Owner can enable them in **[Organization settings > Capabilities](https://claude.ai/admin-settings/capabilities)**. + +When these features are active, some data is shared with third-party services. For more information, see **[Visual and interactive content](https://support.claude.com/en/articles/13641943-visual-and-interactive-content)**. + +## How is your information processed by Google? + +Maps and weather content is powered by Google Maps. Users’ prompts aren't sent to Google — instead, Claude transforms queries into generic search requests. Google also receives users’ IP addresses and, if they’ve consented, their location data to return relevant results. Data sent to Google is subject to **[Google's privacy policy](https://policies.google.com/privacy)**. + +## How is your information processed by Bing? + +Image results are powered by Bing Image Search. Users’ prompts aren’t sent to Bing — instead, Claude transforms queries into generic search requests. If users click a URL associated with an image, anonymized click data is also sent to Bing. Data sent to Bing is subject to **[Microsoft's privacy policy](https://privacy.microsoft.com/en-us/privacystatement)**. + +Interactive inputs don't involve third-party services. + +## Related Articles +- [Use Google Workspace connectors](https://support.claude.com/en/articles/10166901-use-google-workspace-connectors) +- [Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search) +- [Use enterprise search](https://support.claude.com/en/articles/12489464-use-enterprise-search) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Visual and interactive content](https://support.claude.com/en/articles/13641943-visual-and-interactive-content) diff --git a/claude/team-and-enterprise-plans/capabilities/9519189-manage-project-visibility-and-sharing.md b/claude/team-and-enterprise-plans/capabilities/9519189-manage-project-visibility-and-sharing.md new file mode 100644 index 0000000000000000000000000000000000000000..2626078bc74373b0143a90dd2c3fcea6256e3618 --- /dev/null +++ b/claude/team-and-enterprise-plans/capabilities/9519189-manage-project-visibility-and-sharing.md @@ -0,0 +1,120 @@ +--- +title: "Manage project visibility and sharing" +title_slug: "manage-project-visibility-and-sharing" +source_url: "https://support.claude.com/en/articles/9519189-manage-project-visibility-and-sharing" +last_updated_iso: "2026-03-16T20:34:32Z" +article_id: "9780576" +breadcrumbs: + - "Team and Enterprise plans" + - "Capabilities" +--- + +# Manage project visibility and sharing + +_Last updated: 2026-03-16T20:34:32Z_ + +> Project visibility and sharing features are available to users on Team or Enterprise plans. This article assumes that public projects are enabled for your organization. For more information, see **[How can I disable public projects?](https://support.claude.com/en/articles/9927533-how-can-i-disable-public-projects)** + +## Understand the two project visibility options + +When creating a project on a Team or Enterprise plan, you can choose between two initial visibility options: + +- **Public:** Everyone in your organization can view and use the project. +- **Private:** Only invited members can view and use the project. + + + +## What are public projects? + +If you choose to share a project with the rest of your organization upon creation, this means that any other member of your team can find it by browsing or searching the [Team tab in the Projects section](https://claude.ai/projects?category=team), and use it to start a chat. Even if a project is public, your chats within that project will be private and inaccessible to other members of your organization unless you manually share them. + +#### Can I change a project from public to private? + +Yes, you can switch the visibility of a project you created as public to private at any time by opening the project and clicking the “Share” button to the right of the project name: + + + +Click “Everyone at [your organization]” under **General access** and select “Only people invited” to change the project from public to private: + + + +## What are private projects? + +Choosing “Only people invited” keeps your project private so that you are the only user with access by default. All content within the project (chats, project knowledge, and artifacts) remains inaccessible to other members unless they are explicitly invited. + +#### Can I change a project from private to public? + +Yes, you can switch the visibility of a project you created as private to public at any time by opening the project and clicking the “Share” button to the right of the project name: + + + +Click “Only people invited” under General access and select “Everyone at [your organization]” to change the project from private to public: + + + +## Add and remove member access to private projects + +#### To add members to a private project + +1. Click the "Share" button to the right of the project name. +2. In the window that appears, add individual members from your organization using their names or email addresses. +3. Select the appropriate permission level: + - **Can view:** Members can see project contents, knowledge, and instructions, and chat within the project, but cannot edit it. + - **Can edit:** Members can modify project instructions and knowledge, update member settings, and actively contribute to the project. + +This will share the project and knowledge base with the member, but your chats will remain private unless you choose to share them. + +#### To remove members from a private project + +1. A project member with "Can edit" permissions can open the project's "Share" menu. +2. Click on the role to the right of the member's name. +3. Select "Remove access." +4. After being removed, they will no longer be able to access this project or its content. + +#### Add members in bulk + +You can add multiple users at once by copying and pasting a list of email addresses into the **Invite by email** field after clicking “Share”: + + + +#### Email notifications + +When someone shares a project with you, you'll receive an email notification letting you know about the new shared project and your permission level. + + +#### “Shared with me” tab + +Projects that have been shared with you will appear in a "Shared with you" tab on your [Projects section](https://claude.ai/projects?category=shared_with_me), making it easy to find and access collaborative work. + +#### What happens when archiving a shared project? + +When a project is archived, all sharing permissions are reset to private and previous sharing context is wiped for security. + +## Share and unshare chats + +Chats within a project are not shared by default. + +#### To share a chat + +1. Click the "Share" button in the upper right corner of your chat. +2. Click the "Share" button in the pop-up to create a shareable link. + +The chat snapshot includes all messages that were sent prior to sharing the chat, including any artifacts. All messages sent after sharing a chat will remain private by default. However, you can choose to update the shared snapshot to include new messages. + +#### To update a shared chat + +1. Open the "Share" menu. +2. Click “Update" next to “New messages since last shared” to include any new messages in the shared snapshot. + +#### To unshare a chat + +1. Navigate to the "Share" menu. +2. Click the visibility dropdown. +3. Change the chat from "Shared" to "Private" to disable the direct link. + +## Related Articles +- [What are projects?](https://support.claude.com/en/articles/9517075-what-are-projects) +- [How can I create and manage projects?](https://support.claude.com/en/articles/9519177-how-can-i-create-and-manage-projects) +- [Disable public projects for your organization](https://support.claude.com/en/articles/9927533-disable-public-projects-for-your-organization) +- [Sharing and Unsharing Chats](https://support.claude.com/en/articles/10593882-sharing-and-unsharing-chats) +- [What happens to a user's data when they are removed from a Team or Enterprise organization?](https://support.claude.com/en/articles/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization) diff --git a/claude/team-and-enterprise-plans/get-started/13566435-find-and-join-a-team-or-enterprise-organization.md b/claude/team-and-enterprise-plans/get-started/13566435-find-and-join-a-team-or-enterprise-organization.md new file mode 100644 index 0000000000000000000000000000000000000000..60fb8010120a930f61a6bf562a8093e3655faed1 --- /dev/null +++ b/claude/team-and-enterprise-plans/get-started/13566435-find-and-join-a-team-or-enterprise-organization.md @@ -0,0 +1,90 @@ +--- +title: "Find and join a Team or Enterprise organization" +title_slug: "find-and-join-a-team-or-enterprise-organization" +source_url: "https://support.claude.com/en/articles/13566435-find-and-join-a-team-or-enterprise-organization" +last_updated_iso: "2026-04-10T23:36:52Z" +article_id: "15589394" +breadcrumbs: + - "Team and Enterprise plans" + - "Get started" +--- + +# Find and join a Team or Enterprise organization + +_Last updated: 2026-04-10T23:36:52Z_ + +Organization discovery allows you to find and join your company's existing Team or Enterprise plan organization when you start the sign-up flow with a work email address. Instead of creating a separate personal account, you can request to join—or be added automatically—depending on your organization's configuration. + +> **Note:** Organization discovery is only available for organizations that don't have **[single sign-on (SSO) enabled](https://support.claude.com/en/articles/13132885-setting-up-single-sign-on-sso)**. If your organization uses SSO, your existing provisioning settings remain in effect. + +--- + +## Admin setup + +#### Enable discoverability + +Admins and above can manage organization discovery from **[Organization settings > Organization and access](https://claude.ai/admin-settings/organization)**. + +- **New organizations:** + - **Team plans:** Discoverability is on by default. Admins see the option during plan onboarding with it pre-selected. + - **Enterprise plans:** Discoverability is off by default. Admins will see the option disabled on the Organization and access page. +- **Existing organizations:** Discoverability is off by default. Admins can turn it on from settings at any time. + +To enable discoverability: + +1. Log in as an Admin, Owner, Primary Owner. +2. Navigate to **[Organization settings > Organization and access](https://claude.ai/admin-settings/organization)**. +3. Your organization’s domains are listed at the top of the page. +4. Find the domain you want users to search for and click the toggle under **Discoverable**. +5. Find **New member approval** under **Global access settings** and choose either “Approve automatically” or “Require admin approval.” + +#### Configure allowed domains + +Admins can specify which email domains are allowed to discover and join the organization by clicking “+ Add domain” under **Domains** on the Organization and access page. The organization owner’s domain will appear on the **Domains** list automatically, but admins can configure additional allowed domains by adding them here, verifying them, and toggling **Discoverable** on. Personal email domains (like Gmail) and .edu domains can't be added to the allowed list. + +#### Choose an approval mode + +Admins select how join requests are handled: + +**Instant approval:** Users are added to the organization’s lowest available seat tier automatically when they ask to join. Billing begins as soon as a user joins—if the organization has no available seats, billing auto-expands and a new seat is purchased immediately. + +**Request + approve:** The admin reviews and approves each join request individually. Users aren't added to the organization until the admin approves. Billing begins when the request is approved—if no seats are available at that point, a new seat is purchased. + +This approval mode also applies to invitations sent by existing members of your organization. For additional details, see **[Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-managing-members-on-team-and-enterprise-plans)**. + +--- + +## How to find and join an organization + +When someone signs up for Claude with a work email address that matches a discoverable organization, they'll see the option to join during the signup flow. They can choose to join or continue with a personal account. + +- If the organization uses **instant approval**, they're added right away. +- If the organization uses **request + approve**, a request is sent to the admin. The requester can choose to continue with a personal account (as long as "Restrict organization creation" is disabled) until the request is approved or denied. + +If multiple organizations share the same email domain and are all discoverable, users will see all of them and can choose which one to join. + +--- + +## Other ways to join an organization + +In addition to organization discovery, there are a few other ways to join a Team or Enterprise organization: + +- **Invite link:** Your admin may share an invite link that lets you join directly. See **[Join an organization via invite link](https://support.claude.com/en/articles/13776697-join-an-organization-via-invite-link#h_af9f6b7825)**. + - **Note:** If the invite link has been disabled or regenerated by your admin, it will no longer work. Ask your admin to share a new link. +- **Email invitation:** An admin or existing member of the organization may send you an email invitation to join. +- **Admin invitation:** An admin can add you directly from admin settings. See **[Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-managing-members-on-team-and-enterprise-plans)**. + +--- + +## SSO and organization discovery + +Organization discovery is not available for organizations with single sign-on enabled. If your organization uses SSO, the feature doesn't apply—your existing provisioning settings (including any just-in-time provisioning) remain unchanged. + +If you'd like to enable organization discovery, SSO must be turned off first. + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) +- [Join an organization via invite link](https://support.claude.com/en/articles/13776697-join-an-organization-via-invite-link) +- [Migrate your organization from Team to Enterprise](https://support.claude.com/en/articles/13779868-migrate-your-organization-from-team-to-enterprise) diff --git a/claude/team-and-enterprise-plans/get-started/13776697-join-an-organization-via-invite-link.md b/claude/team-and-enterprise-plans/get-started/13776697-join-an-organization-via-invite-link.md new file mode 100644 index 0000000000000000000000000000000000000000..40fa651f8fc5570b7d8e0872fb6aa70946fb2f24 --- /dev/null +++ b/claude/team-and-enterprise-plans/get-started/13776697-join-an-organization-via-invite-link.md @@ -0,0 +1,74 @@ +--- +title: "Join an organization via invite link" +title_slug: "join-an-organization-via-invite-link" +source_url: "https://support.claude.com/en/articles/13776697-join-an-organization-via-invite-link" +last_updated_iso: "2026-03-16T20:53:17Z" +article_id: "15931723" +breadcrumbs: + - "Team and Enterprise plans" + - "Get started" +--- + +# Join an organization via invite link + +_Last updated: 2026-03-16T20:53:17Z_ + +Admins on Team and Enterprise plans can share an invite link that lets teammates join the organization directly—without requiring individual email invitations. + +## For admins: Set up and share an invite link + +#### Who can manage invite links + +Admins and above can generate, copy, disable, and regenerate the invite link for their organization. + +#### Availability + +- **Team plans:** Invite links are enabled by default for new organizations. +- **Enterprise plans (non-SSO):** Invite links are disabled by default. Admins can enable them from **[Organization settings > Identity and access](http://claude.ai/admin-settings/identity)**. +- **SSO organizations:** Invite links are not available. Member provisioning is managed through your Identity Provider. + +#### Find and share your invite link + +1. Navigate to **[Organization settings > Identity and access](http://claude.ai/admin-settings/identity)**. +2. Find **Invite link** in the **Global access settings** section. +3. Click the button to the right of the link to copy it. +4. Share the link with the teammates you'd like to add—for example, in a Slack channel, email thread, or team wiki. + +> **Important:** Invite links expire automatically 90 days after creation, so you’ll need to regenerate the link when this happens so prospective members can use it. + +#### Manage your invite link + +#### How seat assignment works + +Members who join via link are assigned to the lowest available seat tier. If no seats are available, a standard seat is created automatically. + +#### Security + +Invite link joins respect your organization's existing security controls: + +- **Allowed domains:** Only users with an email address on your organization's **[allowed domains list](https://support.claude.com/en/articles/13325567-account-management-faqs#h_b54c41c86c)** can join. Anyone else will see an error. +- **Seat limits:** If your organization has reached its seat limit, link joiners will see an error prompting them to contact their admin. + +> **Note:** Members who join via invite link are always added automatically, regardless of your organization's new member approval setting. If you need to review members before they join, share individual email invitations instead of the invite link. + +--- + +## For members: Join via an invite link + +1. Click the invite link your admin shared. +2. If you're not already logged in, you'll be prompted to sign up or log in. +3. After authenticating, your email domain will be checked against your organization's allowed domains. + - If your domain matches, you can proceed to join. + - If your domain doesn't match, you'll see an error. Contact your admin if you believe this is incorrect. +4. After your domain is verified, you'll be added to the organization automatically and assigned to the lowest available seat tier. + +If you're already a member of the organization, you'll be redirected to the chat interface automatically. + +> **Note:** If the link has been disabled or regenerated by your admin, it will no longer work. Ask your admin to share a new link. + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) +- [Find and join a Team or Enterprise organization](https://support.claude.com/en/articles/13566435-find-and-join-a-team-or-enterprise-organization) +- [How SCIM sync works for Enterprise organizations](https://support.claude.com/en/articles/14499648-how-scim-sync-works-for-enterprise-organizations) diff --git a/claude/team-and-enterprise-plans/get-started/13779868-migrate-your-organization-from-team-to-enterprise.md b/claude/team-and-enterprise-plans/get-started/13779868-migrate-your-organization-from-team-to-enterprise.md new file mode 100644 index 0000000000000000000000000000000000000000..d60a64f45b0b4d356136ced45a6ffbfdc2cd3375 --- /dev/null +++ b/claude/team-and-enterprise-plans/get-started/13779868-migrate-your-organization-from-team-to-enterprise.md @@ -0,0 +1,79 @@ +--- +title: "Migrate your organization from Team to Enterprise" +title_slug: "migrate-your-organization-from-team-to-enterprise" +source_url: "https://support.claude.com/en/articles/13779868-migrate-your-organization-from-team-to-enterprise" +last_updated_iso: "2026-03-31T22:44:08Z" +article_id: "15935290" +breadcrumbs: + - "Team and Enterprise plans" + - "Get started" +--- + +# Migrate your organization from Team to Enterprise + +_Last updated: 2026-03-31T22:44:08Z_ + +When upgrading from a Team plan to an Enterprise plan, we recommend you keep the same Team organization and follow the upgrade path to change it to Enterprise. This way your data (memberships/roles, conversations and projects) and settings will be preserved. If a you create a brand new Enterprise organization, then you'll need to set up everything from scratch. + +## What's retained (same organization upgrade) + +- All chat history and conversations +- Projects and shared content +- User memberships and roles + +## Migrate from Team to Enterprise + +You can migrate from a Team plan to a self-serve Enterprise plan by following these steps: + +1. Navigate to **[claude.ai/upgrade](https://claude.ai/upgrade)** and click "Get Enterprise plan." +2. When prompted, choose "Upgrade an existing organization" and select your Team plan organization. +3. Add the number of seats needed for all your team members (Enterprise organizations have a 20 seat minimum). +4. Set a per-user spend limit and a starting usage balance for the whole team. +5. Your payment information will be saved from previous Team plan payments, but you can click the pencil icon to change it if needed. + 1. We only support credit card payments for self-serve Enterprise plans. For more information, see **[Self-serve vs. sales-assisted Enterprise](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan#h_3058c781c5)**. +6. Review your order summary and click "Confirm upgrade." + +> **Important:** Migrating an organization from Team to Enterprise via this pathway is not reversible; please ensure that an Enterprise plan is the right fit for your organization before initiating this change. + +After upgrading to an Enterprise plan, we recommend reviewing your organization's settings to confirm all desired features and capabilities are enabled. Some features that are turned on by default on Team plans may be turned off by default on Enterprise plans, so it's worth checking that your configuration matches your preferences. + +## Seat assignment + +During migration, some users may appear as "Unassigned" rather than being automatically mapped to seat tiers. Admins should verify all users have correct seat assignments after the cutover. + +For detailed guidance, refer to **[Purchasing and managing seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchasing-and-managing-seats-on-enterprise-plans)**. + +## SSO and identity setup timeline + +- **Domain verification (DNS):** Allow 24–48 hours for DNS changes to propagate globally, though many changes take effect within 10 minutes. +- **SCIM provisioning sync:** Microsoft Entra ID pushes changes approximately every 40 minutes. Okta syncs more frequently. + +For detailed setup instructions, refer to **[Setting up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-setting-up-single-sign-on-sso)** and **[Setting up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-setting-up-jit-or-scim-provisioning).** + +> **Note:** Once you turn on SSO, existing users will be forced to log out and log back in. + +## Billing and usage configuration + +For usage-based Enterprise plans, usage is billed based on actual consumption. For more detailed information, refer to **[How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan)** + +If you had purchased extra usage for your Team plan, any unused credits will roll over and become available on your new usage-based Enterprise plan. + +## Provisioning process + +On the start date, you'll be provisioned and able to use the new features by the end of the day. After initial setup, Owners and Primary Owners can self-serve additional seats by navigating to **[Organization settings > Organization](https://claude.ai/admin-settings/organization)** and clicking "Manage" under **Total seats**. + +## Helpful resources + +- **[Set up single sign-on (SSO)](https://support.claude.com/en/articles/13132885-set-up-single-sign-on-sso)** +- **[Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning)** +- **[Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans)** +- **[Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans)** +- **[Enterprise billing information](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan)** +- **[Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan)** + +## Related Articles +- [Purchase and manage seats on Team plans](https://support.claude.com/en/articles/12004354-purchase-and-manage-seats-on-team-plans) +- [Set up JIT or SCIM provisioning](https://support.claude.com/en/articles/13133195-set-up-jit-or-scim-provisioning) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) +- [Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans) +- [Set up SCIM in Claude for Government](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government) diff --git a/claude/team-and-enterprise-plans/get-started/9267247-get-started-with-the-team-plan.md b/claude/team-and-enterprise-plans/get-started/9267247-get-started-with-the-team-plan.md new file mode 100644 index 0000000000000000000000000000000000000000..f8518fe3a11705d60bfa1abb1f5aa5c81708d4c4 --- /dev/null +++ b/claude/team-and-enterprise-plans/get-started/9267247-get-started-with-the-team-plan.md @@ -0,0 +1,43 @@ +--- +title: "Get started with the Team plan" +title_slug: "get-started-with-the-team-plan" +source_url: "https://support.claude.com/en/articles/9267247-get-started-with-the-team-plan" +last_updated_iso: "2026-03-16T20:36:08Z" +article_id: "9465027" +breadcrumbs: + - "Team and Enterprise plans" + - "Get started" +--- + +# Get started with the Team plan + +_Last updated: 2026-03-16T20:36:08Z_ + +## Requirements to sign up for a Team plan + +- The account creator must use a business email address. Public domains like @gmail.com, @yahoo.com, and @hotmail.com aren't allowed—but you can **[add them as permitted domains](https://support.claude.com/en/articles/13325567-account-management-faqs#h_b54c41c86c)** for other members of your organization. +- All team members must have an email address with one of your organization's allowed email domains to be invited to the account. +- During sign-up, you can choose between monthly or annual billing options. + - Refer to this article for more information: **[How is my Team plan bill calculated?](https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated)** +- Team plans require a minimum of five members and are not intended for individual use. + +## Create a new Team organization + +To get started with the Team plan, navigate to **[claude.ai/login](http://claude.ai/login)** and enter your work email address. Follow the onboarding prompts and select the Team plan. + +## Upgrade from an individual plan to the Team plan + +If you already have a free or paid Claude account associated with your work email and wish to create a Team plan, sign into your account, then visit **[claude.ai/upgrade](http://claude.ai/upgrade)**. Follow the steps to create your Team. + +- Upgrading to the Team plan will create a new Claude organization, and your individual free or paid account (Pro or Max) will remain separate. You can toggle between them by clicking your initials or name in the lower left, then selecting the account you'd like to access. +- Team plan organizations are separate from free and paid individual Claude accounts. Data cannot be transferred between the separate instances. +- If you only want to use your Team plan after upgrading, you'll need to cancel your paid subscription and/or delete your free or paid individual Claude account separately. + - **[How do I cancel my paid Claude subscription?](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription)** + - **[How can I delete my Claude account?](https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account)** + +## Related Articles +- [What is the Pro plan?](https://support.claude.com/en/articles/8325606-what-is-the-pro-plan) +- [How do I sign up for the Pro plan?](https://support.claude.com/en/articles/8325609-how-do-i-sign-up-for-the-pro-plan) +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [How do I sign up for the Max plan?](https://support.claude.com/en/articles/11049752-how-do-i-sign-up-for-the-max-plan) +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) diff --git a/claude/team-and-enterprise-plans/get-started/9267400-can-individuals-with-pro-or-max-plan-accounts-migrate-them-to-team-or-enterprise-plan-organizations.md b/claude/team-and-enterprise-plans/get-started/9267400-can-individuals-with-pro-or-max-plan-accounts-migrate-them-to-team-or-enterprise-plan-organizations.md new file mode 100644 index 0000000000000000000000000000000000000000..0c219a968e0b443d450131b42a46d173a94521c2 --- /dev/null +++ b/claude/team-and-enterprise-plans/get-started/9267400-can-individuals-with-pro-or-max-plan-accounts-migrate-them-to-team-or-enterprise-plan-organizations.md @@ -0,0 +1,48 @@ +--- +title: "Can individuals with Pro or Max plan accounts migrate them to Team or Enterprise plan organizations?" +title_slug: "can-individuals-with-pro-or-max-plan-accounts-migrate-them-to-team-or-enterprise-plan-organizations" +source_url: "https://support.claude.com/en/articles/9267400-can-individuals-with-pro-or-max-plan-accounts-migrate-them-to-team-or-enterprise-plan-organizations" +last_updated_iso: "2026-03-16T20:52:19Z" +article_id: "9465191" +breadcrumbs: + - "Team and Enterprise plans" + - "Get started" +--- + +# Can individuals with Pro or Max plan accounts migrate them to Team or Enterprise plan organizations? + +_Last updated: 2026-03-16T20:52:19Z_ + +Individual accounts (free, Pro, and Max) and organization accounts (Team and Enterprise) are separate account types with different features. You cannot migrate an individual account to a Team or Enterprise organization—if you're joining an organization, you'll need to be added as a new member. + +## Is there any way to merge my Pro or Max plan account with my Team or Enterprise plan account? + +No, you cannot merge an individual Pro or Max plan account with a Team or Enterprise plan account, even if both accounts use the same email address. Because the two account types are intended for different use cases and don’t offer the same capabilities, they cannot be combined. + +## How can users with multiple accounts manage them? + +Users with both individual and Team or Enterprise accounts tied to the same email address will be able to toggle between the two by clicking on their initials or name in the lower left corner of the screen: + + + +A blue checkmark shows which account you're currently using. Click on the other account to switch to it and access its separate conversations and projects. + +## How can I discontinue my individual plan and export my data? + +If you’d prefer to discontinue your individual account and use only your Team or Enterprise plan account moving forward, start by **[canceling your individual paid plan](https://support.claude.com/en/articles/8325617-how-do-i-cancel-my-paid-claude-subscription)**. Once your subscription lapses and you're finished using the account, you can **[export your data](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data)**. Note that there isn't a way to transfer this data into a Team or Enterprise account. To **[delete your account](https://support.claude.com/en/articles/9028421-how-can-i-delete-my-claude-account)**, navigate to **[Settings > Account](https://claude.ai/settings/account)** and click "Delete." + +## Considerations for organizations using SSO + +Team and Enterprise plan organizations have access to single sign-on (SSO) and domain verification. Owners can: + +- Restrict usage of any verified domains to accounts added to the Team or Enterprise plan instance. +- Prevent employees from creating new individual accounts with company email addresses. + +See **[Setting up Single Sign-on (SSO)](https://support.claude.com/en/articles/13132885-setting-up-single-sign-on-sso#h_5ee916332f)** for more information about domain verification and how it affects individual accounts. + +## Related Articles +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [What is the Max plan?](https://support.claude.com/en/articles/11049741-what-is-the-max-plan) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) +- [Find and join a Team or Enterprise organization](https://support.claude.com/en/articles/13566435-find-and-join-a-team-or-enterprise-organization) +- [Migrate your organization from Team to Enterprise](https://support.claude.com/en/articles/13779868-migrate-your-organization-from-team-to-enterprise) diff --git a/claude/team-and-enterprise-plans/plan-overviews/9266767-what-is-the-team-plan.md b/claude/team-and-enterprise-plans/plan-overviews/9266767-what-is-the-team-plan.md new file mode 100644 index 0000000000000000000000000000000000000000..0da256d6f7d6060b231e6affdb8c171acafc4245 --- /dev/null +++ b/claude/team-and-enterprise-plans/plan-overviews/9266767-what-is-the-team-plan.md @@ -0,0 +1,110 @@ +--- +title: "What is the Team plan?" +title_slug: "what-is-the-team-plan" +source_url: "https://support.claude.com/en/articles/9266767-what-is-the-team-plan" +last_updated_iso: "2026-04-08T16:34:18Z" +article_id: "9464547" +breadcrumbs: + - "Team and Enterprise plans" + - "Plan overviews" +--- + +# What is the Team plan? + +_Last updated: 2026-04-08T16:34:18Z_ + +The Team plan is a paid plan for our Claude chat experience built for ambitious teams. It is currently available in certain **[supported locations](https://support.claude.com/en/articles/8461763-where-can-i-access-claude)**. + +## What’s included in the Team plan? + +Users with Standard seats on the Team plan can access the following: + +- **Increased usage:** More usage than the Pro plan per five-hour session, so every team member can get what they need from Claude. +- **Option to purchase extra usage:** Prepay for extra usage, allowing team members to continue working after reaching limits. + - Read more here: **[Extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)** +- **Admin tools and billing management:** Manage access and billing in a centralized place. +- **Advanced identity and access management:** + - **Single-Sign-On (SSO) and Domain Capture:** Enhance authentication security and user experience. + - **Just-in-Time Provisioning (JIT):** Streamline user authentication and manage access across your organization. + - **Role-based permissioning:** Customize access levels and control user privileges across your organization. +- **Spend controls:** Set spending caps at organization and individual user levels. +- **Enterprise search capabilities:** Dedicated search project for unified knowledge access. + - Pre-configured with optimized search instructions + - Automatic provisioning for all organization members + - Search across Slack, Microsoft 365, and custom connectors + - For more details, see **[Using Enterprise Search](https://support.claude.com/en/articles/12489464-using-enterprise-search)** +- **Connectors for your workplace tools: **Connect Claude to Google Drive, Gmail, Google Calendar, GitHub, Microsoft 365, and Slack to search and retrieve context from your existing documents, emails, calendars, and team communications—without manual uploads. +- **Everything in Pro, including:** + - Access to all available models. + - Access to Claude Code to delegate coding tasks from concept to completion directly from your terminal. + - Access to **[Cowork](https://support.claude.com/en/articles/13345190-get-started-with-cowork)**. + - Access to projects, knowledge bases, and collaboration features. + - 200k context window. Room to process long documents, discuss complex topics, and maintain multi-step conversations. + - Priority access during high-traffic periods, early access to new features, more usage, and more. + +--- + +## Premium seats for Team plans + +In addition to all features of Standard seats listed above, Premium seats offer significantly more usage than Standard seats. This makes Premium seats ideal for power users who need extended capacity for demanding workloads. + +Organizations can mix and match seat types, assigning Premium seats to power users who need more usage while keeping other team members on Standard seats. + +Refer to this article for more information about Premium seats: **[Purchasing and managing seats on Team plans](https://support.claude.com/en/articles/12004354-purchasing-and-managing-seats-on-team-plans)**. + +--- + +## How much does the Team plan cost? + +Team plans require a minimum of five members. Pricing varies by seat type and billing interval: + +**Standard seats** + +- $25 per member per month, billed monthly +- $20 per member per month, billed annually + +**Premium seats** + +- $125 per member per month, billed monthly +- $100 per member per month, billed annually + +Prices shown are for US customers and exclude applicable taxes. Pricing, currency, and tax handling vary by region. Visit **[claude.ai/upgrade](https://claude.ai/upgrade)** to see current pricing for your location. + +For more details on billing, see **[How is my Team plan bill calculated?](https://support.claude.com/en/articles/9267289-how-is-my-team-plan-bill-calculated)** + +Team plans support up to 150 seats. If your organization needs more than 150 seats, you can upgrade to the **[Enterprise plan](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan)**. The flow for Team plans to upgrade to self-serve Enterprise isn't supported at this time, so if you are interested in upgrading, reach out to **[our Sales team](https://claude.com/contact-sales)**. + +Price and plans are subject to change at Anthropic's discretion. + +## + +--- + +## Do Team plans have any usage limits? + +Yes. Usage limits differ between Standard and Premium seats. + +**Standard seats:** Team plan Standard seats offer 1.25x more usage per session than the Pro plan and have a weekly usage limit that applies across all models and resets seven days after your session starts. + +**Premium seats:** Team plan Premium seats offer 6.25x more usage per session than the Pro plan. Users assigned to these seats also have two weekly usage limits: one that applies across all models and another for Sonnet models only. Both limits reset seven days after your session starts. + +#### Do usage limits apply across the team or to individual members? + +Usage limits on Team plans are per-member, rather than applied to the team as a whole. + +This means: + +- Each team member has their own set of usage limits. +- If one team member reaches their seat's included usage limit, it does not affect the limits of other team members. +- Other team members can continue to use the service even if one member has reached their seat's included limit. + +#### How do I increase my Team plan usage limits? + +Your Team plan organization can enable extra usage to allow team members on all seat types to continue working with Claude and Claude Code after reaching their included usage limits. See this article for more information: **[Extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans).** + +## Related Articles +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Purchase and manage seats on Team plans](https://support.claude.com/en/articles/12004354-purchase-and-manage-seats-on-team-plans) +- [Manage extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans) +- [Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/plan-overviews/9797531-what-is-the-enterprise-plan.md b/claude/team-and-enterprise-plans/plan-overviews/9797531-what-is-the-enterprise-plan.md new file mode 100644 index 0000000000000000000000000000000000000000..022c1eae41f10336c62618780f3ac61266418395 --- /dev/null +++ b/claude/team-and-enterprise-plans/plan-overviews/9797531-what-is-the-enterprise-plan.md @@ -0,0 +1,137 @@ +--- +title: "What is the Enterprise plan?" +title_slug: "what-is-the-enterprise-plan" +source_url: "https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan" +last_updated_iso: "2026-04-07T18:51:43Z" +article_id: "10178433" +breadcrumbs: + - "Team and Enterprise plans" + - "Plan overviews" +--- + +# What is the Enterprise plan? + +_Last updated: 2026-04-07T18:51:43Z_ + +The Enterprise plan is designed for organizations that need advanced security, compliance controls, and scalable AI across their teams. It includes everything in the **[Team plan](https://support.claude.com/en/articles/9266767-what-is-the-team-plan)**, plus additional security and compliance features. Enterprise plan pricing works differently than Team plans: the seat fee covers access only, and all usage is billed separately at API rates. + +Enterprise plans are available two ways: + +- **[Self-serve](https://claude.ai/create/enterprise?utm_source=support&utm_medium=article&utm_content=enterprise-plan_self-serve_intro)** — purchase directly online without sales involvement. +- **[Sales-assisted](https://claude.com/contact-sales?utm_source=support&utm_medium=article&utm_content=enterprise-plan_contact-sales_intro)** — work with our Sales team for custom contracts, advanced options, and dedicated support. + +> **Important:** If your organization currently uses **Chat** and **Chat + Claude Code** seats, or **Standard** and **Premium** seats, refer to the sections at the end of this article for information specific to your plan. + +--- + +## What's included in the Enterprise plan? + +Enterprise includes everything in the Team plan, plus the following: + +- **Security features** to ensure the safety and compliance of your organization's data including: + - **Audit logs:** capture key information about user actions, system events, and data access. + - **System for Cross-domain Identity Management (SCIM)** + - **Custom data retention controls** + - **Compliance API:** programmatically access Claude usage data including activity logs, chat histories, and file content, with filtering capabilities by user and time range. + - **Analytics API:** Programmatically access aggregated engagement and adoption metrics for your organization. +- **Enhanced context window** that enables users to upload hundreds of sales transcripts, dozens of 100+ page documents, and 100K lines of code. + - 500K tokens when chatting with Claude Sonnet 4.6, and 1M tokens when using Claude Code with Sonnet 4.6. + - The standard 200K context window is available for all other models. +- **Usage-based pricing** + - The seat fee only covers access to the platform and doesn't include any usage. All usage across Claude, Claude Code, and Cowork is billed separately at standard API rates, based on what your team actually consumes. There are no per-seat usage limits and no included token allowance. + - Admins can set spend limits at the organization and individual user levels to manage costs. +- **Connectors for workplace tools** + - Connect Claude to Google Drive, Gmail, Google Calendar, GitHub, Microsoft 365, and Slack to search and retrieve context from your existing documents, emails, calendars, and team communications without manual uploads. + +--- + +## Pricing + +Enterprise uses a single seat type, priced per user per month and billed annually. The seat fee gives each user access to Claude on web, desktop, and mobile, plus Claude Code and Cowork. + +**Usage isn't included in the seat fee.** Every token your team uses—in chat, Claude Code, or Cowork—is billed at standard API rates on top of your seat cost. For full details on how usage billing works for your plan, see **[How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan)** + +Price and plans are subject to change at Anthropic's discretion. + +--- + +## Do Enterprise plans have any usage limits? + +Usage-based Enterprise plans — including the single Enterprise seat described above — have **no plan or seat-level usage limits**. Usage is billed based on actual consumption rather than capped at a fixed amount. + +If your organization is on a seat-based plan with Standard and Premium seats, usage limits do apply. See the **[Standard and Premium seats section](#h_f8351870fb)** below for details, including how to enable extra usage on those plans. + +#### How does usage apply across the team? + +On usage-based Enterprise plans, there's no token allowance to divide up. Instead, every team member's usage is metered and billed to the organization at API rates. One person's heavy usage doesn't reduce what's available to anyone else, because nothing is allocated in the first place. If you need cost predictability, admins can set spend limits at the organization or user level. + +--- + +## Self-serve vs. sales-assisted Enterprise + +Both self-serve and sales-assisted Enterprise plans include the same features and the same seat pricing. The differences are in how you purchase, pay, and manage your plan: + +*ACH bank transfers are only available when creating new self-serve Enterprise organizations, not when upgrading a Team organization to Enterprise. + +**When to contact Sales:** If your organization needs invoicing, HIPAA-readiness and a Business Associate Agreement (BAA), tailored contract terms, trials, dedicated customer success management, or to pay with a currency other than USD, reach out to our **[Sales team](https://claude.com/contact-sales)** to set up a sales-assisted Enterprise plan. + +--- + +## How to get the Enterprise plan + +#### Self-serve Enterprise plans + +Visit **[claude.ai/create/enterprise](http://claude.ai/create/enterprise)** to purchase Enterprise directly. You can pay with a credit card or ACH bank transfer (USD only). + +**About ACH bank transfers** + +New self-serve Enterprise organizations can choose to pay by ACH bank transfer instead of credit card. ACH is a push-based payment method, which means you initiate the transfer from your bank's interface to send funds to Anthropic's virtual bank account number (VBAN). You select your payment method when you create your organization. + +Here's what to know about ACH payments: + +- **Activation timing:** If you choose ACH as your payment method, your plan won't be activated until we receive the payment, which can take up to five business days. +- **No auto-reload for credits:** Auto-reload isn't available with ACH payments. To set up auto-reload for credits, you can add a credit card to your account. +- **Subscription and credits:** ACH organizations can pay both their subscription invoices and credit purchases via ACH. If you purchase credits with ACH, the credits won't be added to your account until the payment settles. +- **Adding seats:** If you increase your seat count, we'll generate an invoice for the additional seats, but the new seats are available to use right away. +- **Upgrading from Team:** ACH isn't currently supported for organizations upgrading from a Team plan to a self-serve Enterprise plan. ACH is only available for new self-serve Enterprise organizations. + +#### Sales-assisted Enterprise plans + +**[Contact our Sales team](https://claude.com/contact-sales)** to discuss your organization's needs. + +#### AWS Marketplace + +Enterprise is also available through the **[AWS Marketplace](https://aws.amazon.com/marketplace/pp/prodview-nnvi6wff6ef6m)**. + +If your organization is currently on a Team plan and you're interested in upgrading to Enterprise, see this article for more information: **[Migrate your organization from Team to Enterprise](https://support.claude.com/en/articles/13779868-migrate-your-organization-from-team-to-enterprise)**. + +--- + +## Information for organizations on Chat and Chat + Claude Code seats + +> **Note:** Organizations currently using usage-based Enterprise plans with Chat and Chat + Claude Code seats will not be able to continue with this billing model past your next contract renewal. + +Some existing usage-based Enterprise organizations currently have two seat types: **Chat** and **Chat + Claude Code**. If you see these seat types in **[Organization settings > Organization](https://claude.ai/admin-settings/organization)**, this section applies to you. + +Your current seat types and pricing will remain in place until your next contract renewal. At renewal, your plan will automatically transition to the single Enterprise seat model described above — all users will move to the all-inclusive **Enterprise seat** **priced** **per user per month**, which includes Claude Code access. + +For details on how seat management works on your current plan, see **[Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchasing-and-managing-seats-on-enterprise-plans#h_2673e097fb)**. + +--- + +## Information for organizations on seat-based Enterprise plans + +> **Note:** Organizations currently using seat-based Enterprise plans with Standard and Premium seats will not be able to continue with this billing model past your next contract renewal. + +Some Enterprise organizations are on older seat-based plans that use **Standard** and **Premium** seats with per-seat usage limits, rather than the usage-based model described above. If you see "Standard" and "Premium" seats when you navigate to **[Organization settings > Organization](https://claude.ai/admin-settings/organization)**, this section applies to you. + +Seat-based Enterprise plans haven’t changed; your seat types, usage limits, and extra usage options will remain as they are until you migrate to the current usage-based billing model. For details on how usage and extra usage work on your plan, see **[Manage extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-extra-usage-for-team-and-seat-based-enterprise-plans)**. + +If you're interested in migrating to the current usage-based model, reach out to your Anthropic Contact or **[our Sales team](https://claude.com/contact-sales)**. + +## Related Articles +- [What is the Team plan?](https://support.claude.com/en/articles/9266767-what-is-the-team-plan) +- [How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Manage extra usage for Team and seat-based Enterprise plans](https://support.claude.com/en/articles/12005970-manage-extra-usage-for-team-and-seat-based-enterprise-plans) +- [Purchase and manage seats on Enterprise plans](https://support.claude.com/en/articles/13393991-purchase-and-manage-seats-on-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/10440198-configure-custom-data-retention-controls-for-enterprise-plans.md b/claude/team-and-enterprise-plans/security-and-compliance/10440198-configure-custom-data-retention-controls-for-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..5d9891f9a48a7bd128dd8e23ef909d91bbd51505 --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/10440198-configure-custom-data-retention-controls-for-enterprise-plans.md @@ -0,0 +1,68 @@ +--- +title: "Configure custom data retention controls for Enterprise plans" +title_slug: "configure-custom-data-retention-controls-for-enterprise-plans" +source_url: "https://support.claude.com/en/articles/10440198-configure-custom-data-retention-controls-for-enterprise-plans" +last_updated_iso: "2026-03-16T20:33:05Z" +article_id: "11075786" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Configure custom data retention controls for Enterprise plans + +_Last updated: 2026-03-16T20:33:05Z_ + +> This feature is available to Enterprise plan customers. To set custom retention periods for your organization, you must have either a Primary Owner or Owner role. + +*This article is about our commercial products such as Claude for Work and the Anthropic API. For our consumer products such as Claude Free, Pro, Max and when accounts from those plans use Claude Code, see **[here](https://privacy.claude.com/en/collections/10663362-consumers)**. * + +Custom data retention controls allow organizations to manage how long Claude stores conversation and project data. This article explains how to set up and manage data retention periods for your organization. + +## How data retention works + +Data retention is based on the last observed activity: + +- **For chats:** Retention period starts from the time of the last message in the conversation. +- **For projects:** Retention period starts from the time the project was last updated (this includes chat creation or project knowledge base modifications). + - Note that your custom data retention periods set for projects will supersede your custom retention periods for any chats. + +The minimum retention period is 30 days, and each month is counted as 30 days. For example, a three-month retention period equals 90 days. + +## What gets deleted + +When data reaches the end of its retention period: + +- **For chats:** All chats (including chats within projects) and any artifacts within those chats will be deleted. +- **For projects:** All projects will be deleted, including any chats and artifacts within those projects. + +## Important considerations + +- Deletion occurs at midnight UTC on the scheduled day. +- By default, data is retained indefinitely unless a custom retention period is set. +- When you modify retention settings, any data that falls outside the new retention period will be deleted immediately upon saving. +- Data past its retention period will be permanently deleted and cannot be recovered. + +## Setting up data retention + +## To set custom retention periods: + +1. Log in to your Owner Enterprise plan account. +2. Navigate to **[Organization settings > Data and Privacy](https://claude.ai/admin-settings/data-privacy-controls)**. +3. Set your desired retention period (minimum 30 days). +4. Save your changes. + +## Example retention calculation + +If a conversation’s last message is at 3PM UTC on March 1 with a 30-day retention period, the deletion will occur at midnight UTC on March 31. + +## Monitoring retention-related activities + +All retention-related actions and changes are automatically tracked in **[audit logs](https://support.claude.com/en/articles/9970975-how-to-access-audit-logs)**. You can access these logs to monitor changes to retention settings and data deletion events. + +## Related Articles +- [Can you delete data that I sent via Team and Enterprise plans?](https://support.claude.com/en/articles/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans) +- [Use Claude’s chat search and memory to build on previous context](https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context) +- [Using incognito chats](https://support.claude.com/en/articles/12260368-using-incognito-chats) +- [View usage analytics for Team and Enterprise plans](https://support.claude.com/en/articles/12883420-view-usage-analytics-for-team-and-enterprise-plans) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization.md b/claude/team-and-enterprise-plans/security-and-compliance/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization.md new file mode 100644 index 0000000000000000000000000000000000000000..333d590f4625bb5b320079bdd5ee37e7c3db36a7 --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization.md @@ -0,0 +1,55 @@ +--- +title: "What happens to a user's data when they are removed from a Team or Enterprise organization?" +title_slug: "what-happens-to-a-users-data-when-they-are-removed-from-a-team-or-enterprise-organization" +source_url: "https://support.claude.com/en/articles/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization" +last_updated_iso: "2026-03-16T20:50:48Z" +article_id: "13329463" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# What happens to a user's data when they are removed from a Team or Enterprise organization? + +_Last updated: 2026-03-16T20:50:48Z_ + +This article explains what happens to projects and chats when a member is removed from your Team or Enterprise plan organization. + +## Deleting individual accounts within an organization + +If you are a non-Owner member of a Team or Enterprise plan, you will need to contact an organization Owner to have your account removed. + +## Deleting organization-level accounts + +For help with deleting your organization’s Team or Enterprise plan, please **[reach out to our Support team](https://support.claude.com/en/articles/9015913-how-to-get-support)**. Note that organization level account deletion requests must be made by your account's Primary Owner. + +## Will a user’s projects still be accessible after removing them? + +Once a user is removed from your Team or Enterprise organization, whether remaining members can access their projects or not depends on the project's visibility settings. + +#### Private projects + +If the project’s visibility was set to private, other members of the organization will not be able to access it once the team member has been removed from the account. If a team member knows they're working on something in a private project they want to pass on, they will need to adjust the project’s permissions so either everyone in the organization can edit it, or invite specific users and grant them "Can edit" permissions. + +#### Shared projects + +If a deleted team member shared their project with the entire organization, it will appear under the "Team" tab where remaining members can view or edit the project, depending on their permissions. If the deleted team member shared the project with specific users only, it will appear under the "Shared with me" tab for those specific users after the member is removed from the organization. + +## Will a user’s chats still be accessible after removing them? + +When a user is removed from your Team or Enterprise organization, remaining members will no longer be able to access their chats. This applies to chat snapshots that are shared with the organization. After the user who created the chat is removed, remaining members will see this message when they try to access any shared chat URLs: "Conversation not found. The requested conversation either doesn't exist or you don't have permission to access it." + +Note that the removed user’s data will still be included in any **[data exports](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data)** run by your organization’s Primary Owner. For Enterprise organizations specifically, the removed user’s data will still be subject to any configured **[custom data retention settings](https://support.claude.com/en/articles/10440198-custom-data-retention-controls-for-enterprise-plans)**. + +## What happens if a member is re-added to an organization? + +If a team member is removed and later added back to the same organization using the same email address, previous chats and projects will be restored. The Primary Owner can also always export the member's project data and chats (note that customer data retention settings may impact this). + +To learn more about Anthropic’s data retention periods see **[here](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)**. + +## Related Articles +- [What are projects?](https://support.claude.com/en/articles/9517075-what-are-projects) +- [Configure custom data retention controls for Enterprise plans](https://support.claude.com/en/articles/10440198-configure-custom-data-retention-controls-for-enterprise-plans) +- [Export your organization's data](https://support.claude.com/en/articles/13346720-export-your-organization-s-data) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Migrate your organization from Team to Enterprise](https://support.claude.com/en/articles/13779868-migrate-your-organization-from-team-to-enterprise) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/13015708-access-the-compliance-api.md b/claude/team-and-enterprise-plans/security-and-compliance/13015708-access-the-compliance-api.md new file mode 100644 index 0000000000000000000000000000000000000000..255262306f259feea98d660a9fc523b0ba66906f --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/13015708-access-the-compliance-api.md @@ -0,0 +1,39 @@ +--- +title: "Access the Compliance API" +title_slug: "access-the-compliance-api" +source_url: "https://support.claude.com/en/articles/13015708-access-the-compliance-api" +last_updated_iso: "2026-04-16T23:47:06Z" +article_id: "14775784" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Access the Compliance API + +_Last updated: 2026-04-16T23:47:06Z_ + +> The Compliance API is generally available to Enterprise plans, excluding Public Sector organizations. + +Enterprise plan Primary Owners can enable the Compliance API by navigating to **[Organization settings > Data and privacy](https://claude.ai/admin-settings/data-privacy-controls)** and clicking "Enable" under **Compliance API**. + +Once the Compliance API is enabled, create new compliance access keys by clicking "+ Create key": + + + +Creating a compliance access key will allow you to start pulling activity logs, chat data, and file content programmatically. + +You can download the Compliance API PDF by clicking the link at the bottom of this article. + +## Audit log events in the Compliance API + +The Compliance API now includes audit log events, giving you a full view across all your Claude deployments. To see which events are recorded via audit logs, refer to **[How to access audit logs](https://support.claude.com/en/articles/9970975-how-to-access-audit-logs#h_41cdad187a)**. + +## Compliance API technical documentation + +## Related Articles +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [Enforce network-level access control with Tenant Restrictions](https://support.claude.com/en/articles/13198485-enforce-network-level-access-control-with-tenant-restrictions) +- [Use Claude Cowork on Team and Enterprise plans](https://support.claude.com/en/articles/13455879-use-claude-cowork-on-team-and-enterprise-plans) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) +- [Monitor Claude Cowork activity with OpenTelemetry](https://support.claude.com/en/articles/14477985-monitor-claude-cowork-activity-with-opentelemetry) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/13198485-enforce-network-level-access-control-with-tenant-restrictions.md b/claude/team-and-enterprise-plans/security-and-compliance/13198485-enforce-network-level-access-control-with-tenant-restrictions.md new file mode 100644 index 0000000000000000000000000000000000000000..ec0bb595f82d90ae5073b260770f2ea146727c5d --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/13198485-enforce-network-level-access-control-with-tenant-restrictions.md @@ -0,0 +1,109 @@ +--- +title: "Enforce network-level access control with Tenant Restrictions" +title_slug: "enforce-network-level-access-control-with-tenant-restrictions" +source_url: "https://support.claude.com/en/articles/13198485-enforce-network-level-access-control-with-tenant-restrictions" +last_updated_iso: "2026-03-16T21:07:23Z" +article_id: "15020592" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Enforce network-level access control with Tenant Restrictions + +_Last updated: 2026-03-16T21:07:23Z_ + +> Tenant Restrictions are available for members of Enterprise plans and Console organizations. + +Tenant Restrictions enable IT administrators on Enterprise plans to enforce network-level access control for Claude. This feature ensures that users on corporate networks can only access approved organizational accounts, preventing unauthorized use of personal accounts. + +## How it works + +When enabled, your network proxy injects an HTTP header into requests to Claude. Anthropic validates this header and blocks access from any organization not in the allowed list. + +**Supported authentication methods:** + +- Web access ([claude.ai](http://claude.ai)) +- Desktop / App Access +- API key authentication +- OAuth token authentication + +## Header format + +``` +anthropic-allowed-org-ids: <org-uuid-1>,<org-uuid-2>,... +``` + +- Comma-delimited list of organization UUIDs +- No spaces between values + +**Example:** + +``` +anthropic-allowed-org-ids: 550e8400-e29b-41d4-a716-446655440000,6ba7b810-
9dad-11d1-80b4-00c04fd430c8 +``` + +## Configuration steps + +#### 1. Find your organization UUID + +Members of Enterprise plans can find this in two different places: + +1. Navigate to **[Settings > Account](https://claude.ai/settings/account)** and find **Organization ID**. +2. Navigate to **[Organization settings > Organization](https://claude.ai/admin-settings/organization)** and scroll down to the bottom of the page to locate **Organization ID**. + +Members of Console organizations can find this in **[Settings > Organization](https://platform.claude.com/settings/organization)**. + +#### 2. Configure your network proxy + +Configure your proxy to inject the header for Claude traffic: + +``` +Rule: Claude Tenant Restriction
Application: claude.ai, api.anthropic.com, claude.com, anthropic.com
Action: Inject Header
Header Name: anthropic-allowed-org-ids
Header Value:
TLS Inspection: Required +``` + +#### 3. Test your configuration + +From restricted network, test with your org's API key: + +``` +curl https://api.anthropic.com/v1/messages \
-H "x-api-key: $CLAUDE_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-H "content-type: application/json" \
-d '{"model":"claude-sonnet-4-6","max_tokens":1024,"messages":
[{"role":"user","content":"Hello"}]}' +``` + +## Error response + +When access is blocked, users receive the following error: + +``` +{
"type": "error",
"error": {
"type": "permission_error",
"message": "Access restricted by network policy. Contact IT Administrator.",
"error_code": "tenant_restriction_violation"
}
} +``` + +## Supported proxy platforms + +- Zscaler ZIA (Cloud App Control policies) +- Palo Alto Prisma Access (SaaS App Management) +- Cato Networks (Tenant Restriction policy) +- Netskope (Header Insertion rules) +- Generic HTTPS proxies with header injection capability + +## Use cases + +## Security benefits + +- **Data Loss Prevention:** Block personal account usage from corporate networks. +- **Compliance:** Enforce data residency and access policies. +- **Shadow IT Control:** Prevent unauthorized Claude usage. +- **Audit Trail:** Complete visibility into access attempts. + +## Backward compatibility + +- No impact to networks without tenant restrictions configured. +- Standard authentication continues for unmanaged networks. +- Existing API key authentication remains unchanged. + +## Related Articles +- [Claude Code FAQ](https://support.claude.com/en/articles/12386420-claude-code-faq) +- [Microsoft 365 Connector: Security Guide](https://support.claude.com/en/articles/12684923-microsoft-365-connector-security-guide) +- [Restrict access to Claude with IP allowlisting](https://support.claude.com/en/articles/13200993-restrict-access-to-claude-with-ip-allowlisting) +- [Use Claude for Excel, PowerPoint, and Word with third-party platforms](https://support.claude.com/en/articles/13945233-use-claude-for-excel-powerpoint-and-word-with-third-party-platforms) +- [MCP connectors](https://support.claude.com/en/articles/14503689-mcp-connectors) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/13200993-restrict-access-to-claude-with-ip-allowlisting.md b/claude/team-and-enterprise-plans/security-and-compliance/13200993-restrict-access-to-claude-with-ip-allowlisting.md new file mode 100644 index 0000000000000000000000000000000000000000..ac5fafe744a1e7323fe327d6ed2227a482041403 --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/13200993-restrict-access-to-claude-with-ip-allowlisting.md @@ -0,0 +1,35 @@ +--- +title: "Restrict access to Claude with IP allowlisting" +title_slug: "restrict-access-to-claude-with-ip-allowlisting" +source_url: "https://support.claude.com/en/articles/13200993-restrict-access-to-claude-with-ip-allowlisting" +last_updated_iso: "2026-03-16T21:23:50Z" +article_id: "15023830" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Restrict access to Claude with IP allowlisting + +_Last updated: 2026-03-16T21:23:50Z_ + +> IP allowlisting is available for Enterprise plans only. + +IP allowlisting enables Enterprise plan administrators to control which IP addresses can access Claude through their organization. This feature ensures that requests can only be made from approved network locations, providing an additional layer of security. + +When enabled, we validate the source IP address of every authenticated request against your organization's configured allowlist. Requests from IP addresses not added to the allowlist will be blocked. + +IP allowlisting supports CIDR ranges. For example: `10.0.0.0/8, 2001:db8::/32`. + +## How to configure IP allowlisting + +If your Enterprise organization is interested in enabling an IP allowlist, please compile a list of all necessary CIDR ranges for your organization, including office locations, VPN exit points, and any other approved access points. Omitting required CIDR ranges could result in users getting locked out of Claude. Then, reach out to your Anthropic Contact or our [Sales team](https://claude.com/contact-sales) to share your list of CIDR ranges. They can add these to your account’s allowlist to enable the feature. + +When a request originates from an IP address that’s not in your allowlist, access is denied. Users should contact their IT administrator if they believe they're being blocked in error. + +## Related Articles +- [Claude in Chrome admin controls](https://support.claude.com/en/articles/13065128-claude-in-chrome-admin-controls) +- [Enforce network-level access control with Tenant Restrictions](https://support.claude.com/en/articles/13198485-enforce-network-level-access-control-with-tenant-restrictions) +- [Claude Enterprise Analytics API: Access engagement and adoption data](https://support.claude.com/en/articles/13694757-claude-enterprise-analytics-api-access-engagement-and-adoption-data) +- [Use plugins in Claude Cowork](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork) +- [Set up Code Review for Claude Code](https://support.claude.com/en/articles/14233555-set-up-code-review-for-claude-code) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/13296973-hipaa-ready-enterprise-plans.md b/claude/team-and-enterprise-plans/security-and-compliance/13296973-hipaa-ready-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..b91e369b6c36384d5a31a6ee29e6690494fb12a8 --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/13296973-hipaa-ready-enterprise-plans.md @@ -0,0 +1,70 @@ +--- +title: "HIPAA-ready Enterprise plans" +title_slug: "hipaa-ready-enterprise-plans" +source_url: "https://support.claude.com/en/articles/13296973-hipaa-ready-enterprise-plans" +last_updated_iso: "2026-03-16T21:04:10Z" +article_id: "15170249" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# HIPAA-ready Enterprise plans + +_Last updated: 2026-03-16T21:04:10Z_ + +> This feature is available for Enterprise plans only. + +We now offer a HIPAA-ready version of Claude that is available for organizations with Enterprise plans that choose to process protected health information (PHI) through Claude. This article explains what the offering includes, which features are available, and how to get started. + +## Overview + +The HIPAA-ready Enterprise offering is designed for healthcare providers, health plans, healthcare data processors, and their business associates who are subject to HIPAA requirements. This offering includes a Business Associate Agreement (BAA), functionality, and safeguards designed to support an organization's HIPAA compliance requirements. + +## Who is this for? + +This offering is designed for HIPAA-covered entities and their business associates, including: + +- Healthcare providers (e.g., hospitals, clinics, physicians) +- Health plans and insurers +- Healthcare data processors +- Business associates that handle PHI on behalf of covered entities +- Other HIPAA regulated entities + +If you're unsure whether your organization benefits from a HIPAA-ready product, ask yourself: will you be processing protected health information through Claude? If yes, you need the HIPAA-ready offering with a BAA. + +## Feature availability + +The HIPAA-ready Enterprise offering includes access to most of the features available on **[standard Enterprise plans](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan)**. For example, users can chat with Claude, create projects and artifacts, and use voice mode. Depending on what functions are enabled by the organization’s plan administrator, users can also leverage connectors, enterprise search, file creation and code execution, web search, research, and skills. More information about the specific features, functionality, and administrator controls are included in the **[Implementation Guide for HIPAA Entities](https://trust.anthropic.com/resources?s=rgirr4qe8u7ek8c2igx3&name=claude-for-enterprise-hipaa-ready-offering-implementation-guide)**. + +> **Important:** Claude Code bundled seats are not currently covered as part of the HIPAA-ready offering. If you purchase Enterprise seats that include Claude Code access, only the chat functionality is covered. Claude Code usage is not covered, even when purchased as part of a bundled seat. If your organization wants to have Claude Code usage covered as part of HIPAA-related services, contact your account team to discuss available options. +> +> Additionally, Cowork is not yet available for any HIPAA-ready Enterprise plans. + +## Additional resources + +For detailed implementation requirements and technical specifications, review the **[Implementation Guide for HIPAA Entities](https://trust.anthropic.com/resources?s=rgirr4qe8u7ek8c2igx3&name=claude-for-enterprise-hipaa-ready-offering-implementation-guide)** on the Anthropic Trust Center. + +> **Note:** You'll need to request access to view the Implementation Guide. Requests from domains matching existing customer accounts are approved automatically. + +## Getting started + +The HIPAA-ready offering requires a sales-assisted Enterprise plan and is not available on self-serve Enterprise plans. To get started, your organization must execute a BAA with our Sales team. + +1. **[Contact our Sales team](http://claude.com/contact-sales)** to discuss your organization's needs. +2. Review the Business Associate Agreement and the Implementation Guide. +3. Execute the Business Associate Agreement. +4. Work with your account team to appropriately set up and configure your HIPAA-ready Enterprise plan. + +## If you have an existing API BAA + +If your organization signed a BAA for Claude API usage before December 2, 2025, that agreement only covers API usage—it does not extend to the HIPAA-ready Enterprise plan. To add this Enterprise plan access, you'll need to sign a new BAA with your account team. + +BAAs signed after December 2, 2025 can cover both API usage and the Enterprise plan under a single agreement. + +## Related Articles +- [Business Associate Agreements (BAA) for Commercial Customers](https://support.claude.com/en/articles/8114513-business-associate-agreements-baa-for-commercial-customers) +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [How am I billed for my Enterprise plan?](https://support.claude.com/en/articles/11526368-how-am-i-billed-for-my-enterprise-plan) +- [Use Claude Code with your Team or Enterprise plan](https://support.claude.com/en/articles/11845131-use-claude-code-with-your-team-or-enterprise-plan) +- [Public Sector FAQs](https://support.claude.com/en/articles/13756069-public-sector-faqs) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/13346720-export-your-organization-s-data.md b/claude/team-and-enterprise-plans/security-and-compliance/13346720-export-your-organization-s-data.md new file mode 100644 index 0000000000000000000000000000000000000000..ddb38a9f473f8d4d62574b7a2e953ffbb16f13dd --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/13346720-export-your-organization-s-data.md @@ -0,0 +1,46 @@ +--- +title: "Export your organization's data" +title_slug: "export-your-organizations-data" +source_url: "https://support.claude.com/en/articles/13346720-export-your-organization-s-data" +last_updated_iso: "2026-03-16T20:34:02Z" +article_id: "15232299" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Export your organization's data + +_Last updated: 2026-03-16T20:34:02Z_ + +> Organization data exports are only available to Team and Enterprise plan Primary Owners. Data exports include conversation data and the user data for your account. + +Primary Owners of Team and Enterprise plans can export organization data from **[Organization settings > Data and Privacy](https://claude.ai/admin-settings/data-privacy-controls)** on the web app or Claude Desktop. + +Follow these steps to export your organization's data: + +1. Click on your initials in the lower left corner of your account. +2. Select "Organization settings" from the menu. +3. Click "Data and privacy" to open that section. +4. Click on the "Export Data" button. + +Once the export has been processed, you will receive a download link via email. + +> **Important:** Messages, files, and projects deleted from your account, either manually by individual users or via enterprise retention settings, will not be included in data exports initiated after the deletion. + +Please note: + +- There may be a small delay while the export is generated. +- The email will be sent to the address associated with your account. +- You must be signed in to your account to download your data using this link. +- The download link will expire 24 hours after delivery. +- If your link expires, you can always request a new one by repeating the export process. + +If you're an Enterprise Primary Owner looking to export audit logs, see **[How to access audit logs](https://support.claude.com/en/articles/9970975-how-to-access-audit-logs)**. + +## Related Articles +- [Who owns and manages the data of my team?](https://support.claude.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) +- [Access audit logs](https://support.claude.com/en/articles/9970975-access-audit-logs) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) +- [What happens to a user's data when they are removed from a Team or Enterprise organization?](https://support.claude.com/en/articles/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization) +- [Access the Compliance API](https://support.claude.com/en/articles/13015708-access-the-compliance-api) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/9265372-who-owns-and-manages-the-data-of-my-team.md b/claude/team-and-enterprise-plans/security-and-compliance/9265372-who-owns-and-manages-the-data-of-my-team.md new file mode 100644 index 0000000000000000000000000000000000000000..3d07cd06922ada4e97f6c76cf9ca259b5f22b36b --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/9265372-who-owns-and-manages-the-data-of-my-team.md @@ -0,0 +1,45 @@ +--- +title: "Who owns and manages the data of my team?" +title_slug: "who-owns-and-manages-the-data-of-my-team" +source_url: "https://support.claude.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team" +last_updated_iso: "2026-03-16T20:50:41Z" +article_id: "9462624" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Who owns and manages the data of my team? + +_Last updated: 2026-03-16T20:50:41Z_ + +> This article provides important information about your Claude for Work account associated with your organization's Claude for Work plan (Team or Enterprise plans). It includes details about data access and control that were shared with you when your Claude for Work plan account was set up. + +*This article is about our commercial products such as Claude for Work and the Anthropic API. For our consumer products such as Claude Free, Pro, Max and when accounts from those plans use Claude Code, see [here](https://privacy.claude.com/en/collections/10663362-consumers). * + +## Account Management + +Your organization's designated Primary Owner manages your Work account and all associated data. This includes the ability to request access to your user data through data exports, which may contain your conversations with Claude, uploaded files, and usage patterns. Primary Owners can also remove your access to the Claude for Work plan account if necessary. + +Your organization determines which Claude services and features you can access in your Claude for Work plan account and they may choose to limit certain functionality. + +## Governing Agreements + +The use of your Claude for Work plan account is governed by the agreement between Anthropic and your organization. Please contact your Primary Owner for details of this agreement. + +While Anthropic’s [Privacy Policy](https://www.anthropic.com/legal/privacy) describes how we collect, use, and share personal information when acting as a data controller in providing the Claude services to your organization, please note that the Anthropic [Consumer Terms of Service](https://www.anthropic.com/legal/consumer-terms) and [Privacy Policy](https://www.anthropic.com/legal/privacy) do not apply to the use of the Claude for Work plan where Anthropic acts as the data processor. + +## Organizational Policies + +Your organization may have its own internal policies regarding usage of Claude for Work plan. Please refer to your Primary Owner for guidance. + +## Questions about Privacy + +If you have any questions about data privacy in your Claude for Work plan account, we encourage you to contact your organization's account owner(s). + +## Related Articles +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [Updates to our Acceptable Use Policy (now “Usage Policy”), Consumer Terms of Service, and Privacy Policy](https://support.claude.com/en/articles/9301722-updates-to-our-acceptable-use-policy-now-usage-policy-consumer-terms-of-service-and-privacy-policy) +- [Manage user feedback settings on Team and Enterprise plans](https://support.claude.com/en/articles/10504844-manage-user-feedback-settings-on-team-and-enterprise-plans) +- [Getting Started with Claude for Education at Your University (for Owners/Admins)](https://support.claude.com/en/articles/11139094-getting-started-with-claude-for-education-at-your-university-for-owners-admins) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/9267385-does-anthropic-act-as-a-data-processor-or-controller.md b/claude/team-and-enterprise-plans/security-and-compliance/9267385-does-anthropic-act-as-a-data-processor-or-controller.md new file mode 100644 index 0000000000000000000000000000000000000000..6fec63971b40c43105a07f6f3ad660b6c3236d1f --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/9267385-does-anthropic-act-as-a-data-processor-or-controller.md @@ -0,0 +1,40 @@ +--- +title: "Does Anthropic Act as a Data Processor or Controller?" +title_slug: "does-anthropic-act-as-a-data-processor-or-controller" +source_url: "https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller" +last_updated_iso: "2026-03-16T20:37:21Z" +article_id: "9465176" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Does Anthropic Act as a Data Processor or Controller? + +_Last updated: 2026-03-16T20:37:21Z_ + +*This article is about our commercial products such as Claude for Work and the Anthropic API. For our consumer products such as Claude Free, Pro, Max and when accounts from those plans use Claude Code, see **[here](https://privacy.claude.com/en/collections/10663362-consumers).* + +When a commercial customer creates a Claude for Work account (Team or Enterprise plan), under our [Commercial Terms of Service](https://www.anthropic.com/legal/commercial-terms) the customer is the "Controller" of the data submitted by its Users. This means: + +- The customer has control over who can be a member of their team and provides us with instructions for how submitted data can be used. +- The customer may access and export data (such as conversation history) submitted by its Users. +- Anthropic acts as a "Processor" of the data on behalf of the customer. Anthropic only processes the data as instructed by the customer in order to provide the Claude service. +- Anthropic does not use the data you share when using our commercial products to train our models, unless you choose to participate in our [Development Partner Program](https://support.claude.com/en/articles/11174108-about-the-development-partner-program). + +In summary, for Claude for Work, the customer organization maintains control over their Users' data, and Anthropic only processes that data to provide the service on the customer's behalf, according to our agreement. You should consult with your organization's administrators regarding Claude usage policies. + +## Resources + +For more details on our data practices, please see the: + +- [Anthropic Privacy Center](https://privacy.claude.com/en/collections/10663361-commercial-customers) +- [Anthropic Trust Center](http://trust.anthropic.com) +- [Anthropic Privacy Policy](https://www.anthropic.com/legal/privacy) + +## Related Articles +- [How do I view and sign your Data Processing Addendum (DPA)?](https://support.claude.com/en/articles/7996862-how-do-i-view-and-sign-your-data-processing-addendum-dpa) +- [Who owns and manages the data of my team?](https://support.claude.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) +- [About the Development Partner Program](https://support.claude.com/en/articles/11174108-about-the-development-partner-program) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) +- [Anthropic Software Directory Policy](https://support.claude.com/en/articles/13145358-anthropic-software-directory-policy) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/9267387-how-can-i-access-the-personal-information-that-anthropic-has-on-my-account.md b/claude/team-and-enterprise-plans/security-and-compliance/9267387-how-can-i-access-the-personal-information-that-anthropic-has-on-my-account.md new file mode 100644 index 0000000000000000000000000000000000000000..fedd4468cc4adcf2a1f96de3cdb0bd2c66455916 --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/9267387-how-can-i-access-the-personal-information-that-anthropic-has-on-my-account.md @@ -0,0 +1,23 @@ +--- +title: "How can I access the personal information that Anthropic has on my account?" +title_slug: "how-can-i-access-the-personal-information-that-anthropic-has-on-my-account" +source_url: "https://support.claude.com/en/articles/9267387-how-can-i-access-the-personal-information-that-anthropic-has-on-my-account" +last_updated_iso: "2026-03-16T20:49:55Z" +article_id: "9465178" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# How can I access the personal information that Anthropic has on my account? + +_Last updated: 2026-03-16T20:49:55Z_ + +Please refer to our [Privacy Center](https://privacy.anthropic.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) for more information about this. + +## Related Articles +- [I would like to input sensitive data into my chats with Claude. Who can view my conversations?](https://support.claude.com/en/articles/8325621-i-would-like-to-input-sensitive-data-into-my-chats-with-claude-who-can-view-my-conversations) +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [What Certifications has Anthropic obtained?](https://support.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained) +- [Where can I learn more about Anthropic's Privacy practices?](https://support.claude.com/en/articles/10035659-where-can-i-learn-more-about-anthropic-s-privacy-practices) +- [Who owns and manages the data of my Claude for Education account?](https://support.claude.com/en/articles/11732894-who-owns-and-manages-the-data-of-my-claude-for-education-account) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans.md b/claude/team-and-enterprise-plans/security-and-compliance/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans.md new file mode 100644 index 0000000000000000000000000000000000000000..b12862d5f33f021cabc5b64c7c615bb7d67e99fd --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans.md @@ -0,0 +1,31 @@ +--- +title: "Can you delete data that I sent via Team and Enterprise plans?" +title_slug: "can-you-delete-data-that-i-sent-via-team-and-enterprise-plans" +source_url: "https://support.claude.com/en/articles/9796617-can-you-delete-data-that-i-sent-via-team-and-enterprise-plans" +last_updated_iso: "2026-03-16T20:49:57Z" +article_id: "10177032" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Can you delete data that I sent via Team and Enterprise plans? + +_Last updated: 2026-03-16T20:49:57Z_ + +*This article is about our commercial products such as Claude for Work and the Anthropic API. For our consumer products such as Claude Free, Pro, Max and when accounts from those plans use Claude Code, see **[here](https://privacy.claude.com/en/collections/10663362-consumers).* + +While using Team and Enterprise plans, prompts and conversations in the product are maintained so you can see your conversation history in the product. You can [delete your chats](https://privacy.claude.com/en/articles/11117329-how-can-i-delete-or-rename-a-conversation) to remove them from your visible history. + +We also retain data in our backend systems as described [here](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data). + +Read more [here](https://privacy.claude.com/en/articles/7996875-can-you-delete-data-that-i-sent-via-api) about deleting data sent via API. + +Enterprise plan customers can also set [custom retention timelines](https://support.claude.com/en/articles/10440198-custom-data-retention-controls-for-claude-enterprise) for their organization’s data. + +## Related Articles +- [Who owns and manages the data of my team?](https://support.claude.com/en/articles/9265372-who-owns-and-manages-the-data-of-my-team) +- [Does Anthropic Act as a Data Processor or Controller?](https://support.claude.com/en/articles/9267385-does-anthropic-act-as-a-data-processor-or-controller) +- [What is the Enterprise plan?](https://support.claude.com/en/articles/9797531-what-is-the-enterprise-plan) +- [Configure custom data retention controls for Enterprise plans](https://support.claude.com/en/articles/10440198-configure-custom-data-retention-controls-for-enterprise-plans) +- [Claude Design admin guide for Team and Enterprise plans](https://support.claude.com/en/articles/14604406-claude-design-admin-guide-for-team-and-enterprise-plans) diff --git a/claude/team-and-enterprise-plans/security-and-compliance/9970975-access-audit-logs.md b/claude/team-and-enterprise-plans/security-and-compliance/9970975-access-audit-logs.md new file mode 100644 index 0000000000000000000000000000000000000000..6b7cfa8b0b459521f460125fef793eedc5c0890d --- /dev/null +++ b/claude/team-and-enterprise-plans/security-and-compliance/9970975-access-audit-logs.md @@ -0,0 +1,39 @@ +--- +title: "Access audit logs" +title_slug: "access-audit-logs" +source_url: "https://support.claude.com/en/articles/9970975-access-audit-logs" +last_updated_iso: "2026-03-16T20:32:36Z" +article_id: "10425028" +breadcrumbs: + - "Team and Enterprise plans" + - "Security and compliance" +--- + +# Access audit logs + +_Last updated: 2026-03-16T20:32:36Z_ + +> Audit logs are available for Enterprise organizations only. + +Organization Owners and Primary Owners can export data within **[Organization settings > Data and Privacy](https://claude.ai/admin-settings/data-privacy-controls)** and clicking the "Export logs" button. Upon triggering this export, all audit logs for the organization within the past 180 days will be aggregated. The Owner who requested the export will receive an email containing a download link, which is active for 24 hours. Note that there may be a delay between triggering the export and receiving the email as logs are aggregated. + +Please note that title and content of chats and projects are not available to be exported in audit logs (only their unique identifiers will be exported). However, chat inputs/outputs will be exportable by Primary Owners via **[data exports](https://support.claude.com/en/articles/9450526-how-can-i-export-my-claude-data)**. + +> **Note:** Audit log events are available in the Compliance API. For more information, refer to **[Access the Compliance API](https://support.claude.com/en/articles/13015708-access-the-compliance-api)**. + +## Log Structure + +Audit logs consist of the following columns: + +## Entities + +The entities that can be affected by events. Entity info follows this structure: + +## Recorded Events + +## Related Articles +- [Roles and permissions](https://support.claude.com/en/articles/9267276-roles-and-permissions) +- [Important considerations before enabling single sign-on (SSO) and JIT/SCIM provisioning](https://support.claude.com/en/articles/10276682-important-considerations-before-enabling-single-sign-on-sso-and-jit-scim-provisioning) +- [What happens to a user's data when they are removed from a Team or Enterprise organization?](https://support.claude.com/en/articles/12053672-what-happens-to-a-user-s-data-when-they-are-removed-from-a-team-or-enterprise-organization) +- [Manage members on Team and Enterprise plans](https://support.claude.com/en/articles/13133750-manage-members-on-team-and-enterprise-plans) +- [Find and join a Team or Enterprise organization](https://support.claude.com/en/articles/13566435-find-and-join-a-team-or-enterprise-organization) diff --git a/hackerrank/chakra/getting-started/6908366644-introduction-to-chakra.md b/hackerrank/chakra/getting-started/6908366644-introduction-to-chakra.md new file mode 100644 index 0000000000000000000000000000000000000000..c45ba63fe86ef1ace16eb2eebc2efac69a296fe2 --- /dev/null +++ b/hackerrank/chakra/getting-started/6908366644-introduction-to-chakra.md @@ -0,0 +1,44 @@ +--- +title: "Introduction to Chakra Key features How-to guides" +title_slug: "introduction-to-chakra-key-features-how-to-guides" +source_url: "https://support.hackerrank.com/articles/6908366644-introduction-to-chakra" +article_slug: "6908366644-introduction-to-chakra" +last_updated_exact: "Feb 11, 2026, 2:29 PM" +last_updated_relative: "Last updated 2 months ago" +breadcrumbs: + - "Chakra" + - "Getting Started" +--- + +# Introduction to Chakra Key features How-to guides + +_Last updated: Feb 11, 2026, 2:29 PM (Last updated 2 months ago)_ + +Chakra is an AI-powered interviewer that conducts fully autonomous interviews for technical and non-technical roles. It mirrors the structure and rigor of real-world interviews. It delivers consistent and unbiased candidate evaluations and supports high-volume hiring without compromising interview quality or integrity. + +# Key features + +Chakra offers the following benefits: + +- **Create and customize interviews:** Create interviews using a job description or role-specific prompts. Chakra identifies required skills, builds interview sections, and generates role-based questions. You can customize the interview structure and focus areas to match your hiring requirements. + +- **Scalable and consistent interview experience:** Run interviews autonomously at scale. Chakra delivers a consistent interview experience for every candidate, regardless of volume. + +- **Unbiased evaluation with standardized rubrics:** Evaluate candidates using a predefined, standardized rubric. Chakra applies the same scoring criteria to all candidates, reducing interviewer bias and enabling fair, consistent comparisons. + +- **Built-in integrity checks:** Protect interview authenticity with built-in integrity and proctoring safeguards. Chakra monitors candidate behavior during the interview and flags suspicious activity for review. + +- **Reduced interviewer effort:** Eliminate the need for live interviewers. Chakra adapts questions in real time and generates detailed candidate reports, allowing hiring teams to focus on review and decision-making instead of conducting interviews. + +# How-to guides + +The following articles will help you get started with Chakra: + +- [📄 Create an AI Interviewer](/articles/8041423965) + \ +- [📄 Invite Candidates to an AI Interview](/articles/5542727476) + \ +- [📄 View Candidate Report](/articles/6818900787) + \ + +\ diff --git a/hackerrank/chakra/integrations/8472393759-ashby-chakra-integration-user-guide.md b/hackerrank/chakra/integrations/8472393759-ashby-chakra-integration-user-guide.md new file mode 100644 index 0000000000000000000000000000000000000000..8ee16297bca2f59474d143fc79844a0f4f8e7f83 --- /dev/null +++ b/hackerrank/chakra/integrations/8472393759-ashby-chakra-integration-user-guide.md @@ -0,0 +1,121 @@ +--- +title: "Ashby - Chakra Integration User Guide Prerequisites Adding an AI Interviewer activity in Ashby Scheduling HackerRank AI Interview from Ashby Viewing Interview results" +title_slug: "ashby-chakra-integration-user-guide-prerequisites-adding-an-ai-interviewer-activity-in-ashby-scheduling-hackerrank-ai-interview-from-ashby-viewing-interview-results" +source_url: "https://support.hackerrank.com/articles/8472393759-ashby-chakra-integration-user-guide" +article_slug: "8472393759-ashby-chakra-integration-user-guide" +last_updated_exact: "Apr 22, 2026, 9:57 AM" +last_updated_relative: "Last updated 5 days ago" +breadcrumbs: + - "Chakra" + - "Integrations" +--- + +# Ashby - Chakra Integration User Guide Prerequisites Adding an AI Interviewer activity in Ashby Scheduling HackerRank AI Interview from Ashby Viewing Interview results + +_Last updated: Apr 22, 2026, 9:57 AM (Last updated 5 days ago)_ + +This guide outlines how to use the Ashby - HackerRank integration to schedule Chakra interviews and review interview results directly in Greenhouse. + +# Prerequisites + +Before you begin, ensure you meet the following requirements: + +- You have an active Chakra account. To enable it, contact HackerRank support at [chakra-support@hackerrank.com](mailto:chakra-support@hackerrank.com). + +- You have an active Ashby account. + +- The HackerRank integration with Greenhouse is complete. For more information, see [📄 Ashby - HackerRank Integration Configuration Guide](/articles/4146164514). + +# Adding an AI Interviewer activity in Ashby + +To add an AI Interviewer activity to a stage in the job interview plan: + +1. Log in to your Ashby account using your credentials. + +2. Go to the **Jobs** tab. + +  + +3. Select the job you want to update. + +4. Go to the **Interview Plan.** + +5. Select the stage where you want to add the AI Interviewer activity. + +6. Click **Add Activity to \[stage name\].** + +7. Select **Add Activity** from the drop-down menu. + +  + +8. In the **Add Activity** dialog, scroll down to **Integrations**. + +9. Select **HackerRank.** + +  + +10. In the **Add Assessment Activity** dialog, select the AI interviewer from the **Assessment Type** drop-down. + +  + +11. Click **Add Activity**. + +Ashby adds the AI Interviewer activity to the selected stage. + +# Scheduling HackerRank AI Interview from Ashby + +**Note**: Before you schedule an interview, ensure that the **AI Interviewer** activity is added to a stage in the job interview plan in Ashby. For more information, see [Adding HackerRank AI Interviewer activity in Ashby](https://support.hackerrank.com/articles/8472393759-ashby-chakra-integration-user-guide#adding-an-ai-interviewer-activity-in-ashby). + +To schedule an AI interview in Ashby: + +1. Go to **Candidates \> Candidate Pipeline** + +2. Select a candidate from the pipeline for the respective job. + +3. Click **Change Stage.** + +  + +4. Select the stage where you added the AI interviewer activity from the drop-down. + +Ashby sends the candidate an email with the AI interview link. + + + +In Chakra, the candidate appears with the status **Invited.** + + + +# Viewing Interview results + +When a candidate completes an AI interview, Ashby displays the interview report in the candidate's profile. + +To view the interview results in Ashby: + +1. Open the candidate's profile in Ashby. + +2. Go to the **Activities & Progress** tab. + +3. Select the stage where the candidate completed the AI interview to view following details: + +  + + - **Status:** The status of the assessment. + + - **Finished:** Date and time when the candidate completed the assessment. + + - **Score:** Candidate’s final interview score. + + - **Report URL:** Click **View in HackerRank** to open the detailed report in Chakra. + + - **Assessment Sent Date:** Date and time when the assessment was sent to the candidate. + + - **Test Start Date:** Date and time when the candidate started the assessment. + + - **Test Duration:** The total time taken to complete the assessment by the candidate. + + - **Max Score:** The maximum score a candidate can achieve in the assessment. + + - **Plagiarism:** Indicates whether potential plagiarism is detected + +\ diff --git a/hackerrank/chakra/integrations/8491534135-greenhouse-chakra-integration-user-guide.md b/hackerrank/chakra/integrations/8491534135-greenhouse-chakra-integration-user-guide.md new file mode 100644 index 0000000000000000000000000000000000000000..e1eca284e6de5b38f3bbc45b3952f2c1217b0e17 --- /dev/null +++ b/hackerrank/chakra/integrations/8491534135-greenhouse-chakra-integration-user-guide.md @@ -0,0 +1,105 @@ +--- +title: "Greenhouse - Chakra Integration User Guide Prerequisites Adding an AI Interviewer stage in Greenhouse Scheduling an AI Interview from Greenhouse Viewing interview results" +title_slug: "greenhouse-chakra-integration-user-guide-prerequisites-adding-an-ai-interviewer-stage-in-greenhouse-scheduling-an-ai-interview-from-greenhouse-viewing-interview-results" +source_url: "https://support.hackerrank.com/articles/8491534135-greenhouse-chakra-integration-user-guide" +article_slug: "8491534135-greenhouse-chakra-integration-user-guide" +last_updated_exact: "Apr 22, 2026, 9:56 AM" +last_updated_relative: "Last updated 5 days ago" +breadcrumbs: + - "Chakra" + - "Integrations" +--- + +# Greenhouse - Chakra Integration User Guide Prerequisites Adding an AI Interviewer stage in Greenhouse Scheduling an AI Interview from Greenhouse Viewing interview results + +_Last updated: Apr 22, 2026, 9:56 AM (Last updated 5 days ago)_ + +This guide outlines how to use the Greenhouse - HackerRank integration to schedule Chakra interviews and review interview results directly in Greenhouse. + +# Prerequisites + +Before you begin, ensure you meet the following requirements: + +- You have an active Chakra account. To enable, contact HackerRank support at [chakra-support@hackerrank.com](mailto:chakra-support@hackerrank.com). + +- You have an active Greenhouse account. + +- The HackerRank integration with Greenhouse is complete. For more information, see [📄 Greenhouse - HackerRank Integration Guide](/articles/1406188460). + +# Adding an AI Interviewer stage in Greenhouse + +Interview plans in Greenhouse consist of multiple stages, such as Application Review, Interview, and Offer. You can add an **AI Interviewer** stage to allow candidates to complete a HackerRank AI interview as part of the hiring process. + +To add an AI Interviewer stage to a job interview plan in Greenhouse: + +1. Log in to your Greenhouse account using your credentials. + +2. Go to the **Jobs** tab. + +3. Select the job you want to update. + +4. Go to **Job Setup** **\>** **Interview Plan**. + +5. Click **Add stage.** + +  + +6. In the **Add Stage** dialog, select **HackerRank Assessment**. + +  + + **Note:** If **HackerRank Assessment** does not appear in the stage list, the integration is not configured correctly. For more information, see [📄 Greenhouse - HackerRank Integration Guide](/articles/1406188460). + +7. Click **Add**. Greenhouse adds the HackerRank Assessment stage to the interview plan. + +8. Click the edit icon next to the stage to rename it to match your hiring workflow. For example, HackerRank AI Interviewer. + +  + +9. Click **Edit Interview** next to the **AI Interviewer** stage. + +10. Select the AI interviewer from the **Test name** drop-down. + +  + +**Tip:** Move the **AI Interviewer** stage to the appropriate position in the interview plan. + +# Scheduling an AI Interview from Greenhouse + +**Note**: Before you schedule an interview, ensure that the **AI Interviewer** stage is added to the job interview plan in Greenhouse. For more information, see [Adding HackerRank AI interview stage in Greenhouse](https://support.hackerrank.com/articles/8491534135-greenhouse-chakra-integration-user-guide#adding-an-ai-interviewer-stage-in-greenhouse). + +To schedule an AI interview in Greenhouse: + +1. Open the candidate's profile in Greenhouse. + +2. Go to the **Stages** tab. + +3. Click **Move stage** and select the **AI Interviewer** stage. + +  + +Greenhouse sends the candidate an email with the AI interview link. + + + +In Chakra, the candidate appears with the status **Invited**. + + + +# Viewing interview results + +When a candidate completes an AI interview, Greenhouse displays the interview report in the candidate's profile. + +To view the interview results in Greenhouse: + +1. Open the candidate’s profile in Greenhouse. + +2. Go to the **Stages** tab. + +3. Select the **AI Interviewer** stage to view the candidate’s score. + +4. Click **Go to test** to view the detailed interview scorecard in Chakra. + + **Note:** You can also view the AI interview report in the **Notes** panel. + +\ diff --git a/hackerrank/chakra/manage-chakra/5542727476-invite-candidates-to-an-ai-interview.md b/hackerrank/chakra/manage-chakra/5542727476-invite-candidates-to-an-ai-interview.md new file mode 100644 index 0000000000000000000000000000000000000000..ca57998375a27e5c107f3e3973b76ac46063fde8 --- /dev/null +++ b/hackerrank/chakra/manage-chakra/5542727476-invite-candidates-to-an-ai-interview.md @@ -0,0 +1,75 @@ +--- +title: "Invite Candidates to an AI Interview Prerequisite Inviting candidates to an AI interview Candidate experience" +title_slug: "invite-candidates-to-an-ai-interview-prerequisite-inviting-candidates-to-an-ai-interview-candidate-experience" +source_url: "https://support.hackerrank.com/articles/5542727476-invite-candidates-to-an-ai-interview" +article_slug: "5542727476-invite-candidates-to-an-ai-interview" +last_updated_exact: "Apr 22, 2026, 10:02 AM" +last_updated_relative: "Last updated 4 days ago" +breadcrumbs: + - "Chakra" + - "Manage Chakra" +--- + +# Invite Candidates to an AI Interview Prerequisite Inviting candidates to an AI interview Candidate experience + +_Last updated: Apr 22, 2026, 10:02 AM (Last updated 4 days ago)_ + +Chakra allows recruiters to invite candidates to an AI interview through an interview link. Candidates can use this link to start the interview. + +You can share the link directly with candidates or distribute it through supported channels such as email, your ATS, or your careers page. + +# Prerequisite + +You must have created an AI interview in Chakra. For more information, see [📄 Create an AI Interviewer](/articles/8041423965). + +# Inviting candidates to an AI interview + +To invite candidates to an AI interview in Chakra: + +1. Log in to [Chakra](https://www.hackerrank.com/ai-interviews) using your credentials. + +2. Click the sidebar icon and select **My Interviewers**. + +  + +3. Locate the interviewer you want to invite candidates to. + +4. Click the copy link icon. + +  + +5. Share the copied link with candidates (For example, through email, your ATS, or your careers page). + +**Note:** You can also copy the interview link from the **Overview** page after you open the interviewer. + + + +# Candidate experience + +When candidates click the interview link, the system directs them to the interview page. Before the interview starts, candidates can enter the required details and grant permission for webcam, microphone, screen sharing, and multiple-monitor detection. + + + +The AI interviewer opens the session by: + +- Introducing the interview + +- Explaining the interview agenda + +- Describing what the interview covers + +- Answering any initial candidate questions + +During the interview, the AI interviewer maintains a natural, conversational flow. It: + +- Asks follow-up questions in real time + +- Probes deeper based on candidate responses + +- Adapt questions to personalize the discussion + +- Tracks elapsed and remaining time to manage pacing and cover all topics within the allotted duration + +The interview supports multimodal interaction and responds dynamically as the conversation progresses. + +Throughout the session, live proctoring and integrity monitoring run in the background to help ensure a fair and consistent interview experience. diff --git a/hackerrank/chakra/manage-chakra/6818900787-view-candidate-reports.md b/hackerrank/chakra/manage-chakra/6818900787-view-candidate-reports.md new file mode 100644 index 0000000000000000000000000000000000000000..012a77eb6d840b2b08efbd5fe49fb8588a00bb72 --- /dev/null +++ b/hackerrank/chakra/manage-chakra/6818900787-view-candidate-reports.md @@ -0,0 +1,125 @@ +--- +title: "View Candidate Report in Chakra Viewing candidate report Candidate report components" +title_slug: "view-candidate-report-in-chakra-viewing-candidate-report-candidate-report-components" +source_url: "https://support.hackerrank.com/articles/6818900787-view-candidate-reports" +article_slug: "6818900787-view-candidate-reports" +last_updated_exact: "Apr 22, 2026, 10:02 AM" +last_updated_relative: "Last updated 4 days ago" +breadcrumbs: + - "Chakra" + - "Manage Chakra" +--- + +# View Candidate Report in Chakra Viewing candidate report Candidate report components + +_Last updated: Apr 22, 2026, 10:02 AM (Last updated 4 days ago)_ + +The candidate report summarizes a completed AI interview. It organizes evidence and feedback so you can quickly evaluate a candidate's performance and integrity. + +You can use the report to review recommendations, interview responses, integrity signals, and section-level feedback in one place. + +**Note:** You can view AI Interview reports only for candidates who complete the interview. + +# Viewing candidate report + +To access candidate reports: + +1. Log in to [Chakra](https://www.hackerrank.com/ai-interviews) using your credentials. + +2. Click the sidebar icon and select **My Interviewers**. + +  + +3. Select the interview for which you want to view candidate reports. + +4. Go to the **Candidates** tab. + +  + + **Note:** + + - Use the search bar to find a specific candidate. + + - Use the following filters to refine results: + +  + + - **Status**: Filter by Invited, In Progress, Completed + + - **Integrity Issue**: Filter by No issues detected, Medium, High + +5. Select a candidate's name to open the candidate report. + +# Candidate report components + +The candidate report includes the following components: + +- **Overall recommendation:** The report displays an overall score on a 5-point scale to summarize the candidate’s performance across all interview sections. + +  + + If the system detects a candidate for suspicious activity, a flag icon appears next to the recommendation. Click the flag icon to open the **Review Suspicious Activity panel** on the right. The panel displays integrity-related evidence from the interview, including screenshots, webcam images, and timestamps. + + + +- **Overall summary:** A short summary explains the hiring recommendation. It highlights the candidate’s key strengths and areas for improvement. + +  + +- **Interview Recording and Transcript:** The report includes a full interview recording with a synchronized transcript. + +  + + You can: + + - Play or pause the recording + + - Scrub the timeline to navigate to specific points + + - Adjust playback speed + + The timeline aligns with interview sections. Hover over the timeline to view section names and timestamps. + + The transcript appears in a side panel and stays synchronized with the recording. It highlights the current segment during playback. + + Use **Go to** menu to navigate to a specific section in the transcript. Select **Download** to save the recording and transcript for offline review or sharing. + + + +- **Suspicious Activity Detected:** Highlights integrity-related signals captured during the interview. Common signals include: + +  + + - **Tab switch or full-screen exits**: Attempts to exit full-screen mode or switch browser tabs are automatically flagged and logged. + + - **Webcam integrity issues**: Analyzes webcam images for potential violations, such as the candidate’s face missing for an extended period, multiple faces visible, or secondary faces detected. + + - **Screenshot analysis:** Reviews periodic screen captures for suspicious activity during the candidate session. + + Click each signal to open the **Review Suspicious Activity** panel on the right. The panel displays supporting evidence, such as screenshots, webcam images, or timestamps. + +  + + Review the supporting evidence for each signal before drawing conclusions. + +- **Section-based feedback:** The report organizes feedback by interview section. + +  + + Each section includes: + + - A score on a 5-point scale + + - Bullet points that summarize key aspects of the candidate’s performance + + Select a bullet point to view detailed insights that support the AI evaluation, including: + + - Expected response or evaluation criteria + + - Transcript references with timestamps + + - Highlighted candidate responses + + Use section-based feedback to understand the candidate’s strengths and gaps at a granular level. + +\ diff --git a/hackerrank/chakra/manage-chakra/8041423965-create-an-ai-interviewer.md b/hackerrank/chakra/manage-chakra/8041423965-create-an-ai-interviewer.md new file mode 100644 index 0000000000000000000000000000000000000000..bdbbd5e0b2a1df0edb43d720a265752cb386f242 --- /dev/null +++ b/hackerrank/chakra/manage-chakra/8041423965-create-an-ai-interviewer.md @@ -0,0 +1,130 @@ +--- +title: "Create an AI Interviewer Creating an AI interviewer Editing an AI Interviewer" +title_slug: "create-an-ai-interviewer-creating-an-ai-interviewer-editing-an-ai-interviewer" +source_url: "https://support.hackerrank.com/articles/8041423965-create-an-ai-interviewer" +article_slug: "8041423965-create-an-ai-interviewer" +last_updated_exact: "Apr 22, 2026, 10:01 AM" +last_updated_relative: "Last updated 4 days ago" +breadcrumbs: + - "Chakra" + - "Manage Chakra" +--- + +# Create an AI Interviewer Creating an AI interviewer Editing an AI Interviewer + +_Last updated: Apr 22, 2026, 10:01 AM (Last updated 4 days ago)_ + +You can use Chakra to create an AI interviewer based on a job role or job description. Chakra analyzes your input and generates a structured interview plan that you can review and refine. + +# Creating an AI interviewer + +To create an AI interviewer: + +1. Log in to [Chakra](https://www.hackerrank.com/ai-interviews) using your credentials. + +2. On the **Create your interviewer** page, describe the job role using one of the following input methods: + +  + + - **Text input:** + + 1. Type or paste the job description in the input field. + +  + + 2. Click the send icon. + + - **Speech input:** + + 1. Click the microphone icon to start recording. + +  + + 2. Click the confirm icon to stop recording. + + 3. Review the transcript and click the send icon. + +3. Provide additional details when prompted to refine the interview, such as: + + - Candidate experience level + + - Work location and schedule expectations + + - Must-have and nice-to-have skills + + + +1. Enter your responses and click the send icon.\ + Chakra analyzes the role and displays the **Timeline of the interviewer** pane, which includes: + +  + + - Interview sections + + - Estimated duration for each section + + - Evaluation goals for each section + + + +1. Review the generated interview plan. + +2. (Optional) Enter prompts to refine the structure or content of the interview. For example, + + - Reorder interview sections + + - Modify the focus of a section + + - Change the question types in a section + +The **Timeline of the interviewer** pane updates in real time as you provide input. You can continue refining the structure or content of the interview until you are satisfied with the output. + +1. (Optional) Click **Sample Questions** to review sample questions for any interview section. + +  + + + +1. Click **Create Interviewer** to finalize the setup. + +  + +Chakra creates the AI interview and displays it under the **My Interviewers** tab. + + + +To invite candidates to the Interview, see [📄 Invite Candidates to an AI Interview](/articles/5542727476). + +**Note: ** + +- Click **Try Interviewer** to experience the interview flow as a candidate. + +  + +- To rename the interview, click the interview name and enter a new name. + +  + +# Editing an AI Interviewer + +To edit an AI Interviewer: + +1. Click the sidebar icon and select **My Interviewers**. + +  + +2. Select the AI Interviewer you want to update. + +3. In the **Overview** tab, hover over a section under **Interview Structure & Timeline**. + +4. Click the edit icon to open the **Edit Interviewer** page. + +  + +5. Enter prompts to make the required changes. + +6. Click **Looks Good** to apply the updates. + +  + +\ diff --git a/hackerrank/chakra/manage-chakra/8961150967-clone-an-ai-interviewer.md b/hackerrank/chakra/manage-chakra/8961150967-clone-an-ai-interviewer.md new file mode 100644 index 0000000000000000000000000000000000000000..8ed3d4e5d822266cef1ce648097ab231dad86101 --- /dev/null +++ b/hackerrank/chakra/manage-chakra/8961150967-clone-an-ai-interviewer.md @@ -0,0 +1,47 @@ +--- +title: "Clone an AI Interviewer Prerequisite Cloning an AI interviewer" +title_slug: "clone-an-ai-interviewer-prerequisite-cloning-an-ai-interviewer" +source_url: "https://support.hackerrank.com/articles/8961150967-clone-an-ai-interviewer" +article_slug: "8961150967-clone-an-ai-interviewer" +last_updated_exact: "Apr 22, 2026, 10:00 AM" +last_updated_relative: "Last updated 5 days ago" +breadcrumbs: + - "Chakra" + - "Manage Chakra" +--- + +# Clone an AI Interviewer Prerequisite Cloning an AI interviewer + +_Last updated: Apr 22, 2026, 10:00 AM (Last updated 5 days ago)_ + +Clone an AI interviewer to create a copy of an existing interviewer, including its prompts and sections. You can use the cloned version to adapt the setup for a different role without creating a new interviewer from scratch. + +# Prerequisite + +Your organization must have created at least one AI interviewer. + +# Cloning an AI interviewer + +To clone an AI interviewer: + +1. Log in to [Chakra](https://www.hackerrank.com/ai-interviews) using your credentials. + +2. Click the sidebar icon and select **My Interviewers**. + +3. Select the AI Interviewer you want to clone. + +4. Click the more option menu in the upper-right corner. + +  + +5. Select **Duplicate**. + +  + +Chakra creates a copy of the AI interviewer and opens it in a new window. + +**Note**: The cloned test name follows this format: **Original Test Name (Clone)**. + + + +After cloning, update the AI interviewer to match your requirements. For example, rename the interviewer, modify sections, and update role-specific details. diff --git a/hackerrank/engage/3958121708-setting-up-the-event-microsite.md b/hackerrank/engage/3958121708-setting-up-the-event-microsite.md new file mode 100644 index 0000000000000000000000000000000000000000..e16ed75208efb7786d7b77a8879900670a0b8e61 --- /dev/null +++ b/hackerrank/engage/3958121708-setting-up-the-event-microsite.md @@ -0,0 +1,122 @@ +--- +title: "Set Up a Microsite" +title_slug: "set-up-a-microsite" +source_url: "https://support.hackerrank.com/articles/3958121708-setting-up-the-event-microsite" +article_slug: "3958121708-setting-up-the-event-microsite" +last_updated_exact: "Oct 15, 2025, 3:43 PM" +last_updated_relative: "Last updated 6 months ago" +breadcrumbs: + - "Engage" +--- + +# Set Up a Microsite + +_Last updated: Oct 15, 2025, 3:43 PM (Last updated 6 months ago)_ + +You can set up a microsite to present your event details, customize the candidate experience, and promote your employer brand. + +## Setting up a microsite for coding challenges + +To configure a microsite for a coding challenge event: + +### Steps 1: Access microsite editor + +To access microsite editor: + +1. Log in to **Engage** using your credentials. + +2. Select the event you want to edit. + +3. In the left panel, select **Microsite**. + +  + +4. Click **Edit**. + +### Steps 2: Update content layout + +Use the **Content** tab to add or modify microsite sections: + + + +- Edit default sections such as **Event Details**, **About Company**, **Testimonials**, and **FAQs**. + +- Generate a banner image using AI. + +  + + 1. Edit the section that includes your event name. + + 2. In the **Cover Photo/Video** section, select the **Image** tab. + + 3. Describe the image you want in the provided textbox. + + - You can use the suggested prompts as inspiration, if needed. + + - (Optional) Click the picture icon to import your logo into the image prompt. + + 4. Click the green submit arrow button to generate the banner. The AI generates a customized banner that includes your event name. + + **Note:** + + - You can regenerate the banner image up to five times to explore alternate versions. + + - If you prefer to use your own banner image, select **Upload Image** to add a banner image. + +- Reorder or hide sections to match your event flow. + +- Click **+ Add new section** to include new section and choose a layout to present text, images, or videos based on your event needs. + +  + +- In the **Event Timeline** section: + +  + + - Display key dates, such as the **registration deadline** and **coding challenge** round. + + - Select **+ Add Round** to include other events, such as webinars or interview stages. + +### Steps 3: Customize styling + +Under the **Styling** tab: + + + +- Choose a section layout and select a theme: **Classic**, **Balanced**, or **Impact**. + +- Enter a hex code for your brand color (for example, \#007bff). + +- Upload your company logo (JPG or PNG format, maximum 50px height, up to 10MB). + +### Steps 4: Define registration fields and eligibility criteria + +In the **Registration** tab: + + + +- Use the default fields: **Full Name**, **Email**, and **Country**. + +- Select **+ Add Field** to include custom fields. + +- Use the **Set eligibility criteria** option to filter candidates for default and custom fields. + +- Remove fields that are not relevant to your event. + +- Automatically categorize candidates into **eligible** and **non-eligible** groups based on the criteria you set. + +**Note:** After you publish the microsite, you cannot edit the **Eligibility Criteria**, **Participation Type**, or **Registration Form Fields**. + +### Steps 5: Publish microsite + +To publish: + +1. Click **Publish** to make the microsite live. + +2. Preview your microsite using the link at the top of the page and share it with your marketing team to begin promoting the event. + +  + +\ +\ +\ diff --git a/hackerrank/engage/5336874519-view-event-stats.md b/hackerrank/engage/5336874519-view-event-stats.md new file mode 100644 index 0000000000000000000000000000000000000000..7b6b1280767ba8f6d2f5e0072fb0aa6d64033559 --- /dev/null +++ b/hackerrank/engage/5336874519-view-event-stats.md @@ -0,0 +1,70 @@ +--- +title: "View Event Statistics" +title_slug: "view-event-statistics" +source_url: "https://support.hackerrank.com/articles/5336874519-view-event-stats" +article_slug: "5336874519-view-event-stats" +last_updated_exact: "Oct 15, 2025, 2:57 PM" +last_updated_relative: "Last updated 6 months ago" +breadcrumbs: + - "Engage" +--- + +# View Event Statistics + +_Last updated: Oct 15, 2025, 2:57 PM (Last updated 6 months ago)_ + +Use the **Overview** dashboard of your event to access key insights after it ends. Insights are presented as visual charts based on either registrations or attempts, depending on the event status. + +The dashboard provides visibility into: + +- Marketing insights. + +- Candidate funnel data + +- Candidate distribution by gender, country, and work experience + +- Event leaderboard + +## Access Overview dashboard + +To access the **Overview** dashboard: + +1. Log in to your **Engage** account using your credentials. + +2. Select an event to view its **Overview** dashboard. + +## View marketing insights + +You can view key marketing insights such as views and visits across different channels to evaluate the return on investment (ROI) of your events. These insights are available for events that include UTM parameters. + +- **Views vs Visitors**: Displays the number of views and unique visitors from each source (for example, LinkedIn, Instagram). + +
+
+- **Traffic Distribution**: Shows the volume of visitors from various sources.
+
+ 
+
+- **Source breakdown**: View the distribution of candidates across different sources or mediums using the **Microsite views distribution by source** chart. To identify which source contributes most to your registration funnel, refer to the **Views vs Registrations** chart. These charts help you understand your marketing return on investment (RoI).
+
+ 
+
+## View candidate funnel data
+
+You can view the registration and attempt level data that displays how many candidates registered and how many attempted the challenge, helping you measure the overall conversion rate and success of your event.
+
+
+
+## View candidate distribution
+
+You can view the distribution of registrations and attempts by gender, country, and years of experience. These insights help you evaluate the success of your event across varied dimensions.
+
+
+
+## View event leaderboard
+
+Access the final leaderboard directly from the homepage. Use the leaderboard to identify top performers and reach out to the winners to create a buzz around your event.
+
+
+
+\
diff --git a/hackerrank/engage/6424218208-hackerrank-engage.md b/hackerrank/engage/6424218208-hackerrank-engage.md
new file mode 100644
index 0000000000000000000000000000000000000000..3dac2e191d6bcf8c85108660dce034c1e993dccd
--- /dev/null
+++ b/hackerrank/engage/6424218208-hackerrank-engage.md
@@ -0,0 +1,263 @@
+---
+title: "Introduction to HackerRank Engage"
+title_slug: "introduction-to-hackerrank-engage"
+source_url: "https://support.hackerrank.com/articles/6424218208-hackerrank-engage"
+article_slug: "6424218208-hackerrank-engage"
+last_updated_exact: "Oct 15, 2025, 2:00 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# Introduction to HackerRank Engage
+
+_Last updated: Oct 15, 2025, 2:00 PM (Last updated 6 months ago)_
+
+HackerRank Engage is a platform that helps companies strengthen their tech brand and attract top-tier developers through developer-focused events. It enables organizations to source candidates from multiple channels, build relationships, and maintain an active talent pipeline all within a single platform.
+
+At the same time, developers evaluate potential employers, focusing on factors such as the types of problems companies are solving, the technologies they use, and their overall value proposition.
+
+## Key benefits
+
+Engage offers the following benefits:
+
+- **Leverage AI for effortless event setup:** Use AI to build personalized events that align with your hiring goals.
+
+ - Receive auto-generated event artifacts that you can customize later.
+
+
+
+- **Source candidates from multiple channels:** Source relevant candidates for your event by leveraging multiple sourcing methods.
+
+ - Discover candidates from HackerRank’s candidate database.
+
+ - Promote your event to the HackerRank Community.
+
+
+
+- **Showcase your company in the best light:** Highlight your company through immersive and interactive event elements:
+
+ - Create customized microsites to showcase jobs or hackathons.
+
+ - Use email sequences to share all the relevant information about your innovations.
+
+ - Use HackerRank Community promotions to get relevant candidates for your requirements.
+
+ - Offer real-world challenges that emulate on-the-job coding.
+
+## Sample use cases
+
+HackerRank Engage supports a range of use cases across hiring and candidate engagement. The following are a few use cases:
+
+### Create a pre-vetted talent pool
+
+**Purpose**: Build a pre-vetted pool of candidates with validated skills that can be accessed when an active requisition arises.
+
+Element |
+Details |
+
Use Case |
+Branding/Engagement |
+
Question Type |
+Coding Challenge +
|
+
Target Audience |
+Early talent (0-3 years) or mid-to-senior professionals (3+ years) +
|
+
Challenge Type |
+Invite Based |
+
Participation Type |
+Individual Event |
+
Event Flow |
+Refer to the [HackerRank Academy course](https://hackerrank.northpass.com/learning_paths/8e81686a-ee8a-4dbb-8b08-5de0d00ff76a/courses/3587bbf0-f3aa-4150-8c89-219d0123963d/activities/e057b38e-5f36-4259-8f80-73e6cb802a05) |
+
Examples |
+
|
+
Element |
+Details |
+
Use Case |
+Hiring |
+
Question Type |
+Coding +
|
+
Target Audience |
+Mid-to-senior professionals (3+ years) +
|
+
Challenge Type |
+Invite Based |
+
Participation Type |
+Individual Event |
+
Event Flow |
+Refer to the [HackerRank Academy course](https://hackerrank.northpass.com/learning_paths/8e81686a-ee8a-4dbb-8b08-5de0d00ff76a/courses/3587bbf0-f3aa-4150-8c89-219d0123963d/activities/e057b38e-5f36-4259-8f80-73e6cb802a05) |
+
Examples |
+
|
+
Element |
+Details |
+
Use Case |
+Employee Engagement |
+
Question Type |
+File Upload +
|
+
Target Audience |
+Mid-to-senior professionals (3+ years) +
|
+
Challenge Type |
+Team Based |
+
Participation Type |
+Team Event |
+
Event Flow |
+Refer to the [HackerRank Academy course](https://hackerrank.northpass.com/learning_paths/8e81686a-ee8a-4dbb-8b08-5de0d00ff76a/courses/3587bbf0-f3aa-4150-8c89-219d0123963d/activities/e057b38e-5f36-4259-8f80-73e6cb802a05) |
+
+
+## How-to guides
+
+The following articles will help you get started with Engage:
+
+- [Create an Event](https://support.hackerrank.com/articles/7549509598-create-an-event)
+
+- [Set Up a Microsite](https://support.hackerrank.com/articles/3958121708-setting-up-the-event-microsite)
+
+- [Source and Manage Candidates for Event](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#find-candidates-from-hackerrank-s-candidate-database-14)
+
+- [Set Up Emails](https://support.hackerrank.com/articles/9707768362-set-up-the-promotional-emails-or-campaigns)
+
+- [Set Up the Event Challenge](https://support.hackerrank.com/articles/7640208607-set-up-the-event-challenge)
+
+- [View Event Statistics](https://support.hackerrank.com/articles/5336874519-view-event-stats)
+
+- [End Your Event on a High Note with Leaderboard](#)
+
+## Get in touch
+
+Interested in using Engage or want to learn more?
+
+Contact us at [engage-support@hackerrank.com](mailto:engage-support@hackerrank.com).
+
+You will receive a response within one business day.
diff --git a/hackerrank/engage/7196095057-hackerrank-engage---marketing-best-practices.md b/hackerrank/engage/7196095057-hackerrank-engage---marketing-best-practices.md
new file mode 100644
index 0000000000000000000000000000000000000000..7591e93d4a58af9bf3cfdef89f894074e79a12e3
--- /dev/null
+++ b/hackerrank/engage/7196095057-hackerrank-engage---marketing-best-practices.md
@@ -0,0 +1,135 @@
+---
+title: "HackerRank Engage - Marketing Best Practices"
+title_slug: "hackerrank-engage-marketing-best-practices"
+source_url: "https://support.hackerrank.com/articles/7196095057-hackerrank-engage---marketing-best-practices"
+article_slug: "7196095057-hackerrank-engage---marketing-best-practices"
+last_updated_exact: "Dec 21, 2024, 12:23 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# HackerRank Engage - Marketing Best Practices
+
+_Last updated: Dec 21, 2024, 12:23 AM (Last updated 1 year ago)_
+
+This article outlines best practices and recommendations for marketing efforts related to HackerRank Engage events. It provides guidance on how to effectively engage with potential candidates, optimize outreach strategies, and leverage existing resources to maximize event success.
+
+## Why it's Important to Engage early
+
+
+
+- Start promoting your event as soon as the event date is set.
+
+- Early outreach builds anticipation and helps engage potential candidates before the event details are finalized.
+
+- Consider using suspenseful language to generate interest.
+
+- Once the event website is ready, you can share branded content to further pique candidates' interest and encourage registration.
+
+## Determine Candidate Personas
+
+Tailor your outreach by identifying specific candidate personas based on roles, skills, experience, and demographics. Work closely with hiring managers to define your target audience and ensure your communications are relevant. Avoid sending generic communications that do not align with candidates' profiles to prevent disengagement.
+
+### Tips for Persona Creation:
+
+- Consider demographics, years of experience, skills, location, and education.
+
+- Segment candidates to create targeted messaging for each persona.
+
+
+
+## Personalize Your Outreach
+
+Customization is key when reaching out to different candidate types. For instance, the outreach approach for a senior software engineer should differ from that of a college student seeking an internship. Keep content relevant to the candidate's stage in the recruitment process, and personalize your messages wherever possible, especially for high-priority candidates.
+
+### Suggestions for Personalization:
+
+Send brand-focused content to candidates in the awareness stage.\
+Customize emails to shortlisted candidates, whether sharing good or bad news.
+
+
+
+## Engage Your Marketing Team
+
+Collaborate with your marketing team to define clear candidate personas and design tailored campaigns. Use their expertise in crafting personalized content and executing outreach strategies that encourage registration and participation.
+
+### Key Areas to Leverage
+
+- Custom content and email campaigns.
+
+- Candidate persona mapping and targeted engagement.
+
+### Leverage Mailing Lists
+
+Identify potential candidates through your mailing list by focusing on those who have:
+
+- Expressed interest in events.
+
+- Attended past events.
+
+- Showed engagement by consistently opening emails.
+
+These insights will help direct your promotional efforts toward the most promising candidates.
+
+
+
+## Utilize Social Media
+
+### Pre-Event
+
+- Create event-specific social media pages and a unique hashtag.
+
+- Use your hashtag across all platforms to generate buzz.
+
+- Turn employees into advocates by encouraging them to promote the event.
+
+- Feature special guests and share ongoing updates with photos and videos.
+
+### Post-Event
+
+- Share a recap video on social media.
+
+- Highlight attendee feedback and provide a sneak peek of future events.
+
+- Develop a social media wall to compile key moments from the event.
+
+## Update Newsletters
+
+Use newsletters to promote your event by:
+
+- Publishing full-page articles that explain why candidates should attend.
+
+- Including links to event details, job roles, and company culture.
+
+- Making the content engaging with trivia, fun facts, and infographics.
+
+- Adding a clear call-to-action (CTA) and optimizing for mobile viewing.
+
+## Optimize Careers Pages
+
+Ensure your careers page speaks directly to your candidates by optimizing for search engines and including relevant keywords. Showcase your company culture, event details, and the benefits of attending, while using language that resonates with your target audience.
+
+## Host Events
+
+Webinars and fireside chats can help candidates get to know your company before the event. Offering online events builds a connection with candidates, making them more likely to engage with your content and apply to open roles.
+
+### Suggestions for Events
+
+- Host virtual events with company leaders.
+
+- Engage potential employees by showcasing company culture and perks.
+
+## Track Performance
+
+Regularly monitor key metrics such as email open rates, click-through rates, and conversion rates to measure the effectiveness of your outreach efforts. Use these insights to refine your strategy, ensuring you continue to engage candidates effectively.
+
+## Ensure Inclusive Marketing
+
+Prioritize inclusion in your outreach materials by using thoughtful language, tone, and visuals. Ensure your content is free of stereotypes and inclusive of underrepresented groups.
+
+- Avoid clichés and stereotypes.
+
+- Use inclusive language and represent diverse perspectives in all marketing materials.
+
+\
diff --git a/hackerrank/engage/7392770596-getting-candidates-for-your-event.md b/hackerrank/engage/7392770596-getting-candidates-for-your-event.md
new file mode 100644
index 0000000000000000000000000000000000000000..26ebab9ad647fab89bdb4176378e453c9b3e7bb8
--- /dev/null
+++ b/hackerrank/engage/7392770596-getting-candidates-for-your-event.md
@@ -0,0 +1,136 @@
+---
+title: "Source and Manage Candidates for Events"
+title_slug: "source-and-manage-candidates-for-events"
+source_url: "https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event"
+article_slug: "7392770596-getting-candidates-for-your-event"
+last_updated_exact: "Apr 22, 2026, 1:04 PM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# Source and Manage Candidates for Events
+
+_Last updated: Apr 22, 2026, 1:04 PM (Last updated 4 days ago)_
+
+After setting up your event, you can source and manage candidates through the following:
+
+- [Promote the event on the HackerRank Community](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#promote-campaign-on-the-hackerrank-community-19)
+
+- [Share the event on social channels](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#publish-campaign-on-social-channels-28)
+
+## Promote event on the HackerRank Community
+
+You can publish your microsite on the **HackerRank Community** to attract candidates for your event.
+
+### Promotion slot availability
+
+- Two targeted promotion slots
+
+- One general slot visible to all candidates
+
+### Set up your promotion
+
+To publish your event promotion on the HackerRank Community:
+
+
+
+1. Log in to **Engage** using your credentials.
+
+2. Select the event you want to promote.
+
+3. In the left panel, select **Promotions**.
+
+4. Enter the following details:
+
+ - Title
+
+ - Description
+
+ - Background color for the promotion tile
+
+5. (Optional) Define a **target audience** to display the promotion only to specific users. If you do not modify the target audience filters, the targeted promotion slots will be shown to all candidates in the HackerRank Community, in addition to the general slot.
+
+6. Review your promotion details and click **Publish** to open the confirmation pop-up.
+
+7. Click **Publish** again to submit your promotion.
+
+## Publish event on social channels
+
+To maximize visibility and drive registrations, promote your event across multiple platforms:
+
+- Share your microsite on social channels such as **LinkedIn**, **Facebook**, and **Google**.
+
+- Publish it on your **company’s career site**.
+
+- Feature it in the **HackerRank Community** for additional reach.
+
+Once published, candidates can begin registering for the event. The registration experience depends on whether the event is set up as an individual or team-based event.
+
+## Manage candidates
+
+All candidates associated with your event appear in the **Candidates** section of the respective event in **Engage.**
+
+In the **Candidates** section, you can:
+
+- View and search candidate or team information.
+
+- Apply filters across multiple attributes, such as:
+
+ 
+
+ - Status
+
+ - Source
+
+ - Country
+
+ - Experience level
+
+The layout of the **Candidates** section changes depending on the event type:
+
+- For individual events, a single **Candidates** tab is displayed.
+
+ 
+
+- For team-based events, both **Teams** and **Candidates** tabs are available.
+
+ 
+
+## Candidate experience of the registration step
+
+### Registration for an individual challenge
+
+For individual events:
+
+- Candidates register by submitting their personal information through the microsite.
+
+- Once registered, they receive a confirmation and relevant event details via email.
+
+**Candidate experience:**
+
+
+
+### Registration for a team-based event
+
+For team-based events:
+
+- One candidate registers as the **team leader**.
+
+- During registration, the team leader provides the names and email addresses of team members.
+
+- Engage automatically sends invitation emails to the team members, prompting them to confirm their registration.
+
+**Candidate experience**
+
+- Team leader registration experience:
+
+ 
+
+
+
+- Team member registration experience:
+
+ 
+
+\
diff --git a/hackerrank/engage/7549509598-create-an-event.md b/hackerrank/engage/7549509598-create-an-event.md
new file mode 100644
index 0000000000000000000000000000000000000000..4d591f0b7155ee99f35000af786c8dd668f80a60
--- /dev/null
+++ b/hackerrank/engage/7549509598-create-an-event.md
@@ -0,0 +1,72 @@
+---
+title: "Create an Event Creating an event Configure event settings"
+title_slug: "create-an-event-creating-an-event-configure-event-settings"
+source_url: "https://support.hackerrank.com/articles/7549509598-create-an-event"
+article_slug: "7549509598-create-an-event"
+last_updated_exact: "Oct 16, 2025, 12:30 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# Create an Event Creating an event Configure event settings
+
+_Last updated: Oct 16, 2025, 12:30 PM (Last updated 6 months ago)_
+
+Engage streamlines the process of creating events by using AI to generate key assets such as microsites, email events, and coding challenges tailored to your hiring goals.
+
+# Creating an event
+
+To create an event:
+
+1. Log in to your **Engage** account using your credentials.
+
+ **Note:** If you are a new user, complete the onboarding flow to learn how Engage supports your hiring goals. On the final onboarding screen, click **Create Event**, or click **Skip for now** to proceed directly.
+
+2. Go to the **Events** tab.
+
+3. Click **New Event**.
+
+4. Enter details about your target audience, such as experience level, location, and skill set.
+
+ 
+
+5. Click **Create Event**. Engage uses AI to generate assets such as a microsite, email event, and coding challenge based on your inputs.
+
+6. Click **Customize the Event**. You will be redirected to the event homepage.
+
+7. Review the task cards on the homepage. You can edit inputs and regenerate content at any time. Use the tips below each card for best practices and recommendations.
+
+ 
+
+# Configure event settings
+
+After creating an event, configure the settings to ensure that participation types accurate. On the event homepage, click **Settings**.
+
+## Set participation type
+
+Select the appropriate participation type based on your event goal:
+
+- **Individual**: Use for hiring challenges where candidates are evaluated independently.
+
+- **Team**: Use for branding initiatives or internal engagement events that prioritize team collaboration.
+
+## Customize email communications
+
+Tailor the invitation and reminder emails to match your brand voice and tone.
+
+
+
+- **Reply-to address**: Set a custom email address (for example, [support@example.com](mailto:support@example.com)) to receive candidate replies. You can add multiple addresses if needed.
+
+- **Invitation email**: Sent to eligible and shortlisted candidates. It includes key event details and serves as the initial communication with the candidate.
+
+- **Reminder email**: Sent one day before the event starts to remind candidates of their participation. It reinforces the content of the invitation email.
+
+Use the built-in editor to personalize emails with dynamic placeholders such as candidate name or company name.
+
+**Tip:** Use the **Send Preview Email** to verify how the email appears to recipients. The preview is sent to the email address associated with your Engage account.
+
+After finalizing your edits, click **Save** to apply changes.
+
+\
diff --git a/hackerrank/engage/7640208607-set-up-the-event-challenge.md b/hackerrank/engage/7640208607-set-up-the-event-challenge.md
new file mode 100644
index 0000000000000000000000000000000000000000..33e4438227ef787eb2e96e9bc86663af4961def9
--- /dev/null
+++ b/hackerrank/engage/7640208607-set-up-the-event-challenge.md
@@ -0,0 +1,70 @@
+---
+title: "Set Up the Event Challenge"
+title_slug: "set-up-the-event-challenge"
+source_url: "https://support.hackerrank.com/articles/7640208607-set-up-the-event-challenge"
+article_slug: "7640208607-set-up-the-event-challenge"
+last_updated_exact: "Oct 15, 2025, 1:56 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# Set Up the Event Challenge
+
+_Last updated: Oct 15, 2025, 1:56 PM (Last updated 6 months ago)_
+
+HackerRank Engage recommends a set of coding questions by default to help you quickly set up challenges for your event.
+
+To set up a challenge:
+
+## Step 1: Review recommended questions
+
+To review recommended questions:
+
+1. Log in to your **Engage** account using your credentials.
+
+2. Select the **event** for which you want to set up the challenge.
+
+3. In the left panel, select **Challenges**.
+
+4. Click the arrow icon next to a question to preview it. The question opens in a pop-up window.
+
+ 
+
+5. Review all the recommended questions before publishing the challenge.
+
+**Note:** Use the **Try Challenge** option to test the questions before proceeding.
+
+If the recommended questions do not meet your requirements, contact the Engage team at [engage-challenges@hackerrank.com](mailto:engage-challenges@hackerrank.com). This notifies the Content, Professional Services, and Product teams at HackerRank. You can expect a response within one business day.
+
+## Step 2: Review challenge settings
+
+By default, the challenge uses the centralized test settings configured in your account. When you publish a challenge, a consent prompt appears for enabling the recommended test integrity settings.
+
+To apply the recommended settings, select the checkbox labeled **Enable the recommended integrity settings including those that make use of AI**.
+
+
+
+The recommended test integrity settings include the following:
+
+- Copy-paste tracking
+
+- Tab proctoring
+
+- Image proctoring with AI image analysis
+
+- Multiple monitor detection
+
+- AI-based plagiarism detection
+
+## Step 3: Publish challenge
+
+After reviewing the challenge and settings:
+
+1. Click **Publish**.
+
+2. In the confirmation pop-up up window, click **Confirm** to publish the challenge.
+
+**Note:** Once the microsite is published, you cannot change the participation [type.To](http://type.To) request changes, contact [engage-challenges@hackerrank.com](mailto:engage-challenges@hackerrank.com).
+
+\
diff --git a/hackerrank/engage/9322191698-end-your-event-on-a-high-note-with-the-leaderboard.md b/hackerrank/engage/9322191698-end-your-event-on-a-high-note-with-the-leaderboard.md
new file mode 100644
index 0000000000000000000000000000000000000000..87b6b2ce9e0aa4a037055bf94a6de6888aa97030
--- /dev/null
+++ b/hackerrank/engage/9322191698-end-your-event-on-a-high-note-with-the-leaderboard.md
@@ -0,0 +1,46 @@
+---
+title: "End your Event on a High Note With the Leaderboard"
+title_slug: "end-your-event-on-a-high-note-with-the-leaderboard"
+source_url: "https://support.hackerrank.com/articles/9322191698-end-your-event-on-a-high-note-with-the-leaderboard"
+article_slug: "9322191698-end-your-event-on-a-high-note-with-the-leaderboard"
+last_updated_exact: "Jan 21, 2025, 9:25 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# End your Event on a High Note With the Leaderboard
+
+_Last updated: Jan 21, 2025, 9:25 PM (Last updated 1 year ago)_
+
+Once the event is completed, create a buzz about your tech brand by publishing the event leaderboard from the **Candidates** tab.
+
+
+
+To verify if the winners on the leaderboard are correctly tagged, click **View Report** to confirm the detailed report of the winners on the HackerRank UI.
+
+
+
+If you need to, you can also use the Download Challenge Reports option to download the CSV export of candidates once the Event ends, to verify the winner list across other criteria using the CSV report.
+
+
+
+
+
+
+
+
+
+You can then publish the leaderboard on the microsite.
+
+
+
+Once the leaderboard is published, reach out to the winners using the **Scheduled Emails/Emails** capability.
+
+
+
+You will need to select relevant candidates or winners and then select Email to start drafting an email to all the winners. You can send the email right away or schedule to send it at a later time. You can find all the email stats related to Scheduled Emails/Emails under the **Scheduled Emails/Emails** tab of the **Outreach** tab.
+
+\
diff --git a/hackerrank/engage/9707768362-set-up-the-promotional-emails-or-campaigns.md b/hackerrank/engage/9707768362-set-up-the-promotional-emails-or-campaigns.md
new file mode 100644
index 0000000000000000000000000000000000000000..6a557c1ade4d373a192551cdadf97e1da1522974
--- /dev/null
+++ b/hackerrank/engage/9707768362-set-up-the-promotional-emails-or-campaigns.md
@@ -0,0 +1,87 @@
+---
+title: "Set Up Emails Set up email sequences Set up broadcast emails"
+title_slug: "set-up-emails-set-up-email-sequences-set-up-broadcast-emails"
+source_url: "https://support.hackerrank.com/articles/9707768362-set-up-the-promotional-emails-or-campaigns"
+article_slug: "9707768362-set-up-the-promotional-emails-or-campaigns"
+last_updated_exact: "Oct 16, 2025, 12:30 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Engage"
+---
+
+# Set Up Emails Set up email sequences Set up broadcast emails
+
+_Last updated: Oct 16, 2025, 12:30 PM (Last updated 6 months ago)_
+
+Use email communication to engage eligible candidates to improve participation on the day of your event.
+
+# Set up email sequences
+
+You can customize the recommended emails to align with your brand tone and communication strategy.
+
+To set up an email sequence:
+
+1. Log in to **Engage** using your credentials.
+
+2. Select the event for which you want to set up the email sequence.
+
+3. Go to the **Emails** tab.\
+ The **Email Sequences** tab displays all candidate-facing emails, including the Registration Confirmation Email, Engagement Emails, Invitation Email, and Reminder Email.
+
+4. Select the email you want to edit, and update the content as needed.
+
+ 
+
+ - For Engagement Emails, a **Review Required** label appears if edits are pending. You must review and update the content.
+
+ **Note:** You are required to review only the Engagement Emails. The other emails use a standard template and are optional to edit.
+
+5. Click **Save** to apply your changes.
+
+6. (Optional) Click **Send Preview Email** to send a preview to yourself.
+
+7. (Optional) Click the **email settings** icon at the top right corner to configure the **Reply-to** address for registration confirmation, invitation, and reminder emails.
+
+After you save all engagement emails, a confirmation dialog appears.
+
+- Click **Save & Start** to begin sending engagement emails immediately.
+
+ **Note:** You must publish the microsite to activate the engagement sequence.
+
+- Click **I'll Send Later** to save the sequence as a draft or if the microsite remains unpublished.
+
+After you publish the microsite, a **Start** button appears below the Engagement Emails list. Click **Start** to begin sending engagement emails.
+
+Once the emails are sent, you can view performance metrics such as Sent, Opened, Clicked, and Unsubscribed.
+
+
+
+# Set up broadcast emails
+
+Use broadcast emails to send timely updates such as reminders or nudges after the event begins.
+
+To create a broadcast email:
+
+1. Log in to your **Engage** account using your credentials.
+
+2. Select the event you want to set up the broadcast email for.
+
+3. Go to **Emails \> Broadcast Emails.**
+
+4. Click **Add Email**.
+
+ 
+
+5. Apply filters in the email editor to target specific candidates.
+
+ 
+
+6. Compose the email content.
+
+7. (Optional) Click **Save as Draft** if you are not ready to send the message.
+
+8. (Optional) Click **Send Preview Email** to review the message in your inbox.
+
+9. Click **Send Email** to deliver the message to the selected recipients.
+
+\
diff --git a/hackerrank/general-help/academy/5297005851-hackerrank-academy-video-tutorial.md b/hackerrank/general-help/academy/5297005851-hackerrank-academy-video-tutorial.md
new file mode 100644
index 0000000000000000000000000000000000000000..0528d9b45e36b6209a27ca537124dbd6da96004d
--- /dev/null
+++ b/hackerrank/general-help/academy/5297005851-hackerrank-academy-video-tutorial.md
@@ -0,0 +1,35 @@
+---
+title: "HackerRank Academy"
+title_slug: "hackerrank-academy"
+source_url: "https://support.hackerrank.com/articles/5297005851-hackerrank-academy-video-tutorial"
+article_slug: "5297005851-hackerrank-academy-video-tutorial"
+last_updated_exact: "Dec 21, 2024, 12:35 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Academy"
+---
+
+# HackerRank Academy
+
+_Last updated: Dec 21, 2024, 12:35 AM (Last updated 1 year ago)_
+
+The HackerRank Academy is a comprehensive learning platform and your go-to resource for mastering the HackerRank platform. Our academy offers bite-sized video courses to help you navigate and optimize your use of HackerRank. Learn best practices, get expert tips, and access additional materials to streamline your hiring process.
+
+
+
+## Accessing HackerRank Academy
+
+**1. Through the** [HackerRank Academy URL](https://hackerrank.northpass.com/app)
+
+- Provide your name and work email address to log in
+
+**2.** **Through the HackerRank Platform**
+
+- Log in to your [HackerRank for Work](https://www.hackerrank.com/work/login) account
+
+- Scroll down and click on **Academy** at the bottom of the page to log in and start learning
+
+
+
+\
diff --git a/hackerrank/general-help/additional-resources/2652374569-access-candidate-timeline.md b/hackerrank/general-help/additional-resources/2652374569-access-candidate-timeline.md
new file mode 100644
index 0000000000000000000000000000000000000000..045401302303924763e9ce262c9ec2bc67da314c
--- /dev/null
+++ b/hackerrank/general-help/additional-resources/2652374569-access-candidate-timeline.md
@@ -0,0 +1,51 @@
+---
+title: "Access Candidate Timeline Accessing candidate timeline"
+title_slug: "access-candidate-timeline-accessing-candidate-timeline"
+source_url: "https://support.hackerrank.com/articles/2652374569-access-candidate-timeline"
+article_slug: "2652374569-access-candidate-timeline"
+last_updated_exact: "Apr 22, 2026, 10:21 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "General Help"
+ - "Additional Resources"
+---
+
+# Access Candidate Timeline Accessing candidate timeline
+
+_Last updated: Apr 22, 2026, 10:21 AM (Last updated 4 days ago)_
+
+The candidate timeline provides a chronological view of a candidate’s activity across the platform, including invites, attempts, and cancellations.
+
+# Accessing candidate timeline
+
+To access a candidate’s timeline:
+
+1. Log in to your HackerRank for Work account using your credentials.
+
+2. Click **Search Candidates** from the top navigation bar.
+
+3. Search by candidate name or email.
+
+ 
+
+4. Select the candidate from the search results to view the candidate time.
+
+ 
+
+ The candidate timeline displays activity in reverse chronological order (most recent first).
+
+ Each timeline entry includes:
+
+ - Date and time of the activity
+
+ - Activity type (for example, Test or AI Interviewer)
+
+ - Activity details (for example, invite sent, attempt started, or invite canceled)
+
+ - Available actions (for example, view, share, or download reports)
+
+ You can also take actions such as reinviting candidates or add time to test directly from the timeline. Available actions depend on the activity type and candidate status.
+
+**Note:** Timeline entries update automatically as new activity occurs.
+
+\
diff --git a/hackerrank/general-help/additional-resources/6477583642-ensuring-a-great-candidate-experience.md b/hackerrank/general-help/additional-resources/6477583642-ensuring-a-great-candidate-experience.md
new file mode 100644
index 0000000000000000000000000000000000000000..d0df4fe36e9fd5e2a0bdb2a0576d9a295018ecb5
--- /dev/null
+++ b/hackerrank/general-help/additional-resources/6477583642-ensuring-a-great-candidate-experience.md
@@ -0,0 +1,92 @@
+---
+title: "Ensuring a Great Candidate Experience Prepare candidates for success How HackerRank manages candidate support Recommended candidate support workflow"
+title_slug: "ensuring-a-great-candidate-experience-prepare-candidates-for-success-how-hackerrank-manages-candidate-support-recommended-candidate-support-workflow"
+source_url: "https://support.hackerrank.com/articles/6477583642-ensuring-a-great-candidate-experience"
+article_slug: "6477583642-ensuring-a-great-candidate-experience"
+last_updated_exact: "Dec 3, 2025, 5:54 PM"
+last_updated_relative: "Last updated 5 months ago"
+breadcrumbs:
+ - "General Help"
+ - "Additional Resources"
+---
+
+# Ensuring a Great Candidate Experience Prepare candidates for success How HackerRank manages candidate support Recommended candidate support workflow
+
+_Last updated: Dec 3, 2025, 5:54 PM (Last updated 5 months ago)_
+
+A smooth, fair, and professional assessment experience strengthens your employer brand and helps candidates perform at their best.
+
+This guide explains how to prepare candidates for success, manage candidate support, and handle candidate issues efficiently and fairly.
+
+**Important Note: **
+
+HackerRank does not participate in hiring decisions. The HackerRank team is not authorized to share test results, reschedule assessments or interviews, grant testing accommodations, or modify your hiring workflow.
+
+HackerRank redirects all such requests to your recruiter or hiring team to ensure your organization retains full decision control.
+
+# Prepare candidates for success
+
+A great candidate experience begins before the test or interview starts. Share the following resources with candidates before the test or interview to help them prepare:
+
+- [Getting Started with Tests](https://candidatesupport.hackerrank.com/collections/8306459696-before-1)
+
+- [Getting Started with Interviews](https://candidatesupport.hackerrank.com/collections/5664360688-before)
+
+**Note:** Share the [Attempting Tests Using the HackerRank Desktop App](https://candidatesupport.hackerrank.com/articles/5105545533-attempting-tests-using-hackerrank-desktop-appp) article with candidates who take tests using the HackerRank Desktop App.
+
+These resources provide essential setup instructions to optimize performance, including:
+
+- Browser compatibility
+
+- Network stability
+
+- Camera and microphone setup
+
+- System permissions for proctoring or IDE features
+
+Encouraging candidates to review these resources beforehand helps prevent most technical issues and ensures a focused, disruption-free experience.
+
+# How HackerRank manages candidate support
+
+HackerRank follows these key practices:
+
+- **Proactively monitor reports:** HackerRank continuously monitors candidate reports to identify potential widespread or systemic issues that may affect multiple users. For updates on major platform-wide incidents, visit the [HackerRank Status Page](https://status.hackerrank.com) for real-time updates.
+
+- **Review escalated issues:** The Support team reviews candidate tickets that report basic technical issues and test administration inquiries in real time, but investigates deeper issues only when your recruiter or hiring team escalates them.
+
+ **Note:** When candidates contact HackerRank Support directly, the team assists with troubleshooting and records any technical findings that may indicate a broader platform issue. HackerRank Support does not provide real-time responses to all candidates tickets.
+
+- **Maintain data privacy and integrity:** HackerRank does not notify the recruiter or hiring teams about individual candidate issues to maintain the privacy and integrity of the candidates. The Support team cannot verify a candidate’s identity or confirm their association with your hiring process because test invitations can be forwarded or reused.
+
+- **Handle custom test issues:** HackerRank manages custom test-related issues in the following ways:
+
+ - **Candidate inquiries:** When candidates contact HackerRank Support about the content of a custom test, the Support team directs them to reach out to their recruiter or hiring team directly.
+
+ - **Content validation:** HackerRank Content team periodically reviews test feedback from candidates on custom questions, validates reported issues, and provides recommendations or guidance for necessary changes.\
+ These findings are shared with the Customer Account Manager (CAM), who communicates them to the designated point of contact (POC) from your company.
+
+# Recommended candidate support workflow
+
+
+
+To provide a consistent and fair candidate experience:
+
+1. Encourage candidates to report issues such as a frozen code editor, a test that fails to load, or a submission error directly to your recruiter or hiring team.
+
+2. Assess the reported issue to determine its impact on the candidate's performance, and decide whether to offer a retest or continue the hiring process.
+
+3. Escalate the issue to HackerRank Support on behalf of the candidate if you believe a platform-related problem affected their performance. Include the following details in your support request:
+
+ - Candidate’s email address
+
+ - Test or interview name
+
+ - Approximate date and time of the issue
+
+ - Feedback or comments from the candidate
+
+Following this workflow helps ensure a fair, efficient, and privacy-compliant candidate experience.
+
+**Note:** HackerRank recommends re-inviting the candidate to retake the test or interview if their experience was disrupted.
+
+\
diff --git a/hackerrank/general-help/campusuniversity-hiring/7220470055-support-for-campus-events.md b/hackerrank/general-help/campusuniversity-hiring/7220470055-support-for-campus-events.md
new file mode 100644
index 0000000000000000000000000000000000000000..90829e19d4c8c459f5693ecb39c0d91296e7ff38
--- /dev/null
+++ b/hackerrank/general-help/campusuniversity-hiring/7220470055-support-for-campus-events.md
@@ -0,0 +1,33 @@
+---
+title: "Support for Campus Events"
+title_slug: "support-for-campus-events"
+source_url: "https://support.hackerrank.com/articles/7220470055-support-for-campus-events"
+article_slug: "7220470055-support-for-campus-events"
+last_updated_exact: "Jun 30, 2025, 5:27 PM"
+last_updated_relative: "Last updated 10 months ago"
+breadcrumbs:
+ - "General Help"
+ - "Campus/University Hiring"
+---
+
+# Support for Campus Events
+
+_Last updated: Jun 30, 2025, 5:27 PM (Last updated 10 months ago)_
+
+HackerRank is committed to helping you lead a successful campus event. To do this, our support team needs a few details at least two days in advance to ensure we have enough time to scale our systems depending on the number of candidates you invite and the type of questions on your tests.
+
+Here is the information we need:
+
+1. Event date
+
+2. Event start time
+
+3. Test duration
+
+4. Approximate number of attendees
+
+5. URL to the test
+
+Alternatively, you can submit a support request on the platform using this [form](https://portal.usepylon.com/hackerrank-support/forms/customer-request-form)**. **
+
+Please be sure to provide at least 2 days of advance notice!
diff --git a/hackerrank/general-help/contact-us/5656446182-our-hackerrank%E2%80%99s-solution-engineering-team.md b/hackerrank/general-help/contact-us/5656446182-our-hackerrank%E2%80%99s-solution-engineering-team.md
new file mode 100644
index 0000000000000000000000000000000000000000..225c83e1215d9630babeddbf911671d0f49fa4b2
--- /dev/null
+++ b/hackerrank/general-help/contact-us/5656446182-our-hackerrank%E2%80%99s-solution-engineering-team.md
@@ -0,0 +1,51 @@
+---
+title: "Meet HackerRank’s Solution Engineering team"
+title_slug: "meet-hackerranks-solution-engineering-team"
+source_url: "https://support.hackerrank.com/articles/5656446182-our-hackerrank%E2%80%99s-solution-engineering-team"
+article_slug: "5656446182-our-hackerrank%E2%80%99s-solution-engineering-team"
+last_updated_exact: "Jan 30, 2025, 12:48 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Contact Us"
+---
+
+# Meet HackerRank’s Solution Engineering team
+
+_Last updated: Jan 30, 2025, 12:48 PM (Last updated 1 year ago)_
+
+Would you like to schedule time with a Solutions Engineer(SE) to address your questions about HackerRank? Below are links to schedule time with members of the SE team. Please take a look at the common items cited below.
+
+**HackerRank’s Solution Engineering team** is available to help you with standard items such as:
+
+- How to assemble tests and best practices
+
+- How to search and navigate through the HackerRank library
+
+- How to upload your custom questions to HackerRank
+
+- How to review and understand assessment results
+
+- Configuration of team management
+
+- Any other questions or issues you may have
+
+Use the following links if you would like to book time with a SE to discuss any topic listed above:
+
+Solutions Engineer (Technical Office Hours) |
+Solutions Engineer (Technical Office Hours) |
+Solutions Engineer (Technical Office Hours) |
+
+
+
+
+
+
+###
+
+#### Step 2: Send test invites to candidates
+
+Recruiters will usually send out bulk invites to take the test you created in the step above. Before sending out the invites, it's a good idea to:\
+\
+
+- Decide what additional test settings to establish.
+
+- Brand the invitations and customized emails
+
+- Create a cadence to review all the candidates that will be pushed into the phone screen with the hiring manager
+
+#### Step 3: Analyze candidate performance trends.
+
+Once you have sent out your invitations and candidates have begun to submit tests, you will want to evaluate the candidate’s scores in order to analyze the Candidate performance trends. This step will help you understand which candidates to further evaluate for the initial phone screen with the recruiter. If the phone screen is a success, you will have the information needed to invite them in for a virtual onsite interview session.
+
+Watch the video below to see how HackerRank’s Screen platform makes sending invites as easy as a 3-step process.
+
+
+
+
+
+
+
+
+
+
+
+##
+
+## Phase 3: Interview
+
+#### Step 1: Setup your Interview
+
+It’s time to interview your top candidates. Now is a great time to get aligned with other interviewers. A consistent interview process reduces bias while also providing a way to benchmark and compare candidates to get the right fit.
+
+Enable a consistent and structured interview process with our [Interview Templates](https://support.hackerrank.com/articles/2837093779-standardizing-interviews-using-templates).
+
+It's important that interviewers ask the same or similar set of questions to every candidate applying for a role. These templates ensure that each interviewer is asking the candidate the right questions.
+
+A few questions to consider:
+
+- How does the candidate react when they’re given a problem they’ve never seen?
+
+- Are you allowing room for diversity in the approach to the problem? How many ways can you solve it?
+
+We also created [Interview Guidelines](https://support.hackerrank.com/hc/en-us/articles/360049354333-Recommended-Questions-and-Interviewer-s-Guidelines) that provide recommended questions, curated specifically for interviews, that take less than 30 mins to solve. Pair this with interviewer [Scorecards](https://support.hackerrank.com/hc/en-us/articles/360048405234-Interview-Scorecards) to keep the interview streamlined.
+
+Additionally, HackerRank Interview keeps the interview collaborative and interactive with video and chat functionality. The fully functioning IDE allows candidates to show off their code or dive deeper into the thought process with the ability to pull in test questions.
+
+Watch this video to see how to use HackerRank Interview.
+
+
+
+
+
+
+
+
+
+
+
+##
+
+## Phase 4: Rank
+
+It is crucial to make hiring decisions that can be backed by data. Some interviewers are easy graders than others, so benchmarking can take the subjectivity out of the decision, making the final decision easier across multiple interviews.
+
+Access real-time data on a candidate’s performance on the test and in the interview. If you haven't already, it's a good time to discuss the protocol of where you want to review the candidate's interview information. Will you review in HackerRank or within the ATS if you have integrated one?
+
+HackerRanks Benchmarking compares a candidate's scores on specific skills against a cohort of candidates who have been assessed on the same set of skills.
+
+The below video shows you how to use review candidate's information within HackerRank.
+
+
+
+
+
+
+
+
+
+
+
+\
diff --git a/hackerrank/general-help/evaluation-guides/2625349560-professional-hire.md b/hackerrank/general-help/evaluation-guides/2625349560-professional-hire.md
new file mode 100644
index 0000000000000000000000000000000000000000..33864bc78a1c952a114e067b7a3631a0d6e42734
--- /dev/null
+++ b/hackerrank/general-help/evaluation-guides/2625349560-professional-hire.md
@@ -0,0 +1,119 @@
+---
+title: "Professional Hire"
+title_slug: "professional-hire"
+source_url: "https://support.hackerrank.com/articles/2625349560-professional-hire"
+article_slug: "2625349560-professional-hire"
+last_updated_exact: "Dec 21, 2024, 12:37 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Evaluation Guides"
+---
+
+# Professional Hire
+
+_Last updated: Dec 21, 2024, 12:37 AM (Last updated 1 year ago)_
+
+## Overview
+
+Hiring professional talent is a much different process than entry-level and mid-level talent. These individuals have between 5-8 years of professional experience. Professional or Senior level talent is often a more passive candidate. In many cases, they are sourced through a referral internally. Additionally, many senior-level individuals are already employed and you will find that there are fewer candidates.
+
+The below visual shows a typical, senior-level hiring process flow. In the following sections, we will go over key differences in hiring this level of talent.
+
+
+
+## Phase 1: Plan
+
+When planning to hire senior-level talent, the process will need to be more collaborative. It’s important that you get everyone on the same page about what the process will look like.
+
+Decide as a team:
+
+- What experience level are you looking for? Sr. Manager, Lead, Director, VP, etc.
+
+- Do they need to have strong domain experience and knowledge?
+
+- What ideal personality traits would be a good culture fit for the team
+
+- Will this be a panel-style interview?
+
+- What is the review process for making a decision?
+
+Many times a senior-level candidate will never receive a test. This will need to be decided upfront and may vary from candidate to candidate and from role to role.
+
+## Phase 2: Screen
+
+Whereas early-talent and mid-level candidates will be given a multiple-choice or real-world project, as mentioned above Senior-level talent will not. Typically, the best practice during the screening phase will simply be a phone discussion with the hiring manager. Since they are most likely sourced or referred there may need to be less upfront validation. Experience speaks for itself. This is also a great opportunity for the hiring manager to SELL your company and team to the candidate.
+
+Use this time with the candidate to talk about:
+
+- The candidate’s experience.
+
+ - What are some projects that they were excited to work on?
+
+ - What made the project successful?
+
+ - What kind of projects would they like to work on in the future?
+
+
+
+- Innovative projects that the company is working on.
+
+ - How will this role impact that project?
+
+This screening is a chance for you to get a feel for the candidate and their interest. If there is a mutual interest, now is a good time to let them know that they will be invited to a virtual onsite interview. Set the expectations with them of what they can expect for the in-person interview.
+
+Before the interview, get the interview panel together again to re-align on the in-person interview.
+
+## Phase 3: Interview
+
+The interview phase will typically include a few interviewers. The beginning of the interview is usually the best time to ask behavioral questions to identify if the candidate is a good culture fit for the company. These questions should have been identified in the Plan phase of the hiring process.
+
+The next half of the interview is more technical in nature. For a Senior-level role, you will want to avoid multiple-choice questions. The goal here is to have them showcase their problem-solving skills and their ability to build or fix a real-world application.
+
+Have them showcase this by using a Whiteboard Interview question type, or have them work up an architectural Diagram within the interview.
+
+Watch this short video to see how HackerRank Interview functionality can help.
+
+
+
+
+
+
+
+
+
+
+
+## Phase 4: Rank
+
+When it comes to making a final decision on a candidate, the process will rely mostly on the importance of feedback from the interviewers and the consensus from the entire hiring team. The information that was entered into the scorecards can be used to make a final hiring decision.
+
+Check out how to review this information within the HackerRank Developer Skills Platform.
+
+
+
+
+
+
+
+
+
+
+
+\
diff --git a/hackerrank/general-help/evaluation-guides/7033977271-manual-for-fair-hiring.md b/hackerrank/general-help/evaluation-guides/7033977271-manual-for-fair-hiring.md
new file mode 100644
index 0000000000000000000000000000000000000000..0b181bc1e6ae5c8ea4b93b09d0da51b107a9af5e
--- /dev/null
+++ b/hackerrank/general-help/evaluation-guides/7033977271-manual-for-fair-hiring.md
@@ -0,0 +1,19 @@
+---
+title: "Manual for Fair Hiring"
+title_slug: "manual-for-fair-hiring"
+source_url: "https://support.hackerrank.com/articles/7033977271-manual-for-fair-hiring"
+article_slug: "7033977271-manual-for-fair-hiring"
+last_updated_exact: "Dec 13, 2024, 5:06 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Evaluation Guides"
+---
+
+# Manual for Fair Hiring
+
+_Last updated: Dec 13, 2024, 5:06 AM (Last updated 1 year ago)_
+
+This manual provides information about the test development process and provides evidence that HackerRank’s assessments are highly job-related, reliable, and fair to all test-takers, regardless of their gender, ethnicity, or socio-economic background.
+
+To know about this, refer to the guide [Development, Validation, and Fairness of HackerRank Pre-Employment Technical Skills Assessments.](https://drive.google.com/file/d/1k--UdK03eG_ffXjlqK_ActzudYVva4ha/view)
diff --git a/hackerrank/general-help/evaluation-guides/7483769801-mid-level.md b/hackerrank/general-help/evaluation-guides/7483769801-mid-level.md
new file mode 100644
index 0000000000000000000000000000000000000000..718d239ee3999fe60d6026507bf6bce06bc0c501
--- /dev/null
+++ b/hackerrank/general-help/evaluation-guides/7483769801-mid-level.md
@@ -0,0 +1,129 @@
+---
+title: "Mid-Level"
+title_slug: "mid-level"
+source_url: "https://support.hackerrank.com/articles/7483769801-mid-level"
+article_slug: "7483769801-mid-level"
+last_updated_exact: "Dec 13, 2024, 5:04 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Evaluation Guides"
+---
+
+# Mid-Level
+
+_Last updated: Dec 13, 2024, 5:04 AM (Last updated 1 year ago)_
+
+## Overview
+
+Mid-level developers are the most in-demand experience level. Across the board in organizations of all sizes. Mid-level candidates typically have 2-5 years of experience. The below visual shows a standard mid-level hiring process flow. In the following sections, we will go over these key differences.
+
+
+
+## Phase 1: Plan
+
+Since mid-level talent is a more in-demand role, this also means - they will have more opportunities available to them and therefore you may not have as many candidates. The planning phase is important because you will take on a slightly more calculated approach to the Interview process and the process should be a bit more hands-on than early talent.
+
+Subject matter experts will play a lesser role in the mid-level hires, although you may still want to engage 1 or 2 hiring managers to play the SME role. You will also want to have a pool of validators for the screening assessments in order to create a timeline for how long the validation and test process will take.
+
+Additionally, the planning phase is the time to:
+
+- Decide what is a must-have, nice to have, and what is not necessary.
+
+- Narrow down the role and skills to more specifics than you would with early talent.
+
+- Take the time needed to customize emails and communication steps.
+
+## Phase 2: Screen
+
+Unlike early talent, you may want to consider having a phone screen with your recruitment team, prior to sending out a screen challenge. Since the candidate pool will be smaller this is a great time to further refine the candidate list. It also allows the recruiter to explain the process.
+
+Points to consider:
+
+- Incorporate more real-world projects from the Library.
+
+- Have fewer multiple-choice questions and include questions that show more advanced problem-solving skills that show off their work experience.
+
+- Typically these questions will be more in-depth and take the candidate 90-120 minutes to complete.
+
+Next, you will want to evaluate the candidate’s scores in order to analyze the candidate performance trends. This step will help you understand which candidates to further evaluate in a virtual onsite Interview session.
+
+The video below shows you how to send your test invitations, and how to evaluate results and feedback to move a candidate forward to the next stage.
+
+
+
+
+
+
+
+
+
+
+
+##
+
+## Phase 3: Interview
+
+Once you have identified the top performers, it's time to start the interview round. With HackerRank Interview, you can keep the interview collaborative and interactive with video and chat capabilities. The fully functioning IDE allows candidates to show off their code or dive deeper into the thought process.
+
+- During the Interview, you can pull in the previous advanced question type or Project and use this time to discuss their approach to finding the answer or problem.
+
+- Doing this also shows the candidate that they actually had their submission reviewed and you are excited to review it with them.
+
+Watch this short video to see how to use HackerRank Interview functionality.
+
+
+
+
+
+
+
+
+
+
+
+##
+
+## Phase 4: Rank
+
+For a hiring manager, it is crucial to make hiring decisions that can be backed by data. Because some interviewers are more lenient, benchmarking can help make the final decision easier across multiple interviews.
+
+HackerRank's Benchmarking compares a candidate's scores on specific skills against a cohort of candidates who have been assessed on the same set of skills. Access real-time data on a candidate’s performance on the test and in the interview. If you haven't already, it's a good time to discuss the protocol of where you want to review the candidate’s interview information. It can be reviewed in the HackerRank platform or ATS if you have the integration.
+
+The below video shows you how to use review candidates information within HackerRank
+
+
+
+
+
+
+
+
+
+
+
+\
diff --git a/hackerrank/general-help/hackerrank-ai-data-services/2212135172-hackerrank-ai-data-services-faq.md b/hackerrank/general-help/hackerrank-ai-data-services/2212135172-hackerrank-ai-data-services-faq.md
new file mode 100644
index 0000000000000000000000000000000000000000..467b73359291e8a68abb5edcb1bcfc15735fb3ba
--- /dev/null
+++ b/hackerrank/general-help/hackerrank-ai-data-services/2212135172-hackerrank-ai-data-services-faq.md
@@ -0,0 +1,81 @@
+---
+title: "HackerRank AI Data Services FAQ"
+title_slug: "hackerrank-ai-data-services-faq"
+source_url: "https://support.hackerrank.com/articles/2212135172-hackerrank-ai-data-services-faq"
+article_slug: "2212135172-hackerrank-ai-data-services-faq"
+last_updated_exact: "May 11, 2025, 3:14 PM"
+last_updated_relative: "Last updated 12 months ago"
+breadcrumbs:
+ - "General Help"
+ - "HackerRank AI Data Services"
+---
+
+# HackerRank AI Data Services FAQ
+
+_Last updated: May 11, 2025, 3:14 PM (Last updated 12 months ago)_
+
+At HackerRank, we are committed to transparency. This document answers key questions about our AI Data Services.
+
+**What AI Data Services does HackerRank offer?**
+
+HackerRank’s AI Data Services business helps organizations build better AI models for their software development lifecycle. We offer the following services:
+
+- **Custom training data:** Organizations can request datasets specifically tailored to software development skills.
+
+- **Data annotation and labeling:** Domain specialists annotate and label data to ensure exceptional quality and relevance.
+
+- **Model testing and evaluation:** We help customers assess model performance to identify weaknesses and ensure that models meet real-world needs.
+
+- **Fine-tuning services:** We offer strategies to enhance model accuracy, optimize computational efficiency, and customize models for specific use cases.
+
+Through these services, we help organizations develop smarter, more reliable AI tools for software engineering tasks.
+
+**Why is HackerRank offering AI Data Services?**
+
+We recognize that the future of software development is deeply connected to AI. Our expertise in technical skills assessment, deep understanding of developer workflows, and global community of software professionals uniquely position us to create the highest-quality datasets for AI training.
+
+By offering AI Data Services, we aim to:
+
+- Advance innovation in AI for software development.
+
+- Support organizations seeking specialized, high-quality AI training data.
+
+- Continue to lead in the domain of developer skills and technical excellence.
+
+**What data is being sold?**
+
+HackerRank operates two distinct platforms:
+
+- **Business platform**: Provides services for companies to hire and upskill technical talent.
+
+- **Community platform**: Offers free coding practice resources for individuals.
+
+HackerRank’s AI Data Services do not involve the sale of any HackerRank company data, personal data, or activity data derived from HackerRank business customers. HackerRank does not use customer data, candidate activities, user submissions, or platform interactions from HackerRank for Work assessments, coding challenges, interviews, or any other customer-associated activities for AI model training.
+
+Instead, HackerRank builds datasets independently using specially curated data, generated data, and expert annotations. The privacy and security of customer data remain top priorities for HackerRank.
+
+Some non-personal data from the **Community** platform may be used to train AI models. However:
+
+- No personal data is shared.
+
+- Personally identifiable information (PII) is excluded from all training datasets.
+
+- Privacy protections are fully enforced in accordance with our policies.
+
+**Are my company's tests used for AI model testing?**
+
+No. HackerRank creates entirely new tests and evaluation content specifically for model testing. Your company’s hiring tests, coding questions, and assessments are never used for testing or training models.
+
+**Will AI models be trained on HackerRank’s hiring content?**
+
+No. HackerRank generates entirely new questions and exercises for AI training. The questions used for hiring, interviewing, and skill assessments remain separate and are never used for AI model development.
+
+**Who can I contact for more information?**
+
+If you have questions or need additional clarification, contact us:
+
+- **Email:** [support@hackerrank.com](mailto:support@hackerrank.com)
+
+- **Customer account manager:** If you have a dedicated account representative, they are available to assist you.
+
+\
diff --git a/hackerrank/general-help/hackerrank-ai-data-services/4425890244-hackerrank-dataset-creation-methodology.md b/hackerrank/general-help/hackerrank-ai-data-services/4425890244-hackerrank-dataset-creation-methodology.md
new file mode 100644
index 0000000000000000000000000000000000000000..cced247fb00e5a159eaeb8bb302e86d6a4b7610c
--- /dev/null
+++ b/hackerrank/general-help/hackerrank-ai-data-services/4425890244-hackerrank-dataset-creation-methodology.md
@@ -0,0 +1,427 @@
+---
+title: "HackerRank Dataset Creation Methodology"
+title_slug: "hackerrank-dataset-creation-methodology"
+source_url: "https://support.hackerrank.com/articles/4425890244-hackerrank-dataset-creation-methodology"
+article_slug: "4425890244-hackerrank-dataset-creation-methodology"
+last_updated_exact: "Jun 23, 2025, 7:29 PM"
+last_updated_relative: "Last updated 10 months ago"
+breadcrumbs:
+ - "General Help"
+ - "HackerRank AI Data Services"
+---
+
+# HackerRank Dataset Creation Methodology
+
+_Last updated: Jun 23, 2025, 7:29 PM (Last updated 10 months ago)_
+
+This document explains how HackerRank designs, builds, and delivers datasets across the SDLC to help customers accelerate software development.
+
+The workflow diagram below illustrates the HackerRank Dataset Creation Methodology.
+
+
+
+## Engagement kickoff
+
+Each engagement starts with a focus on understanding your business context, technical goals, data requirements, and security constraints. This ensures that HackerRank is fully aligned before any project work starts.
+
+### Objective and scope alignment
+
+The first step is to understand the use case and success criteria for your model. This ensures that all deliverables—from individual tasks to evaluation datasets—align with your end goal.
+
+- **Use case definition:** HackerRank’s machine learning (ML) scientists collaborate with your team to define the specific capability you want to improve, such as:
+
+ - Code generation
+
+ - Bug detection or bug fixing
+
+ - Code summarization or explainability
+
+ - Code refactoring or optimization
+
+ - Test case generation
+
+ - Secure coding or linting automation
+
+- **Model context:** Captures technical details such as:
+
+ - Model architecture (for example, encoder-decoder, decoder-only, instruction-tuned)
+
+ - Fine-tuning or post-training method (for example, full fine-tuning, LoRA, SFT, RLHF, DPO)
+
+ - Token budget, latency targets, and context window constraints
+
+- **Success metrics:** Define both quantitative and qualitative goals, such as:
+
+ - BLEU, CodeBLEU, exact match accuracy or code correctness (unit test pass rate)
+
+ - Hallucination rate or failure rate reduction
+
+ - Latency or inference cost per token
+
+By defining key performance indicators (KPIs) and model behavior targets, HackerRank aligns downstream decisions—such as task selection and evaluation format—with your business priorities.
+
+### Timeline and milestone planning
+
+The project is organized into distinct phases to support transparent and trackable execution.
+
+- The delivery timeline is collaboratively defined and divided into clear milestones:
+
+ - Dataset structure finalization
+
+ - Task sampling or pilot review
+
+ - Evaluation setup and baselining
+
+ - Final dataset delivery and sign-off
+
+- Each phase includes feedback checkpoints to maintain transparency.
+
+- Weekly syncs and shared project trackers ensure accountability and visibility.
+
+### Security and data residency
+
+HackerRank adheres to industry-standard [data privacy and security practices](https://www.hackerrank.com/trust/security/). During project kickoff, HackerRank finalizes your security and compliance requirements.
+
+- **Data handling:** If the engagement involves proprietary source code or model artifacts, the following are supported:
+
+ - NDA-backed access controls
+
+ - In-region data processing (for example, EU-only, India-only)
+
+ - No-retention policies
+
+ - Secure cloud handoff (for example, Amazon S3 with restricted access keys)
+
+- **PII redaction:** When working with production data (For example, code snippets from tickets or logs), custom pipelines are used for:
+
+ - Personally identifiable information (PII) redaction (For example, names, emails, tokens, IP addresses)
+
+ - Sensitive pattern masking (for example, API keys, database credentials)
+
+- **Tooling isolation:** All dataset creation occurs in isolated environments with access logs, version control, and auditability.
+
+### Stakeholder onboarding
+
+Stakeholder roles are clearly defined on both sides at the beginning of each engagement.
+
+- Your organization:
+
+ - Technical point of contact (for example, Model Owner, ML Engineer)
+
+ - Business lead (for example, Product Owner, CTO)
+
+ - Security or compliance representative
+
+- At HackerRank:
+
+ - Engagement Manager
+
+ - Subject Matter Expert (SME) Managers
+
+ - Quality Assurance (QA) Lead
+
+ - ML Scientists
+
+HackerRank sets up a shared communication channels (Slack or email) and an optional shared drive for real-time updates and status reports.
+
+## Dataset preparation
+
+HackerRank’s core strength lies in a global network of highly vetted subject-matter experts (SMEs) and a proven methodology to create production-grade, diverse code datasets. The process integrates domain expertise, structured workflows, and multi-layered quality assurance to ensure that every data point is accurate, explainable, and aligned with your goals.
+
+### Expert-curated content generation
+
+- **SME selection:** Each dataset engagement begins with the selection of a dedicated panel of SMEs who possess verified expertise in the target languages, frameworks, and domains (for example, backend development, data engineering, DevOps).
+
+- **Realistic task design:** Each SME is responsible for designing original programming tasks that reflect authentic challenges seen in software development, such as implementing a REST API, debugging concurrency bugs, or refactoring legacy code. Tasks are aligned to customer objectives (for example, code generation, bug fixing, summarization) and vary in complexity and format (functions, classes, scripts, projects). The SMEs use internal authoring tools that provide real-time feedback on format compliance, tagging, and completeness. Dashboards that track author performance and dataset coverage are also maintained.
+
+- **Task** **authoring guidelines:** SMEs are trained with detailed, standardized instructions for task authoring. These include rules for:
+
+ - Problem framing and clarity
+
+ - Expected inputs/outputs
+
+ - Coverage of edge cases
+
+ - Test case design
+
+ - Metadata requirements (for example, runtime constraints, expected performance)
+
+- **Task review and approval:** Every task undergoes structured review process led by an SME Manager (a senior content engineer with domain expertise) before being included in the dataset. The review process includes checks for technical correctness, clarity of instruction, real-world relevance, and compliance with authoring standards.\
+ An internal toolset streamlines the review and feedback process to ensure task quality and accountability.
+
+ - **Targeted feedback**: The SME Manager can provide line-level comments directly within the task.
+
+ - **Revision loop**: Rejected tasks are returned to the author with detailed feedback and suggested improvements. The author revises the task and resubmits it for review.
+
+ - **Version control**: All edits are tracked through a version-controlled system with audit trails.
+
+ - **Performance tracking**: Maintain dashboards that track author perofrmance (For example, time taken for each task creation) and dataset coverage.
+
+
+
+- **Acceptance criteria:** A task is approved only when it passes review with no blocking issues. Strict quality checks ensure that:
+
+ - Only fully approved tasks are included in production datasets
+
+ - Partially accepted or “good enough” tasks are excluded\
+ This structured review process ensures that each task is polished, unambiguous, and suitable for training or evaluating large language models (LLMs).
+
+
+
+- **Multiple solutions per task:** To improve the diversity and robustness of your training data, each task is independently solved by at least three different SMEs. This provides a range of solution styles and allows models to learn from varied reasoning approaches. You can also configure the number of solutions required per task based on your specific needs.
+
+### Metadata and context capture
+
+Each task and solution combination is annotated with detailed metadata to support downstream use, including:
+
+- Build and run instructions
+
+- Language version and dependency list
+
+- Time and space complexity analysis (when applicable)
+
+- Edge cases and expected failure modes
+
+- Performance tuning notes
+
+This metadata ensures reproducibility, easy filtering, and better control over dataset slices (for example, by difficulty level, length, or bug type).
+
+### Automated and human QA
+
+A dual-layer QA process is applied to maintain high submission standards:
+
+- **Sanity checks:** All submissions are validated through automated pipelines that execute test cases, perform linting for style and syntax, and verify consistency between each problem and its solution.
+
+- **Peer review:** Submissions are peer reviewed by another SME to ensure correctness, clarity, and compliance with defined standards. Any disagreements trigger structured arbitration before finalization.
+
+- **Style and documentation checks:** In addition to functional correctness, each solution follow idiomatic coding style, include helpful comments, and avoid anti-patterns. These checks are essential for fine-tuning developer assistants and code explanation models.
+
+
+
+## Model evaluation
+
+Once the dataset is finalized, it enters a structured evaluation phase to assess how well the model performs after fine-tuning with the new data.
+
+### Fine-tuning and initial evaluation
+
+- **Model integration:** The customer’s foundation model or foundation model of your choice is fine-tuned using the curated dataset. This includes:
+
+ - Full fine-tuning
+
+ - Instruction tuning
+
+ - Few-shot prompt construction
+
+ - Supervised or RLHF-style training, depending on context
+
+- **Benchmarks:** Model performance is evaluated using:
+
+ - Standard benchmarks such as HumanEval, MBPP, and CodeXGlue
+
+ - HackerRank’s ASTRA benchmark, customized for your use case
+
+ - Custom test suites derived from your production use cases
+
+ - Evaluation metrics aligned with your goals, such as BLEU, exact match accuracy, functional correctness, latency, and hallucination rates
+
+If no suitable public benchmark exists for a task (for example, domain-specific language, refactoring), HackerRank will co-design a custom evaluation suite with the customer to ensure meaningful evaluation.
+
+### Evaluation design (if applicable)
+
+When open-source benchmarks do not sufficiently address the use case, a custom evaluation suite is developed. This includes:
+
+- Task sets curated from your existing codebase
+
+- Manually evaluated gold labels from HackerRank SMEs
+
+- Metrics tailored to your business goals, such as readability, security, or test coverage
+
+- Edge cases and adversarial examples
+
+- Regression-safe subsets for future iterations
+
+### Performance feedback loop
+
+If the model fails to meet the predefined success criteria, a structured feedback process is initiated.
+
+1. **Error analysis:** Qualitative and quantitative analyses are performed, including:
+
+ - Clustering of failure cases by problem type
+
+ - Confusion matrix on labels or outputs
+
+ - Code correctness breakdown (for example, syntax errors versus logic bugs)
+
+ - Human review of model outputs when necessary
+
+2. **Diagnosis and attribution:** Determine the root cause of performance gaps by evaluating whether they result from:
+
+ - Insufficient coverage in the dataset
+
+ - Ambiguous task instructions
+
+ - Model underfitting or overfitting
+
+ - Evaluation mismatches
+
+3. **Dataset Iteration:** Identified issues are addressed by:
+
+ - Refining existing tasks (for example, rewriting unclear problems)
+
+ - Adding new examples to target weak areas
+
+ - Diversifying solution styles or test scenarios
+
+### Continuous improvement loop
+
+The evaluation and tuning process is iterative:
+
+- The model is continuously fine-tuned using updated datasets.
+
+- New model outputs are re-evaluated against benchmarks and regression-tested against previous versions.
+
+- A dataset or model version is approved for deployment only when:
+
+ - Target primary metrics are achieved
+
+ - No regressions are found in secondary metrics
+
+ - The customer signs off
+
+The goal is to close the loop between model behavior and dataset design, ensuring that the data you invest in leads to measurable improvements in real-world performance.
+
+
+
+## Quality review
+
+Before delivery, each dataset undergoes a structured, multi-stage quality review to ensure that every task and solution meets standards of correctness, clarity, and consistency.
+
+### Final human review
+
+Every task and associated solutions undergo a final manual audit by the senior SME reviewers who were not involved in the task creation. This unbiased checkpoint guarantees integrity across the dataset.
+
+The following criteria are verified:
+
+- **Business logic and technical correctness:** Does the task represent a realistic and meaningful programming challenge? Do all solutions correctly address the stated problem?
+
+- **Code style and formatting:** Are the solutions idiomatic, readable, and aligned with language-specific style conventions? Is formatting consistent and instructional?
+
+- **Clarity and completeness of explanations:** If the dataset includes inline comments or external explanations, are they clear and accurate for an LLM to learn from?
+
+- **Test coverage and execution behavior:** Are edge cases tested? Do the test cases validate both correct and incorrect implementations? Are time and space constraints respected?
+
+### Rubric-based evaluation
+
+Reviewers use a scoring rubric that breaks down each task into key dimensions (for example, clarity, correctness, completeness and, format) with defined pass/fail criteria and reviewer notes. This provides a consistent and transparent scoring system across reviewers.
+
+- Objective scoring ensures alignment with customer expectations.
+
+- Reviewer notes are logged per task for traceability and continuous improvement.
+
+### Dispute resolution and arbitration
+
+If multiple reviewers disagree:
+
+- A structured arbitration workflow is initiated.
+
+- Each reviewer presents their assessment and rationale.
+
+- The SME Manager mediates to reach consensus.
+
+- A task finalized only after all concerns are resolved and the outcome is documented.
+
+This process avoids subjective inconsistency and ensures no task proceeds with open questions.
+
+### Version control and audit trail
+
+All task edits, feedback cycles, reviewer comments, and approvals are tracked using internal tools.
+
+- Change logs are maintained for each task.
+
+- All reviews are timestamped and attributed.
+
+- A complete revision history is available on request to show how and why a task evolved.
+
+### Tools and automation
+
+While human reviewers lead the process, a final automation pass is also performed to:
+
+- Revalidate test cases and runtime behaviour
+
+- Detect formatting drift and file inconsistencies
+
+Verify integrity hashes (for example, SHA-256) to support reproducibility.
+
+
+
+## Dataset delivery
+
+After a dataset passes all quality checks and receives required approvals, HackerRank initiates a secure and verifiable delivery process. The delivery workflow is designed for traceability, reproducibility, and seamless integration with ML pipelines.
+
+### Packaging and finalization
+
+Before delivery, all components of the dataset are packaged to ensure it is portable, verifiable, and self-contained.
+
+- **Signed-off content**
+
+ - All tasks, solutions, and metadata are approved through the QA process.
+
+ - Includes applicable test files, build scripts, and runtime instructions, where applicable.
+
+ - Task-to-SME attribution is included if required (anonymized when necessary).
+
+- **Versioning and integrity**
+
+ - The dataset is packaged as a structured archive (for example, .tar.gz, .zip) with consistent file paths.
+
+ - Integrity hashes (for example, SHA-256) are included for all files and the entire archive.
+
+ - Git-based diffs for change tracking between dataset versions.
+
+- **Documentation bundle**
+
+ - README file with dataset structure and usage instructions.
+
+ - Data schema or annotation format definitions are included.
+
+ - Security notes and handling instructions are documented.
+
+### Delivery channels
+
+HackerRank supports multiple secure, enterprise-compliant delivery channels:
+
+- Encrypted cloud handoff (for example, AWS S3 pre-signed URL, GCS secure bucket, Azure Blob link)
+
+- Customer-designated secure FTP or VPN endpoints
+
+All deliveries are logged and traceable.
+
+### Customer walkthrough
+
+Upon request, HackerRank provides a walkthrough session with your team to:
+
+- Review the dataset structure and evaluation setup
+
+- Clarify metadata, labelling conventions, or expected usage patterns
+
+- Address integration questions from data scientists or ML engineers
+
+- Collect feedback for future dataset iterations
+
+### Archiving and retention
+
+Once delivery is confirmed:
+
+- HackerRank retains a copy of the dataset and delivery logs for 30 to 90 days (configurable).
+
+- After the retention window, the dataset is securely purged unless otherwise agreed.
+
+- A formal delivery completion report is issued, including:
+
+ - Timestamp of delivery
+
+ - Integrity verification record
+
+ - Summary of QA coverage
+
+\
diff --git a/hackerrank/general-help/hackerrank-ai/5847651809-hackerrank-ai-add-ons.md b/hackerrank/general-help/hackerrank-ai/5847651809-hackerrank-ai-add-ons.md
new file mode 100644
index 0000000000000000000000000000000000000000..bf69383a5c739571522a1197c6943a9d4733da11
--- /dev/null
+++ b/hackerrank/general-help/hackerrank-ai/5847651809-hackerrank-ai-add-ons.md
@@ -0,0 +1,91 @@
+---
+title: "HackerRank AI Add-on See What’s Included"
+title_slug: "hackerrank-ai-add-on-see-whats-included"
+source_url: "https://support.hackerrank.com/articles/5847651809-hackerrank-ai-add-ons"
+article_slug: "5847651809-hackerrank-ai-add-ons"
+last_updated_exact: "Jan 29, 2026, 8:13 PM"
+last_updated_relative: "Last updated 3 months ago"
+breadcrumbs:
+ - "General Help"
+ - "HackerRank AI"
+---
+
+# HackerRank AI Add-on See What’s Included
+
+_Last updated: Jan 29, 2026, 8:13 PM (Last updated 3 months ago)_
+
+**Experience the Power of AI in Hiring**
+
+# See What’s Included
+
+## Integrity features
+
+### Proctor Mode
+
+Proctor mode ensures the integrity of take-home assessments by monitoring the session for any suspicious activities via signals from the webcam, screen capture, and other sources, and presenting the findings in a report. It's intentionally designed not to impact the candidate experience unless there's suspicious activity.
+
+[Learn more](https://support.hackerrank.com/articles/5663779659-proctor-mode)
+
+[Enable Proctor Mode in Settings](https://www.hackerrank.com/work/settings/company-test)
+
+
+
+### HackerRank Desktop App Mode
+
+The HackerRank App adds a new layer of security for high-stakes assessments. It creates a secure testing environment by blocking unauthorized applications and continuously monitoring candidate activity. It delivers enterprise-grade integrity while preserving a smooth candidate experience.
+
+[Learn more](https://support.hackerrank.com/articles/5973590014-hackerrank-desktop-app-mode?_gl=1*1b0t48k*_gcl_au*MTY4MDU4OTM4NS4xNzYwMzg0MTMy*_ga*MTU1NjAxOTUzMC4xNzQ2NzgwNzYw*_ga_BCP376TP8D*czE3NjIyNTYxNjgkbzIyMyRnMSR0MTc2MjI1NjE4NCRqNDQkbDAkaDA.)
+
+
+
+### Screen to Interview Identity Match
+
+Screen to Interview Identity Match compares candidate images from take-home assessments in our Screen product with the images from the video feed in our Interview product and flags if there's a mismatch.
+
+[Learn more](https://support.hackerrank.com/articles/8605077096-screen-to-interview-identity-match)
+
+[Enable Screen to Interview Identity Match in Settings](https://www.hackerrank.com/work/settings/company-codepair)
+
+
+
+## Features to evaluate NextGen Skills
+
+### AI-Assisted IDE
+
+The IDE now comes with an AI assistant mirroring the real world. It's currently a guarded assistant in take-home assessments in the Screen product and unguarded in the Interview product.
+
+[Learn more about Assistant in Tests](https://support.hackerrank.com/articles/1152916770-ai-assisted-tests)
+
+[Enable AI Assistant for Tests](https://www.hackerrank.com/work/settings/company-test)
+
+[Learn more about Assistant in Interviews](https://support.hackerrank.com/articles/5821380141-ai-assisted-interviews)
+
+[Enable AI Assistant for Interviews](https://www.hackerrank.com/work/settings/company-codepair)
+
+
+
+### Advanced Evaluation
+
+Advanced evaluation extends beyond evaluating the candidates on code correctness and optimality. It assesses the quality of the code written, how they worked with the AI, and other factors, and all of these are summarized and presented in the report.
+
+[Learn more](https://support.hackerrank.com/articles/7098008997-advanced-evaluation)
+
+[Enable Advanced Evaluation in Settings](https://www.hackerrank.com/work/settings/company-test)
+
+
+
+### Scorecard Assist
+
+Scorecard Assist uses AI to generate a structured summary from the interview session, analyzing a combination of the transcript and code playback. This is summarized in the rubric specified by the interviewer, helping them complete the writing of the scorecard more efficiently.
+
+[Learn more](https://support.hackerrank.com/articles/5847159594-scorecard-assist-for-coding-question)
+
+[Enable Scorecard Assist in Settings](https://www.hackerrank.com/work/settings/company-codepair)
+
+
+
+\
+
+\
+
+\
diff --git a/hackerrank/general-help/hackerrank-ai/9416207922-hackerrank%27s-ai-features.md b/hackerrank/general-help/hackerrank-ai/9416207922-hackerrank%27s-ai-features.md
new file mode 100644
index 0000000000000000000000000000000000000000..99c00b99f9baa7779f544cb0cc5782fe8292192a
--- /dev/null
+++ b/hackerrank/general-help/hackerrank-ai/9416207922-hackerrank%27s-ai-features.md
@@ -0,0 +1,180 @@
+---
+title: "HackerRank's AI Features"
+title_slug: "hackerranks-ai-features"
+source_url: "https://support.hackerrank.com/articles/9416207922-hackerrank%27s-ai-features"
+article_slug: "9416207922-hackerrank%27s-ai-features"
+last_updated_exact: "Mar 11, 2026, 9:43 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "General Help"
+ - "HackerRank AI"
+---
+
+# HackerRank's AI Features
+
+_Last updated: Mar 11, 2026, 9:43 PM (Last updated 2 months ago)_
+
+HackerRank offers several features within its services that use artificial intelligence, machine learning, or similar technology (AI Features).
+
+The table below shows a comprehensive catalog of AI features grouped by product, with details on functionality, provider, and availability.
+
+
+
+
+
+HackerRank Platform |
+AI Feature |
+AI Model Provider |
+Availability +
|
+Description +
|
+
Screen |
+[AI Plagiarism Detection](https://support.hackerrank.com/articles/8000786908-ai-plagiarism-detection) |
+HackerRank |
+Generally Available |
+Detects copied or AI-generated code with high accuracy using proprietary models built on HackerRank-only data. |
+
Screen |
+[Webcam-based Image Analysis](https://support.hackerrank.com/articles/7825915809-impersonation-detection#image-analysis-36) |
+Amazon Rekognition/ Google Gemini |
+Generally Available |
+Uses facial detection to identify multiple or no faces in the webcam frame to ensure test session integrity. |
+
Screen |
+[Proctor Mode](https://support.hackerrank.com/articles/5663779659-proctor-mode) |
+HackerRank/ Google Gemini |
+Generally Available (AI Add-on) |
+Enables live monitoring, including tab-switching alerts, multi-monitor detection, and full session replays. |
+
Screen |
+[HackerRank Desktop App Mode](https://support.hackerrank.com/articles/5973590014-hackerrank-desktop-app-mode) +
|
+HackerRank/ Google Gemini |
+Generally Available (AI Add-on) +
|
+Provides a secure desktop application with advanced proctoring controls, including enforcing full-screen mode, blocking remote access, screen sharing, and screenshots, restricting external applications, and preventing the use of virtual machines to ensure the highest level of test integrity. |
+
Screen |
+[AI Assistant (IDE and Chat)](https://support.hackerrank.com/articles/1152916770-ai-assisted-tests) |
+OpenAI +
|
+Generally Available (AI Add-on) +
|
+Provides real-time code completion, debugging help, and AI-generated explanations for test cases and errors. |
+
Screen |
+[Advanced Evaluation](https://support.hackerrank.com/articles/7098008997-advanced-evaluation) |
+Anthropic Claude, Open AI |
+Generally Available (AI Add-on) +
|
+Analyzes code quality (For example, complexity, maintainability), problem-solving approach, AI tool usage during coding, and automatically grades code review comments. |
+
Screen |
+[Job Description to Test Creator](https://support.hackerrank.com/articles/6967597139-creating-a-new-test#creating-a-test-with-job-description-4) |
+OpenAI |
+Generally Available |
+You can quickly generate a skills-based assessment by using your job description. HackerRank analyzes the job description to identify the required skills and experience level, then recommends relevant questions from the HackerRank library. |
+
Interview |
+[Screen to Interview Identity Match](https://support.hackerrank.com/articles/8605077096-screen-to-interview-identity-match) |
+Amazon Rekognition |
+Generally Available (AI Add-on) +
|
+Compares candidate images between screening and interview to flag mismatches in real time. |
+
Interview |
+[Scorecard Assist](https://support.hackerrank.com/articles/5847159594-scorecard-assist-for-coding-question) |
+OpenAI |
+Generally Available (AI Add-on) +
|
+Drafts interview feedback, highlights strengths/weaknesses, and suggests ratings—all editable by interviewers. |
+
Interview |
+[AI Assistant](https://support.hackerrank.com/articles/5821380141-ai-assisted-interviews) |
+OpenAI, Google Gemini, Cerebras, Anthropic +Claude |
+Generally Available (AI Add-on) +
|
+Provides an AI-assisted IDE featuring chat, agent mode, and inline code completions powered by multiple models, enabling deep insights into how effectively a candidate leverages AI during coding. |
+
Interview |
+Interview Transcript |
+Zoom |
+Generally Available |
+Transcripts capture all audio interactions and are easily accessible via email, reports, or API. |
+
AI Interviewer |
+[Coding Round AI Interviewer](https://support.hackerrank.com/articles/6908366644-introduction-to-ai-interviewer) |
+Anthropic +Claude |
+Limited +Availability |
+Conducts adaptive technical interviews by asking coding questions and evaluating responses for deeper assessment. |
+
Engage |
+Event Generator |
+OpenAI |
+Generally Available |
+Automates the creation of hackathons, coding competitions, and outreach events tailored to developer interests and aligned with the customer’s brand. |
+
Engage |
+Engage Assistant |
+OpenAI |
+Generally Available |
+Provides content and targeting recommendations for recruiting teams to help identify and engage top talent. |
+
SkillUp |
+AI Tutor |
+Anthropic Claude |
+Generally Available |
+Provides hints, practice challenges, and recommendations based on past performance and coding history. |
+
Community |
+[Community Mock AI Interviewer](https://help.hackerrank.com/articles/8988753946-introduction-to-mock-interview) |
+OpenAI/ +Anthropic Claude |
+Generally Available |
+Lets candidates take AI-powered mock interviews to practice for real assessments. |
+
+
+Refer to [📄 Eightfold - HackerRank Integration](/articles/7924497743)for more information.
+
+### iCIMS Bulk Assessment Inviting
+
+The bulk assessment inviting feature lets you simultaneously send test invitations to hundreds of candidates from iCIMS. Once enabled, moving candidates to the bulk invite status triggers automatic invites for the default assessment on the job requisition. Candidate completion statuses and results are automatically updated in iCIMS, enabling easy progress tracking without manual effort.
+
+Additionally, the recruiter who initiates the invites will receive a report informing them of the status of each invitation, helping ensure full visibility into the process. This integration workflow is built on a robust system for efficiently handling high-volume assessment invites.
+
+To enable this feature, reach out to [support@hackerrank.com](mailto:support@hackerrank.com).
+
+
+
+Refer to[📄 iCIMS - HackerRank Integration Guide](/articles/9631673147)for more information.
+
+## **Admin**
+
+### Bulk Add/Remove Users to Teams
+
+Admins can now bulk add and remove users from teams, even across multiple pages, making managing large groups easier for both team and company admins. A new dropdown menu consolidates bulk actions, allowing admins to easily add, remove, lock, unlock, and export selected users.
+
+
+
+Refer to [Bulk User Management](https://support.hackerrank.com/articles/1508181842-teams-management#user-management-6) for more information.
+
+## **Skills**
+
+### Azure Hands-On Questions
+
+You can now assess candidates by adding Azure hands-on questions from the HackerRank library to your tests. With this new Cloud skill offering, candidates can complete tasks directly in the Azure Portal using a temporary account provided by HackerRank. For example, they might be asked to set up a Virtual Network and configure Network Security Groups or host a website using Azure Web Apps. Once completed, their work is automatically scored and logged in the test report.
+
+
+
+*Azure Questions in HackerRank Library*
+
+
+
+*Candidate Experience *
+
+Refer to[📄 Assessing Candidates for Azure Skills](/articles/8545628905)for more information.
+
+## **Library Updates**
+
+The HackerRank Library has undergone a significant expansion, introducing many new questions and enhancing our content offerings to serve your assessment and hiring needs better.
+
+**Highlights**
+
+- **Coding Tasks**: 243 coding challenges designed to assess practical programming skills and algorithmic thinking.
+
+- **Projects:** 119 projects that simulate real-world scenarios, enabling candidates to demonstrate their ability to manage and execute complex tasks.
+
+- **MCQ:** 747 new multiple-choice questions to test theoretical knowledge and problem-solving abilities.
+
+**Updated Job Families**
+
+The latest content enhancements focus on the following key job families to ensure comprehensive and relevant assessments:
+
+- Software Engineering
+
+- Web Development
+
+- Cloud
+
+- Cybersecurity
+
+- Data Engineering
+
+- Mobile Development
+
+**Added Skills**
+
+A diverse range of 77 distinct skills has been integrated across these job families, providing robust and specialized evaluations to match current industry demands.
+
+Explore the complete range of questions in the [HackerRank library](https://www.hackerrank.com/work/library/hackerrank) and gain insights into various [HackerRank roles](https://www.hackerrank.com/roles-directory/).
+
+## **Engage**
+
+### Enhanced Email Customization
+
+You can now fully customize invite and reminder emails within Engage. The updated email editor includes new variables, such as invite and microsite links, and offers advanced formatting options like font size, style, and color. These enhancements allow you to tailor your email content
+
+
+
+Refer to[📄 Create an Event](/articles/7549509598)for more information.
+
+## **SkillUp**
+
+### Role Insights
+
+Offers managers a comprehensive overview of their team’s certification progress and performance for specific roles. This section enhances visibility over skill development, ensuring developers can achieve their learning and certification objectives. This page is divided into two tabs:
+
+- **Insights**: Provides an overview of certification metrics for a specific role, showing the percentage of developers certified and those who have attempted certifications. It also features a funnel chart to track developer progress through each stage: invitation, attempt, and completion.
+
+- **Developers**: This section displays detailed information on individual developers’ certification status, scores, due dates, and recent activity. Managers can filter, sort, and take actions like sending reminders or adjusting due dates to effectively track and support the team’s progress.
+
+
+
+### Assessment Details Panel
+
+The new assessment details panel empowers managers to foster their team's professional growth. It provides a comprehensive overview of each team member's skill development journey, allowing managers to effectively see progress on certifications, oversee learning objectives, and manage due dates. Enhancing visibility into individual progress enables managers to guide their teams in their continuous learning and career advancement. This feature helps managers navigate professional development pathways.
+
+
+
+### Transparent Certification Results
+
+Developers can now view a comprehensive overview of their certification performance, including a breakdown of each skill assessed, individual scores, the number of test cases passed, and the time spent on each section. This detailed feedback helps developers understand their strengths and areas for improvement. Once certified, they can download their certificate from within the results panel.
+
+
+
+### Reminders and Due Date
+
+With new certification management controls, managers can proactively send reminders or adjust due dates as needed. This ensures that developers stay on track with their skill development and can complete certifications at their own pace. When a developer completes their certification, the system notifies managers and excludes the developers from reminder emails. This feature is accessible from the Developers tab within the role and skill details sections.
+
+
+
+### Prompt Engineering
+
+The new Prompt Engineering skill lets developers level up their AI expertise. As a developer, you can write, test, and submit prompts using an easy-to-use editor built into the certification assessment. The skill includes learning resources to get you started, a practice test to refine your skills, a beginner-level badge, and a final certification to prove your proficiency. Perfect for anyone looking to dive deeper into AI and showcase their knowledge!
+
+
+
+## **HackerRank Community**
+
+### Improved Problem-Solving Mock Interviews
+
+In April, AI-powered mock interviews for basic problem-solving were launched, and invaluable feedback was received from hundreds of developers. The new and improved mock interview includes:
+
+- Pinned and Structured Coding Questions: Coding questions are now better structured, and divided into clear sections: “Problem Statement”, “Function Description”, “Returns”, and “Constraints” for better understanding. Even as developers interact with the interviewer bot, the coding questions they must solve are automatically pinned to the chat - no more endless scrolling.
+
+- Realistic Interviewer Responses: Interviewer dialogues and questions are more concise, closely mimicking a real interview experience.
+
+- Improved Feedback Screen: After completing a mock interview, enjoy a redesigned feedback screen with detailed performance insights and an option to leave feedback on your experience
+
+
+
+### AI-powered Front-end (React) Mock Interviews
+
+A new mock interview experience that provides you with tailored interview prep.
+
+Designed for aspiring front-end developers, this React-focused mock interview offers a unique experience with a customizable VSCode IDE, available for the first time in our product. Practice coding in a familiar environment and interact with our enhanced interviewer bot for a realistic interview simulation.
+
+
+
+### QuickApply Chrome Extension
+
+The [QuickApply Chrome extension](https://chromewebstore.google.com/detail/hackerrank-quickapply/mmlghgaenodejbokcogohcjelnogcckl?hl=en-US) removes the hassle of applying for jobs by automatically populating your details, work history, and more on online application forms.
+
+The extension detects form fields on job application pages and inserts stored data from your HackerRank account in seconds.
+
+
+
+The extension can now fill out job applications hosted on five top ATSs: Lever, Greenhouse, Workday, Avature, and SmartRecruiters, using your HackerRank profile information. Since its initial launch, hundreds of developers have used QuickApply to apply to thousands of tech jobs worldwide.
+
+### Resume Builder
+
+HackerRank’s Resume Builder allows developers to revamp their professional resumes instantly. Import your existing resume (in PDF format) into the tool, and the AI-powered resume reviewer provides instant, detailed feedback in key areas such as grammar, formatting, and overall presentation. This feature is active for 2% of the Community and will soon be expanded to additional users.
+
+
+
+All of the above [HackerRank Community](https://www.hackerrank.com/dashboard) features are in limited availability and are enabled for a small subset of our users. If you'd like to enable the same for your HackerRank account, please reach out to [Community Support](https://www.hackerrank.com/support?q=mock-interviews&sub=exhausted-limit&description=Can%20you%20please%20add%20more%20credits%20for%20mock%20interviews).
+
+That's all folks! Thank you for reading our October release notes. To review previous releases or **Submit Ideas** for future enhancements, check out our [What's New](https://hackerrank.com/whats-new) page.
diff --git a/hackerrank/general-help/release-notes/1306589776-january-2024-release-notes.md b/hackerrank/general-help/release-notes/1306589776-january-2024-release-notes.md
new file mode 100644
index 0000000000000000000000000000000000000000..1aa99e902628e5e60da081faefeed4cf86168ba0
--- /dev/null
+++ b/hackerrank/general-help/release-notes/1306589776-january-2024-release-notes.md
@@ -0,0 +1,166 @@
+---
+title: "January 2024 Release Notes"
+title_slug: "january-2024-release-notes"
+source_url: "https://support.hackerrank.com/articles/1306589776-january-2024-release-notes"
+article_slug: "1306589776-january-2024-release-notes"
+last_updated_exact: "Jan 23, 2025, 12:47 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# January 2024 Release Notes
+
+_Last updated: Jan 23, 2025, 12:47 AM (Last updated 1 year ago)_
+
+HackerRank consistently enhances our platform by implementing new features and addressing any issues through regular updates. HackerRank continually enhances its platform with improvements and fixes to serve you better. We have rolled out a series of new improvements and fixes this 24th January, 2024. If you require assistance with these changes, our team is prepared to support you. Feel free to reach out to us at support@hackerrank.com for any inquiries or assistance you may need.
+
+## Screen
+
+### **Improved Experience for Question Creation**
+
+Create questions faster than ever with our reinvented workflow designed to help you rapidly author high-quality, rich content. The new streamlined interfaces for common question types Coding, MCQs, Subjective, Diagram, Whiteboard, Sentence Completion, File Upload, Code Review, HTML/CSS/JS, and Approximate Solution.
+
+**What's New? **
+
+- Intuitive creation flows with fewer steps
+
+- Capability to insert and edit code blocks easily
+
+- Languages are split into automatic stub generation and manual sub-groups for clarity
+
+- Ability to upload questions in bulk with images using Excel sheets and seamlessly edit them before publishing.
+
+
+
+Visit [Creating Custom Questions](https://support.hackerrank.com/collections/6791011056-creating-custom-questions)[](https://support.hackerrank.com/hc/en-us/sections/19063128425491-Creating-Custom-Questions)section to learn more.
+
+### **Improved Experience for Creating Project Questions **
+
+Access an improved experience for creating front-end, back-end, full stack, and mobile development questions.
+
+Key highlights:
+
+- Leverage Integrated IDEs for seamless code editing and testing
+
+- Clone projects quickly from a private GIT repository
+
+- Configure scoring and IDE settings with ease from an intuitive interface
+
+
+
+Visit[📄 Creating Front-end, Back-end Full stack and Mobile Questions](/articles/1570281449)[](https://support.hackerrank.com/hc/en-us/articles/115005461568-Creating-Front-end-Back-end-Full-stack-and-Mobile-Questions)article to learn more.
+
+### **Redesigned PDF Reports**
+
+PDF test reports download faster and now have a contemporary look that matches the platform interface.
+
+
+
+Visit[📄 Downloading PDF and Excel Test Reports](/articles/1786677446)article to learn more.
+
+### **Watermarked Questions**
+
+Deter question leaks during assessments with our new watermarking capability.
+
+Key highlights:
+
+- Discourage candidates from taking screenshots by watermarking questions with candidate email addresses
+
+- Reduce question leaks during large campus drives and events
+
+
+
+Visit[📄 Watermarking the Tests](/articles/2519766322)article to learn more.
+
+### **Multiple Monitor Detection**
+
+To ensure fairness, you can detect the usage of multiple monitors by candidates during an assessment.
+
+Key highlights:
+
+- View a new indicator when an external display is connected
+
+- Access additional signals around candidate behavior and potential plagiarism
+
+
+
+Visit[📄 Multiple Monitor Detection](/articles/8323964440)article to learn more.
+
+### **New Image Analysis **
+
+Our new Image Analysis feature analyzes a series of images captured during assessments and flags candidates for suspicious activity.
+
+Key highlights:
+
+- Analyzes candidate webcam feeds at different points during an assessment
+
+- Detects multiple faces or no face in frames
+
+- Categorizes images based on different suspicious activities (no face, secondary face, and so on.)
+
+- Shows severity and suspicion scores in reports
+
+- Details reasons for flagged images
+
+
+
+Visit [Detect Suspicious Activity Using Image Analysis](https://support.hackerrank.com/articles/7825915809-impersonation-detection#image-analysis-41)[](https://support.hackerrank.com/hc/en-us/articles/17971376196627-Detect-Suspicious-Activity-Using-Image-Analysis)article to learn more.
+
+## Interviews
+
+### **Hide Locked Tabs from Candidates During Interviews**
+
+Tabs that are locked by interviewers will now be hidden from candidates. This ensures that candidates are focused on the tasks given to them and not distracted by additional tabs, such as the ones that an interviewer might use later in the interview.
+
+**Changes to the experience:**
+
+- No more messages such as, “**This tab has been locked by the interviewer”**
+
+- The interview tab is not visible to the candidate when the interviewer is exploring the library and still choosing the task
+
+
+
+Visit[📄 Hiding Locked Tabs in Interviews](/articles/2284202564)article to learn more.
+
+## Company Admin
+
+### **Enhanced Insights**
+
+We made backend changes to the test insights dashboard to make it faster and more accessible. This will allow us to make our reporting even stronger in the future.
+
+With our new reporting, you’ll access:
+
+- Faster load times for graphs
+
+- An accessible user interface and graph style
+
+- Underlying data and rich insights into your HackerRank usage
+
+
+
+Visit[📄 Account Insights](/articles/4945003466)article to learn more.
+
+## Integrations
+
+### **Greenhouse Enhancements**
+
+Interview scorecards can now be synced back to Greenhouse from HackerRank, once the interview instance has been updated. Additionally, when an Interviewer updates an Assessment Scorecard on HackerRank, this can be reflected on Greenhouse.
+
+This enables a two-way integration that continually syncs between Greenhouse and HackerRank to update scorecards.
+
+
+
+To learn more about the Greenhouse enhancements see the articles:[📄 Greenhouse - HackerRank Integration Interviews User Guide](/articles/8806262569)and[📄 Greenhouse - HackerRank Integration Tests User Guide](/articles/2499611070)\
+\
+
+### **Workday Integration for Interviews**
+
+You can now leverage the HackerRank interview functionality within the Workday Applicant Tracking System. You can schedule the interview and view the scores on Workday without having to switch to the HackerRank platform.
+
+
+
+To learn more about the Workday Interview Integrations, see the articles:[📄 Workday - HackerRank Interviews User Guide](/articles/7842363172) and[📄 Workday - HackerRank Interviews Configuration Guide](/articles/4722432610)
+
+\
diff --git a/hackerrank/general-help/release-notes/2321596225-january-2026-release-notes.md b/hackerrank/general-help/release-notes/2321596225-january-2026-release-notes.md
new file mode 100644
index 0000000000000000000000000000000000000000..410e50ee680af964b7cf4a879b84844321d95e8a
--- /dev/null
+++ b/hackerrank/general-help/release-notes/2321596225-january-2026-release-notes.md
@@ -0,0 +1,586 @@
+---
+title: "January 2026 Release Notes Screen Skills Platform Developer Experience Integrity Interview Data and Insights Integrations SkillUp Deprecations and Experience Changes"
+title_slug: "january-2026-release-notes-screen-skills-platform-developer-experience-integrity-interview-data-and-insights-integrations-skillup-deprecations-and-experience-changes"
+source_url: "https://support.hackerrank.com/articles/2321596225-january-2026-release-notes"
+article_slug: "2321596225-january-2026-release-notes"
+last_updated_exact: "Mar 2, 2026, 4:15 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# January 2026 Release Notes Screen Skills Platform Developer Experience Integrity Interview Data and Insights Integrations SkillUp Deprecations and Experience Changes
+
+_Last updated: Mar 2, 2026, 4:15 PM (Last updated 2 months ago)_
+
+Modern software development is defined by how effectively developers orchestrate AI across the software development lifecycle, while applying judgement and demonstrating strong fundamentals. As these workflows become standard, hiring and upskilling must evolve to assess not just outcomes, but how developers arrive at them.
+
+HackerRank’s January release strengthens how you assess real-world, AI-assisted development while protecting that signal at scale. Candidates now experience a consistent, modern environment across all question types with the new candidate site fully rolled out**,** and faster Code Repo assessments through quicker installs and builds.
+
+Integrity is central to this release. New detection signals, including object detection in webcam feeds and deleted code analysis, help identify potential policy violations without penalizing legitimate workflows. Clear, interpretable flags and reports highlight suspicious activity with supporting evidence, while override controls ensure human judgment remains part of the evaluation process, keeping assessments fair, auditable, and trustworthy.
+
+Alongside integrity, improvements to AI-assisted evaluation, code quality grading, and reporting provide deeper insight into how candidates structure solutions and iterate over time. To support teams beyond hiring, SkillUp expands guided learning with an AI Engineer Certification and a weekly Prompt Engineering Challenge, helping developers build modern skills with confidence.
+
+# Screen
+
+## Test Variant Updates
+
+### Test Variant Overview
+
+When you create a variant of an existing test, you now see a clear overview that explains how test variants work. This helps you get oriented before setup, whether you are new to variants or need a quick refresher.
+
+
+
+### Add Time to Candidate Attempts
+
+You can now grant time accommodations to candidates taking variant-based tests. Time adjustments can be applied at the section level for each candidate.
+
+For bulk updates, select multiple candidates from the same test variant. The relevant test sections will be displayed, allowing you to add time where applicable.
+
+Time adjustments can only be applied when all selected candidates belong to the same variant. If candidates from different variants are selected, the Add time option is disabled and you’ll be prompted to filter your selection to a single variant before proceeding.
+
+
+
+### Simplified Test Variant Logic Creation
+
+Creating test variant criteria is now more intuitive. The redesigned Add Variant Logic workflow lets you route candidates to different test variants based on their answers to a qualifying question.
+
+
+
+For more information, see [Adding extra time in variant-based tests](https://support.hackerrank.com/articles/4811403281-adding-extra-time-for-candidates#adding-extra-time-in-variant-based-tests), [📄 Create Test Variants](/articles/7530103378).
+
+## Improved Navigation in Detailed Reports
+
+Detailed reports are now easier to navigate, making it faster to move between questions. The Next and Previous buttons are more prominent, so you can review responses without losing context.
+
+The Suspicious Activity tab is now easier to find, helping you access and review integrity insights more quickly.
+
+
+
+For more information, see [📄 Viewing a Candidate's Detailed Test Report](/articles/8263794320).
+
+## Emoji Support in Emails
+
+You can now include emojis in key emails, including test reports, leakage alerts, reminders, invites, and confirmations. This helps add emphasis and personality where it fits your brand, helping important messages stand out.
+
+
+
+For more information, see [📄 Manage Email Templates](/articles/9684438314), [📄 Invite Candidates to a Test](/articles/6027855406).
+
+## Leakage Indicator and Filter on Test Listing Page
+
+You can now identify tests with one or more leaked questions directly from the test listing page. An indicator appears next to affected tests, and you can hover over it to see the number of leaked questions. As part of this update, the Leaked tab under Library has been removed.
+
+
+
+For more information, see [Viewing tests with leaked questions](https://support.hackerrank.com/articles/8820947031-managing-leaked-questions#viewing-tests-with-leaked-questions).
+
+## See Predefined Fields During Candidate Details Setup
+
+You can now view a complete list of predefined HackerRank candidate fields directly in the Candidate Details setup flow, making it easier to see what’s already available before adding your own. Predefined fields retain their standard field types, while custom fields can be fully tailored to your unique requirements. This ensures a consistent structure for candidate data with the flexibility to customize where needed.
+
+
+
+For more information, see [📄 Configure Onboarding Settings for Tests](/articles/5956879724).
+
+## Expanded Attempt-Level Insights in the Summary Report
+
+The upgraded Summary Report gives you a more complete view of each attempt, with improved data visibility, faster access, and easier next steps:
+
+- Benchmark calculations include data from 2025 attempts, so comparisons reflect the most recent performance trends.
+
+- Integrity details are shown at the attempt level, rather than the test level, to reflect the proctoring settings used for each session.
+
+- Candidate ratings, feedback, and all other collected test data are available directly within the Summary Report.
+
+- Interviews can be created directly from the new Summary Report.
+
+- For new attempts, links to Detailed Reports in CSV exports now open up to four times faster.
+
+- You can now evaluate how candidates leverage AI in solving real-world challenges with a new AI Fluency grade. This is shown in the ‘Performance Summary’ section of the Summary Report for tests taken with the AI Assistant.
+
+ You can also view more details on question-level AI fluency in the ‘Candidate Evaluation’ tab of the Detailed Report.
+
+
+
+For more information, see [📄 View Candidate Test Summary Report](/articles/8111267829), [📄 Candidate Benchmark](/articles/6075450367), [📄 AI Fluency](/articles/1773201418).
+
+## Clear and Neutral Candidate Performance Signals
+
+You can assess candidates more fairly and consistently with updated performance signals designed to reduce bias and improve clarity.
+
+- Scores below the cut-off are no longer shown in red, helping you assess results more objectively.
+
+- Colors tied to benchmark percentiles have been removed to reduce visual bias when evaluating candidates.
+
+- Scores and code quality signals are now highlighted in the performance summary for easier review.
+
+
+
+For more information, see [📄 View Candidate Test Summary Report](/articles/8111267829).
+
+## Updated Test Access Permissions
+
+- Starring a test is now independent of your user role, so you can mark important tests regardless of your permissions.
+
+ 
+
+
+
+- A new entitlement lets admins prevent PDF report downloads for certain roles or users.
+
+ 
+
+
+
+- A new entitlement lets admins hide General Settings within a test, so users can’t view or change test settings that are managed at the company level.
+
+ 
+
+For more information, see [📄 Modify Entitlements for Recruiters](/articles/4851183051), [📄 Modify Entitlements for Developers](/articles/8127960820).
+
+## Code Quality Grading Improvements
+
+Code quality grading now excludes variable naming, helping you focus on more meaningful indicators like code structure, logical soundness, readability, and long-term maintainability. Reports also process faster, so you get insights sooner and can make more informed evaluations using a clear, reliable skill signal.
+
+## V3 API Updates
+
+The Show Candidate API now returns additional attempt-level data, making it easier to analyze candidate performance programmatically. You can now access:
+
+- **Attempt-level performance summaries** to quickly assess overall results
+
+- **Question-level code quality grades** for deeper insight into coding proficiency
+
+These enhancements help you build richer, more data-driven evaluations directly into your systems.
+
+## AI-Assisted Question Creation for Code Repos (AI Add-on)
+
+You can now create Code Repository questions with built-in AI guidance, making creation fast and self-serve. This update is designed to support custom code repositories, allowing you to generate realistic feature or bug-fix challenges directly from uploaded repositories or markdown projects. The AI analyzes the codebase to suggest relevant skills, difficulty level, and tech stack. You can then review, validate, and publish tasks directly to your content library.
+
+**Note:** This feature is available to a limited set of users. Please contact your account manager or reach out to [support@hackerrank.com](mailto:support@hackerrank.com) to request access.
+
+
+
+# Skills Platform
+
+## Library Improvements
+
+The HackerRank Library continued to expand, with a strong focus on code repo questions, modern frameworks, and higher-quality candidate experiences. This release marks significant advancements in content depth, scale, and real-world relevance.
+
+Here’s what’s new:
+
+- 86 new coding questions added across Problem Solving and language skills (Java, Python, JavaScript).
+
+- 105 new project questions introduced across backend, frontend, mobile, and automation technologies, including Spring Boot, .NET, React, Angular, React Native, Playwright, Cypress, and Selenium.
+
+- Expanded code repository assessments with real-world workflows, including full-stack MERN repositories and blog platform repositories built with Node.js, Django, and Spring Boot.
+
+- Over 500 existing project questions were upgraded to modern stacks, enhancing reliability, performance, and the candidate experience.
+
+- Existing projects have been modernized, with better code quality and more stable test coverage.
+
+- Over 200 coding problems were rephrased for clearer requirements, reduced ambiguity, and more reliable evaluation.
+
+- New skills launched in the HackerRank Library and Skill Directory - Playwright (Basic & Intermediate) and Cypress (Basic & Intermediate).
+
+Content additions across the following high-demand job families and skills:
+
+Job Family |
+Skill |
+Question Type |
+No. of Questions Newly Added +
|
+
Software Engineering |
+Problem Solving |
+Coding |
+25 |
+
Software Engineering |
+Java |
+Coding |
+11 |
+
Software Engineering |
+Python |
+Coding |
+15 |
+
Software Engineering |
+JavaScript |
+Coding |
+10 |
+
Web Development |
+.NET |
+Projects |
+26 |
+
Web Development |
+Angular |
+Projects |
+10 |
+
Web Development |
+React |
+Projects |
+11 |
+
Web Development |
+SpringBoot |
+Projects |
+29 |
+
Web Development |
+React Native |
+Projects |
+14 |
+
Web Development |
+Golang |
+Projects |
+4 |
+
Web Development |
+iOS |
+Projects |
+1 |
+
Web Development |
+Java |
+Projects |
+5 |
+
Web Development |
+Playwright |
+Projects |
+5 |
+
Web Development |
+Cypress |
+Projects |
+5 |
+
Web Development |
+Selenium |
+Projects |
+5 |
+
Web Development |
+MERN, React+Django, React+SpringBoot |
+Code Repo |
+3 |
+
Original Question |
+Improved Question |
+
You are required to customize a class named + The default
+ Add more functionality to the existing method
+ Additionally, you are asked to overload this method so that it accepts
+ There are three overloaded versions of
|
+Customize a class called + Implement three versions of the
|
+
Environment |
+Current Version |
+Upgraded Version |
+
+
+Learn more here[📄 HackerRank Certified Assessments](/articles/1649328687)
+
+\
+
+### **Leakage Detection & Automatic Replacement For Multiple Choice Questions (MCQ)**
+
+MCQ sections within[📄 HackerRank Certified Assessments](/articles/1649328687)now come with automatic leakage protection. This ensures your test content stays secure and maintains its integrity without any extra effort on your part.
+
+### **Setting Custom Scores for MCQs**
+
+We have fully migrated to the new MCQ scoring model which provides you with greater flexibility and control while scoring your tests! Now, you can set custom scores for your MCQ questions, ensuring consistency as the test-level score will override all individual MCQ scores within that test.
+
+**Note:** This update applies to users who signed up before 2020. Accounts created after 2020 will already have access to this experience.
+
+Learn more here[📄 Scoring a Multiple Choice Question](/articles/4247041184)
+
+\
+
+### **Ability to Shuffle Sections Without Section Time Limits**
+
+You can now shuffle sections without the need of adding a section time limit. This improvement means you have greater flexibility in structuring your tests, ensuring a fair assessment experience without the constraint of time limits.
+
+
+
+Learn more [here](https://support.hackerrank.com/articles/1649328687-hackerrank-certified-assessments#shuffling-sections-12).
+
+### **Improved Error Messaging & Handling When Bulk Invite Upload Fails **
+
+Experience a new level of efficiency with our improved bulk invites feature! Now, if an upload fails, you will receive detailed error messages to help you make any necessary changes. Plus, our new progress bar provides real-time updates on the status of your candidate invites, making the process smoother and more transparent.
+
+
+
+Learn more here[📄 Sending Bulk Email Invites to a Test](/articles/7127221409)
+
+\
+
+### **Candidate Listing Performance Improvements**
+
+We have optimized the [candidate listing](https://support.hackerrank.com/articles/9135272973-candidates-list-in-hackerrank-tests) page to ensure faster filter times. With this update, filters for candidate lists with more than 1000 entries are up to 7x faster. You will notice significant performance gains for very large candidate lists (\>5000 entries), where filters that previously timed out now apply in under 2 seconds.
+
+### **Assess Up to 100,000 Candidates Using Coding Assessments**
+
+You can now effortlessly conduct large-scale events and campus drives with coding assessments, supporting up to 100,000 candidates at once. Say goodbye to the hassle of managing multiple batches, creating and adding new questions to each batch, and dealing with logistical challenges. This upgrade ensures a seamless experience for your candidates, with code execution and compile times improved by 50%, making it the largest concurrent coding assessment support in the market.
+
+### **Export Report Enhancements**
+
+We have significantly optimized and migrated our export processes to a new infrastructure, achieving a 10x improvement in download speed. Now, you can swiftly export candidate lists, interviews, and account-level test data from the insights section. This enhancement reduces export times from minutes to seconds, enhancing efficiency and productivity. Expect even faster times in future releases.
+
+### **Test List export**
+
+You will now see an export button within the test tab which allows you to export the list of tests, including all information about the test beyond what is available on the user interface.
+
+
+
+Learn more here[📄 Exporting Tests Data](/articles/7081156839)
+
+\
+
+### **Upgraded VSCode and JupyterLab IDEs**
+
+Candidates will now enjoy the latest VSCode and JupyterLab IDE versions during assessments. These updates include accessibility improvements and security vulnerability fixes to ensure a seamless and secure coding experience.
+
+- Commands in VSCode are highlighted, and scrolling is sticky in the terminal.
+
+- The Explorer view in VSCode can now be moved to make more space for coding while solving problems. Some audio and video files can be previewed inside the IDE.
+
+
+
+- JupyterLab now includes a virtual scrollbar for notebooks in windowed mode, with an optional scrollbar, delineating the active cell and selected cells. This allows users to navigate and jump to specific cells with ease.
+
+- Candidates can now benefit from improved screen reader support with accessibility view, to ensure all users can navigate the editor and terminal effectively.
+
+
+
+All these improvements ensure that candidates have the latest and familiar tools while working on Fullstack, Frontend, Backend, and data science questions.
+
+## **Interview**
+
+### **Pre-Interview Compatibility Check**
+
+Our interview platform now includes embedded compatibility checks to ensure the audio and video setup is perfect before the interview begins. Therefore, interviewers and candidates can avoid worrying about technical issues and focus on showcasing skills without interruptions.
+
+
+
+Learn more here[📄 Starting an Interview](/articles/3200321153)
+
+\
+
+### **Improved Whiteboard Performance**
+
+You can now conduct efficient system design interviews using whiteboard. The improvements mean that cursor movements and shapes appear on all participants' screens almost instantly, a significant improvement over the previous delay of a few seconds.
+
+### **New Shapes Supported in Library**
+
+Drawing system design diagrams with HackerRank Whiteboard is now super easy with custom shapes for tech interviews, such as Database, Cache, Actor, Cloud, Service, etc. Additionally, you can get the convenience of custom colors and one-click shapes, making your diagrams clear and professional with minimal effort.
+
+
+
+Learn more here[📄 Interviewing with Whiteboards](/articles/7216974183)
+
+\
+
+### **Audio/video Performance Improvements**
+
+Interviewers now receive advance notifications about candidate compatibility issues, ensuring a smoother start to interviews.
+
+
+
+Candidates are alerted when interviewers start the call, reducing wait time and anxiety.
+
+
+
+You can also preview your audio and video settings before joining and get improved call quality with background noise suppression.
+
+These updates help create a more seamless and stress-free interview experience for everyone involved.
+
+
+
+Learn more here[📄 Audio or Video Device Selection During Interview](/articles/5936478208)
+
+\
+
+## **Integrity**
+
+### **New Plagiarism Model**
+
+AI Assistance tools are offering substantial productivity improvements for developers in their daily work. While we are actively embracing AI, we also acknowledge that AI usage is not always appropriate, especially when we are looking to assess a candidate's fundamental skills.\
+\
+We are releasing a new version of the AI-based plagiarism detection model, which focuses heavily on signals associated with the usage of AI assistants and coding copilots. This model shows a much higher precision in identifying sessions where candidates have used AI assistance when explicitly asked not to.
+
+Learn more here[📄 AI Plagiarism Detection](/articles/7287334157)
+
+\
+
+### **Spoofing Attempt Detection**
+
+We have added the ability to detect if a candidate projects a static image during an ongoing test. This feature helps us identify candidates who try to use image spoofing software to pretend they are live during the test. With this enhancement, we ensure a higher level of integrity and security in the testing process, giving you confidence in the integrity of your candidates' session and performance.
+
+
+
+Learn more [here](https://support.hackerrank.com/articles/7825915809-impersonation-detection#reviewing-suspicious-activity-51).
+
+### **Webcam Switch Detection**
+
+We have added the ability to detect if a candidate switches their webcam during an ongoing test. This feature helps recruiters and hiring managers identify potential suspicious activity and allows for further investigation into why the webcam was changed mid-test, thereby strengthening the security & reliability of the assessments.
+
+
+
+Learn more [here](https://support.hackerrank.com/articles/7825915809-impersonation-detection#webcam-switch-detection-35)[.](https://support.hackerrank.com/articles/7825915809-impersonation-detection#webcam-switch-detection-35)
+
+## **Content**
+
+HackerRank's developer skill assessment library has been expanded to support a scientifically defined [taxonomy](https://www.hackerrank.com/roles-directory/) across 9 job families, encompassing 77 roles and over 260 skills. The library now includes an extensive number of questions tailored to each job family as outlined below:
+
+| | |
+|--------------------------|-------------------------|
+| **Job Family** | **Number of Questions** |
+| AI & ML | 358 |
+| Cloud | 768 |
+| Cybersecurity | 289 |
+| Data Engineering | 370 |
+| Data Science & Analytics | 428 |
+| Mobile | 137 |
+| Quality Assurance | 288 |
+| Software Engineering | 2884 |
+| Web Development | 1127 |
+
+In the second quarter, HackerRank introduced 34 new hands-on projects targeting technologies such as AWS, Linux, Git, Node.js, and Spring Boot. Additionally, 162 new coding and database assessments were added, covering skills in SQL, Python, PHP, REST API, and various programming languages. The platform also launched 318 new multiple-choice questions in Hardware, iOS, Security, and Cloud domains. To ensure the integrity of the content library, over 2,000 URLs with leaked questions were removed through a DMCA takedown process.
+
+## **Admin**
+
+### **Flexible User Roles - GA rollout and added entitlements**
+
+Admins can now give each user the right level of access based on their organization's specific needs. You have up to 30 entitlements at the user role or individual user level, enabling you to customize their experience within their HackerRank account. This includes new entitlements like "Create Questions", "Edit Questions", and "View Test Report for Interviewers." This feature, previously opt-in, is now enabled for all users.
+
+
+
+**Note**: This is a gradual rollout beginning July 24th. It could take up to 2 weeks to appear in your account. If you'd like to expedite your access, please contact HackerRank support.
+
+Learn more here[📄 Flexible User Roles](/articles/3929488044)
+
+\
+
+### **Teams management improvements**
+
+Admins can now see the number of utilized user roles within a team, helping them track their allocated limit. Additionally, they can sort and filter the user list without resetting it, select users across multiple pages for bulk actions(lock, unlock, export), and choose all users from a filtered list. These new features enhance usability and streamline the management of large groups, improving workflow efficiency.
+
+
+
+Learn more here[📄 Teams Management](/articles/1508181842)
+
+\
+
+## **Engage**
+
+### **New Templates in Custom Sections**
+
+Engage now provides the capability to add custom sections in a grid format through new grid templates. With this, users can create custom sections that can make their microsite standout from their peers.
+
+We have introduced 4 grid templates as below:
+
+
+
+1. A grid of videos or images that allows users to create custom sections to share additional information about their employees or their company.
+
+
+
+1. A grid of images with title and subtitle that allows users to create custom sections to share information about their leadership team or team members.
+
+
+
+1. A text-only grid with title and subtitle that allows users to create custom sections to share any important details that need to stand out.
+
+
+
+1. A title and image layout that allows users to showcase their prominent event banners.
+
+
+
+Learn more here[📄 Setting up the Event Microsite](/articles/3958121708)
+
+\
+
+## **SkillUp**
+
+### **User Management Enhancements**
+
+You can now manage upskilling efforts for your teams on SkillUp, with the ability to administer the product and gather rich insights, empowering organizations to better structure their user management.
+
+Admins can assign the manager role to any user, providing greater flexibility and control, while managers' access is limited to their team members and their reports, ensuring data security and focused oversight.
+
+
+
+### **Manager Dashboards**
+
+To further empower managers, we have launched manager dashboards to facilitate team growth and development.
+
+Key features include the ability for managers to assign customized upskilling paths, helping developers earn new skill badges and prepare for future roles. The dashboards also allow data exports for further analysis and reporting, giving you insights on your talent directory, upskilling progress, and certifications.
+
+
+
+### **New Role Certifications and Skill Badges**
+
+We are launching 10 additional role certifications and 5 additional skill badges in SkillUp. These new additions are designed to help developers get future-ready for more roles and learn new skills in a hands-on way.
+
+**New Role Certifications available for: **
+
+- **Front-End roles:** Front-End Developer (React), Sr. Front-End Developer (React)
+
+- **Back-End roles:** Back-End Developer (Node.js), Sr. Back-End Developer, (Node.js), Back-End Developer (Django), Sr. Back-End Developer (Django)
+
+- **Full Stack roles**: Full sack Engineer (React & Node.js), Sr. Full Stack Engineer (React & Node.js), Full Stack Engineer (Angular & Node.js), Sr. Full Stack Engineer (Angular & Node.js
+
+**New Skill Badges available for:**
+
+- React, Node.js, Go, Ansible, Dynamo DB
+
+Learn more here[📄 HackerRank SkillUp](/articles/4624433684)
+
+\
diff --git a/hackerrank/general-help/release-notes/5026442259-what%27s-new-on-hackerrank-.md b/hackerrank/general-help/release-notes/5026442259-what%27s-new-on-hackerrank-.md
new file mode 100644
index 0000000000000000000000000000000000000000..171e1759a977626a47aaa6b6408de07475b45b6f
--- /dev/null
+++ b/hackerrank/general-help/release-notes/5026442259-what%27s-new-on-hackerrank-.md
@@ -0,0 +1,23 @@
+---
+title: "What's New on HackerRank"
+title_slug: "whats-new-on-hackerrank"
+source_url: "https://support.hackerrank.com/articles/5026442259-what%27s-new-on-hackerrank-"
+article_slug: "5026442259-what%27s-new-on-hackerrank-"
+last_updated_exact: "Jan 23, 2025, 11:00 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# What's New on HackerRank
+
+_Last updated: Jan 23, 2025, 11:00 AM (Last updated 1 year ago)_
+
+This page contains our latest product updates. Please visit it for information on new features, bug fixes, and other changes to improve your experience.
+
+- [What's New](https://www.hackerrank.com/whats-new/)
+
+
+
+\
diff --git a/hackerrank/general-help/release-notes/5686123513-april-2025-release-notes.md b/hackerrank/general-help/release-notes/5686123513-april-2025-release-notes.md
new file mode 100644
index 0000000000000000000000000000000000000000..2f8270c01b728e7176b33b9dac681259e3d6792d
--- /dev/null
+++ b/hackerrank/general-help/release-notes/5686123513-april-2025-release-notes.md
@@ -0,0 +1,464 @@
+---
+title: "April 2025 Release Notes"
+title_slug: "april-2025-release-notes"
+source_url: "https://support.hackerrank.com/articles/5686123513-april-2025-release-notes"
+article_slug: "5686123513-april-2025-release-notes"
+last_updated_exact: "May 2, 2025, 9:23 PM"
+last_updated_relative: "Last updated 12 months ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# April 2025 Release Notes
+
+_Last updated: May 2, 2025, 9:23 PM (Last updated 12 months ago)_
+
+We’re excited to share the latest updates from HackerRank’s April product release!
+
+AI is now at the heart of how software is built—and this release helps you harness it to hire and upskill the next generation of developers. The AI Interviewer captures signals beyond just code correctness, like thought process and judgment, which are critical in the AI-first world, while Proctor Mode brings greater integrity to assessments by ensuring they play by the rules.
+
+With Engage, you can reconnect with past candidates and launch targeted campaigns to quickly build your pipeline. SkillUp streamlines developer growth with structured learning paths, guided by an AI Tutor. And with added support for cutting-edge tech like RAG and iOS, you’re ready to assess for skills that are shaping the future.
+
+These updates will go live by April 23rd. [Join our customer webinar](https://webflow.hackerrank.com/webinars/april-release-2025) on April 22nd to learn more.
+
+## **Skills Platform**
+
+### **Retrieval-Augmented Generation (RAG)**
+
+LLMs are powerful, but only when responses are grounded in the right context. Retrieval-Augmented Generation (RAG) is key to building context-aware AI applications like chatbots and personalized support tools.
+
+You now have access to Library questions to help you identify developers with real-world RAG skills. These run in a native VSCode IDE and include built-in data sources for evaluation. You can also create your own RAG questions using the same setup to match your specific needs.
+
+
+
+For more information, see [Creating a RAG (Retrieval Augmented Generation) Question](https://support.hackerrank.com/articles/7355446816-creating-a-rag-retrieval-augmented-generation-question)**,** [Retrieval-Augmented Generation (RAG) Question](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402921107091-Taking-Front-end-Back-end-Full-stack-and-Mobile-Developer-Assessments#retrievalaugmented-generation-rag-question).
+
+### **iOS Assessments (Limited Availability in Tests and Interviews)**
+
+Evaluate iOS developers in a realistic coding environment with a built-in emulator, multi-file support, and a VS Code IDE featuring Swift syntax highlighting and autocompletion.
+
+Candidates can preview their apps in a real time emulator, so you can assess both functionality and UI. These assessments support key frameworks like SwiftUI and reflect real-world iOS development.
+
+iOS assessments are currently in limited availability with ready-to-use Library questions. To get access, contact your account manager or email [support@hackerrank.com](mailto:support@hackerrank.com).
+
+
+
+For more information, see [Using HackerRank IDE](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402921107091-Taking-Front-end-Back-end-Full-stack-and-Mobile-Developer-Assessments#using-the-hackerrank-ide).
+
+### **QA Skills: Cucumber and Cypress **
+
+You can now assess QA and test automation skills in Cucumber for Behavior-driven development(BDD) testing and Cypress for front-end automation. Candidates can write and run tests directly in the platform, with support for scenario-level execution and automatic scoring.
+
+
+
+For more informaion, see [Execution Environment](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402913877523-Execution-Environment).
+
+### **Code Quality Grading (Limited Availability in Tests)**
+
+Correctness is just a small part of writing production-ready code. Maintainability, efficiency, and clarity further demonstrate a developer’s expertise. Code Quality Grading helps you assess these qualities with detailed reviewer comments that highlight strengths and areas for improvement.
+
+Code Quality Grading is currently in limited availability for **React** and **Coding** questions. Reach out to your account manager or [support@hackerrank.com](mailto:support@hackerrank.com) for more information.
+
+
+
+### **Library Improvements**
+
+#### Natural Language Search
+
+Natural Language Search makes finding the right questions in the Library faster and more intuitive. Just type what you’re looking for - like “Evaluate Python skills with tuples, data frames, and numpy” - and get relevant results instantly.
+
+
+
+#### Content Additions
+
+The HackerRank Library is regularly updated with new challenges, enabling you to assess candidates across a wide range of technical skills.
+
+**New Content**
+
+- Coding + Database Tasks: 160 coding challenges designed to assess practical programming skills and algorithmic thinking.
+
+- Projects: 90 projects that simulate real-world scenarios, enabling candidates to demonstrate their ability to manage and execute complex tasks.
+
+- Content additions across the following high-demand job families:
+
+ 
+
+#### Content Quality Upgrades
+
+Clear, well-structured questions help you fairly and accurately evaluate candidates’ skills and potential. The HackerRank library continues to evolve to support better comprehension and more effective skill assessment.
+
+**Project questions:** Project questions now go through weekly sanity checks that simulate the full candidate experience - from logging in and launching the IDE to building the project, running tests, and verifying previews.
+
+Over 880 full-stack, frontend, backend, and mobile questions have been reviewed and improved, including optimizations that reduce package installation times and minimize timeout issues. These checks ensure reliable performance and quality for a smooth candidate experience.
+
+## **Developer Experience**
+
+### **DevOps Assessment Improvements**
+
+Candidates can now expect a smoother, more reliable DevOps assessment experience, enabling more accurate evaluation of skills such as infrastructure management and system optimization.
+
+- **Seamless recovery with reset options:** The introduction of reset functionality in DevOps questions allows candidates to start fresh without disrupting their environment to reduce stress and enable them to quickly recover from errors, maintaining their momentum during assessments.
+
+ 
+
+- **Enhanced scalability:** The platform now supports up to 150 logins per minute (up from 20) and handles up to 1,200 concurrent sessions, so high-volume hiring events and assessments run smoothly without delays.
+
+For more information, see [Answer DevOps Questions](https://candidatesupport.hackerrank.com/hc/en-us/articles/9065134088723-Answer-DevOps-Questions).
+
+### **New Candidate Site: Coding, MCQ and Database Questions**
+
+In response to candidate feedback, the candidate test-taking experience has been redesigned with a cleaner UI, improved layout controls, and a more straightforward onboarding flow.
+
+- **Modern UI**: The interface has been updated for coding, database, and multiple-choice questions. Question names now appear clearly in the sidebar, replacing generic labels like “Question 1.” The “Submit” button has been renamed to “Save and Proceed” to avoid giving candidates the impression that their answers are final.
+
+- **Flexible layouts**: Candidates can expand or collapse the code editor, move panels horizontally for better test case comparison, and toggle settings like autocomplete or syntax highlighting. These changes provide more control over the test environment and help candidates focus.
+
+- **Simplified onboarding**: The test starts with a clear three-step flow—view instructions, enter basic details, and review integrity guidelines. Candidates also have the option to take a sample test before beginning.
+
+- **Improved test execution**: Candidates can now run a single test case instead of executing all at once, making it easier to debug and iterate and saving valuable time during assessments.
+
+These enhancements aim to reduce friction and improve focus without adding complexity. The updated experience will be rolled out in phases starting April 23, with full availability expected by the end of May. It will be available for all tests that include Coding, MCQ, and Database questions, or any combination of these. Tests with other question types will continue on the existing test-taking platform.
+
+
+
+For more information, see [Answer Coding Questions](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402921045267-Answer-Coding-Questions), [Answer Database Programming Questions](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402921116179-Answer-Database-Programming-Questions#new-experience), [Answer Multiple-Choice Questions](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402921055379-Answer-Multiple-Choice-Questions).
+
+#### Red Hat Java LSP and Higher CPU for Java
+
+Java Project questions now run on the most popular Red Hat-powered Java LSP, delivering improved code autocomplete and diagnostics. We’ve also doubled the CPU allocation for the virtual machine, ensuring faster performance and a smoother candidate experience.
+
+### **Platform Upgrades**
+
+Updated programming languages, and diagnostic tools like LSPs help candidates navigate tests and interviews with greater efficiency. This upgrade includes the following improvements, ensuring your assessment environment reflects the latest industry standards:
+
+- **Data Science R (4.4.2):** For data science questions, the R language environment has been updated to version 4.4.2 to support the latest packages and libraries.
+
+- **Swift 6.3.0:** The latest version of Swift is now supported for all coding questions.
+
+- **Golang LSP Support (v1.22.5):** We’ve added Language Server Protocol (LSP) support for Go, enabling smarter diagnostics and developer assistance.
+
+#### WebSocket Connectivity Check
+
+With a new WebSocket connectivity pre-check in place, candidates can enter assessments confidently, minimizing unexpected connection issues that might otherwise prevent the IDE from loading properly.
+
+
+
+## **Screen**
+
+### **Create a Test from a Job Description**
+
+You can now speed up test creation by using a job description directly in the process. In the Create Test workflow, simply select “Create Test with Job Description”, paste the job description for the role, and a test focused on the most essential skills will be generated for you.
+
+
+
+For more information, see [Creating a Test from a Job Description](https://support.hackerrank.com/articles/6547433891-creating-a-test-from-a-job-description).
+
+### **External Copy-Paste Prevention in Secure Mode**
+
+As an added layer of integrity to [Secure Mode](https://support.hackerrank.com/articles/1079706165-proctoring-hackerrank-tests#secure-mode-23) - which locks the assessment interface in full-screen mode - candidates will now be unable to copy-paste external text when taking Frontend, Backend, Fullstack, and Coding test questions with Secure Mode enabled. This prevents unauthorized content use, ensuring a fair assessment experience.
+
+This feature is **not** currently available for the following question types, but will be supported in the future: Subjective, Sentence Completion, DevOps, and Data Science.
+
+
+
+For more information, see [Secure Mode](https://support.hackerrank.com/articles/1079706165-proctoring-hackerrank-tests#secure-mode-23).
+
+### **Proctor Mode (Limited Availability in Tests)**
+
+Proctor Mode brings AI-powered integrity monitoring to your assessments. While Secure Mode restricts the test environment, Proctor Mode takes things further - offering the rigor of live proctoring without the bias or overhead. During the assessment, the Proctor sets clear expectations, monitors candidate activity in real time (including webcam tracking, tab-switch detection, and periodic screenshots), and delivers a detailed post-test integrity report with session replay, summarized violations, and actionable insights.
+
+Proctor Mode is currently available in limited availability. Reach out to your account manager or [support@hackerrank.com](mailto:support@hackerrank.com) for more information.
+
+
+
+For more information, see [Proctor Mode](https://support.hackerrank.com/articles/5663779659-proctor-mode).
+
+### **AI Interviewer (Limited Availability in Tests)**
+
+AI Interviewer simulates a real technical interview experience by engaging candidates in a dynamic, two-way conversation. It adapts in real time to how candidates think, code, and problem-solve, while continuously monitoring for integrity and providing deep post-interview insights.
+
+**Key Highlights:**
+
+- **Conversational interviews**: Candidates can clarify questions, receive contextual nudges, and explain their approach just like they would with a real interviewer.
+
+- **Progressive questioning**: The AI follows up with more complex variations based on the candidate’s performance, enabling deeper signal collection.
+
+- **Integrity monitoring**: Real-time detection of tab-switching, pasting, and other suspicious behaviors.
+
+- **Human-like summaries in report**: Automatically generated feedback on candidate performance, code quality, problem-solving depth, and behavioral patterns.
+
+- **Session replay**: Full playback of the interview with screen captures, webcam images and event timeline.
+
+**Supported Skills (Initial Launch):**
+
+- Problem Solving\
+ *Coming Soon: SQL, System Design, React — and more.*
+
+AI Interviewer is currently available in limited availability. Reach out to your account manager or [support@hackerrank.com](mailto:support@hackerrank.com) for more information.
+
+
+
+## **Interview**
+
+### **Observation Mode for Projects**
+
+Observation Mode now supports Frontend, Backend and Fullstack questions, enhancing the interview experience for both candidates and interviewers. This feature allows interviewers to follow along in real time as candidates engage with the IDE in a multi-file environment.
+
+
+
+For more information, see [Observation Mode in Interviews](https://support.hackerrank.com/articles/1263202297-observation-mode-in-interviews#front-end-back-end-full-stack-and-mobile-questions-8).
+
+### **Candidate Guidelines for Interviews**
+
+Interview guidelines now appear for all candidates at the start of their interview sessions, regardless of whether the Interview Integrity signals feature is enabled. These guidelines provide clear expectations and technical recommendations to help candidates optimize their setup and understand best practices before getting started.
+
+
+
+### **Ashby Integration for Interview Scheduling**
+
+Ashby ATS users can now automatically attach HackerRank Interview links when scheduling interviews. When scheduling an interview or creating a scheduled interview activity, simply toggle on the “Attach a HackerRank Interview” option in the Communications tab. The live interview link will be included in both candidate and interviewer invitations, allowing you to coordinate interviews without manual steps.
+
+**Note:** The Ashby user’s email must match an active HackerRank account to use this feature.
+
+### **Settings Update: Enforce Interview Integrity Signals at Company Level**
+
+Previously, enabling Interview Integrity Signals required toggles at both the company and individual interviewer levels. Now, visibility is controlled exclusively through company settings for a more streamlined configuration.
+
+The secondary, interviewer-level toggle has been deprecated, giving company admins full control to enforce organizational standards for monitoring suspicious activity during live interviews.
+
+
+
+For more information, see [Interview Integrity Signals](https://support.hackerrank.com/articles/9059560249-introduction-to-hackerrank-interviews#interview-integrity-signals-30).
+
+## **Data and Insights**
+
+### **Custom Reports**
+
+Custom Reports offer a powerful new way to access, analyze, and share your HackerRank data on demand. This feature gives you full control to build tailored reports across key data objects.
+
+Select the required fields from the following functional areas to build your reports:
+
+- Tests
+
+- Test Invites and Attempts
+
+- Test Question Attempts
+
+- Questions
+
+- Users
+
+- Interviews
+
+You can merge data from multiple entities, apply filters, preview results in real time, and export the report as an Excel file. Saved reports are accessible to all admins and can be duplicated or shared via email for easy collaboration.
+
+Custom Reports are available to company admin users with access to the Insights tab.
+
+
+
+For more information, see[](https://support.hackerrank.com/articles/1508181842-teams-management#export-user-data-26)[Create Custom Reports](https://support.hackerrank.com/articles/7355624862-create-custom-reports).
+
+## **Admin**
+
+### **New User Entitlements **
+
+You now have access to a host of new entitlements that help you fine-tune user permissions and ensure the right level of access to match your internal policies—all while keeping candidate and assessment data secure.
+
+You’ll find these new entitlements in Teams Management under the User Roles tab, as well as in individual user entitlements within the Users tab.
+
+#### Test Editing and Settings
+
+Company admins can now further fine-tune access using new entitlements that control specific actions in the test creation and management process. The following new entitlements allow you to define what recruiters and other roles can or cannot do:
+
+- **Clone Test:** Allow recruiters to duplicate a base test for consistency across assessments.
+
+- **Delete Test:** Prevent recruiters and other roles from deleting tests.
+
+- **Delete Candidate:** Control who can delete candidate data from the system.
+
+- **Test Settings:** Restrict access to modify test-level settings for users who did not create the test.
+
+- **Test Settings \> Test Access:** Limit the ability to create public test links or update test expiration settings.
+
+
+
+#### Adding Questions Outside of Interview Templates
+
+To ensure a consistent and standardized interview experience, Company Admins can now control whether users can add questions outside the assigned interview template. When the 'Add and Remove Questions Outside Assigned Template’ setting is toggled off, interviewers will not be able to deviate from the questions provided.
+
+**Prerequisite:** To enable this entitlement, the “Conduct Interviews” entitlement must first be enabled.
+
+
+
+For more information, see [Flexible User Roles](https://support.hackerrank.com/articles/3929488044-flexible-user-roles).
+
+#### Bulk Exports
+
+Company admins will now see a new entitlement called “Allow Bulk Exports” under User Roles and the Entitlements tab under each user in Teams Management. The entitlement determines whether the user has access to the following exports:
+
+- Test export
+
+- Test candidate attempt export
+
+- User export
+
+- Interviews export
+
+- My Library export
+
+- “Export all data” under insights (candidate export - available for Company Admin roles only)
+
+**Prerequisite:** To perform an export, a user must have this entitlement enabled **and** have the necessary base entitlements for the relevant functional areas or access to the specific object. For example, exporting the “My Company” library requires the "View Question Library" entitlement.
+
+For more information, see[Allow Bulk Exports](https://support.hackerrank.com/articles/1508181842-teams-management#export-user-data-26).
+
+
+
+## **SkillUp**
+
+### **New Learn Experience**
+
+SkillUp has expanded beyond assessments to better support skill development with a more comprehensive learning experience. Earlier versions emphasized hands-on coding assessments with practice questions, timed badges, and certifications. The latest update builds on that foundation by introducing new features designed to help developers actively grow their skills, like learning experiences within the coding environment and an embedded IDE. This shift is rolling out in phases, with a growing number of skills already available in this new format and more planned over the coming quarters.
+
+
+
+- **Structured learning paths:** Each path is now organized into concept-driven modules that teach theory, walk through examples, and end with a challenge to reinforce understanding through practice.
+
+- **Built in AI-tutor**: The new SkillUp AI Tutor provides in-the-moment support within the IDE, helping developers understand concepts, troubleshoot code, and think through real-world problems.
+
+- **Real-world challenges**: SkillUp now blends foundational exercises with practical, real-world coding tasks to show how each concept is applied in context.
+
+- **Flexible pacing**: Developers can now complete SkillUp badging challenges on their own schedule, without timers or enforced cooldown periods.
+
+- **In-context resources:** All learning resources are now directly embedded into the IDE to help reduce context-switching and maintain focus.
+
+- **Badges earned through learning:** Developers no longer need to pass a separate test to earn a badge. Simply complete the SkillUp learning track to unlock a badge automatically.
+
+For more information, see [Get Started with Learn](https://support.hackerrank.com/articles/6047728972-get-started-with-learn).
+
+### **New Certify Experience**
+
+The new SkillUp “Certify” experience provides a structured, supportive journey toward certification, making it easier for developers to go from learning a skill to certifying for a multi-skill role with confidence. This approach helps developers prepare more effectively while giving managers greater confidence in the skills being validated.
+
+
+
+- **Extensive practice before certification**: Developers no longer need to earn badges to unlock a certification. Instead, they're guided through a set of bite-sized practice challenges, designed to teach and reinforce the skills needed to succeed on the certification.
+
+- **AI tutor support in every practice challenge**: As with the Learn experience, SkillUp’s AI tutor is available throughout the Certify track. It helps reason through problems, break down concepts, and learn in context.
+
+- **Untimed practice challenges:** All practice exercises leading up to the certification are untimed, giving developers the freedom to explore solutions, test ideas, and build muscle memory without time constraints. Only the final certification remains time-bound.
+
+For more information, see [Get Started with Certify](https://support.hackerrank.com/articles/2960935422-get-started-with-certify).
+
+### **Overview Dashboard Enhancements**
+
+The updated Overview page provides administrators with a view of upskilling activity across their organization. Designed to support decision-making and progress tracking, the new experience brings clarity to developer engagement and certification outcomes.
+
+- **Funnel view of developer progression**: Funnel data at the top tracks how developers move from invitation to activation, engagement, and certification. This makes it easier to identify where developers are progressing, and where they may need additional support.
+
+- **Time-based filtering for better visibility**: A new date filter in the top-right corner allows for quick toggling between key ranges such as last week, last month, or last quarter. This helps surface trends over time and enables snapshot reporting across different time windows.
+
+- **Downloadable data for deeper analysis**: An export button allows administrators to download their dashboard view, supporting exploratory analysis or integration with other reporting workflows.
+
+- **Updated charts and trends**: Improved visualizations highlight onboarding and certification trends over time, with clean charts that reveal patterns in adoption and outcomes.
+
+
+
+For more information, see [Track Developer Progress Using Overview Dashboard](https://support.hackerrank.com/articles/5272020175-track-developer-progress-using-overview-dashboard).
+
+## **Engage**
+
+### **Build Your Pipeline in Engage**
+
+You can now build your candidate pipeline in Engage using three sources:
+
+- Past candidates from your HackerRank for Work assessments
+
+- HackerRank’s candidate database
+
+- Your promoted microsite on the HackerRank Community
+
+#### Rediscover Past Candidates from HackerRank
+
+The new Cohorts tab lets you rediscover candidates from tests created or attempted in the last 90 days. These cohorts are auto-generated and easy to filter by skills, experience level, and match %. Candidates who have scored \<75% , candidates with suspicious activity and those in a campaign are excluded by default (you will see an ‘In Campaign’ badge against candidate names if they are already part of a campaign).
+
+Once you’ve selected candidates, click ‘Create Campaign’ and select a relevant campaign to re-engage them. Once the campaign is created, all your past candidates will appear in the Candidates tab with the source marked as ‘HackerRank Test’.
+
+
+
+You can also access these cohorts from your HackerRank for Work homepage via the new Rediscover Candidates button.
+
+
+
+For more information, see [Source and Manage Candidates for Campaign](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#rediscover-past-candidates-2).
+
+#### Find Candidates from HackerRank’s Database of Candidates
+
+You can now enhance your candidate pipeline by adding candidates from HackerRank’s database to any existing campaign. Go to the Candidates tab of a campaign and click ‘Add Candidates’, then choose ‘Find New Candidates’ to launch the candidate assistant.
+
+The assistant will ask for basic details like skills and location, and show a set of 5 sample candidates. Share feedback to help refine the search. If none of the initial profiles are a fit, you’ll see up to 3 improved rounds of suggestions. Once you're happy with the profiles, you’ll provide final feedback before viewing the full list of candidates to choose from.
+
+Review the suggested profiles, use filters like ‘Match %’ to select relevant candidates and save them to your campaign. These candidates will appear in the list with the source marked as ‘HackerRank Database’.
+
+
+
+For more information, see [Source and Manage Candidates for Campaign](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#find-candidates-from-hackerrank-s-candidate-database-14).
+
+#### Run Promotions in HackerRank Community
+
+You can now boost visibility and attract candidates to your campaigns by promoting them on HackerRank’s 26-million-strong community.
+
+Set up your promotions under the ‘Outreach’ tab of a campaign by providing key details like title, description and target audience and background colour. Then you can either save it to drafts or publish it. Once published, your promotions are reviewed and published to the community in the next 7 days.
+
+
+
+For more information, see [Source and Manage Candidates for Campaign](https://support.hackerrank.com/articles/7392770596-getting-candidates-for-your-event#promote-campaign-on-the-hackerrank-community-19).
+
+### **New Campaign Type: Feature a Job Opportunity**
+
+A new "Feature a Job Opportunity" campaign type in Engage allows you to build up your candidate pipeline for your active roles. A new Campaigns tab has been added to view and manage all campaigns in one place.
+
+Simply identify the target audience and select “Feature a job opportunity”, and the Engage Assistant generates a microsite, emails, and potential candidates. You can further customize the microsite and emails, and source candidates just as with a coding challenge campaign. This campaign type also features a unique microsite layout with a dedicated ‘About the Job’ section to highlight role responsibilities, qualifications, and an application link. The microsite is also published on the Homepage and Prepare pages of the HackerRank Community.
+
+
+
+For more information, see [Create a Campaign](https://support.hackerrank.com/articles/7549509598-create-an-event), [Set Up a Microsite](https://support.hackerrank.com/articles/3958121708-setting-up-the-event-microsite), [Set Up Emails](https://support.hackerrank.com/articles/9707768362-set-up-the-promotional-emails-or-campaigns), [Set Up a Challenge](https://support.hackerrank.com/articles/7640208607-set-up-the-event-challenge), [View Event Statistics](https://support.hackerrank.com/articles/5336874519-view-event-stats).
+
+## **Developer Community**
+
+### **Mock Interviews**
+
+AI-powered mock interviews are now generally available to all developers on the HackerRank Community. These sessions simulate real technical interviews and include several new enhancements:
+
+- **Speech-to-Text Mode**: Developers can practice answering questions naturally using their voice, with real-time transcription.
+
+- **Improved Mock Interviewer**: The upgraded model provides more realistic and relevant feedback, closely aligned with real interview expectations.
+
+- **Enhanced Feedback Experience**: Clickable prompts during the feedback phase make it easier for developers to review and follow up.
+
+- **Global Payment Support**: Mock interview attempts can now be purchased via Razorpay or Stripe, with support for developers in all regions.
+
+- **New Interview Type – Backend (Node.js)**: A new session focused on backend interviews using Node.js is now available, alongside existing options in Problem Solving, Frontend (React), and System Design.
+
+With over 22,000 mock interviews completed, more developers are gaining realistic practice and building confidence for real-world interviews.
+
+
+
+### **Support for Workable on QuickApply**
+
+The QuickApply Chrome extension now supports autofill on Workable-powered job applications, expanding its integration to six major applicant tracking systems: Avature, Greenhouse, Oracle, SmartRecruiter, Workable, and Workday.
+
+------------------------------------------------------------------------
+
+Thank you for supporting our mission to change the world to value skills over pedigree. Your feedback continues to drive our innovations forward. If you have questions or need assistance, email [support@hackerrank.com](mailto:support@hackerrank.com) or contact your account manager.
+
+\
+
+\
+
+\
+
+\
+
+\
diff --git a/hackerrank/general-help/release-notes/8074371720-january-2025-release-notes.md b/hackerrank/general-help/release-notes/8074371720-january-2025-release-notes.md
new file mode 100644
index 0000000000000000000000000000000000000000..441a6d24ce1b2143e7bb84680b4ff3f292a6871f
--- /dev/null
+++ b/hackerrank/general-help/release-notes/8074371720-january-2025-release-notes.md
@@ -0,0 +1,354 @@
+---
+title: "January 2025 Release Notes"
+title_slug: "january-2025-release-notes"
+source_url: "https://support.hackerrank.com/articles/8074371720-january-2025-release-notes"
+article_slug: "8074371720-january-2025-release-notes"
+last_updated_exact: "Oct 8, 2025, 3:42 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# January 2025 Release Notes
+
+_Last updated: Oct 8, 2025, 3:42 PM (Last updated 7 months ago)_
+
+We’re excited to share the latest updates from HackerRank’s January 2025 product release!
+
+Highlights include new Prompt Engineering and Code Repository question types - designed to simulate day-to-day developer tasks and bring authenticity to skill evaluations. Developers benefit from upgrades like the enhanced Monaco editor and a new Run Test interface. Preventive features such as Secure Mode, along with live interview integrity signals, provide greater confidence in the fairness and security of your assessments.
+
+To walk through the updates, check out our [customer webinar](https://hackerrank.northpass.com/app/courses/3e1c58b9-08ad-4f28-8a98-8e49c46a95fe) [recording](https://hackerrank.northpass.com/auth/auth_url_email/login)**.**
+
+## **Skills Platform**
+
+### **Prompt Engineering Questions (Available for Tests)**
+
+AI is transforming software engineering, making prompt engineering a critical skill for developers. With this release, you can now evaluate a candidate’s ability to create effective AI prompts through our new prompt engineering questions. This ensures you’re identifying talent ready to excel in a future that is human + AI. New enhancements include:
+
+- Seven new prompt engineering questions added to the library.
+
+- Ability to evaluate proficiency in building effective prompts with automated
+
+
+
+Refer to [Assessing Candidates on Prompt Engineering Skills](https://support.hackerrank.com/articles/1231590424-assessing-candidates-on-prompt-engineering-skills) for more details.
+
+### **Retrieval Augmented Generation Questions (Limited Availability for Tests)**
+
+As developers increasingly use Large Language Models to create context-aware solutions, RAG expertise has become critical. With this skill launch, candidates can now be assessed on key capabilities, such as retrieving and utilizing relevant information to build personalized AI solutions like support bots.
+
+This feature is currently available on a limited basis. Please reach out to your account manager if you are interested in gaining access.
+
+
+
+### **Code Repository Questions (Available for Interviews)**
+
+Developers work with code repositories daily, tackling tasks like rearchitecting systems, fixing bugs, and adding features. Our new Code Repositories question type in the Interview product lets you evaluate candidates in real-world scenarios like these. With 6 pre-built repositories and 110 tasks, this feature mirrors a developer’s day-to-day work, giving you greater confidence in hiring decisions.
+
+If you would like to upload your own code repositories, we are working on bringing the functionality natively. In the meantime, you can email [support@hackerrank.com,](mailto:support@hackerrank.com) and we would love to help!
+
+
+
+Refer to [The Next-Generation of Hiring: Interview Features](https://support.hackerrank.com/articles/5377881818-the-next-generation-of-hiring%3A-interview-features#code-repositories-in-interviews-3) for more details.
+
+### **Code Quality Grading (Limited Availability)**
+
+Code quality is as important as code correctness, reflecting a candidate's ability to write maintainable, efficient, and scalable code. With the new Code Quality grading and detailed comments, you can evaluate candidates on these critical dimensions, gaining deeper insights into their strengths and areas for growth. This helps you identify and hire candidates who can contribute high-quality code.
+
+This feature is currently available on a limited basis. Please reach out to your account manager if you are interested in gaining access.
+
+
+
+## **Other Library Additions**
+
+The [HackerRank Library](https://www.hackerrank.com/work/library) is regularly updated with new challenges, enabling you to assess candidates across a wide range of technical skills.
+
+### **New Content**
+
+- Coding + Database Tasks: 149 coding challenges designed to assess practical programming skills and algorithmic thinking.
+
+- Projects: 65 projects that simulate real-world scenarios, enabling candidates to demonstrate their ability to manage and execute complex tasks.
+
+### **Updated Job Families**
+
+The latest content enhancements focus on the following key job families to ensure comprehensive and relevant assessments:
+
+- Software Engineering
+
+- Web Development
+
+- Cloud
+
+- Cybersecurity
+
+- AI/ML
+
+- Quality Assurance
+
+### **Content Quality Improvements**
+
+Clear and precise questions help you effectively evaluate candidates' skills and potential. HackerRank is dedicated to continuously improving library content to improve candidate comprehension. As a starting point, 60 existing questions have been enhanced using AI to improve clarity, precision, and readability. All new questions will undergo a rigorous review process to maintain this standard. Over the next few releases, you can look forward to further refinements to the question library, ensuring it maintains this quality level.
+
+Here’s an example of a question that’s been improved for better comprehension:
+
+
+
+Visit the [Teams Management](https://support.hackerrank.com/hc/en-us/articles/22181635545875-Teams-Management) article to learn more.
+
+### Improved Sharing Controls for Tests and Questions
+
+Previously, tests and questions could be accessed by all the teams across the company automatically. With the new explicit (manual) sharing controls, administrators will have the opportunity to disable the old method for sharing tests and questions.
+
+Currently, when a user creates a test or a question, the resource is shared automatically with all users in teams the creator is a part of. Earlier this year, we introduced a new sharing system that allows owners/creators of a test, question, and interview template to specifically choose which users, teams, or if they would like everyone, to grant access to those resources with different permissions levels.
+
+\
+This new feature will disable the automated team based access and allow for greater controls on access to individual resources. This is a one way option, if you enable this feature, you will not be able to re-enable team based sharing. If you activate this feature, then all newly created tests, questions, or interview templates that are created will only be available to the creator and company admins unless shared to others.
+
+Visit the [Disabling Implicit Sharing](https://support.hackerrank.com/hc/en-us/articles/22181705964179-Disabling-Implicit-Sharing) article to learn more.
+
+## Integrations
+
+### Logs for ATS Integrations
+
+You will soon have the ability to view a record of integration activity between HackerRank and your ATS in the HackerRank platform. You will be able to get log results for a custom date range for any ATS integrated with your HackerRank instance and download a PDF report.
+
+For instance, if you want to see why something might not have synced correctly with your ATS from HackerRank, you can view a detailed log of the error with a timestamp and summary.
+
+To access integration logs, you will click on your profile in the top right corner, click settings, and then click integrations in the left panel.
+
+
+
+Visit the [Integration Logs](https://support.hackerrank.com/hc/en-us/articles/21774549534867-Integration-Logs) article to learn more.
+
+### Enhanced Integration With iCIMS
+
+The iCIMS integration with HackerRank has been revamped with improved performance and greater functionality. For example, if you want to assign HackerRank tests and receive results without leaving your ATS, you can do so within iCIMS. This enhanced functionality enables you to do more without having to switch between HackerRank and iCIMS.
+
+Visit the [iCIMS - HackerRank Integration Guide](https://support.hackerrank.com/hc/en-us/articles/11720157490835-iCIMS-HackerRank-Integration-Guide) to learn more.
+
+## Reporting
+
+### Improved Filters for Candidate List and New Summary Reports
+
+You will be able to better refine candidate search results with the help of optimized filters. Plus, you will have the ability to apply custom filters to better sort through candidates and find the right candidate for your roles.
+
+In addition, the summary reports page has been revamped with a new layout that shows the performance of the candidate along with that candidate’s activity during the attempt.
+
+For instance, if you want to create a list of candidates that showed signs of plagiarism, like copy-paste events, or that performed well, like scoring high on a specific skill, you can do so with these new filters.
+
+If you want to view how a candidate performed on each question and also view whether they displayed signs of plagiarism for those questions, you can do that from the new summary reports page.
+
+Visit the [Summary Reports](https://support.hackerrank.com/hc/en-us/articles/4408913281427-Viewing-a-Candidate-s-Test-Summary-Report) article to learn more.
+
+
+
+\
diff --git a/hackerrank/general-help/release-notes/9911032760-april-2024-release-notes.md b/hackerrank/general-help/release-notes/9911032760-april-2024-release-notes.md
new file mode 100644
index 0000000000000000000000000000000000000000..2e72c89cb0129bd603d3d3492d8e27e136154ea3
--- /dev/null
+++ b/hackerrank/general-help/release-notes/9911032760-april-2024-release-notes.md
@@ -0,0 +1,308 @@
+---
+title: "April 2024 Release Notes"
+title_slug: "april-2024-release-notes"
+source_url: "https://support.hackerrank.com/articles/9911032760-april-2024-release-notes"
+article_slug: "9911032760-april-2024-release-notes"
+last_updated_exact: "Jan 23, 2025, 12:41 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "General Help"
+ - "Release Notes"
+---
+
+# April 2024 Release Notes
+
+_Last updated: Jan 23, 2025, 12:41 AM (Last updated 1 year ago)_
+
+Prepare for an exciting leap forward with HackerRank's latest updates! Our committed team has been hard at work, delivering enhanced features and quick bug fixes to elevate your experience to new heights. Whether you're ready to push boundaries or need guidance through these enhancements, our stellar support team is here to assist you every step of the way. Just reach out to us at [support@hackerrank.com](mailto:support@hackerrank.com), and let the journey begin!
+
+## Screen
+
+### Enhanced Test Creation Process
+
+It’s now easier and faster for you to launch and maintain role-based assessments. With the new test creation experience, you can find and launch HackerRank’s recommended assessments in minutes, reduce the time you spend on test maintenance, and customize assessments to your unique needs.
+
+**What’s New? **
+
+- Find roles with our improved search experience
+
+- Replace leaked questions in a test with leakage-protected skill bundles
+
+- Customize sections with library questions and custom questions
+
+- Change your test’s duration
+
+- Reorder assessment sections
+
+
+
+Learn more here[📄 HackerRank Certified Assessments](/articles/1649328687)
+
+\
+
+### New Database Question Creation UI
+
+Assess candidates' database skills using improved database question creation workflow.
+
+**What's New?**
+
+- Ability to upload large CSV and schema files (up to 10MB)
+
+- Intuitive interface for creating database questions across MySQL, PostgreSQL, Oracle, MS SQL and DB2
+
+
+
+Learn more here[📄 Creating a Database Engineer Question](/articles/6782445147)
+
+\
+
+### New Additions to Centralized Test Settings
+
+Centralized test settings now allow you to set defaults for the following:
+
+- AI plagiarism detection
+
+- Image analysis
+
+- Email invitation subject line
+
+- Confirmation email content
+
+You now have the ability to enforce these default values across all tests in your account.
+
+
+
+Learn more here[📄 Centralized Test Settings](/articles/6271327319)
+
+\
+
+### Updates to Summary Reports
+
+The updated summary reports now offer enhanced readability and better responsiveness across all screen sizes.
+
+**What’s New? **
+
+- Proctoring images displayed with a player view, allowing you to expand and view each image individually.
+
+- Seek function within the player view for navigation through proctoring images.
+
+
+
+- Summary report can now be opened in a new tab.
+
+
+
+- Improved responsiveness of the summary report
+
+Learn more here[📄 Viewing a Candidate's Test Summary Report](/articles/8111267829)
+
+\
+
+### Get Notified about Blocked Domains on IDE
+
+Users will be notified proactively about blocked domains within the IDE environment. This feature provides clear identification of which domains need to be safelisted to ensure a seamless interaction with the IDE.
+
+**What’s New? **
+
+- Notifications for blocked domains encountered within the IDE across
+
+ - Screen
+
+ - Question Creation
+
+ - Reports
+
+- Clear identification of domains which need to be safelisted
+
+
+
+Learn more here[📄 Safelist / Whitelist URLs for HackerRank](/articles/6769658535)
+
+\
+
+### Network Indicator in IDE
+
+Network indicator in the IDE alerts users of sub-optimal network conditions, empowering them to swiftly resolve connectivity issues. This ensures uninterrupted experiences during assessment, interviews and creating questions.
+
+Learn more [here](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#network-indicator-41).
+
+**Network Indicator While Creating Questions**
+
+
+
+**Network Indicator In Screen**
+
+
+
+**Network Indicator in Reports**
+
+
+
+### Reset Code to Previous Version
+
+Elevate the candidate’s coding experience with the code reset option, empowering them to seamlessly revert to the initial state or navigate through different versions of their code.
+
+**What's New?**
+
+- Easy code restoration to the initial state or previous versions
+
+- Efficient error recovery by reverting to an earlier working state
+
+- Track code revisions, evaluate scores, and select the perfect version for your candidate's success.
+
+
+
+### Copy-Paste Tracking for Sentence Completion and Subjective Questions
+
+Monitor candidates' copy-pasting activities during assessments with our expanded copy-paste tracking capabilities.
+
+### Upgraded Bulk Upload Functionality for Multiple Choice and Sentence Completion Questions
+
+New bulk upload features improve the creation process for MCQs and Sentence completion questions.
+
+**What's New?**
+
+- Bulk upload Sentence Completion and MCQs in XLSX format
+
+- Ability to add images to Sentence Completion and MCQs using the XLSX format
+
+
+
+Learn more here[📄 How to Bulk Upload MCQ and Sentence Completion Questions](/articles/7581599973)
+
+\
+
+## Interviews
+
+### Protection of Candidate’s Information on Zoom
+
+HackerRank ensures data confidentiality by encrypting and securely masking PII (Personally Identifiable Information) transmitted to Zoom. Users can now opt to have Interviewer and Candidate names masked in the Zoom video recordings. The candidate’s name is displayed as “Candidate” and Interviewer name is displayed as ‘Interviewer.’ [Learn more](https://support.hackerrank.com/articles/5805684780-zoom---hackerrank-interview-integration#mask-information-on-zoom-recordings-16).
+
+**Note:** Interview recording is an opt-in feature. You can reach out to your account manager or HackerRank support (support@hackerrank.com) to enable it.
+
+### Compatibility Check for Interviews
+
+Conduct a system [compatibility check](https://www.hackerrank.com/compatibility), assessing audio/video permissions, internet strength, and other key parameters. This proactive measure ensures a smooth experience for interviewers and candidates alike, allowing you to focus on the interview itself without technical disruptions.
+
+
+
+Learn more [here](https://support.hackerrank.com/articles/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom#compatibility-check-for-tests-and-interviews-5).
+
+## Admin
+
+### Flexible User Roles
+
+This new capability allows admins to customize their user roles with entitlements suited to their organization's needs. Give each user the right level of access based on your organization's specific needs.
+
+**Note:** This is an opt in feature. You can reach out to your account manager or HackerRank support (support@hackerrank.com) to enable it.
+
+**What's New?**
+
+- Modify User Roles: Admins can adjust up to 30 entitlements at the user role level, which will adjust the capabilities of all users with that user role.
+
+
+
+- Modify Individual Users: Admins can adjust those same entitlements on specific users, to further customize the capabilities beyond their user role definition.
+
+
+
+Learn more here[📄 Flexible User Roles](/articles/3929488044)
+
+\
+
+## Integrations
+
+### Improved Experience for Integration Settings Page
+
+Manage and configure integrations with an improved user experience, focusing on usability and accessibility.
+
+The new changes include:
+
+- Active integrations displayed more visibly
+
+
+
+- Significantly reduced page load times
+
+- Logging for integration token generation and deletion
+
+
+
+To get a feel of the new Integrations page for Lever (as an example), see the [Lever Configuration guide](https://support.hackerrank.com/articles/7177093032-lever---hackerrank-tests-integration#obtaining-the-lever-api-key-from-hackerrank-for-work-7).
+
+## New Questions Added to the HackerRank Library
+
+| | | |
+|:--:|:--:|:--:|
+| **Job Family** | **Skills** | **Questions** |
+| AI & ML | Databricks, Large Language Models, Prompt Engineering | 20 |
+| Cloud | Datadog | 8 |
+| Cybersecurity | Information Security, Network Security, Offensive Security, Security Testing Tools | 102 |
+| Data Engineering | Apache Spark, Databricks | 30 |
+| Mobile | Android (Kotlin), iOS | 17 |
+| Software Engineering | Problem Solving, Python | 150 |
+| Web Development | JavaScript, React | 3 |
+
+## New Product: SkillUp
+
+SkillUp assists organizations to mobilize their internal talent and future proof their technical teams by upskilling them to be GenAI ready. SkillUp comprises two main portals: Employee Portal and Employer Portal.
+
+Learn more [here](https://support.hackerrank.com/articles/4624433684-hackerrank-skillup).
+
+**Employee Portal:**
+
+- Role Mastery Roadmap: Features competency radar for skill mapping and a curated Learning Plan for development.
+
+
+
+- Skills Directory: Catalogs 20 skills across various categories including AI & ML, Software Engineering, Cloud among others, with curated learning resources and AI support.
+
+
+
+- Roles Directory: Lists 19 roles across various categories including AI & ML, Software Engineering, Cloud among others, detailing pre-requisite skills, role readiness, and certifications.
+
+
+
+- Skill Profile: Allows developers to craft detailed bios, link professional profiles, and display skill badges and role certifications.
+
+
+
+- AI Assistant: Provides socratic tutoring for enhanced learning during practice assessments.
+
+
+
+**Employer Portal:**
+
+- Company Overview: A dashboard that outlines certified developer strength, upskilling trends and skills distribution across the organization.
+
+
+
+- Talent Directory: Filters and organizes developer talent by verified skills.
+
+- Assign Tasks: Aids in the assignment of role certifications and skill badges for developer growth.
+
+
+
+- Administrative Tools: Streamlines the process for inviting and onboarding new employees, with an emphasis on role-specific categorization.
+
+
+
+## New Product: Engage
+
+Engage helps you promote your tech brand to developers in the language they understand – coding events & hackathons. With its AI-driven technology, Engage enables organizations to:
+
+- Attract tech talent: Engage's AI co-pilot sets up event microsites to pull in registrations by highlighting your tech brand.
+
+
+
+- Host real-world challenges: Engage provides challenges that closely resemble the industry problems developers intend to solve.
+
+
+
+- Manage candidate relationships: Engage ensures that candidates are kept warm through meaningful and personalized engagements.
+
+
+
+To understand more about the Engage product, see the Engage support article:[📄 HackerRank Engage](/articles/6424218208)
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/1917106962-manage-account-faqs.md b/hackerrank/hackerrank_community/account-settings/manage-account/1917106962-manage-account-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..69b37b08752fabfced326610020869871274fd4a
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/1917106962-manage-account-faqs.md
@@ -0,0 +1,62 @@
+---
+title: "Manage Account FAQs Account sign-in Update or reset password Merge multiple HackerRank accounts Delete an account"
+title_slug: "manage-account-faqs-account-sign-in-update-or-reset-password-merge-multiple-hackerrank-accounts-delete-an-account"
+source_url: "https://help.hackerrank.com/articles/1917106962-manage-account-faqs"
+article_slug: "1917106962-manage-account-faqs"
+last_updated_exact: "Mar 12, 2026, 2:21 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Manage Account FAQs Account sign-in Update or reset password Merge multiple HackerRank accounts Delete an account
+
+_Last updated: Mar 12, 2026, 2:21 PM (Last updated 1 month ago)_
+
+# Account sign-in
+
+**What happens to Google Auth sign-in if my company email domain changes?**
+
+If your company changes its email domain, create a new HackerRank account using your new company email. Then, merge your existing account with the new one and set the new account as your primary login.
+
+# Update or reset password
+
+**How do I update my password if I sign up using a third-party sign-up method?**
+
+HackerRank does not store a separate password for your account if you sign up using a third-party provider such as Google or GitHub.\
+To update your password, change it in your Google or GitHub account settings.\
+If you cannot access your third-party account, contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) for assistance.
+
+**What should I do if I do not receive the activation email?**
+
+ If you do not receive the activation email:
+
+- Check your **Spam or Junk** folder.
+
+- Verify that you entered the correct email address during sign-up.
+
+If you still do not receive the email, contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) for assistance.
+
+# Merge multiple HackerRank accounts
+
+**Are certifications merged when I combine multiple accounts?**
+
+No. HackerRank does not merge certifications across accounts.
+
+# Delete an account
+
+**How do I delete an account created using Google or GitHub if I do not have a password?**
+
+HackerRank does not store a separate password for your account if you sign up using a third-party provider such as Google or GitHub.\
+If you cannot access your third-party account, contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) for assistance.
+
+**How do I delete an account created with incorrect credentials?**
+
+Contact HackerRank Support at [help@hackerrank.com](mailto:help@hackerrank.com) and request account deletion.
+
+**Can I recover my account after I delete it?**
+
+No. Once you delete an account, you cannot recover it.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/2403570133-update-or-reset-password.md b/hackerrank/hackerrank_community/account-settings/manage-account/2403570133-update-or-reset-password.md
new file mode 100644
index 0000000000000000000000000000000000000000..f1ce2875598df14dd4b3d709216e28dfa9250d7b
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/2403570133-update-or-reset-password.md
@@ -0,0 +1,55 @@
+---
+title: "Update or Reset Password"
+title_slug: "update-or-reset-password"
+source_url: "https://help.hackerrank.com/articles/2403570133-update-or-reset-password"
+article_slug: "2403570133-update-or-reset-password"
+last_updated_exact: "Apr 4, 2025, 11:30 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Update or Reset Password
+
+_Last updated: Apr 4, 2025, 11:30 AM (Last updated 1 year ago)_
+
+You can change your password at any time to keep your account secure. The password must be at least six characters long. Use a combination of letters, numbers, and special characters for added security.
+
+## Updating password
+
+To update a password:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Settings** from the drop-down menu.
+
+4. Click **Password** on the left pane.
+
+5. Enter your current password and new password, and retype your new password to confirm.
+
+ 
+
+6. Click **Change Password** to save the update.
+
+**Note**: If you forget your current password, use the **Forgot Password?** option on the login page to reset it.
+
+## Resetting password
+
+To reset a forgotten password:
+
+1. Go to the [HackerRank Community](https://www.hackerrank.com/auth/login) login page.
+
+2. Click **Forgot Password?** under the password field.
+
+3. Enter the email address or username associated with your account and select the verification checkbox.
+
+ 
+
+4. Click **Send Reset Link**.
+
+5. Check your email for a reset link from HackerRank. If you do not receive an email, check your spam folder or verify that you used the correct email or username.
+
+6. Follow the instructions in the reset email to create a new password.
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/2553429617-change-username.md b/hackerrank/hackerrank_community/account-settings/manage-account/2553429617-change-username.md
new file mode 100644
index 0000000000000000000000000000000000000000..666392dd0f819a9dd173ee1086fcbd9ed89418f8
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/2553429617-change-username.md
@@ -0,0 +1,43 @@
+---
+title: "Change Username"
+title_slug: "change-username"
+source_url: "https://help.hackerrank.com/articles/2553429617-change-username"
+article_slug: "2553429617-change-username"
+last_updated_exact: "Mar 24, 2025, 2:52 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Change Username
+
+_Last updated: Mar 24, 2025, 2:52 PM (Last updated 1 year ago)_
+
+You can change a HackerRank username up to two times. The username must be 5–16 characters long.
+
+## Changing username
+
+To change a username:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Settings** from the drop-down menu. The **Settings** page appears under the **Account** section.
+
+4. In the **Your Username** field, type the new username (5–16 characters).
+
+ 
+
+5. Click **Save Changes**.
+
+**Note**:
+
+- You can see how many username changes remain beneath your username.
+
+- After you change your username twice, you cannot change it again.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/4418407899-add-or-delete-email-addresses.md b/hackerrank/hackerrank_community/account-settings/manage-account/4418407899-add-or-delete-email-addresses.md
new file mode 100644
index 0000000000000000000000000000000000000000..641ea779d4c41182576a8b5b2a202626cdd517d4
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/4418407899-add-or-delete-email-addresses.md
@@ -0,0 +1,61 @@
+---
+title: "Add or Delete Email Addresses"
+title_slug: "add-or-delete-email-addresses"
+source_url: "https://help.hackerrank.com/articles/4418407899-add-or-delete-email-addresses"
+article_slug: "4418407899-add-or-delete-email-addresses"
+last_updated_exact: "Mar 24, 2025, 2:45 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Add or Delete Email Addresses
+
+_Last updated: Mar 24, 2025, 2:45 PM (Last updated 1 year ago)_
+
+You can add multiple email addresses to your HackerRank account and set or change your primary email address. Your primary email address is used to log in and receive communications from HackerRank.
+
+## Add a new email address
+
+To add a new email address:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using the credentials of the account you want to keep.
+
+2. Click the profile icon in the top-right corner
+
+3. Select **Settings** from the drop-down menu. The **Settings** page opens under the **Account** section.
+
+4. In the **Email Addresses** section, click **Add another email**.
+
+ 
+
+5. Enter the email address you want to add.
+
+6. Click **Add**.
+
+### Verify a new email address
+
+When you add a new email address, HackerRank automatically sends a verification link to that email. Click the verification link to verify your email.
+
+**Note:** If your original email address, which was used to create your HackerRank Community account, is not verified, click the verification link in your email to complete the verification.
+
+### Change primary email address
+
+You can change your primary email address only if both email addresses are verified.
+
+To change the primary email address:
+
+1. Select the email address you want to set as your primary email.
+
+2. Click **Make primary** next to that email.
+
+### Delete an email address
+
+To delete an email address:
+
+1. Select the email address you want to delete.
+
+2. Click **Remove** next to that email.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/4689113963-export-account-data.md b/hackerrank/hackerrank_community/account-settings/manage-account/4689113963-export-account-data.md
new file mode 100644
index 0000000000000000000000000000000000000000..aa8808b372d7fd78cb4c687c250a9937a7beb90c
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/4689113963-export-account-data.md
@@ -0,0 +1,41 @@
+---
+title: "Export Account Data"
+title_slug: "export-account-data"
+source_url: "https://help.hackerrank.com/articles/4689113963-export-account-data"
+article_slug: "4689113963-export-account-data"
+last_updated_exact: "Mar 24, 2025, 3:17 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Export Account Data
+
+_Last updated: Mar 24, 2025, 3:17 PM (Last updated 1 year ago)_
+
+HackerRank account data includes information related to your profile, submissions, and activity on the platform. You can export your HackerRank account data in JSON format.
+
+## Exporting account data
+
+To export your account data:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) website using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Settings** from the drop-down menu. The **Settings** page appears under the **Account** section.
+
+4. In the **Export Data** section, click **Create new archive** to generate an archive of your account data. This process may take some time.
+
+ 
+
+5. After the archive is ready, click **Download archive** to download a ZIP file containing your account data.
+
+**Note:**
+
+- You can generate a new archive only 24 hours after creating and downloading the previous archive.
+
+- Each archive remains valid for 7 days from the time of creation.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/5618101592-delete-an-account.md b/hackerrank/hackerrank_community/account-settings/manage-account/5618101592-delete-an-account.md
new file mode 100644
index 0000000000000000000000000000000000000000..b2e8dc741e17b4d4ceacce11513e50ff7ff46ed9
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/5618101592-delete-an-account.md
@@ -0,0 +1,57 @@
+---
+title: "Delete an Account"
+title_slug: "delete-an-account"
+source_url: "https://help.hackerrank.com/articles/5618101592-delete-an-account"
+article_slug: "5618101592-delete-an-account"
+last_updated_exact: "Oct 30, 2025, 3:48 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Delete an Account
+
+_Last updated: Oct 30, 2025, 3:48 PM (Last updated 6 months ago)_
+
+You can delete your HackerRank Community account if you no longer want to use the platform. Deleting your account permanently removes all your data, such as your profile page, earned badges, leaderboard positions, and so on.
+
+**Note**: If you signed up using a third-party account (for example, Google, GitHub, or Facebook), you must set a password before deleting your account. To do this, follow the steps in the [Resetting password](https://help.hackerrank.com/articles/2403570133-update-or-reset-password#resetting-password-5) documentation.
+
+## Deleting an account
+
+To delete your HackerRank Community account:
+
+1. Log in to the [HackerRank Community](https://www.hackerrank.com/) using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Settings** from the drop-down menu. The **Settings** page appears under the **Account** section.
+
+4. Scroll to the **Delete Accounts** section.
+
+ 
+
+5. Click **Delete Account**. A confirmation dialog box appears.
+
+6. Select a reason for deleting your account from the available options:
+
+ - I get too many emails
+
+ - I want to clear all my submissions
+
+ - I have multiple accounts
+
+ - I don’t use HackerRank anymore
+
+ - Other reasons
+
+7. Click **Proceed to Delete**.
+
+8. Enter your **account password**.
+
+9. Click **Proceed to delete** again to confirm and complete the process.
+
+**Note:** If you accidentally delete your account, contact [help@hackerrank.com](mailto:help@hackerrank.com) to recover it.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/5981889181-merge-multiple-hackerrank-accounts.md b/hackerrank/hackerrank_community/account-settings/manage-account/5981889181-merge-multiple-hackerrank-accounts.md
new file mode 100644
index 0000000000000000000000000000000000000000..7de588df501a85630b8a2cbfce87622dae83b417
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/5981889181-merge-multiple-hackerrank-accounts.md
@@ -0,0 +1,63 @@
+---
+title: "Merge Multiple HackerRank Accounts"
+title_slug: "merge-multiple-hackerrank-accounts"
+source_url: "https://help.hackerrank.com/articles/5981889181-merge-multiple-hackerrank-accounts"
+article_slug: "5981889181-merge-multiple-hackerrank-accounts"
+last_updated_exact: "Mar 24, 2025, 3:12 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Merge Multiple HackerRank Accounts
+
+_Last updated: Mar 24, 2025, 3:12 PM (Last updated 1 year ago)_
+
+If you have multiple HackerRank accounts and want to consolidate them, you can merge one account into another.
+
+## Merging Accounts
+
+To merge multiple HackerRank accounts:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using the credentials of the account you want to keep.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Settings** from the drop-down menu. The **Settings** page opens under the **Account** section.
+
+4. In the **Merge Accounts** section, enter the username and email address of the account you want to merge.
+
+ 
+
+5. Click **Submit**.
+
+6. Check your email inbox for a confirmation message and click the confirmation link to complete the merge.
+
+**Important Notes:**
+
+- The merge process may take up to 48 hours to complete.
+
+- The following data will not be merged:
+
+ - Ratings
+
+ - Medals
+
+ - Messages
+
+ - Hackos
+
+ - Tutorial progress
+
+ - Follow data
+
+### Merge restrictions
+
+Your merge request cannot be processed if any of the following conditions apply:
+
+- The account being merged has participated in a rated competition.
+
+- Both accounts have participated in the same contest.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/manage-account/9533293667-create-an-account.md b/hackerrank/hackerrank_community/account-settings/manage-account/9533293667-create-an-account.md
new file mode 100644
index 0000000000000000000000000000000000000000..bbf4ef6eff6c612fb9dafc23319cde73580593ff
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/manage-account/9533293667-create-an-account.md
@@ -0,0 +1,49 @@
+---
+title: "Create an Account"
+title_slug: "create-an-account"
+source_url: "https://help.hackerrank.com/articles/9533293667-create-an-account"
+article_slug: "9533293667-create-an-account"
+last_updated_exact: "Mar 24, 2025, 2:29 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Manage Account"
+---
+
+# Create an Account
+
+_Last updated: Mar 24, 2025, 2:29 PM (Last updated 1 year ago)_
+
+Creating a HackerRank Community account provides access to coding challenges, certifications, mock interviews, and other resources to enhance programming skills. You can sign up using an email address or a third-party authentication service, such as Google, GitHub, LinkedIn, or Facebook.
+
+## Creating an account
+
+To create an account:
+
+1. Go to the [HackerRank Community](https://www.hackerrank.com/dashboard) dashboard.
+
+2. Click **Sign Up** in the top-right corner of the page.
+
+3. Choose a sign-up method:
+
+ 
+
+ - Sign up with an email address:
+
+ 1. Enter your full name, a valid email address, and a password.
+
+ 2. Select the checkbox to agree to HackerRank’s **Terms of Service** and **Privacy Policy**.
+
+ 3. Click **Sign Up**.
+
+ - Sign up using a third-party authentication service:
+
+ 1. Click **Continue with Google, GitHub, LinkedIn, or Facebook**.
+
+ 2. Follow the authentication steps for the selected service.
+
+4. Complete the onboarding process by following the on-screen prompts.
+
+5. Click **Let’s Go** to access your HackerRank dashboard.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/profile-and-preferences/2857822759-update-personal-details.md b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/2857822759-update-personal-details.md
new file mode 100644
index 0000000000000000000000000000000000000000..51d298e5c55759254f66e69663062d87e9684bdc
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/2857822759-update-personal-details.md
@@ -0,0 +1,85 @@
+---
+title: "Update Personal Details"
+title_slug: "update-personal-details"
+source_url: "https://help.hackerrank.com/articles/2857822759-update-personal-details"
+article_slug: "2857822759-update-personal-details"
+last_updated_exact: "Oct 30, 2025, 3:03 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Profile and Preferences"
+---
+
+# Update Personal Details
+
+_Last updated: Oct 30, 2025, 3:03 PM (Last updated 6 months ago)_
+
+You can keep your profile information up to date to ensure that employers and the HackerRank Community have the latest details. Your profile remains private by default unless you choose to make it public. Updating your name, phone number, and location helps you maintain a professional presence.
+
+## Updating personal details
+
+To update your personal details:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Profile** from the drop-down menu.
+
+4. Add or update profile picture:
+
+ 1. Click the edit icon on the profile picture.
+
+ 2. Click **Upload File**.
+
+ 3. Select an image from your device.
+
+ 4. Click **Upload** to save changes.
+
+5. Update name and headline:
+
+ 1. Click the **edit** icon next to your name.
+
+ 2. Update the **First Name**, **Last Name**, and (optional) **Headline**.
+
+ 3. Click **Save** to apply changes.
+
+6. Update contact information:
+
+ 1. Click the **edit** icon in the **Personal Information** section.
+
+ 2. Modify the following fields:
+
+ 
+
+ - **Email**
+
+ - **Country**
+
+ - **Phone Number**
+
+ - **Current Location**
+
+ 3. In the **Who can see this information?** drop-down, choose one of the following visibility options:
+
+ - **Only Me**: Keeps your information private.
+
+ - **Everyone**: Makes your profile publicly visible to others.
+
+ **Note:** If you make your profile publicly visible, other users may see a 404 error when they try to open it.
+
+ This occurs when your account has no visible activity, such as:
+
+ - No completed challenges
+
+ - No earned badges
+
+ - No public certifications
+
+ Your profile becomes publicly accessible once you complete at least one challenge or earn a badge.
+
+ 4. Click **Save** to apply changes.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/profile-and-preferences/4472358331-profile-and-preferences-faqs.md b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/4472358331-profile-and-preferences-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..15f549fdf5b0800dedbfacb95ee40589bf390559
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/4472358331-profile-and-preferences-faqs.md
@@ -0,0 +1,58 @@
+---
+title: "Profile and Preferences FAQs Change username Update personal details"
+title_slug: "profile-and-preferences-faqs-change-username-update-personal-details"
+source_url: "https://help.hackerrank.com/articles/4472358331-profile-and-preferences-faqs"
+article_slug: "4472358331-profile-and-preferences-faqs"
+last_updated_exact: "Mar 12, 2026, 2:26 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Profile and Preferences"
+---
+
+# Profile and Preferences FAQs Change username Update personal details
+
+_Last updated: Mar 12, 2026, 2:26 PM (Last updated 1 month ago)_
+
+# Change username
+
+**Can I change my username after I use all available attempts?**
+
+No. You can change your username only a limited number of times. After you use all allowed attempts, you cannot change it again.
+
+**How do I report or delete an impersonated account?**
+
+Contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) and provide details about the impersonated account. The support team reviews the request and takes appropriate action.
+
+# Update personal details
+
+**Why does my public profile link show a 404 error when other users open it?**
+
+Other users see a 404 error when your public profile has no visible activity.
+
+This occurs when your account has no visible activity, such as:
+
+- No completed challenges
+
+- No earned badges
+
+- No public certifications
+
+Your profile becomes publicly accessible once you complete at least one challenge or earn a badge.
+
+**Why does my profile URL stop working after I change my username?**
+
+When you change your username, your HackerRank profile URL automatically changes to match it. The previous URL becomes inactive and may show a 404 error.\
+To resolve this:
+
+1. Copy and share your new profile URL.
+
+2. Update any bookmarks or references that use the old URL, such as in resumes, portfolios, or job applications.
+
+**Example:**
+
+- Old: `https://www.hackerrank.com/profile/{oldusername}`
+
+- New: `https://www.hackerrank.com/profile/{newusername}`
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/profile-and-preferences/5212619529-add-or-delete-links.md b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/5212619529-add-or-delete-links.md
new file mode 100644
index 0000000000000000000000000000000000000000..c7ae84d47fc1ccf018c7549c6090e6144ed0642a
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/5212619529-add-or-delete-links.md
@@ -0,0 +1,59 @@
+---
+title: "Add or Delete Links Adding links Deleting links"
+title_slug: "add-or-delete-links-adding-links-deleting-links"
+source_url: "https://help.hackerrank.com/articles/5212619529-add-or-delete-links"
+article_slug: "5212619529-add-or-delete-links"
+last_updated_exact: "Oct 30, 2025, 4:23 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Profile and Preferences"
+---
+
+# Add or Delete Links Adding links Deleting links
+
+_Last updated: Oct 30, 2025, 4:23 PM (Last updated 6 months ago)_
+
+You can add or remove links to your professional profiles, such as LinkedIn, GitHub, or portfolio websites, on your HackerRank Community profile.
+
+# Adding links
+
+To add links to your profile:
+
+1. Log in to **HackerRank Community** using your credentials.
+
+2. Click your profile icon in the top-right corner.
+
+3. Select **Profile** from the drop-down menu.
+
+4. In the **Links** section, click **Add Links**.
+
+ 
+
+5. Enter the URLs in the default fields (LinkedIn, GitHub, or Portfolio).
+
+ 
+
+6. *(Optional)* Click **Add another** to include custom links.
+
+ - Select the type of link from the drop-down list and enter the URL.
+
+7. Click **Save** to apply your changes.
+
+# Deleting links
+
+To delete a link from your profile:
+
+1. Click your profile icon in the top-right corner.
+
+2. Select **Profile** from the drop-down menu.
+
+3. In the **Links** section, click **Add Links**.
+
+ 1. For default fields (**LinkedIn**, **GitHub**, or **Portfolio**), delete the URL using **Backspace.**
+
+ 2. For custom links you added, click the **delete icon** next to the link.
+
+4. Click **Save** to confirm the changes.
+
+\
diff --git a/hackerrank/hackerrank_community/account-settings/profile-and-preferences/7393075509-add-or-edit-education-details.md b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/7393075509-add-or-edit-education-details.md
new file mode 100644
index 0000000000000000000000000000000000000000..dad0eac7b7dd175a520d58d453a2ba5e9ee6483a
--- /dev/null
+++ b/hackerrank/hackerrank_community/account-settings/profile-and-preferences/7393075509-add-or-edit-education-details.md
@@ -0,0 +1,85 @@
+---
+title: "Add or Edit Education Details Adding education details Editing education details Deleting an education entry"
+title_slug: "add-or-edit-education-details-adding-education-details-editing-education-details-deleting-an-education-entry"
+source_url: "https://help.hackerrank.com/articles/7393075509-add-or-edit-education-details"
+article_slug: "7393075509-add-or-edit-education-details"
+last_updated_exact: "Oct 30, 2025, 4:21 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Account Settings"
+ - "Profile and Preferences"
+---
+
+# Add or Edit Education Details Adding education details Editing education details Deleting an education entry
+
+_Last updated: Oct 30, 2025, 4:21 PM (Last updated 6 months ago)_
+
+You can add or update your educational background in your HackerRank Community profile.
+
+# Adding education details
+
+To add your education details:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click your profile icon in the top-right corner.
+
+3. Select **Profile** from the drop-down menu.
+
+4. In the **Education** section, click **Add Education**.
+
+ 
+
+5. Enter your education details:
+
+ 
+
+ - **School/College:** Enter or select your institution’s name.
+
+ - **Degree:** Enter your degree (for example, B.E or M.Tech).
+
+ - **Department:** Enter your field of study (for example, Computer Science and Engineering).
+
+ - **Currently studying here:** Select this checkbox if you are still pursuing the program. When selected, the **Ending in** filed is disabled.
+
+ - **Starting from:** Select the month and year you started.
+
+ - **Ending in:** Select the month and year you completed or expect to complete your program.
+
+ - **Score:** Choose the score type (for example, CGPA or Percentage) and enter your score.
+
+ - **Description:** Add any relevant details about your coursework or achievements.
+
+6. (Optional) Click **Add another** to include another education entry.
+
+7. Click **Save** to apply changes.
+
+# Editing education details
+
+To edit existing education details:
+
+1. Click your profile icon in the top-right corner.
+
+2. Select **Profile** from the drop-down menu.
+
+3. In the **Education** section, click the **edit icon** next to the entry you want to update.
+
+4. Modify the required information.
+
+5. Click **Save** to confirm changes.
+
+# Deleting an education entry
+
+To delete an education entry:
+
+1. Click your profile icon in the top-right corner.
+
+2. Select **Profile** from the drop-down menu.
+
+3. In the **Education** section, click the **edit icon** next to the entry you want to delete.
+
+4. Click **Delete this entry** at the bottom of the modal.
+
+5. Click **Delete** to confirm.
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/4147773232-troubleshooting-login-issues.md b/hackerrank/hackerrank_community/additional-resources/4147773232-troubleshooting-login-issues.md
new file mode 100644
index 0000000000000000000000000000000000000000..960dfe18694b057b5d0f09876d465771281a4783
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/4147773232-troubleshooting-login-issues.md
@@ -0,0 +1,55 @@
+---
+title: "Troubleshooting Login Issues Issue 1: Invalid credentials Issue 2: Wrong login page Issue 3: Password or cache"
+title_slug: "troubleshooting-login-issues-issue-1-invalid-credentials-issue-2-wrong-login-page-issue-3-password-or-cache"
+source_url: "https://help.hackerrank.com/articles/4147773232-troubleshooting-login-issues"
+article_slug: "4147773232-troubleshooting-login-issues"
+last_updated_exact: "Oct 27, 2025, 11:12 AM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Additional Resources"
+---
+
+# Troubleshooting Login Issues Issue 1: Invalid credentials Issue 2: Wrong login page Issue 3: Password or cache
+
+_Last updated: Oct 27, 2025, 11:12 AM (Last updated 6 months ago)_
+
+This article explains how to resolve common login issues that you may encounter when accessing your HackerRank Community account.
+
+# Issue 1: Invalid credentials
+
+- **Cause:** You entered an incorrect email address or password.\
+ HackerRank supports login using an email and password or third-party accounts such as Google, Facebook, LinkedIn, and GitHub.
+
+ 
+
+- **Solution:**
+
+ 1. Verify that you are entering the correct email address and password.
+
+ 2. If you signed up using a third-party account (Google, Facebook, LinkedIn, or GitHub), use the same platform to log in.
+
+ 3. Select **Forgot Password** on the login page to reset your credentials if needed.
+
+ 4. Remove any saved passwords from your browser before trying again.
+
+**Note:** If you do not have a HackerRank account, see [](https://www.hackerrank.com/signup) [📄 Create an Account](/articles/9533293667).
+
+# Issue 2: Wrong login page
+
+- **Cause:** You are trying to log in using HackerRank business URL instead of the HackerRank for developer URL.
+
+ For example, you may see the message: `Please use a valid business email address to sign up`.
+
+- **Solution:** Use the following HackerRank for developer login URL: [https://www.hackerrank.com/signup](https://www.hackerrank.com/signup)
+
+# Issue 3: Password or cache
+
+- **Cause:** Saved passwords or cached browser data are preventing you from logging in successfully.
+
+- **Solution:**
+
+ 1. Clear your browser cache and remove all saved HackerRank passwords.
+
+ 2. Select [Forgot Password](https://www.hackerrank.com/auth/forgot_password) on the login page to reset your credentials if needed.
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/4438598153-best-practices-for-receiving-hackerrank-emails.md b/hackerrank/hackerrank_community/additional-resources/4438598153-best-practices-for-receiving-hackerrank-emails.md
new file mode 100644
index 0000000000000000000000000000000000000000..0892ce39cf8b977ba7012146600957145e2e6dd7
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/4438598153-best-practices-for-receiving-hackerrank-emails.md
@@ -0,0 +1,42 @@
+---
+title: "Best Practices for Receiving HackerRank Emails Check your spam, junk, or promotions folder Add HackerRank to your contacts Verify mailbox storage"
+title_slug: "best-practices-for-receiving-hackerrank-emails-check-your-spam-junk-or-promotions-folder-add-hackerrank-to-your-contacts-verify-mailbox-storage"
+source_url: "https://help.hackerrank.com/articles/4438598153-best-practices-for-receiving-hackerrank-emails"
+article_slug: "4438598153-best-practices-for-receiving-hackerrank-emails"
+last_updated_exact: "Oct 30, 2025, 3:05 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Additional Resources"
+---
+
+# Best Practices for Receiving HackerRank Emails Check your spam, junk, or promotions folder Add HackerRank to your contacts Verify mailbox storage
+
+_Last updated: Oct 30, 2025, 3:05 PM (Last updated 6 months ago)_
+
+Follow these best practices to ensure that emails from HackerRank are successfully delivered to your inbox.
+
+# Check your spam, junk, or promotions folder
+
+If you do not see a HackerRank email in your inbox:
+
+- Check your spam, junk, or promotions folders.
+
+- If you find the email, mark it as Not Spam or move it to your inbox.
+
+This action helps your email provider recognize future emails from HackerRank as safe.
+
+# Add HackerRank to your contacts
+
+Add the following email addresses to your contacts or safe sender's list:
+
+- [help@hackerrank.com](mailto:support@hackerrankforwork.com)
+
+- [*@hackerrank.com](mailto:no-reply@hackerrank.com)
+
+This action ensures that future communications from HackerRank are delivered directly to your inbox.
+
+# Verify mailbox storage
+
+Make sure that your mailbox has sufficient storage space to receive new emails. A full mailbox can cause emails to bounce or fail to deliver.
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/4609107971-general-faqs.md b/hackerrank/hackerrank_community/additional-resources/4609107971-general-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..c99fe285a17ba40f3e34ea8881a1fdbd45713fb3
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/4609107971-general-faqs.md
@@ -0,0 +1,24 @@
+---
+title: "General FAQs"
+title_slug: "general-faqs"
+source_url: "https://help.hackerrank.com/articles/4609107971-general-faqs"
+article_slug: "4609107971-general-faqs"
+last_updated_exact: "Mar 10, 2025, 6:14 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Additional Resources"
+---
+
+# General FAQs
+
+_Last updated: Mar 10, 2025, 6:14 PM (Last updated 1 year ago)_
+
+**How do I apply for a job or internship at HackerRank?**
+
+Visit our [Careers](https://www.hackerrank.com/careers) page to explore current job and internship openings. Check back periodically for updates, and apply to any role that aligns with your interests.
+
+**How can I request data deletion under GDPR?**
+
+You can delete all your data by deleting your account. For more information, refer to the [📄 Delete an Account](/articles/5618101592).
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/4745765442-notification.md b/hackerrank/hackerrank_community/additional-resources/4745765442-notification.md
new file mode 100644
index 0000000000000000000000000000000000000000..5e7ff9a9ee214fb7a6bf4348a307dcdea210b67b
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/4745765442-notification.md
@@ -0,0 +1,50 @@
+---
+title: "Notification"
+title_slug: "notification"
+source_url: "https://help.hackerrank.com/articles/4745765442-notification"
+article_slug: "4745765442-notification"
+last_updated_exact: "Jul 23, 2025, 7:12 PM"
+last_updated_relative: "Last updated 9 months ago"
+breadcrumbs:
+ - "Additional Resources"
+---
+
+# Notification
+
+_Last updated: Jul 23, 2025, 7:12 PM (Last updated 9 months ago)_
+
+HackerRank is updating its platform to simplify the user experience and reinforce its core mission: helping developers prepare and certify their skills.
+
+## Impact
+
+The **Home** and **Apply** tabs will be deprecated, but the features of the **Home** tab remain accessible under other tabs.
+
+## Where to find Home tab features
+
+The following information summarizes where you can access each Home tab feature:
+
+- **Mock Interviews**: The **Mock Interviews** feature is available under the **Prepare** tab. You can also access it directly [here](https://www.hackerrank.com/mock-interviews).
+
+ 
+
+- **Coding challenges**: All **Coding challenges**, such as Algorithms, Data Structures, and React, are available in the **Prepare** tab.
+
+ 
+
+- **Role certification tests**: Role-based certification tests are accessible through the **Certify** tab.
+
+ 
+
+- **Résumé review**: The Résumé Review feature is available [here](https://www.hackerrank.com/resume).
+
+ 
+
+- **Job listings**: Job listings feature has been removed following the deprecation of the **Apply** tab.
+
+## Rollout timeline
+
+The update will begin rolling out over the coming weeks, and users will see changes gradually reflected across the platform.
+
+**Note:** If you have any questions or need assistance, contact HackerRank Support at [help@hackerrank.com](mailto:help@hackerrank.com).
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/1560975739-search-for-jobs.md b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/1560975739-search-for-jobs.md
new file mode 100644
index 0000000000000000000000000000000000000000..28e443b23f03ace71097f18eabd3d0025db1bbd0
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/1560975739-search-for-jobs.md
@@ -0,0 +1,57 @@
+---
+title: "Search and Apply for Jobs"
+title_slug: "search-and-apply-for-jobs"
+source_url: "https://help.hackerrank.com/articles/1560975739-search-for-jobs"
+article_slug: "1560975739-search-for-jobs"
+last_updated_exact: "Mar 5, 2025, 6:50 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Additional Resources"
+ - "Job Search and Applications"
+---
+
+# Search and Apply for Jobs
+
+_Last updated: Mar 5, 2025, 6:50 PM (Last updated 1 year ago)_
+
+The job search feature allows you to explore and apply for developer job opportunities worldwide.
+
+## Applying for a job
+
+To apply for a job:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Apply** tab to view available developer jobs.
+
+3. Refine the job list using the following filters:
+
+ - **Role**: Select a role that matches your expertise (For example, Back-End Engineer or Data Analyst).
+
+ - **Experience level**: Choose an experience level (For example, 0–3 years, 3–5 years, or 5–7 years).
+
+ - **Location**: Specify your preferred job location.
+
+ - **Company**: Select the company you want to apply to.
+
+4. Select a job title to view the job description, which includes required skills, experience, qualifications, and responsibilities.
+
+5. *(Optional)* Check your resume score before applying:
+
+ - Upload your resume for each job listing to receive a compatibility score.
+
+ - If there are skill gaps, HackerRank highlights them and provides links to relevant practice resources.
+
+ - If you have not uploaded a resume:
+
+ 1. Click **Upload a Resume** or **Choose from Resume Builder**.
+
+ - To upload a file, drag and drop your resume or click **Choose File** (PDF format, up to 5 MB).
+
+ - To use the resume builder, select a resume from the preview pane and click **Choose Resume**.
+
+ 2. Click **Check Resume Score** to generate a compatibility score.
+
+6. Click **Apply** and follow the prompts to complete your application. Use the **Application Tracker** dashboard to manage your job applications. For more information, see **Track Job Applications.**
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/7358354033-set-up-quick-apply.md b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/7358354033-set-up-quick-apply.md
new file mode 100644
index 0000000000000000000000000000000000000000..7e7341a3a11e22aebcc3a40793ab957cca23b81a
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/7358354033-set-up-quick-apply.md
@@ -0,0 +1,85 @@
+---
+title: "Set Up HackerRank QuickApply"
+title_slug: "set-up-hackerrank-quickapply"
+source_url: "https://help.hackerrank.com/articles/7358354033-set-up-quick-apply"
+article_slug: "7358354033-set-up-quick-apply"
+last_updated_exact: "Mar 10, 2025, 12:59 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Additional Resources"
+ - "Job Search and Applications"
+---
+
+# Set Up HackerRank QuickApply
+
+_Last updated: Mar 10, 2025, 12:59 PM (Last updated 1 year ago)_
+
+HackerRank QuickApply is a free browser extension that simplifies the job application process by automatically filling application forms using information from your HackerRank profile.
+
+QuickApply extracts key details from your HackerRank profile, such as personal information, work experience, education, and skills, to populate job application forms automatically. It currently supports applications powered by the following Applicant Tracking Systems (ATSs):
+
+- Avature
+
+- Greenhouse
+
+- Oracle
+
+- SmartRecruiters
+
+- Workable
+
+- Workday
+
+You can set up QuickApply using the Chrome extension or from the HackerRank Community site.
+
+## Setting up QuickApply from the Chrome Web Store
+
+To set up QuickApply using the Chrome Web Store:
+
+1. Open the **Chrome Web Store** and search for [HackerRank QuickApply](https://chromewebstore.google.com/detail/hackerrank-quickapply/mmlghgaenodejbokcogohcjelnogcckl?hl=en) extension.
+
+2. Click **Add to Chrome**.
+
+3. Click **Add Extension** when prompted and wait for the extension to install.
+
+ - If you are not logged in, log in. You will be redirected to the QuickApply confirmation screen.
+
+ - If you are already logged in, you are automatically redirected to the QuickApply confirmation screen.
+
+4. Click **Find Jobs** to start applying for jobs.
+
+## Setting up QuickApply from the HackerRank Community
+
+To set up QuickApply from the HackerRank Community site:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Apply** tab.
+
+3. Select **See how it works** to start the QuickApply onboarding process.
+
+4. Follow the on-screen instructions to:
+
+ 1. Upload your resume to enable QuickApply to pre-fill your job applications.
+
+ 2. Add any missing details, such as:
+
+ - Personal information
+
+ - Education
+
+ - Work experience
+
+ - Skills
+
+5. Click **Download QuickApply** to install the extension.
+
+6. Click **Add to Chrome**.
+
+7. Click **Add Extension** when prompted and wait for the extension to install. A new tab opens with the QuickApply confirmation screen.
+
+8. Click **Find Jobs** to start applying for jobs.
+
+**Note:** If you install QuickApply on one browser and switch to another, a reminder appears in the **Apply** tab, prompting you to install QuickApply on the new browser.
+
+\
diff --git a/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/9106957203-create-a-resume-with-resume-builder.md b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/9106957203-create-a-resume-with-resume-builder.md
new file mode 100644
index 0000000000000000000000000000000000000000..69a344bd3f2aeae0f8e2bf850eadc5ca4b391970
--- /dev/null
+++ b/hackerrank/hackerrank_community/additional-resources/job-search-and-applications/9106957203-create-a-resume-with-resume-builder.md
@@ -0,0 +1,153 @@
+---
+title: "Create a Resume with Resume Builder"
+title_slug: "create-a-resume-with-resume-builder"
+source_url: "https://help.hackerrank.com/articles/9106957203-create-a-resume-with-resume-builder"
+article_slug: "9106957203-create-a-resume-with-resume-builder"
+last_updated_exact: "Mar 7, 2025, 4:17 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Additional Resources"
+ - "Job Search and Applications"
+---
+
+# Create a Resume with Resume Builder
+
+_Last updated: Mar 7, 2025, 4:17 PM (Last updated 1 year ago)_
+
+The HackerRank Resume Builder is a powerful tool that helps you create a professional resume in just a few steps. It allows you to showcase your skills, achievements, and certifications to stand out to potential employers.
+
+## Creating a resume with Resume Builder
+
+You can create a resume in one of the following ways:
+
+- Build from scratch using a template.
+
+- Import an existing resume in .doc, .docx, or .pdf format.
+
+### Creating a resume from scratch
+
+To create a resume from scratch:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the **App Switcher** (grid icon) in the top-right corner.
+
+3. Select **Resume Builder** from the dropdown menu.
+
+4. Click **Create New**.
+
+5. Select a template:
+
+ - Classic
+
+ - Modern
+
+6. Click **Confirm**.
+
+7. In the **Resume Dashboard**, expand **Resume Details** in the left panel and complete the following sections:
+
+ - **Personal Information**: Enter your name, contact details, and address. Use the **Links** section to add URLs for GitHub, LinkedIn, HackerRank, CodeChef, LeetCode, CodeForces, Portfolio, Blog, and Stack Overflow.
+
+ - **Experience**: List job titles, employers, dates, and key responsibilities.
+
+ - **Education**: Provide degree details, institutions, and graduation dates.
+
+ - **Skills**: Add technical skills such as programming languages, frameworks, tools, platforms, and databases.
+
+ - **Projects**: Highlight key projects with descriptions and outcomes.
+
+ - **Certificates**: Add professional certifications.
+
+ - **Additional**: Add honors and awards.
+
+8. View a real-time preview of your resume on the right-hand side.
+
+### Creating a resume from an existing file
+
+To create a resume from an existing file:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the **App Switcher** (grid icon) in the top-right corner.
+
+3. Select **Resume Builder** from the dropdown menu.
+
+4. Click **Import Resume**.
+
+5. In the **Import Your Resume** window, choose one of the following options:
+
+ - Drag and drop your resume file.
+
+ - Click **Choose a file** to browse and select your resume.
+
+6. Click **Continue**. The system automatically detects and pre-fills sections.
+
+7. Select a template to change the layout.
+
+ 1. Click **Change Template** in the top-right corner.
+
+ 2. In the **Select a Template** dialog box, choose either Classic or Modern.
+
+ 3. Click **Confirm**.
+
+8. Expand **Resume Details** in the left panel to review and update the relevant sections.
+
+9. View a real-time preview of your resume on the right-hand side.
+
+## Optimize your resume
+
+An optimized resume improves your chances of being noticed by recruiters. HackerRank Resume Builder provides AI-powered tools to enhance your resume, ensuring it aligns with job descriptions and industry standards.
+
+### Resume Matcher
+
+Ensure your resume aligns with job descriptions before submitting it. Use **Resume Matcher** to compare your resume against job requirements.
+
+To use Resume Matcher:
+
+1. Select **Resume Matcher**.
+
+2. Click **+ Add Job**.
+
+3. Paste the job posting link. The system retrieves job details and checks if your resume includes relevant skills, experience, and keywords.
+
+4. Select **Add Another Job** to compare multiple job descriptions.
+
+### AI-powered resume review
+
+You can receive instant, actionable feedback on your resume with **AI Review**.
+
+To use AI Review:
+
+1. Select **Try AI Review** in the top-right corner.
+
+2. Click **Start Review**. The AI analyzes your resume and provides detailed feedback.
+
+3. Review the feedback and update your resume accordingly.
+
+ - Select the resolve button (✔) to mark a comment as addressed after making necessary edits.
+
+ - Select the **X** button to dismiss inaccurate or redundant feedback.
+
+ - Select the filter icon in the upper-right corner to view resolved comments.
+
+**Note:** You have five free resume review credits. Each review uses one credit.
+
+## Download your resume
+
+To download your resume:
+
+1. Select **Download** in the top-right corner.
+
+2. Choose a download option:
+
+ - Download PDF
+
+ - Download LaTeX
+
+ - Download JSON
+
+**Note:** Use the share option to copy the link. Enable **Anyone with the link can view** to allow access.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/certifications/2077861863-download-certificate.md b/hackerrank/hackerrank_community/certifications/2077861863-download-certificate.md
new file mode 100644
index 0000000000000000000000000000000000000000..33cea2cf2cb02bc8b0b3e3c8f0249008956ccd64
--- /dev/null
+++ b/hackerrank/hackerrank_community/certifications/2077861863-download-certificate.md
@@ -0,0 +1,38 @@
+---
+title: "Download Certificate"
+title_slug: "download-certificate"
+source_url: "https://help.hackerrank.com/articles/2077861863-download-certificate"
+article_slug: "2077861863-download-certificate"
+last_updated_exact: "Mar 10, 2025, 2:47 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Certifications"
+---
+
+# Download Certificate
+
+_Last updated: Mar 10, 2025, 2:47 PM (Last updated 1 year ago)_
+
+You can download your HackerRank certification to save, share, or add to your LinkedIn profile or social media.
+
+## Downloading certificate
+
+To download a certificate:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Click the profile icon in the top-right corner.
+
+3. Select **Profile** from the drop-down menu.
+
+4. Scroll to the **My Certifications** section.
+
+5. Click the certificate you want to download or share.
+
+6. Click **Download** to save the certificate.
+
+7. (Optional) Copy the certificate **Iframe Link** to share on platforms such as Facebook, Twitter, and LinkedIn.
+
+8. (Optional) Click **Add to Profile** to add the certificate to your LinkedIn profile.
+
+\
diff --git a/hackerrank/hackerrank_community/certifications/2563639100-introduction-to-certification.md b/hackerrank/hackerrank_community/certifications/2563639100-introduction-to-certification.md
new file mode 100644
index 0000000000000000000000000000000000000000..bf7e02009843a5cc3e5ce597e65b91f7fa7e3424
--- /dev/null
+++ b/hackerrank/hackerrank_community/certifications/2563639100-introduction-to-certification.md
@@ -0,0 +1,110 @@
+---
+title: "Introduction to Certification"
+title_slug: "introduction-to-certification"
+source_url: "https://help.hackerrank.com/articles/2563639100-introduction-to-certification"
+article_slug: "2563639100-introduction-to-certification"
+last_updated_exact: "Nov 18, 2025, 6:56 PM"
+last_updated_relative: "Last updated 5 months ago"
+breadcrumbs:
+ - "Certifications"
+---
+
+# Introduction to Certification
+
+_Last updated: Nov 18, 2025, 6:56 PM (Last updated 5 months ago)_
+
+HackerRank certifications are free, timed assessments that allow developers to demonstrate their technical skills to potential employers. These certifications validate proficiency in high-demand skills, such as Python, JavaScript, and React, and job roles, such as software engineer and front-end developer.
+
+## Types of certifications
+
+HackerRank offers two types of certifications:
+
+- [Skill-based certifications](https://hackerrank-community-knowledge-base.help.usepylon.com/articles/2563639100-introduction-to-certification#role-based-certification-34)
+
+- [Role-based certifications](https://hackerrank-community-knowledge-base.help.usepylon.com/articles/2563639100-introduction-to-certification#role-based-certification-33)
+
+Each certification test consists of two to four timed questions that evaluate key competencies employers expect for that skill or role.
+
+### Skill-based certification
+
+Skill-based certifications evaluate expertise in a specific skill. HackerRank offers 21 technical skill certifications that range from universal competencies, such as problem-solving, to specialized skills, such as Java or Python. The following list shows all 21 skill-based certifications and the respective concepts assessed in each certification test:
+
+**Problem-solving**
+
+- **Problem-solving (Basic):** Functions, currying, hoisting, scope, inheritance, events, and error handling.
+
+- **Problem-solving (Intermediate):** Data structures (For example, hash maps, stacks, and queues) and algorithms (For example, optimal solutions).
+
+**SQL**
+
+- **SQL (Basic):** Simple queries, relationships, and aggregators.
+
+- **SQL (Intermediate):** Complex joins, unions, and sub-queries.
+
+- **SQL (Advanced):** Query optimization, data modeling, indexing, window functions, and pivots.
+
+**R**
+
+- **R (Basic):** Fundamentals of the R programming language, including data frames, packages, reshaping data, and data interfaces.
+
+- **R (Intermediate):** Advanced concepts, including conditional statements, loops, functions, writing efficient and readable code, regular expressions, data structure manipulation, and handling dates and times.
+
+**REST API**
+
+- **REST API (Intermediate):** Retrieving data from an API and processing it with parameters or paging.
+
+**JavaScript**
+
+- **JavaScript (Basic):** Functions, currying, hoisting, scope, inheritance, events, and error handling.
+
+- **JavaScript (Intermediate):** Design patterns, memory management, concurrency models, and event loops.
+
+**React**
+
+- **React (Basic):** Basic routing, rendering elements, internal state management, event handling, ES6 syntax, JavaScript, and form validation.
+
+**Angular**
+
+- **Angular (Basic):** Model-view-controller (MVC) frameworks, components (angular, dynamic, styling), TypeScript, two-way binding, and form validation.
+
+- **Angular (Intermediate):** Routing, NgModules, observables for data transmission and event handling, dependency injection, and APIs.
+
+**C#**
+
+- **C# (Basic):** Program structure, types and variables, basic object-oriented programming (OOP), properties and indexers, collections, and exception handling.
+
+**CSS**
+
+- **CSS (Basic):** Cascading and inheritance, text styling, layout usage, and element boxing.
+
+**Go**
+
+- **Go (Basic):** Core Go features, simple data structures (arrays and maps), data types, and interfaces.
+
+- **Go (Intermediate):** Functions, pointers, file handling, building web services, and error handling.
+
+**Python**
+
+- **Python (Basic):** Scalar types, operators and control flow, strings, collections, iteration, modularity, objects, types, and classes.
+
+**Java**
+
+- **Java (Basic):** Classes, data structures, inheritance, and exception handling (Java 7 or Java 8).
+
+**Node.js**
+
+- **Node.js (Basic):** Package and module management, callbacks, event loops, event emitters, buffers, streams, and file systems.
+
+- **Node.js (Intermediate):** Event-driven architecture and concurrency.
+
+### Role-based certification
+
+Role-based certifications evaluate multiple related skills to assess readiness for a specific job role. HackerRank offers the following role-based certifications and evaluates the respective skills for each role:
+
+- **Software engineer:** Problem-solving, SQL, and REST API
+
+- **Software engineer intern:** Problem-solving and SQL
+
+- **Front-end developer (React):** React, CSS, and JavaScript
+
+\
diff --git a/hackerrank/hackerrank_community/certifications/8941367927-certifications-faqs.md b/hackerrank/hackerrank_community/certifications/8941367927-certifications-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..c476a32990cfaa6877cd7d326a4e01e51f744a3c
--- /dev/null
+++ b/hackerrank/hackerrank_community/certifications/8941367927-certifications-faqs.md
@@ -0,0 +1,92 @@
+---
+title: "Certifications FAQs"
+title_slug: "certifications-faqs"
+source_url: "https://help.hackerrank.com/articles/8941367927-certifications-faqs"
+article_slug: "8941367927-certifications-faqs"
+last_updated_exact: "Apr 1, 2026, 2:32 PM"
+last_updated_relative: "Last updated 4 weeks ago"
+breadcrumbs:
+ - "Certifications"
+---
+
+# Certifications FAQs
+
+_Last updated: Apr 1, 2026, 2:32 PM (Last updated 4 weeks ago)_
+
+**Can I update the name on my certificate?**
+
+Yes. You can update the name on your certificate only once per account.
+
+When you update your name, the change applies to all your certificates. After you update it, you cannot change it again.
+
+To update the name on your certificate:
+
+
+
+1. Open your certificate page.
+
+2. In the **Full Name** field, enter the name you want to display.
+
+3. Click **Regenerate Certificate**.
+
+4. In the confirmation dialog, click **Update Name**.
+
+The platform updates your certificate with the new name.
+
+**Why did I not receive my certificate after completing the test?**
+
+If you have not received your certificate, follow these steps:
+
+1. Make sure you are logged in to the same HackerRank Community account you used to take the certification test. Certificates do not appear in other accounts.
+
+2. Go to the **Certify** tab in your HackerRank Community account and confirm that you passed the test. For more information, see [View Certification status](https://help.hackerrank.com/articles/9788355678-obtain-skill-based-certifications#view-certification-status-4).
+
+ - If you passed, your certificate appears under the **Certifications** section in your profile. For more information, see [📄 Download Certificate](/articles/2077861863).
+
+3. Allow time for the certificate to appear. Certificates usually appear within a few minutes after you pass a test. In some cases, processing may take up to **24** **hours**.
+
+4. Contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) if your certificate is still missing.
+
+**Which skills certification tests allow only one attempt?**
+
+The following skills certification tests allow only one attempt:
+
+- Angular (Basic)
+
+- C# (Basic)
+
+- CSS (Basic)
+
+- Node (Basic)
+
+- Node.js (Intermediate)
+
+- R (Basic)
+
+- React (Basic)
+
+- REST API (Intermediate)
+
+You cannot retake the test after submitting it.
+
+**When can I retake the Certification test?**
+
+You can retake the certification test 30 days after your previous attempt. The following screenshot shows the message that appears when the certification test becomes available.
+
+
+
+**What happens if I lose my internet connection during a certification test?**
+
+If you lose your internet connection, the test pauses automatically. When your connection is restored, you can continue the test if time remains. If the timer expires while you are offline, the system submits your test automatically. Always start your test with a stable internet connection to avoid interruptions.
+
+**Can I get the official solutions for my certification test to compare my results?**
+
+No. HackerRank does not share official solutions or questions from certification tests.
+
+**Can I request a date change on my certificate?**
+
+No, certificate date cannot be changed after they are issued.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/certifications/9788355678-obtain-skill-based-certifications.md b/hackerrank/hackerrank_community/certifications/9788355678-obtain-skill-based-certifications.md
new file mode 100644
index 0000000000000000000000000000000000000000..9d4ba0058850f0bff6a2c443cbb6555d942e184e
--- /dev/null
+++ b/hackerrank/hackerrank_community/certifications/9788355678-obtain-skill-based-certifications.md
@@ -0,0 +1,82 @@
+---
+title: "Obtain Role-Based or Skill-Based Certifications"
+title_slug: "obtain-role-based-or-skill-based-certifications"
+source_url: "https://help.hackerrank.com/articles/9788355678-obtain-skill-based-certifications"
+article_slug: "9788355678-obtain-skill-based-certifications"
+last_updated_exact: "Mar 10, 2025, 5:01 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Certifications"
+---
+
+# Obtain Role-Based or Skill-Based Certifications
+
+_Last updated: Mar 10, 2025, 5:01 PM (Last updated 1 year ago)_
+
+This guide provides instructions on how to earn a HackerRank role-based or skill-based certification.
+
+## Obtaining a certification
+
+To obtain a role-based or skill-based certification:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/dashboard) using your credentials.
+
+2. Go to the **Certify** tab and scroll to the **Get Your Roles Certified** or **Get Your Skills Certified** section.
+
+3. Select the role or skill you wish to certify in (for example, Software Engineer, *Angular (Basic)*, *React*, *C#*).
+
+4. Click **Get Certified** to view the test details, such as duration, number of questions, and topics covered.
+
+5. Click **Get Certified** again to confirm your intent to proceed with the test.
+
+6. Enter your first name and last name exactly as you want them to appear on your certificate. You cannot change these names later.
+
+7. Click **Start Test** to view the welcome screen.
+
+8. Read the test instructions carefully. The timer begins as soon as the test starts and cannot be paused.
+
+9. *(Optional)* Click **Try Sample Test** if you want to practice and become familiar with the testing environment.
+
+10. Click **Continue** to proceed.
+
+11. Choose your preferred coding environment:
+
+ - **Online IDE**: Code directly within the HackerRank platform.
+
+ - **Local Environment (Git + IDE)**: Work locally using Git and an IDE.
+
+ **Note:** This step is available only for the **Angular, React, and Java** certification tests.
+
+12. Review the confirmation form and check all required declaration boxes to confirm your agreement.
+
+13. Click **Continue** and wait while HackerRank provisions the server and sets up your environment.
+
+14. Click **Go to Test** once the environment setup is complete and review the question list in the test section.
+
+15. Click **Solve** next to a question to open the coding interface. The question description appears in the left pane.
+
+16. Write your solution in the code editor on the right pane.
+
+17. Click **Run Tests** to compile and test your solution.
+
+18. Check the console or log output for error messages or feedback.
+
+19. Click **Submit** after completing each solution.
+
+20. Click **Submit Test** after solving all questions or when you are ready to submit before the timer expires.
+
+21. Confirm submission by clicking **Yes, close this test**. You will not be able to make additional changes after submission.
+
+## View certification status
+
+To check your certification status:
+
+1. Go to the **Certify** tab and locate the relevant certification.
+
+2. Click **View Status** to display your certification results.
+
+ - If you fail, click **Re-Take Test** to attempt the test again.
+
+ - If you pass, download or share your HackerRank certificate. For more information, refer to the [📄 Download Certificate](/articles/2077861863).
+
+\
diff --git a/hackerrank/hackerrank_community/contests/2437296876-create-a-contest.md b/hackerrank/hackerrank_community/contests/2437296876-create-a-contest.md
new file mode 100644
index 0000000000000000000000000000000000000000..01ff69dd60fdb92714d9ce5b95d6c03e3397f862
--- /dev/null
+++ b/hackerrank/hackerrank_community/contests/2437296876-create-a-contest.md
@@ -0,0 +1,78 @@
+---
+title: "Create a Contest"
+title_slug: "create-a-contest"
+source_url: "https://help.hackerrank.com/articles/2437296876-create-a-contest"
+article_slug: "2437296876-create-a-contest"
+last_updated_exact: "Mar 16, 2026, 4:55 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Contests"
+---
+
+# Create a Contest
+
+_Last updated: Mar 16, 2026, 4:55 PM (Last updated 1 month ago)_
+
+HackerRank Community allows you to create coding contests and share challenges with participants worldwide. Once your contest is set up, you can invite participants and track submissions in real-time.
+
+## Creating a contest
+
+To create a contest:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Compete** tab.
+
+3. Click **Create a Contest**.
+
+ 
+
+4. In the **Create Contest** form, enter the following details:
+
+ 
+
+ - **Contest Name**: Provide a name for your contest.
+
+ - **Start Time**: Specify the date and time when the contest begins.
+
+ - **End Time**: Specify the date and time when the contest ends. Alternatively, select the checkbox if the contest has no end time.
+
+ - **Organization Type**: Choose the type of organization hosting the contest from the drop-down list (For example, Company, School, Non-Profit, Bootcamp, or Other).
+
+ - **Organization Name**: Enter the name of your organization.
+
+ 
+
+5. Click **Get Started** to create the contest.
+
+**Note:**
+
+HackerRank performs a Content Review for all newly created contests to ensure they comply with HackerRank’s guidelines. The review usually completes within **24 hours**. This process helps prevent fake, misleading, or unsafe contests from appearing on the platform.
+
+- If HackerRank removes your contest after the Content Review, you will receive an email. You can create a new contest after making the necessary corrections.
+
+- If you believe the review outcome needs reconsideration, contact [help@hackerrank.com](mailto:help@hackerrank.com). The HackerRank team reviews all requests and reinstates valid contests when appropriate.
+
+**Tips :**
+
+Follow these best practices to ensure your contest meets HackerRank platform standards:
+
+- Use a clear, relevant title that reflects a programming or learning theme.
+
+- Write a concise, meaningful description that explains the contest’s purpose.
+
+- Add at least one coding challenge before you publish.
+
+
+
+- Avoid external links, sign-up forms, or promotional content.
+
+- Keep all participant interactions within the HackerRank platform.
+
+- Use professional and respectful language throughout your contest details.
+
+You can also create a contest from your Profile menu. To create a contest from your Profile menu, select **Administration \> Manage Contest \> Create Contest.**
+
+
+
+\
diff --git a/hackerrank/hackerrank_community/contests/3733063247-contests-faqs.md b/hackerrank/hackerrank_community/contests/3733063247-contests-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..f1b05ecb9352e32132fe45fbaab99c72f18d7fba
--- /dev/null
+++ b/hackerrank/hackerrank_community/contests/3733063247-contests-faqs.md
@@ -0,0 +1,24 @@
+---
+title: "Contests FAQs"
+title_slug: "contests-faqs"
+source_url: "https://help.hackerrank.com/articles/3733063247-contests-faqs"
+article_slug: "3733063247-contests-faqs"
+last_updated_exact: "Mar 12, 2025, 11:25 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Contests"
+---
+
+# Contests FAQs
+
+_Last updated: Mar 12, 2025, 11:25 AM (Last updated 1 year ago)_
+
+**Can I create and host coding contests or hackathons on the HackerRank Community platform?**
+
+Yes, HackerRank Community platform allows you to host coding contests and hackathons. For more information, refer to the [📄 Introduction to Contests](/articles/7535813777).
+
+**Does HackerRank provide sponsorship for contests or hackathons?**
+
+No, HackerRank does not provide sponsorship for contests or hackathons.
+
+\
diff --git a/hackerrank/hackerrank_community/contests/7535813777-introduction-to-contest.md b/hackerrank/hackerrank_community/contests/7535813777-introduction-to-contest.md
new file mode 100644
index 0000000000000000000000000000000000000000..f80665759550dee4636219334b713b2107ddb1f4
--- /dev/null
+++ b/hackerrank/hackerrank_community/contests/7535813777-introduction-to-contest.md
@@ -0,0 +1,50 @@
+---
+title: "Introduction to Contests"
+title_slug: "introduction-to-contests"
+source_url: "https://help.hackerrank.com/articles/7535813777-introduction-to-contest"
+article_slug: "7535813777-introduction-to-contest"
+last_updated_exact: "Mar 10, 2025, 4:45 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Contests"
+---
+
+# Introduction to Contests
+
+_Last updated: Mar 10, 2025, 4:45 PM (Last updated 1 year ago)_
+
+HackerRank contests are coding competitions designed for individuals or teams to practice programming skills and improve problem-solving abilities. Participants can gain recognition in the developer community through these competitions.
+
+## Types of contests
+
+HackerRank Community offers three types of coding contests:
+
+1. **Customer-hosted contests**: Organized by companies using [HackerRank Engage](https://support.hackerrank.com/articles/6424218208-hackerrank-engage) to evaluate and hire developers.
+
+2. **HackerRank-hosted contests**: Official competitions conducted by HackerRank. These often include prizes and promotional items.
+
+3. **User-hosted contests**: Created and managed by individual users who want to organize their own coding competitions. For information about creating a contest, refer to the [📄 Create a Contest](/articles/2437296876).
+
+## Accessing contests
+
+To explore contests:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Compete** tab.
+
+3. Browse for contests that match your interests:
+
+ - **Upcoming Contests**: View and register for scheduled contests before they begin.
+
+ - **Active Contests**: Join ongoing challenges.
+
+ - **Archived Contests**: Access past challenges for additional practice.
+
+4. Click **View All** to see more contests in each category.
+
+**Note**: To register for an upcoming contest, click **Register Now** under the contest and follow the registration prompts.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/getting-started/1995877061-introduction-to-hackerrank-community.md b/hackerrank/hackerrank_community/getting-started/1995877061-introduction-to-hackerrank-community.md
new file mode 100644
index 0000000000000000000000000000000000000000..0d50641c0d7ef85f427058118cbec6b0f13b4ad7
--- /dev/null
+++ b/hackerrank/hackerrank_community/getting-started/1995877061-introduction-to-hackerrank-community.md
@@ -0,0 +1,48 @@
+---
+title: "Introduction to HackerRank Community"
+title_slug: "introduction-to-hackerrank-community"
+source_url: "https://help.hackerrank.com/articles/1995877061-introduction-to-hackerrank-community"
+article_slug: "1995877061-introduction-to-hackerrank-community"
+last_updated_exact: "Feb 28, 2025, 11:11 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Getting Started"
+---
+
+# Introduction to HackerRank Community
+
+_Last updated: Feb 28, 2025, 11:11 AM (Last updated 1 year ago)_
+
+HackerRank Community is an all-in-one platform that helps you master coding skills, earn certifications, and advance your career. Whether you are a beginner or an experienced developer, you will find a range of features to support your growth in the software industry.
+
+## Key features
+
+The HackerRank Community offers the following features:
+
+**Practice and improve coding skills**
+
+- **Problem library:** Solve thousands of coding challenges across various domains such as algorithms, data structures, artificial intelligence, machine learning, and more.
+
+- **Skill assessments:** Earn skill badges that validate your proficiency in specific technologies and programming languages.
+
+**Learn and upskill**
+
+- **Skill tracks:** Follow structured learning paths to develop a strong understanding of programming concepts and industry-relevant technologies.
+
+- **Certifications**: Earn industry-recognized certifications by completing assessments and stand out in the job market.
+
+**Job-seeking assistance**
+
+- **AI mock interviews:** Prepare for real interviews with AI-powered mock interview sessions that provide instant feedback.
+
+- **Resume builder:** Create a professional resume using the integrated resume builder that showcases your skills, achievements, and certifications.
+
+- **Job matching:** Receive personalized job recommendations based on your skills, certifications, and career preferences.
+
+**Developer community**
+
+- **Interactive discussion forums**: Connect with a global network of developers, exchange insights, and collaborate on projects.
+
+- **Competitions and hackathons**: Participate in coding competitions and hackathons to test your skills, compete with peers, and earn recognition and rewards.
+
+\
diff --git a/hackerrank/hackerrank_community/index.md b/hackerrank/hackerrank_community/index.md
new file mode 100644
index 0000000000000000000000000000000000000000..31081be83a4ae5154c6bea55dd514db3801953eb
--- /dev/null
+++ b/hackerrank/hackerrank_community/index.md
@@ -0,0 +1,57 @@
+# Hackerrank Community Knowledge Base
+
+Exported 42 articles.
+
+## Account Settings / Manage Account
+- [Add or Delete Email Addresses](account-settings/manage-account/4418407899-add-or-delete-email-addresses.md)
+- [Change Username](account-settings/manage-account/2553429617-change-username.md)
+- [Create an Account](account-settings/manage-account/9533293667-create-an-account.md)
+- [Delete an Account](account-settings/manage-account/5618101592-delete-an-account.md)
+- [Export Account Data](account-settings/manage-account/4689113963-export-account-data.md)
+- [Manage Account FAQs Account sign-in Update or reset password Merge multiple HackerRank accounts Delete an account](account-settings/manage-account/1917106962-manage-account-faqs.md)
+- [Merge Multiple HackerRank Accounts](account-settings/manage-account/5981889181-merge-multiple-hackerrank-accounts.md)
+- [Update or Reset Password](account-settings/manage-account/2403570133-update-or-reset-password.md)
+## Account Settings / Profile and Preferences
+- [Add or Delete Links Adding links Deleting links](account-settings/profile-and-preferences/5212619529-add-or-delete-links.md)
+- [Add or Edit Education Details Adding education details Editing education details Deleting an education entry](account-settings/profile-and-preferences/7393075509-add-or-edit-education-details.md)
+- [Profile and Preferences FAQs Change username Update personal details](account-settings/profile-and-preferences/4472358331-profile-and-preferences-faqs.md)
+- [Update Personal Details](account-settings/profile-and-preferences/2857822759-update-personal-details.md)
+## Additional Resources
+- [Best Practices for Receiving HackerRank Emails Check your spam, junk, or promotions folder Add HackerRank to your contacts Verify mailbox storage](additional-resources/4438598153-best-practices-for-receiving-hackerrank-emails.md)
+- [General FAQs](additional-resources/4609107971-general-faqs.md)
+- [Notification](additional-resources/4745765442-notification.md)
+- [Troubleshooting Login Issues Issue 1: Invalid credentials Issue 2: Wrong login page Issue 3: Password or cache](additional-resources/4147773232-troubleshooting-login-issues.md)
+## Additional Resources / Job Search and Applications
+- [Create a Resume with Resume Builder](additional-resources/job-search-and-applications/9106957203-create-a-resume-with-resume-builder.md)
+- [Search and Apply for Jobs](additional-resources/job-search-and-applications/1560975739-search-for-jobs.md)
+- [Set Up HackerRank QuickApply](additional-resources/job-search-and-applications/7358354033-set-up-quick-apply.md)
+## Certifications
+- [Certifications FAQs](certifications/8941367927-certifications-faqs.md)
+- [Download Certificate](certifications/2077861863-download-certificate.md)
+- [Introduction to Certification](certifications/2563639100-introduction-to-certification.md)
+- [Obtain Role-Based or Skill-Based Certifications](certifications/9788355678-obtain-skill-based-certifications.md)
+## Contests
+- [Contests FAQs](contests/3733063247-contests-faqs.md)
+- [Create a Contest](contests/2437296876-create-a-contest.md)
+- [Introduction to Contests](contests/7535813777-introduction-to-contest.md)
+## Getting Started
+- [Introduction to HackerRank Community](getting-started/1995877061-introduction-to-hackerrank-community.md)
+## Mock Interviews
+- [AI Fluency Mock Interview Prerequisites Taking AI Fluency mock interview Ending an interview Feedback report Viewing previous attempts](mock-interviews/3796809491-ai-fluency-mock-interview.md)
+- [Behavioural Mock Interview Prerequisites Taking Behavioural mock interview Ending an interview Feedback report Viewing previous attempts](mock-interviews/5174727491-behavioural-mock-interview.md)
+- [Coding Mock Interview Available roles Prerequisites Taking Coding mock interview Ending an interview Feedback report Viewing previous attempts Best practices](mock-interviews/6795045456-coding-mock-interview.md)
+- [Introduction to Mock Interview Types of mock interviews Accessing mock interview](mock-interviews/8988753946-introduction-to-mock-interview.md)
+- [System Design Mock Interview Prerequisites Taking System Design mock interview Ending an Interview Feedback report Viewing previous attempts](mock-interviews/8813699799-take-a-system-design-mock-interview.md)
+- [Technical Screen Mock Interview Available roles Prerequisites Taking Technical Screen mock interview Ending an Interview Feedback report Viewing previous attempts](mock-interviews/5671120169-technical-screen-mock-interview.md)
+## Practice Coding Challenges
+- [Coding Challenges FAQs](practice-coding-challenges/1273631973-coding-challenges-faqs.md)
+- [Introduction to Coding Challenges](practice-coding-challenges/7845849982-introduction-to-challenges.md)
+## Prep Kits
+- [Introduction to Prep Kits Core components Access Prep Kits Available Prep Kits](prep-kits/1723224478-introduction-to-prep-kits.md)
+## Subscriptions, Payments, and Billing
+- [Cancel Subscription Plan Cancellation options Cancelling subscription plan](subscriptions-payments-and-billing/6560545309-cancel-subscription-plan.md)
+- [Downgrade Subscription Plan Downgrade options Downgrading subscription plan](subscriptions-payments-and-billing/5432562533-downgrade-subscription-plan.md)
+- [HackerRank Subscription Plans Available plans](subscriptions-payments-and-billing/9054300007-hackerrank-subscription-plans.md)
+- [Purchase Mock Interview Credits](subscriptions-payments-and-billing/3282259518-purchase-mock-interviews.md)
+- [Subscriptions, Payments, and Billing FAQs Mock interviews Subscription plans](subscriptions-payments-and-billing/9157064719-payments-and-billing-faqs.md)
+- [Upgrade Subscription Plan Upgrade options Upgrading subscription plan](subscriptions-payments-and-billing/4312449655-upgrade-subscription-plan.md)
diff --git a/hackerrank/hackerrank_community/mock-interviews/3796809491-ai-fluency-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/3796809491-ai-fluency-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..deac6af084404e44c32a9d08026d71a5f55609f6
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/3796809491-ai-fluency-mock-interview.md
@@ -0,0 +1,178 @@
+---
+title: "AI Fluency Mock Interview Prerequisites Taking AI Fluency mock interview Ending an interview Feedback report Viewing previous attempts"
+title_slug: "ai-fluency-mock-interview-prerequisites-taking-ai-fluency-mock-interview-ending-an-interview-feedback-report-viewing-previous-attempts"
+source_url: "https://help.hackerrank.com/articles/3796809491-ai-fluency-mock-interview"
+article_slug: "3796809491-ai-fluency-mock-interview"
+last_updated_exact: "Apr 22, 2026, 10:59 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# AI Fluency Mock Interview Prerequisites Taking AI Fluency mock interview Ending an interview Feedback report Viewing previous attempts
+
+_Last updated: Apr 22, 2026, 10:59 AM (Last updated 4 days ago)_
+
+The AI Fluency mock interview uses an AI-powered, voice-based interviewer to conduct fully autonomous AI fluency interviews. The interview mirrors real-world interview structure and rigor. It provides structured, unbiased feedback to help you evaluate your performance.
+
+# Prerequisites
+
+Before you begin, ensure you have the following:
+
+- Stable internet connection
+
+- Working microphone
+
+- Quiet, distraction-free environment
+
+# Taking AI Fluency mock interview
+
+To take the AI Fluency Interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **AI Fluency** card under the **AI-powered Mock Interviews** section.
+
+ 
+
+4. Click **Take Interview**.
+
+5. Click **Start Interview**.
+
+ 
+
+ **Note:** Check the banner to confirm available mock interview attempts. If needed, purchase additional credits. For more information, refer to the [📄 Purchase Mock Interview Credits](/articles/3282259518).
+
+6. Allow the browser to access your camera and microphone when prompted.
+
+7. In the **Audio & Camera Settings**, review and adjust your microphone, speaker, and camera.
+
+ 
+
+ **Note:** Select **Test Speakers** to verify your audio.
+
+8. Click **Start Interview**. The system redirects you to the interview interface.
+
+## Interview experience
+
+At the start of the interview, the AI Interviewer:
+
+- Introduces the interview
+
+- Explains the interview flow
+
+- Describes the topics it will cover
+
+- Answers any questions before the interview begins
+
+During the interview, the AI Interviewer:
+
+- Asks questions related to AI concepts, use cases, and problem-solving.
+
+- Asks follow-up questions based on your responses
+
+- Explores topics in more depth when needed
+
+- Maintains a natural and interactive conversation
+
+You can view the remaining interview time in the upper-right corner of the screen.
+
+## Interview controls
+
+During the interview, you can use the following controls:
+
+- **Microphone:** Mute or unmute your microphone using the microphone icon.
+
+- **Self-view:** Show or hide your video using the video icon.
+
+- **Transcript:** Show or hide the interview transcript
+
+# Ending an interview
+
+When the interview concludes, the AI interviewer confirms that you are ready to end the session. The AI interviewer then ends the interview.
+
+Alternatively, you can end the interview manually.\
+To end the interview manually:
+
+1. Click **End interview** in the upper-right corner of the interview screen.
+
+ 
+
+2. In the confirmation dialog, click **End**.
+
+ 
+
+The system redirects you to the feedback report page.
+
+# Feedback report
+
+After you complete the interview, the system generates a feedback report.
+
+The report summarizes your AI interview and organizes evidence and feedback so you can quickly evaluate your performance.
+
+You can use the report to review recommendations, interview responses, and section-level feedback in one place.
+
+## Feedback report components
+
+The report includes the following components:
+
+- **Overall recommendation:** The report assigns an overall recommendation to summarize your performance across all interview sections.
+
+ 
+
+- **Overall summary:** A short summary explains the hiring recommendation. It highlights your key strengths and areas for improvement.
+
+ 
+
+- **Interview Recording and Transcript:** The report includes a full interview recording with a synchronized transcript.\
+ You can:
+
+ 
+
+ - Switch between recording and transcript views
+
+ - Play, pause, and scrub the timeline
+
+ - Adjust playback speed
+
+ - Review responses alongside timestamps and speaker labels
+
+- **Section-based feedback:** The report organizes feedback by interview section.\
+ Each section includes:
+
+ 
+
+ - A rating
+
+ - A short narrative that describes your performance in that area
+
+ - A transcript reference
+
+Use the section-based feedback to understand your strengths and gaps in detail.
+
+# Viewing previous attempts
+
+To view your previous AI Fluency mock interviews:
+
+1. Go to the **Prepare** tab.
+
+2. Locate the **AI Fluency** card under the **AI-powered Mock Interviews** section.
+
+3. Click **Take Interview**.
+
+4. Click **View Previous Interviews.**\
+ The **My Previous Mock Interviews** dialog displays a list of your previous mock interviews, including the date and score for each.
+
+ 
+
+
+
+1. Click **Show Feedback** next to an attempt to view the detailed feedback report.
+
+ 
+
+ \
+
+\
diff --git a/hackerrank/hackerrank_community/mock-interviews/5174727491-behavioural-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/5174727491-behavioural-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..3227162129759597c6e9709a148e4af6f30cbe8c
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/5174727491-behavioural-mock-interview.md
@@ -0,0 +1,176 @@
+---
+title: "Behavioural Mock Interview Prerequisites Taking Behavioural mock interview Ending an interview Feedback report Viewing previous attempts"
+title_slug: "behavioural-mock-interview-prerequisites-taking-behavioural-mock-interview-ending-an-interview-feedback-report-viewing-previous-attempts"
+source_url: "https://help.hackerrank.com/articles/5174727491-behavioural-mock-interview"
+article_slug: "5174727491-behavioural-mock-interview"
+last_updated_exact: "Apr 22, 2026, 10:58 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# Behavioural Mock Interview Prerequisites Taking Behavioural mock interview Ending an interview Feedback report Viewing previous attempts
+
+_Last updated: Apr 22, 2026, 10:58 AM (Last updated 4 days ago)_
+
+The Behavioral mock interview uses an AI-powered, voice-based interviewer to conduct fully autonomous behavioral interviews. The interview mirrors real-world interview structure and rigor. It provides structured, unbiased feedback to help you evaluate your performance.
+
+# Prerequisites
+
+Before you begin, ensure you have the following:
+
+- Stable internet connection
+
+- Working microphone
+
+- Quiet, distraction-free environment
+
+# Taking Behavioural mock interview
+
+To take the Behavioural Interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **Behavioural** card under the **AI-powered Mock Interviews** section.
+
+ 
+
+4. Click **Take Interview**.
+
+5. Click **Start Interview**.
+
+ 
+
+ **Note:** Check the banner to confirm available mock interview attempts. If needed, purchase additional credits. For more information, refer to the 📄 [Purchase Mock Interview Credits](https://help.hackerrank.com/articles/3282259518).
+
+6. Allow the browser to access your camera and microphone when prompted.
+
+7. In the **Audio & Camera Settings**, review and adjust your microphone, speaker, and camera.
+
+ 
+
+ **Note:** Select **Test Speakers** to verify your audio.
+
+8. Click **Start Interview**. The system redirects you to the interview interface.
+
+## Interview experience
+
+At the start of the interview, the AI Interviewer:
+
+- Introduces the interview
+
+- Explains the interview flow
+
+- Describes the topics it will cover
+
+- Answers any questions before the interview begins
+
+During the interview, the AI Interviewer:
+
+- Asks questions about your past experiences.
+
+- Asks follow-up questions based on your responses
+
+- Explores topics in more depth when needed
+
+- Maintains a natural and interactive conversation
+
+You can structure your responses using the Situation, Task, Action, Result (STAR) method. You can view the remaining interview time in the upper-right corner of the screen.
+
+## Interview controls
+
+During the interview, you can use the following controls:
+
+- **Microphone:** Mute or unmute your microphone using the microphone icon.
+
+- **Self-view:** Show or hide your video using the video icon.
+
+- **Transcript:** Show or hide the interview transcript
+
+# Ending an interview
+
+When the interview concludes, the AI interviewer confirms that you are ready to end the session. The AI interviewer then ends the interview.
+
+Alternatively, you can end the interview manually.\
+To end the interview manually:
+
+1. Click **End interview** in the upper-right corner of the interview screen.
+
+ 
+
+2. In the confirmation dialog, click **End**.
+
+ 
+
+The system redirects you to the feedback report page.
+
+# Feedback report
+
+After you complete the interview, the system generates a feedback report.
+
+The report summarizes your AI interview and organizes evidence and feedback so you can quickly evaluate your performance.
+
+You can use the report to review recommendations, interview responses, and section-level feedback in one place.
+
+## Feedback report components
+
+The report includes the following components:
+
+- **Overall recommendation:** The report assigns an overall recommendation to summarize your performance across all interview sections.
+
+ 
+
+- **Overall summary:** A short summary explains the hiring recommendation. It highlights your key strengths and areas for improvement.
+
+ 
+
+- **Interview Recording and Transcript:** The report includes a full interview recording with a synchronized transcript.\
+ You can:
+
+ 
+
+ - Switch between recording and transcript views
+
+ - Play, pause, and scrub the timeline
+
+ - Adjust playback speed
+
+ - Review responses alongside timestamps and speaker labels
+
+- **Section-based feedback:** The report organizes feedback by interview section.\
+ Each section includes:
+
+ 
+
+ - A rating (Strong, Moderate, or Weak)
+
+ - A short narrative that describes your performance in that area
+
+ - A transcript reference
+
+Use the section-based feedback to understand your strengths and gaps in detail.
+
+# Viewing previous attempts
+
+To view your previous Behavioral mock interviews:
+
+1. Go to the **Prepare** tab.
+
+2. Locate the **Behavioral** card under the **AI-powered Mock Interviews** section.
+
+3. Click **Take Interview**.
+
+4. Click **View Previous Interviews.**\
+ The **My Previous Mock Interviews** dialog displays a list of your previous mock interviews, including the date and score for each.
+
+ 
+
+
+
+1. Click **Show Feedback** next to an attempt to view the detailed feedback report.
+
+ 
+
+\
diff --git a/hackerrank/hackerrank_community/mock-interviews/5671120169-technical-screen-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/5671120169-technical-screen-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..d9aabe0a6ff4adeb837c16de1a7aa3e9dd74e638
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/5671120169-technical-screen-mock-interview.md
@@ -0,0 +1,210 @@
+---
+title: "Technical Screen Mock Interview Available roles Prerequisites Taking Technical Screen mock interview Ending an Interview Feedback report Viewing previous attempts"
+title_slug: "technical-screen-mock-interview-available-roles-prerequisites-taking-technical-screen-mock-interview-ending-an-interview-feedback-report-viewing-previous-attempts"
+source_url: "https://help.hackerrank.com/articles/5671120169-technical-screen-mock-interview"
+article_slug: "5671120169-technical-screen-mock-interview"
+last_updated_exact: "Feb 19, 2026, 2:19 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# Technical Screen Mock Interview Available roles Prerequisites Taking Technical Screen mock interview Ending an Interview Feedback report Viewing previous attempts
+
+_Last updated: Feb 19, 2026, 2:19 PM (Last updated 2 months ago)_
+
+The Technical Screen mock interview uses an AI-powered, voice-based interviewer to conduct fully autonomous interviews for technical and non-technical roles.
+
+The interview mirrors real-world interview structure and rigor. It provides structured, unbiased feedback to help you evaluate your performance.
+
+# Available roles
+
+You can take a Technical Screen mock interview for the following roles:
+
+- Software Engineer
+
+- Frontend Developer
+
+- Backend Developer
+
+- AI Engineer
+
+- Forward Deployed Engineer
+
+- Custom Role
+
+**Note:** If you select **Custom Role**, you can paste a job description. The system generates an interview tailored to that role.
+
+# Prerequisites
+
+Before you begin, ensure you have the following:
+
+- Stable internet connection
+
+- Working microphone
+
+- Quiet, distraction-free environment
+
+**Note:** Block at least 30 minutes of uninterrupted time to complete the mock interview successfully.
+
+# Taking Technical Screen mock interview
+
+To take the Technical Screen Interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **Technical Screen** card under the **AI-powered Mock Interviews** section.
+
+ 
+
+4. Click **Take Interview**.
+
+5. Click **Start Interview**.
+
+ 
+
+ **Note:** Check the banner to confirm available mock interview attempts. If needed, purchase additional credits. For more information, refer to the 📄 [Purchase Mock Interview Credits](https://help.hackerrank.com/articles/3282259518).
+
+6. In the **Choose Your Mock Interview Experience** dialog, select one of the following options:
+
+ 
+
+ - Predefined role:
+
+ 1. Select a predefined role. For example, Software Engineer, AI Engineer or Forward Deployed Engineer.
+
+ 2. Click **Continue**.
+
+ - Custom role:
+
+ 1. Select **Custom Role**.
+
+ 2. Paste the job description in the text box.
+
+ 3. Click **Continue**.
+
+7. Allow the browser to access your camera and microphone when prompted.
+
+8. In the **Audio & Camera Settings**, review and adjust your microphone, speaker, and camera.
+
+ 
+
+ **Note:** Select **Test Speakers** to verify your audio.
+
+9. Click **Start Interview**. The system redirects you to the interview interface.
+
+## Interview experience
+
+At the start of the interview, the AI Interviewer:
+
+- Introduces the interview
+
+- Explains the interview flow
+
+- Describes the topics you will discuss
+
+- Answers any questions you have before the interview begins
+
+During the interview, the AI Interviewer keeps the conversation natural and interactive. It:
+
+- Asks follow-up questions based on your responses
+
+- Explores topics in more depth when needed
+
+You can view the remaining interview time in the upper-right corner of the screen.
+
+## Interview controls
+
+During the interview, you can use the following controls:
+
+- **Microphone:** Mute or unmute your microphone using the microphone icon.
+
+- **Self-view:** Show or hide your video using the video icon.
+
+# Ending an Interview
+
+When the interview concludes, the AI interviewer confirms that you are ready to end the session. The AI interviewer then ends the interview.
+
+Alternatively, you can end the interview manually.\
+To end the interview manually:
+
+1. Click **End interview** in the upper-right corner of the interview screen.
+
+ 
+
+2. In the confirmation dialog, click **End**.
+
+ 
+
+The system redirects you to the feedback report page.
+
+# Feedback report
+
+After you complete the interview, the system generates a feedback report.
+
+The report summarizes your AI interview and organizes evidence and feedback so you can quickly evaluate your performance.
+
+You can use the report to review recommendations, interview responses, and section-level feedback in one place.
+
+## Feedback report components
+
+The report includes the following components:
+
+- **Overall recommendation:** The report assigns an overall rating, such as Strong Fit, Moderate Fit, or Weak Fit, to summarize your performance across all interview sections.
+
+ 
+
+- **Overall summary:** A short summary explains the hiring recommendation. It highlights your key strengths and areas for improvement.
+
+ 
+
+- **Interview Recording and Transcript:** The report includes a full interview recording with a synchronized transcript.\
+ You can:
+
+ 
+
+ - Switch between recording and transcript views
+
+ - Play, pause, and scrub the timeline
+
+ - Adjust playback speed
+
+ - Review responses alongside timestamps and speaker labels
+
+- **Section-based feedback:** The report organizes feedback by interview section.\
+ Each section includes:
+
+ 
+
+ - A rating (Strong, Moderate, or Weak)
+
+ - A short narrative that describes your performance in that area
+
+ - A transcript reference
+
+Use the section-based feedback to understand your strengths and gaps in detail.
+
+# Viewing previous attempts
+
+To view your previous Technical Screen mock interviews:
+
+1. Go to the **Prepare** tab.
+
+2. Locate the **Technical Screen** card under the **AI-powered Mock Interviews** section.
+
+3. Click **Take Interview**.
+
+4. Click **View Previous Interviews.**\
+ The **My Previous Mock Interviews** dialog displays a list of your previous mock interviews, including the date and score for each.
+
+ 
+
+5. Click **Show Feedback** next to an attempt to view the detailed feedback report.
+
+ 
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/mock-interviews/6795045456-coding-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/6795045456-coding-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..ad200fa0c3a5d72366724f4068af50e29353ff5e
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/6795045456-coding-mock-interview.md
@@ -0,0 +1,282 @@
+---
+title: "Coding Mock Interview Available roles Prerequisites Taking Coding mock interview Ending an interview Feedback report Viewing previous attempts Best practices"
+title_slug: "coding-mock-interview-available-roles-prerequisites-taking-coding-mock-interview-ending-an-interview-feedback-report-viewing-previous-attempts-best-practices"
+source_url: "https://help.hackerrank.com/articles/6795045456-coding-mock-interview"
+article_slug: "6795045456-coding-mock-interview"
+last_updated_exact: "Feb 19, 2026, 2:26 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# Coding Mock Interview Available roles Prerequisites Taking Coding mock interview Ending an interview Feedback report Viewing previous attempts Best practices
+
+_Last updated: Feb 19, 2026, 2:26 PM (Last updated 2 months ago)_
+
+The Coding mock interview uses an AI-powered interviewer to conduct a fully autonomous technical interview in a timed environment.\
+During the session, you can:
+
+- Solve coding problems.
+
+- Explain your approach.
+
+- Answer follow-up questions.
+
+- Interact with the AI interviewer in real time.
+
+After the session ends, you receive a structured, unbiased feedback report.
+
+**Note:** You cannot provide custom problems to the AI interviewer. Each Coding mock interview uses a predefined set of problems.
+
+# Available roles
+
+You can take a Coding mock interview for the following roles:
+
+- **Software Engineer:** Solve algorithm and data structure problems that evaluate problem-solving and coding skills.
+
+- **Front-end Developer:** Solve React, JavaScript, and CSS challenges that evaluate front-end development skills.
+
+- **Back-end Developer:** Solve Node.js, JavaScript, and Express challenges that evaluate back-end development skills.
+
+# Prerequisites
+
+Before you begin, ensure you have the following:
+
+- Stable internet connection
+
+- Working microphone (if you plan to use voice input)
+
+- Quiet, distraction-free environment
+
+**Note:** Block at least one hour of uninterrupted time to complete the mock interview successfully.
+
+# Taking Coding mock interview
+
+To take the Coding mock interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **Coding** card under the **AI-powered Mock Interviews** section.
+
+ 
+
+4. Click **Take Interview**.
+
+5. In the **Select a Role** dialog, select the role you want to take.
+
+ 
+
+6. Click **Start Interview**.
+
+ **Note:** Check the banner to confirm available mock interview attempts. If needed, purchase additional credits. For more information, see [📄 Purchase Mock Interview Credits](/articles/3282259518).
+
+ 
+
+7. In the confirmation dialog, click **Start Interview** again.
+
+ 
+
+The system redirects you to the interview interface.
+
+## Interview experience
+
+The AI interviewer guides you through the session in this sequence:
+
+1. Asks introductory questions.
+
+2. Presents a role-specific coding task.
+
+3. Allows you to ask clarifying questions at any time.
+
+4. Asks follow-up questions based on your solution and approach.
+
+You can continue interacting with the AI throughout the session.
+
+## Interview interface and controls
+
+The interview interface includes:
+
+- **Center panel**: Displays chat panel with the AI interviewer.
+
+ 
+
+- **Top-right corner**: Shows a countdown timer, theme toggle (light/dark mode), and the **End Interview** button.
+
+You can respond using one of the following input methods:
+
+- **Text input**
+
+ 1. Type your response in the input field.
+
+ 2. Press **Enter** or click **Send** to submit.
+
+- **Speech input**
+
+ 1. Click the microphone icon to start recording.
+
+ 2. Click the icon again to stop recording.
+
+ 3. Review the transcript and press **Enter** or click **Send** to submit.
+
+## Using code editor
+
+To start coding, click **Open Code Editor**.
+
+
+
+The editor layout varies based on the role you choose.
+
+### Software Engineer
+
+The screen displays two panels:
+
+
+
+- **Left panel**: Chat panel for interacting with the AI interviewer.
+
+- **Right panel**: VS Code–style editor to write and test your code.
+
+You can adjust panel sizes to fit your preferences.
+
+In the code editor, you can:
+
+- Choose a programming language from the **Language** dropdown (for example, Java or C++).
+
+ 
+
+- Change the editor theme (Light, Dark, or High Contrast).
+
+- Customize editor settings:
+
+ 
+
+ - Editor mode (Normal, Vim, or Emacs)
+
+ - Tab spacing (2, 4, or 8 spaces)
+
+ - Autocomplete (enabled or disabled)
+
+**Note:**
+
+- Click the reset button to revert your code to the original problem state.
+
+- Uploading a file will replace the existing code in your editor. A confirmation message appears before the change is applied.
+
+- Use **Test against custom input** to enter and run your own test data.
+
+### Front-end Developer
+
+The screen displays three panels:
+
+
+
+- **Left panel**: Chat panel for interacting with the AI interviewer.
+
+- **Center panel**: VS Code–style editor for modifying files
+
+- **Right panel**: Live preview of your application.
+
+You can adjust panel sizes to fit your preferences.
+
+### Back-end Developer
+
+The screen displays three panels:
+
+
+
+- **Left panel**: Chat panel for interacting with the AI interviewer.
+
+- **Center panel**: VS Code–style editor for modifying files
+
+- **Right panel**: Live preview of your application.
+
+You can adjust panel sizes to fit your preferences.
+
+## Testing and submitting code
+
+After writing your solution:
+
+1. Click **Run Code** to validate your code.
+
+ 
+
+2. Review the test results in the preview panel on the right. If any test cases fail, the AI interviewer may prompt you to review specific parts of your code. It may also provide hints to help you troubleshoot.
+
+3. Once all tests pass, click **Submit Code**. The AI interviewer may ask follow-up questions about your solution, your approach, or related problem-solving concepts to assess your understanding.
+
+# Ending an interview
+
+The interview ends when:
+
+- The 60-minute timer expires
+
+- You click **End Interview** button
+
+- The AI interviewer ends the session after completing the interview
+
+# Feedback report
+
+When the interview ends, the system replaces the code editor with a feedback screen. The feedback report evaluates:
+
+
+
+- Code quality
+
+- Problem-solving skills
+
+- Technical communication
+
+- Language proficiency
+
+You can use this feedback to identify areas for improvement. You can continue interacting with the AI interviewer for 15 minutes after the interview ends to:
+
+- Clarify feedback
+
+- Ask follow-up questions
+
+- Request improvement tips
+
+After 15 minutes, the interaction closes automatically.
+
+**Note**:
+
+If you need to end the interview early:
+
+
+
+- Click **Reattempt Later** to attempt the interview again later.
+
+- Click **End Anyway** to permanently end the session.
+
+# Viewing previous attempts
+
+To view your previous Coding mock interviews:
+
+1. Go to the **Prepare** tab.
+
+2. Locate the **Coding** card under the **AI-powered Mock Interviews** section.
+
+3. Click **Take Interview**.
+
+4. Click **View Previous Interviews.**\
+ The **My Previous Mock Interviews** dialog displays a list of your previous mock interviews, including the date and score for each.
+
+ 
+
+5. Click **Show Feedback** next to an attempt to view the feedback report.
+
+ 
+
+# Best practices
+
+- Monitor the countdown timer. It turns red as time runs out.
+
+- Ask the interviewer clarifying questions if something is unclear.
+
+- Add comments to your code to improve readability and make debugging easier.
+
+- Stay calm and approach the problem one step at a time.
+
+\
diff --git a/hackerrank/hackerrank_community/mock-interviews/8813699799-take-a-system-design-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/8813699799-take-a-system-design-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..055ea5ff87004bc28735a8ed04f917f368cbbe66
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/8813699799-take-a-system-design-mock-interview.md
@@ -0,0 +1,233 @@
+---
+title: "System Design Mock Interview Prerequisites Taking System Design mock interview Ending an Interview Feedback report Viewing previous attempts"
+title_slug: "system-design-mock-interview-prerequisites-taking-system-design-mock-interview-ending-an-interview-feedback-report-viewing-previous-attempts"
+source_url: "https://help.hackerrank.com/articles/8813699799-take-a-system-design-mock-interview"
+article_slug: "8813699799-take-a-system-design-mock-interview"
+last_updated_exact: "Apr 22, 2026, 10:56 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# System Design Mock Interview Prerequisites Taking System Design mock interview Ending an Interview Feedback report Viewing previous attempts
+
+_Last updated: Apr 22, 2026, 10:56 AM (Last updated 4 days ago)_
+
+The System Design Mock Interview is an AI-powered simulation of a real-world system design interview. It provides a timed environment to help you improve your design thinking skills and prepare for real interviews.
+
+# Prerequisites
+
+Before you begin, ensure you have the following:
+
+- Stable internet connection
+
+- Working microphone
+
+- Quiet, distraction-free environment
+
+# Taking System Design mock interview
+
+To take the System Design Interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **System Design** card under the **AI-powered Mock Interviews** section.
+
+ 
+
+4. Click **Take Interview**.
+
+5. Click **Start Interview**.
+
+ **Note:** Check the banner to confirm available mock interview attempts. If needed, purchase additional credits. For more information, refer to the [📄 Purchase Mock Interview Credits](/articles/3282259518).
+
+ 
+
+6. Allow the browser to access your camera and microphone when prompted.
+
+7. In the **Audio & Camera Settings**, review and adjust your microphone, speaker, and camera.
+
+ 
+
+ **Note:** Select **Test Speakers** to verify your audio.
+
+8. Click **Start Interview**. The system redirects you to the interview interface.
+
+## Interview experience
+
+At the start of the interview, the AI Interviewer:
+
+- Introduces the interview
+
+- Explains the interview flow
+
+- Describes the topics it will cover
+
+- Answers any questions before the interview begins
+
+During the interview, the AI Interviewer:
+
+- Asks questions related to system design topics
+
+- Asks follow-up questions based on your responses
+
+- Explores topics in more depth when needed
+
+- Maintains a natural and interactive conversation
+
+You can explain your design approach step by step and use the whiteboard to visually present your system. For more information, see [Using Whiteboard](https://help.hackerrank.com/articles/8813699799-take-a-system-design-mock-interview#using-whiteboard).
+
+You can view the remaining interview time in the upper-right corner of the screen.
+
+## Interview controls
+
+During the interview, you can use the following controls:
+
+- **Microphone:** Mute or unmute your microphone using the microphone icon.
+
+- **Self-view:** Show or hide your video using the video icon.
+
+- **Transcript:** Show or hide the interview transcript
+
+## Using Whiteboard
+
+You can use the Whiteboard to communicate your system design during the mock interview.
+
+
+
+The Whiteboard includes the following sections:
+
+- **Functional and Non-Functional Requirements:** Capture system behavior and constraints
+
+- **API Routes:** Outline how users or services interact with the system
+
+- **Database Schema:** Represent data entities and relationships
+
+- **High-Level Design:** Show the overall system architecture
+
+These sections help you organize your design. Use the toolbar to build and present your solution. For more information, see [Whiteboard components and tools](https://help.hackerrank.com/articles/8813699799-take-a-system-design-mock-interview#whiteboard-components-and-tools).
+
+### Whiteboard components and tools
+
+The virtual whiteboard includes the following components and tools.
+
+
+
+- **Canvas controls**
+
+ - Sketch and annotate without space limitations.
+
+ - Scroll through the canvas to continue drawing seamlessly.
+
+ - Use the **+** and **–** icons in the bottom-left corner to zoom in and out.
+
+ - Use the arrows to undo and redo your designs
+
+- **Drawing tools:** The toolbar at the top of the whiteboard includes:
+
+ - **Selection tool:** Select and move shapes or drawings. Drag handles around shapes to resize selected shapes. Press the Delete key on your keyboard to remove selected elements.
+
+ - **Shapes library:** Insert common shapes such as squares, diamonds, and circles.
+
+ - **Arrow tool:** Add directional arrows to diagrams.
+
+ - **Line tool:** Draw straight lines for connections or boundaries.
+
+ - **Pen tool:** Draw freehand sketches.
+
+ - **Text tool (A):** Add labels, notes, or annotations.
+
+**Note**: When you select the Shapes or Text tool, use **Hover for more options** on the right side of the canvas to access additional options, such as stroke, font size, alignment, opacity, and layers.
+
+
+
+# Ending an Interview
+
+When the interview concludes, the AI interviewer confirms that you are ready to end the session. The AI interviewer then ends the interview.
+
+Alternatively, you can end the interview manually.\
+To end the interview manually:
+
+1. Click **End interview** in the upper-right corner of the interview screen.
+
+ 
+
+2. In the confirmation dialog, click **End**.
+
+ 
+
+The system redirects you to the feedback report page.
+
+# Feedback report
+
+After you complete the interview, the system generates a feedback report.
+
+The report summarizes your AI interview and organizes evidence and feedback so you can quickly evaluate your performance.
+
+You can use the report to review recommendations, interview responses, and section-level feedback in one place.
+
+## Feedback report components
+
+The report includes the following components:
+
+- **Overall Rating**: The report assigns an overall rating on a 5-point scale to summarize your performance across all interview sections.
+
+ 
+
+- **Audio Transcripts**: The report includes a full interview recording that lets you:
+
+ 
+
+ - Play, pause, and scrub the timeline
+
+ - Adjust playback speed
+
+- **Chat Transcripts**: The full interview chat transcript appears in the left pane.
+
+ **Note**: You can continue interacting with the AI interviewer for 15 minutes after the interview ends. You can:
+
+ 
+
+ - Clarify feedback
+
+ - Ask follow-up questions
+
+ - Request improvement tips
+
+ After 15 minutes, the interaction closes automatically.
+
+- **Section-based feedback:** The report organizes feedback by interview section.\
+ Each section includes:
+
+ 
+
+ - A rating on a 5-point scale
+
+ - A short narrative that describes your performance in that area
+
+Use the section-based feedback to understand your strengths and gaps in detail.
+
+# Viewing previous attempts
+
+To view your previous System Design mock interviews:
+
+1. Go to the **Prepare** tab.
+
+2. Locate the **System Design** card under the **AI-powered Mock Interviews** section.
+
+3. Click **Take Interview**.
+
+4. Click **View Previous Interviews.**\
+ The **My Previous Mock Interviews** dialog displays a list of your previous mock interviews, including the date and score for each.
+
+ 
+
+5. Click **Show Feedback** next to an attempt to view the detailed feedback report.
+
+ 
+
+ \
+
+\
diff --git a/hackerrank/hackerrank_community/mock-interviews/8988753946-introduction-to-mock-interview.md b/hackerrank/hackerrank_community/mock-interviews/8988753946-introduction-to-mock-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..5752b5b40a19a165426e4330dbaf986381e295c2
--- /dev/null
+++ b/hackerrank/hackerrank_community/mock-interviews/8988753946-introduction-to-mock-interview.md
@@ -0,0 +1,57 @@
+---
+title: "Introduction to Mock Interview Types of mock interviews Accessing mock interview"
+title_slug: "introduction-to-mock-interview-types-of-mock-interviews-accessing-mock-interview"
+source_url: "https://help.hackerrank.com/articles/8988753946-introduction-to-mock-interview"
+article_slug: "8988753946-introduction-to-mock-interview"
+last_updated_exact: "Apr 22, 2026, 10:59 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Mock Interviews"
+---
+
+# Introduction to Mock Interview Types of mock interviews Accessing mock interview
+
+_Last updated: Apr 22, 2026, 10:59 AM (Last updated 4 days ago)_
+
+HackerRank Community offers AI-powered mock interviews that simulate real-world technical job interviews and provide immediate feedback on your performance.
+
+Mock interviews support:
+
+- Voice-based interaction
+
+- Chat-based interaction
+
+# Types of mock interviews
+
+HackerRank Community offers the following AI-powered mock interview types:
+
+- [📄 Technical Screen Mock Interview](/articles/5671120169)
+ \
+- [📄 Coding Mock Interview](/articles/6795045456)
+ \
+- [📄 System Design Mock Interview](/articles/8813699799)
+ \
+- [📄 Behavioural Mock Interview](/articles/5174727491)
+ \
+- [📄 AI Fluency Mock Interview](/articles/3796809491)
+ \
+
+# Accessing mock interview
+
+To access a mock interview:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Locate the **AI-powered Mock Interviews** section.
+
+ 
+
+HackerRank Community includes the following free mock interviews:
+
+- One **Software Engineer** mock interview under **Coding**
+
+- One **Technical Screen** mock interview
+
+You can take each free mock interview once. To access other mock interviews, you must purchase credits. For more information, see [](https://help.hackerrank.com/articles/3282259518) [📄 Purchase Mock Interview Credits](/articles/3282259518).
diff --git a/hackerrank/hackerrank_community/practice-coding-challenges/1273631973-coding-challenges-faqs.md b/hackerrank/hackerrank_community/practice-coding-challenges/1273631973-coding-challenges-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..c1c53426fa020d3c5b9aff970f65195fe29b8ba3
--- /dev/null
+++ b/hackerrank/hackerrank_community/practice-coding-challenges/1273631973-coding-challenges-faqs.md
@@ -0,0 +1,46 @@
+---
+title: "Coding Challenges FAQs"
+title_slug: "coding-challenges-faqs"
+source_url: "https://help.hackerrank.com/articles/1273631973-coding-challenges-faqs"
+article_slug: "1273631973-coding-challenges-faqs"
+last_updated_exact: "Nov 12, 2025, 4:32 PM"
+last_updated_relative: "Last updated 5 months ago"
+breadcrumbs:
+ - "Practice Coding Challenges"
+---
+
+# Coding Challenges FAQs
+
+_Last updated: Nov 12, 2025, 4:32 PM (Last updated 5 months ago)_
+
+**How does scoring work? **
+
+Refer to the [Scoring](https://www.hackerrank.com/scoring) Documentation.
+
+**What should I do if my challenges do not load or show an infinite Processing message?**
+
+1. Close the challenge window, then reopen it using the same challenge link.
+
+2. Open the challenge in another supported browser, such as the latest versions of Chrome, Firefox, or Edge, for full compatibility.
+
+3. Ensure your internet connection is stable.
+
+**Why do I not see my challenge results?**
+
+If you do not see challenge results, follow these steps:
+
+1. Wait for the challenge results to process. Challenge results usually appear shortly after you submit a solution. Once the system evaluates your submission, you can see your points, badges, and rank in the upper-right corner of the challenge page.
+
+2. Check the leaderboard. Leaderboards may take time to refresh. If your result does not appear immediately, it may still be processing.
+
+3. Confirm you are using the correct account. Log in to the **same HackerRank Community account** you used to participate in the challenge. Results do not appear across different accounts.
+
+4. Contact HackerRank support at [help@hackerrank.com](mailto:help@hackerrank.com) if you are still facing an issue with challenge results.
+
+**Note:** If you take part in a company-sponsored challenge, HackerRank does not display the results. The company that hosts the challenge contacts you directly with the results or next steps.
+
+**Can I view the output of my code in coding questions?**
+
+Yes. Use the **Run Code** button in the built-in editor to test your program and view the output before submitting your solution.
+
+\
diff --git a/hackerrank/hackerrank_community/practice-coding-challenges/7845849982-introduction-to-challenges.md b/hackerrank/hackerrank_community/practice-coding-challenges/7845849982-introduction-to-challenges.md
new file mode 100644
index 0000000000000000000000000000000000000000..ff6db66a57da9bbf009a212b130d9a237ed6fe0a
--- /dev/null
+++ b/hackerrank/hackerrank_community/practice-coding-challenges/7845849982-introduction-to-challenges.md
@@ -0,0 +1,68 @@
+---
+title: "Introduction to Coding Challenges"
+title_slug: "introduction-to-coding-challenges"
+source_url: "https://help.hackerrank.com/articles/7845849982-introduction-to-challenges"
+article_slug: "7845849982-introduction-to-challenges"
+last_updated_exact: "Mar 5, 2025, 3:04 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Practice Coding Challenges"
+---
+
+# Introduction to Coding Challenges
+
+_Last updated: Mar 5, 2025, 3:04 PM (Last updated 1 year ago)_
+
+The **Prepare by Topics** section in the HackerRank Community provides a structured approach to practice coding challenges categorized by programming language and concept. It enables developers to enhance their skills by effectively concentrating on specific programming languages and concepts.
+
+## Accessing coding challenges
+
+To access coding challenges:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab.
+
+3. Scroll to the **Prepare by Topics** section.
+
+4. Select a topic to practice available challenges (For example, Mathematics, Artificial Intelligence, Python).
+
+ 
+
+## Available skills and topics
+
+The **Prepare by Topic** section provides practice coding challenges in the following areas:
+
+- Programming languages and frameworks
+
+ - C
+
+ - C++
+
+ - Java
+
+ - Python
+
+ - Ruby
+
+ - React
+
+ - SQL
+
+- Language-agnostic skills
+
+ - Algorithms
+
+ - Data Structures
+
+ - Mathematics
+
+ - Artificial Intelligence
+
+ - Functional Programming
+
+ - Regex
+
+ - Linux Shell
+
+\
diff --git a/hackerrank/hackerrank_community/prep-kits/1723224478-introduction-to-prep-kits.md b/hackerrank/hackerrank_community/prep-kits/1723224478-introduction-to-prep-kits.md
new file mode 100644
index 0000000000000000000000000000000000000000..8874fbfbd64f64adba32a8dca195e9e0d4b91747
--- /dev/null
+++ b/hackerrank/hackerrank_community/prep-kits/1723224478-introduction-to-prep-kits.md
@@ -0,0 +1,72 @@
+---
+title: "Introduction to Prep Kits Core components Access Prep Kits Available Prep Kits"
+title_slug: "introduction-to-prep-kits-core-components-access-prep-kits-available-prep-kits"
+source_url: "https://help.hackerrank.com/articles/1723224478-introduction-to-prep-kits"
+article_slug: "1723224478-introduction-to-prep-kits"
+last_updated_exact: "Nov 12, 2025, 4:04 PM"
+last_updated_relative: "Last updated 5 months ago"
+breadcrumbs:
+ - "Prep Kits"
+---
+
+# Introduction to Prep Kits Core components Access Prep Kits Available Prep Kits
+
+_Last updated: Nov 12, 2025, 4:04 PM (Last updated 5 months ago)_
+
+The Prep Kit is a structured, end-to-end preparation suite that helps job seekers get interview-ready. It mirrors the actual hiring process and includes guided practice, realistic assessments, AI-powered interview simulations, and role-specific certifications.
+
+# Core components
+
+Each Prep Kit offers the following components:
+
+- **Practice Challenges:** Solve curated, role-specific problems with support from the built-in AI Tutor to guide your learning.
+
+- **Mock Tests:** Take timed, auto-evaluated assessments that closely reflect real HackerRank screening tests. Get **personalized reports** to track your performance and improvement areas. HackerRank flags your Mock Test for plagiarism if your activity indicates an integrity violation.
+
+ **Note:** Avoid the following integrity violation during the test:
+
+ - Switching between browser tabs or windows.
+
+ - Copying and pasting code or text.
+
+ - Resizing or minimizing the test window.
+
+- **Mock Interviews:** Experience realistic interviews led by an AI Interviewer. It asks follow-up questions, challenges your thinking, and gives detailed feedback at the end. For more information on Mock Interview, see [📄 Introduction to Mock Interview](/articles/8988753946).
+
+- **Role Certification:** Complete a final structured assessment to earn a certification for your chosen role. You can share the verified certificate with recruiters or social channels such as LinkedIn. For more information on Role Certification, see [📄 Introduction to Certification](/articles/2563639100).
+
+# Access Prep Kits
+
+To access the Prep Kits:
+
+1. Log in to the [HackerRank Community](https://www.hackerrank.com/dashboard) using your credentials.
+
+2. Go to **Prepare \> Prep Kits.**
+
+# Available Prep Kits
+
+HackerRank currently offers the Software Engineer Prep Kit.
+
+## Software Engineer Prep Kit
+
+The Software Engineer Prep Kit includes the following resources:
+
+
+
+- Practice Challenges in data structures and algorithms, with step-by-step guidance from the AI Tutor.
+
+- Mock Tests modeled on real-world coding assessments.
+
+- Two AI-powered Mock Interviews:
+
+ - A 60-minute coding interview.
+
+ - A 60-minute system design interview.
+
+ **Note:** You can purchase additional mock interviews à la carte. For more information, see [📄 Purchase Mock Interview Credits](/articles/3282259518).
+
+- Role Certification, a final assessment to validate your problem-solving skills and earn a shareable certification.
+
+**Note:** You can subscribe to **monthly** or **quarterly** plans based on your preparation needs. For more information, see [📄 HackerRank Subscription Plans](/articles/9054300007).
+
+\
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/3282259518-purchase-mock-interviews.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/3282259518-purchase-mock-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..a72c896e41ab46b481fa2c67f9e29764832c7d87
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/3282259518-purchase-mock-interviews.md
@@ -0,0 +1,45 @@
+---
+title: "Purchase Mock Interview Credits"
+title_slug: "purchase-mock-interview-credits"
+source_url: "https://help.hackerrank.com/articles/3282259518-purchase-mock-interviews"
+article_slug: "3282259518-purchase-mock-interviews"
+last_updated_exact: "Mar 24, 2025, 3:31 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# Purchase Mock Interview Credits
+
+_Last updated: Mar 24, 2025, 3:31 PM (Last updated 1 year ago)_
+
+HackerRank Community allows you to purchase mock interview credits to explore and practice different interview types. Once purchased, mock interview credits do not expire. You can attempt any type of mock interview with your purchase.
+
+## Purchasing credits
+
+To purchase mock interview credits:
+
+1. Log in to [HackerRank Community](https://www.hackerrank.com/auth/login) using your credentials.
+
+2. Go to the **Prepare** tab and locate **Mock Interviews for you** section
+
+3. Click **Buy Mock Interviews** on any of the listed mock interview cards.
+
+4. Choose the number of mock interviews you want to buy. You can view the total cost for each option.
+
+ 
+
+5. Click **Buy Now** to proceed to the payment gateway.\
+ Supported payment methods:
+
+ - Stripe (Available in all countries except India)
+
+ - Razorpay (Available in India)
+
+6. Enter your payment details and complete the transaction.
+
+7. Click **Pay** to complete your purchase.
+
+## Refund policy
+
+If you accidentally make a purchase or are not satisfied with your mock interview, contact [help@hackerrank.com](mailto:help@hackerrank.com). The support team will promptly review your request.
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/4312449655-upgrade-subscription-plan.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/4312449655-upgrade-subscription-plan.md
new file mode 100644
index 0000000000000000000000000000000000000000..3f7a9608d471d9ab69788fb306b4065ee1d1756b
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/4312449655-upgrade-subscription-plan.md
@@ -0,0 +1,97 @@
+---
+title: "Upgrade Subscription Plan Upgrade options Upgrading subscription plan"
+title_slug: "upgrade-subscription-plan-upgrade-options-upgrading-subscription-plan"
+source_url: "https://help.hackerrank.com/articles/4312449655-upgrade-subscription-plan"
+article_slug: "4312449655-upgrade-subscription-plan"
+last_updated_exact: "Feb 2, 2026, 12:53 PM"
+last_updated_relative: "Last updated 3 months ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# Upgrade Subscription Plan Upgrade options Upgrading subscription plan
+
+_Last updated: Feb 2, 2026, 12:53 PM (Last updated 3 months ago)_
+
+HackerRank assigns the **Basic** plan to all users by default. You can upgrade to the **Plus** or **Infinity** subscription plan at any time. For more information on available plans, see [📄 HackerRank Subscription Plans](/articles/9054300007).
+
+When you upgrade your subscription plan:
+
+- The upgrade takes effect immediately, and you gain instant access to the features of your new subscription.
+
+- If you already have an active subscription, HackerRank calculates the charge based on proration. For the rest of the cycle, you pay only the difference between the old and new plans.
+
+- Your next billing date remains the same.
+
+**Note:**
+
+**Proration formula:** (Days remaining in cycle ÷ Total days in cycle) × New plan price − (Days remaining in cycle ÷ Total days in cycle) × Old plan price.
+
+**Example:** Assume you are on the **Plus Monthly** plan (\$30/month) and upgrade to the **Infinity Monthly** plan (\$60/month) with 10 days remaining in your 30-day billing cycle.
+
+Applying the proration formula: (10 ÷ 30) × 60 − (10 ÷ 30) × 30 = 10
+
+You pay \$10 for the upgrade.
+
+If you upgrade from a non-Basic plan, HackerRank forfeits your previous credits. You immediately receive a full set of credits for your new subscription plan.
+
+**Note:** Credits are the entitlements included in your subscription. For example, three AI Mock Interviews per month, two Mock Tests per month with detailed performance reports.
+
+# Upgrade options
+
+The following upgrade paths are available based on your current subscription and billing cycle:
+
+**From Basic**
+
+- Basic → Plus Monthly
+
+- Basic → Plus Quarterly
+
+- Basic → Infinity Monthly
+
+- Basic → Infinity Quarterly
+
+**From Plus**
+
+- Plus Monthly → Plus Quarterly
+
+- Plus Monthly → Infinity Monthly
+
+- Plus Monthly → Infinity Quarterly
+
+- Plus Quarterly → Infinity Quarterly
+
+**From Infinity**
+
+- Infinity Monthly → Infinity Quarterly
+
+# Upgrading subscription plan
+
+To upgrade your subscription plan:
+
+
+
+1. Log in to your [HackerRank Community](https://www.hackerrank.com/auth/login) account using your credentials.
+
+2. Click the profile icon in the upper-right corner.
+
+3. Select **Plans** from the drop-down menu.
+
+4. Select the plan you want and click **Upgrade**.
+
+5. In the confirmation dialog, click **Accept & Continue** to proceed to the payment gateway.\
+ Supported payment methods:
+
+ - Stripe (Available in all countries except India)
+
+ - Razorpay (Available in India)
+
+
+
+1. Enter your payment details.
+
+2. Click **Pay** to complete your transaction.
+
+**Note:** HackerRank does not issue refunds for mid-cycle upgrades.
+
+\
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/5432562533-downgrade-subscription-plan.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/5432562533-downgrade-subscription-plan.md
new file mode 100644
index 0000000000000000000000000000000000000000..7c3dc0c6cf0431d7df8fa514375d97ac400c3df9
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/5432562533-downgrade-subscription-plan.md
@@ -0,0 +1,75 @@
+---
+title: "Downgrade Subscription Plan Downgrade options Downgrading subscription plan"
+title_slug: "downgrade-subscription-plan-downgrade-options-downgrading-subscription-plan"
+source_url: "https://help.hackerrank.com/articles/5432562533-downgrade-subscription-plan"
+article_slug: "5432562533-downgrade-subscription-plan"
+last_updated_exact: "Sep 18, 2025, 7:59 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# Downgrade Subscription Plan Downgrade options Downgrading subscription plan
+
+_Last updated: Sep 18, 2025, 7:59 PM (Last updated 7 months ago)_
+
+You can downgrade your subscription plan at any time.
+
+When you downgrade your subscription plan:
+
+- The downgrade takes effect at the start of the next billing cycle, and you receive a confirmation email with the effective date.
+
+- You continue to have access to your current plan features and credits (Entitlements included in your subscription) until the cycle ends.
+
+- At the start of the new cycle:
+
+ - Downgraded plan activates
+
+ - Resets the credits
+
+ - Unused credits from the previous plan expire
+
+ - Priority support remains available
+
+# Downgrade options
+
+The following downgrade paths are supported:
+
+**From Infinity Quarterly**
+
+- Infinity Quarterly → Infinity Monthly
+
+- Infinity Quarterly → Plus Quarterly
+
+- Infinity Quarterly → Plus Monthly
+
+**From Infinity Monthly**
+
+- Infinity Monthly → Plus Monthly
+
+- Infinity Monthly → Plus Quarterly
+
+**From Plus Quarterly**
+
+- Plus Quarterly → Plus Monthly
+
+# Downgrading subscription plan
+
+To downgrade your subscription plan:
+
+
+
+1. Log in to your [HackerRank Community](https://www.hackerrank.com/auth/login) account using your credentials.
+
+2. Click the profile icon in the upper-right corner.
+
+3. Select **Plans** from the drop-down menu.
+
+4. Select the plan you want to downgrade and click **Downgrade**.
+
+5. In the confirmation dialog, select a reason for downgrading and click **Proceed**.
+
+6. Click **Downgrade** to complete the process.\
+ \
+
+\
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/6560545309-cancel-subscription-plan.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/6560545309-cancel-subscription-plan.md
new file mode 100644
index 0000000000000000000000000000000000000000..429039b1dfb52bc216166bded3ec76580197be54
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/6560545309-cancel-subscription-plan.md
@@ -0,0 +1,68 @@
+---
+title: "Cancel Subscription Plan Cancellation options Cancelling subscription plan"
+title_slug: "cancel-subscription-plan-cancellation-options-cancelling-subscription-plan"
+source_url: "https://help.hackerrank.com/articles/6560545309-cancel-subscription-plan"
+article_slug: "6560545309-cancel-subscription-plan"
+last_updated_exact: "Sep 18, 2025, 8:00 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# Cancel Subscription Plan Cancellation options Cancelling subscription plan
+
+_Last updated: Sep 18, 2025, 8:00 PM (Last updated 7 months ago)_
+
+You can cancel your subscription at any time.
+
+When you cancel your subscription plan:
+
+- Cancellation takes effect at the end of the current billing cycle, and you receive a confirmation email with the cancellation date.
+
+- You continue to have access to your current plan features and credits (Entitlements included in your subscription) until the cycle ends.
+
+- At the end of the cycle:
+
+ - Your subscription ends, and your account reverts to the Basic plan.
+
+ - Any unused credits expire.
+
+ - Priority support is removed.
+
+# Cancellation options
+
+The following cancellation paths are supported:
+
+- Infinity Quarterly → Basic
+
+- Infinity Monthly → Basic
+
+- Plus Quarterly → Basic
+
+- Plus Monthly → Basic
+
+# Cancelling subscription plan
+
+To cancel your subscription plan:
+
+
+
+1. Log in to your [HackerRank Community](https://www.hackerrank.com/auth/login) account using your credentials.
+
+2. Click the profile icon in the upper-right corner.
+
+3. Select **Plans** from the drop-down menu.
+
+4. Click **Cancel Plan** under your current subscription.
+
+
+
+1. In the confirmation dialog, select a reason for cancellation and click **Proceed**.
+
+2. Click **Cancel Plan** to complete the process.
+
+**Note:** HackerRank does not issue refunds for voluntary cancellations. Refunds apply only to system-related issues or severe service disruptions.
+
+\
+
+\
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9054300007-hackerrank-subscription-plans.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9054300007-hackerrank-subscription-plans.md
new file mode 100644
index 0000000000000000000000000000000000000000..ee7b5f25d2004f37a31aec48fb182af519f2572d
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9054300007-hackerrank-subscription-plans.md
@@ -0,0 +1,72 @@
+---
+title: "HackerRank Subscription Plans Available plans"
+title_slug: "hackerrank-subscription-plans-available-plans"
+source_url: "https://help.hackerrank.com/articles/9054300007-hackerrank-subscription-plans"
+article_slug: "9054300007-hackerrank-subscription-plans"
+last_updated_exact: "Sep 18, 2025, 8:16 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# HackerRank Subscription Plans Available plans
+
+_Last updated: Sep 18, 2025, 8:16 PM (Last updated 7 months ago)_
+
+HackerRank subscription plans provide structured, flexible access to premium preparation tools for all experience levels, from beginners to advanced candidates aiming for top roles.
+
+# Available plans
+
+Each subscription plan includes a defined set of features and benefits to support your preparation needs.
+
+**Note:** You can subscribe **monthly** or **quarterly** and upgrade your plan at any time based on your preparation needs. To upgrade your subscription plan, see [📄 Upgrade Subscription Plan](/articles/4312449655).
+
+The following section describes the monthly plans:
+
+
+
+## Basic
+
+The Basic plan includes the following features:
+
+- One Coding AI Mock Interview
+
+- One Mock Test with a detailed performance report
+
+- AI Tutor access for two challenges
+
+**Note:** HackerRank assigns the Basic plan to all users by default.
+
+## Plus
+
+The Plus plan includes the following features:
+
+- Three AI Mock Interviews per month
+
+- Two Mock Tests per month with detailed performance reports
+
+- Unlimited access to the AI Tutor
+
+- Priority support
+
+## Infinity
+
+The Infinity plan includes the following features:
+
+- Full access to the AI Mock Interview question library
+
+- Full access to the Mock Test question library with detailed performance reports
+
+- Unlimited access to the AI Tutor
+
+- Priority support
+
+**Note:**
+
+- To downgrade your subscription plan, see [📄 Downgrade Subscription Plan](/articles/5432562533).
+
+- To cancel your subscription plan, see [📄 Cancel Subscription Plan](/articles/6560545309).
+
+- For more information on Mock Interviews, see [📄 Introduction to Mock Interview](/articles/8988753946).
+
+\
diff --git a/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9157064719-payments-and-billing-faqs.md b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9157064719-payments-and-billing-faqs.md
new file mode 100644
index 0000000000000000000000000000000000000000..bc25d59637d1fd7bcd544493207d994697578f64
--- /dev/null
+++ b/hackerrank/hackerrank_community/subscriptions-payments-and-billing/9157064719-payments-and-billing-faqs.md
@@ -0,0 +1,86 @@
+---
+title: "Subscriptions, Payments, and Billing FAQs Mock interviews Subscription plans"
+title_slug: "subscriptions-payments-and-billing-faqs-mock-interviews-subscription-plans"
+source_url: "https://help.hackerrank.com/articles/9157064719-payments-and-billing-faqs"
+article_slug: "9157064719-payments-and-billing-faqs"
+last_updated_exact: "Nov 12, 2025, 4:42 PM"
+last_updated_relative: "Last updated 5 months ago"
+breadcrumbs:
+ - "Subscriptions, Payments, and Billing"
+---
+
+# Subscriptions, Payments, and Billing FAQs Mock interviews Subscription plans
+
+_Last updated: Nov 12, 2025, 4:42 PM (Last updated 5 months ago)_
+
+# Mock interviews
+
+**What happens to my mock interview credits if I merge accounts?**
+
+Mock interview credits cannot be transferred and stay on the account where they were purchased. We recommend using them before merging accounts.
+
+**Can I update my payment method?**
+
+Yes. HackerRank does not store payment methods. When purchasing mock interview credits, you can select your preferred payment option in the Stripe or Razorpay pop-up.
+
+**What should I do if my payment fails?**
+
+Refresh the page and retry the payment. If any amount was deducted incorrectly, it will be refunded within 5–10 business days.
+
+**Can I use the mock interview credits multiple times? Does it have an expiry date?**
+
+Each mock interview uses one credit. You can use each credit only once. All credits are valid for one year from the date of purchase.
+
+**Where can I find my invoices?**
+
+You receive your invoices by email after each purchase.
+
+# Subscription plans
+
+**Can I purchase additional mock interviews separately?**
+
+Yes. You can purchase additional mock interviews à la carte. For more details, see [📄 Purchase Mock Interview Credits](/articles/3282259518).
+
+**Can I upgrade my subscription plan?**
+
+Yes. You can upgrade your subscription at any time based on your preparation needs. To upgrade your subscription, see [📄 Upgrade Subscription Plan](/articles/4312449655).
+
+**Can I upgrade from Basic directly to Infinity?**
+
+Yes. You can upgrade directly from **Basic** to **Infinity**. To upgrade your subscription, see [📄 Upgrade Subscription Plan](/articles/4312449655).
+
+**What are the billing options?**
+
+You can subscribe to a monthly or quarterly billing cycle.
+
+**How do I downgrade my subscription?**
+
+To downgrade your subscription, see [📄 Downgrade Subscription Plan](/articles/5432562533).
+
+**How do I cancel my subscription?**
+
+To cancel your subscription, see [📄 Cancel Subscription Plan](/articles/6560545309)
+
+\
+
+**What happens if I exceed my new plan’s limits during a downgrade transition?**
+
+You continue to have access to your current plan features and credits (Entitlements included in your subscription) until the cycle ends, even if your usage exceeds the new plan’s limits.
+
+**Do I get a refund when I upgrade mid-cycle?**
+
+No. You pay the prorated difference for the upgrade and gain immediate access to new features.
+
+**Can I change from monthly to quarterly billing without changing my plan tier?**
+
+Yes. HackerRank treats this as an upgrade. The change takes effect immediately with prorated billing.
+
+**What happens to my unused credits when I upgrade?**
+
+HackerRank forfeits all unused credits from your previous plan. You immediately receive the full credit allocation of your new plan.
+
+**What should I do if I accidentally click Start Test and lose a credit?**
+
+When you click **Start Test**, the system immediately records your attempt. However, you do not lose access to the test. You can return and continue from where you left off at any time.
+
+\
diff --git a/hackerrank/index.md b/hackerrank/index.md
new file mode 100644
index 0000000000000000000000000000000000000000..c1198633dabe50cbcf092f7ae1e310849e2eef2d
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+# HackerRank Knowledge Base
+
+Exported 394 articles.
+
+## Uncategorized
+- [Assessing Candidates on Prompt Engineering Skills](uncategorized/1231590424-assessing-candidates-on-prompt-engineering-skills.md)
+- [Browser Recommendations](uncategorized/5897755717-browser-recommendations.md)
+- [Execution Environment Coding and Database Front-End, Back-End, Full Stack, Mobile, Data Science and DevOps](uncategorized/6693750503-execution-environment.md)
+- [Onboarding Candidates](uncategorized/9695299159-onboarding-candidates.md)
+## Chakra / Getting Started
+- [Introduction to Chakra Key features How-to guides](chakra/getting-started/6908366644-introduction-to-chakra.md)
+## Chakra / Integrations
+- [Ashby - Chakra Integration User Guide Prerequisites Adding an AI Interviewer activity in Ashby Scheduling HackerRank AI Interview from Ashby Viewing Interview results](chakra/integrations/8472393759-ashby-chakra-integration-user-guide.md)
+- [Greenhouse - Chakra Integration User Guide Prerequisites Adding an AI Interviewer stage in Greenhouse Scheduling an AI Interview from Greenhouse Viewing interview results](chakra/integrations/8491534135-greenhouse-chakra-integration-user-guide.md)
+## Chakra / Manage Chakra
+- [Clone an AI Interviewer Prerequisite Cloning an AI interviewer](chakra/manage-chakra/8961150967-clone-an-ai-interviewer.md)
+- [Create an AI Interviewer Creating an AI interviewer Editing an AI Interviewer](chakra/manage-chakra/8041423965-create-an-ai-interviewer.md)
+- [Invite Candidates to an AI Interview Prerequisite Inviting candidates to an AI interview Candidate experience](chakra/manage-chakra/5542727476-invite-candidates-to-an-ai-interview.md)
+- [View Candidate Report in Chakra Viewing candidate report Candidate report components](chakra/manage-chakra/6818900787-view-candidate-reports.md)
+## Engage
+- [Create an Event Creating an event Configure event settings](engage/7549509598-create-an-event.md)
+- [End your Event on a High Note With the Leaderboard](engage/9322191698-end-your-event-on-a-high-note-with-the-leaderboard.md)
+- [HackerRank Engage - Marketing Best Practices](engage/7196095057-hackerrank-engage---marketing-best-practices.md)
+- [Introduction to HackerRank Engage](engage/6424218208-hackerrank-engage.md)
+- [Set Up a Microsite](engage/3958121708-setting-up-the-event-microsite.md)
+- [Set Up Emails Set up email sequences Set up broadcast emails](engage/9707768362-set-up-the-promotional-emails-or-campaigns.md)
+- [Set Up the Event Challenge](engage/7640208607-set-up-the-event-challenge.md)
+- [Source and Manage Candidates for Events](engage/7392770596-getting-candidates-for-your-event.md)
+- [View Event Statistics](engage/5336874519-view-event-stats.md)
+## General Help / Academy
+- [HackerRank Academy](general-help/academy/5297005851-hackerrank-academy-video-tutorial.md)
+## General Help / Additional Resources
+- [Access Candidate Timeline Accessing candidate timeline](general-help/additional-resources/2652374569-access-candidate-timeline.md)
+- [Ensuring a Great Candidate Experience Prepare candidates for success How HackerRank manages candidate support Recommended candidate support workflow](general-help/additional-resources/6477583642-ensuring-a-great-candidate-experience.md)
+## General Help / Campus/University Hiring
+- [Support for Campus Events](general-help/campusuniversity-hiring/7220470055-support-for-campus-events.md)
+## General Help / Contact Us
+- [Contact HackerRank Support](general-help/contact-us/8616956464-contact-hackerrank-support.md)
+- [Meet HackerRank’s Solution Engineering team](general-help/contact-us/5656446182-our-hackerrank%E2%80%99s-solution-engineering-team.md)
+## General Help / Deprecations and Experience Changes
+- [Deprecations and Experience Changes April 2026 January 2026](general-help/deprecations-and-experience-changes/9867323057-january-2026-deprecations-and-experience-changes.md)
+## General Help / Evaluation Guides
+- [Early Talent](general-help/evaluation-guides/1216495690-early-talent-.md)
+- [Manual for Fair Hiring](general-help/evaluation-guides/7033977271-manual-for-fair-hiring.md)
+- [Mid-Level](general-help/evaluation-guides/7483769801-mid-level.md)
+- [Professional Hire](general-help/evaluation-guides/2625349560-professional-hire.md)
+## General Help / HackerRank AI
+- [HackerRank AI Add-on See What’s Included](general-help/hackerrank-ai/5847651809-hackerrank-ai-add-ons.md)
+- [HackerRank's AI Features](general-help/hackerrank-ai/9416207922-hackerrank%27s-ai-features.md)
+## General Help / HackerRank AI Data Services
+- [HackerRank AI Data Services FAQ](general-help/hackerrank-ai-data-services/2212135172-hackerrank-ai-data-services-faq.md)
+- [HackerRank Dataset Creation Methodology](general-help/hackerrank-ai-data-services/4425890244-hackerrank-dataset-creation-methodology.md)
+## General Help / Important Notifications
+- [HackerRank Maintenance Window Notification Maintenance schedule Impact Required actions Frequently Asked Questions Need support?](general-help/important-notifications/2086891729-hackerrank-maintenance-window-notification.md)
+## General Help / Release Notes
+- [April 2024 Release Notes](general-help/release-notes/9911032760-april-2024-release-notes.md)
+- [April 2025 Release Notes](general-help/release-notes/5686123513-april-2025-release-notes.md)
+- [April 2026 Release Notes Screen Interview Platform Chakra (AI Interviewer) SkillUp Community Deprecations and Experience Changes](general-help/release-notes/4368819843-april-2026-release-notes.md)
+- [January 2024 Release Notes](general-help/release-notes/1306589776-january-2024-release-notes.md)
+- [January 2025 Release Notes](general-help/release-notes/8074371720-january-2025-release-notes.md)
+- [January 2026 Release Notes Screen Skills Platform Developer Experience Integrity Interview Data and Insights Integrations SkillUp Deprecations and Experience Changes](general-help/release-notes/2321596225-january-2026-release-notes.md)
+- [July 2024 Release Notes](general-help/release-notes/4505174147-july-2024-release-notes.md)
+- [July 2025 Release Notes Screen Screen Features Available in the AI Add-on Package Skills Platform Developer Experience Interview Interview Features Available in the AI Add-on Package SkillUp Engage](general-help/release-notes/3121307537-july-2025-release-notes.md)
+- [October 2024 Release Notes](general-help/release-notes/1189675016-october-2024-release-notes.md)
+- [October 2025 Release Notes Screen Skills Platform Developer Experience Integrity Interview Data and Insights Integrations AI Interviewer (Limited Availability) SkillUp Developer Community](general-help/release-notes/8474307750-october-2025-release-notes.md)
+- [Q3' 23 Release Notes Q3' 23 Release Notes](general-help/release-notes/9502641162-q3%27-23-release-notes.md)
+- [What's New on HackerRank](general-help/release-notes/5026442259-what%27s-new-on-hackerrank-.md)
+## Integrations / Applicant Tracking Systems
+- [Rooster - HackerRank integration](integrations/applicant-tracking-systems/5902644770-rooster-hackerrank-integration.md)
+## Integrations / Applicant Tracking Systems / Ashby
+- [Ashby - HackerRank Integration Configuration Guide](integrations/applicant-tracking-systems/ashby/4146164514-ashby---hackerrank-integration-configuration-guide.md)
+- [Ashby - HackerRank Integration User Guide](integrations/applicant-tracking-systems/ashby/5999209869-ashby---hackerrank-integration-user-guide.md)
+- [Ashby - HackerRank Technical Interview Integration Guide](integrations/applicant-tracking-systems/ashby/7862793608-ashby-hackerrank-technical-interview-integration-guide.md)
+- [Ashby Integration with HackerRank](integrations/applicant-tracking-systems/ashby/9896080715-ashby-integration-with-hackerrank.md)
+## Integrations / Applicant Tracking Systems / Avature
+- [Avature - HackerRank Integration Avature Integration features](integrations/applicant-tracking-systems/avature/7339966937-avature---hackerrank-integration.md)
+## Integrations / Applicant Tracking Systems / Breezy
+- [Breezy - HackerRank Integration Setup](integrations/applicant-tracking-systems/breezy/6794716414-breezy---hackerrank-integration-setup.md)
+## Integrations / Applicant Tracking Systems / Darwinbox
+- [Darwinbox - HackerRank Integration Guide](integrations/applicant-tracking-systems/darwinbox/2001883323-darwinbox---hackerrank-integration-guide.md)
+## Integrations / Applicant Tracking Systems / Eightfold
+- [Eightfold - HackerRank Integration](integrations/applicant-tracking-systems/eightfold/7924497743-eightfold---hackerrank-integration.md)
+- [Eightfold - HackerRank Integration User Guide Overview](integrations/applicant-tracking-systems/eightfold/2155086316-hackerrank---eightfold-integration-user-guide.md)
+- [HackerRank - Eightfold Integration Configuration Guide](integrations/applicant-tracking-systems/eightfold/2732992835-hackerrank---eightfold-integration-configuration-guide.md)
+## Integrations / Applicant Tracking Systems / Freshteam
+- [Freshteam - HackerRank Integration Guide](integrations/applicant-tracking-systems/freshteam/9978423020-freshteam---hackerrank-integration-guide.md)
+## Integrations / Applicant Tracking Systems / Greenhouse
+- [Enabling Outcome Data and Public Link with Greenhouse](integrations/applicant-tracking-systems/greenhouse/3593554348-enabling-outcome-data-and-public-link-with-greenhouse.md)
+- [Greenhouse - HackerRank Integration Guide Prerequisites Integrating Greenhouse with HackerRank Glossary Frequently Asked Questions (FAQs)](integrations/applicant-tracking-systems/greenhouse/1406188460-greenhouse---hackerrank-integration-guide.md)
+- [Greenhouse - HackerRank Integration Interview User Guide Prerequisites Adding HackerRank interview stage in Greenhouse Scheduling HackerRank Interview Viewing Interview Results](integrations/applicant-tracking-systems/greenhouse/8806262569-greenhouse---hackerrank-integration-interviews-user-guide.md)
+- [Greenhouse - HackerRank Integration Overview](integrations/applicant-tracking-systems/greenhouse/2646010908-greenhouse---hackerrank-integration-overview.md)
+- [Greenhouse - HackerRank Integration Test User Guide Prerequisites Adding HackerRank assessment stage in Greenhouse Sending HackerRank test invite to a candidate Sending bulk HackerRank test invites to candidates Viewing candidate test results Viewing updated scores in Greenhouse](integrations/applicant-tracking-systems/greenhouse/2499611070-greenhouse---hackerrank-integration-tests-user-guide-.md)
+- [Greenhouse-HackerRank Integration FAQs API Token and Access Tests and Interviews Common Troubleshooting](integrations/applicant-tracking-systems/greenhouse/3678461564-greenhouse-hackerrank-integration-faqs.md)
+## Integrations / Applicant Tracking Systems / IBM Kenexa Brassring
+- [IBM Kenexa BrassRing - HackerRank Integration](integrations/applicant-tracking-systems/ibm-kenexa-brassring/7600349400-ibm-kenexa-brassring---hackerrank-integration.md)
+- [IBM Kenexa BrassRing - HackerRank Tests Integration](integrations/applicant-tracking-systems/ibm-kenexa-brassring/7795424803-ibm-kenexa-brassring---hackerrank-tests-integration.md)
+- [IBM Kenexa BrassRing - Interviews Integration Overview Integration Steps](integrations/applicant-tracking-systems/ibm-kenexa-brassring/7390910463-ibm-kenexa-brassring---interviews-integration.md)
+## Integrations / Applicant Tracking Systems / iCIMS
+- [iCIMS - HackerRank Integration Guide](integrations/applicant-tracking-systems/icims/9631673147-icims---hackerrank-integration-guide.md)
+- [iCIMS - HackerRank Prime Assessments Configuration Guide](integrations/applicant-tracking-systems/icims/2481948575-icims---hackerrank-prime-assessments-configuration-guide.md)
+- [iCIMS - HackerRank Prime Assessments Integration Guide](integrations/applicant-tracking-systems/icims/4539361473-icims---hackerrank-prime-assessments-integration-guide.md)
+- [iCIMS Prime Assessment - HackerRank Integration User Guide](integrations/applicant-tracking-systems/icims/1495212030-icims-prime-assessment---hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Jazz
+- [Jazz - HackerRank Tests integration](integrations/applicant-tracking-systems/jazz/5164370576-jazz---hackerrank-tests-integration.md)
+## Integrations / Applicant Tracking Systems / Jobvite
+- [Jobvite - HackerRank Integration](integrations/applicant-tracking-systems/jobvite/6917918087-jobvite---hackerrank-integration.md)
+- [Jobvite - HackerRank Integration Configuration Guide](integrations/applicant-tracking-systems/jobvite/1202195004-jobvite---hackerrank-integration-configuration-guide.md)
+- [Jobvite - HackerRank Integration User Guide](integrations/applicant-tracking-systems/jobvite/2429924508-jobvite---hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Kula.ai
+- [Kula.ai – HackerRank Integration User Guide Prerequisites Integrating Kula.ai with HackerRank Managing integration](integrations/applicant-tracking-systems/kulaai/5121238837-kula-ai-hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Lever
+- [Adding Candidates to Lever ATS from a Public Link](integrations/applicant-tracking-systems/lever/9868451767-adding-candidates-to-lever-ats-from-a-public-link.md)
+- [Lever - HackerRank Interview Integration Overview Lever - HackerRank Interview Integration](integrations/applicant-tracking-systems/lever/8274807044-lever---hackerrank-interview-integration.md)
+- [Lever - HackerRank Tests Integration](integrations/applicant-tracking-systems/lever/7177093032-lever---hackerrank-tests-integration.md)
+- [Lever HackerRank Integration](integrations/applicant-tracking-systems/lever/1538275190-lever-hackerrank-integration.md)
+- [Scheduling HackerRank Interviews with Candidates in Lever](integrations/applicant-tracking-systems/lever/2634152447-scheduling-hackerrank-interviews-with-candidates-in-lever.md)
+## Integrations / Applicant Tracking Systems / Lever V2
+- [Lever V2 - HackerRank Integration Guide Prerequisites Integrating Lever V2 for HackerRank tests Integrating Lever V2 for HackerRank interviews](integrations/applicant-tracking-systems/lever-v2/5647291926-lever-v2-hackerrank-integration-guide.md)
+- [Lever V2 - HackerRank Integration Interview User Guide Prerequisites Scheduling a HackerRank interview from Lever Viewing Interview feedback in Lever](integrations/applicant-tracking-systems/lever-v2/5269579148-lever-v2-hackerrank-integration-interview-user-guide.md)
+- [Lever V2 - HackerRank Integration Test User Guide Prerequisites Inviting candidates to a HackerRank test Viewing test results in Lever](integrations/applicant-tracking-systems/lever-v2/6548604920-lever-v2-hackerrank-integration-test-user-guide.md)
+## Integrations / Applicant Tracking Systems / Linkedin Talent Hub
+- [LinkedIn Talent Hub - HackerRank Integration](integrations/applicant-tracking-systems/linkedin-talent-hub/2757478179-linkedin-talent-hub---hackerrank-integration-.md)
+## Integrations / Applicant Tracking Systems / ModernLoop
+- [ModernLoop - HackerRank Integration User Guide Prerequisites Integrating ModernLoop with HackerRank Using HackerRank integration](integrations/applicant-tracking-systems/modernloop/9797503689-modernloop-hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Northstarz
+- [Northstarz - HackerRank Integration User Guide Adding HackerRank test to a job on Northstarz Sending HackerRank test invites from Northstarz Viewing a candidate test report on Northstarz](integrations/applicant-tracking-systems/northstarz/4546750166-northstarz-hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Oracle Recruiting Cloud
+- [Oracle Recruiting Cloud - HackerRank Integration](integrations/applicant-tracking-systems/oracle-recruiting-cloud/8503244016-oracle-recruiting-cloud---hackerrank-integration-.md)
+- [Oracle Recruiting Cloud - HackerRank Integration Setup Guide](integrations/applicant-tracking-systems/oracle-recruiting-cloud/8672148210-oracle-recruiting-cloud---hackerrank-integration-setup-guide.md)
+- [Oracle Recruiting Cloud and HackerRank Integration User Guide](integrations/applicant-tracking-systems/oracle-recruiting-cloud/3350882088-oracle-recruiting-cloud-and-hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Phenom People
+- [Phenom People - HackerRank Integration Guide](integrations/applicant-tracking-systems/phenom-people/7288417717-phenom-people---hackerrank-integration-guide.md)
+## Integrations / Applicant Tracking Systems / Prismforce
+- [Prismforce - HackerRank Integration Guide](integrations/applicant-tracking-systems/prismforce/5932438086-prismforce---hackerrank-integration-guide.md)
+## Integrations / Applicant Tracking Systems / Recruitee
+- [Recruitee - HackerRank Integration Guide Prerequisites Integrating Recruitee with HackerRank](integrations/applicant-tracking-systems/recruitee/1039021982-recruitee-hackerrank-integration-guide.md)
+- [Recruitee - HackerRank Integration Interview User Guide Prerequisites Inviting candidates to a HackerRank interview Viewing interview results](integrations/applicant-tracking-systems/recruitee/7457838560-recruitee-hackerrank-integration-interview-user-guide.md)
+- [Recruitee - HackerRank Integration Overview Tests features](integrations/applicant-tracking-systems/recruitee/6130823390-recruitee---hackerrank-integration-guide.md)
+- [Recruitee - HackerRank Integration Test User Guide Prerequisites Inviting candidates to a HackerRank test Viewing test results](integrations/applicant-tracking-systems/recruitee/4110238052-recruitee-hackerrank-integration-test-user-guide.md)
+## Integrations / Applicant Tracking Systems / Rippling
+- [Rippling Integration](integrations/applicant-tracking-systems/rippling/8750225690-rippling-integration.md)
+## Integrations / Applicant Tracking Systems / SAP Success Factors
+- [SAP Success Factors - HackerRank Integration Guide](integrations/applicant-tracking-systems/sap-success-factors/6922485557-sap-success-factors---hackerrank-integration-guide.md)
+## Integrations / Applicant Tracking Systems / SmartRecruiters
+- [SmartRecruiters - HackerRank Integration](integrations/applicant-tracking-systems/smartrecruiters/9231210914-smartrecruiters---hackerrank-integration.md)
+- [SmartRecruiters - HackerRank Integration Configuration Guide](integrations/applicant-tracking-systems/smartrecruiters/5934100296-smartrecruiters---hackerrank-integration-configuration-guide.md)
+- [SmartRecruiters - HackerRank Integration User Guide](integrations/applicant-tracking-systems/smartrecruiters/2880884436-smartrecruiters---hackerrank-integration-user-guide.md)
+## Integrations / Applicant Tracking Systems / Taleo
+- [Taleo](integrations/applicant-tracking-systems/taleo/7459195623-taleo.md)
+## Integrations / Applicant Tracking Systems / Teamtailor
+- [Teamtailor - HackerRank Integration](integrations/applicant-tracking-systems/teamtailor/9251533406-teamtailor---hackerrank-integration.md)
+- [Teamtailor - HackerRank Integration Configuration Guide](integrations/applicant-tracking-systems/teamtailor/3927772988-teamtailor---hackerrank-integration-configuration-guide.md)
+- [Teamtailor - HackerRank Integration: User Guide](integrations/applicant-tracking-systems/teamtailor/6599779249-teamtailor---hackerrank-integration%3A-user-guide.md)
+## Integrations / Applicant Tracking Systems / Workable
+- [Workable - HackerRank Tests Integration](integrations/applicant-tracking-systems/workable/3863699223-workable---hackerrank-tests-integration.md)
+## Integrations / Applicant Tracking Systems / Workday
+- [Workday - HackerRank Integration](integrations/applicant-tracking-systems/workday/3252953266-workday---hackerrank-integration.md)
+- [Workday - HackerRank Interviews Configuration Guide](integrations/applicant-tracking-systems/workday/4722432610-workday---hackerrank-interviews-configuration-guide.md)
+- [Workday - HackerRank Interviews User Guide Prerequisites Schedule Interviews on Workday View the Interview Scorecard in Workday](integrations/applicant-tracking-systems/workday/7842363172-workday---hackerrank-interviews-user-guide.md)
+- [Workday - HackerRank Tests Configuration Guide](integrations/applicant-tracking-systems/workday/1782819445-workday---hackerrank-tests-configuration-guide.md)
+- [Workday - HackerRank Tests User Guide](integrations/applicant-tracking-systems/workday/1999755553-workday---hackerrank-tests-user-guide.md)
+## Integrations / Applicant Tracking Systems / Zapier
+- [Zapier - HackerRank Integration Guide Prerequisites Integrating Zapier with HackerRank](integrations/applicant-tracking-systems/zapier/9883166979-zapier-hackerrank-integration-guide.md)
+- [Zapier - HackerRank Integration Interview User Guide Prerequisites Configuring Zaps for HackerRank interviews Sending interview invites Viewing interview results](integrations/applicant-tracking-systems/zapier/5179178131-zapier-hackerrank-integration-interview-user-guide.md)
+- [Zapier - HackerRank Integration Test User Guide Prerequisites Configuring Zaps for HackerRank assessments Sending assessment invites Viewing assessment results](integrations/applicant-tracking-systems/zapier/7100809601-zapier-hackerrank-integration-test-user-guide.md)
+## Integrations / Applicant Tracking Systems / Zoho Recruit
+- [Zoho Recruit - HackerRank Integration](integrations/applicant-tracking-systems/zoho-recruit/6202373438-zoho-recruit---hackerrank-integration.md)
+- [Zoho Recruit - HackerRank Integration Setup](integrations/applicant-tracking-systems/zoho-recruit/8020207036-zoho-recruit---hackerrank-integration-setup.md)
+- [Zoho Recruit - Sending HackerRank Tests and Interviews](integrations/applicant-tracking-systems/zoho-recruit/3696308525-zoho-recruit---sending-hackerrank-tests-and-interviews.md)
+## Integrations / Getting started with Integrations
+- [Integration Logs](integrations/getting-started-with-integrations/7263906600-integration-logs.md)
+- [Integrations Overview](integrations/getting-started-with-integrations/1847021717-integrations-overview.md)
+- [Partner Guide to building an integration with HackerRank](integrations/getting-started-with-integrations/8660206242-partner-guide-to-building-an-integration-with-hackerrank.md)
+## Integrations / Productivity
+- [Interview Vector - HackerRank Integration Guide](integrations/productivity/6541817100-interview-vector---hackerrank-integration-guide.md)
+- [Slack - HackerRank Integration Guide](integrations/productivity/1480104967-slack---hackerrank-integration-guide.md)
+- [Splash - HackerRank Integration Guide](integrations/productivity/1979161599-splash---hackerrank-integration-guide.md)
+## Integrations / Scheduling
+- [Calendar Add-ons for HackerRank Interviews](integrations/scheduling/3450462093-calendar-add-ons-for-hackerrank-interviews.md)
+- [Configuring InterviewPlanner - HackerRank Integration](integrations/scheduling/1300810624-configuring-interviewplanner---hackerrank-integration.md)
+- [Goodtime - HackerRank Integration Guide](integrations/scheduling/7205562153-goodtime---hackerrank-integration-guide.md)
+- [HackerRank Interview and Google Calendar Integration](integrations/scheduling/1262999130-hackerrank-interview-and-google-calendar-integration.md)
+- [HackerRank Interview and Outlook Calendar Integration](integrations/scheduling/2480863637-hackerrank-interview-and-outlook-calendar-integration.md)
+- [InterviewPlanner - HackerRank Integration](integrations/scheduling/6566949282-interviewplanner---hackerrank-integration.md)
+- [InterviewPlanner-HackerRank Integration FAQs](integrations/scheduling/7401637722-interviewplanner-hackerrank-integration-faqs-.md)
+- [Prelude - HackerRank Integration Guide](integrations/scheduling/6684042810-prelude---hackerrank-integration-guide.md)
+- [Using HackerRank Interviews in InterviewPlanner](integrations/scheduling/3675175160-using-hackerrank-interviews-in-interviewplanner.md)
+## Integrations / Single Sign-On (SSO)
+- [Getting Started with Single Sign-On Prerequisites Steps to enable SSO SSO endpoints Updating certificates](integrations/single-sign-on-sso/4264962721-getting-started-with-single-sign-on.md)
+- [Just-in-Time (JIT) Provisioning for HackerRank SSO](integrations/single-sign-on-sso/8000473667--setting-up-hackerrank-sso-with-just-in-time-.md)
+- [Log In to HackerRank with Google Workspace Account](integrations/single-sign-on-sso/9826965692-log-in-to-hackerrank-with-google-workspace-account.md)
+- [SAML 2.0 Single Sign-on (SSO)](integrations/single-sign-on-sso/4516079405-saml-2.0-single-sign-on-%28sso%29-.md)
+- [Set up HackerRank Single Sign-On with Okta Prerequisites Setting up HackerRank Single Sign-On with Okta](integrations/single-sign-on-sso/2841246365-setting-up-hackerrank-single-sign-on-with-okta.md)
+- [Setting up HackerRank Single Sign-On with Azure AD](integrations/single-sign-on-sso/3007497492-setting-up-hackerrank-single-sign-on-with-azure-ad.md)
+- [Setting Up HackerRank SSO with OneLogin](integrations/single-sign-on-sso/6114369280-setting-up-hackerrank-sso-with-onelogin.md)
+- [Setting Up SCIM Provisioning with Okta](integrations/single-sign-on-sso/3939437783-setting-up-scim-provisioning-with-okta.md)
+## Interviews / Additional Resources
+- [Attach a File to a Problem Statement](interviews/additional-resources/7571200514-attach-a-file-to-a-problem-statement.md)
+- [HackerRank Interview Best Practices](interviews/additional-resources/5533854049-hackerrank-interview-best-practices.md)
+- [Recommended Questions and Interviewer’s Guidelines](interviews/additional-resources/1982891156-recommended-questions-and-interviewer%E2%80%99s-guidelines.md)
+## Interviews / Additional Resources / FAQs
+- [Frequently Asked Questions](interviews/additional-resources/faqs/9583186367-FAQs.md)
+## Interviews / Getting Started
+- [AI-Assisted Interviews Key benefits Enable AI Assistant for interviews Disable AI Assistant for a specific question Candidate experience Interviewer experience Post-interview report Frequently Asked Questions (FAQ)](interviews/getting-started/5821380141-ai-assisted-interviews.md)
+- [Audio and Video Calls in Interviews Powered by Zoom Prerequisites Key benefits Screen sharing during interviews Customize the video layout Verify system compatibility](interviews/getting-started/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom.md)
+- [Introduction to HackerRank Interviews](interviews/getting-started/9059560249-introduction-to-hackerrank-interviews.md)
+- [Network Monitoring in HackerRank Interviews](interviews/getting-started/6375174017-network-monitoring-in-hackerrank-interviews.md)
+- [Question Types in HackerRank Interviews](interviews/getting-started/9999244916-question-types-in-hackerrank-interviews.md)
+- [Self-Signup for Interviewers](interviews/getting-started/6028726783-self-signup-for-interviewers.md)
+- [The Next-Generation of Hiring: Interview Features](interviews/getting-started/5377881818-the-next-generation-of-hiring%3A-interview-features.md)
+## Interviews / Integrations
+- [Webex - HackerRank Interview Integration](interviews/integrations/7623780280-webex---hackerrank-interview-integration.md)
+- [Zoom - HackerRank Interview Integration](interviews/integrations/5805684780-zoom---hackerrank-interview-integration.md)
+## Interviews / Interview Integrity
+- [Interview Integrity Signals Enabling Interview Integrity Signals How it works Types of suspicious signals](interviews/interview-integrity/5161582600-interview-integrity-signals.md)
+- [Screen-to-Interview Identity Match](interviews/interview-integrity/8605077096-screen-to-interview-identity-match.md)
+## Interviews / Interview Settings
+- [Configure Interview Settings Prerequisite Configuring interview settings](interviews/interview-settings/6563947154-configure-interview-settings.md)
+- [Hide Locked Tabs in Interviews Key benefits Enable automatic tab lock and hide Interviewer experience Candidate experience](interviews/interview-settings/2284202564-hiding-locked-tabs-in-interviews.md)
+- [Using Virtual Lobby in HackerRank Interviews](interviews/interview-settings/1151935613-using-virtual-lobby-in-hackerrank-interviews.md)
+## Interviews / Manage Interviews
+- [Add Questions to Interview Prerequisite Adding questions to an interview](interviews/manage-interviews/6761309830-adding-questions-to-interviews.md)
+- [Audio or Video Device Selection During Interview](interviews/manage-interviews/5936478208-audio-or-video-device-selection-during-interview.md)
+- [Code Review Questions in Interviews](interviews/manage-interviews/4634293009-code-review-questions-in-interviews.md)
+- [Create an Interview Starting an interview immediately Scheduling an interview Search and filter Interviews Join as an Interviewer Candidate experience](interviews/manage-interviews/8404005945-creating-an-interview.md)
+- [Data Science Projects in HackerRank Interviews](interviews/manage-interviews/3087722674-data-science-projects-in-hackerrank-interviews.md)
+- [Delete an Interview Prerequisites Deleting an Interview](interviews/manage-interviews/6488043690-canceling-an-interview.md)
+- [Deleting Interview Questions](interviews/manage-interviews/5520105382-deleting-interview-questions.md)
+- [DevOps Questions in HackerRank Interviews](interviews/manage-interviews/8182862423-devops-questions-in-hackerrank-interviews.md)
+- [End an Interview Ending an Interview](interviews/manage-interviews/1242592015-ending-an-interview.md)
+- [Export Interview List Prerequisite Exporting interview list](interviews/manage-interviews/8398508792-export-interview-list.md)
+- [Front-End Questions in HackerRank Interviews](interviews/manage-interviews/7721811663-front-end-questions-in-hackerrank-interviews.md)
+- [I/o Console Inside the Interviews](interviews/manage-interviews/o-console-inside-the-interviews.md)
+- [Import Questions from Screen Test Import questions at the start of the Interview Import questions during the Interview](interviews/manage-interviews/2218911700-screening-inside-interviews.md)
+- [Importing Projects in HackerRank Interview](interviews/manage-interviews/1769104522-importing-projects-in-hackerrank-interview-.md)
+- [Interviewing with Whiteboards](interviews/manage-interviews/7216974183-interviewing-with-whiteboards.md)
+- [Manage Interviews Templates Creating an interview template Sharing an interview template Removing user access from an interview template Renaming an interview template Deleting an interview template Frequently Asked Questions (FAQ)](interviews/manage-interviews/2837093779-standardizing-interviews-using-templates.md)
+- [Mobile Development Questions in Interviews](interviews/manage-interviews/7300375637-mobile-development-questions-in-interviews.md)
+- [Observation Mode in Interviews](interviews/manage-interviews/1263202297-observation-mode-in-interviews.md)
+- [REPL [ Read — Eval — Print — Loop]](interviews/manage-interviews/6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-.md)
+- [Replacing Interview Questions](interviews/manage-interviews/8239997164-replacing-interview-questions.md)
+- [Reschedule an Interview Prerequisites Rescheduling an Interview](interviews/manage-interviews/2342466364-rescheduling-an-interview.md)
+- [Use Templates in Interviews Opening a template during an interview Manage templates during an interview](interviews/manage-interviews/8016598860-using-templates-in-interviews.md)
+## Interviews / Scoring and Reports
+- [Interview Report Accessing interview report Interview report components](interviews/scoring-and-reports/6788713830-viewing-interview-reports.md)
+- [Interview Scorecards Accessing interview scorecards Custom scorecards Using the scorecard during an interview View scorecard in Interview Report](interviews/scoring-and-reports/9842091173-interview-scorecards.md)
+- [Scorecard Assist](interviews/scoring-and-reports/5847159594-scorecard-assist-for-coding-question.md)
+## Library / Additional Resources / General Questions
+- [Using AWS, GCP and Electrical Stencils for Diagram Questions](library/additional-resources/general-questions/2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-.md)
+- [Using draw.io tool for Diagram Questions](library/additional-resources/general-questions/8569407083-using-draw.io-tool-for-diagram-questions.md)
+## Library / Additional Resources / Programming Questions
+- [Creating a Custom Checker](library/additional-resources/programming-questions/6515044510-creating-a-custom-checker.md)
+- [Defining Test Cases for Coding Questions](library/additional-resources/programming-questions/8626818013-defining-test-cases-for-coding-questions.md)
+- [Defining the Problem Details: Coding and Database Engineer Questions](library/additional-resources/programming-questions/7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions.md)
+- [Floating Values in Database Engineer Questions](library/additional-resources/programming-questions/7867481079-floating-values-in-database-engineer-questions.md)
+- [Generating Code Stubs](library/additional-resources/programming-questions/9168425479-generating-code-stubs.md)
+- [Test Case Input Format](library/additional-resources/programming-questions/2461683826-test-case-input-format.md)
+- [Test Cases in Coding and Approximate Solution Questions](library/additional-resources/programming-questions/3245197419-test-cases-in-coding-questions.md)
+## Library / Additional Resources / Project Questions
+- [Assessing Candidates for Azure Skills](library/additional-resources/project-questions/8545628905-assessing-candidates-for-azure-skills.md)
+- [Assessing Candidates on Cloud Skills](library/additional-resources/project-questions/1938573113-assessing-candidates-on-cloud-skills.md)
+- [Configurations for Front-end, Back-end and Full stack Developer Questions](library/additional-resources/project-questions/9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions.md)
+- [Cookie settings for HTML/CSS/JavaScript and Projects Questions](library/additional-resources/project-questions/javascript-and-projects-questions.md)
+- [Hidden Test Cases for Front-End, Back-End and Full Stack Questions](library/additional-resources/project-questions/1626384486-hidden-test-cases-for-front-end%2C-back-end-and-full-stack-questions.md)
+- [Package Information for Data Science Questions](library/additional-resources/project-questions/6282504591-package-information-for-data-science-questions.md)
+- [Upgrading Custom Project Questions](library/additional-resources/project-questions/7922341412-upgrading-custom-project-questions.md)
+- [Validating a Project for Front End, Back End, and Full Stack Questions](library/additional-resources/project-questions/1053996435-validating-a-project-for-front-end%2C-back-end%2C-and-full-stack-questions.md)
+## Library / Frequently Asked Questions
+- [How can I edit HackerRank Library Questions?](library/frequently-asked-questions/7502854057-can-i-edit-hackerrank-library-questions%3F.md)
+## Library / Getting Started
+- [HackerRank Question Count Comparison by Subscription Plan](library/getting-started/6095274436-hackerrank-question-count-comparison-by-subscription-plan.md)
+- [Introduction to HackerRank Library Accessing the Library Question sources Searching, sorting, and filtering questions Related topics](library/getting-started/5664166353-hackerrank-library-navigation.md)
+- [Question Types in HackerRank Supported question types](library/getting-started/2354192461-question-types-in-hackerrank-tests.md)
+## Library / Manage Question
+- [AI Solvability Indicator and Filter](library/manage-question/7394210877-ai-solvability-indicator-and-filter.md)
+- [Archive a Question Prerequisite Archiving a question Unarchiving a question](library/manage-question/2040951869-archive-a-question.md)
+- [Associating Tags to Questions](library/manage-question/9412060538-associating-tags-to-questions.md)
+- [Clone a Question Cloning a question](library/manage-question/9746551127-cloning-a-question.md)
+- [Create a Question Creating a question from the Library Creating a question while editing a test](library/manage-question/4894957291-creating-questions.md)
+- [Edit a Question Prerequisites Editing a question](library/manage-question/9349097996-editing-a-question.md)
+- [Export Questions Prerequisite Exporting all questions Exporting selected test questions](library/manage-question/9028620307-export-questions.md)
+- [Review Question Quality](library/manage-question/4691012356-review-question-quality.md)
+- [Share a Question Prerequisite Sharing a question Transferring ownership of a question Removing access from a question](library/manage-question/6697457900-share-a-question.md)
+- [Steps to Create Accessible Content at HackerRank](library/manage-question/4968606472-steps-to-create-accessible-content-at-hackerrank.md)
+- [View Test Question Insights Prerequisite Viewing test question insights](library/manage-question/3255724462-question-insights.md)
+## Library / Question Scoring
+- [Evaluation Methods for Test Questions Evaluation methods by question type](library/question-scoring/4666032442-scoring-questions-%28overview%29.md)
+- [Manual Scoring for General Question Types](library/question-scoring/2056253220-manual-scoring-for-general-questions.md)
+## Library / Question Types / General Questions
+- [Diagram Questions Creating Diagram questions Candidate view Scoring Diagram questions](library/question-types/general-questions/4376717308-diagram-questions.md)
+- [File Upload Questions Creating a file upload question Candidate experience Scoring file upload questions in tests](library/question-types/general-questions/3284451474-file-upload-question.md)
+- [Multiple Choice Questions Creating a Multiple Choice question Candidate experience Scoring Multiple Choice questions in tests](library/question-types/general-questions/2513748038-multiple-choice-questions.md)
+- [Prompt Engineering Questions Scoring prompt engineering questions FAQs](library/question-types/general-questions/6081633644-scoring-for-prompt-engineering-questions.md)
+- [Sentence Completion Questions Creating a sentence completion question Candidate experience Scoring sentence completion questions in tests](library/question-types/general-questions/5866154232-sentence-completion-questions.md)
+- [Subjective Questions Creating a subjective question Candidate experience Scoring subjective questions in tests](library/question-types/general-questions/2296520412-subjective-questions.md)
+- [Whiteboard Questions Creating a whiteboard question Candidate experience Scoring a Whiteboard Question in tests](library/question-types/general-questions/2578948087-creating-a-whiteboard-question.md)
+## Library / Question Types / Programming Questions
+- [Approximate Solution Type Questions Creating an approximate solution question Scoring an approximate solution question in tests](library/question-types/programming-questions/8117531949-approximate-solution-type-question.md)
+- [Coding Questions Creating a coding question Quality review Candidate experience Scoring a coding question in tests](library/question-types/programming-questions/2474669643-coding-question.md)
+- [Database Questions Creating a database question Candidate experience Scoring a database question in tests](library/question-types/programming-questions/8826242281-database-engineer-questions.md)
+- [HTML/CSS/JavaScript Questions Creating an HTML/CSS/JavaScript question Candidate experience Scoring an HTML/CSS/JavaScript question in tests](library/question-types/programming-questions/javascript-questions.md)
+## Library / Question Types / Projects Questions
+- [Code Repository Questions Key benefits Code Repository artifacts Creating a Code Repository question Adding questions to an existing Code Repository Editing an existing Code Repository question Frequently Asked Questions](library/question-types/projects-questions/1900882930-code-repository-questions.md)
+- [Code Review Questions Creating a Code Review question Candidate experience Scoring a Code Review question in tests](library/question-types/projects-questions/4262355406-code-review-questions.md)
+- [Data Science Questions Creating a Data Science question Candidate experience Scoring a Data Science question in tests](library/question-types/projects-questions/5187107609-data-science-questions.md)
+- [DevOps Questions Key benefits Creating a DevOps question Candidate experience Scoring a DevOps question in tests](library/question-types/projects-questions/5929074504-devops-questions.md)
+- [Front-end, Back-end, Full-stack, Mobile, and QA Engineer Questions Key benefits Creating front-end, back-end, full-stack, mobile, and QA engineer questions Candidate experience Scoring front-end, back-end, full-stack, mobile, and QA engineer questions in tests](library/question-types/projects-questions/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions.md)
+- [Generative AI Questions Creating a Generative AI question Candidate experience Scoring a Generative AI question in tests](library/question-types/projects-questions/7355446816-creating-a-rag-retrieval-augmented-generation-question.md)
+## Screen / Best Practice Guides
+- [Best Practices for Email Delivery and Bounce Management Understanding email bounces Best practices to improve email deliverability](screen/best-practice-guides/1258426835-best-practices-for-email-delivery-and-bounce-management.md)
+- [Best Practices for Screening](screen/best-practice-guides/3584214233-best-practices-for-screening.md)
+- [Best Practices to Maintain Test Integrity](screen/best-practice-guides/1878974014-best-practices-to-maintain-test-integrity.md)
+- [Mitigating Candidate Drop-Off](screen/best-practice-guides/5269412517-mitigating-candidate-drop-off.md)
+- [Plagiarism Best Practices Guide](screen/best-practice-guides/4291690360-plagiarism-best-practices-guide.md)
+## Screen / Frequently Asked Questions
+- [How Can I Cancel a Test Invite?](screen/frequently-asked-questions/7974410169-how-can-i-cancel-a-test-invite%3F-.md)
+- [How can I delete a Question that I No Longer Require?](screen/frequently-asked-questions/4964125282-how-can-i-delete-a-question-that-i-no-longer-require%3F.md)
+- [How can I Try a Question or a Test?](screen/frequently-asked-questions/1202456939-how-to-try-a-question-or-a-test.md)
+- [How Do I Upload All Test Cases at Once?](screen/frequently-asked-questions/5773853281-how-do-i-upload-all-test-cases-at-once.md)
+- [How to Allow Candidates to Retake a Test?](screen/frequently-asked-questions/4428221834-how-to-allow-candidates-to-retake-a-test%3F.md)
+- [How to Assess Data Engineering Skills on HackerRank?](screen/frequently-asked-questions/1572498839-how-to-assess-data-engineering-skills-on-hackerrank%3F.md)
+- [How to Assess Kubernetes Skills on HackerRank](screen/frequently-asked-questions/8730911957-how-to-assess-kubernetes-skills-on-hackerrank.md)
+- [How to Assess Machine Learning Engineering Skills on HackerRank?](screen/frequently-asked-questions/2229796182-how-to-assess-machine-learning-engineering-skills-on-hackerrank%3F.md)
+- [How to Assess Selenium Skills of a Candidate on HackerRank?](screen/frequently-asked-questions/4357184721-how-to-assess-selenium-skills-of-a-candidate-on-hackerrank.md)
+- [How to download Bash history, logs and session playback recording?](screen/frequently-asked-questions/5819570244-how-to-download-bash-history%2C-logs-and-session-playback-recording%3F.md)
+- [How to Move Questions Across Sections in a Test?](screen/frequently-asked-questions/4989710628-how-to-move-questions-across-sections-in-a-test%3F.md)
+- [How to Rename a Test](screen/frequently-asked-questions/2426927743-how-to-rename-a-test.md)
+- [I made changes to Test content. When does it take effect for the Candidates?](screen/frequently-asked-questions/3765449705-i-made-changes-to-test-content.-when-does-it-take-effect-for-the-candidates%3F.md)
+- [Screen FAQ's](screen/frequently-asked-questions/8754663182-what-is-the-maximum-number-of-candidates-i-can-assess-using-coding-assessments%3F.md)
+- [What happens to Candidate statuses if the cutoff score is altered?](screen/frequently-asked-questions/6321836373-what-happens-to-candidate-statuses-if-the-cut-off-score-is-altered%3F.md)
+- [When I edit a live test, when will the edits take effect for the candidates?](screen/frequently-asked-questions/9355761217-i-made-changes-to-test-settings.-when-will-it-take-effect-for-candidates%3F.md)
+## Screen / Getting Started
+- [AI-Assisted Tests](screen/getting-started/1152916770-ai-assisted-tests.md)
+- [HackerRank Certified Assessments](screen/getting-started/1649328687-hackerrank-certified-assessments.md)
+- [HackerRank Glossary](screen/getting-started/3572240492-hackerrank-glossary.md)
+- [Quick Start Guide for Recruiters](screen/getting-started/9248897371-quick-start-guide-for-recruiters.md)
+- [Scoring Certified Assessments](screen/getting-started/8606775858-scoring-certified-assessments.md)
+## Screen / Invite Candidates
+- [Cancel a Test Invite](screen/invite-candidates/6257623198-cancelling-a-test-invite.md)
+- [Deleting an Email Template](screen/invite-candidates/1128741183-deleting-an-email-invite-template.md)
+- [Editing an Email Template](screen/invite-candidates/7775986938-editing-an-email-invite-template.md)
+- [Invite Candidates to a Test Prerequisites Inviting candidates to a test](screen/invite-candidates/6027855406-inviting-candidates-to-a-test.md)
+- [Limitations With HackerRank Projects](screen/invite-candidates/3052727240-limitations-with-hackerrank-projects.md)
+- [Manage Email Templates Prerequisite Creating a custom email template Editing a custom email template Using a custom email template Using a shared email template Setting a default email template Deleting a custom email template](screen/invite-candidates/9684438314-creating-an-email-template.md)
+- [Reinvite Candidates to a Test Prerequisites Reinviting candidates to a test](screen/invite-candidates/1002936098-reinviting-candidates-to-a-test.md)
+- [Send Bulk Email Invites Sending bulk email invites Troubleshooting bulk invite errors](screen/invite-candidates/7127221409-sending-bulk-email-invites-to-a-test.md)
+- [Using Shared Email Templates](screen/invite-candidates/4162887849-using-shared-email-invite-templates.md)
+## Screen / Managing Tests
+- [Archive a Test Prerequisites Archiving a test Restoring an archived test](screen/managing-tests/8415416322-archiving-a-test.md)
+- [Clone a Test Prerequisites Cloning a test](screen/managing-tests/3225598042-cloning-a-test.md)
+- [Create a Test Creating a Test Additional test actions](screen/managing-tests/6967597139-creating-a-new-test.md)
+- [Create Test Variants](screen/managing-tests/7530103378-test-variants.md)
+- [Delete a Test Prerequisites Deleting a test](screen/managing-tests/9552481360-deleting-a-test.md)
+- [Delete a Test Submission Prerequisites Deleting a test submission](screen/managing-tests/9556988565-deleting-a-test-submission.md)
+- [Download Tests as PDF Prerequisites Downloading test as PDF](screen/managing-tests/4481890289-downloading-tests-in-pdf-files.md)
+- [Export Tests Data Prerequisites Exporting tests data](screen/managing-tests/7081156839-exporting-tests-data.md)
+- [Extend Test Duration for Candidates Add Time Accommodation Add extra time](screen/managing-tests/4811403281-adding-extra-time-for-candidates.md)
+- [Grant Test Access Frequently Asked Questions (FAQs)](screen/managing-tests/9398245856-sharing-a-test-.md)
+- [Lock a Test Prerequisites Locking a test Unlocking a test](screen/managing-tests/2125093931-locking-a-test.md)
+- [Manage Email Alerts for Leaked Questions Key benefits Enabling email alerts Receiving and responding to email alerts](screen/managing-tests/3105510130-email-alerts-for-question-leakage.md)
+- [Manage Leaked Questions Detecting leaked questions Reporting leaked questions Viewing leaked questions in library Viewing tests with leaked questions Handling leaked questions Leak mitigation and takedown actions](screen/managing-tests/8820947031-managing-leaked-questions.md)
+- [Manage Sections in Tests Prerequisite Add a section to a test Add a code repository section to a test](screen/managing-tests/5546852679-section-based-testing.md)
+- [Modify Test Expiration Time Prerequisite Modifying test expiration time](screen/managing-tests/2979262079-modify-test-expiration-time.md)
+- [Replace Leaked Question Replacing a leaked question](screen/managing-tests/2349070108-replace-leaked-question.md)
+- [Revoke Test Access](screen/managing-tests/2097730024-revoking-access-to-a-shared-test.md)
+- [Test Labels](screen/managing-tests/2096315953-test-labels.md)
+## Screen / Test Integrity
+- [AI Plagiarism Detection](screen/test-integrity/8000786908-ai-plagiarism-detection.md)
+- [Best Practices for Running Group Assessments in HackerRank Desktop App Mode Prepare candidate systems in advance Ensure a stable internet connection Set up webcams Set up lighting Prepare the physical environment Complete pre-test setup Troubleshooting](screen/test-integrity/2686193421-best-practices-for-running-group-assessments-in-hackerrank-desktop-app-mode.md)
+- [Best Practices for Running Group Assessments in Proctor Mode Prepare candidate systems in advance Ensure a stable internet connection Use supported web browsers Manage browser extensions Optimize the test environment on each system Set up webcams Set up lighting Prepare the physical environment](screen/test-integrity/9264843630-best-practices-for-running-group-assessments-in-proctor-mode.md)
+- [Evaluate Integrity Signals for Flagged Candidates at Scale in Proctor Mode Evaluating Integrity Signals for flagged candidates at scale](screen/test-integrity/9728791902-interpreting-integrity-signals-at-scale-in-proctor-mode-tests.md)
+- [HackerRank Desktop App Mode Enable HackerRank Desktop App Mode How HackerRank Desktop App Mode works](screen/test-integrity/5973590014-hackerrank-desktop-app-mode.md)
+- [HackerRank Test Integrity Test Integrity Modes Additional integrity features Built-in integrity features](screen/test-integrity/1079706165-proctoring-hackerrank-tests.md)
+- [Impersonation Detection Photo Identification Image Proctoring Multiple Monitor Detection Webcam Switch Detection Image Analysis](screen/test-integrity/7825915809-impersonation-detection.md)
+- [Proctor Mode Enable Proctor Mode Proctor Mode compatibility How Proctor Mode works](screen/test-integrity/5663779659-proctor-mode.md)
+- [Review Integrity Issues in Proctor Mode Reporting views in Proctor Mode Workflow for reviewing integrity issues](screen/test-integrity/9607697321-review-integrity-issues-in-proctor-mode.md)
+- [Secure Mode Enable Secure Mode How Secure Mode works](screen/test-integrity/2545360734-secure-mode.md)
+## Screen / Test Reports
+- [Advanced Evaluation](screen/test-reports/7098008997-advanced-evaluation.md)
+- [AI Fluency Evaluation Key benefits How AI Fluency works Enabling AI Fluency evaluation Viewing AI Fluency results Frequently Asked Question (FAQ)](screen/test-reports/1773201418-ai-usage-summary.md)
+- [Candidate Benchmark Key benefits Viewing Benchmark data](screen/test-reports/6075450367-candidate-benchmarking.md)
+- [Code Quality Evaluation Key benefits Evaluation method Enabling code quality evaluation Reviewing candidate results](screen/test-reports/9625818007-code-quality-evaluation.md)
+- [Download Test Reports PDF test reports Excel test reports Downloading test reports](screen/test-reports/1786677446-downloading-pdf-and-excel-test-reports.md)
+- [Errors in Test Reports for Coding Questions](screen/test-reports/1972468979-understanding-errors-in-post-assessment-reports-for-coding-questions.md)
+- [Filtering and Sorting Candidate Test Reports](screen/test-reports/1829746072-filtering-and-sorting-candidate-test-reports.md)
+- [Front-End, Back-End and Full-Stack Test Reports](screen/test-reports/3527033062-front-end%2C-back-end-and-full-stack-test-reports-.md)
+- [Optimality How it works Set up Optimality Evaluation View Optimality insights in reports Frequently Asked Questions (FAQs)](screen/test-reports/4755292353-optimality.md)
+- [Plagiarism Detection Using MOSS (Measure of Software Similarity)](screen/test-reports/2106056073-plagiarism-detection-using-moss-%28measure-of-software-similarity%29.md)
+- [Test Insights](screen/test-reports/7964147006-test-insights.md)
+- [View Candidate Test Summary Report Summary Report comparison Accessing the Summary Report Old Summary Report New Summary Report](screen/test-reports/8111267829-viewing-a-candidate%27s-test-summary-report.md)
+- [View Candidates List for a Test Viewing the candidates list](screen/test-reports/9135272973-candidates-list-in-hackerrank-tests.md)
+- [Viewing a Candidate's Detailed Test Report Prerequisite Viewing Detailed Reports Key Features of a Detailed Report](screen/test-reports/8263794320-viewing-a-candidate%27s-detailed-test-report.md)
+- [What is Code Quality](screen/test-reports/9722863972-what-is-code-quality.md)
+## Screen / Test Settings
+- [Assess Candidates in Canadian French Language Enabling Canadian French for a test Candidate experience](screen/test-settings/6201558176-assess-candidates-in-canadian-french-language.md)
+- [Configure Email Settings for Tests](screen/test-settings/2564162886-modifying-email-settings-for-tests.md)
+- [Configure Onboarding Settings for Tests Prerequisites Configuring onboarding settings](screen/test-settings/5956879724-configure-onboarding-settings-for-tests.md)
+- [Configure Test Invites Settings for Tests](screen/test-settings/9544354489-configure-test-invites-settings-for-tests.md)
+- [Hide Question Title Enabling Hide Question Title Candidate experience](screen/test-settings/2274056414-hiding-question-title.md)
+- [Modify Evaluation Settings for Tests](screen/test-settings/8294988738-modifying-score-settings-for-tests.md)
+- [Modify General Settings for Tests](screen/test-settings/9672590042-modifying-general-settings-for-tests.md)
+- [Modify Question Settings for Tests Prerequisites Modifying question settings](screen/test-settings/5424328799-modifying-question-settings-for-tests.md)
+- [Modify Sections Settings for Tests](screen/test-settings/2528926257-modify-sections-settings-for-tests.md)
+- [Watermarking the Tests](screen/test-settings/2519766322-watermarking-the-tests.md)
+## Settings / Company Level Admin Settings
+- [Accessing Audit Logs](settings/company-level-admin-settings/8979783963-accessing-audit-logs.md)
+- [Centralized Interview Settings Prerequisite Accessing centralized interview settings Available interview settings](settings/company-level-admin-settings/9244658640-configure-interview-settings.md)
+- [Centralized Test Settings](settings/company-level-admin-settings/6271327319-centralized-test-settings.md)
+- [Disabling Implicit Sharing](settings/company-level-admin-settings/2553508615-disabling-implicit-sharing.md)
+- [Diversity and Inclusion Settings Page](settings/company-level-admin-settings/8847622491-diversity-and-inclusion-settings-page.md)
+- [Enhancing your Account Security on Hackerrank for Work](settings/company-level-admin-settings/7425207053-enhancing-your-account-security-on-hackerrank-for-work.md)
+- [Set a Reply-to Email Address](settings/company-level-admin-settings/1231466817-set-a-reply-to-email-address.md)
+- [Update Company Logo Prerequisite Updating the company logo](settings/company-level-admin-settings/6195679465-adding-a-custom-logo-to-your-account.md)
+- [Update Company Name and Sender Name Prerequisite Updating the company name and sender name](settings/company-level-admin-settings/1019487408-changing-the-company-name.md)
+## Settings / GDPR and NYC AI Laws
+- [GDPR FAQs for HackerRank for Work](settings/gdpr-and-nyc-ai-laws/2634495557-gdpr-faqs-for-hackerrank-for-work.md)
+- [HackerRank Services and AI Laws FAQs](settings/gdpr-and-nyc-ai-laws/3067349942-faqs%3A--hackerrank-services-and-ai-laws.md)
+- [Summary of Bias Audit Results (HackerRank's Image Analysis System)](settings/gdpr-and-nyc-ai-laws/8514725302-summary-of-bias-audit-results-%28hackerrank%27s-image-analysis-system%29.md)
+- [Summary of Bias Audit Results of the HackerRank's Plagiarism Detection System for New York City's Local Law 144](settings/gdpr-and-nyc-ai-laws/9355824728-summary-of-bias-audit-results-of-the-hackerrank%27s-plagiarism-detection-system-for-new-york-city%27s-local-law-144.md)
+## Settings / Insights
+- [Account Insights](settings/insights/4945003466-account-insights.md)
+- [Create Custom Reports Key features Creating a custom report Available functional objects](settings/insights/7355624862-create-custom-reports.md)
+- [Schedule a Custom Report Prerequisite Scheduling a custom report Editing a custom report schedule Deleting a custom report schedule](settings/insights/8981360888-schedule-a-custom-report.md)
+## Settings / Open API
+- [API Overview](settings/open-api/2067417637-api-overview.md)
+- [Candidate Status in API Results Status ATS state](settings/open-api/3094540490-candidate-status-in-api-results.md)
+## Settings / Roles Management
+- [Getting Started with Roles Management](settings/roles-management/9675847328-getting-started-with-roles-management.md)
+- [Skills on HackerRank](settings/roles-management/3872148153-skills-on-hackerrank.md)
+## Settings / Teams Management
+- [Create a Team Prerequisite Creating a team](settings/teams-management/9032143729-creating-a-team.md)
+- [Delete a Team Prerequisite Deleting a team](settings/teams-management/2181136239-deleting-a-team.md)
+- [Flexible User Roles Key features Entitlements Accessing flexible roles Available entitlements](settings/teams-management/3929488044-flexible-user-roles.md)
+- [Getting Started with Teams Management](settings/teams-management/1508181842-teams-management.md)
+- [Grant Team Admin Access Prerequisites Granting Team Admin access](settings/teams-management/9611303302-grant-team-admin-access.md)
+- [Invite a New User Prerequisite Inviting a new user](settings/teams-management/9482219268-invite-a-new-user.md)
+- [Lock User Access Prerequisite Locking user access Unlocking user access](settings/teams-management/6534774997-locking-user-access-from-hackerrank.md)
+- [Manage Team Members Prerequisite Managing team members](settings/teams-management/2203617737-manage-team-members.md)
+- [Modify Entitlements for Developers Prerequisite Modifying entitlements for developers Available developer entitlements](settings/teams-management/8127960820-modifying-entitlements-for-developers.md)
+- [Modify Entitlements for Interviewers Prerequisite Modifying entitlements for interviewers Available interviewer entitlements](settings/teams-management/2072399562-modify-entitlements-for-interviewers.md)
+- [Modify Entitlements for Recruiters Prerequisite Modify entitlements for recruiters Available recruiter entitlements](settings/teams-management/4851183051-modifying-entitlements-for-recruiters.md)
+- [Searching for a Team](settings/teams-management/8843222800-searching-for-a-team.md)
+- [Set Team Logo and Sender Name Prerequisites Set a logo at the team Level Set a sender name at the team level](settings/teams-management/5319929416-setting-logo-at-the-team-level.md)
+- [Team Member Status](settings/teams-management/6857846818-team-member-status-.md)
+- [Transfer Resource Ownership Prerequisite Transferring resource ownership](settings/teams-management/8845665482-transferring-ownership-of-all-resources.md)
+- [Types of User Roles](settings/teams-management/9603546665-types-of-user-roles.md)
+- [Update Team Role Allocation Limit Prerequisite Updating a team role allocation limit](settings/teams-management/2788636010-update-team-role-allocation-limit.md)
+- [Update Team Settings Prerequisite Updating team settings](settings/teams-management/3481284381-update-team-settings.md)
+## Settings / User Account Settings and Preferences
+- [Advanced Account Settings](settings/user-account-settings-and-preferences/9526242649-advanced-account-settings.md)
+- [Cancel Subscription Cancelling subscription](settings/user-account-settings-and-preferences/3131912618-cancel-subscription.md)
+- [Changing the Account Email](settings/user-account-settings-and-preferences/9181791010-changing-the-account-email.md)
+- [Email Notifications](settings/user-account-settings-and-preferences/7318805499-email-notifications.md)
+- [HackerRank's Approach to Accessibility](settings/user-account-settings-and-preferences/8440817776-hackerrank%27s-approach-to-accessibility.md)
+- [Manage Billing Updating credit card information Updating billing address Downloading an invoice](settings/user-account-settings-and-preferences/4255542979-manage-subscriptions.md)
+- [Pause Subscription](settings/user-account-settings-and-preferences/5157311476-pause-subscription.md)
+- [Report Settings](settings/user-account-settings-and-preferences/5213013268-report-settings.md)
+- [Safelist/Allowlist URLs and IP Addresses for HackerRank Affected areas Allowlist URLs Allowlist IP addresses](settings/user-account-settings-and-preferences/6769658535-safelist-or-allowlist-urls-for-hackerrank.md)
+- [Time Zone Settings](settings/user-account-settings-and-preferences/6839245613-time-zone-settings.md)
+- [Update or Reset Password Updating password Resetting password](settings/user-account-settings-and-preferences/7046498277-update-or-reset-password.md)
+- [Updating Personal Information of your Account](settings/user-account-settings-and-preferences/9551418346-updating-personal-information-of-your-account.md)
+- [Upgrade Plan Upgrading plan](settings/user-account-settings-and-preferences/7542858084-upgrade-plan.md)
+## SkillUp / Getting Started
+- [Accessing SkillUp Employer Platform](skillup/getting-started/4329363164-accessing-skillup-employer-platform.md)
+- [Audit Logs in SkillUp How to request audit logs](skillup/getting-started/2103106582-audit-logs-in-skillup.md)
+- [Create Custom Certifications Prerequisite Creating custom certifications](skillup/getting-started/9232804257-create-custom-certifications.md)
+- [Custom Certifications](skillup/getting-started/3726813028-custom-certifications.md)
+- [Get Started with Certify](skillup/getting-started/2960935422-get-started-with-certify.md)
+- [Get Started with Learn](skillup/getting-started/6047728972-get-started-with-learn.md)
+- [HackerRank Role Certifications Guidelines](skillup/getting-started/9866041175-hackerrank-role-certifications-guidelines.md)
+- [HackerRank SkillUp](skillup/getting-started/4624433684-hackerrank-skillup.md)
+- [HackerRank SkillUp Licenses](skillup/getting-started/1238999371-hackerrank-skillup-licenses.md)
+- [Manage Users Accessing User Management Adding a new user Edit user details Deactivating a user Reactivating a user](skillup/getting-started/3868789028-user-management.md)
+- [Roles and Skills in SkillUp](skillup/getting-started/1506621765-roles-and-skills-in-skillup.md)
+- [SkillUp Employee Platform](skillup/getting-started/8522032191-skillup-employee-platform.md)
+- [SkillUp Manager Experience Manager Learning Tracking Team Progress](skillup/getting-started/9473085715-skillup-manager-experience.md)
+- [Track Developer Progress Using Overview Dashboard](skillup/getting-started/5272020175-track-developer-progress-using-overview-dashboard.md)
+- [Weekly Challenges Accessing weekly challenges Leaderboard Evaluating weekly challenges Available weekly challenges](skillup/getting-started/7992263058-weekly-challenges.md)
+- [Reporting APIs Available endpoints Configuring reporting APIs Error handling Best practices Rate limits](skillup/getting-started/3081122402-reporting-apis.md)
+## SkillUp / Integrations
+- [Configure Single Sign-On (SSO) for SkillUp Prerequisites Configuring SSO for SkillUp](skillup/integrations/7581923631-configure-single-sign-on-sso-for-skillup.md)
+- [Extend SCIM Provisioning with Okta to SkillUp Prerequisites Updating attribute mappings for SkillUp How SCIM provisioning works](skillup/integrations/9570265682-extend-scim-provisioning-with-okta-to-skillup.md)
+- [Setting Up SCIM Provisioning for SkillUp Prerequisites SCIM endpoint and authentication details Supported SCIM operations SCIM user schema SkillUp-specific attributes](skillup/integrations/9005750838-setting-up-scim-provisioning-for-skillup.md)
diff --git a/hackerrank/integrations/applicant-tracking-systems/5902644770-rooster-hackerrank-integration.md b/hackerrank/integrations/applicant-tracking-systems/5902644770-rooster-hackerrank-integration.md
new file mode 100644
index 0000000000000000000000000000000000000000..7d42954deab010572af29b49a0893db6dabb2568
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/5902644770-rooster-hackerrank-integration.md
@@ -0,0 +1,160 @@
+---
+title: "Rooster - HackerRank integration"
+title_slug: "rooster-hackerrank-integration"
+source_url: "https://support.hackerrank.com/articles/5902644770-rooster-hackerrank-integration"
+article_slug: "5902644770-rooster-hackerrank-integration"
+last_updated_exact: "Jan 22, 2025, 10:38 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+---
+
+# Rooster - HackerRank integration
+
+_Last updated: Jan 22, 2025, 10:38 AM (Last updated 1 year ago)_
+
+### **HackerRank Side**
+
+#### **1. Generate an API Token for Rooster**
+
+- Use the partner header provided for this configuration.
+
+
+
+#### **2. Configure Workday-Specific Credentials**
+
+- **Username and Password**: Use the credentials for the **Integration System User** created in Workday.
+
+- **Endpoint Configuration**:
+
+ 1. Locate the **Public Web Services** report in your Workday tenant.
+
+ 2. Navigate to the **Recruiting (Public) Web Service**.
+
+ 3. Perform the following:
+
+ - Click the Related Actions menu.
+
+ - Navigate to **Web Service \> View WSDL**.
+
+ - Identify the URL under the soapbind:address tag.
+
+
+
+#### **3. Configure Interview Ratings**
+
+- Obtain **Interview Rating IDs** from Workday that correspond to:
+
+ - **Pass**
+
+ - **Fail**
+
+- To configure ratings initially:
+
+ - Use the **Maintain Interview Feedback Ratings** task.
+
+ - Later, use the same task to update feedback descriptions if needed.
+
+- To manage reference IDs for the **Interview Feedback Rating** business object:
+
+ - Access the **Maintain Reference IDs** task.
+
+**Note:** If your Workday tenant changes, update your credentials with the HackerRank team to avoid disruptions.
+
+### **Workday Side**
+
+#### **1. Integration System User Configuration**
+
+1. Access the **Create Integration System User** task.
+
+2. Configure a new user account:
+
+ - **Name**: HackerRank_Interview_Integration_Rooster
+
+ - **Password**: Create and securely store it.
+
+ - Set **Session Timeout Minutes** to 0.
+
+ - Enable **Do Not Allow UI Sessions**.
+
+
+
+#### **2. Create Integration System Security Groups**
+
+1. Access the **Create Security Group** task.
+
+2. Create an **Integration System Security Group (Unconstrained)**:
+
+ - **Name**: ISSG_HackerRank_Interview_Integration_Rooster
+
+ - Assign the previously created Integration System User.
+
+
+
+#### **3. Edit Domain Security Policies**
+
+1. Grant required access to the following domains:
+
+ - **Interview Integrations**
+
+ - **Candidate Data: Interview Schedule**
+
+ - **Candidate Data: Interview Feedback Results**
+
+ - **Worker Data: Public Worker Reports**
+
+ - **Person Data: Work Contact Information**
+
+2. Steps:
+
+ - Access the **View Domain** report.
+
+ - Perform a Related Action on the domain:
+
+ - Select **Domain \> Edit Security Policy Permissions**.
+
+ - Add the Security Group to the necessary permissions.
+
+ - Assign Get, Put, View, and/or Modify permissions as applicable.
+
+3. Activate the changes:
+
+ - Use the **Activate Pending Security Policy Changes** task.
+
+ - Provide a comment and confirm activation.
+
+
+
+#### **4. Manage Password Rules**
+
+- Access the **Maintain Password Rules** task.
+
+- Add the Integration System User to the **System Users Exempt from Password Expiration** field.
+
+#### **5. Manage Authentication Policies for API Access**
+
+1. Navigate to the **Manage Authentication Policies** task.
+
+2. Edit the authentication policy for the current environment:
+
+ - Create a new **Authentication Ruleset**.
+
+ - Specify:
+
+ - **Rule Name**
+
+ - **Security Group**: The group was created earlier.
+
+ - **Authentication Condition Name**
+
+ - Allowed Authentication Type: User Name Password
+
+3. Activate all pending authentication policy changes.
+
+#### **Troubleshooting**
+
+- If authentication issues occur, use the **Signons and Attempted Signons** report to identify and resolve failed sign-on attempts.
+
+\
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/ashby/4146164514-ashby---hackerrank-integration-configuration-guide.md b/hackerrank/integrations/applicant-tracking-systems/ashby/4146164514-ashby---hackerrank-integration-configuration-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..0c764be08eaf1803d27be5af9c9b74e931ad875a
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/ashby/4146164514-ashby---hackerrank-integration-configuration-guide.md
@@ -0,0 +1,131 @@
+---
+title: "Ashby - HackerRank Integration Configuration Guide"
+title_slug: "ashby-hackerrank-integration-configuration-guide"
+source_url: "https://support.hackerrank.com/articles/4146164514-ashby---hackerrank-integration-configuration-guide"
+article_slug: "4146164514-ashby---hackerrank-integration-configuration-guide"
+last_updated_exact: "Mar 11, 2026, 3:54 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Ashby"
+---
+
+# Ashby - HackerRank Integration Configuration Guide
+
+_Last updated: Mar 11, 2026, 3:54 PM (Last updated 2 months ago)_
+
+## Overview
+
+HackerRank's Tests integrate with Ashby to facilitate a seamless and efficient candidate screening process for recruiters. As part of their interview workflow, Ashby users can directly send HackerRank Test invites to candidates and obtain the Test report for further evaluation.
+
+This article provides you with detailed configuration steps on HackerRank and Ashby.
+
+- [Prerequisites](https://support.hackerrank.com/articles/4146164514-ashby---hackerrank-integration-configuration-guide#prerequisites-4)
+
+- [Configuring Ashby Integration with HackerRank](https://support.hackerrank.com/articles/4146164514-ashby---hackerrank-integration-configuration-guide#configuring-ashby-integration-with-hackerrank-6)
+
+ - [Generating an API Key from HackerRank](https://support.hackerrank.com/articles/4146164514-ashby---hackerrank-integration-configuration-guide#generating-an-api-key-from-hackerrank-8)
+
+ - [Adding the API Key in Ashby](https://support.hackerrank.com/articles/4146164514-ashby---hackerrank-integration-configuration-guide#adding-the-api-key-in-ashby-11)
+
+### Prerequisites
+
+In HackerRank for Work |
+In Ashby |
+
|
+
Example: If the email address in HackerRank for Work is [jackpeters@hackerrank.com,](mailto:jackpeters@hackerrank.com,) the Ashby user account must also include the same email address. +
|
+
Feature |
+Ashby |
+
Screen |
+✅
+ + |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel or Reinvite an invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result Sharing and Validity |
+❌
+ + |
+
Add Accommodation time |
+❌
+ + |
+
Feature |
+Ashby |
+
Interview |
+✅
+ + |
+
Create Interview link |
+✅
+ + |
+
Schedule Interview |
+✅
+ + |
+
View Result |
+❌
+ + |
+
View Interview Scorecard |
+❌
+ +
|
+
Link to detailed report |
+❌
+ + |
+
Feature |
+Avature |
+
View the full list of HRW Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel or Reinvite an invite |
+❌
+ + |
+
Bulk Invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Reinvite |
+❌
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HR |
+❌
+ + |
+
Feature |
+Avature |
+
Create Interview QuickPad |
+❌
+ + |
+
Schedule HackerRank Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Interviewer Notes |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Interview Scorecard |
+❌
+ + |
+
Feature |
+Brassring |
+
View Full list of HRW Tests |
+Must be added manually |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+❌
+ + |
+
Bulk Invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HR |
+❌
+ + |
+
Results Sharing and Validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Darwinbox |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter on requisition |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Darwinbox |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
+
+6. Click **Generate API Token** to get a unique API key. Securely save this key, as you will need it for integration**.** It cannot be retrieved after closing the pop-up.
+
+ 
+
+**Note**: You cannot recover the API key after closing the dialog, so store it in a safe place.
+
+### Step 2: Add the API Key to the Eightfold Platform
+
+1. Log in to **Eightfold**, and go to the **Admin Console** from the More menu.
+
+ 
+
+2. Select **Apps**, and then open the **App Marketplace**.
+
+ 
+
+3. Search for **HackerRank - Assessments & Interviews**, and open the app installation page.
+
+4. Click **Install**.
+
+5. In the **Configure Settings to Install App** window, enter the **API Key** generated from the HackerRank platform.
+
+6. Enter the appropriate **Stage** for the app (e.g., **Recruiter Screen**).
+
+7. Set the **Webhook Authentication Type** to **no_auth** to receive notifications on HackerRank assessments and interviews.
+
+8. Click **Save Settings & Install**.
+
+ 
+
+9. To verify, go to **Apps** \> **Installed Apps** to see the **HackerRank - Assessments & Interviews** app listed.
+
+**Tip**: Click the app name to check and update the **Configure Settings** if needed.
diff --git a/hackerrank/integrations/applicant-tracking-systems/eightfold/7924497743-eightfold---hackerrank-integration.md b/hackerrank/integrations/applicant-tracking-systems/eightfold/7924497743-eightfold---hackerrank-integration.md
new file mode 100644
index 0000000000000000000000000000000000000000..555041b2d8e82cf6ba4f2df2d3dba1f8d888e181
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/eightfold/7924497743-eightfold---hackerrank-integration.md
@@ -0,0 +1,200 @@
+---
+title: "Eightfold - HackerRank Integration"
+title_slug: "eightfold-hackerrank-integration"
+source_url: "https://support.hackerrank.com/articles/7924497743-eightfold---hackerrank-integration"
+article_slug: "7924497743-eightfold---hackerrank-integration"
+last_updated_exact: "Dec 24, 2024, 6:34 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Eightfold"
+---
+
+# Eightfold - HackerRank Integration
+
+_Last updated: Dec 24, 2024, 6:34 AM (Last updated 1 year ago)_
+
+HackerRank integrates with Eightfold for Tests and Interviews to facilitate a seamless interviewing experience to schedule remote Interviews from Eightfold. Users can also send HackerRank Test invites to the candidates. The Test results and Interview feedback show up directly inside the candidate's Eightfold profile.\
+\
+
+You can send an assessment or schedule an interview from the Eightfold platform, irrespective of which stage the candidate is in. This results in an efficient interviewing experience for the hiring team and the candidate.
+
+Refer to the following articles to set up various features of the Eightfold - HackerRank Integration:
+
+- [📄 HackerRank - Eightfold Integration Configuration Guide](/articles/2732992835)
+ \
+- [📄 HackerRank - Eightfold Integration User Guide](/articles/2155086316)
+ \
+
+Below is a list of features that the Eightfold Integration offers:
+
+## **Tests **
+
+Feature |
+Eightfold |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter on requisition |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Eightfold |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
Feature |
+Freshteam |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter on requisition |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Freshteam |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Standard Integration |
+Enhanced Integration |
+
View the Full list of HRW Tests |
+✅
+ + |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+❌
+ + |
+
Bulk Invite |
+✅
+ + |
+✅
+ + |
+
Status update from invite to completion |
+✅
+ + |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+✅
+ + |
+
View Question-wise scores |
+✅
+ + |
+✅
+ + |
+
View Candidate Feedback |
+❌
+ + |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+❌
+ + |
+
View Code |
+❌
+ + |
+✅
+ + |
+
Play Code |
+❌
+ + |
+✅
+ + |
+
Templates |
+All owner templates |
+All owner templates |
+
Invite sent from |
+user |
+Company Owner |
+
Public URL sync |
+✅
+ + |
+✅
+ + |
+
Update results after editing HR |
+❌
+ + |
+✅ |
+
Result sharing and validity |
+❌
+ + |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+❌
+ + |
+
Feature |
+Standard Integration |
+Enhanced Integration |
+
Create Interview QuickPad |
+✅
+ + |
+✅
+ + |
+
Schedule HackerRank Interview |
+✅
+ + |
+✅
+ + |
+
View Result |
+❌
+ + |
+✅
+ + |
+
View Interviewer Notes |
+❌
+ + |
+✅
+ + |
+
Link to the detailed report |
+❌
+ + |
+❌
+ + |
+
Feature |
+Brassring |
+
View Full list of HRW Tests |
+Must be added manually |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+✅ |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+Owner default |
+
Invite sent from |
+❌
+ + |
+
Reinvite |
+✅
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HR |
+✅
+ + |
+
Feature |
+Brassring |
+
Create Interview QuickPad |
+✅
+ + |
+
Schedule HackerRank Interview |
+❌
+ + |
+
View Result |
+✅
+ + |
+
View Interviewer Notes |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
In HackerRank for Work |
+In BrassRing |
+
|
+
|
+
Field Name |
+Note |
+
Assessment Name |
+This is the candidate email address. HackerRank will send the invitation email. |
+
First Name |
+Candidate First Name. |
+
Last Name |
+Candidate Last Name. |
+
Percentage |
+This is the percentage score for the candidate |
+
Requisition ID |
+This is the Requisition number. It will match the BRREQNUMBER from the Candidate Export. |
+
Date of Assessment |
+This is the date of the assessment |
+
Link to Assessment Summary |
+This is a link back to the test results in HackerRank |
+
Overall Score |
+This is the score, in points. |
+
Assessment Code/ID |
+This is the test that was taken. |
+
Candidate Status |
+
|
+
+
+2. Specify the Keywords of the job you want to search in the **Job Search** page.
+
+ 
+
+3. You will land on the Job page.
+
+ 
+
+4. Click the **Candidates** tab on the top and select the appropriate candidate you want to send the Prime Assessments.
+
+ 
+
+5. The Candidate details window is displayed. Click the **Additional Info** tab.
+
+6. Now, in the **Additional Info** tab, click **Advance** on the upper-right of the screen to advance the candidate to the next stage.
+
+ 
+
+7. Click **Send Prime Assessment** to send the assessment to the candidate.
+
+ 
+
+8. You will be redirected to the **Trigger Assessment** window. Select the Connector as **HackerRank Prime Assessment**.
+
+ 
+
+9. Select the assessment you want to send the candidate from the **Select Package** drop-down. Note that the tests you have created in HackerRank are displayed in the drop-down. If the integration has been enabled, it may take some time for all HackerRank tests to sync to your iCIMS platform.
+
+ 
+
+
+
+1. You will be prompted to confirm sending the assessment to the candidate.
+
+ 
+
+2. Click **Send**. The Prime Assessments are now sent to the candidate. An email is sent to the candidate's account.
+
+ 
+
+### **Take the HackerRank Test from iCIMS**
+
+1. Once an invite is sent to the candidate, an email will be sent to the candidate's account.
+
+ 
+
+2. The candidate must click **Start Test** to start the test. The candidate is redirected to the HackerRank platform login.
+
+3. After a candidate completes the test, the Test status is updated on HackerRank.\
+ \
+ The Recruiter can view the reports of the candidate's assessments on HackerRank.
+
+ 
+
+### Inline Assessment
+
+You can add the test to the job and create a job post.
+
+To create the job posting and add the Test:
+
+1. Select the Job for which you want to create the Job posting.
+
+2. Click the Detail tab in the Job and then click Edit.
+
+ 
+
+3. The Detail tab displays the details of the Job.
+
+ 
+
+4. In the Prime Assessment Package, select the Test you want to add to the Job posting.
+
+ 
+
+5. Click Save.
+
+ 
+
+6. Now, the Test is added to the Job posting.
+
+7. Click the Postings tab.
+
+ 
+
+8. Specify the Job in the **Career portal,** select the start and end date.
+
+ 
+
+9. Click **Post**. The Job is successfully posted.
+
+ 
+
+10. Click Jobs to apply as a Candidate.
+
+ 
+
+11. The Apply for job page is displayed.
+
+ 
+
+12. When the candidate applies for the job online, they will get the test link as part of the application process. In this case, they will not receive an invite by Email. Candidates will take the Test from iCIMS.
+
+ 
+
+13. Once the Candidate clicks the Assessment link, they are redirected to the HackerRank page to take the Test.
+
+ 
+
+14. When the Candidate clicks Continue, they are redirected to the Test in which they can take the questions.
+
+ 
+
+15. After the candidate submits the Test, the status is updated on iCIMS.
+
+ 
+
+## Review Candidate's Test Scores in iCIMS
+
+Once the candidate completes the assessment, HackerRank sends their HackerRank test scores to iCIMS.
+
+- At this stage, HackerRank checks the answers submitted by the candidate, checks for plagiarism, and prepares reports.
+
+- Once the report is prepared, it is published and sent back to iCIMS.
+
+To view the result on iCIMS Prime Assessments:
+
+1. Navigate to the **Screen** tab on the **Additional Info** page.
+
+ 
+
+2. Click **Prime Assessments**.
+
+3. The details of the Assessment sent to the candidate are displayed. Select the **Show Custom Range**s option to view the HackerRank-specific status of the test taken by the candidate.
+
+ 
+
+4. You can view the detailed report of the candidate, the candidate's percentage score, and the assessment status sent.
+
+### **Assessing the Status Values for Assessments**
+
+The status of the candidate's test is displayed on the **Screen \> Additional Info** of the Candidate.
+
+**Note**: Any other status except **Pass** and **Fail** will appear as **To Evaluate** on iCIMS.
+
+
+
+For example, in the above scenario, the candidate has passed a test, and the score is displayed in percentage. The scores for the individual questions in the test are also displayed in percentage. If a question is not attempted, it is displayed as **Not Attempted**.
+
+#### Different HackerRank Status in iCIMS
+
+- **Failed:** The candidate has taken the Test but has not passed the cut-off score.
+
+ 
+
+- **Pass:** The candidate has taken the Test and passed the Test.
+
+
+
+- **To Evaluate:** The candidate has taken the Test, but the Interviewer needs to evaluate it and update the status in HackerRank, or the test contains questions that need manual evaluation.
+
+ 
+
+
+
+- **Assessment Not sent**- This status appears if the Recruiter on the job profile does not have a HackerRank license; hence, the test invite is unsuccessful.
+
+ 
+
+- **Invited**- A test invite has been sent, but the candidate has not yet taken the test.
+
+ 
+
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/icims/2481948575-icims---hackerrank-prime-assessments-configuration-guide.md b/hackerrank/integrations/applicant-tracking-systems/icims/2481948575-icims---hackerrank-prime-assessments-configuration-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..6ed1934752048ba2c8e9b6ce67d6cff4cd32147a
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/icims/2481948575-icims---hackerrank-prime-assessments-configuration-guide.md
@@ -0,0 +1,81 @@
+---
+title: "iCIMS - HackerRank Prime Assessments Configuration Guide"
+title_slug: "icims-hackerrank-prime-assessments-configuration-guide"
+source_url: "https://support.hackerrank.com/articles/2481948575-icims---hackerrank-prime-assessments-configuration-guide"
+article_slug: "2481948575-icims---hackerrank-prime-assessments-configuration-guide"
+last_updated_exact: "Dec 27, 2024, 5:57 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "iCIMS"
+---
+
+# iCIMS - HackerRank Prime Assessments Configuration Guide
+
+_Last updated: Dec 27, 2024, 5:57 AM (Last updated 1 year ago)_
+
+## Overview
+
+HackerRank's Tests integrate with iCIMS Prime Assessments to facilitate an efficient candidate screening process for Recruiters. As part of their interview workflow, iCIMS Prime Assessments users can send HackerRank Test invites to candidates and obtain the Test report for further evaluation.
+
+This article provides detailed configuration steps on HackerRank and iCIMS Prime Assessments.
+
+### Prerequisites
+
+In HackerRank for Work |
+In iCIMS Prime Assessments |
+
|
+
Example: If the email address in HackerRank for Work is [jackpeters@hackerrank.com,](mailto:jackpeters@hackerrank.com,) the iCIMS Prime Assessments user account must also include the same email address. +
|
+
Feature |
+iCIMS |
+
View Full list of HackerRank Tests +
|
+Can be viewed on the iCIMS platform |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite a candidate |
+❌
+ + |
+
Bulk Invite |
+✅
+ + |
+
Status update from invite to completion +(the status will be displayed on the iCIMS platform) |
+✅
+ + |
+
View Total Candidate Score in percentage |
+✅
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores in percentage |
+✅
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Email Templates |
+❌
+ + |
+
Invite sent from |
+Recruiter |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+✅
+ + |
+
Result Sharing and Validity |
+✅
+ + |
+
Add Accommodation time |
+❌
+ + |
+
+
+## Tests Features
+
+Below is a list of features that the HackerRank - iCIMS Integration offers:
+
+Feature |
+iCIMS |
+
View Full list of HRW Tests |
+Redirects to the HackerRank invite page |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite a candidate |
+❌
+ + |
+
Bulk Invite |
+✅
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Email Templates |
+can be selected during invite |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HR |
+❌
+ + |
+
Result Sharing and Validity |
+❌
+ + |
+
Add Accommodation time |
+❌
+ + |
+
Feature |
+iCIMS |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+✅
+ + |
+
Feature |
+Jazz |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+✅ |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+owner default |
+
Invite sent from |
+owner |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Jazz |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
HackerRank |
+Jobvite |
+
|
+
|
+
Error Status |
+Possible Resolutions |
+
Not Invited. Email address is not valid for this candidate |
+Verify that the candidate's email address is valid. Add an alternate email address and try changing the workflow status to HackerRank Assessment |
+
Not Invited. Email address is missing for this candidate. |
+Ensure that the candidate's profile has a valid email address |
+
Test ID is missing for this requisition/No such test exists. |
+In HackerRank for Work, ensure that the Test ID linked with the Requisition exists and is a published Test. |
+
Not Invited. Company/Test Owner in HackerRank does not have permission to invite candidates. +Not Invited. Company/Test Owner in HackerRank does not have permission to read the test. |
+In HackerRank for Work, ensure that the Company Admin user account is set to the Recruiter type and has the required permissions to send invites. |
+
Not Invited. Inviting Owner's HackerRank Account is not activated. |
+Ensure that the HackerRank for Work user account is activated. |
+
Feature |
+Jobvite |
+
View the Full list of HRW Tests |
+❌ |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Reinvite |
+❌
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+✅
+ + |
+
Feature |
+Lever |
+
View the full list of HRW Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel or Reinvite an invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+✅
+ + |
+
View Candidate Feedback |
+✅
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+✅ |
+
Play Code |
+❌
+ + |
+
Templates |
+owner default |
+
Invite sent from |
+owner |
+
Reinvite |
+❌
+ + |
+
Bulk invite |
+✅
+ + |
+
Public URL sync |
+✅
+ + |
+
Update results after editing HR |
+❌
+ + |
+
Feature |
+Lever |
+
Create Interview QuickPad |
+✅
+ + |
+
Schedule HackerRank Interview |
+✅
+ + |
+
View Result |
+❌
+ + |
+
View Interviewer Notes |
+❌
+ + |
+
Link to the detailed report |
+✅
+ + |
+
Interview Scorecard |
+✅
+ + |
+
For HackerRank for Work |
+For Lever |
+
|
+
|
+
In HackerRank for Work |
+In Lever |
+
|
+
|
+
HackerRank for Work |
+On Lever |
+
|
+Global configuration settings on Lever: +
|
+
Feature |
+LinkedIn Talent Hub |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+❌
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+✅
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+LinkedIn Talent Hub |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+✅
+ + |
+
+
+In addition to the message shown by ORC, we also send candidates an email invite. This will use your default HackerRank email settings.\
+This is if candidates miss the message on the ORC page or want to attempt it later.
+
+
+
+**External Applyflow Inline Trigger**\
+When this trigger is set up, candidates will be asked to complete an assessment while filling out the job application and before submitting it. We recommend using this trigger type only for HackerRank Tests. At this stage, a live HackerRank Interview would not be a logical assessment.
+
+**Candidate Experience:**\
+While candidates are applying for a job, they will see an assessment block that informs them to take an assessment. They need to complete the assessment before they can submit the job application.
+
+
+
+When the candidates click on the **Take Assessment** button, ORC redirects them to HackerRank to complete the assessment.
+
+
+
+Once candidates complete the questions, they can submit the assessment.
+
+
+
+After submission, they see a success message for a few seconds before being redirected back to their ORC job application.
+
+
+
+At this stage, they see the ORC assessment block updated to reflect the completion of the assessment. Now, the candidates can submit the job application.
+
+
+
+For this assessment trigger type, we do not send an email invite to candidates since they will be taking the test before applying and cannot attempt it later.
+
+## Types of HackerRank Assessments
+
+The HackerRank platform supports two types of assessments. Both these types of assessments are supported via integration with ORC.
+
+- **HackerRank Tests**
+
+ - Includes asynchronous coding tests, code review questions, and MCQs.
+
+ - Includes Projects.
+
+ - For HackerRank Test invites from Oracle, we send email invites to candidates with a link to take the assessment, except for the External Applyflow Inline trigger type.
+
+
+
+- **HackerRank Interviews**
+
+ - Includes synchronous interviews with single or multiple interviewers.
+
+ - For HackerRank Interview links generated from ORC, we do not send email notifications to candidates. We send the links back to ORC, and recruiters or coordinators can share this link with candidates and interviewers.
+
+## Adding Assessments to a Requisition
+
+Once the integration is set up and your team has defined the assessments for a job, you should be able to add HackerRank tests and interviews to an ORC requisition.
+
+- Navigate to the **Job Requisitions** page under **Administer Workforce** \> **Hiring**. Click **+Add** in the top right to create a new requisition.
+
+- You will need to follow the steps to create a new requisition, which includes all the necessary requisition setup information.\
+ \
+
+ 
+
+- Under the **Configuration** setup, you can choose the preferred **Candidate Selection Process** and **External Application Flow**.
+
+ 
+
+- You will have the option to define Phases and States that trigger an assessment based on the selected CSP flow.
+
+- The **External Application Flow** will define the process through which the candidate is presented with an external assessment. If you prefer not to include an external assessment, the selected External Application Flow will not affect the assessment trigger.
+
+- Under **Screening Services**, users can add **Background Checks**, **Assessments**, or **Tax Credit** services. Select **+Add** under the **Assessments** section.
+
+ 
+
+- Select **HackerRank** as the assessment partner and choose the relevant user account.
+
+- If you have a specific user account provisioned, you could use that. Otherwise, select **ORC_HACKERRANK_USER** as the user account.
+
+- If you select a specific user email under the user account, then you can only choose a HackerRank test that the user can access. For **ORC_HACKERRANK_USER**, you can select any HackerRank test in your company's account.
+
+ 
+
+- Click **OK**. Then click on the edit (pencil) icon. Since the **Add Assessment Phases** box is not selected, this is a single-phase assessment setup.
+
+- Users will be presented with options to choose assessments for various flows.
+
+ 
+
+- Assessments selected under internal and external job assessment flows will be presented to the candidates as a part of the job application flow. (Defined by **External Application Flow** chosen in Step5 )
+
+- Users can also choose a single Phase and State to trigger one assessment for the candidate. The Phase and State can be selected from the drop-down, and users can map one HackerRank assessment to it. Users can choose a HackerRank Test or a HackerRank Interview. This assessment will be triggered via the CSP flow when a candidate is moved to that Phase and State.
+
+ - **For HackerRank Tests:** Choose any test name from the drop-down menu. This test will be sent to the candidate when they are moved to the mapped Phase and State. Please ensure that the recruiter assigned to the requisition has access to the test on HackerRank.
+
+ - **For HackerRank Interviews:** Users can generate a unique HackerRank interview link in up to 5 interview stages. Note that multiple interviewers can use one link for the same candidate. Select one of the 5 HackerRank Interview options for each stage where you must conduct a HackerRank interview.
+
+- Select HackerRank as the assessment partner for the Multi-Phase Assessment Setup, choose an appropriate user account, and select the **Add Assessment Phases** option. Click **OK**. Then click on the edit (pencil) icon.
+
+ 
+
+- Users will be presented with options to choose assessments for various flows.
+
+ 
+
+- Assessments selected under internal and external job assessment flows will be presented to the candidates as a part of the job application flow. (Defined by **External Application Flow** selected in Step 5)
+
+- Users can also choose one assessment to be triggered for each available Phase and State. Under each phase and state label, users can choose a unique HackerRank Test or a HackerRank Interview. The CSP flow will trigger these assessments when a candidate is moved to that Phase and State.
+
+- Click **Save**. Proceed with the requisition completion. Once it is posted, the requisition will be available for candidates.
+
+## Triggering Assessments to Candidates
+
+Candidates can apply for the position once a requisition has been posted and live. There are multiple flows through which candidates may be asked to take an assessment.
+
+- External Applyflow or External Applyflow Inline Trigger\
+ If an assessment is set up to be triggered as part of an external apply flow, it will be presented to the candidates automatically.
+
+- External Applyflow assessments are shown to candidates after they finish their job application, and inline assessments are part of the job application requirements.
+
+- Both assessments will be visible on the candidate profile. Once a candidate sees one, the status will be shown as **Requested**. Since candidate actions trigger these assessments, they will be tagged as **Requested by Candidate.**
+
+ 
+
+- **Candidate Selection Process Trigger**: When an assessment is tied to a Phase and State in the CSP, it can be triggered by moving candidates to that Phase and State.
+
+- Select **Move** from the top right within the candidate profile to move a candidate.
+
+ 
+
+- From the details section, move the candidate to a desired Phase and State. If an assessment has been set up, users will see a popup confirming that an assessment will be triggered.
+
+### Triggering HackerRank Tests
+
+If a HackerRank Test is triggered via the CSP, candidates will receive an email from HackerRank asking them to take the test.
+
+
+
+If a HackerRank Interview is requested via the CSP, HackerRank generates a unique interview link and sends it back to the candidate’s ORC profile.
+
+
+
+After the assessment (test or interview) is triggered, the candidate’s HackerRank profile will also reflect the action. This will maintain a mapping of the user who requested the assessment from ORC.
+
+
+
+The recruiter requesting assessments from ORC needs a HackerRank license with the same email address.
+
+## Reviewing Results and Evaluation
+
+Once a candidate has completed their HackerRank test or interview, their results will be available on HackerRank and synced with ORC.
+
+The feedback available for HackerRank tests and interviews is different. Here is a screenshot of the candidate’s ORC profile before completing a HackerRank assessment.
+
+
+
+ORC provides six fields for HackerRank to update:
+
+- **Status:** Reflects the status of the assessment
+
+- **Score:** Candidate’s score on the assessment
+
+- **Assessment Percentile:** Percentile based on the maximum score
+
+- **Band**: Current band on assessment
+
+- **Comments:** Additional information to help understand assessment results
+
+- **View Results:** Button with a hyperlink to detailed HackerRank reports
+
+### HackerRank Tests
+
+After completing the HackerRank test, candidates' test scores and percentiles will be sent back to ORC.
+
+
+
+HackerRank updates the provided fields as follows:
+
+- **Status**: This field will reflect the latest status. Based on the type of trigger, this field can take one of the following values: Not Triggered, Requested, Initiated, Started, Completed By Candidate, Completed - Pass, Completed - Fail
+
+- **Score:** This will reflect a numeric value for the candidate’s test score.
+
+- **Assessment Percentile:** This will reflect a numeric value for the candidate’s test percentile.
+
+- **Band:** Upon completion, the band can be **Evaluated**, **Pass**, or **Fail**. By default, it will be set to **To Be Evaluated** upon assessment completion. If a cutoff score is set on the test level in HackerRank, the band will automatically update to **Pass** or **Fail**.
+
+- **Comments:** For HackerRank tests, we provide additional test results in the comment section. This includes the **Max Score**, attempt end time and **Question Details**.
+
+- **View Results:** Upon test completion, this link will direct to the most recently completed HackerRank assessment report.
+
+**Evaluating HackerRank test results**
+
+- When a candidate has completed their assessment, the result fields on the ORC profile will be updated. The following two fields will indicate recently completed and unevaluated test results.
+
+ - **Status**: Completed by Candidate
+
+ - **Band**: To Be Evaluated
+
+- Users can review candidates’ scores. For a detailed HackerRank report, click the **View Results** button. This button will direct you to the candidate’s most recently completed HackerRank assessment report.
+
+- Users will require a HackerRank license to view a candidate’s detailed report on HackerRank.
+
+- Once a user evaluates the candidate’s test submission and code, the user can mark the candidate as **Test Completed** - **Qualified** or **Test Completed - Failed** on HackerRank.
+
+ 
+
+- Based on the evaluation on HackerRank, the ORC profile status for that particular test will update to **Completed** - **Pass** or **Completed** - **Fail**. The Band will also update to **Pass** or **Fail**.
+
+ 
+
+Once this is done, the hiring team can decide whether to disposition the candidates or move them forward in the hiring process.
+
+Please note that ORC only supports updating the Status once. So, you may be unable to update the candidate’s status between **Pass** and **Fail** multiple times.
+
+### HackerRank Interviews
+
+Once a HackerRank interview is triggered for the candidate, a unique link will be posted back to the candidate’s ORC profile. This interview link can be used to conduct interviews with the candidate.
+
+
+
+HackerRank updates the provided fields as follows:
+
+- **Status:** This field will reflect the latest status. Based on the type of trigger, this field can take one of the following values: **Not** **Triggered**, **Requested**, **Initiated**, **Started**, **Completed By Candidate**, **Completed - Pass**, **Completed - Fail.**
+
+- **Score:** This will remain blank or 0 for HackerRank interviews.
+
+- **Assessment Percentile:** It will remain blank or 0 for HackerRank interviews.
+
+- **Band:** Upon completion, the band can be **Evaluated**, **Passed**, or **Failed**. As a default, the band will be set to **To Be Evaluated** upon assessment completion.
+
+- **Comments:** We provide additional details in the comment section for HackerRank interviews. This includes the Title, Start Time, End Time, Interviewer Details, and Scorecard.
+
+- **View Results:** Upon completion, this link will direct you to the most recently completed HackerRank assessment report.
+
+**Evaluating HackerRank interview results**
+
+- When the interview ends, the result fields on the ORC profile will be updated. The following two fields will indicate recently completed and unevaluated interviews.
+
+ - **Status:** Completed by Candidate
+
+ - **Band**: To Be Evaluated
+
+- Users can review the interview feedback. For a detailed HackerRank report, click the **View Results** button. This button will direct you to the candidate’s most recently completed HackerRank assessment report.
+
+- Users will require a HackerRank license to view candidates’ detailed reports on HackerRank.
+
+- On the detailed HackerRank interview report, users can see candidates’ live coding submissions, whiteboards, and feedback from interviewers.
+
+- After reviewing the necessary information, users can choose the evaluation and mark the candidate with a **Thumbs Up** or **Thumbs Down** on HackerRank.
+
+ 
+
+- Based on the evaluation on HackerRank, the ORC profile status for that particular interview will update to **Completed - Pass** or **Completed - Fail**. The Band will also update to **Pass** or **Fail**.
+
+ 
+
+Once this is done, the hiring team can decide whether to disposition the candidates or move them forward in the hiring process.
+
+Please note that ORC only supports updating the Status once. So, you may be unable to update the candidate’s status between **Pass** and **Fail** multiple times.
+
+The hiring team can follow the same steps to review results for successive assessments upon completion.
diff --git a/hackerrank/integrations/applicant-tracking-systems/oracle-recruiting-cloud/8503244016-oracle-recruiting-cloud---hackerrank-integration-.md b/hackerrank/integrations/applicant-tracking-systems/oracle-recruiting-cloud/8503244016-oracle-recruiting-cloud---hackerrank-integration-.md
new file mode 100644
index 0000000000000000000000000000000000000000..ae4d091cbd5419b42fb6dd98b2cdbf58b72bb50e
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/oracle-recruiting-cloud/8503244016-oracle-recruiting-cloud---hackerrank-integration-.md
@@ -0,0 +1,213 @@
+---
+title: "Oracle Recruiting Cloud - HackerRank Integration"
+title_slug: "oracle-recruiting-cloud-hackerrank-integration"
+source_url: "https://support.hackerrank.com/articles/8503244016-oracle-recruiting-cloud---hackerrank-integration-"
+article_slug: "8503244016-oracle-recruiting-cloud---hackerrank-integration-"
+last_updated_exact: "Mar 20, 2025, 9:22 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Oracle Recruiting Cloud"
+---
+
+# Oracle Recruiting Cloud - HackerRank Integration
+
+_Last updated: Mar 20, 2025, 9:22 PM (Last updated 1 year ago)_
+
+HackerRank integrates with Oracle Recruiting Cloud for Tests and Interviews to facilitate an easy and seamless hiring experience.
+
+## Key Features
+
+- Send Test invites to candidates from ORC through your Candidate Selection Process
+
+- View candidate’s Test results in ORC, including score and evaluator feedback
+
+- Have a direct link to a candidate’s Test report from ORC
+
+- Include Tests in your ORC job application flow - you can choose if candidates take this Inline (while applying to the job) or at the end of the job application
+
+- Generate HackerRank Interview links for Virtual & Remote Onsite Interviews with candidates
+
+- View Interview results and scorecard information from interviewers
+
+- Have a direct link to the candidate’s interview report from ORC
+
+Refer to the below articles to learn how to set up and use Oracle Recruiting Cloud
+
+- [📄 Oracle Recruiting Cloud and HackerRank Integration User Guide](/articles/3350882088)
+ \
+- [📄 Oracle Recruiting Cloud - HackerRank Integration Setup Guide](/articles/8672148210)
+ \
+
+### **Tests **
+
+Feature |
+Oracle Recruiting Cloud |
+
View the Full list of HRW Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+✅
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+✅
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+User Default |
+
Invite sent from |
+Assigned Recruiter |
+
Reinvite |
+✅
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HR |
+✅
+ + |
+
Result Sharing and Validity |
+✅
+ + |
+
Adding Time Accommodation |
+❌
+ + |
+
Feature |
+Oracle Recruiting Cloud |
+
Create Interview QuickPad |
+✅
+ + |
+
Schedule HackerRank Interview |
+❌
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
+
+3. Download the Integration ZIP file in Step 1 of the page.
+
+ 
+
+4. The HackerRank Integration configuration file contains information on the integration entered by HackerRank while building the integration. This includes API Tokens, Endpoints, and so on that are used by the ORC to identify the integration partner. When you upload this .ZIP file to ORC (2 steps later), the integration triggers will be stored in your ORC instance.
+
+5. Log in to ORC with a Recruiting Administrator Role (or higher).
+
+6. Import the HackerRank Integration Configuration ZIP file.
+
+7. Based on the instructions from the ORC team, here are guidelines from the ORC team to help you import the file into your ORC instance:
+
+ - Partner Enablement: Partner enablement consists of contacting the partner to obtain the implementation project .zip file and import it into Oracle HCM Cloud.
+
+ - You must have the Application Implementation Administrator role (ORA_ASM_APPLICATION_IMPLEMENTATION_ADMIN_ABSTRACT) and Recruiting Administrator (ORA_PER_RECRUITING_ADMINISTRATOR_JOB) are required to import the file provided by the partner.
+
+ - In the Setup and Maintenance work area, click the Tasks icon and select the Manage Configuration Packages task.
+
+ - In the Manage Configuration Packages page, in the Search Results section, click Upload.\
+ Select the implementation project .zip file provided by the partner.
+
+ - Click Get Details to verify that the selected file is correct. If needed, click Update to select a different file and click on **Submit**.
+
+ - When the warning message appears, click Yes. The upload process starts. Once the upload is done, the status changes to Completed successfully. Click the Refresh icon to update the status.
+
+ - Once the upload is done, you must import setup data.
+
+ - Select the row where Upload - Completed Successfully appears and click the Import Setup Data button.
+
+ - If needed, click the Refresh icon to update the status.
+
+ - Once the import is done, the status changes to Completed successfully.
+
+ - The partner is now provisioned. If you go to the Recruiting Category Enablement task and Recruiting Category Provisioning and Configuration task, you can see that the status of the partner is set to Provisioned.
+
+ - **For any questions related to the above guidelines from the ORC team, please contact the ORC team directly.**
+
+8. Create an API User for HackerRank on ORC.
+
+ - Here are guidelines from the ORC team to help you create an API User in your ORC instance:
+
+ - **Provide User Account Credentials:** The Administrator provides the user account credentials to the partner for data synchronization. The partner uses this user account for authentication with HCM when updating the data.
+
+ - A separate account is required for the testing environment and the production environment.
+
+ - The following privileges are required:
+
+ - **For ASM:** Use REST Service–Candidate Assessments
+
+ - For any questions related to the above guidelines from the ORC team, please contact the ORC team directly.
+
+ - Once this is done, you will have an API User Name and Password. Store this safely.
+
+ - **Optional**:
+
+ - We also support the addition of IP allowlisting for an extra layer of security. This ensures that only requests coming from HackerRank’s servers make it through to your ORC instance.
+
+ - If your API User Name and Password are compromised, this logic will block requests generated from servers outside HackerRank.
+
+ - Include the below IPs to the allowlist:
+
+ - `100.25.76.193`
+
+ - `3.233.184.164`
+
+9. Copy and store your ORC Base URL:
+
+ - Your ORC Base URL is the domain of your company’s ORC instance. \\
+
+ - We require this to be able to post data back to your ORC instance. We use this in addition to the API Users previously generated.
+
+ - The API User Name and Password tells ORC that we’re a trusted partner trying to post data to your ORC instance.
+
+ - Here’s how the ORC Base URL would look like: [https://www.yourcompany.oraclecloud.com](https://www.yourcompany.oraclecloud.com)
+
+ - Here’s a sample URL: [https://eyte-dev12.fa.us2.oraclecloud.com/](https://eyte-dev12.fa.us2.oraclecloud.com/)
+
+10. Generate OAuth Tokens from HackerRank:
+
+ - For this integration, HackerRank uses OAuth 2.0 to authenticate incoming API requests.
+
+ - For each customer, we have 3 unique tokens that need to be entered in ORC. Once we validate these 3 tokens, we generate a temporary access token that is used by ORC until it expires.
+
+ - Once it expires, ORC has to send us the 3 tokens again for us to validate. This way any token compromised can’t be used for a time longer than 1000 seconds (16 mins 40 secs).
+
+ - Click on Generate OAuth Tokens. You will get 3 tokens: Reference Key, Client ID, and Client Secret.
+
+ 
+
+ **Note:** The **Client ID** and **Client Secret** are separate values. They look very similar but are not interchangeable and usually differ by only a few characters.
+
+ - Copy each token and store it safely. Once you close the modal, your tokens will be encrypted and you will not be able to see them again.
+
+ 
+
+ - If you misplace the token and cannot find it to be entered in ORC, you can come back and regenerate tokens from HackerRank. One thing to remember is that if your integration is active with any old tokens, it will stop working if you delete these tokens from HackerRank.
+
+11. Find the **HackerRank Integration Provisioning** page in ORC:
+
+ - In ORC, you need to enter all the OAuth tokens and activate the integration.
+
+ - You need to get to the HackerRank Integration setup page. Follow these steps to get there:
+
+ - **Go to Setup and Maintenance.**
+
+ 
+
+ - Click Recruiting and Candidate Experience.
+
+ 
+
+ - Click on Recruiting and Candidate Experience Management then go to RecruitingCategory Provisioning and Configuration.
+
+ 
+
+ - In the Integration Categories under Assessment Partners, you should see HackerRank. Click on the Edit (pencil) icon placed at the right end.
+
+ 
+
+ - You will land on the HackerRank Integration page.
+
+ 
+
+12. Enter Integration Details in ORC:
+
+ - Once you get to the Integration Provisioning page, enter the 3 tokens generated from HackerRank: Reference Key, Client ID, and Client Secret.
+
+ - At this point, you will also be able to set up the Validity and Validity Period:
+
+ - **Share Results Across Job Applications** - If this is checked, we will use candidates’ test results across job applications if they were invited for the same test.
+
+ - For example: If a candidate takes a test for Req A and then applies to Req B where you have the same test set up, we will not ask the candidate to take the test again. Instead, we will use their results from the previous attempt (for Req A).
+
+ - **Validity Period in Days** - For the Validity logic of sharing test results across requisitions, this defines the number of days a test result is valid.
+
+ - For example: If this is set as 30 days, and the candidate applies to Req B 40 days after taking the test. Then we will ask the candidate to take the test again.
+
+ - We typically see our customers use a 6-month (180-day) validity logic. Meaning that they consider that a candidate may improve their skills in a 6-month period to make it worth their time to take the test again.
+
+13. Assign User Account in ORC:
+
+ - On the integration page, click on + Assign User Account. This will trigger a modal that will ask you for information on the user.
+
+ - This is the API User to which all HackerRank Tests and interviews will be tied.\
+ In the modal, enter the User Name as ORC_HACKERRANK_USER (Use all caps and no spaces).
+
+ - You can use any description. We recommend “User with all Tests and Interviews”. Then click OK.
+
+ 
+
+ - Once you click on OK, ORC sends us this User Name and initiates the first API call made from ORC to HackerRank.
+
+ - At this stage, ORC asks HackerRank for a list of all tests and interviews accessible to your company. We respond with 5 Interviews and up to 494 of your most recent Tests. (That makes it a total of 499 since ORC does not accept more than 499 packages for an integration).\
+ If you are able to see the list of tests shown in Screening Packages, then the integration was successful.
+
+ - If you are unable to see the tests or if ORC returns an invalid User Name error, check if you entered the “ORC_HACKERRANK_USER” as is without spaces or quotes.
+
+ - This is an example of what you will see if this step was successful:
+
+ 
+
+ - Once you see this, one final step on this page is to click on the **Activate** button at the top next to **Save**. Now, your Oracle configuration is completed.
+
+14. Assign Additional User Accounts in Oracle Recruiting:
+
+ - HackerRank supports adding more than one user account on Oracle. In the previous step, you added "ORC_HACKERRANK_USER" which is a user account that pulls in all the available HackerRank tests from your HackerRank account.
+
+ - HackerRank, now, supports adding individual users as user accounts on Oracle Recruiting. You can follow the same steps in Oracle by clicking on **+Assign User Account** and entering the users' email IDs.
+
+ 
+
+ - Note that these email IDs need to match with a valid HackerRank license.
+
+ - By adding individual accounts, only the tests that the provided email ID has access to will be pulled into Oracle. Thus making it easier for users to select a test that is most relevant to them and avoiding scrolling through a list of tests for roles and regions that they are not a part of.\
+ This feature supports recruiters across teams and geographies to use the HackerRank - Oracle Recruiting integration effectively.
+
+ - All the added user accounts will show up on the integration settings page in HackerRank.
+
+ 
+
+ - Note that if you want to delete these additional user accounts, you could do so from the integration settings page in HackerRank.
+
+ 
+
+15. Enter API User Details and ORC Base URL in HackerRank:
+
+ - Open HackerRank ORC Integration Settings Page.
+
+ - On the page, in Step 5. a. Enter the User Name and Password you previously generated from ORC.
+
+ - On the page, in Step 5. b. Enter the ORC Base URL.
+
+ 
+
+ - Make sure you press Test and Save. This will validate the credentials you entered. If the credentials are correct, you will see a success message on the screen and your details will be saved.
+
+Now, your integration is successful and activated. You and users in your organization will be able to use HackerRank from within ORC.\
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/phenom-people/7288417717-phenom-people---hackerrank-integration-guide.md b/hackerrank/integrations/applicant-tracking-systems/phenom-people/7288417717-phenom-people---hackerrank-integration-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..aa6d5101260d6daacc4d057b7152ee13c7af2dad
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/phenom-people/7288417717-phenom-people---hackerrank-integration-guide.md
@@ -0,0 +1,198 @@
+---
+title: "Phenom People - HackerRank Integration Guide"
+title_slug: "phenom-people-hackerrank-integration-guide"
+source_url: "https://support.hackerrank.com/articles/7288417717-phenom-people---hackerrank-integration-guide"
+article_slug: "7288417717-phenom-people---hackerrank-integration-guide"
+last_updated_exact: "Dec 27, 2024, 6:10 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Phenom People"
+---
+
+# Phenom People - HackerRank Integration Guide
+
+_Last updated: Dec 27, 2024, 6:10 AM (Last updated 1 year ago)_
+
+## Overview
+
+HackerRank integrates with Phenom for screening Tests. The integration between HackerRank and Phenom allows hiring teams to send HackerRank assessments and view candidate scores, directly through the Phenom platform. This reduces friction by eliminating the need to switch between multiple platforms.
+
+## Tests Features
+
+Below is a list of features that the HackerRank - Phenom People Integration offers:
+
+Feature |
+Phenom People |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+owner default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Phenom People |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Prismforce |
+
View the Full list of HackerRank Tests |
+❌
+ + |
+
Invite candidates to a specific test |
+❌
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+- |
+
Invite sent from |
+- |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Prismforce |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Recruitee |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter on requisition |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Rippling |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter on requisition |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+SAP Success Factors |
+
View the Full list of HackerRank Tests |
+Must be added manually |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+❌
+ + |
+
Status update from invite to completion |
+✅ |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+✅
+ + |
+
View Candidate Feedback |
+✅
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+assigned recruiter |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Feature |
+SAP Success Factors |
+
Create CodePair link |
+✅
+ + |
+
Schedule HackerRank Interview |
+❌
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
+
+
+
+\
+HackerRank Tests Integration with SmartRecruiters
+-------------------------------------------------
+
+- Once you have completed the integration, click on the People option from the top navigation bar.
+
+ 
+
+
+
+- You will be taken to a list of the candidates. Here select the desired candidate to open their profile.
+
+ 
+
+
+
+- Inside the candidate's profile page, click on Browse under the Assessments tab. You will see a popup where the tests created by you in your HackerRank for Work user account will be visible. Select the test title you desire by ticking the checkbox beside it and clicking on **Continue. **
+
+ 
+
+
+
+- Click on **Send** on the following page to send a test invitation to the candidate.
+
+ 
+
+
+
+- Once you have successfully sent the test invitation, you will be notified about the same on the right pane of the candidate's profile page.
+
+ 
+
+
+
+- When the candidate finishes their test and gets evaluated, you can see their marks and qualification status as shown below.
+
+ 
+
+
+
+- You can also view integrity-related information, including:
+
+ 
+
+ - **Integrity Issues**: Indicates whether potential integrity issue is detected. Integrity issues are classified as **None**, **Medium** and **High** based on severity.
+
+ - **Integrity Summary:** Overview of suspicious activities detected during the test.
+
+- When a test is in completed status, you can visit the candidate report page on HackerRank by clicking on the link icon as shown below.
+
+ 
+
+### Adding an Inline Assessment
+
+- Click on the profile icon from the top right corner and select **Settings/Admin**.
+
+ 
+
+
+
+- Select **Hiring Process** from the Settings page.
+
+ 
+
+
+
+- Click on the **Add in-line Assessment** button on the following page.
+
+ 
+
+
+
+- On the following page, you can see the list of Tests created by you in your HackerRank account. Select an assessment from the list.
+
+ 
+
+Whenever a candidate applies for a job, they'll have to take this test before they submit the application.
+
+
+
+When the candidate clicks on Next, they are redirected to take the HackerRank test you chose in the last step automatically. Once the test is finished, they are redirected to the SmartRecruiters platform.
+
+
+
+## HackerRank Interviews Integration with SmartRecruiters
+
+- Once you have completed the integration, click on the People option from the top navigation bar.
+
+ 
+
+
+
+- You will be taken to a list of the candidates. Here select the desired candidate to open their profile.
+
+ 
+
+
+
+- Inside the candidate's profile page, click on Browse. Select the **HackerRank Interview** by ticking the checkbox beside it and clicking on **Continue** to generate the interview link**. **
+
+ 
+
+
+
+- Once the interview link is generated, you can locate it on the right pane, as shown below.
+
+ 
+
+
+
+- Copy the interview URL and share it with the candidate.
+
+- You can do that by clicking on the Email from the top navigation bar.
+
+ 
+
+
+
+- You can see the ratings and the comments on the right pane when the interview is over, as shown below.
+
+- You can access the interview report by clicking on the link icon.
+
+ 
+
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/5934100296-smartrecruiters---hackerrank-integration-configuration-guide.md b/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/5934100296-smartrecruiters---hackerrank-integration-configuration-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..1659821f0108a19e0f7055b5b6661d546864f2d3
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/5934100296-smartrecruiters---hackerrank-integration-configuration-guide.md
@@ -0,0 +1,67 @@
+---
+title: "SmartRecruiters - HackerRank Integration Configuration Guide"
+title_slug: "smartrecruiters-hackerrank-integration-configuration-guide"
+source_url: "https://support.hackerrank.com/articles/5934100296-smartrecruiters---hackerrank-integration-configuration-guide"
+article_slug: "5934100296-smartrecruiters---hackerrank-integration-configuration-guide"
+last_updated_exact: "Dec 28, 2024, 3:47 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "SmartRecruiters"
+---
+
+# SmartRecruiters - HackerRank Integration Configuration Guide
+
+_Last updated: Dec 28, 2024, 3:47 AM (Last updated 1 year ago)_
+
+This article will guide you through the process of integrating your HackerRank account with the SmartRecruiter platform.
+
+**Prerequisites:**
+
+- You must have **admin access** on **HackerRank **and **SmartRecruiters **to set up this integration.
+
+#### **HackerRank - SmartRecruiters Configuration**
+
+1. Log in to HackerRank for Work with the Company Admin user account.
+
+2. On the home page, click the drop-down next to the user icon in the top right corner.
+
+3. Click **Settings**.
+
+ 
+
+4. On the left pane, click **Integrations.** The **Integrations** page is displayed. Scroll down and click **Connect** on the **SmartRecruiters** option. You can also search the Integration from the Search bar.
+
+ 
+
+5. Click on the **SmartRecruiters Marketplace** link.
+
+ 
+
+6. You will be redirected to the SmartRecruiters Apps/Integrations page.
+
+7. Inside the SmartRecruiters page look for the HackerRank app. You can also use the search option to find the HackerRank app.
+
+
+
+- Click on **Connect** and then **Allow and Connect** on the next page to complete the integration.
+
+
+
+- You will be prompted to authorize the integration. Click on **Authorize** to continue.
+
+
+
+- Once the integration is complete, you can see the HackerRank is connected on the integration page.
+
+
+
+- You will be notified about the same on the HackerRank-SmartRecruiters configuration page.
+
+Now that you have integrated SmartRecruiters with HackerRank, you can manage your tests and interviews inside the SmartRecruiters. Refer to the below article to learn how to manage tests and interviews inside SmartRecruiters.
+
+- [📄 SmartRecruiters - HackerRank Integration User Guide](/articles/2880884436)
+ \
+
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/9231210914-smartrecruiters---hackerrank-integration.md b/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/9231210914-smartrecruiters---hackerrank-integration.md
new file mode 100644
index 0000000000000000000000000000000000000000..631b41b40ce8d90d8851ae7d0c93ad7114714e12
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/smartrecruiters/9231210914-smartrecruiters---hackerrank-integration.md
@@ -0,0 +1,211 @@
+---
+title: "SmartRecruiters - HackerRank Integration"
+title_slug: "smartrecruiters-hackerrank-integration"
+source_url: "https://support.hackerrank.com/articles/9231210914-smartrecruiters---hackerrank-integration"
+article_slug: "9231210914-smartrecruiters---hackerrank-integration"
+last_updated_exact: "Mar 25, 2026, 2:29 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "SmartRecruiters"
+---
+
+# SmartRecruiters - HackerRank Integration
+
+_Last updated: Mar 25, 2026, 2:29 PM (Last updated 1 month ago)_
+
+HackerRank integrates with SmartRecruiters to facilitate a seamless and efficient interviewing experience for the hiring team and the candidate.
+
+As a part of the workflow, users can send HackerRank Tests and schedule remote interviews from SmartRecruiters. Test results and Interview feedbacks appear directly inside the candidate's SmartRecruiters profile.
+
+Refer to the following articles to set up various features of the SmartRecruiters - HackerRank Integration:
+
+- [📄 SmartRecruiters - HackerRank Integration Configuration Guide](/articles/5934100296)
+ \
+- [📄 SmartRecruiters - HackerRank Integration User Guide](/articles/2880884436)
+ \
+
+Below is a list of features that the SmartRecruiters Integration offer:
+
+**Tests**
+
+
+
+
+
+Feature |
+SmartRecruiters |
+
View the full list of HackerRank tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
View total candidate score |
+✅
+ + |
+
View maximum score |
+✅
+ + |
+
View question-wise scores |
+❌
+ + |
+
View candidate feedback |
+❌
+ + |
+
View reviewer comments |
+❌
+ + |
+
View code |
+❌
+ + |
+
View result |
+✅
+ + |
+
View scorecard |
+✅
+ + |
+
Update results after editing scores in HackerRank |
+✅
+ + |
+
Templates |
+User default |
+
Status update from invite to completion |
+✅
+ + |
+
Re-invite a candidate |
+❌
+ + |
+
Public URL sync |
+❌
+ + |
+
Play code |
+❌
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
Invite sent from |
+User |
+
Current status |
+Live |
+
Feature |
+SmartRecruiters |
+
Invite a candidate to an interview |
+✅
+ + |
+
Create an interview link |
+✅
+ + |
+
Schedule an interview |
+❌
+ + |
+
Cancel an invite |
+❌
+ + |
+
View the candidate's interview report +
|
+Redirects to HackerRank interview report page |
+
View the interviewer's rating |
+✅
+ + |
+
View the interviewer's comments |
+✅
+ + |
+
Feature |
+Teamtailor |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+❌
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Teamtailor |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Workable |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+✅
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+owner default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+✅
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Workable |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
In HackerRank for Work |
+In Workable |
+
|
+
|
+
Functional Area |
+Domain Security Policy |
+Domain Security Policies Inheriting Permission |
+Type of Permission |
+Operation |
+
Recruiting |
+Candidate Data: Job Application |
+Candidate Data: Bundle Resumes |
+Integration Permission |
+Get Only |
+
Recruiting |
+Candidate Data: Assessment Results |
+
|
+Integration Permission |
+Get and Put |
+
Contact Information |
+Person Data: Work Contact Information +
|
+Person Data: Work Email |
+Integration Permission |
+Get Only |
+
+
+
+
+1. Chose Ok on the page
+
+2. After the page saves, hover next to the magnifying glass and choose Integration IDs -\> Edit reference ID.
+
+
+
+1. Set the Reference ID to the *Test ID* from HackerRank
+
+
+
+Note: When building out and testing the integration for the first time, you can get the Name and Test ID from the HackerRank Test page and the page URL, as described above.
+
+When the integration is ready, you can log into your HackerRank for Work account and do a one-time bulk export of all the tests that need to be entered into Workday.
+
+Follow the below steps in your HackerRank account to bulk export the available tests.
+
+- Click on the **Settings** button from the top left menu
+
+- Select the **Integrations** option from the left panel
+
+- Under Workday, click on the **Configure** button.
+
+- Under the CodeScreen Integration setup section, click on download all published tests.
+
+
+
+Note: You need to add all new tests that are created in HackerRank and need to be used in Workday manually.
+
+## Business Process Configuration
+
+This integration gets initiated from the Assess Candidate Business Process. This integration does not require any configuration that is different from the default.
+
+Make sure you configure the Job Application business process to include assessment.
+
+## Configure Default Tests (Optional setup)
+
+Follow the below steps to configure default tests in Workday.
+
+**Steps**:
+
+1. Access the **Edit Job Requisition** task.
+
+2. Search for and open the **Job Requisition**.
+
+3. Proceed to the Job section of the Job Requisition and scroll to the bottom of the page.
+
+4. Click on the **Edit** icon in the Assessments section.
+
+5. Add a test to the **Default Assessment Tests** selection box.
+
+
+
+- When assigning an assessment to the candidate, the default test will show up by default in the list of assessment tests. The recruiter can change this before sending the test if the default is not right for the candidate.
+
+ 
+
+**Note:** A default test cannot be added once the job is live and candidates are added to it.
+
+## **HackerRank Configuration**
+
+The HackerRank side configuration involves the URL and authentication setup.
+
+- Login to HackerRank with an account that has Company Admin permissions.
+
+- Click **Settings**.
+
+- On the left pane, click **Integrations.** The **Integrations** page is displayed. Scroll down and click **Configure** on the **Workday** option. You can also search the Integration from the Search bar.
+
+ 
+
+- The Workday Integration page is displayed.
+
+ 
+
+- Enter the valid Workday Security Configuration and the URL and Authentication Setup details.
+
+- Click **Save and Test.**
+
+**Note:** Once the recruiter invites a candidate to take a test, HackerRank will not invite the candidate again to retake the same test or take a different test. If you want to change this setup and want your candidate to get another chance after a certain period of time, you may control the setting from the below option.
+
+
+
+**Important:** Once the configuration is completed, click the **Enable Integration** button to complete the process.
+
+
+
+This marks the end of the configuration process. After this, you can invite candidates for HackerRank assessments from Workday and view their results.
+
+You can check the[📄 Workday - HackerRank Tests User Guide](/articles/1999755553)to learn more about the workflow.
diff --git a/hackerrank/integrations/applicant-tracking-systems/workday/1999755553-workday---hackerrank-tests-user-guide.md b/hackerrank/integrations/applicant-tracking-systems/workday/1999755553-workday---hackerrank-tests-user-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..e480b0e5f71a6eb2f95ebedf3dda5262b11b79c7
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/workday/1999755553-workday---hackerrank-tests-user-guide.md
@@ -0,0 +1,155 @@
+---
+title: "Workday - HackerRank Tests User Guide"
+title_slug: "workday-hackerrank-tests-user-guide"
+source_url: "https://support.hackerrank.com/articles/1999755553-workday---hackerrank-tests-user-guide"
+article_slug: "1999755553-workday---hackerrank-tests-user-guide"
+last_updated_exact: "Dec 28, 2024, 4:25 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Workday"
+---
+
+# Workday - HackerRank Tests User Guide
+
+_Last updated: Dec 28, 2024, 4:25 AM (Last updated 1 year ago)_
+
+HackerRank Tests integrates with Workday to enable recruiters to send test invites directly from the Workday Recruiting portal. This integration allows seamless skill assessments for external candidates, with test scores and performance data automatically syncing back to Workday.
+
+This article covers the steps to send HackerRank Test invites from Workday, publish assessment results, and includes answers to frequently asked questions.
+
+## Send HackerRank Test Invites to Candidates from Workday
+
+**Prerequisites**
+
+In HackerRank for Work |
+In Workday |
+
|
+
|
+
Feature |
+Workday |
+
View Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel / Reinvite an invite |
+❌
+ + |
+
Bulk Invite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Reinvite |
+❌
+ + |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+✅
+ + |
+
Results sharing and validity |
+✅
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Workday |
+
Create Interview |
+✅
+ + |
+
Schedule HackerRank Interview |
+✅
+ + |
+
View Result |
+✅
+ + |
+
View Interviewer feedback |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
+
+ - **Group** ** ** Adds the connection to a group. (Optional)
+
+
+
+1. In the **Credentials** section, specify the Tenant and select an authentication method, Basic Auth, or OAuth 2.0.
+
+ 1. To use OAuth 2.0 authorization, you must first register an API client. For more information, see the [Workday Community Article.](https://doc.workday.com/admin-guide/en-us/authentication-and-security/authentication/oauth/dan1370797831010.html)
+
+ Option |
+ Description |
+
Basic Auth |
+ Specify the Username and Password for the connection. |
+
OAuth 2.0 |
+ Specify these details for the connection: +
|
+
+
+### Deploy the CLAR File to Workday Tenant Using Workday Studio
+
+1. Deploy CLAR to Workday Tenant by right-clicking on the project in Workday Studio and clicking **Deploy to Workday**.
+
+2. Select the Workday environment you wish to deploy the CLAR file. Make sure the option **Include source code in deployed CLAR** is selected.
+
+3. Click **Next.**
+
+4. Make sure your project is under the **Configured** section.
+
+5. Click **Finish**.
+
+## Configure the Workday Tenant
+
+### Prerequisite
+
+You will need access to the domain ‘**Security: Security Configuration’** to perform the following steps.
+
+**Create and Configure Access for an Integration System User (ISU) Account**
+
+**Note**: If you are unable to perform these steps, then update the security fields accordingly. If you are not able to access a specific task or report that is a part of this guide, use the **View Security for Securable Item** report to review the domains required for that task or report and the security groups.
+
+1. **Integration System User Configuration:**
+
+ - Access the Create Integration System User task and configure a Workday account for the integration.
+
+ - Name the account as “HackerRank_Interview_Integration_User_Step1”.
+
+ - Specify a password and save credentials somewhere for future use.
+
+ - Keep the **Session Timeout Minutes** to the default value of zero to prevent session expiration. An expired session can cause the integration to stop before it completes.
+
+ - Select **Do Not Allow UI Sessions**. This option prevents the integration system user from signing in to Workday through the UI.
+
+ 
+
+ Follow the above steps and create an additional Integration System User named ‘HackerRank_Interview_Integration_User_Step2’.
+
+2. **Create Integration System Security Groups (Unconstrained).**
+
+ - Access the ‘Create Security Group’ task and configure an Integration System Security Group for the integration.
+
+ - Select the type of ‘Integration System Security Group (Unconstrained)’
+
+ - Name the group as “ISSG_HackerRank_Interview_Integration.
+
+ 
+
+ - Select the ISUs you created in [Step A](https://docs.google.com/document/d/1IrNn1ZeGfUsSf76WNQMDD2-QJUEbaZRkjhwLjCTc5Z8/edit#bookmark=id.uxfve663sjpr) in the **Integration System User** box.
+
+ - Click **OK** to save.
+
+3. Edit **the Domain Security Policies.**
+
+ 1. To grant the security group access to the domains required by your integration, follow these steps for each domain:
+
+ 1. Domains Required:
+
+ - Interview Integrations
+
+ - Candidate Data: Interview Schedule
+
+ - Candidate Date: Interview Feedback Results
+
+ - Worker Data: Public Worker Reports
+
+ - Person Data: Work Contact Information
+
+ 1. Access the **View Domain** report from the search bar and find the domain.
+
+ 2. As a related action on the domain, select **Domain \> Edit Security Policy Permissions.**
+
+ 
+
+ 2. Add the security group you created to the Report or Task Permissions and Integration Permissions. Select Get, Put, View, and/or Modify based on the table in the following step.\
+ \
+
+ 
+
+
+
+ - Activate Pending Security Policy Changes.
+
+ - Access the Activate Pending Security Policy Changes task.
+
+ - Describe your changes in the Comment field.
+
+ - Select the Confirm checkbox to activate your changes.
+
+4. **Access the Maintain Password Rules task**. Add the integration system users to the System Users exempt from the password expiration field.\
+ Note: **To avoid integration errors caused by expired passwords, Workday recommends that you prevent Workday passwords from expiring.**
+
+5. **Assign ISU to the Integration System.**
+
+ 1. Search for ‘intsys: Hackerrank_Interview_Integration_Step2” and click into the Integration System.
+
+ 2. Using the Related Actions off of the integration, navigate to Workday **Account -\> Edit.**
+
+ 3. Select your ISU named ‘HackerRank_Interview_Integration_User_Step2’.
+
+ 4. Repeat these steps for adding the other ISU for ‘Hackerrank_Interview_Integration_Step1’ Integration System.
+
+ 
+
+6. **Manage Authentication Policies for API Access**
+
+ - Navigate to ‘Manage Authentication Policies’.
+
+ - Edit the authentication policy for the environment that you are currently working in.
+
+ - Create a new Authentication Ruleset using the Plus icon in the top left corner.
+
+ - Provide a Rule Name.
+
+ - Select your Integration System Security Group created above under ‘Security Group.’
+
+ - Enter a value for ‘Authentication condition name.’
+
+ - Choose ‘User Name Password’ for the ‘Allowed Authentication Types’ section.
+
+ - Click **OK**.
+
+ - Navigate to ‘Activate All Pending Authentication Policy Changes’ to activate your changes.
+
+ **Note**: If this is not set up correctly, it might result in issues with HackerRank making web service calls back to Workday. If there are issues with authentication, use the ‘Signons and Attempted Signons’ report to troubleshoot the failed sign-on attempt.
+
+### Add HackerRank-specific Fields to the Integration
+
+**Note**: Refer to the [Configure the HackerRank Settings](https://support.hackerrank.com/articles/4722432610-workday---hackerrank-interviews-configuration-guide#configure-the-hackerrank-settings-page-39) section below in the document and complete the setup in HackerRank to retrieve the access_token and Company ID needed in the following steps.
+
+1. **Search for the integration in the tenant by searching ‘intsys: HackerRank_Interview_Integration_Step2’ in the search bar.**
+
+- Add the ‘**Access Token**’ provided by HackerRank to the ‘Access Token.’ Integration Attribute using the Related Actions of the Integration System (Integration System -\> Configure Integration Attributes).
+
+- Add the ‘**Company ID’** provided by HackerRank to the ‘Company ID’ Integration Attribute using the Related Actions off the Hackerrank_Interview_Integration_Step2 integration system and doing Integration System -\> Configure Integration Attributes.
+
+ 
+
+1. **Access the Register External OAuth Client task.**
+
+ - Navigate to the ‘Register External Oauth Client’ task.
+
+ - Find and select your integration system named ‘Hackerrank_Interview_Integration_Step1’.
+
+ - Enter these values provided by your HackerRank contact:
+
+ 1. OAuth 2.0 Client Name
+
+ 2. OAuth 2.0 Client ID
+
+ 3. OAuth 2.0 Client Secret
+
+ 4. Scope
+
+ 5. Authorize Endpoint URL
+
+ 6. Token Endpoint URL
+
+ - Click **OK** to save.
+
+ 
+
+### Navigate to the Edit Tenant Setup - Recruiting Task
+
+1. Select the integration system named ‘Hackerrank_Interview_Integration_Step1’ from the Web Conference Integration System prompt and save.
+
+ 
+
+### Build Calculated Fields
+
+Build out the following calculated fields using the **Create Calculated Field** task using the following screenshots:
+
+1. **Field Name: CFI LRV Candidate from Interview**
+
+ 
+
+ - Function: Lookup Related Value
+
+ - Business Object: Interview
+
+ - Lookup Field: Job Application
+
+ - Return Value: Candidate – Field Type: Self-referencing instance (Viewable from the Related Actions off of the field)
+
+
+
+1. **Field Name: CFI LRV Candidate Email for Candidate from Interview**
+
+ 
+
+ - Function: Lookup Related Value
+
+ - Business Object: Interview
+
+ - Lookup Field: CFI LRV Candidate from Interview
+
+ - Return Value: Email
+
+
+
+1. **Field Name: CFI LRV Recruiter for Interview**
+
+ 
+
+ - Function: Lookup Related Value
+
+ - Business Object: Interview
+
+ - Lookup Field: Job Application
+
+ - Return Value: Recruiter
+
+
+
+1. **Field Name: CFI LRV Recruiter Email for Interview**
+
+ 
+
+ - Function: Lookup Related Value
+
+ - Business Object: Interview
+
+ - Lookup Field: CFI LRV Recruiter for Interview
+
+ - Return Value: Email - Primary Work
+
+### Business Process Configuration
+
+**Note:** Workday recommends the following setup and has been tested for the integration to work. We recommend keeping all the steps mentioned below in the specified order. If you have additional steps in your setup, make sure first to test if the integration works for your setup.
+
+
+
+1. Search for ‘bp:interview’.
+
+2. Click into your ‘Interview (Default Definition).’
+
+3. Edit the business process definition using the Related Actions and navigating to **Business Process -\> Edit Definitio**n. Click **OK.**
+
+4. **Set up Schedule Interview Step:**
+
+ - Add a new step using the Plus icon in the top left corner.
+
+ - Type a letter for ‘Order’ that places the Schedule Interview step after the ‘Initiation’ step.
+
+ - Select ‘Action’ in the ‘Type’ column.
+
+ - Select **Schedule Interview** in the **Specify** column.
+
+ - Choose a security group for the **Group** column that should handle the ‘Schedule Interview’ step.
+
+ - **(Optional**) Populate the **Due Date** column.
+
+5. **Set up Integration Step:**
+
+ - Add a new step using the Plus icon in the top left corner.
+
+ - Type a letter for ‘Order’ that places the Integration step after the **Schedule Interview** action step. For example, if the ‘Schedule Interview’ step is Order b, make the Integration step Order c.
+
+ - Select **Integration’** in the **Type** column. Click **OK**.
+
+ - Hover over the magnifying glass for the Integration step and click **Related Actions**. Navigate to **Business Process -\> Maintain Redirect.** Click **OK**. Select the **Move to Next Step** and **Rerun and Integration** check boxes and select the allowed security groups for the redirect.
+
+ **Note**: If there are no security groups in the drop-down, click **Related Actions** off the Business Process Definition and navigate to **Business Process Policy - Edit**. Add the desired security groups in the Redirect Action box.
+
+ - For the step that you just created, click **Configure**.
+
+ - Select your integration system (Integration System Name: Hackerrank_Interview_Integration_Step2) and Click **OK.**
+
+ - Configure the Integration Criteria as follows:
+
+ 
+
+6. **Set up Manage Interview Feedback:**
+
+ - Add a new step using the Plus icon in the top left corner.
+
+ - Type a letter for ‘Order’ that places the ‘Manage Interview Feedback’ step after the ‘Integration’ step.
+
+ - Choose **Shared Participation** from the **Type** column drop-down.
+
+ - Choose **Manage Interview Feedback** from the **Specify** column.
+
+ - Choose the appropriate security group(s) under the **Group** column.
+
+7. **Set up Make Interview Decision Step:**
+
+ - Add a new step using the Plus icon in the top left corner.
+
+ - Type a letter for ‘Order’ that places the ‘Make Interview Decision’ step after the ‘Manage Interview Feedback’ step.
+
+ - Choose **Action** from the **Type** column drop-down.
+
+ - Choose Make Interview Decision from the **Specify** column.
+
+ - Choose the appropriate security group(s) under the **Group** column.
+
+ - **(Optional**) Populate the **Due Date** column.
+
+ - Click **OK** to save.
+
+ - Hover over the magnifying glass for the ‘Make Interview Decision’ step and click on the **Related Actions**. Go to **Business Process -\> Set** and set as **Completion**.
+
+ - Click **OK**.
+
+## Configure the HackerRank Settings Page
+
+1. Use any one of the Integration System User's Username you have created.
+
+2. Use the Corresponding Integration System User Password.
+
+3. Specify the **Recruiting Public Web Services Endpoint:**\
+ Search for the ‘Public Web Services’ report in your Workday tenant. Navigate to the **Recruiting (Public) Web Service**. Click on the **Related Actions** next to it and navigate to **Web Service -\> View WSDL**. Search for ‘soapbind:address’ in the WSDL.
+
+4. Enter the Interview Rating IDs from Workday that should map to ‘Pass’ and ‘Fail’ on the HackerRank Side.
+
+ 1. The ‘Maintain Interview Feedback Ratings’ task can be used to configure the ratings initially. After setting up initially, the task can be used to update the feedback descriptions only.
+
+ 2. Navigate to the ‘Maintain Reference IDs’ task to update or view the reference IDs for the ‘Interview Feedback Rating’ business object.
+
+**Note**: If you move tenants, provide updated credentials to the HackerRank team.
+
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/workday/7842363172-workday---hackerrank-interviews-user-guide.md b/hackerrank/integrations/applicant-tracking-systems/workday/7842363172-workday---hackerrank-interviews-user-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..78520920da18c9f9732931a50a08d7c6237f2cfa
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/workday/7842363172-workday---hackerrank-interviews-user-guide.md
@@ -0,0 +1,144 @@
+---
+title: "Workday - HackerRank Interviews User Guide Prerequisites Schedule Interviews on Workday View the Interview Scorecard in Workday"
+title_slug: "workday-hackerrank-interviews-user-guide-prerequisites-schedule-interviews-on-workday-view-the-interview-scorecard-in-workday"
+source_url: "https://support.hackerrank.com/articles/7842363172-workday---hackerrank-interviews-user-guide"
+article_slug: "7842363172-workday---hackerrank-interviews-user-guide"
+last_updated_exact: "Dec 30, 2025, 1:52 PM"
+last_updated_relative: "Last updated 4 months ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Workday"
+---
+
+# Workday - HackerRank Interviews User Guide Prerequisites Schedule Interviews on Workday View the Interview Scorecard in Workday
+
+_Last updated: Dec 30, 2025, 1:52 PM (Last updated 4 months ago)_
+
+HackerRank Interviews integrates with Workday to schedule Interviews to assess candidates' coding skills for different job requisitions without leaving the Workday platform. Once done, their score and performance data are automatically available in Workday for further evaluation.
+
+This article describes the integration steps to schedule HackerRank Interviews with candidates from Workday, publish results from HackerRank Interviews to Workday, and Frequently Asked Questions[.](https://support.hackerrank.com/hc/en-us/articles/24539497321107/preview/eyJhbGciOiJIUzI1NiJ9.eyJpZCI6MjQ1Mzk0OTczMjExMDcsInJldmlzaW9uX2lkIjoiMDFISzdTMzA2SEpIRk1TSlRYRTAxVDJCWFgiLCJleHAiOjE3MDQyOTMwNjl9.0Aw9V_F9vvQT-_Mi7_g3pCTGyFdLS3U61EZLi31ETv4#3)
+
+# Prerequisites
+
+In HackerRank for Work |
+In Workday |
+
|
+
|
+
+
+ - The candidate page is displayed that contains all its job applications about the candidate.
+
+ 
+
+ - Click the Actions drop-down and select Move Candidate.
+
+ 
+
+ - Click **Move Forward** on the **Move Candidate** page and select Interview/Additional Interview**.**
+
+ 
+
+ - Click **OK**. The Schedule window is displayed.
+
+ 
+
+ - Click Schedule to schedule the Interview with the Candidate.
+
+
+
+1. **Sign In to the HackerRank Account:**
+
+ - Before you generate the Interview link, ensure that you are signed in to the HackerRank account.
+
+ - Click **Sign In**.
+
+ 
+
+2. **Generate the Interview Link:**
+
+ - Select the **Include Web Conference Link** check box. Note that this option will be available only if you sign in to Workday with your Recruiter account.
+
+ 
+
+ - Select the other fields required for your setup, and click **Next**.
+
+ - The Schedule Interview page is displayed with the Interviewer's information.
+
+ - Review the time by clicking on the Interviewer information.
+
+ 
+
+ - Click **Schedule**. The **Schedule Interview** dialogue is displayed.
+
+ 
+
+ - Click **OK**.
+
+ - Once the timings are updated, click **Next**. The **Proposed Interview Schedule** page is displayed to confirm the Interview details.
+
+ 
+
+ - Click **Confirm**.
+
+ 
+
+ - The Interview link is generated as the **Web Conference Link**.
+
+ - After verifying the Email body message and other details, click **Submit**.
+
+ 
+
+ - The Interview is scheduled for the candidate.
+
+# View the Interview Scorecard in Workday
+
+After an interview ends, you can sync the interview scorecard from HackerRank to Workday and review the feedback in Workday.
+
+## Step 1: Sync the scorecard from HackerRank
+
+
+
+1. Complete the candidate scorecard on the HackerRank platform. For more information, see [Using the scorecard during an interview](https://support.hackerrank.com/articles/9842091173-interview-scorecards#using-the-scorecard-during-an-interview).
+
+2. Click **Sync to Workday** to sync the scorecard to Workday. A success message appears when the sync completes.
+
+**Note:** If multiple interviewers participate, each interviewer submits their scorecard in HackerRank. Sync the scorecard to Workday after each interviewer submits their scorecard.
+
+## Step 2: View the scorecard in Workday
+
+1. Open the candidate profile in Workday.
+
+2. Go to the **Interview** tab.
+
+3. Review the interview details and scorecard to decide whether to move the candidate forward in the hiring process.
+
+Note: If the scorecard has not synced yet, the status shows **Pending**.
+
+\
diff --git a/hackerrank/integrations/applicant-tracking-systems/zapier/5179178131-zapier-hackerrank-integration-interview-user-guide.md b/hackerrank/integrations/applicant-tracking-systems/zapier/5179178131-zapier-hackerrank-integration-interview-user-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..de5982d37e86779a2efb1fc374d93d986ac3d2a6
--- /dev/null
+++ b/hackerrank/integrations/applicant-tracking-systems/zapier/5179178131-zapier-hackerrank-integration-interview-user-guide.md
@@ -0,0 +1,448 @@
+---
+title: "Zapier - HackerRank Integration Interview User Guide Prerequisites Configuring Zaps for HackerRank interviews Sending interview invites Viewing interview results"
+title_slug: "zapier-hackerrank-integration-interview-user-guide-prerequisites-configuring-zaps-for-hackerrank-interviews-sending-interview-invites-viewing-interview-results"
+source_url: "https://support.hackerrank.com/articles/5179178131-zapier-hackerrank-integration-interview-user-guide"
+article_slug: "5179178131-zapier-hackerrank-integration-interview-user-guide"
+last_updated_exact: "Mar 6, 2026, 12:30 AM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "Integrations"
+ - "Applicant Tracking Systems"
+ - "Zapier"
+---
+
+# Zapier - HackerRank Integration Interview User Guide Prerequisites Configuring Zaps for HackerRank interviews Sending interview invites Viewing interview results
+
+_Last updated: Mar 6, 2026, 12:30 AM (Last updated 2 months ago)_
+
+You can use Zapier to automate HackerRank interview workflows. This guide explains how to configure Zapier Tables and Zaps to:
+
+- Send HackerRank interview invites to candidates.
+
+- Receive and store interview results.
+
+# Prerequisites
+
+Before you begin, ensure you meet the following requirements:
+
+- You have active HackerRank and Zapier accounts.
+
+- The HackerRank integration with Zapier is complete. For more information, see [📄 Zapier - HackerRank Integration Guide](/articles/9883166979).
+
+# Configuring Zaps for HackerRank interviews
+
+A Zap is an automated workflow that connects two or more applications to perform tasks without manual intervention.
+
+You must configure Zaps to automate the following HackerRank interview workflows:
+
+- Send interview invites to candidates
+
+- Receive and store interview results
+
+**Important Note:** This guide uses **Zapier Tables** to demonstrate how to configure and test Zap workflows. Zapier also supports many other apps as data sources or destinations, including spreadsheets and collaboration tools. You can replace Zapier Tables with any compatible Zapier-supported app based on your integration needs.
+
+**Step 1: Generate a webhook URL to receive assessment results**
+
+This step is used only to generate a webhook URL that HackerRank uses to send assessment results.
+
+1. Log in to your Zapier account using your credentials.
+
+2. Select **Create** **\>** **Zap.**
+
+ 
+
+3. Rename the Zap:
+
+ 1. Select **Untitled Zap** at the top.
+
+ 2. Select **Rename**.
+
+ 3. Enter **Interview results**.
+
+ 
+
+4. In the **Trigger** step, select **Custom \> Webhooks.**
+
+ 
+
+5. Select **Catch Hook** as the Trigger event.
+
+ 
+
+6. Click **Continue**.
+
+7. In the **Configure** section:
+
+ 1. (Optional) Enter **Pick off a Child Key** if you want to capture a specific line item.
+
+ 2. Click **Continue**.
+
+8. In the **Test** section, click **Copy** to copy the webhook URL to your clipboard.
+
+ 
+
+**Note**: You need this Webhook URL in **Step 2: Create a table to trigger interview invites.**
+
+**Step 2: Create a table to trigger interview invites**
+
+Create a table that Zapier uses to send HackerRank interview invites.
+
+1. Go to **Assets \>** **Tables**.
+
+2. Click **Create.**
+
+ 
+
+3. Select **Blank table**.
+
+ 
+
+ **Note:** If you already have data, select **Import data** to upload a CSV file or import data from another platform, or select **Use a template** to start from an existing template.
+
+4. In the **Create a new table** dialog:
+
+ 
+
+ 1. Enter **Interview invite** as the table name.
+
+ 2. (Optional) Add a description.
+
+ 3. Click **Create table.**
+
+5. Click **Add fields** and add the required and optional fields listed in the following table. Select the appropriate field type for each field.
+
+ 
+
+ Field name |
+ Type |
+ Description |
+ Required/Optional |
+
Title +
|
+ Text +
|
+ Title of the interview invite email. |
+ Required +
|
+
Requisition ID +
|
+ Text +
|
+ Job or requisition identifier from your ATS. This value helps you associate the interview with a specific role. |
+ Required +
|
+
Candidate ID +
|
+ Text +
|
+ Unique candidate identifier from your ATS. This value helps you track results back to the correct candidate record. |
+ Required +
|
+
Candidate email +
|
+ Text +
|
+ Email address of the candidate who receives the interview invite. |
+ Required +
|
+
Send email +
|
+ Checkbox +
|
+ Determines whether HackerRank sends the interview invite email to the candidate. Select this checkbox to send the invite. |
+ Optional +
|
+
Result URL +
|
+ Text +
|
+ Webhook URL that HackerRank uses to send interview results to Zapier. Paste the webhook URL generated in Step 1. |
+ Required |
+
Field name |
+ Description +
|
+ Required/Optional |
+
Title |
+ Title of the interview invite email. |
+ Required |
+
Requisition ID +
|
+ Job or requisition identifier from your ATS. This value helps you associate the interview with a specific role. |
+ Required +
|
+
Candidate ID +
|
+ Unique candidate identifier from your ATS. This value helps you track results back to the correct candidate record. |
+ Required +
|
+
Candidate email |
+ Email address of the candidate who receives the interview invite. |
+ Required +
|
+
Send email +
|
+ Determines whether HackerRank sends the interview invite email to the candidate. Select this checkbox to send the invite. |
+ Optional +
|
+
Test Result URL +
|
+ Webhook URL that HackerRank uses to send interview results to Zapier. Paste the webhook URL generated in Step 1. |
+ Required +
|
+
Field name |
+ Type |
+ Description |
+ Required/Optional |
+
Test ID |
+ Text |
+ Unique identifier of the HackerRank assessment. |
+ Required |
+
Candidate email +
|
+ Text +
|
+ Email address of the candidate who receives the assessment invite. |
+ Required +
|
+
Candidate full name |
+ Text |
+ Full name of the candidate receiving the assessment invite |
+ Optional |
+
Requisition ID +
|
+ Text +
|
+ Job or requisition identifier from your ATS. This value helps you associate the assessment with a specific role. |
+ Required +
|
+
Candidate ID +
|
+ Text +
|
+ Unique candidate identifier from your ATS. This value helps you track results back to the correct candidate record. |
+ Required +
|
+
Send email +
|
+ Checkbox +
|
+ Determines whether HackerRank sends the assessment invite email to the candidate. Select this checkbox to send the invite. |
+ Optional +
|
+
Test Result URL +
|
+ Text +
|
+ Webhook URL that HackerRank uses to send assessment results to Zapier. Paste the webhook URL generated in Step 1. |
+ Required +
|
+
Accept result updates +
|
+ Checkbox +
|
+ Allows HackerRank to send updates if the assessment result changes after initial submission. |
+ Optional +
|
+
Force +
|
+ Checkbox +
|
+ Forces the assessment invite even if the candidate already exists or has a previous invite. |
+ Optional +
|
+
Force reattempt +
|
+ Checkbox +
|
+ Forces the candidate to reattempt the assessment, even if they have already completed it. |
+ Optional +
|
+
Field name +
|
+ Description +
|
+ Required/Optional |
+
Test ID +
|
+ Unique identifier of the HackerRank assessment. |
+ Required +
|
+
Candidate email |
+ Email address of the candidate who receives the assessment invite. |
+ Required +
|
+
Candidate full name |
+ Full name of the candidate who receives the assessment invite. |
+ Optional |
+
Requisition ID +
|
+ Job or requisition identifier from your ATS. This value helps you associate the assessment with a specific role. |
+ Required +
|
+
Candidate ID +
|
+ Unique candidate identifier from your ATS. This value helps you track results back to the correct candidate record. |
+ Required +
|
+
Send email +
|
+ Determines whether HackerRank sends the assessment invite email to the candidate. Select this checkbox to send the invite. |
+ Optional +
|
+
Test Result URL +
|
+ Webhook URL that HackerRank uses to send assessment results to Zapier. Paste the webhook URL generated in Step 1. |
+ Required +
|
+
Accept result updates |
+ Allows HackerRank to send updates if the assessment result changes after initial submission. |
+ Optional +
|
+
Force +
|
+ Forces the assessment invite even if the candidate already exists or has a previous invite. |
+ Optional +
|
+
Force reattempt +
|
+ Forces the candidate to reattempt the assessment, even if they have already completed it. |
+ Optional +
|
+
Feature |
+Zoho Recruit |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+✅
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Zoho Recruit |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+✅
+ + |
+
Link to the detailed report |
+✅
+ + |
+
+
+5. After selecting an integration, you will see tabs such as Configuration, Token Activity, and Logs. Click on the **Logs** tab.
+
+6. In the logs section, you can view the integration activity logs. You can search logs by recruiter email or apply filters based on date, status, and request method to narrow down the logs you need to view.
+
+7. If needed, you can download the logs for offline analysis or record-keeping by clicking on the download icon located near the filter settings.You will be able to get log results for a custom date range for an ATS instance and download a report in CSV format.
+
+
+
+## Availability
+
+Refer to the below table for a summary of which integrations currently have log availability.
+
+| | |
+|----|----|
+| **Integration** | **Log Availability** |
+| Ashby | 🟢 Yes |
+| Avature | 🟢 Yes |
+| BrassRing | 🟢 Yes |
+| Breezy | 🟢 Yes |
+| Darwinbox | 🟢 Yes |
+| Eightfold | 🟢 Yes |
+| G Suite Calendar | 🔴 No |
+| GoodTime | 🟢 Yes |
+| Greenhouse | 🟢 Yes |
+| Interview Planner | 🟢 Yes |
+| JazzHR | 🟢 Yes |
+| Jobvite | 🔴 No |
+| Lever | 🟢 Yes |
+| Linkedin Talent Hub | 🔴 No |
+| Oracle Recruiting Cloud | 🔴 No |
+| PhenomPeople | 🟢 Yes |
+| Recruitee | 🟢 Yes |
+| Rippling | 🟢 Yes |
+| SmartRecruiters | 🔴 No |
+| SuccessFactors | 🔴 No |
+| Teamtailor | 🟢 Yes |
+| Workable | 🟢 Yes |
+| Workday | 🟢 Yes |
+| ZohoRecruit | 🟢 Yes |
+| InterviewVector | 🟢 Yes |
+| iCIMS | 🔴 No |
+
+\
diff --git a/hackerrank/integrations/getting-started-with-integrations/8660206242-partner-guide-to-building-an-integration-with-hackerrank.md b/hackerrank/integrations/getting-started-with-integrations/8660206242-partner-guide-to-building-an-integration-with-hackerrank.md
new file mode 100644
index 0000000000000000000000000000000000000000..aa5e97f7fc3c57a5df1cee5edf833fc17d91a2c9
--- /dev/null
+++ b/hackerrank/integrations/getting-started-with-integrations/8660206242-partner-guide-to-building-an-integration-with-hackerrank.md
@@ -0,0 +1,228 @@
+---
+title: "Partner Guide to building an integration with HackerRank"
+title_slug: "partner-guide-to-building-an-integration-with-hackerrank"
+source_url: "https://support.hackerrank.com/articles/8660206242-partner-guide-to-building-an-integration-with-hackerrank"
+article_slug: "8660206242-partner-guide-to-building-an-integration-with-hackerrank"
+last_updated_exact: "Feb 7, 2026, 3:34 PM"
+last_updated_relative: "Last updated 3 months ago"
+breadcrumbs:
+ - "Integrations"
+ - "Getting started with Integrations"
+---
+
+# Partner Guide to building an integration with HackerRank
+
+_Last updated: Feb 7, 2026, 3:34 PM (Last updated 3 months ago)_
+
+This document is meant for partners who wish to develop an integration with HackerRank for Work. We are constantly working with ATS vendors to develop integrations for a better user experience. This document will give you all the information you need to develop an integration yourself.
+
+## Background
+
+A number of our enterprise customers - i.e those who use HackerRank for Work Tests and Interviews for the evaluation phase, also use some other IT systems to manage their overall hiring process. These systems could either be Commercial Off-the-shelf (COTS) systems such as Oracle Taleo, Jobvite, Greenhouse, Lever, Kenexa, RecruiterBox, etc., or some bespoke home-grown system. We will refer to these apps jointly as Applicant Tracking Systems (ATS).
+
+Such customers frequently ask for integration between their ATS and HackerRank for Work so that routine actions of managing their candidates can be done inside their ATS workflow. Examples of such routine actions include (a) inviting a shortlisted candidate to take a HackerRank for Work test, (b) viewing the results of a test for such candidates in their ATS, (c) scheduling a HackerRank interview session between an engineer and a selected candidate, (d) viewing Interview reports within the ATS interface, etc. Thus, the most commonly requested integration points involve pulling data from an existing HackerRank for Work account and doing specific actions from inside the ATS interface. We have API calls that will help implement these actions from within the ATS UI.
+
+## General Workflow
+
+The integration typically involves adding functionality to the ATS via a plugin or customization using the HackerRank for Work API. This is best explained visually using the following diagrams.
+
+### **Conventions Used in the workflows below:**
+
+
+
+
+
+### **Integration Setup - One Time activity**
+
+
+
+**Note:** Every official ATS integration will have a section within HackerRank for Work where each company’s account admin will be able to generate a key. Your ATS will appear in the following location: [https://www.hackerrank.com/work/settings/api](https://www.hackerrank.com/work/settings/api)
+
+
+
+### **Overall Test Flow**
+
+
+
+### **Overall CodePair (Interviews API) Flow**
+
+
+
+## The integration Process
+
+### **Sign up for a Free Trial**
+
+Head to [https://www.hackerrank.com/work/signup](https://www.hackerrank.com/work/signup) to sign up for a free 14 day trial of our product. This account will be required in order to explore our API (see below) and to test your integration.
+
+### **Explore our API**
+
+We have a simple RESTful API that will form the basis for the integration. You should start learning about our API here:
+
+[https://www.hackerrank.com/work/apidocs](https://www.hackerrank.com/work/apidocs)
+
+**Note:** The above documentation is written with our end customers in mind. You should explore the API in your test account as an end customer. If you have any questions about the API you should reach out to your HackerRank point of contact or raise a support request by writing to [support@hackerrank.com](mailto:support@hackerrank.com).
+
+### **Register your Integration**
+
+After you familiarize yourself with the API and mapped out the flows you want to support, contact your HackerRank point of contact or email [support@hackerrank.com](mailto:support@hackerrank.com) to request a **partner key**. HackerRank also issues a company-wide API key to use with your integration.
+
+### **Change Authentication Mechanism in your Integration Code**
+
+Make the following changes in your integration:
+
+1. **Add the partner authorization header:** Include the following custom header in every request:
+
+ `X-HRW-Partner-Authorization: abcd`
+
+ Replace `abcd` with the provided partner key.
+
+2. **Add the user email header:** Include the following custom header:
+
+ `HRW-User-Email: user@email.com`
+
+ Replace `user@email.com` with the email address of the user who initiates the request from your application.\
+ This email must match an existing user in the customer’s HackerRank for Work account.
+
+3. **Use the Company-wide API Key** in the place of the Personal Access Token you would have used while you explored the API in your account.
+
+4. With every call you make you may also choose to **include some additional metadata** in your payload if there is metadata you need HackerRank to save. Some commonly seen fields include
+
+5. **user_email** should identify the user initiating the request. This should match an existing user in the customer's HRW account.
+
+6. **candidateId** may be the unique identifier for this candidate in your system. Some API calls are not candidate-specific, and in such cases, you can ignore this field.
+
+7. **applicationId** can be used if a candidate is able to apply to more than one Req. This can be a different field and identify the specific application. Some API calls are not candidate-specific, and in such cases, you can ignore this field.
+
+{
+
+ ...
+
+ "metadata": {
+
+ "candidateId": "16651587",
+
+ "applicationId": "25145412",
+
+ "user_email": "abcd@example.com"
+
+ }
+
+}
+
+Using the Partner authorization token and per-company keys are important as we have a different set of policies and rate limits. It also helps us troubleshoot customer issues originating from you more easily leading to a better user experience.
+
+### **Integration Validation**
+
+Once you have modified the integration to use the above partner-authorization, we will evaluate the integration for happy paths and also some of the known corner cases we have run into with integrations in the past.
+
+Review of End User Documentation will be an important part of the validation exercise.
+
+### **General Availability**
+
+Once the validation is completed we will add an entry in the ATS Integrations page that shows all the supported integrations. Using that interface common customers will be able to enable or disable your integration by themselves.
+
+Your integration will be available as an option on our Integration Settings Page: [https://www.hackerrank.com/work/settings/api](https://www.hackerrank.com/work/settings/api)
+
+
+
+## Integration Best Practices
+
+### **Error Scenarios**
+
+In our experience with ATSes, some common scenarios that lead to errors in inviting candidates are:
+
+1. The API Key is not valid for your HackerRank for Work account. (Needs to be the per-company Key and the Partner-authorization should be working properly)
+
+2. The recruiter's email address for the ATS account (sent via the metadata) is different than the email used within HackerRank for Work (e.g. using sriram.karra@hackerrank.com in the ATS account and sriram@hackerrank.com in your HRW accounts). It does not matter which one you fix as long as they are the same.
+
+3. Candidate email address is missing or invalid
+
+4. Candidate with this email has already been invited.
+
+5. Recruiter does not have a "Recruitment Seat" on HackerRank, and as such does not have the privilege to invite candidates
+
+6. Recruiter does not have permission to access a particular test
+
+7. Recruiter's HackerRank Account is not activated.
+
+
+
+We recommend that you test your integration for all of the above scenarios and ensure the application behavior is graceful.
+
+### **Error Handling**
+
+**Tests API**
+
+For test API we return errors in two different formats - you need to cover both formats of responses and show the right type of message to the end-user.
+
+**Case 1:** The error is local to the candidate, for example re-inviting a candidate. This has the following format:
+
+{
+
+ "data": {
+
+ "username": “error@hackerrank.com",
+
+ "password": "96d3efe9",
+
+ "test_link": “link",
+
+ **"status": false,**
+
+ "error": 1002,
+
+ **"error_message": "Candidate has already been invited to take the same test. If you want to reinvite, cancel the invite in your HackerRank for Work account first."**
+
+ },
+
+"message": "No candidates invited.",
+
+}
+
+The bolded fields indicate that an error has occurred. If there are uncaught errors in creating the candidate, they also display in this format.
+
+**Case 2: **If there is an error in the recruiter’s configuration itself (usually as a result of bad config or bad format), it is returned in the following format:
+
+{
+
+ "data": {},
+
+ "status": false,
+
+ "message": "No such test exists",
+
+}
+
+Actions triggering this error include invalid recruiter account, invalid emails, incorrect test id, etc.
+
+Successful requests will be returned with 200 response codes.
+
+**Incorrect Access Token:** In addition to these two error scenarios, if the user has configured the integration with an incorrect access code, we will return the error in the following format with response code 401:
+
+{
+
+ "model": {},
+
+ "message": "Invalid Access Token"
+
+}
+
+**CodePair API (Interviews API)**
+
+**Incorrect Access Token:** If the access token present in the request is invalid, we will return an empty response with a 403 status code.
+
+**Invalid information: **In case the request has one or more errors other than the access token error, we will return a list of all of the errors in the errors field with a request status of 422. For example:
+
+{
+
+ "errors": \[
+
+ "title is a required field",
+
+ "interview time range is invalid",
+
+ "......."
+
+ \]
+
+}
diff --git a/hackerrank/integrations/productivity/1480104967-slack---hackerrank-integration-guide.md b/hackerrank/integrations/productivity/1480104967-slack---hackerrank-integration-guide.md
new file mode 100644
index 0000000000000000000000000000000000000000..a2c4cf51dce952812d76711b0de7c14c8ebfa7de
--- /dev/null
+++ b/hackerrank/integrations/productivity/1480104967-slack---hackerrank-integration-guide.md
@@ -0,0 +1,197 @@
+---
+title: "Slack - HackerRank Integration Guide"
+title_slug: "slack-hackerrank-integration-guide"
+source_url: "https://support.hackerrank.com/articles/1480104967-slack---hackerrank-integration-guide"
+article_slug: "1480104967-slack---hackerrank-integration-guide"
+last_updated_exact: "Dec 24, 2024, 6:42 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Productivity"
+---
+
+# Slack - HackerRank Integration Guide
+
+_Last updated: Dec 24, 2024, 6:42 AM (Last updated 1 year ago)_
+
+## Overview
+
+HackerRank integrates with Slack for scheduling interviews. You can quickly generate HackerRank interview links and receive interview reports within Slack.
+
+## Tests Features
+
+Below is a list of features that the HackerRank - Slack Integration offers:
+
+Feature |
+Slack |
+
View the Full list of HackerRank Tests |
+❌
+ + |
+
Invite candidates to a specific test |
+❌
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+❌
+ + |
+
View Total Candidate Score |
+❌
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+❌
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+N/A |
+
Invite sent from |
+N/A |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Slack |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+✅
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+✅
+ + |
+
Feature |
+Splash |
+
View the Full list of HackerRank Tests |
+Redirects to the HackerRank invite page |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+✅
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+user |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Splash |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Interview Vector |
+
View the Full list of HackerRank Tests |
+✅
+ + |
+
Invite candidates to a specific test |
+✅
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+✅
+ + |
+
View Total Candidate Score |
+✅
+ + |
+
View Maximum Score |
+✅
+ + |
+
Link to the detailed test report |
+✅
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+user default |
+
Invite sent from |
+owner |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Interview Vector |
+
Create CodePair link |
+❌
+ + |
+
Schedule CodePair Interview |
+❌
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
In HackerRank for Work |
+In InterviewPlanner |
+
|
+
Example: If the email address in HackerRank for Work is [jackpeters@hackerrank.com,](mailto:jackpeters@hackerrank.com,) the InterviewPlanner user account must also include the same email address. +
|
+
+
+**Steps**
+
+1\. Open the Outlook calendar app and enter participant information.
+
+
+
+2\. Choose “**HackerRank Add-in**” from the video conferencing options on the platform.
+
+
+
+3\. Click on Allow to log in to HackerRank. (This is a one-time setup. Once logged in, you do not need to repeat this step to schedule future interviews.)
+
+
+
+4\. You will receive the HackerRank interview link in your calendar. Once the meeting is scheduled, all the participants will receive an invitation with the interview link.
+
+
+
+## How Do the Calendar Add-ons Appear on HackerRank?
+
+You will be able to view the details of this interview in your HackerRank account as well. Any interview link that is created from the Microsoft calendar add-on will show up on your HackerRank Interviews page, as shown in the image below.
+
+
+
+## FAQ
+
+1. **I can not install the add-in for Microsoft Outlook.\**
+ If you are part of an organization that manages your Microsoft suite, your system administrator must install the add-on. They can do it for you or the whole team. Please reach out to them to install it. Once they add it to your Outlook, you can use the add-in.\
+ \
+
+2. **Which license type do I need in HackerRank to use the add-on?\**
+ To schedule interviews using the calendar add-on, you need access to HackerRank Interview. You need a Recruiter, Developer, or Interviewer role inside HackerRank to access our remote-first interviewing solution.\
+ \
+
+3. **Why do I see a blank screen when I click on “Create Interview”?\**
+ If you are on *Windows 10 version less than 1903* or *Microsoft 365 version less than 16.0.11629,* your Outlook app on your desktop opens new pop-ups in Internet Explorer 11.\
+ \
+ The first time you use the add-in, you will be asked to log into your HackerRank account so we can match the Interview requests to your account. Our website does not fully support Internet Explorer 11 as it is a legacy browser; hence, you might see a blank screen.\
+ If you are using older versions of Windows, please update to the later versions or use Outlook on the Web.\
+ \
+
+4. **I am unable to see Interviewer details within the Interview generated on HackerRank.\**
+ When you generate a HackerRank Interview link through any calendar add-ons, we just synchronize the details about who generated the interview and a timestamp for when it was generated.\
+ You can add or remove attendees before the interview and still be able to use the same link.\
+ Whenever an interviewer logs in, we will record their name and update the Interview with their details. This will also happen for multiple interviewers. Anyone who joins the interview and logs in as a candidate will be used in the candidate details.\
+ \
+
+5. **I cannot see the candidate details in the interview generated on HackerRank.\**
+ When you generate a HackerRank Interview link through any calendar add-ons, we just synchronize the details about who generated the interview and a timestamp for when it was generated.\
+ You can add or remove attendees before the interview and still be able to use the same link.\
+ Whenever a candidate logs in, we will record their name and update the Interview with their details.\
+ A similar will happen to the interviewer's information.\
+ \
+
+6. **I do not see the time and schedule information inside HackerRank.\**
+ We have made this integration lightweight and enabled all scheduling through your calendar app. The timing and scheduling information will be directly available in your calendar event.\
+ This way, you can reschedule your event as required and still use the same HackerRank Interview link!\
+ \
+
+7. **How do you pull questions from a candidate's HackerRank Test inside the Interview session?\**
+ When you log into the Interview session as an interviewer, you will see an “Import” option on the left that includes questions from the HackerRank test the candidate took.\
+ If you do not see the questions from candidates' tests, even if they have taken a test:\
+ 1. Check if the candidate has used the same email to log in to the Interview as they used for the test.\
+ 2. If the candidate logs in to the session after the Interviewer, you can refresh the page, and you will be able to pull in the questions.
+
+\
diff --git a/hackerrank/integrations/scheduling/3450462093-calendar-add-ons-for-hackerrank-interviews.md b/hackerrank/integrations/scheduling/3450462093-calendar-add-ons-for-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..b5489611e16441f09d432526895d0645223349d9
--- /dev/null
+++ b/hackerrank/integrations/scheduling/3450462093-calendar-add-ons-for-hackerrank-interviews.md
@@ -0,0 +1,25 @@
+---
+title: "Calendar Add-ons for HackerRank Interviews"
+title_slug: "calendar-add-ons-for-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/3450462093-calendar-add-ons-for-hackerrank-interviews"
+article_slug: "3450462093-calendar-add-ons-for-hackerrank-interviews"
+last_updated_exact: "Dec 13, 2024, 5:15 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Scheduling"
+---
+
+# Calendar Add-ons for HackerRank Interviews
+
+_Last updated: Dec 13, 2024, 5:15 AM (Last updated 1 year ago)_
+
+Scheduling remote interviews can be time-consuming, as it often involves switching between multiple apps, coordinating with interviewers and candidates, and managing calendar invites.
+
+To simplify this process, **HackerRank** has integrated its interview platform with two popular calendar apps:
+
+- [Google Calendar](https://support.hackerrank.com/hc/en-us/articles/1500000407702-HackerRank-Interview-and-Google-Calendar-Integration)
+
+- [Microsoft Outlook](https://support.hackerrank.com/hc/en-us/articles/1500000389021-HackerRank-Interview-and-Outlook-Calendar-Integration)
+
+By installing the **HackerRank calendar add-on** in your preferred calendar app, you can seamlessly schedule **HackerRank Interviews** directly from your calendar.
diff --git a/hackerrank/integrations/scheduling/3675175160-using-hackerrank-interviews-in-interviewplanner.md b/hackerrank/integrations/scheduling/3675175160-using-hackerrank-interviews-in-interviewplanner.md
new file mode 100644
index 0000000000000000000000000000000000000000..6705bffa5d48b95bf6d96e113e0bf44949c2023e
--- /dev/null
+++ b/hackerrank/integrations/scheduling/3675175160-using-hackerrank-interviews-in-interviewplanner.md
@@ -0,0 +1,124 @@
+---
+title: "Using HackerRank Interviews in InterviewPlanner"
+title_slug: "using-hackerrank-interviews-in-interviewplanner"
+source_url: "https://support.hackerrank.com/articles/3675175160-using-hackerrank-interviews-in-interviewplanner"
+article_slug: "3675175160-using-hackerrank-interviews-in-interviewplanner"
+last_updated_exact: "Apr 3, 2025, 11:42 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Scheduling"
+---
+
+# Using HackerRank Interviews in InterviewPlanner
+
+_Last updated: Apr 3, 2025, 11:42 AM (Last updated 1 year ago)_
+
+HackerRank integrates with InteviewPlanner to enable recruiters for initiating and conducting online interviews with Candidates located remotely. The integration allows for a seamless Candidate assessment process in the InteviewPlanner hiring workflow. HackerRank Interview includes an in-built code editor that facilitates a collaborative coding experience for interviewers and their candidates.
+
+This article describes how you can schedule interviews with Candidates in the InteviewPlanner interface using the HackerRank Interview options.
+
+## Using InterviewPlanner-HackerRank Integration to Schedule a Candidate Interview
+
+After the admin sets up the integration for InteviewPlanner with HackerRank, recruiters and interviewers can schedule an interview from the InterviewPlanner that gets reflected on the HackerRank for Work platform. Interviewers and Candidates can take up the interview from this HackerRank platform.
+
+This integration allows you to:
+
+- [Schedule a HackerRank Interview in InterviewPlanner](https://support.hackerrank.com/articles/3675175160-using-hackerrank-interviews-in-interviewplanner#scheduling-a-hackerrank-interview-in-interviewplanner-8)
+
+- [Preview the Scheduled Interview in InterviewPlanner](https://support.hackerrank.com/articles/3675175160-using-hackerrank-interviews-in-interviewplanner#previewing-the-scheduled-interview-in-interviewplanner-10)
+
+- [Review the Scheduled Interview in HackerRank for Work](https://support.hackerrank.com/articles/3675175160-using-hackerrank-interviews-in-interviewplanner#reviewing-the-scheduled-interview-in-hackerrank-for-work-12)
+
+**Prerequisites**:
+
+- You must have HackerRank for Work and InterviewPlanner user accounts with the same email address.
+
+- You must enable the integration between the two applications. See[📄 Configuring InterviewPlanner - HackerRank Integration](/articles/1300810624)
+ \
+
+- You must log in to InterviewPlanner with the same user account used to generate the API key.
+
+### Scheduling a HackerRank Interview in InterviewPlanner
+
+1. Click the **Candidates** tab on the left navigation pane to open the Candidate's profile.
+
+ 
+
+2. Select the Candidate you want to schedule an interview with and click the **Request Availability** drop-down.
+
+3. Click **Schedule**. The wizard for scheduling an interview for the candidate is displayed.
+
+ 
+
+4. Select the appropriate **HackerRank Link** check box against the interview option and select the other interview details.
+
+5. Next click **Interviewers**.
+
+6. Select the appropriate options for the Interviewers and then click **Availability**.
+
+7. In the **Availability** step, you can select the conference rooms and time for the interview. Enter the candidate's availability.
+
+ 
+
+8. Next click **Schedule**.
+
+ 
+
+9. Select the schedule option you want for the interview with the candidate.
+
+ 
+
+10. Next click **Events and Emails**.
+
+ 
+
+11. Enter the specific calendar details for the interview and also set the confirmation Email invite content that you will be sending to the candidate.
+
+ 
+
+### Previewing the Scheduled Interview in InterviewPlanner
+
+1. After you enter all the interview details, click **Review**. You can view a preview of the details you have entered to schedule the HackerRank interview.
+
+ 
+
+ The preview also contains the HackerRank interview link.
+
+ 
+
+2. After you review, click **Create Schedule** to schedule the interview with the selected candidate.
+
+3. The interview is scheduled and you can view it on the **Candidates** tab.
+
+ 
+
+4. You can also cancel the scheduled interview for the candidate based on your requirement. Click the Cancel schedule icon on the upper-right of the interview Scheduled screen.
+
+ 
+
+5. A prompt message appears to confirm the cancellation. You can either select to cancel or keep the schedule.
+
+### Reviewing the Scheduled Interview in HackerRank for Work
+
+1. On the **Interviews** tab in HackeRank for Work platform, you can see the scheduled interview for the candidate.
+
+ 
+
+2. As an interviewer, access the interview link and log in to the session with your HackerRank for Work company admin user account. For more information on conducting coding interviews, refer to[📄 Introduction to HackerRank Interviews](/articles/9059560249)
+ \
+ 
+
+*Joining the interview session as an interviewer*
+
+1. The Candidate can log in to the interview by entering the name.
+
+**Note**: It is recommended to use the latest version of Google Chrome or Firefox browsers for the best experience with HackerRank interviews.
+
+Recommended Articles
+
+- [Understanding the HackerRank Interview interface](https://support.hackerrank.com/hc/en-us/articles/360016528573--Understanding-the-CodePair-interface)
+
+- [Logging in to a HackerRank Interview Session](https://support.hackerrank.com/hc/en-us/articles/115008018328-Logging-in-to-a-CodePair-interview-session)
+
+- [Interview Preparation Checklist for Candidates](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402914035091-Interview-Preparation-Checklist-for-Candidates)
diff --git a/hackerrank/integrations/scheduling/6566949282-interviewplanner---hackerrank-integration.md b/hackerrank/integrations/scheduling/6566949282-interviewplanner---hackerrank-integration.md
new file mode 100644
index 0000000000000000000000000000000000000000..9993f57bbd891e13f451d6644b647bf81ecf5b48
--- /dev/null
+++ b/hackerrank/integrations/scheduling/6566949282-interviewplanner---hackerrank-integration.md
@@ -0,0 +1,77 @@
+---
+title: "InterviewPlanner - HackerRank Integration"
+title_slug: "interviewplanner-hackerrank-integration"
+source_url: "https://support.hackerrank.com/articles/6566949282-interviewplanner---hackerrank-integration"
+article_slug: "6566949282-interviewplanner---hackerrank-integration"
+last_updated_exact: "Dec 24, 2024, 6:31 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Integrations"
+ - "Scheduling"
+---
+
+# InterviewPlanner - HackerRank Integration
+
+_Last updated: Dec 24, 2024, 6:31 AM (Last updated 1 year ago)_
+
+HackerRank integrates with InterviewPlanner to facilitate a seamless interviewing experience to schedule remote Interviews from InterviewPlanner.\
+\
+
+Users can send HackerRank Interview invites to the candidates.\
+\
+
+The procedure to configure the integration for InterviewPlanner with HackerRank is as follows:
+
+- [📄 Configuring InterviewPlanner - HackerRank Integration](/articles/1300810624)
+ \
+- [📄 Using HackerRank Interviews in InterviewPlanner](/articles/3675175160)
+ \
+
+You can also refer to the[📄 InterviewPlanner-HackerRank Integration FAQs](/articles/7401637722) for troubleshooting.
+
+Below is a list of features that the InterviewPlanner Integration offers:
+
+## **Interviews**
+
+Feature |
+InterviewPlanner |
+
Create Interview QuickPad |
+✅
+ + |
+
Schedule HackerRank Interview |
+✅
+ + |
+
View Result |
+❌
+ + |
+
View Interviewer Notes |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Prelude |
+
View the Full list of HackerRank Tests |
+❌
+ + |
+
Invite candidates to a specific test |
+❌
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+❌
+ + |
+
View Total Candidate Score |
+❌
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+❌
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+N/A |
+
Invite sent from |
+N/A |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Prelude |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
Feature |
+Goodtime |
+
View the Full list of HackerRank Tests |
+❌
+ + |
+
Invite candidates to a specific test |
+❌
+ + |
+
Cancel an invite |
+❌
+ + |
+
Reinvite |
+❌
+ + |
+
Status update from invite to completion |
+❌
+ + |
+
View Total Candidate Score |
+❌
+ + |
+
View Maximum Score |
+❌
+ + |
+
Link to the detailed test report |
+❌
+ + |
+
View Question-wise scores |
+❌
+ + |
+
View Candidate Feedback |
+❌
+ + |
+
View Reviewer Comments |
+❌
+ + |
+
View Code |
+❌
+ + |
+
Play Code |
+❌
+ + |
+
Templates |
+N/A |
+
Invite sent from |
+N/A |
+
Public URL sync |
+❌
+ + |
+
Update results after editing HackerRank |
+❌
+ + |
+
Result sharing and validity |
+❌
+ + |
+
Add Time Accommodation |
+❌
+ + |
+
Feature |
+Goodtime |
+
Create CodePair link |
+✅
+ + |
+
Schedule CodePair Interview |
+✅
+ + |
+
View Result |
+❌
+ + |
+
View Scorecard |
+❌
+ + |
+
Link to the detailed report |
+❌
+ + |
+
+
+2. Click **Configure API Integration**.
+
+ 
+
+
+
+1. Select the **Enable API Integration** check box.
+
+ 
+
+2. Enter the API Token generated from HackerRank for Work in **API Token**.
+
+ 
+
+3. Click **Test API Credentials** to verify that the token is valid, then click **Save**.
+
+4. In the **To App** option under the **Provisioning** tab, select the **Create Users** and **Update User Attributes** check boxes.
+
+ 
+
+5. Click **Save**. You can now begin provisioning users to HackerRank for Work.
+
+### Importing Users
+
+The Import Users option helps to prevent overwriting existing permissions for users that are already created in HackerRank. This option pulls users back into Okta to keep your directory in sync.
+
+To import users:
+
+1. Click the **Import** tab in the HackerRank for Work application in Okta.
+
+ 
+
+2. Click **Import Now** to pull the list of users from HackerRank for Work.
+
+ 
+
+3. Select the users to be imported and **Confirm Assignments**.
+
+ 
+
+4. If users in HackerRank for Work exist in Okta but are not assigned to the HackerRank for Work application, an **EXACT** label is associated with the user. A new user is not created, but the user will be assigned to the application.
+
+5. The Confirm Imported User Assignments dialog box appears.
+
+ 
+
+6. Click **Confirm.**
+
+7. Now, the user appears in your directory.
+
+ 
+
+8. You can navigate to the **Assignment** tab to verify the newly imported users.
+
+### Provisioning Steps
+
+Perform these steps to create users in HackerRank for Work:
+
+1. Click the **Assignments** tab in the HackerRank for Work application in Okta.
+
+ 
+
+2. Click **Assign**.
+
+ 
+
+There are two options in this list:
+
+- **Assign to People**
+
+- **Assign to Groups**
+
+#### **Assign to People**
+
+Provision a single user.
+
+1. Click **Assign** for the user that you want to provision.
+
+ 
+
+ 1. Enter the required attribute fields for these roles:
+
+ - **Role**
+
+ 1. Recruiter
+
+ 1. Create tests, questions, and interviews.
+
+ 2. Access candidates.
+
+ 3. Send invites
+
+ 2. Developer
+
+ 1. Create tests, questions, and interviews.
+
+ 2. Access candidates.
+
+ 3. Interviewer
+
+ 1. Create and give interviews
+
+ - **Company Admin**: Grant the ability to override and grant more permissions for users in the whole company.
+
+ - **Team Admin**: Grant the ability to override permissions for users within the same team.
+
+ 
+
+ 2. Click **Save and Go Back** to view your newly assigned user.
+
+ 
+
+#### **Assign to Groups**
+
+Provision a group of users.
+
+1. Click **Assign** for the group that you want to provision.
+
+ 
+
+2. Enter the required attribute fields for these roles: (all users within the group will be provisioned with the same value for the attributes).
+
+ - **Role**
+
+ 1. Recruiter
+
+ 1. Create tests, questions, and interviews.
+
+ 2. Access candidates.
+
+ 3. Send invites.
+
+ 2. Developer
+
+ 1. Create tests, questions, and interviews.
+
+ 2. Access candidates.
+
+ 3. Interviewer
+
+ 1. Create and give interviews
+
+ - **Company Admin**: Grant the ability to override and grant more permissions for users in the whole company.
+
+ - **Team Admin**: Grant the ability to override permissions for users within the same team.
+
+ 
+
+3. Click **Save and Go Back**. Your group has been assigned to the application.
+
+ 
+
+4. You can also view the list of users assigned in the **People** tab.
+
+ 
+
+## Migrating to New Instance of HackerRank
+
+The HackerRank SCIM application is updated to provide a better experience to Okta users. The summary of changes is:
+
+- A new attribute (Interviewer Role) is added
+
+If you are a current user, you need to add a new instance of HackerRank in your Okta org.
+
+If you already have an existing instance of HackerRank, follow these steps to migrate to a newly updated instance of HackerRank:
+
+1. Log in to your Okta org as an Admin.
+
+2. Open the Admin UI.
+
+3. Click **Add Applications**.
+
+ 
+
+4. Add a new instance of HackerRank.
+
+ 
+
+5. Configure the application including Provisioning.
+
+6. After SCIM Provisioning has been enabled, go to the **Import** tab of your new HackerRank app instance.
+
+ 
+
+7. Click **Import Now**.
+
+8. After the users from HackerRank are downloaded, select the users you want created or linked in Okta.
+
+ 
+
+9. Click **Confirm Assignments.** A pop-up appears to confirm with proceeding for the assignment confirmation.
+
+ 
+
+10. Click **Confirm**.
+
+11. Navigate to the Admin Dashboard.
+
+12. Open your previous HackerRank app instance.
+
+13. Go to the **Provisioning** tab.
+
+14. On the **SETTINGS** section, click the **API** option.
+
+15. Click the **Edit** option and clear the **Enable API Integration** checkbox.
+
+ 
+
+16. Click **Save**.
+
+17. You can now deactivate or delete your previous HackerRank app instance and use the new HackerRank app you added.
+
+**Note:**
+
+- If you were using SAML as the sign-on mode for your previous HackerRank app instance, you will need to set up SAML on your new HackerRank app instance in Okta (recommended) or maintain the previous HackerRank app instance to ensure that the SAML functionality continues to work.
+
+- If you were using your previous HackerRank app as a profile master for certain Okta attributes, you must set your new HackerRank app as the profile master for the same attributes.
+
+### Push Groups
+
+To have access to tests and candidate reports, it is a best practice for users to be part of at least one team.
+
+Follow these steps to assign your users to a team within HackerRank for Work.
+
+**Warning**: Users must be provisioned to the application using Assignments for Push Groups to work. Group names must be unique and have not been created on HackerRank.
+
+1. Click the **Push Groups** tab in the HackerRank for Work application on Okta.
+
+ 
+
+2. Click **Push Groups**.
+
+ 
+
+3. Select Find groups **By name**.
+
+ 
+
+4. Using the search box, find your group
+
+5. Click **Save**.
+
+6. On successful group push, **Active** status appears for the group.
+
+ 
+
+### Common Group - Team Configurations
+
+- All users are in one group.
+
+- If you want HackerRank users to be in one team and have equal access to all tests and candidates, push a single group that all users belong to. For example, *Everyone* or *HackerRank Users*.
+
+- The group will be pushed and only those users assigned through the **Assignments** tab will be added to the team *Everyone*.
+
+- HackerRank users are in teams according to organization recruiting.
+
+- If you want to create Teams in HackerRank that correspond to organizations, divisions, or geo-locations, find the corresponding groups in Okta and push them as Teams in HackerRank.
+
+## User Attributes
+
+There are various attributes that you need to configure when assigning or updating users.
+
+- **Username/Email**: The primary email is used as the username in HackerRank and cannot be updated from Okta. Choosing to update either username or primary email in Okta will not be reflected in the HackerRank for Work application.
+
+- **Given Name**: First name of the user.
+
+- **Family Name**: Last name of the user.
+
+- **Role**
+
+ - Recruiter
+
+ - Create tests, questions, and interviews.
+
+ - Access candidates.
+
+ - Send invites.
+
+ - Developer
+
+ - Create tests, questions, and interviews.
+
+ - Access candidates.
+
+ - Interviewer
+
+ - Create and give interviews.
+
+- **Company Admin**: Ability to override and grant more permissions for users in the whole company. The value must be either *true* or *false*.
+
+- **Team Admin**: Ability to override permissions for users within the same team. The value must be either *true* or *false*.
+
+## De-Provisioning a User
+
+You can deprovision a User by clicking on the `X` icon on the right of the User in each row and then confirming it.
+
+
+
+The resources, such as Tests, Interviews, Questions, and so on, are transferred to the Owner of the Company, and the User will be locked.
+
+## Troubleshooting and Tips
+
+- We suggest keeping Okta as the source of truth.
+
+- This integration is optimized for creating users and teams. The following Okta features are not supported.
+
+ - Teams in HackerRank cannot be synced back to Okta as a Push Group option.
+
+ - Push Now functionality.
+
+ - Delete Group in the target app.
+
+ - Remove members from the group.
+
+\
diff --git a/hackerrank/integrations/single-sign-on-sso/4264962721-getting-started-with-single-sign-on.md b/hackerrank/integrations/single-sign-on-sso/4264962721-getting-started-with-single-sign-on.md
new file mode 100644
index 0000000000000000000000000000000000000000..01e86a723495ec93ebbc9f086fde89e3e1d1e960
--- /dev/null
+++ b/hackerrank/integrations/single-sign-on-sso/4264962721-getting-started-with-single-sign-on.md
@@ -0,0 +1,93 @@
+---
+title: "Getting Started with Single Sign-On Prerequisites Steps to enable SSO SSO endpoints Updating certificates"
+title_slug: "getting-started-with-single-sign-on-prerequisites-steps-to-enable-sso-sso-endpoints-updating-certificates"
+source_url: "https://support.hackerrank.com/articles/4264962721-getting-started-with-single-sign-on"
+article_slug: "4264962721-getting-started-with-single-sign-on"
+last_updated_exact: "Mar 25, 2026, 2:31 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Integrations"
+ - "Single Sign-On (SSO)"
+---
+
+# Getting Started with Single Sign-On Prerequisites Steps to enable SSO SSO endpoints Updating certificates
+
+_Last updated: Mar 25, 2026, 2:31 PM (Last updated 1 month ago)_
+
+**Single Sign-On (SSO)** is an authentication process that allows users to access multiple applications with a single set of login credentials. HackerRank for Work supports SSO to provide a seamless login experience and is particularly suited for larger teams. This integration simplifies access management by reducing the need to handle multiple credentials.
+
+# Prerequisites
+
+- You must have **Company Admin** access.
+
+- Your organization has an Enterprise plan with HackerRank.
+
+# Steps to enable SSO
+
+1. **Access SSO Settings**: Navigate to the top right-hand side of the landing page, click on the down arrow under profile, and select **Settings**, followed by **Single Sign-On**.
+
+
+
+2\. **Configure SSO:**
+
+- Copy the **SSO Unique ID** and add it to your Identity Provider (IDP) app (e.g., Okta, OneLogin).
+
+ 1. Use the IDP app to generate a metadata XML file.
+
+ 2. Click **Upload Metadata** in HRW and upload the XML file. Once uploaded, a metadata URL will be displayed.
+
+3\. **Enable SSO:**
+
+- Test the SSO setup by copying the generated URL and opening it in an incognito browser window. You should be redirected to your IDP sign-in page. Sign in and verify that you are returned to HackerRank.
+
+- Once verified, click **Enable SSO** to enforce SSO for all users in your organization. Going forward, all users will be required to sign in via your IDP's login page.
+
+4\. **Disable SSO (Optional):**
+
+- If needed, you can disable SSO at any time by clicking the **Disable SSO** button, which is highlighted in red.
+
+
+
+# SSO endpoints
+
+- Entity ID (Metadata URL):\
+ `https://www.hackerrank.com/x/api/v1/sso/saml/[company_unique_id]/metadata`
+
+- ACS/Reply URL:\
+ `https://www.hackerrank.com/x/api/v1/sso/saml/[company_unique_id]/acs`
+
+- Sign-on URL:\
+ `https://hackerrank.com/work/home`
+
+- Logout URL:\
+ `https://www.hackerrank.com/x/api/v1/sso/saml/[company_unique_id]/logout`
+
+For example, if your company's unique ID is `fj0iolfc03n`:
+
+- Metadata URL: `https://www.hackerrank.com/x/api/v1/sso/saml/fj0iolfc03n/metadata`
+
+- ACS URL: `https://www.hackerrank.com/x/api/v1/sso/saml/fj0iolfc03n/acs`
+
+# Updating certificates
+
+Your IdP metadata includes a security certificate. When a certificate expires, upload a new metadata file to the [HackerRank SSO Page](https://www.hackerrank.com/work/settings/sso).
+
+To avoid disruptions, upload a metadata file that includes both the current and the new certificates before the existing one expires. In this case:
+
+- The old certificate remains valid until it expires.
+
+- The new certificate takes effect automatically after you update it in the IdP, and the old certificate expires.
+
+This process ensures that users remain logged in and prevents unexpected login failures.
+
+#### **Note:**
+
+- HackerRank can only accept a user's email address. The SSO setup requires the user to define the SAML assertion with the correct data. SSO will fail if anything other than the email address is provided.
+
+- New users will not receive the usual welcome email to set a password once SSO is enabled.
+
+- HRW accounts for new users will be automatically activated, and they will be redirected to the SSO login page after entering their email addresses.
+
+- You cannot reset your HackerRank password when SSO is enabled. Instead, manage your password through your identity provider app (IDP).
+
+\
diff --git a/hackerrank/integrations/single-sign-on-sso/4516079405-saml-2.0-single-sign-on-%28sso%29-.md b/hackerrank/integrations/single-sign-on-sso/4516079405-saml-2.0-single-sign-on-%28sso%29-.md
new file mode 100644
index 0000000000000000000000000000000000000000..3e772081df8ef4cbbc9d20c4238f1ae06322f86b
--- /dev/null
+++ b/hackerrank/integrations/single-sign-on-sso/4516079405-saml-2.0-single-sign-on-%28sso%29-.md
@@ -0,0 +1,37 @@
+---
+title: "SAML 2.0 Single Sign-on (SSO)"
+title_slug: "saml-20-single-sign-on-sso"
+source_url: "https://support.hackerrank.com/articles/4516079405-saml-2.0-single-sign-on-%28sso%29-"
+article_slug: "4516079405-saml-2.0-single-sign-on-%28sso%29-"
+last_updated_exact: "Mar 25, 2026, 2:32 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Integrations"
+ - "Single Sign-On (SSO)"
+---
+
+# SAML 2.0 Single Sign-on (SSO)
+
+_Last updated: Mar 25, 2026, 2:32 PM (Last updated 1 month ago)_
+
+Using Single Sign-On (SSO) with HackerRank allows companies of any size to leverage their existing corporate directories and authentication systems to authorize employee access to HackerRank for Work. The SSO enables users to log in with a single ID and password to access a connected system. SSO reduces password fatigue for users by reducing the number of username and password combinations that they need to remember.
+
+HackerRank's support for SSO is built on top of an industry-standard Security Assertion Markup Language (SAML) 2.0 protocol.
+
+## Prerequisites to Configure SSO on HackerRank Account
+
+- Your organization has an Enterprise plan with HackerRank.
+
+- You must have a SAML 2.0-compatible Identity Provider service
+
+- You must have an SSO metadata XML file or URL
+
+Contact customer support to configure SSO. You need to provide the SSO metadata file or URL.
+
+**Caution**: Once customer support initiates the process to generate the SSO key, users from your organization will not be able to log in with their credentials.
+
+Therefore, you must plan a downtime of 2 hours before you inform HackerRank to initiate the process of generating an SSO key. Customer support will generate an SSO key which you can use to configure SSO for your organization. After SSO is enabled, all users of your organization can only use SSO to sign in because their user credentials are disabled.
+
+## Reaching Out for the Integration Help
+
+To know more about how to use the SAML protocol for SSO, you can reach out to the HackerRank point of contact or raise a support request by writing to [support@hackerrank.com](mailto:support@hackerrank.com).
diff --git a/hackerrank/integrations/single-sign-on-sso/6114369280-setting-up-hackerrank-sso-with-onelogin.md b/hackerrank/integrations/single-sign-on-sso/6114369280-setting-up-hackerrank-sso-with-onelogin.md
new file mode 100644
index 0000000000000000000000000000000000000000..1778db01a8434d6ee206e85c79d0407c15ec09f3
--- /dev/null
+++ b/hackerrank/integrations/single-sign-on-sso/6114369280-setting-up-hackerrank-sso-with-onelogin.md
@@ -0,0 +1,90 @@
+---
+title: "Setting Up HackerRank SSO with OneLogin"
+title_slug: "setting-up-hackerrank-sso-with-onelogin"
+source_url: "https://support.hackerrank.com/articles/6114369280-setting-up-hackerrank-sso-with-onelogin"
+article_slug: "6114369280-setting-up-hackerrank-sso-with-onelogin"
+last_updated_exact: "Mar 25, 2026, 2:36 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Integrations"
+ - "Single Sign-On (SSO)"
+---
+
+# Setting Up HackerRank SSO with OneLogin
+
+_Last updated: Mar 25, 2026, 2:36 PM (Last updated 1 month ago)_
+
+## Overview
+
+Single Sign-On (SSO) on HackerRank for Work can be configured using efficient and productive Identity providers such as OneLogin.
+
+The OneLogin SSO portal ensures that only authorized users get access to sensitive data. Users have to enter only one set of credentials to access apps in the cloud and behind the firewall – through desktops, smartphones, and tablets. With SAML, OneLogin SSO proves helpful in securely logging users into HackerRank for Work either through the OneLogin portal or over your corporate intranet.
+
+This article is a quick guide about configuring SSO on HackerRank with OneLogin. To know about SSO and its benefits, refer to the article[📄 Getting Started with Single Sign-On](/articles/4264962721).
+
+**Note:** HackerRank accepts only the user's email address. In the setup, the user defines the SAML assertion with the necessary data. HackerRank SSO fails if it receives anything other than an email address.
+
+## Prerequisites
+
+- Your organization has an Enterprise plan with HackerRank.
+
+- You have admin access to your HackerRank and OneLogin accounts.
+
+## Adding HackerRank to OneLogin
+
+1. Log in to OneLogin with your credentials and proceed to the administrator dashboard. On the account set-up dashboard, click **Add Apps**.
+
+ 
+
+- The **Add Link** dialog box will appear. In the **Text Display** field, enter the text you want to display as a clickable link for file access.
+
+- Select the **Upload a document** option, then choose the file you want to upload. The **URL** field will automatically be populated with the file’s link.
+
+
+
+- Click **OK**. The specified text will appear as a link for candidates to access the file.
+
+
+
+**Note:** Supported file extensions are .jpg, .jpeg, .png, .gif, .svg, .webp, .heic, .heif, .bmp, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .odt, .ods, .odp, .txt, .csv, .md, .rtf, .tsv, .json, .XML, .zip.
+
+### Candidates' Access to Files
+
+When candidates view the question during the test, the link to the file will be visible in the **Problem Description** section, enabling them to access the attached file as needed.
+
+
+
+### Attaching Files to Interviewer Guidelines
+
+You can also include file links in the **Interviewer Guidelines** section of a question by following the same process.
+
+This approach ensures candidates and interviewers access supporting materials, enhancing their understanding of the problem.
+
+
+
+**Note**: To change the link or upload a new file, select the existing linked text, click the **Link** icon, and upload the new file.
+
+\
diff --git a/hackerrank/interviews/additional-resources/faqs/9583186367-FAQs.md b/hackerrank/interviews/additional-resources/faqs/9583186367-FAQs.md
new file mode 100644
index 0000000000000000000000000000000000000000..50cb8caea04ea7cd560d017d9260bbf697fe87ab
--- /dev/null
+++ b/hackerrank/interviews/additional-resources/faqs/9583186367-FAQs.md
@@ -0,0 +1,62 @@
+---
+title: "Frequently Asked Questions"
+title_slug: "frequently-asked-questions"
+source_url: "https://support.hackerrank.com/articles/9583186367-FAQs"
+article_slug: "9583186367-FAQs"
+last_updated_exact: "Jan 2, 2026, 2:52 PM"
+last_updated_relative: "Last updated 4 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Additional Resources"
+ - "FAQs"
+---
+
+# Frequently Asked Questions
+
+_Last updated: Jan 2, 2026, 2:52 PM (Last updated 4 months ago)_
+
+**Why does the font appear black in Interview dark mode, and how can I change it?**
+
+On macOS, the font may appear black in Interview dark mode due to font rendering or browser compatibility issues. Try one of the following solutions.
+
+**Solution 1: Reinstall the Source Code Pro Font**
+
+1. Open the **Font Book** application on your Mac.
+
+2. In the search bar, type **Source Code Pro**.
+
+ 1. If the font appears, continue with the steps below.
+
+ 2. If the font does not appear, skip to step 5 to install it for the first time.
+
+3. Right-click the **Source Code Pro** font family and select **Disable “Source Code Pro” Family**.
+
+4. In the confirmation dialog, click **Disable**.
+
+ 
+
+5. Download the **Source Code Pro** font family from the [Google Fonts](https://fonts.google.com/specimen/Source+Code+Pro?query=source+code+pro) website.
+
+6. Install the downloaded fonts using **Font Book**.
+
+ 
+
+7. Refresh the interview page in your browser.
+
+After installation, the font renders correctly in dark mode.
+
+**Solution 2: Use the Safari Browser**
+
+This issue may occur when using third-party browsers on macOS. To resolve it, open the interview in Safari.
+
+**How do I add my own questions to HackerRank for Work?**
+
+To add questions, you must have a HackerRank for Work account. After you log in, you can create and add questions to your company library. For detailed steps, see [Creating Custom Questions](https://support.hackerrank.com/collections/6791011056-creating-custom-questions).
+
+**What should I do if I encounter an issue during my interview?**
+
+Use a [supported browser](https://candidatesupport.hackerrank.com/articles/8455316478-browser-recommendations-for-hackerrank-interviews) and run the [System Compatibility Check](https://www.hackerrank.com/compatibility) to identify browser, network, or device issues.
+
+If the issue persists, contact [support@hackerrank.com](mailto:support@hackerrank.com) and include your interview link.
+
+\
diff --git a/hackerrank/interviews/getting-started/5377881818-the-next-generation-of-hiring%3A-interview-features.md b/hackerrank/interviews/getting-started/5377881818-the-next-generation-of-hiring%3A-interview-features.md
new file mode 100644
index 0000000000000000000000000000000000000000..16f20da13c128180941ea28a79ce1cabdda93b25
--- /dev/null
+++ b/hackerrank/interviews/getting-started/5377881818-the-next-generation-of-hiring%3A-interview-features.md
@@ -0,0 +1,115 @@
+---
+title: "The Next-Generation of Hiring: Interview Features"
+title_slug: "the-next-generation-of-hiring-interview-features"
+source_url: "https://support.hackerrank.com/articles/5377881818-the-next-generation-of-hiring%3A-interview-features"
+article_slug: "5377881818-the-next-generation-of-hiring%3A-interview-features"
+last_updated_exact: "Feb 21, 2025, 12:02 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# The Next-Generation of Hiring: Interview Features
+
+_Last updated: Feb 21, 2025, 12:02 PM (Last updated 1 year ago)_
+
+At HackerRank, we are spearheading the AI revolution in developer productivity, fundamentally transforming the software development landscape.
+
+AI copilots are democratizing programming by leveling the playing field and exponentially boosting developer efficiency. By partnering with intelligent assistants, developers transition from merely writing code to collaborating with AI, enabling faster and more streamlined software creation. Cutting-edge tools like Cognition AI’s Devon and Ellipsis’s AI-powered code review agents are setting unprecedented standards, allowing developers to focus on complex problem-solving and innovation.
+
+HackerRank is leading the way in an AI-first hiring process, seamlessly integrating human expertise with AI to ensure the next generation of developers is equipped to define the future of coding.
+
+## Code Repositories in Interviews
+
+- Assess candidates’ coding fundamentals with real-world challenges
+
+- Create tasks that resemble feature building from a PRD
+
+- Fix bugs from a support ticket
+
+- Perform code review
+
+- Design scalable systems
+
+- Work collaboratively with an AI assistant
+
+- Explore team fit by simulating working together on daily tasks
+
+- Leverage the same problem context across all hiring rounds by using the same code repository.
+
+## Interview Set-up
+
+- [Log in to your HackerRank account.](https://www.hackerrank.com/work/login)
+
+- Create an interview using the create interview CTA in the Interviews tab
+
+
+
+- A code repository is the foundation of your interviews. For example, use the E-Commerce MERN repository for SDE 2 Front-End hiring.
+
+- Selecting a repository can be done in two ways:
+
+ - From Quickpad: Select the relevant code repository.
+
+
+
+- Or from the left nav: Select the relevant code repository
+
+
+
+- Add tasks from the repository for the interview.
+
+
+
+- Review the **README** file for an overview of the E-Commerce repository.
+
+
+
+- The repository includes bug fixes, system design, and feature development tasks.
+
+- Choose tasks for each interview from the E-Commerce MERN stack. Example of a sample sequence:
+
+ - Interview 1: Coding – Feature building + Bug fix
+
+ - Interview 2: System Design
+
+ - Hiring Manager Round
+
+ - Value Fit Round
+
+- An AI assistant is automatically enabled for the candidate to complete their tasks.
+
+
+
+## AI assistant
+
+- The AI assistant assists candidates in solving the tasks.
+
+- Interviewers can monitor AI-candidate interactions in real time, with conversations captured in interview reports.
+
+- To disable the AI assistant, contact HackerRank at support@hackerrank.com.
+
+
+
+## Interviewer Workflow
+
+### Candidate Preparation
+
+- Allocate ~5 minutes for candidates to familiarize themselves with the UI and code repository.
+
+- Inform candidates about the location and expected interaction with their AI assistant.
+
+### Post Interview: Reports
+
+- Access comprehensive reports for each interview in the **Candidate Packet** and in the **Interviews** tab.
+
+- Monitor the candidate’s interaction with AI in real time, with transcripts available in the reports.
+
+
+
+- Utilize the same code repository across all interviews to build a progressive interview assessment, marking previously attempted tasks and selecting remaining ones for subsequent rounds.
+
+
+
+\
diff --git a/hackerrank/interviews/getting-started/5821380141-ai-assisted-interviews.md b/hackerrank/interviews/getting-started/5821380141-ai-assisted-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..719567f1462638c2fde942f573795d4a55e51eed
--- /dev/null
+++ b/hackerrank/interviews/getting-started/5821380141-ai-assisted-interviews.md
@@ -0,0 +1,234 @@
+---
+title: "AI-Assisted Interviews Key benefits Enable AI Assistant for interviews Disable AI Assistant for a specific question Candidate experience Interviewer experience Post-interview report Frequently Asked Questions (FAQ)"
+title_slug: "ai-assisted-interviews-key-benefits-enable-ai-assistant-for-interviews-disable-ai-assistant-for-a-specific-question-candidate-experience-interviewer-experience-post-interview-report-frequently-asked-questions-faq"
+source_url: "https://support.hackerrank.com/articles/5821380141-ai-assisted-interviews"
+article_slug: "5821380141-ai-assisted-interviews"
+last_updated_exact: "Apr 22, 2026, 11:06 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# AI-Assisted Interviews Key benefits Enable AI Assistant for interviews Disable AI Assistant for a specific question Candidate experience Interviewer experience Post-interview report Frequently Asked Questions (FAQ)
+
+_Last updated: Apr 22, 2026, 11:06 AM (Last updated 4 days ago)_
+
+This feature is part of the AI Add-on. For more information, see [📄 HackerRank AI Add-on](/articles/5847651809).
+
+AI-Assisted Interviews allow interviewers to observe how candidates interact with an AI assistant in real time. This provides deeper insights into the candidate’s coding behavior, technical thinking, and ability to work with AI tools.
+
+The interview takes place in a modern integrated development environment (IDE) that includes AI features such as inline code completions, file-aware chat, and agent mode. These features closely resemble real-world developer tools such as GitHub Copilot and Cursor.
+
+Interviewers can evaluate not just problem-solving skills, but also how effectively candidates leverage AI to build solutions.
+
+**Note:** The AI Assistant currently supports the following question types:
+
+- Coding
+
+- Projects
+
+ - Frontend
+
+ - Backend
+
+ - Full-Stack
+
+ - Mobile
+
+ - Generative AI
+
+- Code Repository
+
+# Key benefits
+
+AI-Assisted Interviews offer signal-rich insights by enabling the following:
+
+- **Real-world simulation**: Mirrors a modern IDE where AI support is part of the development workflow.
+
+- **Enhanced interviewer visibility**: Displays how and when a candidate interacts with the AI assistant during the interview.
+
+- **Post-interview transparency**: Provides a complete chat transcript for interviewers to review and use when making informed hiring decisions.
+
+# Enable AI Assistant for interviews
+
+You can enable the AI Assistant for candidates at the company level and control how it applies to interviews.
+
+## Enable AI Assistant in Company Settings
+
+To enable AI Assistant:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to **Settings**.
+
+3. Select **Interview Settings** from the left panel under the **Company** section.
+
+4. Scroll to the **AI Assistant for Candidate** section.
+
+5. Select the **Turn on AI assistant for candidates** checkbox
+
+ 
+
+6. Choose how you want to enable the AI Assistant:
+
+ - Select **Always on for new interviews** to enable it by default for all new interviews.
+
+ - Select **Choose per interview** to enable it individually for each interview.
+
+7. Click **Save**.
+
+## Enable AI Assistant for a specific interview
+
+**Note:** You can manually enable the AI Assistant for individual interviews only when **Choose per interview** is selected under **AI Assistant for Candidates** in company settings.
+
+To enable the AI Assistant for a specific interview:
+
+1. Go to **Interviews** \> **Interview List**.
+
+2. Select the interview you want to update.
+
+3. In the **Interview Details** panel, turn on **Enable AI Assistant** under **AI Assistant for Candidate**.
+
+ 
+
+4. Click **Save Without Inviting** or **Invite Participants**.
+
+For more information, see [📄 Create an Interview](/articles/8404005945).
+
+# Disable AI Assistant for a specific question
+
+You can disable the AI Assistant for specific questions if you do not want candidates to use it.
+
+To disable the AI Assistant for a specific question:
+
+1. Import the supported question type during the interview.
+
+2. Locate the **AI Assistant** toggle.
+
+3. Turn off the toggle to prevent the candidate from using it.
+
+ 
+
+# Candidate experience
+
+When you enable the AI Assistant for a supported question, candidates can interact with it in the following ways:
+
+
+
+- **Chat interface**: Candidates can ask questions about the problem, code, or specific files. Candidates must tag the `problem statement` to provide context. The AI Assistant uses the tagged content to generate accurate responses.
+
+ This helps you assess how well a candidate understands the task and how effectively they use the AI Assistant to plan their implementation. It also enables the AI Assistant to apply the same context throughout the interview.
+
+- **Inline code completions**: As candidates type, the AI Assistant offers code suggestions directly in the editor. Candidates can choose to accept or ignore these suggestions.
+
+- **Agent mode**: Candidates switch to a mode designed for longer, multi-turn conversations. In this mode, candidates can ask the AI Assistant to write code, edit files, and perform actions directly from prompts. This mode is useful for complex tasks and step-by-step guidance.\
+ The system displays a **Pending tool call** dialog while it prepares the requested action. Candidates can choose to **Allow** or **Cancel** the action.
+
+ - When candidates select **Allow**, the AI Assistant proceeds and generates code suggestions. Candidates can then **Accept** or **Reject** the suggestions.
+
+ - When candidates select **Cancel**, the system stops the action, and no changes occur.
+
+
+
+- **Model switching**: Candidates toggle between available models based on their preference or the task requirements. Currently, the AI Assistant supports **Claude-sonnet-4.6**, **Gemini-3 Flash**, **Gemini-3 Pro,** and **GPT-5.4.** Candidates can also select **Auto Mode,** which automatically chooses the best model based on response speed.
+
+ 
+
+The AI Assistant operates in the following modes:
+
+- **Unguarded**: Allows candidates to interact freely with the AI, similar to real-world AI coding tools.
+
+- **Guarded**: Provides help with syntax, platform navigation, and conceptual guidance but does not generate complete solutions.
+
+Contact your account manager to change the default setting or to learn more about the available modes.
+
+The table below shows the availability of AI Assistant features to candidates in each mode for Project and Code Repository questions.
+
+| | | |
+|-------------------------|------------------|--------------------|
+| **Feature** | **Guarded Mode** | **Unguarded Mode** |
+| Chat Interface | Available | Available |
+| Inline Code Completions | Not Available | Available |
+| Agent Mode | Not Available | Available |
+| Model Switching | Not Available | Available |
+
+For Coding questions, both guarded and unguarded modes support only the chat interface.
+
+# Interviewer experience
+
+During an interview, the interviewer can monitor the candidate’s interaction with the AI Assistant in real time.
+
+- The chat panel remains fully visible to the interviewer, displaying both the candidate’s prompts and the assistant’s responses as they occur.
+
+- Inline code completions accepted by the candidate appear directly in the shared code editor.
+
+- The interviewer retains full control of the session and can ask questions, add comments, or navigate files as usual.
+
+- In **Observation mode**, the interviewer can view all AI Assistant interactions in real time. Live assistant edits and shared diff views remain synchronized between the interviewer and the candidate.
+
+ 
+
+This visibility helps interviewers understand what changes occur, why they occur, and how the candidate responds. It also enables interviewers to assess the type of assistance the candidate seeks, such as syntax help, conceptual guidance, or full implementation suggestions.
+
+The interviewer can disable the AI Assistant for specific questions, if needed. They can ask the candidate to explain their AI interactions to better understand their problem-solving approach.
+
+# Post-interview report
+
+After the interview, the candidate report includes a detailed **Chat Transcript**, which provides a complete record of the conversation between the candidate and the AI Assistant.
+
+
+
+These insights offer transparency into the candidate’s support-seeking behavior, coding independence, and AI fluency—key factors in evaluating developer readiness.
+
+# Frequently Asked Questions (FAQ)
+
+**Which question types support the AI Assistant in interviews?**
+
+The AI Assistant currently supports the following question types in interviews:
+
+- Coding
+
+- Code Repositories
+
+
+
+- Projects
+
+ - Frontend
+
+ - Backend
+
+ - Full-Stack
+
+ - Mobile
+
+ - Generative AI
+
+**What does unguarded mode mean?**
+
+In interviews, the AI Assistant operates in **unguarded mode**, which means:
+
+- It can provide complete answers or code snippets when prompted.
+
+- Candidates have full flexibility to explore ideas, ask for clarification, and request implementation help similar to how real-world AI programming tools work.
+
+This unguarded setup is intentional and reflects the live, collaborative nature of interviews. The goal is to understand how candidates interact with AI tools in real time.
+
+**How does the AI Assistant in interviews differ from the AI Assistant in tests?**
+
+In **HackerRank Tests**, the AI Assistant operates in **guarded mode**. It provides limited support, such as syntax assistance, platform guidance, and conceptual help. It does not reveal full solutions.
+
+In **Interviews**, the AI Assistant operates in **unguarded mode**. Because interviews are human-evaluated, the AI Assistant supports richer and more realistic interactions to reflect real-world development environments.
+
+**Can I disable the AI Assistant for specific interviews?**
+
+Yes. After you enable the AI Assistant at the company level, individual interviewers can choose whether to activate it for each question during a session. To do this, toggle the AI Assistant switch on or off at the question level within the interview.
+
+**Can I review how the candidate used the AI Assistant?**
+
+Yes. The interview report includes a complete chat transcript between the candidate and the assistant.
+
+**Note:** If you have any questions or need assistance, contact [support@hackerrank.com](mailto:support@hackerrank.com).
+
+\
diff --git a/hackerrank/interviews/getting-started/6028726783-self-signup-for-interviewers.md b/hackerrank/interviews/getting-started/6028726783-self-signup-for-interviewers.md
new file mode 100644
index 0000000000000000000000000000000000000000..25d3d5f5c1b18d464fccd67b97844b91738d7a13
--- /dev/null
+++ b/hackerrank/interviews/getting-started/6028726783-self-signup-for-interviewers.md
@@ -0,0 +1,47 @@
+---
+title: "Self-Signup for Interviewers"
+title_slug: "self-signup-for-interviewers"
+source_url: "https://support.hackerrank.com/articles/6028726783-self-signup-for-interviewers"
+article_slug: "6028726783-self-signup-for-interviewers"
+last_updated_exact: "Dec 13, 2024, 4:59 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# Self-Signup for Interviewers
+
+_Last updated: Dec 13, 2024, 4:59 AM (Last updated 1 year ago)_
+
+## Overview
+
+Administrators can allow Interviewers to directly sign up with a company ID before an Interview, without having to log in (if the interviewer's account is not created already). HackerRank allows you to do this with the Self-Sign Up for Interviewers feature present in the **Settings \> Interview Settings** page of HackerRank.
+
+To enable the Self-Sign Up for Interviewers feature:
+
+1. Click **Settings** on the profile icon at the top of the page.
+
+ 
+
+2. Click **Interview Settings**.
+
+ 
+
+3. The **Self-Sign Up for Interviewers** feature is enabled by default. Therefore, Interviewers will be prompted to sign up before starting an Interview.
+
+4. Clear the option to disable the feature. This allows the Interviewer to log in to an Interview without having to sign up.
+
+## Interviewer Experience
+
+- When the Self-Sign Up for Interviewers feature is enabled, the Interviewer can see the following experience when the Interview gets started.
+
+ 
+
+- Clicking **Sign up** takes the Interviewer to the Create Account page.
+
+ 
+
+- When the Self-Sign Up for Interviewers feature is disabled, the Interviewer can see the following experience when the Interview gets started.
+
+ 
diff --git a/hackerrank/interviews/getting-started/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom.md b/hackerrank/interviews/getting-started/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom.md
new file mode 100644
index 0000000000000000000000000000000000000000..5cb710379f807c80886c6065997ecc25ea25e893
--- /dev/null
+++ b/hackerrank/interviews/getting-started/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom.md
@@ -0,0 +1,85 @@
+---
+title: "Audio and Video Calls in Interviews Powered by Zoom Prerequisites Key benefits Screen sharing during interviews Customize the video layout Verify system compatibility"
+title_slug: "audio-and-video-calls-in-interviews-powered-by-zoom-prerequisites-key-benefits-screen-sharing-during-interviews-customize-the-video-layout-verify-system-compatibility"
+source_url: "https://support.hackerrank.com/articles/6271433412-audio-and-video-calls-in-interviews-powered-by-zoom"
+article_slug: "6271433412-audio-and-video-calls-in-interviews-powered-by-zoom"
+last_updated_exact: "Oct 14, 2025, 8:24 PM"
+last_updated_relative: "Last updated 6 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# Audio and Video Calls in Interviews Powered by Zoom Prerequisites Key benefits Screen sharing during interviews Customize the video layout Verify system compatibility
+
+_Last updated: Oct 14, 2025, 8:24 PM (Last updated 6 months ago)_
+
+HackerRank Interviews include built-in audio and video calling features that allow interviewers and candidates to communicate seamlessly. By integrating with Zoom, HackerRank ensures a smooth and uninterrupted interview experience.
+
+# Prerequisites
+
+Ensure the following domains are not blocked in your organization’s network to enable Zoom-powered calls:
+
+- `*.zoom.us`
+
+- `*.*.zoom.us`
+
+- `zoom.us`
+
+For more information, see [📄 Safelist/Allowlist URLs and IP Addresses for HackerRank](/articles/6769658535).
+
+**Note:** This feature is supported on the latest versions of Google Chrome, Microsoft Edge, and Mozilla Firefox. For the best performance, use the most up-to-date version of these browsers.
+
+# Key benefits
+
+Zoom integration in HackerRank Interviews offers the following benefits:
+
+- No Zoom account or software installation is required.
+
+- Calls connect automatically through Zoom when an interview starts.
+
+- High-quality audio and video are maintained, even on slow internet connections.
+
+- Video can be turned off to preserve audio quality in low-bandwidth scenarios.
+
+- Calls automatically reconnect if the network drops and is restored within two minutes.
+
+# Screen sharing during interviews
+
+Interviewers and candidates can share their screens during interviews to improve collaboration and communication. Screen sharing allows real-time interaction and visibility when reviewing designs, code, documents, and other relevant materials. This feature works without additional plugins or software installations.
+
+
+
+**Tip: **Ask the candidate to share their entire screen rather than a single application window for better evaluation.
+
+**Note:** Screen sharing is available only after you start a video call.
+
+# Customize the video layout
+
+You can customize the video layout in HackerRank Interviews based on your preference. The following configurations are supported:
+
+
+
+- **Gallery View:** Displays participant videos in a grid.
+
+- **Speaker View:** Highlights the active speaker in a large window.
+
+- **Side-by-Side Mode (when screen sharing):** Shows the shared screen next to Speaker, Gallery, or Multi-speaker view.
+
+- **Floating Thumbnail (Mini Window):** Keeps a small, always-on-top video window when you minimize Zoom.
+
+- **Pop-out View:** Opens the video call in a separate browser tab, useful when using multiple monitors.
+
+# Verify system compatibility
+
+To verify system compatibility:
+
+
+
+1. Open the [HackerRank Compatibility](https://www.hackerrank.com/compatibility) link.
+
+2. Review the results to confirm that all parameters are configured correctly.
+
+If you encounter issues accessing the listed domains or encounter compatibility problems, contact [support@hackerrank.com](mailto:support@hackerrank.com) and include a screenshot of the error message.
+
+\
diff --git a/hackerrank/interviews/getting-started/6375174017-network-monitoring-in-hackerrank-interviews.md b/hackerrank/interviews/getting-started/6375174017-network-monitoring-in-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..bfd8e85967c75b9185d683142e19d21f058fc1ee
--- /dev/null
+++ b/hackerrank/interviews/getting-started/6375174017-network-monitoring-in-hackerrank-interviews.md
@@ -0,0 +1,47 @@
+---
+title: "Network Monitoring in HackerRank Interviews"
+title_slug: "network-monitoring-in-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/6375174017-network-monitoring-in-hackerrank-interviews"
+article_slug: "6375174017-network-monitoring-in-hackerrank-interviews"
+last_updated_exact: "Dec 13, 2024, 5:07 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# Network Monitoring in HackerRank Interviews
+
+_Last updated: Dec 13, 2024, 5:07 AM (Last updated 1 year ago)_
+
+## Overview
+
+A seamless internet connection is essential to have a smooth interview experience with HackerRank. We advise both the candidates and interviewers to check their internet connection before the start of the interview. While inside the interview, as well, you will be able to see your network strength and we will also notify you in case of a weak connection.
+
+You will be able to see your network strength, both in the lobby as well as inside the interview.
+
+## Virtual Lobby
+
+This is how you can monitor the network strength of available participants in the interview from the lobby.
+
+
+
+## Inside the Interview
+
+The network signal of the interviewers and interviewee can be viewed inside the interview as well, as shown in the below image.
+
+
+
+## Unstable Network
+
+When the internet connection is unstable for any of the participants in the interview, they get a notification of the same on their screen, as shown below.
+
+
+
+## Loss of Signal
+
+If any of the participants in the interview loses their internet while the interview is still on they get a message, as below, on their screen.
+
+
+
+**Note**: These notifications are only visible to the person who is facing the problem with their internet connection, while the others in the interview can monitor each other's network strength via signal bars on the top right corner.
diff --git a/hackerrank/interviews/getting-started/9059560249-introduction-to-hackerrank-interviews.md b/hackerrank/interviews/getting-started/9059560249-introduction-to-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..2c195209f0056241124f6ab41ed6e377010c9868
--- /dev/null
+++ b/hackerrank/interviews/getting-started/9059560249-introduction-to-hackerrank-interviews.md
@@ -0,0 +1,156 @@
+---
+title: "Introduction to HackerRank Interviews"
+title_slug: "introduction-to-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/9059560249-introduction-to-hackerrank-interviews"
+article_slug: "9059560249-introduction-to-hackerrank-interviews"
+last_updated_exact: "Apr 22, 2026, 1:41 PM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# Introduction to HackerRank Interviews
+
+_Last updated: Apr 22, 2026, 1:41 PM (Last updated 4 days ago)_
+
+HackerRank Interviews is an online platform for conducting live coding interviews. Interviewers can use the platform to invite candidates to a live session, where both the candidate and the interviewer communicate, write code, and collaborate in real time.
+
+Use the following sample links to explore the HackerRank Interviews platform:
+
+- [Interviewer experience](https://hr.gs/newint)
+
+- Candidate experience
+
+ - [Front-end engineer interview](https://hr.gs/sampleint-fe)
+
+ - [Back-end engineer interview](https://hr.gs/sampleint-be)
+
+ - [Datascience engineer interview](https://hr.gs/sampleint-ds)
+
+ - [Code repository interview](https://hr.gs/sampleint-v2)
+
+Share the candidate experience link with candidates to help them become familiar with the platform before their interview.
+
+**Note:** Open the interview link in an incognito window or a browser where you are not logged in to a HackerRank account.
+
+This article outlines the key features of the HackerRank Interview platform, which is designed to streamline the interview process and help you efficiently identify top candidates.
+
+## Key capabilities
+
+The HackerRank Interview platform offers the following core capabilities:
+
+### Create and customize an interview
+
+You can create an interview between a candidate and interviewers using one of the following methods:
+
+- **Schedule an interview:** Set a specific date and time for the interview. HackerRank sends email notifications to the candidate and the interviewer. The email includes the scheduled date and time and a link to join the interview. Interviewers may also receive additional information, such as the candidate’s phone number, resume, and any notes you provide.
+
+- **Start an interview immediately:** You can start an interview immediately. HackerRank does not send notifications. You must manually share the link with candidates and communicate the time and details to all participants.
+
+**Note:** For more information, see [📄 Create an Interview](/articles/8404005945).
+
+### Interview templates
+
+You can use interview templates to create consistent and structured experiences for candidates applying to the same role. Templates help interviewers ask the same set of questions and evaluate the same skills across all candidates. This standardization reduces bias and supports fair comparisons..
+
+For more information, see [Standardizing Interviews Using Templates](https://support.hackerrank.com/articles/2837093779-standardizing-interviews-using-templates).
+
+### Import questions
+
+HackerRank Interviews supports various question types such as Coding, Front-End, Back-End, Full-Stack, Database, and more. You can add questions to the interview from the **Explore** tab in the left pane.
+
+
+
+Alternatively, you can use the **Questions** tab to import questions directly from the Question Library.
+
+
+
+For more information, see [Adding Questions to Interviews](https://support.hackerrank.com/articles/6761309830-adding-questions-to-interviews).
+
+### Import project questions
+
+By importing project-based questions during the interview, you can assess candidates across various technical skills, such as Front-End, Back-End, Full-Stack, DevOps, Data Science, and more. The Platform automatically captures all interactions and code in a detailed report for post-interview review and collaboration.
+
+For more information, see [Importing Project Questions in HackerRank Interview.](https://support.hackerrank.com/articles/1769104522-importing-projects-in-hackerrank-interview-)
+
+### Real-time coding environment
+
+Candidates have access to a workspace tailored for coding during the interview. Key features include:
+
+- **Code Editor:** Supports more than 58 programming languages. Candidates can switch languages using the language dropdown.
+
+- **Run Tests/Run Code:** Candidates can run all predefined test cases with Run Tests or execute the current input using Run Code.
+
+
+
+- **Input Panel:** Enter custom input values and run the code. To use pre-configured test cases, select Run Tests.
+
+- **Output Panel:** Displays the results of code execution, including standard output and error messages.
+
+- **Test Cases:** Displays which test cases have passed or failed based on code submission.
+
+- **Console:** Supports real-time execution in supported REPL languages such as Python, JavaScript, and Ruby. For more information, see [REPL Support in HackerRank.](https://support.hackerrank.com/articles/6400859375-repl-support-in-interviews)
+
+### Live communication
+
+HackerRank Interview supports real-time communication between the candidate and interviewer through text, audio, and video chat.
+
+### Rename tabs
+
+You can rename individual tabs within the Interview platform to organize sessions more effectively. By default, tabs use generic names such as Coding 1. You can replace these with custom names that reflect the task, such as Problem-Solving or System Design. Custom tab names make it easier to navigate interview stages and maintain a clear session structure.
+
+
+
+### Virtual Lobby
+
+The Virtual Lobby allows you to manage multiple interviews using a single interview link. Based on the configured settings, candidates will wait in the lobby until the interviewer admits them.
+
+**Note:** Depending on the settings, candidates either enter the interview directly or wait in the Virtual Lobby.
+
+For more information, see [Using Virtual Lobby](https://support.hackerrank.com/articles/1151935613-using-virtual-lobby-in-hackerrank-interviews).
+
+
+
+### Customize interview settings
+
+For more information, see [📄 Configure Interview Settings](/articles/6563947154)
+
+\
+
+
+
+### Monitor candidate presence
+
+During an interview session, you can:
+
+- Confirm candidate presence using the colored indicators at the top of the screen.\
+ \
+
+ 
+
+- Monitor candidate activity using Observer Mode by clicking on their name.
+
+ 
+
+- Assess connectivity using the Internet Quality Indicator for both you and the candidate.
+
+- Identify when a participant leaves the session through the Out of Interview message displayed below their name.
+
+### Interview Integrity Signals
+
+Interview Integrity Signals notify interviewers only when the system detects meaningful clusters of suspicious candidate activity. For more information, see [Interview Integrity Signals.](https://support.hackerrank.com/articles/5161582600-interview-integrity-signals)
+
+### Interviewer Scorecard
+
+The Interviewer Scorecard is a private scorecard that allows the interviewer to rate candidates on the specific skills related to the role. The platform auto-saves all ratings and feedback. For more information, see [Interview Scorecards](https://support.hackerrank.com/articles/9842091173-interview-scorecards).
+
+If you use a scorecard template, you can also add custom skills. For more information, see [Adding Skills to an Interview Scorecard](https://support.hackerrank.com/hc/en-us/articles/1500008525861-Standardizing-Interviews-Using-Templates#adding-skills-to-a-template).
+
+### Reports
+
+When an interview ends, HackerRank automatically generates a detailed report to support evaluation and hiring decisions. You can download the report as a PDF, share it with your team, and update the hiring status.
+
+For more information, see [Viewing Interview Reports](https://support.hackerrank.com/articles/6788713830-viewing-interview-reports).
+
+\
diff --git a/hackerrank/interviews/getting-started/9999244916-question-types-in-hackerrank-interviews.md b/hackerrank/interviews/getting-started/9999244916-question-types-in-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..78b09c8316f05b0d249b8e94f6d02ae02c1a72d8
--- /dev/null
+++ b/hackerrank/interviews/getting-started/9999244916-question-types-in-hackerrank-interviews.md
@@ -0,0 +1,105 @@
+---
+title: "Question Types in HackerRank Interviews"
+title_slug: "question-types-in-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/9999244916-question-types-in-hackerrank-interviews"
+article_slug: "9999244916-question-types-in-hackerrank-interviews"
+last_updated_exact: "Apr 10, 2025, 1:54 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Getting Started"
+---
+
+# Question Types in HackerRank Interviews
+
+_Last updated: Apr 10, 2025, 1:54 PM (Last updated 1 year ago)_
+
+## Overview
+
+HackerRank Interviews are designed to help you conduct specific coding and technical skills assessments of candidates. These assessments primarily include coding questions of varying complexity in different programming languages and diverse frameworks. However, interviewers can also have subjective and diagram questions to assess a candidate's knowledge in particular subjects depending on the job requirements.
+
+This article provides an overview of the different question types supported by HackerRank Interviews.
+
+## Supported Question Types
+
+Question Type |
+Description |
+
Coding |
+Questions for which you write programs or define logic in functions to produce the expected output. +Coding questions may have varying complexity levels and can be designed to allow coding in particular programming languages. An in-built code editor and compiler adapt itself to a chosen language, and test cases validate your code to produce the expected output. |
+
Subjective |
+Subjective questions allow you to ask candidates open-ended questions. You can provide a prompt, and the candidate responds to it in the text. |
+
Front-end developer |
+Questions on front-end web application development using frameworks such as Angular, React.JS, Node.JS, or other custom frameworks. You are provided with a front-end project and access to an IDE where you can run and test your code offline or online. |
+
HTML/CSS/JavaScript programming |
+Questions to assess web page designing skills using HTML, CSS, and JavaScript code. You are expected to design and structure web pages, and with the click of a button, you can view how your code is rendered in a web browser. |
+
Back-end developer |
+Questions on back-end web application development using frameworks such as Node.js, Django, Ruby on Rails, Java Spring Boot, or other custom frameworks. You are provided a back-end project and access to an IDE to run and test your code offline or online. |
+
Database Engineer |
+Database programming Questions based on MySQL, Oracle, Microsoft SQL, or DB2. You are expected to write database queries pertaining to data storage, retrieval, and management. Typically, the test setter defines the data schema along with the problem statement. |
+
Diagram |
+Questions that you answer with class diagrams, structure diagrams, flowcharts, or architectural diagrams. The test interface provides the integrated draw.io tool to help you create these diagrams. |
+
Data Science |
+Questions are used to assess skills like data wrangling, visualization, machine learning, etc., through Jupyter Notebooks. +(Optional) You can use additional files to upload external files like data sets or scripts. You can add solution notebooks or evaluation files. These files are not available to the candidate during a test and will be used after the test to score a candidate's submission. |
+
Full-stack developer |
+Questions on full-stack web application development using frameworks such as Angular, React.JS, Node.JS, Django, Ruby on Rails, Java Spring Boot, .Net Core, or other custom frameworks. You are provided with a back-end project and access to an IDE to run and test your code offline or online. +This question type supports both front-end and back-end developer frameworks in a single question type. |
+
DevOps |
+Questions to assess the Linux skills of a candidate. You are provided with an integrated shell terminal on a Linux server to work on bare machines or predefined tasks. |
+
Mobile Development |
+Questions to assess the mobile development skills of a candidate. A built-in emulator is provided inside the IDE for the interviewers and candidates to build and see their code in real-time. |
+
Whiteboard |
+Questions where you can use the whiteboard to add basic shapes and text. |
+
Code Review |
+Interviewers can now use Code Review questions in Interviews to assess candidates on their coding skills. In Code Review questions, Interviewers can share code written by someone else and ask the candidates to provide suggestions and comments to improve the code. |
+
+
+- **File management:** Create, delete, open, close, and switch between files.
+
+- **Terminal activity:** Create, delete, switch terminals, and execute commands.
+
+- **Panel adjustments:** Resize, expand, or minimize the file browser, terminal, and preview panel.
+
+- **Other interactions:** Scroll through files and switch between side menu icons.
+
+- **Preview panel:** View automatic updates when the preview is refreshed.
+
+**Note:** The integrated VS Code IDE supports a wide range of interactions. Currently, only the core actions described above are mirrored.
+
+### Coding Questions
+
+You can monitor real-time screen activity, including:
+
+
+
+- Switching between tabs such as **Input/Output**
+
+- Clicking **Run Code**
+
+**Important notes:**
+
+- **Anonymity:** Candidates are not notified when Observation Mode is active.
+
+- **Independent operations:** In multi-interviewer sessions, each interviewer can enable Observation Mode independently without affecting others. .
+
+- **Limitations:**
+
+ - Observation Mode is supported only for Coding, Front-end, Back-end, Full-stack, and Mobile questions.
+
+ - If the candidate switches to an unsupported question type, Observation Mode ends automatically.
+
+ - If the candidate becomes idle or disconnects, Observation Mode ends automatically.
+
+## Ending Observation Mode
+
+To exit Observation Mode during an interview, do one of the following:
+
+- Select the drop-down menu next to the candidate’s name, and then select **Exit Observation Mode**.
+
+- Click anywhere in the code editor.\
+ \
+
+\
diff --git a/hackerrank/interviews/manage-interviews/1769104522-importing-projects-in-hackerrank-interview-.md b/hackerrank/interviews/manage-interviews/1769104522-importing-projects-in-hackerrank-interview-.md
new file mode 100644
index 0000000000000000000000000000000000000000..c1f1cffc9e5439a87280d96aee740c6c9939b7b8
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/1769104522-importing-projects-in-hackerrank-interview-.md
@@ -0,0 +1,123 @@
+---
+title: "Importing Projects in HackerRank Interview"
+title_slug: "importing-projects-in-hackerrank-interview"
+source_url: "https://support.hackerrank.com/articles/1769104522-importing-projects-in-hackerrank-interview-"
+article_slug: "1769104522-importing-projects-in-hackerrank-interview-"
+last_updated_exact: "Dec 13, 2024, 5:11 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Importing Projects in HackerRank Interview
+
+_Last updated: Dec 13, 2024, 5:11 AM (Last updated 1 year ago)_
+
+## Overview
+
+You can now import Project questions (Front-End, Back-End, Full-Stack) inside a HackerRank interview. With this feature, interviewers can assess candidates on skills such as React, Angular, Node, and so on, during live interviews. This article will walk you through the steps to import projects in HackerRank Interview.
+
+**Note:** This experience is valid only for Front-end, Back-end, and Full Stack questions. Refer to the [Importing Data Science Projects in the HackerRank Interview](https://support.hackerrank.com/hc/en-us/articles/360056646493-Importing-Data-Science-Projects-in-HackerRank-Interview) article for Data Science project questions.
+
+## Steps to Import from Library
+
+#### Prerequisites
+
+- You must have scheduled a HackerRank interview, either by Quick pad or Scheduled Interview.
+
+#### Related Articles:
+
+- [Scheduling an Interview](https://support.hackerrank.com/hc/en-us/articles/115005852347-Scheduling-an-Interview)
+
+- [Methods to set up an Interview](https://support.hackerrank.com/hc/en-us/articles/115005942648-Methods-to-Set-up-Interviews)
+
+### Importing From the Question Library
+
+- On the Onboarding page, click on the Question Library option. This will take you to the **Question Library** (or) click on the **Questions** option from the left panel.
+
+
+
+- Inside the library, select the desired question type from the Type drop-down menu, and click on **Use** to use that question.
+
+
+
+- Here the IDE will be launched where you can collaborate with the candidate.
+
+- Once the question is selected, it gets populated in the left-hand panel, and you will see the IDE on the right.
+
+
+
+### Import from Tests to Interview
+
+You can also import the candidate solution from a previous Code screen test of the candidate. Follow the below steps to do the same.
+
+- To import a question from the Candidates test, click on the plus (+) icon on the top.
+
+- On the landing page, hover your mouse on the left pane.
+
+- Here you can see the **Candidate's Test,** and you can find the questions used in the candidate's test. Click on **Use** to launch the question.
+
+
+
+- You can now ask the candidate to present the solution approach they took. You can also further build on the solution by working collaboratively.
+
+## Candidate Experience During the Interview
+
+Once the candidate navigates to the Projects question imported by the interviewer, they will see the IDE based on VS Code. They can now explore the files, run the project, open the preview (applicable for front-end tasks), and solve it.
+
+### Pair Programming with Candidates
+
+- All participants will see a tab called "Participant" in the left-hand panel of the IDE menu. All the participants and the file they are on will be visible here.
+
+- On clicking the filename, it will take one to the cursor position that the participant is in.
+
+
+
+- The same can be achieved by clicking on the participant's name on the top right corner of the screen where the participants' names are displayed.
+
+
+
+- Additionally, the participant position would be visible on the open file name inside the IDE.
+
+- Any file that a candidate opens will automatically be opened in the background for all interviewers, enabling them to observe which file the candidate is working on.
+
+
+
+- But files that an interviewer opens would not be automatically open for other participants, including the candidate in the Interview. This is done so that interviewers have autonomy in exploring the files and modifying them if needed. And while they are at it, the candidate is not distracted by new files opened automatically.
+
+- You can expand the Scorecard panel to record your evaluation of the candidate based on their solution.
+
+
+
+Here is a quick video to get you started importing a pair programming project in HackerRank.
+
+
+
+
+
+
+
+
+
+## Viewing a candidate's solution in an Interview report
+
+- As an interviewer, go to "My Interviews" inside the Interview tab of your profile.
+
+- Access the record of the candidate whose report you want to view.
+
+- Click on the View Submission button to view the candidate's solution.
+
+
diff --git a/hackerrank/interviews/manage-interviews/2218911700-screening-inside-interviews.md b/hackerrank/interviews/manage-interviews/2218911700-screening-inside-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..07d7da2f1cf89ac0c4b7b725236f9d9c31b1b934
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/2218911700-screening-inside-interviews.md
@@ -0,0 +1,55 @@
+---
+title: "Import Questions from Screen Test Import questions at the start of the Interview Import questions during the Interview"
+title_slug: "import-questions-from-screen-test-import-questions-at-the-start-of-the-interview-import-questions-during-the-interview"
+source_url: "https://support.hackerrank.com/articles/2218911700-screening-inside-interviews"
+article_slug: "2218911700-screening-inside-interviews"
+last_updated_exact: "Sep 29, 2025, 1:02 AM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Import Questions from Screen Test Import questions at the start of the Interview Import questions during the Interview
+
+_Last updated: Sep 29, 2025, 1:02 AM (Last updated 7 months ago)_
+
+HackerRank Tests is a coding assessment framework that automates the screening of developers. With the **Tests** integration, interviewers can import a candidate’s screening test, including questions and submitted code, directly into an interview session.
+
+**Note:** To use this feature, you must enable **Show candidate timeline to the interviewer** when you create the interview.
+
+
+
+For more information, see [📄 Create an Interview](/articles/8404005945).
+
+# Import questions at the start of the Interview
+
+If a candidate has completed a test before the interview, a dialog box appears at the start of the interview session. The dialog box prompts the interviewer to import the test and displays the candidate’s overall score. Interviewers can also view the full test report within the interview interface.
+
+
+
+Once the test questions are imported into the interview, the candidate’s score for each question is displayed. Click on **Detailed Report** to view the candidate's test report inside the interview.
+
+
+
+This enables the interviewer to focus on questions the candidate did not perform well on and tailor the interview accordingly.
+
+# Import questions during the Interview
+
+You can import questions from the candidate’s test after the interview has started. To import a question:
+
+1. Click the **+** icon in the top navigation bar.
+
+2. In the left pane, select **Candidate’s Test**.
+
+3. Choose the questions you want to add from the candidate’s test.
+
+4. Click **Use**.
+
+ 
+
+The selected questions open in separate tabs, allowing you to evaluate them in real time with the candidate. Click **View Full Test Report** to open the candidate’s test report within the interview.
+
+
+
+\
diff --git a/hackerrank/interviews/manage-interviews/2342466364-rescheduling-an-interview.md b/hackerrank/interviews/manage-interviews/2342466364-rescheduling-an-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..9f316f7b843f151cbf9da6d4829edd19981ed629
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/2342466364-rescheduling-an-interview.md
@@ -0,0 +1,53 @@
+---
+title: "Reschedule an Interview Prerequisites Rescheduling an Interview"
+title_slug: "reschedule-an-interview-prerequisites-rescheduling-an-interview"
+source_url: "https://support.hackerrank.com/articles/2342466364-rescheduling-an-interview"
+article_slug: "2342466364-rescheduling-an-interview"
+last_updated_exact: "Sep 29, 2025, 12:28 AM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Reschedule an Interview Prerequisites Rescheduling an Interview
+
+_Last updated: Sep 29, 2025, 12:28 AM (Last updated 7 months ago)_
+
+You can reschedule an interview to a different time. When you reschedule, HackerRank automatically sends email notifications to the candidate and interviewers with the updated time.
+
+# Prerequisites
+
+You must have created and scheduled an interview that has not yet been conducted.
+
+# Rescheduling an Interview
+
+To reschedule an interview:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Interviews** \>**Interview List**. The page displays a list of all interviews you have created.
+
+3. Click the interview you want to reschedule. The I**nterview Details** panel appears.
+
+4. Click **Invite Participants**.
+
+ 
+
+5. Update the following fields:
+
+ 
+
+ - **Date:** Choose the new interview date.
+
+ - **Time:** Choose the new interview time.
+
+ - **Interview Duration** (Optional): Set the duration of the interview.
+
+ - **Time zone** (Optional)**:** Choose the time zone for the interview.
+
+ - **Email Notes** (Optional)**:** Enter additional details about the schedule change, if necessary. This field is visible only to the interviewer.
+
+6. Click **Save and Send Email**.
+
+All participants receive an email notification with the updated schedule.
diff --git a/hackerrank/interviews/manage-interviews/2837093779-standardizing-interviews-using-templates.md b/hackerrank/interviews/manage-interviews/2837093779-standardizing-interviews-using-templates.md
new file mode 100644
index 0000000000000000000000000000000000000000..e054ac1a6184adc12e316b4036198f61f779e1dd
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/2837093779-standardizing-interviews-using-templates.md
@@ -0,0 +1,191 @@
+---
+title: "Manage Interviews Templates Creating an interview template Sharing an interview template Removing user access from an interview template Renaming an interview template Deleting an interview template Frequently Asked Questions (FAQ)"
+title_slug: "manage-interviews-templates-creating-an-interview-template-sharing-an-interview-template-removing-user-access-from-an-interview-template-renaming-an-interview-template-deleting-an-interview-template-frequently-asked-questions-faq"
+source_url: "https://support.hackerrank.com/articles/2837093779-standardizing-interviews-using-templates"
+article_slug: "2837093779-standardizing-interviews-using-templates"
+last_updated_exact: "Dec 15, 2025, 12:45 PM"
+last_updated_relative: "Last updated 4 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Manage Interviews Templates Creating an interview template Sharing an interview template Removing user access from an interview template Renaming an interview template Deleting an interview template Frequently Asked Questions (FAQ)
+
+_Last updated: Dec 15, 2025, 12:45 PM (Last updated 4 months ago)_
+
+Interview templates help hiring managers and interviewers maintain consistency across interviews. A template ensures that every candidate for a specific role receives the same set of questions and is evaluated using the same criteria.
+
+# Creating an interview template
+
+To create an interview template:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to **Interviews** \> **Templates**.
+
+ 
+
+3. Click **Create Template** in the upper-right corner.
+
+ 
+
+4. Choose a role and enter a template name.
+
+ 
+
+5. Click **Create**.
+
+After you create the template, the **Questions** tab opens automatically.
+
+## Adding questions to an interview template
+
+To add questions to the template:
+
+1. In the **Questions** tab, click **Add question** to open the question library.
+
+ 
+
+2. Use the search bar or filters to quickly find the questions. For more information, see [Searching, sorting, and filtering questions](https://support.hackerrank.com/articles/5664166353-hackerrank-library-navigation#searching-sorting-and-filtering-questions-23).
+
+3. Click **+ Add** next to a question to add it to the template. The **Template Preview** panel displays all selected questions.
+
+ 
+
+ **Note:** To remove a question from the **Template Preview** panel, click the **Delete** icon.
+
+ 
+
+
+
+1. Select the **Back** icon to return to the **Questions** tab. The tab displays the full list of questions you have added to the template.
+
+ **Note:** To remove a question in the **Questions** tab, click the **Delete** icon in the **Action** column.
+
+## Setting a Scorecard for an interview template** **
+
+You can assign a scorecard to the template by selecting an existing scorecard or creating a new one.
+
+### Selecting an existing scorecard
+
+To select an existing scorecard:
+
+1. Open the **Scorecard** tab. A default scorecard appears.
+
+ 
+
+2. Select a scorecard from the drop-down list.
+
+You can modify any scorecard created by your company, and your changes apply everywhere that scorecard is used.
+
+- Select **Edit Scorecard** to modify it.
+
+- Select **Preview** to view how the scorecard appears during an interview.
+
+ 
+
+**Note:** You cannot edit the default HackerRank scorecard.
+
+### Creating a custom scorecard for the template
+
+To create a new scorecard for the template:
+
+1. Open the **Scorecard** tab.
+
+2. Click **Create a New Scorecard** from the drop-down list. For detailed steps, see [Creating a custom scorecard](https://support.hackerrank.com/articles/9842091173-interview-scorecards#creating-a-custom-scorecard-10).
+
+ 
+
+# Sharing an interview template
+
+You can share a template with all users, specific teams, or individual users.
+
+To share a template:
+
+1. Go to **Interviews** **\>** **Templates**.
+
+2. Click the more options menu (**⋮**) next to the template and select **Share**.
+
+ 
+
+3. In the **Share Interview Template** dialog box, enter a user or team name in the **Search users and teams** field.
+
+ 
+
+4. Choose a sharing role from the drop-down list:
+
+ 
+
+ - **Viewer**: Can view and use interview templates.
+
+ - **Editor**: Can view, use, and edit interview templates.
+
+
+
+1. Click **Save**.
+
+**Note:**
+
+- You can also open the template and click **Share** in the upper-right corner.
+
+ 
+
+
+
+- Template owners and company admins can change the owner or delete the template.
+
+# Removing user access from an interview template
+
+You can remove access for any user or team from an interview template.
+
+To remove access:
+
+1. Go to **Interviews \> Templates**.
+
+2. Click the **More options (⋮)** menu next to the template and select **Share**.
+
+3. In the **Share Interview Template** dialog box, select the user or team you want to remove.
+
+4. Select **Remove User** from the drop-down menu.
+
+ 
+
+5. Click **Confirm** in the confirmation dialog box.
+
+# Renaming an interview template
+
+To rename a template:
+
+1. Go to **Interviews** **\>** **Templates**.
+
+2. Select the template you want to rename.
+
+3. Select the edit icon next to the template name.
+
+ 
+
+4. Enter the new name and press **Enter**. A success message appears.
+
+# Deleting an interview template
+
+To delete a template:
+
+1. Go to **Interviews** **\>** **Templates**.
+
+2. Click the more options menu (**⋮**) next to the template and select **Delete**.
+
+ 
+
+3. Click **Delete** in the confirmation dialog.
+
+# Frequently Asked Questions (FAQ)
+
+**Who can share an interview template?**
+
+The owner, company admins, and any users or teams with editor access can share an interview template.
+
+**What happens when I transfer ownership?**
+
+When you transfer ownership to another user, the original owner becomes an editor and the new owner gains full control of the interview template.
+
+\
diff --git a/hackerrank/interviews/manage-interviews/3087722674-data-science-projects-in-hackerrank-interviews.md b/hackerrank/interviews/manage-interviews/3087722674-data-science-projects-in-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..5e550e4cc5943096720e5f0e436fd81393f6e2f9
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/3087722674-data-science-projects-in-hackerrank-interviews.md
@@ -0,0 +1,113 @@
+---
+title: "Data Science Projects in HackerRank Interviews"
+title_slug: "data-science-projects-in-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/3087722674-data-science-projects-in-hackerrank-interviews"
+article_slug: "3087722674-data-science-projects-in-hackerrank-interviews"
+last_updated_exact: "Jun 5, 2025, 1:13 PM"
+last_updated_relative: "Last updated 11 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Data Science Projects in HackerRank Interviews
+
+_Last updated: Jun 5, 2025, 1:13 PM (Last updated 11 months ago)_
+
+You can now import Data Science questions into the HackerRank interviews. With this feature, interviewers can assess candidates on skills during live interviews, view their code inside the Interview report, and rerun the same inside the IDE. This article will walk you through the steps to import Data Science project questions in HackerRank Interview.
+
+**Note:** For importing Front-end, Back-end, and Full-Stack in the HackerRank interview, click [here](https://support.hackerrank.com/hc/en-us/articles/4402962470419-Importing-Projects-in-HackerRank-Interview-New-experience).
+
+## Starting a Data Science Interview
+
+**Prerequisites**
+
+- You must have scheduled a HackerRank interview, either by Quick pad or Scheduled Interview. Refer to the article, [Methods to setup an Interview](https://support.hackerrank.com/hc/en-us/articles/115005942648-Methods-to-Set-up-Interviews), to know more. You can also see [here](https://support.hackerrank.com/hc/en-us/articles/115005852347) to understand how to schedule an Interview. \
+ \
+
+To start a Data Science interview session, click on the **Data Science**tile.
+
+
+
+\
+As of now, you can conduct the Data Science interviews using two methods:
+
+1. **Start from scratch**: This starts a new**Python**interview with a boilerplate code.
+
+2. **Importing Data Science Projects from** the library
+
+
+
+### Start from scratch
+
+- Select **Start from Scratch on** the next page.
+
+ 
+
+- This will launch the IDE with a basic code. You can further build on it based on your requirement.
+
+ 
+
+### Import Questions from Library
+
+- Click on the **Import Questions from Library** option.
+
+ 
+
+- This will open a list of data science questions. Select the desired question from the list and click on the **Use** button beside it to launch it into the interview screen.
+
+ 
+
+
+
+- Once the question is selected, it gets imported into the left-hand panel of the screen. You will see the IDE once it loads in the middle section of the screen.
+
+ 
+
+- Once the question is ready, you can [Invite](https://support.hackerrank.com/hc/en-us/articles/115007454547-Sharing-an-Interview) the candidate to join the Interview. Or admit the candidate who has already logged in to the interview. In any case, you will be prompted to admit the candidate to the interview once they log in. Click on “**Admit**” to allow the candidate to join the interview.
+
+ 
+
+### Import from Tests to Interview
+
+- You can also import Data Science questions from a previous CodeScreen test.
+
+- To import a question from the Candidates test, click on the plus (+) icon on the top.
+
+- On the landing page, hover your mouse on the left pane.
+
+- Here you can see the **Candidate’s Test** option. Here you can find the questions used in the candidate’s test. Click on **Use** to launch that question.
+
+ 
+
+- Once the IDE loads, you will be able to collaborate with the candidate in real time. You can identify the candidate's work by following the indicator.
+
+ 
+
+- You can also expand the Scorecard panel to evaluate the candidate based on their solution.
+
+ 
+
+## Candidate experience during the interview
+
+- Once the interviewer imports a Data Science question during an interview, the candidate can see the question and start solving it when the Jupyter Notebook IDE is loaded successfully.
+
+ 
+
+- The candidate can also see any input from the interviewer in the collaborative experience.
+
+## Reviewing Submissions in the Interview Report
+
+The HackerRank platform offers multiple ways to review and verify a candidate's final work when evaluating their submission.
+
+
+
+- **View code changes using the Git view:** By default, the candidate’s code appears in a repository-style view. Go to the **Compare** tab to view changes made during the interview or test. This displays a side-by-side comparison of the original and final versions of the code.
+
+- **Reopen the interview in Jupyter IDE mode:** To view the submission in JupyterLab IDE, reopen the interview and navigate to the relevant question. This allows you to view the final notebook in the same interactive format used by the candidate.
+
+- **Download the candidate’s submission:** To review the submission offline or in your local environment, click **Download ZIP**. This downloads a copy of the candidate’s final code, including any associated files or notebooks.
+
+These options provide full visibility into the candidate’s coding process and final output, even when the changes are too large to display in the default view.
+
+\
diff --git a/hackerrank/interviews/manage-interviews/4634293009-code-review-questions-in-interviews.md b/hackerrank/interviews/manage-interviews/4634293009-code-review-questions-in-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..d23d3b4b4aac6df65e8df855a77b2b94a32c13d8
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/4634293009-code-review-questions-in-interviews.md
@@ -0,0 +1,127 @@
+---
+title: "Code Review Questions in Interviews"
+title_slug: "code-review-questions-in-interviews"
+source_url: "https://support.hackerrank.com/articles/4634293009-code-review-questions-in-interviews"
+article_slug: "4634293009-code-review-questions-in-interviews"
+last_updated_exact: "Dec 13, 2024, 5:00 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Code Review Questions in Interviews
+
+_Last updated: Dec 13, 2024, 5:00 AM (Last updated 1 year ago)_
+
+## Overview
+
+Interviewers can now use Code Review questions in Interviews to assess candidates on their coding skills. In Code Review questions, Interviewers can share code written by someone else and ask the candidates to provide suggestions and comments to improve the code.
+
+In the Code Review questions:
+
+- Candidates and Interviewers will both be able to add comments to specific lines of the code
+
+- Comments can be written with Markdown support for rich text (bold, italics, code snippet, and so on.)
+
+- "Grading Rubrics" can be added to help the Interviewers to view information regarding the code. They can refer to this information to assess the candidate
+
+For information about how to create a Dode Review question, see [Creating a Code Review Question.](https://support.hackerrank.com/hc/en-us/articles/360053848873-Creating-a-Code-Review-Question)
+
+## Code Review Question User Interface
+
+The user interface of a Code Review question is intuitive, allowing you to add comments to the code, add Grading Rubrics, compare the code, and so on.
+
+This gif file helps you to understand a Code Review question.
+
+
+
+## Using Code Review Questions in Interviews
+
+You can use the existing Code Review questions in the HackerRank Library or the My Company library. You can also import these questions while conducting the Interview.
+
+### Importing a Code Review Question in Interviews
+
+1. Once you have created an Interview, you can use a Code Review question from the **Question Library** on the landing page.
+
+ 
+
+2. Select **the Code Review** option from the **Type** drop-down.
+
+ 
+
+3. Select an appropriate question by clicking **Use**.
+
+4. The Code Review question is imported into the Interview.
+
+### Interviewer Experience
+
+1. Once you use the Code Review question, you will be able to see the code.
+
+ 
+
+2. The question is launched in the default Split view. You can change the view from **Split** to **Unified** View from the drop-down.
+
+ 
+
+3. The Unified view facilitates users to view the code in the same view. In Split view, you will be able to see the comparison (diff) of the files.
+
+ 
+
+### Adding Comments
+
+An interviewer can add instructional, informative, or general comments to the code. These comments are used to prompt the candidates for improvement in code or anything to assess the candidate on.
+
+To add comments:
+
+1. Hover over any line and click on the **+ **icon.
+
+ 
+
+2. A comment section is available, allowing you to input your comments. Utilize the menu options to format and align your comments as needed. You can also see a preview of the comment by clicking **Preview**.
+
+3. After you add the comment, click **Add**.
+
+ 
+
+4. The comment gets added.
+
+ 
+
+5. If you want to start another thread for the same line of code, click **Start another thread**. Another thread gets started.
+
+6. Similarly you can add comments for the other lines of code.
+
+7. Grading Rubrics are added to provide context to an Interviewer. These rubrics are added during the creation of the [Code Review Question.](https://support.hackerrank.com/hc/en-us/articles/360053848873-Creating-a-Code-Review-Question) Grading rubrics are visible only to the Interviewers and not to the Candidates.
+
+ 
+
+#### **Hiding Comments**
+
+1. You can hide your comments by enabling the **Hide Comments** toggle. This will minimize all the comment threads made in the session.
+
+ 
+
+2. The code line shows a small arrow, when the comments are hidden. Clicking this will open the thread of comments made over that line.
+
+ 
+
+## Candidate Experience
+
+When a candidate is given a Code Review question, the view is similar to the Interviewer experience, except that the Grading Rubric is not visible. Candidates can add comments, start threads and change the view from Split to Unified as well.
+
+
+
+## Viewing Candidates Reports
+
+After the interview ends, Interviewers will be taken to the interview report page.
+
+1. Click **Continue** to report.
+
+2. On the report page, you can review all the content from the interview, along with comments and the grading rubric.
+
+ 
+
+
+
+###
diff --git a/hackerrank/interviews/manage-interviews/5520105382-deleting-interview-questions.md b/hackerrank/interviews/manage-interviews/5520105382-deleting-interview-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..7109f2befaeb1c0089685a9b323f4e3d9edb82bf
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/5520105382-deleting-interview-questions.md
@@ -0,0 +1,45 @@
+---
+title: "Deleting Interview Questions"
+title_slug: "deleting-interview-questions"
+source_url: "https://support.hackerrank.com/articles/5520105382-deleting-interview-questions"
+article_slug: "5520105382-deleting-interview-questions"
+last_updated_exact: "Dec 13, 2024, 5:10 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Deleting Interview Questions
+
+_Last updated: Dec 13, 2024, 5:10 AM (Last updated 1 year ago)_
+
+## Overview
+
+During your HackerRank interview, you can delete the Interview questions by closing the relevant question tabs which are no longer required. This article will walk you through the steps in deleting an interview question.
+
+## Steps to Delete Interview Questions
+
+**Prerequisites**
+
+- You must be logged in to the Interview.
+
+- You must have created the questions in the library.
+
+- You must have added a question to the interview that you want to delete.
+
+**Steps**
+
+1. Click on the **Vertical Ellipsis** icon for the question you want to delete on the **Interview** home page.
+
+2. Click on the **Close **option.
+
+ 
+
+*Removing a question that is no longer required*
+
+1. You will be prompted to confirm your decision. Click on the **Yes **button, to confirm the deletion of the question that is no longer required.
+
+ 
+
+*Confirmation message*
diff --git a/hackerrank/interviews/manage-interviews/5936478208-audio-or-video-device-selection-during-interview.md b/hackerrank/interviews/manage-interviews/5936478208-audio-or-video-device-selection-during-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..1632a17c14afa32b8ab13ffa24599e4258aa0470
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/5936478208-audio-or-video-device-selection-during-interview.md
@@ -0,0 +1,41 @@
+---
+title: "Audio or Video Device Selection During Interview"
+title_slug: "audio-or-video-device-selection-during-interview"
+source_url: "https://support.hackerrank.com/articles/5936478208-audio-or-video-device-selection-during-interview"
+article_slug: "5936478208-audio-or-video-device-selection-during-interview"
+last_updated_exact: "Dec 15, 2024, 10:54 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Audio or Video Device Selection During Interview
+
+_Last updated: Dec 15, 2024, 10:54 AM (Last updated 1 year ago)_
+
+## Selecting Audio or Video Device During an Interview
+
+#### Prerequisites
+
+- The interviewer and the candidate must ensure that browser or system permissions are granted to use the microphone and/or webcam during the interview.
+
+#### Steps
+
+- When you start a call during the interview, a pop-up window will appear, prompting you to select devices for your webcam, microphone, and speakers.
+
+- A drop-down menu will list the available devices on your computer. From the available devices, select the preferred webcam, microphone, or speakers.
+
+
+
+
+
+
+
+- Click the expand icon in the call window to enlarge the video view for better visibility.
+
+
+
+- If you encounter any issues with your selected device during the interview, you can quickly switch to a different device using the Audio/Video option in the interview settings.
+
+
+
+- The compressed version of the call window is a floating window, which you can move around during the interview to ensure it doesn't obstruct your view while the candidate is coding.
+
+\
diff --git a/hackerrank/interviews/manage-interviews/6488043690-canceling-an-interview.md b/hackerrank/interviews/manage-interviews/6488043690-canceling-an-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..61db379e27d802f00f49de0d681572448df2eee5
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/6488043690-canceling-an-interview.md
@@ -0,0 +1,43 @@
+---
+title: "Delete an Interview Prerequisites Deleting an Interview"
+title_slug: "delete-an-interview-prerequisites-deleting-an-interview"
+source_url: "https://support.hackerrank.com/articles/6488043690-canceling-an-interview"
+article_slug: "6488043690-canceling-an-interview"
+last_updated_exact: "Sep 29, 2025, 12:28 AM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Delete an Interview Prerequisites Deleting an Interview
+
+_Last updated: Sep 29, 2025, 12:28 AM (Last updated 7 months ago)_
+
+You can delete a scheduled HackerRank Interview at any time. When you delete an interview, HackerRank automatically sends email notifications to the candidate and all interviewers.
+
+# Prerequisites
+
+You must have already created and scheduled an interview.
+
+# Deleting an Interview
+
+To delete a scheduled interview:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Interviews** \> **Interview List**. The page displays a list of all interviews you have created.
+
+3. Click the more options menu (**⋮**) next to the interview you want to delete.
+
+4. Click **Delete Interview**.
+
+ 
+
+ A confirmation message appears.
+
+ 
+
+5. Click **Delete** to confirm.
+
+\
diff --git a/hackerrank/interviews/manage-interviews/6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-.md b/hackerrank/interviews/manage-interviews/6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-.md
new file mode 100644
index 0000000000000000000000000000000000000000..9dbc97050fb205589ba1a7d521ffc401abf0aec5
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-.md
@@ -0,0 +1,53 @@
+---
+title: "REPL [ Read — Eval — Print — Loop]"
+title_slug: "repl-read-eval-print-loop"
+source_url: "https://support.hackerrank.com/articles/6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-"
+article_slug: "6745090586-repl-%5B-read%E2%80%8A%E2%80%94%E2%80%8Aeval%E2%80%8A%E2%80%94%E2%80%8Aprint%E2%80%8A%E2%80%94%E2%80%8Aloop%5D-"
+last_updated_exact: "Dec 13, 2024, 5:14 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# REPL [ Read — Eval — Print — Loop]
+
+_Last updated: Dec 13, 2024, 5:14 AM (Last updated 1 year ago)_
+
+REPL is an “interactive” environment that helps debug and evaluate blocks of code by executing them in realtime.
+
+To understand what REPL is, let's see how a programmer codes without REPL or any other debugging tools.
+
+
+
+Here, the programmer keeps modifying the code and repeats the entire process until they arrive at the final working code.
+
+Now with REPL, this is how it looks.
+
+
+
+Here, the programmer keeps trying out blocks of code to verify its correctness and goes ahead and writes the working code every time.
+
+Using REPL, programmers save a lot of time by running and debugging blocks of code which is much better than running an entire program and verifying its correctness. During the coding process, the read–eval–print loop involves the programmer more frequently than the classic edit-compile-run-debug cycle.
+
+To know how REPL works, take a look at how a Python programmer uses REPL to write a program to add 2 numbers.
+
+
+
+As you can see, the programmer tries running the **add2Numbers(a,b)** function with multiple cases to ensure correctness.
+
+Read Eval Print Loop, as its name suggests supports the following:
+
+- **Read — Read user input in realtime**
+
+- **Eval — Evaluate blocks of code**
+
+- **Print — Prints result to the user**
+
+- **Loop — Repeat code using loops**
+
+Since REPL loads the functions and variables into memory, it also supports autocompleting the function using \
+
+
+
+
+
+- Select Angular or React frameworks to start an interview based on that framework.
+
+ 
+
+- The screen navigates to display three options to start a Front-end interview.
+
+ 
+
+- Select one of these three options:
+
+ - [Start from Scratch](#h_01GPBAJ1CZ5WNQ692M0AQNAMP2)
+
+ - [Import Questions from Library](#h_01GPBAJBCBDR2TTYH7B54F0EXJ)
+
+ - [Import your own Project](#h_01GPBAJNE44PTPG04GFM17PFQ1)
+
+### Start from Scratch
+
+HackerRank Interviews provides a simple project for you as a starting point in this option. You can modify the project before or during the interview to suit your needs.\
+Experience the new containerless VS Code IDE results in a faster loading and stable IDE that works with seamless unstable network connections. Developers can have faster and more accurate autocomplete when coding.
+
+
+
+### Enhanced IDE Features
+
+- **Built-In Real-time Preview**
+
+ - The IDE opens with a built-in preview window on the right pane. Any changes made by you or the candidate can be seen on the **Preview** tab.
+
+ 
+
+ - As the IDE is containerless, you can view the preview in a browser. Click the browser icon
+
+ 
+
+ to view the preview in a browser.\
+ \
+
+ - You can also select a responsive view (tablet, mobile, desktop, and so on) for the preview. Click the icon
+
+ 
+
+ to view the responsive view.
+
+ 
+
+- **Test Execution**
+
+ - You can run the test cases by clicking the **Test** tab. Click the **Run Tests** option. The output is displayed.
+
+ 
+
+- **Built-in Dev Tools **
+
+ - The Dev Tools are available in the lower part of the Preview pane. You can click on the **Dev Tools** option for the respective framework and launch the console.
+
+ - The console works as a collaborative tool. The interviewer and the candidate can see their changes in real time.
+
+ 
+
+- **Dependency Manager**
+
+ - On the left pane of the IDE, you can find the **Dependencies** search bar by clicking the cube icon.
+
+ 
+
+ You can search for your desired dependencies and add them by clicking on **add.** Dependencies added are updated in the *package.json* file.
+
+- **External CSS and Javascript Support**
+
+ - The External Resources is present on the left pane. Enter the URL of the external CSS and JavaScript resources in the External Resources address to format and style the UI.
+
+ 
+
+
+
+- **Other UI Enhancements**
+
+You can view the other enhancements in the UI that are based on the VS Code Editor in the following clip.
+
+
+
+### Import From Question Library
+
+This option takes you to the Library section in the Interviews. Here you can select a question from HackerRank Library or a question created by your company inside HackerRank Library.
+
+
+
+Click **Use** to launch the question along with the IDE. The IDE launches.\
+\
+
+
+
+### Import Your Project
+
+This option allows you to select your own starter code for interviews by uploading your own project zip file or adding it from a public Git URL. Save the project with an appropriate name to retrieve it in the subsequent interviews. After you import, the projects load in HackerRank’s Projects IDE.
+
+
+
+**Note:** The maximum file size allowed for the project is 5MB. This flow does not get the new IDE features. This flow is currently in beta.\
+\
+
+
+
+Once you have uploaded a project, you can find it in the **Recently Used** section on the landing page whenever you start a new interview.
diff --git a/hackerrank/interviews/manage-interviews/8016598860-using-templates-in-interviews.md b/hackerrank/interviews/manage-interviews/8016598860-using-templates-in-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..beea395bc7c9ac7b667c54662f74bb4eb7da36b1
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/8016598860-using-templates-in-interviews.md
@@ -0,0 +1,111 @@
+---
+title: "Use Templates in Interviews Opening a template during an interview Manage templates during an interview"
+title_slug: "use-templates-in-interviews-opening-a-template-during-an-interview-manage-templates-during-an-interview"
+source_url: "https://support.hackerrank.com/articles/8016598860-using-templates-in-interviews"
+article_slug: "8016598860-using-templates-in-interviews"
+last_updated_exact: "Dec 15, 2025, 2:57 PM"
+last_updated_relative: "Last updated 4 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Use Templates in Interviews Opening a template during an interview Manage templates during an interview
+
+_Last updated: Dec 15, 2025, 2:57 PM (Last updated 4 months ago)_
+
+You can use and manage templates during an interview.
+
+**Note:** If you selected a template when creating the interview, it loads automatically when the interview opens. If you did not select a template, the default interview screen appears. For more information, see [📄 Create an Interview](/articles/8404005945).
+
+# Opening a template during an interview
+
+To open a template during an Interview:
+
+1. Open the interview and go to the **Templates** section in the left pane.
+
+ 
+
+2. Select the template you want to use. Each template displays its associated questions.
+
+3. Add questions to the interview by doing one of the following:
+
+ - Select **Use All** to add every question in the template. You can use this option only for templates that contain five or fewer questions.
+
+ - Select **Use** for the specific question to add only that question.
+
+# Manage templates during an interview
+
+You can update templates directly from the interview interface.
+
+## Add questions to a template
+
+You can update templates during an interview by adding new questions from the Question Library.
+
+To add a question to a template:
+
+1. Open the **Question Library** from the Interview start page, or select **Questions** in the left pane.
+
+ 
+
+
+
+1. Select a question and click the **(+)** icon.
+
+2. Select the checkbox for the template you want to update. The question is added to the selected template.
+
+ 
+
+**Note:** You can also select **Create new template** to create a new template from the interview interface. Enter a template name and choose a role. After you create the template, add the question to it using the same **(+)** icon workflow.
+
+## Renaming a template
+
+To rename a template during an interview:
+
+1. Open the interview and go to the **Templates** section in the left pane.
+
+2. Select the template you want to rename.
+
+3. Select the edit icon next to the template name.
+
+ 
+
+4. Enter the new name and click the checkmark icon to save it. A success message appears.
+
+ 
+
+## Removing a question from a template
+
+To remove a question from template during an interview:
+
+1. Open the interview and go to the **Templates** section in the left pane.
+
+2. Select the template you want to update.
+
+3. Select the **(-)** icon for the question you want to remove.
+
+ 
+
+## Deleting a template
+
+To delete a template during an interview:
+
+1. Open the interview and go to the **Templates** section in the left pane.
+
+2. Select the template you want to delete.
+
+3. Click the **More options** menu (**⋮**) in the upper-right corner and select **Delete Template**.
+
+ 
+
+
+
+1. Click **Delete** in the confirmation dialog.
+
+ 
+
+Note: For more information about managing templates, see [📄 Manage Interviews Templates](/articles/2837093779)
+
+\
+
+\
diff --git a/hackerrank/interviews/manage-interviews/8182862423-devops-questions-in-hackerrank-interviews.md b/hackerrank/interviews/manage-interviews/8182862423-devops-questions-in-hackerrank-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..150d9317d732b6a19ff515f6045ab896a29bd2c0
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/8182862423-devops-questions-in-hackerrank-interviews.md
@@ -0,0 +1,59 @@
+---
+title: "DevOps Questions in HackerRank Interviews"
+title_slug: "devops-questions-in-hackerrank-interviews"
+source_url: "https://support.hackerrank.com/articles/8182862423-devops-questions-in-hackerrank-interviews"
+article_slug: "8182862423-devops-questions-in-hackerrank-interviews"
+last_updated_exact: "Dec 13, 2024, 5:02 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# DevOps Questions in HackerRank Interviews
+
+_Last updated: Dec 13, 2024, 5:02 AM (Last updated 1 year ago)_
+
+HackerRank Interviews allows you to use DevOps questions to evaluate a candidate's Linux skills during live interviews. This article explains importing and utilizing DevOps questions within the HackerRank Interviews platform.
+
+## Steps to Use DevOps Questions in Interviews
+
+- Click the **DevOps** tile on the interview landing page to import a DevOps question.
+
+
+
+
+
+
+
+- **Start from Scratch**: During the interview, use a bare shell terminal on an Ubuntu 18 server to install tools and perform various tasks.
+
+ 
+
+- **Import Question from Library**: Navigate to the **Library** to select and use pre-configured DevOps questions.
+
+ 
+
+- **Use Custom Questions**: You can also choose from your pool of DevOps questions created or shared by your teams by using the **My Company** filter.
+
+ 
+
+**Monitoring the Interview**
+
+- You can [observe the candidate's real-time progress](https://support.hackerrank.com/hc/en-us/articles/6970777755795-Observation-Mode-in-Interviews) by viewing their actions in the terminal.
+
+- The interviewer also has access to the same terminal, enabling them to assist the candidate or modify the task if necessary.
+
+### Notes
+
+- **System Requirements**: HackerRank Interviews supports Ubuntu 18. We do not support older operating systems such as Ubuntu 14 or RHEL 7.
+
+- **Post-Interview Actions**: View the session recording in the [Interview Reports](https://support.hackerrank.com/hc/en-us/articles/115007328727-Viewing-Interview-Reports) section after the interview. Use this report to take notes and provide feedback using the scorecard.
+
+### Additional Resources
+
+- [Introduction to HackerRank Interviews](https://support.hackerrank.com/hc/en-us/articles/115007439768-Introduction-to-HackerRank-Interviews)
+
+- [Adding Questions to an Interview](https://support.hackerrank.com/hc/en-us/articles/115007505708-Adding-Questions-to-Interviews)** **
+
+- [Creating a DevOps Question](https://support.hackerrank.com/hc/en-us/articles/115006691787-Creating-a-DevOps-Question)
+
+- [HackerRank Library Navigation](https://support.hackerrank.com/hc/en-us/articles/360010936814-HackerRank-Library-Navigation)
+
+\
diff --git a/hackerrank/interviews/manage-interviews/8239997164-replacing-interview-questions.md b/hackerrank/interviews/manage-interviews/8239997164-replacing-interview-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..cf04ad12f0ccc8e834d07cacefbabca82a73b304
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/8239997164-replacing-interview-questions.md
@@ -0,0 +1,47 @@
+---
+title: "Replacing Interview Questions"
+title_slug: "replacing-interview-questions"
+source_url: "https://support.hackerrank.com/articles/8239997164-replacing-interview-questions"
+article_slug: "8239997164-replacing-interview-questions"
+last_updated_exact: "Dec 13, 2024, 5:09 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Replacing Interview Questions
+
+_Last updated: Dec 13, 2024, 5:09 AM (Last updated 1 year ago)_
+
+HackerRank interviews allow you to exchange an existing question during an interview. Please follow the below steps to learn how to do it.
+
+#### Prerequisites
+
+- You must have added a question to the interview that you want to replace.
+
+#### Steps
+
+- Select the question tab for which you want to change the question on the Interview home page.
+
+- Click on the Edit icon located in the Task Description ribbon. You will be taken to the **Question Library.**
+
+
+
+*Accessing the HackerRank library to choose an alternate question*
+
+- Select the question you want and click on the **Use** button in the displayed window to add the required question to the interview.
+
+
+
+- The question you have selected will replace the existing question in your interview.
+
+- You can use the library options to browse through different questions to find the desired question.
+
+- You can also select the questions from the **Templates** section. Click on the Templates option to access it. You can add the question by following the same process above**.**
+
+
+
+** **
+
+**Tip**: You can search the questions by relevant tag names or question names in the relevant search windows.
diff --git a/hackerrank/interviews/manage-interviews/8398508792-export-interview-list.md b/hackerrank/interviews/manage-interviews/8398508792-export-interview-list.md
new file mode 100644
index 0000000000000000000000000000000000000000..f0748e9dbbd70e44dbd99ec7c06c8202ab80b0b2
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/8398508792-export-interview-list.md
@@ -0,0 +1,43 @@
+---
+title: "Export Interview List Prerequisite Exporting interview list"
+title_slug: "export-interview-list-prerequisite-exporting-interview-list"
+source_url: "https://support.hackerrank.com/articles/8398508792-export-interview-list"
+article_slug: "8398508792-export-interview-list"
+last_updated_exact: "Apr 22, 2026, 10:17 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Export Interview List Prerequisite Exporting interview list
+
+_Last updated: Apr 22, 2026, 10:17 AM (Last updated 4 days ago)_
+
+You can download the interview list as a `.csv` file to view, share, or analyze interview data offline.
+
+# Prerequisite
+
+You have created at least one interview. For more information, see [📄 Create an Interview](/articles/8404005945).
+
+# Exporting interview list
+
+To export the interview list:
+
+1. Log in to your HackerRank for Work account using your credentials.
+
+2. Go to **Interviews** \> **Interview List**.
+
+3. (Optional) Use the search bar or filters to find specific interviews. For more information, see [Search and filter interviews](https://support.hackerrank.com/articles/8404005945-creating-an-interview#search-and-filter-interviews).
+
+4. Click the export icon.
+
+ 
+
+ The platform downloads the interview list as a `.csv` file, and a success message appears.
+
+**Note:** If the download does not start automatically, click **Click here** in the **Download Interviews List** dialog box to download the file.
+
+
+
+\
diff --git a/hackerrank/interviews/manage-interviews/8404005945-creating-an-interview.md b/hackerrank/interviews/manage-interviews/8404005945-creating-an-interview.md
new file mode 100644
index 0000000000000000000000000000000000000000..89116bd32655df378e74091609e94d2cc639198c
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/8404005945-creating-an-interview.md
@@ -0,0 +1,179 @@
+---
+title: "Create an Interview Starting an interview immediately Scheduling an interview Search and filter Interviews Join as an Interviewer Candidate experience"
+title_slug: "create-an-interview-starting-an-interview-immediately-scheduling-an-interview-search-and-filter-interviews-join-as-an-interviewer-candidate-experience"
+source_url: "https://support.hackerrank.com/articles/8404005945-creating-an-interview"
+article_slug: "8404005945-creating-an-interview"
+last_updated_exact: "Apr 22, 2026, 2:58 PM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# Create an Interview Starting an interview immediately Scheduling an interview Search and filter Interviews Join as an Interviewer Candidate experience
+
+_Last updated: Apr 22, 2026, 2:58 PM (Last updated 4 days ago)_
+
+As a recruiter, you can schedule an interview between candidates and interviewers. You can start an interview immediately or schedule an interview at a convenient time.
+
+# Starting an interview immediately
+
+to start an interview immediately:
+
+1. Log in to your HackerRank for Work account using your credentials.
+
+2. Go to **Interviews** \> **Interview List**.
+
+3. Click **New**.
+
+ 
+
+ The system opens the interview interface.
+
+4. Click **Invite.**
+
+5. Copy the interview link and share it with the candidate.
+
+ 
+
+ The candidate can use the link to join the interview immediately.
+
+ \
+
+ **Note:** You can also generate a new interview link by selecting the dropdown next to **New**, then selecting **Generate link**. The system copies the link to your clipboard.
+
+ 
+
+# Scheduling an interview
+
+To schedule an interview:
+
+1. Log in to your HackerRank for Work account using your credentials.
+
+2. Go to **Interviews** \> **Interview List**.
+
+3. Click the drop-down next to **New** and select **Schedule for later**.
+
+ 
+
+4. In the **Interview Details** panel:
+
+ 
+
+ - (Optional) Update the **Interview Title**.
+
+ - Add **Interviewer(s)** and **Candidate email address**.
+
+ **Note:** You can use the **Interviewer(s)** field to invite new interviewers to a scheduled or ongoing interview later.
+
+ - (Optional) Click **View More** to expand additional fields.
+
+ - Provide the candidate’s **Name and Phone Number.**
+
+ - Attach the **Candidate's Resume.**
+
+ **Note:**
+
+ - To view the candidate’s resume, open the attached file.
+
+ - To delete the resume, select **✕** icon next to the file.
+
+ - (Optional) Select an **Interview Template**.
+
+ 
+
+ The template adds predefined questions and a scorecard to the interview. For more information, see [📄 Standardizing Interviews Using Templates](/articles/2837093779).
+
+ **Note:**
+
+ - If you do not select a template, select an **Interview Scorecard**. If you do not select a scorecard, HackerRank uses the default scorecard.
+
+ - When you log in as an interviewer, the selected template will appear on the **Interview** screen.
+
+ - (Optional) Click **More Details**.
+
+ - Add **Interview** **Tags** and select **Interview Roles**.
+
+ **Note:** If you schedule the interview for a candidate who has already taken tests, the Role field will auto-populate with the role for which the candidate attempted the tests.
+
+ - Enable the **Show candidate timeline to the interviewer** toggle to allow interviewers to access the candidate's report from previous x interviews
+
+ **Note:** Click **Save Without Inviting** to save the Interview details and invite candidates later.
+
+5. Click **Invite Participants** to schedule an Interview.
+
+ 
+
+ - Select the interview date, time, duration, and time zone.
+
+ - (Optional) Add email notes. Only the interviewer can view these notes.
+
+6. Click **Save and Send Email** to send the invitations.
+
+HackerRank sends email notifications to candidates and interviewers. The notifications include the date, time, and a link to join the interview.
+
+**Note:** The email includes a sample interview link for Coding, Whiteboard, and Code Repository questions to help candidates become familiar with the platform before the interview.
+
+
+
+# Search and filter Interviews
+
+To search and filter Interviews:
+
+1. Go to **Interviews** **\> Interview List**. The page displays a list of all interviews you have created.
+
+2. Use the search bar or filters to find specific interviews.
+
+ - **Search options:** Enter a candidate email address, interview title, or associated tags.
+
+ 
+
+ - **Filter options:**
+
+ - **Show**:
+
+ 
+
+ - **My Interviews**: Displays interviews you created or participated in.
+
+ - **All Interviews**: Displays your interviews and interviews shared with you by your teammates.
+
+ - **Created in:** Select a time range from the dropdown to filter interviews by creation date.
+
+ 
+
+ - **Status:** Select **Ready Interviews** or **Finished Interviews** to filter interviews by status.
+
+ 
+
+# Join as an Interviewer
+
+Click the interview link or click **Start** next to the interview to open the interview platform.
+
+
+
+**Note**:
+
+- A maximum of four interviewers can join the same interview session at a time.
+
+- If you are not logged in to HackerRank for Work, the login page appears. Log in with your HackerRank for Work credentials.
+
+
+
+The platform checks your system compatibility. On the setup screen, review any detected issues and select **See Fix** to resolve them.
+
+
+
+After setup, when the candidate enters the interview lobby, you hear a notification sound. Select **Admit** to allow the candidate into the interview.
+
+
+
+# Candidate experience
+
+When candidates join an interview, HackerRank guides them through the same setup process as interviewers. The setup verifies their system compatibility.
+
+After setup, the candidate enters the interview lobby.
+
+
+
+\
diff --git a/hackerrank/interviews/manage-interviews/o-console-inside-the-interviews.md b/hackerrank/interviews/manage-interviews/o-console-inside-the-interviews.md
new file mode 100644
index 0000000000000000000000000000000000000000..e1a987c78bdfc84bc3c4cd21f2825ba83ea55e9a
--- /dev/null
+++ b/hackerrank/interviews/manage-interviews/o-console-inside-the-interviews.md
@@ -0,0 +1,67 @@
+---
+title: "I/o Console Inside the Interviews"
+title_slug: "io-console-inside-the-interviews"
+source_url: "https://support.hackerrank.com/articles/8584583879-i/o-console-inside-the-interviews"
+article_slug: "o-console-inside-the-interviews"
+last_updated_exact: "Dec 24, 2024, 7:25 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Interviews"
+ - "Manage Interviews"
+---
+
+# I/o Console Inside the Interviews
+
+_Last updated: Dec 24, 2024, 7:25 AM (Last updated 1 year ago)_
+
+## Overview
+
+The I/O Console is where users assess their code by running it against the custom input and checking its output. The I/O Console also helps the users to check the result of the test cases provided in a question.
+
+The interviews platform provides a split view interface that lets the users see the code editor and I/O Console side by side, utilizing the maximum available screen. This enables the users to see the maximum portion of their lines while checking its result.
+
+## Accessing the I/O Console
+
+- The I/O console in an interview is closed by default. To access the I/O Console, you can go to the right pane of the interview screen and click on the I/O button.
+
+- This will split your screen into two parts where you can see your code and the I/O Console side by side.
+
+ 
+
+### Using Custom Input
+
+- On the top of the I/O Console, you can see three tabs **Input/Output, Test Cases,** and **Console.** Selecting the **Input/Output** tab here, you can enter your input on the Input space and click on the **Run Code** button at the bottom of the screen to check your code against the custom input.
+
+- In case of a successful compilation, the result will be displayed in the **Your Output** space.
+
+ 
+
+- If you want to stop the Run Code process, you can click on the **Abort** button that appears once you click on the Run Code.
+
+ 
+
+### Running the Test Cases
+
+- In case of a successful compilation of the custom input, you will see a message on the top of the tab that says, “**Compilation successful. You can now Run the Tests”** this clickable notation will run your test cases and take you to the Test Cases tab where you can access the results.
+
+ 
+
+- You can also click on the Test Cases tab at the top of the console to access the test cases directly. You must click on the Run Tests at the bottom of the page to run your test cases.
+
+- Once you run your test cases by either method, you will see the result at the top of the Test Cases tab.
+
+- The interface shows the status of the test cases and the number of Test Cases passed.
+
+- You can select your desired test case from the Testcase drop-down.
+
+- Input, output, and expected output will be displayed for the selected test case.
+
+ 
+
+- Hidden test cases (the ones with the lock icon) are not visible to the candidate.
+
+You can also expand and collapse these fields, as shown in the below graphic.
+
+
+
+\
diff --git a/hackerrank/interviews/scoring-and-reports/5847159594-scorecard-assist-for-coding-question.md b/hackerrank/interviews/scoring-and-reports/5847159594-scorecard-assist-for-coding-question.md
new file mode 100644
index 0000000000000000000000000000000000000000..0ae8c1c550e9762d9f72e8037cf981ed90bd4014
--- /dev/null
+++ b/hackerrank/interviews/scoring-and-reports/5847159594-scorecard-assist-for-coding-question.md
@@ -0,0 +1,155 @@
+---
+title: "Scorecard Assist"
+title_slug: "scorecard-assist"
+source_url: "https://support.hackerrank.com/articles/5847159594-scorecard-assist-for-coding-question"
+article_slug: "5847159594-scorecard-assist-for-coding-question"
+last_updated_exact: "Jan 28, 2026, 11:07 AM"
+last_updated_relative: "Last updated 3 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Scoring and Reports"
+---
+
+# Scorecard Assist
+
+_Last updated: Jan 28, 2026, 11:07 AM (Last updated 3 months ago)_
+
+This feature is part of the AI Add-on. For more information, see [📄 HackerRank AI Add-on](/articles/5847651809).
+
+Scorecard Assist uses AI to automatically generate a scorecard after each interview. It extracts insights from:
+
+- Interview transcription
+
+- Code replay
+
+- Test case runs
+
+- Interviewer notes
+
+Transcriptions play a key role in powering Scorecard Assist. The scorecard appears in the interview report.
+
+Interviewers often find it tedious to fill out scorecards, and talent partners frequently need to follow up to get them done. Scorecard Assist streamlines this process, allowing interviewers to fill out scorecards faster and with less effort. It also speeds up hiring decisions and improves the candidate experience by enabling faster feedback.
+
+**Note:** The Scorecard Assist currently supports the following question types:
+
+- Coding
+
+- Whiteboard
+
+- Projects
+
+ - Frontend
+
+ - Backend
+
+ - Full-Stack
+
+ - Mobile
+
+- Code Repository
+
+## Enable Scorecard Assist
+
+To enable Scorecard Assist:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to **Settings**.
+
+3. Select **Interview Settings** from the left panel under the **Company** section.
+
+4. In the **Scorecard Assist** section, select the **Enable Scorecard Assist** checkbox.\
+ \
+
+ 
+
+5. Click **Save**.
+
+**Note:** Enabling Scorecard Assist also turns on transcription automatically.
+
+## Reports
+
+Each interview report includes:
+
+- **Full transcript of the session:**
+
+ 
+
+ - You can search the transcript by keyword (for example, optimal).
+
+ - You can download it for future reference.
+
+- **Scorecard Assist:** The system pre-fills the scorecard with AI-generated suggestions based on:
+
+ - Interview transcript
+
+ - Code replay (if applicable)
+
+ - Test case runs (if applicable)
+
+ - Interviewer notes
+
+### Using Scorecard Assist
+
+You can complete scorecards in two ways:
+
+
+
+- **Per comment box**
+
+ - View suggestions for each comment box individually.
+
+ - Accept, reject, or edit the content as needed.
+
+- **Autofill entire scorecard**
+
+ - Preview all suggested comments across the scorecard at once.
+
+ - Accept or reject suggestions in bulk.
+
+All suggestions are editable, giving interviewers flexibility to add their own notes before submitting the scorecard.
+
+### Post-Interview workflow
+
+The system sends a scorecard summary email immediately after the interview. From the email, you can:
+
+
+
+- Copy the summary directly into your applicant tracking system (ATS).
+
+- Redirect to the HackerRank report to complete or edit the scorecard using Scorecard Assist.
+
+### ATS integration
+
+HackerRank embeds interview scorecard links directly into Greenhouse ATS, helping you close the feedback loop.
+
+To view the scorecard in Greenhouse, see [View interview scorecard in Greenhouse](https://support.hackerrank.com/articles/8806262569-greenhouse---hackerrank-integration-interviews-user-guide#view-the-interview-scorecard-on-greenhouse-8).
+
+## Interviewer experience
+
+- **During Interview setup:** Transcription remains inactive when the interviewer sets up an interview, even if it is enabled at the global level.
+
+- **During the Interview: **
+
+ - If the interviewer has not granted microphone access, the system prompts them to enable it for transcription.
+
+ - After microphone access is granted, transcription activates only when the candidate joins the interview and enables their microphone.\
+ \
+
+ 
+
+- **After the Interview: **
+
+ - The interviewer can review AI-suggested comments in the scorecard.
+
+ - The scorecard can be filled section by section or autofilled entirely, based on preference.
+
+ - The interviewer also receives a summary email with scorecard suggestions and quick actions to finalize the report.
+
+## Candidate experience
+
+- Transcription activates only when the candidate joins and enables their microphone. No additional action is required.
+
+- Transcription runs passively in the background, providing a seamless experience.
+
+\
diff --git a/hackerrank/interviews/scoring-and-reports/6788713830-viewing-interview-reports.md b/hackerrank/interviews/scoring-and-reports/6788713830-viewing-interview-reports.md
new file mode 100644
index 0000000000000000000000000000000000000000..92e7be720a18ba2013317750c179c19efba7688c
--- /dev/null
+++ b/hackerrank/interviews/scoring-and-reports/6788713830-viewing-interview-reports.md
@@ -0,0 +1,83 @@
+---
+title: "Interview Report Accessing interview report Interview report components"
+title_slug: "interview-report-accessing-interview-report-interview-report-components"
+source_url: "https://support.hackerrank.com/articles/6788713830-viewing-interview-reports"
+article_slug: "6788713830-viewing-interview-reports"
+last_updated_exact: "Apr 22, 2026, 10:19 AM"
+last_updated_relative: "Last updated 4 days ago"
+breadcrumbs:
+ - "Interviews"
+ - "Scoring and Reports"
+---
+
+# Interview Report Accessing interview report Interview report components
+
+_Last updated: Apr 22, 2026, 10:19 AM (Last updated 4 days ago)_
+
+The interview report provides a detailed view of candidate performance. It helps interviewers and hiring managers to review responses and make informed hiring decisions.
+
+# Accessing interview report
+
+To access an interview report:
+
+1. Log in to your HackerRank for Work account using your credentials.
+
+2. Go to **Interviews** \> **Interview List**.
+
+3. Click **View Report** next to the interview.
+
+ 
+
+# Interview report components
+
+The interview report includes the following components:
+
+
+
+- **Question tabs**
+
+ - Each interview question appears in a separate tab.
+
+ - Select a tab to switch between questions.
+
+ - Click the question description icon to view the full problem statement.
+
+- **Playback:** Displays participant activity in video format.
+
+ 
+
+ - Click the **Play** button on the timeline to start playback
+
+ - Toggle **Skip Inactivity** to automatically skip periods with no candidate activity. This option is enabled by default.
+
+ - Click the expand icon in the bottom-right corner to view playback in full screen.
+
+ 
+
+ - Active time periods appear as dark segments on the timeline for quick navigation.
+
+ - Displays a cursor with the participant’s name to indicate who is typing.
+
+ - Shows all code executions with input and output, highlighted on the timeline
+
+ - Click **Suspicious Signals** to view detected suspicious activity.
+
+
+
+- **Scorecard:** Click the menu icon to view the scorecard. For more information, see [📄 Interview Scorecards](/articles/9842091173).
+
+ 
+
+ **Note: **
+
+ - If you have access to the **Recruiter** or **Developer** role, you can view all team scorecards.
+
+ - If you have **Interviewer** role access, you can view only your own scorecard.
+
+- **Candidate Packet:** Click **Candidate Packet** to view the complete activity timeline of the candidate.
+
+- **Download PDF:** Click **PDF** to download the report.
+
+- **Share report:** Click **Share** to generate a link. Recipients must log in to access the report.
+
+\
diff --git a/hackerrank/interviews/scoring-and-reports/9842091173-interview-scorecards.md b/hackerrank/interviews/scoring-and-reports/9842091173-interview-scorecards.md
new file mode 100644
index 0000000000000000000000000000000000000000..d94201a5cbce597fdffb46707e8e387495151f93
--- /dev/null
+++ b/hackerrank/interviews/scoring-and-reports/9842091173-interview-scorecards.md
@@ -0,0 +1,267 @@
+---
+title: "Interview Scorecards Accessing interview scorecards Custom scorecards Using the scorecard during an interview View scorecard in Interview Report"
+title_slug: "interview-scorecards-accessing-interview-scorecards-custom-scorecards-using-the-scorecard-during-an-interview-view-scorecard-in-interview-report"
+source_url: "https://support.hackerrank.com/articles/9842091173-interview-scorecards"
+article_slug: "9842091173-interview-scorecards"
+last_updated_exact: "Dec 30, 2025, 10:57 AM"
+last_updated_relative: "Last updated 4 months ago"
+breadcrumbs:
+ - "Interviews"
+ - "Scoring and Reports"
+---
+
+# Interview Scorecards Accessing interview scorecards Custom scorecards Using the scorecard during an interview View scorecard in Interview Report
+
+_Last updated: Dec 30, 2025, 10:57 AM (Last updated 4 months ago)_
+
+The interviewer scorecard is a private scorecard for interviewers to manually evaluate candidate skills during an interview. Each scorecard lists predefined skills based on the candidate’s role and provides structured input fields for feedback.
+
+# Accessing interview scorecards
+
+To access the interview scorecards:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to **Interviews \> Scorecards**.
+
+ 
+
+3. Use the search bar or filters to find scorecards easily:
+
+ - **Search:** Enter the scorecard name.
+
+ - **Filter options:**
+
+ - **All Scorecards:** View all scorecards created by your company.
+
+ - **My Scorecards:** View only the scorecards you created.
+
+**Note:** Use the **More Options (⋮)** menu to:
+
+
+
+- Click **Set as Default** to make a scorecard make the scorecard your default.
+
+- Click **Delete Scorecard** to remove the scorecard permanently.
+
+# Custom scorecards
+
+Custom scorecards provide a structured approach to candidate evaluation, reducing subjectivity and improving hiring consistency. It helps interviewers assess candidates using clear, role-specific criteria.
+
+## Key capabilities
+
+Custom Scorecards offers the following capabilities:
+
+- **Tailored evaluations**: Create role-specific scorecards using six input types: Text, Single Select, Multiple Select, Rating, Dropdowns, and Yes/No.
+
+- **Enhanced collaboration**: Add section-level descriptions and question hints to guide interviewers and standardize evaluations.
+
+- **Company default scorecard**: Set any scorecard as the company default to streamline interview setup.
+
+- **Flexible assignment**: Assign scorecards during interview setup or through templates for consistent use across interviews.
+
+## Creating a custom scorecard
+
+To create a custom scorecard:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to **Interviews \> Scorecards**.
+
+3. Click **Create Scorecard**. A new scorecard appears with one section and one question by default.
+
+ 
+
+4. Click the edit icon next to the scorecard title to rename the scorecard.
+
+ 
+
+### Edit the default question
+
+To edit the default question:
+
+
+
+1. Update the question text.
+
+2. (Optional) Add a description to provide context for interviewers.
+
+3. Choose an input type:
+
+ - **Text**: Enter free-form feedback.
+
+ - **Single Select**: Choose one option.
+
+ - **Multiple Select**: Choose multiple options.
+
+ - **Dropdown**: Select one option from a dropdown menu.
+
+ - **Rating**: Rate on a 3-, 4-, or 5-star scale.
+
+ - **Yes/No**: Select either *Yes* or *No*.
+
+ **Note:**
+
+ - For Single Select, Multiple Select, or Dropdown types, select **Add Option** to add choices.
+
+ - For Rating questions, select **Show 3**, **Show 4**, or **Show 5** to adjust the star scale.
+
+4. Use the **More Options (⋮)** menu to:
+
+ 
+
+ - Toggle **Required Question** to make the question mandatory.
+
+ - Toggle **Allow Comments** (available for all input types except *Text*) to let interviewers add comments.
+
+5. Click **Preview** to review the scorecard.
+
+**Note:** Scorecards save automatically.
+
+### Add a section to the scorecard
+
+To add a section to the Scorecard:
+
+
+
+1. Click **Add Section** to create a new section.
+
+2. (Optional) Enter a **Section Title** and **Description** to describe its purpose.
+
+3. Drag and drop the section to change its order.
+
+**Note:** To manage sections:
+
+- Select the **duplicate icon** to copy a section.
+
+- Select the **delete icon** to remove a section.
+
+### Add a question to a section
+
+To add a question to a section:
+
+1. Go to the section where you want to add a question.
+
+2. Click **+ Add Question**.
+
+3. Select an input type.
+
+ 
+
+4. Enter the question text.
+
+5. (Optional) Add a description to provide context for interviewers.
+
+6. Use the **More Options (⋮)** menu to:
+
+ - Toggle **Required Question** to make the question mandatory.
+
+ - Toggle **Allow Comments** (available for all input types except *Text*) to let interviewers add comments.
+
+7. Drag and drop questions within a section to reorder them[.](http://them.Click)
+
+8. Click **Preview** to review the scorecard.
+
+**Note:** To manage the question:
+
+- Select the **duplicate icon** to copy a question.
+
+- Select the **delete icon** to remove a question.
+
+## Assign a scorecard
+
+You can assign a scorecard in two ways:
+
+- Through templates
+
+- During the interview setup
+
+### Assign scorecard through templates
+
+To assign a scorecard through templates:
+
+1. Go to **Interviews \> Templates**.
+
+2. Select the template you want to update.
+
+3. In the left pane, select **Scorecard**.
+
+4. Choose an existing scorecard or click **Create a New Scorecard**.
+
+ 
+
+**Note:** If you do not select a scorecard, HackerRank uses the default scorecard.
+
+### Assign Scorecard during interview setup
+
+To assign Scorecard during interview setup:
+
+1. Go to **Interviews \> Interview List**.
+
+2. Select the interview you want to update.
+
+3. In the **Interview Details** panel, scroll to **Interview Scorecard**.
+
+ 
+
+4. Select a scorecard from the dropdown[.](http://dropdown.Click)
+
+5. Click **Save Without Inviting**.
+
+**Note:** If you select a template during interview setup, HackerRank automatically adds the scorecard from that template. If you do not select a template, the interview uses the scorecard you select manually. If you do not select any scorecard, HackerRank uses the default scorecard.
+
+# Using the scorecard during an interview
+
+To access and complete the scorecard during an interview:
+
+1. Log in to the interview as an interviewer.
+
+2. Click the **Scorecard** icon in the upper-right corner. The scorecard panel appears.
+
+ 
+
+3. Review the skills associated with the candidate’s role:
+
+ - If the interview started from a test report, the system maps the test role automatically.
+
+ - If no role is selected, the default skills appear, such as Problem-Solving, Technical Communication, Code Quality, Language Proficiency, and System Design.
+
+4. Complete the scorecard:
+
+ - For **Rating** questions, select from Strong Yes to Strong No.
+
+ - For **Text** or **Dropdown** fields, enter written feedback or choose the appropriate option.
+
+**Note:** All feedback is autosaved. The scorecard is private to each interviewer and is not visible to other interviewers or to the candidate.
+
+After the interview, the scorecard appears in the candidate’s **Interview Report**.
+
+# View scorecard in Interview Report
+
+To view the scorecard in the Interview Report:
+
+1. Go to **Interviews \> Interview List**.
+
+2. Select the interview you want to review.
+
+3. In the **Interview Details** panel, click **View Report**.
+
+4. Click the menu icon (☰) on the right to open the **Scorecard** section.
+
+ 
+
+5. Select an evaluator’s name to view their scorecard and comments for the candidate.
+
+**Note:**
+
+- If your organization integrates with an ATS, click **Sync to ATS** to sync the scorecard. Scorecard sync is currently available for Greenhouse, Workday, Lever V2, and Oracle.
+
+ 
+
+- You can access to scorecards depends on your license type.
+
+ - **Recruiter** and **Developer** license holders can view scorecards of all team members.
+
+ - **Interviewer** license holders can view only their own scorecards and do not see the **Evaluator** drop-dow. If they did not participate in the interview, the following message appears:`You do not have access to view the scorecard`*.*
+
+\
diff --git a/hackerrank/library/additional-resources/general-questions/2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-.md b/hackerrank/library/additional-resources/general-questions/2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-.md
new file mode 100644
index 0000000000000000000000000000000000000000..b8ff38d675f03119ddeefb4d52977127920cc77c
--- /dev/null
+++ b/hackerrank/library/additional-resources/general-questions/2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-.md
@@ -0,0 +1,71 @@
+---
+title: "Using AWS, GCP and Electrical Stencils for Diagram Questions"
+title_slug: "using-aws-gcp-and-electrical-stencils-for-diagram-questions"
+source_url: "https://support.hackerrank.com/articles/2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-"
+article_slug: "2793946233-using-aws%2C-gcp-and-electrical-stencils-for-diagram-questions-"
+last_updated_exact: "Jan 23, 2025, 1:19 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "General Questions"
+---
+
+# Using AWS, GCP and Electrical Stencils for Diagram Questions
+
+_Last updated: Jan 23, 2025, 1:19 AM (Last updated 1 year ago)_
+
+## Overview
+
+Diagram questions are used to assess the skills of a candidate in creating class diagrams, architecture diagrams, workflow diagrams, and circuit diagrams. The candidates can create simple or complex diagrams using stencils available for Drawing type of questions. This article will walk you through the steps in using AWS, GCP, and Electrical Stencils for Diagram Questions.
+
+## AWS, GCP, and Electrical Stencils in Diagram Questions
+
+HackerRank offers AWS, GCP, and Electrical stencils. Using these stencils, recruiters can assess the candidates for those specific roles.
+
+1. Click on the **Library** tab on the home page, and then click on the **Create Question** button at the top right corner of the page.
+
+2. Select Diagram and follow the steps to[📄 Creating a Diagram Question](/articles/2805331669)
+ \
+
+3. Under the diagram settings section, you can choose any AWS, GCP, or Electronic stencils, based on the requirement.
+
+ **AWS Stencils**
+
+ 
+
+ #### **GCP Stencils**
+
+ 
+
+ #### **Electrical Stencils**
+
+ 
+
+4. You can also add these stencils to already existing questions in the library.
+
+ 
+
+5. Select a question and click on the **view** option to open the question. There you can find the diagram settings, under that section you can choose AWS, GCP, and Electrical stencils.
+
+ 
+
+### Candidates Using the AWS, GCP, and Electrical Stencils
+
+Recruiters can choose which stencils the candidate can use in the test. Candidates can simply use those given stencils to [answer the diagram question](https://support.hackerrank.com/articles/8569407083-using-draw.io-tool-for-diagram-questions).
+
+
+
+### Using the AWS, GCP, and Electrical Stencils in Interviews
+
+Interviewers and candidates can use the AWS, GCP, and Electrical stencils in the interviews as well.
+
+#### Steps to use AWS, GCP, and Electrical stencils in Interviews.
+
+1. In the left pane click on the plus icon and select **Diagram**.
+
+2. All the pallets are visible along with the AWS, GCP, and Electrical stencils. Interviewers and candidates can select the desired diagram to create and answer questions.
+
+ 
+
+**Note**: Inside the interview, interviewers can see the changes made by candidates with diagrams in real-time.
diff --git a/hackerrank/library/additional-resources/general-questions/8569407083-using-draw.io-tool-for-diagram-questions.md b/hackerrank/library/additional-resources/general-questions/8569407083-using-draw.io-tool-for-diagram-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..7ba85dadad573d8ad57af0891b8e4b5107cfb326
--- /dev/null
+++ b/hackerrank/library/additional-resources/general-questions/8569407083-using-draw.io-tool-for-diagram-questions.md
@@ -0,0 +1,50 @@
+---
+title: "Using draw.io tool for Diagram Questions"
+title_slug: "using-drawio-tool-for-diagram-questions"
+source_url: "https://support.hackerrank.com/articles/8569407083-using-draw.io-tool-for-diagram-questions"
+article_slug: "8569407083-using-draw.io-tool-for-diagram-questions"
+last_updated_exact: "Dec 13, 2024, 4:45 PM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "General Questions"
+---
+
+# Using draw.io tool for Diagram Questions
+
+_Last updated: Dec 13, 2024, 4:45 PM (Last updated 1 year ago)_
+
+## Overview
+
+The Diagram type of Questions available in HackerRank helps you assess your candidates' skills in designing flowcharts, Entity-Relationship diagrams, UML diagrams, and architectural representations.
+
+HackerRank Tests are integrated with the popular and feature-rich **draw.io** diagramming tool to help your candidates create their designs for the Diagram type of questions. The Diagram type of Questions in HackerRank tests include an integrated and readymade **draw.io** editor. This editor provides various shapes to represent Classes, Entities, Objects, Associations, etc., which are used in UML and Entity-relationship diagrams and flowcharts. Using the tool, your candidates can quickly select and add the required predefined shapes to represent in their diagram and design them using various formatting options. The integrated tool provides an intuitive and easy approach to solving Diagram type Questions, and it adds to your candidates’ positive experience with HackerRank tests.
+
+For Recruiters using HackerRank for Work, in the **Diagram Settings** tab of a Diagram Question, you can select the specific **draw.io** category of options available for your candidates in the Test. For example, if your question requires the candidates to create a UML Diagram, you can select only the **UML Category** of **draw.io** shapes available in the Test to answer the Question. This article will walk you through the steps in using the draw.io tool.
+
+Refer to the [draw.io training material](https://about.draw.io/features/training-material/) to know more about the tool.
+
+## How to Use the draw.io Tool for Diagram Questions?
+
+1. On the HackerRank for Work home page, select the **Library** tab.
+
+2. Create a new Diagram Question or select an existing question to edit. Refer to the [Creating a Diagram Type Question](https://support.hackerrank.com/hc/en-us/articles/115005739168-Creating-a-Diagram-Question) and [Editing a Question](https://support.hackerrank.com/hc/en-us/articles/115007317428-Editing-a-Question) topic for the detailed steps to create and edit a diagram Question.
+
+3. In the **Diagram Settings** tab of the Question, you will see the various **draw.io** category of shapes available to create diagrams. Select the categories which the candidates require to answer the question. For example, if the candidates need to create a basic flowchart, select only the **General**, **Flowchart,** and **Arrow** categories.
+
+* ***Note**: By default, the **UML** and **Entity Relation** categories are selected.
+
+
+
+*Configuring draw.io shape categories for the diagram question*
+
+1. Click on the **Save Question** button to save the changes.
+
+In the HackerRank Test, when candidates view the question, they will see the **draw.io** editor with the options to create and format their diagrammatic representations, as shown below. The left pane displays only those shape categories permitted to answer the question.
+
+
+
+*The draw.io diagram editor available in HackerRank tests*
+
+For detailed information about how candidates can use the draw.io editor in HackerRank tests, refer to the topic: [Create diagrams using draw.io in HackerRank Tests.](https://support.hackerrank.com/hc/en-us/articles/360014931853-Create-diagrams-using-draw-io-in-HackerRank-Tests)
diff --git a/hackerrank/library/additional-resources/programming-questions/2461683826-test-case-input-format.md b/hackerrank/library/additional-resources/programming-questions/2461683826-test-case-input-format.md
new file mode 100644
index 0000000000000000000000000000000000000000..2691f200f4a14d78f7eb9f8e1b05598f21ec9225
--- /dev/null
+++ b/hackerrank/library/additional-resources/programming-questions/2461683826-test-case-input-format.md
@@ -0,0 +1,66 @@
+---
+title: "Test Case Input Format"
+title_slug: "test-case-input-format"
+source_url: "https://support.hackerrank.com/articles/2461683826-test-case-input-format"
+article_slug: "2461683826-test-case-input-format"
+last_updated_exact: "Mar 11, 2026, 3:36 PM"
+last_updated_relative: "Last updated 2 months ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Programming Questions"
+---
+
+# Test Case Input Format
+
+_Last updated: Mar 11, 2026, 3:36 PM (Last updated 2 months ago)_
+
+## Overview
+
+Candidates debug their code by using custom input when some of the hidden test cases do not pass. If the question setter has uploaded a solution while creating the question then the expected output is readily available to the candidates. In this case, candidates can add their own input and run code to compare the expected output against their output. This helps candidates in debugging their code and understanding the reason why their test cases are failing.
+
+However, even if the question setter has not uploaded a solution while creating the question, candidates can use the custom input to debug their code. In this case, they can themselves determine the expected output and use the custom input to determine if their code is showing the same output as they determined.
+
+## Custom Input Format - Sample
+
+The candidates have to enter the input in a particular format to test their code. The following example explains the custom input format in detail:
+
+**Integer Arrays**
+
+**Problem statement**: For the given array of integers, write a function ***ArraySum*** to return the sum of its elements.
+
+To generate the code stub automatically while creating a question, describe the function signature in the code stub form.
+
+1. Enter the function name, ***ArraySum***.
+
+2. Select the **INTEGER** as the return type.
+
+3. Select the **INTEGER ARRAY** from the function parameter type list and give the parameter a name ***n****.*
+
+4. Click on the **Generate Code** button to generate the code stub.\
+ \
+
+ 
+
+ *Generating a code stub*
+
+While creating test cases for this problem, be aware of the format the stub code is expecting. For a test input array of length Y, the test case input contains (Y + 1) lines. Here, the first line specifies the length of the array and each following line specifies the element of the array on a separate line.\
+For example, for the input array \[10, 20, 30\] and integer n= 123, the test case's input that a candidate requires to enter is:
+
+- 3
+
+- 10
+
+- 20
+
+- 30
+
+The test case's output would be the sum of the elements: **60**.
+
+
+
+*Allowing code testing with custom input*
+
+### Generating Code Stubs
+
+For more information about generating code stubs, check out the [Generating Code Stubs](https://support.hackerrank.com/hc/en-us/articles/115006430067-Generating-Code-Stubs) article.
diff --git a/hackerrank/library/additional-resources/programming-questions/3245197419-test-cases-in-coding-questions.md b/hackerrank/library/additional-resources/programming-questions/3245197419-test-cases-in-coding-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..be975e3d46ed18754c15341684d5bf3f2e334f64
--- /dev/null
+++ b/hackerrank/library/additional-resources/programming-questions/3245197419-test-cases-in-coding-questions.md
@@ -0,0 +1,160 @@
+---
+title: "Test Cases in Coding and Approximate Solution Questions"
+title_slug: "test-cases-in-coding-and-approximate-solution-questions"
+source_url: "https://support.hackerrank.com/articles/3245197419-test-cases-in-coding-questions"
+article_slug: "3245197419-test-cases-in-coding-questions"
+last_updated_exact: "Sep 18, 2025, 5:43 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Programming Questions"
+---
+
+# Test Cases in Coding and Approximate Solution Questions
+
+_Last updated: Sep 18, 2025, 5:43 PM (Last updated 7 months ago)_
+
+Test cases are crucial to assessing a candidate's code. They consist of specific inputs and expected outputs that verify the code’s correctness and functionality. By covering various scenarios, including edge cases and typical use cases, test cases help ensure the code behaves as intended.
+
+When a candidate compiles their code, each test case checks the code's execution status and results. The score is based on how many test cases the code passes successfully.
+
+## Types of Test Cases in Coding Questions
+
+### Sample Test Cases
+
+Sample test cases are visible to candidates. They display the input and expected output values, allowing candidates to validate and debug their code. Marking test cases as sample test cases during creation enables candidates to view execution results and download them if needed.
+
+
+
+**Example Use Case:** For a problem requiring the identification of the first non-repeated character in a string:
+
+- The sample test case helps candidates understand the expected solution approach.
+
+- Candidates see the input, expected output, and their code’s execution results.
+
+#### **Importance of Sample Test Cases**
+
+Sample test cases enhance the clarity of problem statements by illustrating specific examples. Providing 2–3 sample test cases helps candidates grasp the problem requirements effectively. We recommend including 8–15 test cases per coding question to ensure a comprehensive evaluation. These test cases should:
+
+- Cover varied scenarios and complexities.
+
+- Avoid redundancy by testing distinct concepts.
+
+### Hidden Test Cases
+
+Hidden test cases evaluate candidates on diverse edge cases without revealing input or expected output. Not marking test cases as a sample test case will hide the test cases from the candidates and will be indicated by a lock icon. These cases:
+
+- Challenge candidates to write robust code capable of handling edge scenarios.
+
+- Display only the candidate's output and debug messages during execution.
+
+
+
+**Example Use Case:** For the same problem of identifying the first non-repeated character:
+
+- Hidden test cases validate the solution’s correctness under corner conditions, such as empty or long strings.
+
+**Tip**: You can disable the output visibility for hidden test cases via the Questions tab in the test settings. However, enabling output is recommended for an improved debugging experience.
+
+## Creating a New Test Case
+
+1\. When creating a new coding question or editing an existing one, you will need to follow the steps for creating a new question and eventually come to step 4, which is adding the **Testcases.**
+
+2\. In the **Testcases** section, you can **Upload Solutions** and **Add test cases** one by one or in [bulk by uploading a Zip File.](https://support.hackerrank.com/articles/5773853281-how-do-i-upload-all-test-cases-at-once)
+
+
+
+3\. While adding a test case, enter the mandatory details such as name, difficulty, score, input, and output.
+
+4\. Select **Mark as a sample test case** only if you want to identify a test case as a sample type. You can add the required number of sample test cases to a question and choose not to assign scores for them.
+
+5\. Similarly, you can add the required number of hidden test cases to the question (uncheck "**Mark as a sample test case**"). Hidden test cases should contain edge case scenarios to validate the candidates' code solution. When the candidate compiles the code, the hidden test cases will be executed to show the status and help the candidate to know if their code returned the expected results.
+
+
+
+6\. To avoid EOF issues, we recommend all test cases that require a multi-value input to define the input in the format suggested below:
+
+number of lines (ex. 4) |
+
5 separate input parameters e.g. foobar(a, b, c, d, e) - separate parameters by newline: |
+
Int / String Array - the size of the array followed by the list of values in the array |
+
+
+Refer to[📄 Viewing a Candidate's Detailed Test report](/articles/8263794320)to know how the test cases show up in a test report.
+
+### Scoring Test Cases
+
+Assign varying scores to test cases based on difficulty, ensuring a fair distinction between candidates' skill levels:
+
+- Assign more points to complex test cases.
+
+- Sample test cases can be assigned zero points if desired.
+
+- The sum of all test case scores constitutes the total question score.
+
+If the candidate solution does not complete within the test case time limit, the test case fails, and the candidate receives no points. Timeouts usually occur in more challenging test cases with unoptimized solutions. For more information about language-specific time limits, see [📄 Execution Environment](/articles/6693750503).
+
+### Best Practices for Test Cases
+
+#### Syncing with Code Stubs
+
+Ensure input and output structures align with the code stubs to maintain language consistency:
+
+- For arrays, read the size (`n`) first, followed by `n` elements.
+
+- For linked lists, input includes the number of elements and their respective values.
+
+#### **Key Recommendations:**
+
+- Diversify test case complexity and sizes.
+
+- Avoid duplicating test objectives across multiple test cases.
+
+\
diff --git a/hackerrank/library/additional-resources/programming-questions/6515044510-creating-a-custom-checker.md b/hackerrank/library/additional-resources/programming-questions/6515044510-creating-a-custom-checker.md
new file mode 100644
index 0000000000000000000000000000000000000000..f8b0be30ddc1b311a2d82c01d16f628b9a56fe6b
--- /dev/null
+++ b/hackerrank/library/additional-resources/programming-questions/6515044510-creating-a-custom-checker.md
@@ -0,0 +1,117 @@
+---
+title: "Creating a Custom Checker"
+title_slug: "creating-a-custom-checker"
+source_url: "https://support.hackerrank.com/articles/6515044510-creating-a-custom-checker"
+article_slug: "6515044510-creating-a-custom-checker"
+last_updated_exact: "Dec 24, 2024, 4:47 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Programming Questions"
+---
+
+# Creating a Custom Checker
+
+_Last updated: Dec 24, 2024, 4:47 AM (Last updated 1 year ago)_
+
+## Custom Checker Code
+
+Custom checker code consists of 3 parts. Two non-editable parts are referred to as a head & tail section. The editable part of the custom checker is called the body section. The body section has a method named run_custom_checker(). This method takes two arguments: a TestStructure object and a ResultStructure object. This method is executed after a candidate's submission is run. Each test case evaluates the candidate's submission results.
+
+
+
+### Test Structure
+
+| | |
+|----|----|
+| testcase_id | \[int\] ID of the test-case |
+| testcase_input_path | \[str\] File path to test-case input |
+| testcase_output_path | \[str\] File path to test-case output generated by the problem solver |
+| testcase_expected_output_path | \[str\] File path to test-case expected output to be matched with |
+| metadata_file_paths | \[list\
+
+Here is a similar custom checker in Java -[https://gist.github.com/patilarpith/7b17b5afb9218f770ebc528747017d25](https://gist.github.com/patilarpith/7b17b5afb9218f770ebc528747017d25)
+
+## Scoring An Approximate Solution Question
+
+Approximate Solution questions are automatically scored based on a custom checker. They are scored like coding questions without a custom checker, using test cases to determine the final score. The question setter defines individual test cases with input-output pairs for coding questions. Each test case has an assigned score, and the total possible score is the sum of all test case scores. When a custom checker is used, it runs once for each test case. During the test, the candidates' code is tested with each test case input. The custom checker evaluates and scores each test case; the candidate's final score is the sum of these scores.
+
+**Related Article:**
+
+- [📄 Creating an Approximate Solution Question](/articles/1242375181)
+ \
+
+\
diff --git a/hackerrank/library/additional-resources/programming-questions/7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions.md b/hackerrank/library/additional-resources/programming-questions/7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..91b6faad8d4e6951890d08d461fc2cfee489c4a8
--- /dev/null
+++ b/hackerrank/library/additional-resources/programming-questions/7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions.md
@@ -0,0 +1,147 @@
+---
+title: "Defining the Problem Details: Coding and Database Engineer Questions"
+title_slug: "defining-the-problem-details-coding-and-database-engineer-questions"
+source_url: "https://support.hackerrank.com/articles/7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions"
+article_slug: "7816600113-defining-the-problem-details%3A-coding-and-database-engineer-questions"
+last_updated_exact: "Dec 24, 2024, 4:33 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Programming Questions"
+---
+
+# Defining the Problem Details: Coding and Database Engineer Questions
+
+_Last updated: Dec 24, 2024, 4:33 AM (Last updated 1 year ago)_
+
+## Overview
+
+The problem details are an integral part of creating any question. Particularly for the coding and database-related questions, a good problem statement should comprise a clear and detailed problem description, supporting data schema, at least one sample test case with an explanation, and problem constraints.
+
+HackerRank for Work simplifies this process with predefined templates to describe your **Coding** and **Database Engineer** type questions. The templates are a simple and structured format to define your questions clearly.
+
+It is recommended that you use these templates to define your Coding and Database Engineer type question problem details because it provide a structured and clear view of the question to your candidates during Tests and Interviews.
+
+## How to Define a Problem Statement?
+
+**Steps**
+
+1. While creating a question, navigate to the **Problem Details** field on the **Question Details** page.
+
+2. On the extreme right of the toolbar, click on the **Use content templates** option.
+
+ 
+
+ The following templates are available for selection:
+
+Template |
+Description |
+
HackerRank's Coding Question Template |
+Recommended for coding-type questions. Provides the format to define the: +
|
+
HackerRank's Database Question Template |
+Recommended for Database Engineer-type questions. Provides the format to define the: +
|
+
Problem Description +Write a program that reads in a string and finds the first non-repeated character in that string. Treat the characters as case sensitive. Therefore, "a" and "A" are different. You will be required to complete a given function nonRepeated. +Function Description +Char nonRepeated(char * str) +Constraints +
Input Format +There is one sentence in the input that contains String Str. +Sample Test Case with Explanation +Sample Input +
Sample Output +
Explanation +
Output Format +A single character that represents the first character in Str that is not repeated. |
+
Problem Description +Write a program that reads a string and finds the first non-repeated character in that string. Treat the characters as case-sensitive. Therefore, "a" and "A" are different. You will be required to complete a given function nonRepeated. +Input Format +There is one sentence in the input that contains String Str. +Constraints +
Sample Test Case with Explanation +Sample Input: +Sample Output: +Explanation +"a" is the first character that is not repeated in the given string. +Output Format +A single character that represents the first character in Str that is not repeated. +Code Stub +
|
+
+
+- You can also add individual Cloud questions to your tests:
+
+ - Click on Library from the home page
+
+ - Navigate to the left pane and click on **Type**
+
+ - Select **Cloud** from the available options
+
+- Select a cloud question and click **Add to Test.**
+
+
+
+**Candidate Experience:**
+
+For each AWS Cloud question, the candidate will receive a unique AWS account to use during the test. When moving to the next question, candidates need to ensure they log out of the previous AWS account and log in to the new account provided for that specific question.
+
+
+
+**Results:**
+
+The candidate's work in the console is automatically scored, and the results are reflected in the candidate report.
+
+**Limitations:**
+
+- The tab proctoring feature and functionality to add time to a candidate’s test are not supported when an AWS question is present in the test.
+
+- You can use the hands-on cloud questions available in the HackerRank Library while creating tests as the ability to create custom AWS questions is not available at this point.
+
+If you have specific use cases related to AWS skills that you’d like to discuss with our team, please contact us at [support@hackerrank.com](mailto:support@hackerrank.com).
diff --git a/hackerrank/library/additional-resources/project-questions/6282504591-package-information-for-data-science-questions.md b/hackerrank/library/additional-resources/project-questions/6282504591-package-information-for-data-science-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..0e4c41742043e231a1939e5da2907fb31b4e3f37
--- /dev/null
+++ b/hackerrank/library/additional-resources/project-questions/6282504591-package-information-for-data-science-questions.md
@@ -0,0 +1,144 @@
+---
+title: "Package Information for Data Science Questions"
+title_slug: "package-information-for-data-science-questions"
+source_url: "https://support.hackerrank.com/articles/6282504591-package-information-for-data-science-questions"
+article_slug: "6282504591-package-information-for-data-science-questions"
+last_updated_exact: "Mar 26, 2026, 6:09 PM"
+last_updated_relative: "Last updated 1 month ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Project Questions"
+---
+
+# Package Information for Data Science Questions
+
+_Last updated: Mar 26, 2026, 6:09 PM (Last updated 1 month ago)_
+
+## Data Science - Python
+
+Ubuntu 24.04 LTS with Python 3.12.9 supports Python notebooks using IPython Kernel and utilities curl, git, vim, unzip, wget, and zip.
+
+| | |
+|----------------|:-----------:|
+| **Package ** | **Version** |
+| altair | 4.2.0 |
+| beautifulsoup4 | 4.11.1 |
+| bokeh | 2.4.3 |
+| bottleneck | 1.3.4 |
+| cloudpickle | 2.0.0 |
+| dask | 2022.5.2 |
+| dill | 0.3.5 |
+| matplotlib | 3.5.2 |
+| missingno | 0.4.2 |
+| nltk | 3.6.7 |
+| numba | 0.55.1 |
+| numexpr | 2.7.3 |
+| numpy | 1.21.6 |
+| pandas | 1.4.2 |
+| patsy | 0.5.2 |
+| plotly | 5.8.0 |
+| pytables | 3.7.0 |
+| pytorch | 2.3.0 |
+| scikit-image | 0.19.2 |
+| scikit-learn | 1.1.1 |
+| scipy | 1.8.1 |
+| seaborn | 0.11.2 |
+| sqlalchemy | 1.4.36 |
+| statsmodels | 0.13.2 |
+| sympy | 1.10.1 |
+| tensorflow | 2.8.1 |
+| torchaudio | 0.11.0 |
+| torchtext | 0.12.0 |
+| torchvision | 0.12.0 |
+| xgboost | 1.5.1 |
+| xlrd | 2.0.1 |
+
+## Data Science - R
+
+Ubuntu 24.04 LTS with R 4.1.3 and Python 3.12.9 supports R notebooks using IRkernel (R Kernel for Jupyter) and utilities curl, git, vim, unzip, wget, and zip.
+
+| | |
+|---------------|:-----------:|
+| **Package ** | **Version** |
+| caret | 6.0.92 |
+| coro | 1.0.2 |
+| crayon | 1.5.1 |
+| devtools | 2.4.3 |
+| dplyr | 1.0.9 |
+| forecast | 8.16 |
+| ggplot2 | 3.3.6 |
+| ggraph | 2.0.5 |
+| ggrepel | 0.9.1 |
+| hexbin | 1.28.2 |
+| knitr | 1.39 |
+| mlr3 | 0.13.3 |
+| nycflights13 | 1.0.2 |
+| plotly | 4.10.0 |
+| purrr | 0.3.4 |
+| randomforest | 4.7.1.1 |
+| rcurl | 1.98.1.6 |
+| rodbc | 1.3.19 |
+| rsqlite | 2.2.8 |
+| shiny | 1.7.1 |
+| tensorflow | 2.8.2 |
+| tidymodels | 0.2.0 |
+| tidyquant | 1.0.4 |
+| tidyr | 1.2.0 |
+| tidyverse | 1.3.1 |
+| torch | 1.10.2 |
+| torchaudio | 0.2.0 |
+| torchdatasets | 0.1.0 |
+| torchvision | 0.4.1 |
+| xgboost | 1.5.1 |
+| xml2 | 1.3.3 |
+
+## Data Science - Julia
+
+Ubuntu 24.04 LTS with Julia 1.7.3 and Python 3.12.9 supports Julia notebooks using IJulia kernel and utilities curl, git, vim, unzip, wget, and, zip.
+
+| | |
+|-------------------|:-----------:|
+| **Package** | **Version** |
+| CategoricalArrays | 0.10.6 |
+| Clustering | 0.14.2 |
+| DataFrames | 1.3.4 |
+| DecisionTree | 0.10.12 |
+| Distances | 0.10.7 |
+| Distributions | 0.25.61 |
+| Flux | 0.13.3 |
+| GLM | 1.8.0 |
+| Gadfly | 1.3.4 |
+| HDF5 | 0.16.9 |
+| HypothesisTests | 0.10.10 |
+| Interact | 0.10.4 |
+| KernelDensity | 0.6.3 |
+| Lasso | 0.6.3 |
+| Loess | 0.5.4 |
+| LogExpFunctions | 0.3.15 |
+| LossFunctions | 0.8.0 |
+| MLBase | 0.9.0 |
+| MLDataPattern | 0.5.4 |
+| MLDataUtils | 0.5.4 |
+| MLDatasets | 0.7.1 |
+| MLJ | 0.18.2 |
+| MLJLinearModels | 0.6.2 |
+| MLLabelUtils | 0.5.7 |
+| Metalhead | 0.7.1 |
+| MixedModels | 4.6.4 |
+| MultivariateStats | 0.9.1 |
+| PlotlyJS | 0.18.8 |
+| Plots | 1.29.0 |
+| RDatasets | 0.7.7 |
+| ShiftedArrays | 1.0.0 |
+| StatsBase | 0.33.16 |
+| StatsFuns | 1.0.1 |
+| StatsKit | 0.3.1 |
+| StatsModels | 0.6.30 |
+| StatsPlots | 0.14.34 |
+| Survival | 0.2.2 |
+| TableTransforms | 1.1.1 |
+| Tables | 1.7.0 |
+| TimeSeries | 0.23.0 |
+
+\
diff --git a/hackerrank/library/additional-resources/project-questions/7922341412-upgrading-custom-project-questions.md b/hackerrank/library/additional-resources/project-questions/7922341412-upgrading-custom-project-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..fda5b5564f729ed2e354206fb177f387563b0686
--- /dev/null
+++ b/hackerrank/library/additional-resources/project-questions/7922341412-upgrading-custom-project-questions.md
@@ -0,0 +1,36 @@
+---
+title: "Upgrading Custom Project Questions"
+title_slug: "upgrading-custom-project-questions"
+source_url: "https://support.hackerrank.com/articles/7922341412-upgrading-custom-project-questions"
+article_slug: "7922341412-upgrading-custom-project-questions"
+last_updated_exact: "Dec 15, 2024, 10:49 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Project Questions"
+---
+
+# Upgrading Custom Project Questions
+
+_Last updated: Dec 15, 2024, 10:49 AM (Last updated 1 year ago)_
+
+HackerRank continuously updates [project stacks](https://candidatesupport.hackerrank.com/hc/en-us/articles/4402913877523-Execution-Environment#frontend-backend-full-stack-mobile-data-science-and-devops) to ensure library questions remain compatible with the latest technology. If you have created custom questions using an older stack, these questions will be flagged by HackerRank, indicating an upgrade is available. It is recommended that you upgrade the flagged questions to maintain a seamless test experience for the candidates.
+
+**Note:** You will notice this flag only when an older version of the question is present in one of your tests.
+
+**Steps:**
+
+- Click on the green arrow icon to upgrade the question flagged in a test.
+
+ 
+
+- On the following popup, review the details and click on **Upgrade**.
+
+ 
+
+- In the next step, validate the by clicking on **Validate & Upgrade.**
+
+- If the validation fails, refer to the validation, identify the reasons provided, and update the project accordingly.
+
+\
diff --git a/hackerrank/library/additional-resources/project-questions/8545628905-assessing-candidates-for-azure-skills.md b/hackerrank/library/additional-resources/project-questions/8545628905-assessing-candidates-for-azure-skills.md
new file mode 100644
index 0000000000000000000000000000000000000000..aaa0a6d767beb959de93b584fd3008349dd5f0e1
--- /dev/null
+++ b/hackerrank/library/additional-resources/project-questions/8545628905-assessing-candidates-for-azure-skills.md
@@ -0,0 +1,74 @@
+---
+title: "Assessing Candidates for Azure Skills"
+title_slug: "assessing-candidates-for-azure-skills"
+source_url: "https://support.hackerrank.com/articles/8545628905-assessing-candidates-for-azure-skills"
+article_slug: "8545628905-assessing-candidates-for-azure-skills"
+last_updated_exact: "Jan 23, 2025, 12:50 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Project Questions"
+---
+
+# Assessing Candidates for Azure Skills
+
+_Last updated: Jan 23, 2025, 12:50 AM (Last updated 1 year ago)_
+
+[HackerRank Projects](https://support.hackerrank.com/articles/8401114407-introduction-to-hackerrank-projects) enables you to assess candidates' Azure skills in a real-world environment using Azure consoles, providing an accurate measure of their ability to handle cloud-based tasks. Candidates will be provided with temporary Azure accounts and are scored based on their work in those consoles.
+
+## Creating a Cloud Assessment
+
+**Steps**
+
+- You can add individual Azure questions to your tests:
+
+ - Click on **Library** from the home page
+
+ - Navigate to the left pane and click on **Type**
+
+ - Select **Cloud** from the available options
+
+- Select a cloud question based on **Azure** and click Add to Test.
+
+
+
+### Candidate Experience
+
+- For each Azure question in the test, a unique Azure account is provisioned.
+
+- For example, if the test contains four Azure questions, the candidate will be provided with four separate Azure accounts.
+
+
+
+- The candidate will see an option to launch the Azure portal with a username and password tied to each question.
+
+- Candidates must log in using the correct Azure account for each specific question.
+
+
+
+- After logging into the Azure portal, the candidate can access necessary resources, such as creating a virtual machine.
+
+
+
+### Evaluation and Reporting
+
+- Once the test is submitted, the system automatically evaluates the candidate's work using the logs from the Azure portal.
+
+- You can view the **evaluation criteria** for an Azure question by opening the question within the HackerRank Library. When the candidate submits the test, their attempt will be evaluated based on these criteria.
+
+
+
+- A detailed report is generated based on the test cases passed or failed.
+
+- The detailed report includes scoring logs and activity logs, allowing you to review the candidate's work. You can download these logs for further analysis.
+
+
+
+### Limitations
+
+- The [tab proctoring feature](https://support.hackerrank.com/articles/1079706165-proctoring-hackerrank-tests#tab-proctoring-17) and functionality to [add time to a candidate’s test](https://support.hackerrank.com/articles/3193432392-adding-time-to-a-candidate's-test) [](https://support.hackerrank.com/articles/3193432392-adding-time-to-a-candidate's-test) are not supported when an Azure question is present in the test.
+
+- You can use the [hands-on cloud questions](https://www.hackerrank.com/work/library/hackerrank?copyscrape=true&hide_ai_solvable=true&type=cloud) available in the HackerRank Library while creating tests, as the ability to create custom Azure questions is not currently available.
+
+\
diff --git a/hackerrank/library/additional-resources/project-questions/9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions.md b/hackerrank/library/additional-resources/project-questions/9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..012d36c7fdd05161e3e7d6c4a2ac511abaf64f2a
--- /dev/null
+++ b/hackerrank/library/additional-resources/project-questions/9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions.md
@@ -0,0 +1,153 @@
+---
+title: "Configurations for Front-end, Back-end and Full stack Developer Questions"
+title_slug: "configurations-for-front-end-back-end-and-full-stack-developer-questions"
+source_url: "https://support.hackerrank.com/articles/9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions"
+article_slug: "9443018671-configurations-for-front-end%2C-back-end-and-full-stack-developer-questions"
+last_updated_exact: "Dec 13, 2024, 5:13 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Additional Resources"
+ - "Project Questions"
+---
+
+# Configurations for Front-end, Back-end and Full stack Developer Questions
+
+_Last updated: Dec 13, 2024, 5:13 AM (Last updated 1 year ago)_
+
+A valid project should have a valid **hackerrank.yml** configuration file in the root directory. Refer to the examples below or the configuration reference to learn how to write one for your project.
+
+## **Configuration Reference**
+
+```
+version: (number)- [required] Version number for the configuration schema.
+ - Current version is 1.0configuration: (hash)- [required] Parent attribute for the configuration.
+ - All project configurations are provided herehas_webserver: (boolean)
+ - [required] Define if a project has an exposed web server
+ (can be accessed outside of the server).
+ - Use open port (3000, 3030, 5000, 6000, 6001, 8000, 8080)
+ for publishing the server. All other ports are blocked out outside communication.
+ readonly_paths: (array)
+ - [optional] A list of file paths and/or regex patterns
+ that should be marked read-only for candidates
+ scoring: [optional] (hash)
+ - [required] Parent attribute for scoring related configuration
+ command: (string)
+ - [required] Scoring command is defined here.
+ - This attribute must be provided for scoring to work
+ files: (array)
+ - [optional] A list of scoring output files can be provided here.
+ - Once the scoring command is run, the platform will search for these files
+ and parse them to calculate the final score.
+ - If these files are not provided, the scoring command output is used for scoring.
+ testcase_weights: (hash [Question Type |
+Supported in Tests |
+Supported in Interviews |
+
[Coding](https://support.hackerrank.com/articles/2474669643-coding-question) |
+✅
+ + |
+✅
+ + |
+
[HTML/CSS/JavaScript](https://support.hackerrank.com/articles/7771245202-html%2Fcss%2Fjavascript-questions) |
+✅
+ + |
+✅
+ + |
+
[Database](https://support.hackerrank.com/articles/8826242281-database-engineer-questions) |
+✅
+ + |
+✅
+ + |
+
[Approximate Solution](https://support.hackerrank.com/articles/8117531949-approximate-solution-type-question) |
+✅
+ + |
+✅
+ + |
+
[Code Repository](https://support.hackerrank.com/articles/1900882930-code-repository-questions) |
+✅
+ + |
+✅
+ + |
+
[Generative AI](https://support.hackerrank.com/articles/7355446816-creating-a-rag-retrieval-augmented-generation-question) |
+✅
+ + |
+✅
+ + |
+
[Mobile Developer](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions) |
+✅
+ + |
+✅
+ + |
+
[Data Science](https://support.hackerrank.com/articles/5187107609-data-science-questions) |
+✅
+ + |
+✅
+ + |
+
[Front-end Developer](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions) |
+✅
+ + |
+✅
+ + |
+
[Back-end Developer](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions) |
+✅
+ + |
+✅
+ + |
+
[Full-stack Developer](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions) |
+✅
+ + |
+✅
+ + |
+
[DevOps](https://support.hackerrank.com/articles/5929074504-devops-questions) |
+✅
+ + |
+✅
+ + |
+
[Code Review](https://support.hackerrank.com/articles/4262355406-code-review-questions) |
+✅
+ + |
+✅
+ + |
+
[QA Engineer](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions) |
+✅
+ + |
+✅
+ + |
+
[Multiple Choice](https://support.hackerrank.com/articles/2513748038-multiple-choice-questions) |
+✅
+ + |
+❌
+ + |
+
[Subjective](https://support.hackerrank.com/articles/2296520412-subjective-questions) |
+✅
+ + |
+✅
+ + |
+
[Whiteboard](https://support.hackerrank.com/articles/2578948087-creating-a-whiteboard-question) |
+✅
+ + |
+✅
+ + |
+
[Diagram](https://support.hackerrank.com/articles/4376717308-diagram-questions) |
+✅
+ + |
+✅
+ + |
+
[Sentence Completion](https://support.hackerrank.com/articles/5866154232-sentence-completion-questions) |
+✅
+ + |
+❌
+ + |
+
[File Upload](https://support.hackerrank.com/articles/3284451474-file-upload-question) |
+✅
+ + |
+❌
+ + |
+
[Prompt Engineering](https://support.hackerrank.com/articles/6081633644-scoring-for-prompt-engineering-questions) |
+✅
+ + |
+❌
+ + |
+
+
+*The Question 'Quality Review' page*
+
+The following sections in this article also guide you through the best practices and recommendations to be followed while creating your Questions in HackerRank for Work.
+
+## Understanding the Question Quality Parameters
+
+1. **The overall number of test cases in the Question**\
+ Adding Test cases ensures that a coding question is automatically evaluated. Without any test cases, a question will not be scored and might defeat the purpose of an assessment. Therefore, it is recommended that you add at least 3-4 sample test cases, of which 1-3 are present in the statement, and an overall 3-15 test cases of easy, medium, and hard difficulty levels to each Question.
+
+2. **Sample test cases in the Question**\
+ Sample test cases improve question comprehension. It allows your candidates to quickly understand the Question and the expected output from their solution. This improves their likelihood of attempting the Question and adds to their positive test experience. It is recommended that you include at least two or more sample test cases in your Question.
+
+3. **Whether the question uses auto-generated code stubs**\
+ The best practice is using HackerRank’s auto-generated code stubs (or boilerplate code). Code stubs are recommended because they help your candidates to directly read input and write output using STDIN and STDOUT, respectively. This also helps prevent situations where a candidate writes the right code but fails to display the output correctly using STDOUT.
+
+ However, you may NOT be able to use HackerRank’s auto-generated code stubs in specific scenarios. For example, HackerRank does not provide auto-generated stubs for:
+
+ - reading in a binary tree or
+
+ - returning a class object from a function
+
+ You may also choose not to use the auto-generated code stubs in scenarios where you want the candidates to display their output in your desired format, and perhaps, you want to assess them on their ability to deal with STDIN and STDOUT.
+
+ In the above scenarios, you can retain the default code stubs, or you can choose to write your code stubs (user-modified code stubs) for all the programming languages you want to allow in your Tests.
+
+**Note**: Writing your code stubs (user-modified code stubs) requires additional effort. However, once you write them, you can reuse them in the other Questions.
+
+1. **Whether the questions have Descriptive tags**\
+ According to best practices, every question needs to have at least two tags that describe and classify the question. Standard tags that need to be inserted into every question include the difficulty level: 'Easy, Medium, or Hard,' skills or area of expertise the question assesses: 'Algorithms, Problem Solving, Data Structures, and so on. Tags that further describe the question, such as specific concepts tested in the question, required knowledge, etc.
+
+ Ensuring that your Question follows the above-mentioned best practices and recommendations helps create good quality questions. When good quality questions are a part of your Tests, it adds to your candidate’s positive experience and your Company's goal to attract and hire only the best talent.
+
+***Recommended Articles:***
+
+- [📄 Test Cases in Coding Questions](/articles/3245197419)
+ \
+- [📄 Defining Test Cases for Coding Questions](/articles/8626818013)
+ \
+- [📄 Generating Code Stubs](/articles/9168425479)
+ \
diff --git a/hackerrank/library/manage-question/4894957291-creating-questions.md b/hackerrank/library/manage-question/4894957291-creating-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..c18f14d8645b1492fa30cb2a5c7e2246d16087d7
--- /dev/null
+++ b/hackerrank/library/manage-question/4894957291-creating-questions.md
@@ -0,0 +1,77 @@
+---
+title: "Create a Question Creating a question from the Library Creating a question while editing a test"
+title_slug: "create-a-question-creating-a-question-from-the-library-creating-a-question-while-editing-a-test"
+source_url: "https://support.hackerrank.com/articles/4894957291-creating-questions"
+article_slug: "4894957291-creating-questions"
+last_updated_exact: "Mar 30, 2026, 6:07 PM"
+last_updated_relative: "Last updated 4 weeks ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Create a Question Creating a question from the Library Creating a question while editing a test
+
+_Last updated: Mar 30, 2026, 6:07 PM (Last updated 4 weeks ago)_
+
+HackerRank for Work allows you to create questions based on your hiring requirements. You can create questions from the **Library** or while creating or editing a test.
+
+# Creating a question from the Library
+
+You can use the following links to view steps for creating different types of questions from the Library:
+
+- [Creating a Coding question](https://support.hackerrank.com/articles/2474669643-coding-question#creating-a-coding-question)
+
+- [Creating an HTML/CSS/JavaScript question](https://support.hackerrank.com/articles/7771245202-html%2Fcss%2Fjavascript-questions#creating-an-html-css-javascript-question)
+
+- [Creating a Database question](https://support.hackerrank.com/articles/8826242281-database-engineer-questions#creating-a-database-question)
+
+- [Creating an Approximate Solution question](https://support.hackerrank.com/articles/8117531949-approximate-solution-type-question#creating-an-approximate-solution-question)
+
+- [Creating a Generative AI question](https://support.hackerrank.com/articles/7355446816-creating-a-rag-retrieval-augmented-generation-question#creating-a-generative-ai-question)
+
+- [Creating a Front-end, Back-end, Full-stack, Mobile, and QA Engineer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#creating-front-end-back-end-full-stack-mobile-and-qa-engineer-questions)
+
+- [Creating a Data Science question](https://support.hackerrank.com/articles/5187107609-data-science-questions#creating-a-data-science-question)
+
+- [Creating a DevOps question](https://support.hackerrank.com/articles/5929074504-devops-questions#creating-a-devops-question)
+
+- [Creating a Code Review question](https://support.hackerrank.com/articles/4262355406-code-review-questions#creating-a-code-review-question)
+
+- [Creating a Multiple Choice question](https://support.hackerrank.com/articles/2513748038-multiple-choice-questions#creating-a-multiple-choice-question)
+
+- [Creating a Subjective question](https://support.hackerrank.com/articles/2296520412-subjective-questions#creating-a-subjective-question)
+
+- [Creating a Whiteboard question](https://support.hackerrank.com/articles/2578948087-creating-a-whiteboard-question#creating-a-whiteboard-question)
+
+- [Creating a Diagram question](https://support.hackerrank.com/articles/4376717308-diagram-questions#creating-diagram-questions)
+
+- [Creating a Sentence Completion question](https://support.hackerrank.com/articles/5866154232-sentence-completion-questions#creating-a-sentence-completion-question)
+
+- [Creating a File Upload question](https://support.hackerrank.com/articles/3284451474-file-upload-question#creating-a-file-upload-question)
+
+# Creating a question while editing a test
+
+To create a question directly from a test:
+
+
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+
+
+1. Go to the **Tests** tab.
+
+2. Open the test you want to edit.
+
+3. Go to the **Questions** tab.
+
+4. Select **Add New** next to **Sections**.
+
+5. Select **Add Manually**. A new section labeled **Untitled** appears at the bottom of the list.
+
+6. Click **Create Question**. The platform opens the question creation flow in the Library. You can select a question type and complete the required details. For more information, see [Creating a question from the Library](https://support.hackerrank.com/articles/4894957291-creating-questions#creating-a-question-from-the-library).
+
+**Note:** All questions you create are saved in the **My Company** Library.
+
+\
diff --git a/hackerrank/library/manage-question/4968606472-steps-to-create-accessible-content-at-hackerrank.md b/hackerrank/library/manage-question/4968606472-steps-to-create-accessible-content-at-hackerrank.md
new file mode 100644
index 0000000000000000000000000000000000000000..366d14eb6f1ca0b5c7457cf378d91d0ce713f3c5
--- /dev/null
+++ b/hackerrank/library/manage-question/4968606472-steps-to-create-accessible-content-at-hackerrank.md
@@ -0,0 +1,95 @@
+---
+title: "Steps to Create Accessible Content at HackerRank"
+title_slug: "steps-to-create-accessible-content-at-hackerrank"
+source_url: "https://support.hackerrank.com/articles/4968606472-steps-to-create-accessible-content-at-hackerrank"
+article_slug: "4968606472-steps-to-create-accessible-content-at-hackerrank"
+last_updated_exact: "Dec 24, 2024, 3:10 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Steps to Create Accessible Content at HackerRank
+
+_Last updated: Dec 24, 2024, 3:10 AM (Last updated 1 year ago)_
+
+## Overview
+
+The candidate site is now Accessible as per [WCAG 2.1( Level AA)](https://www.w3.org/TR/WCAG21/)**.** Thus it becomes imperative that the questions are also accessible so that *accessibility* is not impacted.
+
+If you are a recruiter trying to create a question for your assessment, below are the steps that will help in creating accessible questions.
+
+- After you have created an assessment, head over to the ‘Questions’ tab and open a question in view mode.
+
+ 
+
+ In case you are the owner of the question you would be able to open the question in edit mode and update the endpoint to view mode as shown below.
+
+ 
+
+- Run this question through [axe](https://chrome.google.com/webstore/detail/axe-devtools-web-accessib/lhdoppojpmngadmnindnejefpokejbdd). You can install this extension and run it to fix the violations if any. This will catch most of the violations. The below steps highlight how to use this tool to identify the issues and fix them.
+
+#### Steps to Run axe:
+
+1. Install the [Axe extension](https://chrome.google.com/webstore/detail/axe-devtools-web-accessib/lhdoppojpmngadmnindnejefpokejbdd).
+
+2. Once you install the extension, you will need to restart the browser.
+
+3. Open the dev tools by clicking on inspect in the context menu. You can open the context menu by right-click.
+
+ 
+
+4. Now you should be able to see *axe dev tools* in the developer menu.
+
+ 
+
+5. Click on ‘Scan’ in the left panel to run the *axe Dev tools*.
+
+ 
+
+**Note**: By default, the axe will scan the whole page so you can ignore the other issues outside the problem description.
+
+- Axe will report all the violations along with the suggested fix. Once the violations are fixed, rerun the scan and the question is accessible now.
+
+ 
+
+## Dealing with Images
+
+#### Why is alt text (alternative text) needed?
+
+Sometimes you might want to add images to problem descriptions and these images might not be perceived by every user. In such cases, it becomes very important to have an option to make these images accessible to every user. Thus the need to have an alternative text (alt-text) to describe the image in question.
+
+Below cases are where an *alt text* (alternative text) needs to be added.
+
+1. For screen reader users, images will not convey the information.
+
+2. For users with cognitive disabilities who do not understand images.
+
+3. Sometimes users might turn off images to prevent distraction.
+
+Hence an *alt text* is recommended so that there is no loss of information for the aforementioned users.
+
+## How to add an alt text?
+
+In the problem creation flow, you can add an image in the problem description by clicking on the ‘Image’ icon (screenshot below). This opens the ‘Image Properties’ pop-up with a *Text Display* field. Set an appropriate value in the *Text Display* field and this will be used as an *alternative text* (alt text) to the image.
+
+
+
+### Does every image need an alt text (alternative text)?
+
+Not every image needs to have *alt text*. Most of the time, the images used will be solely for decorative purposes or some text in the problem description might already convey the purpose of the image. In such cases, adding an empty *alt text* is completely fine as the description contains information about the image, as shown below.
+
+
+
+### When is alt text (alternative text) mandatory?
+
+A descriptive alt text will be needed in the below scenarios
+
+1. Images act as navigation elements for example links.
+
+2. Images contain text
+
+**Note**: It is recommended to use images (if used) solely for decorative purposes in the problem description so that it is easily perceivable by all.
+
+\
diff --git a/hackerrank/library/manage-question/6697457900-share-a-question.md b/hackerrank/library/manage-question/6697457900-share-a-question.md
new file mode 100644
index 0000000000000000000000000000000000000000..1091b25cf4e5c12c08d5217530827aa29ac756c7
--- /dev/null
+++ b/hackerrank/library/manage-question/6697457900-share-a-question.md
@@ -0,0 +1,91 @@
+---
+title: "Share a Question Prerequisite Sharing a question Transferring ownership of a question Removing access from a question"
+title_slug: "share-a-question-prerequisite-sharing-a-question-transferring-ownership-of-a-question-removing-access-from-a-question"
+source_url: "https://support.hackerrank.com/articles/6697457900-share-a-question"
+article_slug: "6697457900-share-a-question"
+last_updated_exact: "Sep 25, 2025, 1:38 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Share a Question Prerequisite Sharing a question Transferring ownership of a question Removing access from a question
+
+_Last updated: Sep 25, 2025, 1:38 PM (Last updated 7 months ago)_
+
+You can share questions created by you and your team members in your organization. You can grant **Viewer** or **Editor** access, or transfer ownership to another team member.
+
+# Prerequisite
+
+Your organization must have created at least one question.
+
+# Sharing a question
+
+To share a question with another team member:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Library** tab.
+
+3. Select the **Tests** or **Interviews** tab.
+
+ 
+
+4. Select **My Company** as the source of questions from the **Library** drop-down.
+
+5. Click the more options menu (**⋮**) next to the question and select **Share**.
+
+ 
+
+6. In the **Share Question** dialog box, enter a user or team name in the **Search users and teams** field.
+
+ 
+
+7. Choose a sharing role from the drop-down list:
+
+ 
+
+- **Viewer**: Can view and use questions.
+
+- **Editor**: Can view, edit, and use questions, and view insights.
+
+1. Click **Save**.
+
+After you save the changes, the users or teams and their assigned roles appear below the search field.
+
+# Transferring ownership of a question
+
+**Note:** You must share the question with the team member before you can transfer ownership.
+
+To transfer ownership:
+
+1. Click the more options menu (**⋮**) next to the question and select **Share**.
+
+2. In the **Share Question** dialog box, select the dropdown next to the user name.
+
+3. Select **Transfer Ownership**.
+
+ 
+
+4. In the confirmation dialog, click **Confirm**. A success message appears.
+
+After the ownership transfer, the role of the previous owner changes to **Editor**.
+
+# Removing access from a question
+
+You can revoke **Viewer** or **Editor** access to a question for another team member at any time.
+
+To remove access:
+
+1. Click the more options menu (**⋮**) next to the question and select **Share**.
+
+2. In the **Share Question** dialog box, select the dropdown next to the user name.
+
+3. Select **Remove User**.
+
+ 
+
+4. In the confirmation dialog, click **Confirm**. A success message appears.
+
+\
diff --git a/hackerrank/library/manage-question/7394210877-ai-solvability-indicator-and-filter.md b/hackerrank/library/manage-question/7394210877-ai-solvability-indicator-and-filter.md
new file mode 100644
index 0000000000000000000000000000000000000000..c7560045e87eccee8a86bbfa1b7187408f519938
--- /dev/null
+++ b/hackerrank/library/manage-question/7394210877-ai-solvability-indicator-and-filter.md
@@ -0,0 +1,53 @@
+---
+title: "AI Solvability Indicator and Filter"
+title_slug: "ai-solvability-indicator-and-filter"
+source_url: "https://support.hackerrank.com/articles/7394210877-ai-solvability-indicator-and-filter"
+article_slug: "7394210877-ai-solvability-indicator-and-filter"
+last_updated_exact: "Jan 23, 2025, 12:54 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# AI Solvability Indicator and Filter
+
+_Last updated: Jan 23, 2025, 12:54 AM (Last updated 1 year ago)_
+
+HackerRank automatically flags coding questions that artificial intelligence (AI) tools, such as ChatGPT, Gemini, etc. can solve in its library. To ensure transparency, HackerRank performs monthly automated analyses of its question library to simulate how AI tools would perform on these questions. This feature aims to inform users about AI-solvable questions, helping them design tests effectively, particularly where plagiarism might be a concern.
+
+## Key Benefits
+
+- Awareness of AI-solvable questions.
+
+- Ability to exclude such questions when plagiarism is common, such as high-volume or university hiring.
+
+### How to Identify AI-Solvable Questions
+
+HackerRank marks AI-solvable questions with an **AI Solvable = Yes** indicator. The following steps can help you use this feature:
+
+- Locate flagged questions in the **Question Library**.
+
+- As shown in the example below, you can curate your test using the **Hide AI-Solvable Coding Questions** filter in the left pane of the library.
+
+
+
+### Why This Feature Matters
+
+AI tools have evolved to solve certain coding problems efficiently. While their capabilities are improving, simpler questions with concise answers are more vulnerable to being solved correctly by these tools. HackerRank protects its customers by offering filters to avoid AI-solvable questions.
+
+When curating tests where plagiarism is a concern, you can additionally leverage HackerRank’s [](https://hackerrank-knowledge-base.help.usepylon.com/articles/7287334157-ai-plagiarism-detection) [AI-Powered Plagiarism Detection](https://support.hackerrank.com/articles/8000786908-ai-plagiarism-detection) [](https://hackerrank-knowledge-base.help.usepylon.com/articles/7287334157-ai-plagiarism-detection) features for further protection.
+
+### Recommendations for Question Usage
+
+| | | | |
+|----|----|----|----|
+| **Question Type** | **Susceptibility to AI** | **Indicator & Filter Availability** | **Recommendation** |
+| **MCQs** | High | No | Use to assess tertiary skills and basic knowledge and minimize evaluation time. |
+| **Sentence Completion** | Varies | No | Use for tertiary skills and basic knowledge. Limit usage for primary skill testing. |
+| **Coding, Database** | Medium | Yes | Ideal for testing coding proficiency. Avoid flagged questions in tests that are prone to plagiarism. |
+| **Backend, Frontend, Fullstack** | Low | No | Best for evaluating primary skills. These require extensive customization, making them less AI-solvable. |
+
+### Scope of the AI-Solvability Filter
+
+This filter applies to **Coding** and **Database** questions, the most common test types. While also susceptible to AI, questions like MCQs and sentence completion are not covered by the filter. HackerRank recommends prioritizing hands-on exercises (e.g., coding, database, full-stack tasks) for primary skill evaluation.
diff --git a/hackerrank/library/manage-question/9028620307-export-questions.md b/hackerrank/library/manage-question/9028620307-export-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..b462035f9b1fc9d70c2077546ef150f510cff80e
--- /dev/null
+++ b/hackerrank/library/manage-question/9028620307-export-questions.md
@@ -0,0 +1,53 @@
+---
+title: "Export Questions Prerequisite Exporting all questions Exporting selected test questions"
+title_slug: "export-questions-prerequisite-exporting-all-questions-exporting-selected-test-questions"
+source_url: "https://support.hackerrank.com/articles/9028620307-export-questions"
+article_slug: "9028620307-export-questions"
+last_updated_exact: "Sep 25, 2025, 1:33 PM"
+last_updated_relative: "Last updated 7 months ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Export Questions Prerequisite Exporting all questions Exporting selected test questions
+
+_Last updated: Sep 25, 2025, 1:33 PM (Last updated 7 months ago)_
+
+You can export test and interview questions from the Library into a CSV file.
+
+# Prerequisite
+
+Your company must have created questions in **Tests** or **Interviews**.
+
+# Exporting all questions
+
+To export all test or interview questions:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Library** tab.
+
+3. Select the **Tests** or **Interview** tab.
+
+4. Select **My Company** as the source of questions from the **Library** drop-down.
+
+ 
+
+5. Click **Export**. The CSV file downloads to your system.
+
+# Exporting selected test questions
+
+To export selected test questions:
+
+1. Go to the **Tests** tab.
+
+2. Select **My Company** as the source of questions from the **Library** drop-down.
+
+3. Select the questions you want to export.
+
+ 
+
+4. Click **Export**. The CSV file downloads to your system.
+
+\
diff --git a/hackerrank/library/manage-question/9349097996-editing-a-question.md b/hackerrank/library/manage-question/9349097996-editing-a-question.md
new file mode 100644
index 0000000000000000000000000000000000000000..c55b143dcf6870ec675905813fed98a556b31e7a
--- /dev/null
+++ b/hackerrank/library/manage-question/9349097996-editing-a-question.md
@@ -0,0 +1,63 @@
+---
+title: "Edit a Question Prerequisites Editing a question"
+title_slug: "edit-a-question-prerequisites-editing-a-question"
+source_url: "https://support.hackerrank.com/articles/9349097996-editing-a-question"
+article_slug: "9349097996-editing-a-question"
+last_updated_exact: "Aug 14, 2025, 12:44 PM"
+last_updated_relative: "Last updated 8 months ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Edit a Question Prerequisites Editing a question
+
+_Last updated: Aug 14, 2025, 12:44 PM (Last updated 8 months ago)_
+
+You can edit questions in your personal library that appear under the **My company** questions section. This section displays all questions created by you and other team members in your company.
+
+**Note:** You can edit only the questions in your company library. HackerRank library questions are not editable.
+
+# Prerequisites
+
+The question must exist in your personal library, and you must have permission to edit it.
+
+# Editing a question
+
+To edit a question in your company library:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Library** tab.
+
+3. From the **Library** dropdown, select **My company** to view questions created by you and other team members in your company.
+
+ 
+
+4. (Optional)Filter the list by Role, Skill, Type, or other parameters.
+
+ 
+
+5. Locate the question you want to edit and do one of the following:
+
+ - Click the More options menu (**⋮**) next to the question and select **Edit**.
+
+ 
+
+ - Click the question title to open the preview pane, then click **Edit**.
+
+ 
+
+ \
+
+6. Make the required changes.
+
+ For detailed instructions on creating each question type, see [Creating Custom Questions](https://support.hackerrank.com/collections/6791011056-creating-custom-questions) section. You can use similar steps to modify a question.
+
+7. Click **Save Question** to save your changes, or click **Save & Create Another** to continue editing another question.
+
+ 
+
+ \
+
+\
diff --git a/hackerrank/library/manage-question/9412060538-associating-tags-to-questions.md b/hackerrank/library/manage-question/9412060538-associating-tags-to-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..20e63797994f57bb8b6a5a20d83a9e503d485a23
--- /dev/null
+++ b/hackerrank/library/manage-question/9412060538-associating-tags-to-questions.md
@@ -0,0 +1,71 @@
+---
+title: "Associating Tags to Questions"
+title_slug: "associating-tags-to-questions"
+source_url: "https://support.hackerrank.com/articles/9412060538-associating-tags-to-questions"
+article_slug: "9412060538-associating-tags-to-questions"
+last_updated_exact: "Dec 24, 2024, 2:54 AM"
+last_updated_relative: "Last updated 1 year ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Associating Tags to Questions
+
+_Last updated: Dec 24, 2024, 2:54 AM (Last updated 1 year ago)_
+
+HackerRank for Work allows you to categorize your questions by setting difficulty levels through tags. Based on a question’s complexity, you can assign tags such as Easy, Medium, or Hard. Additionally, you can add custom tags to organize questions by subject or parameters like Algorithm, Problem-Solving, etc.
+
+**Note:** You can only add tags to questions in the **My Company** tab. Questions in the HackerRank Library are non-editable, unless cloned. For more details, refer to the[📄 Cloning a Question](/articles/9746551127)article.
+
+## Steps to Associate Tags to Questions
+
+### Prerequisites
+
+- You must be logged into your HackerRank for Work account as a **Company Admin** user, or
+
+- You must have created the question, or
+
+- The question is shared to you with edit access
+
+### Steps
+
+- Click the **Library** tab on the home page.
+
+- Under **My Company** tab, search for the required question.
+
+- To add tags to an:
+
+ - **Existing question**: Click **Edit**. Note that only questions created by you or your company can be edited.
+
+ - **New Question**: Click **Create Question**.
+
+
+
+- Select tags for your question from the options in the drop-down or add a new tag to your question.
+
+
+
+- If you wish to associate tags based on the difficulty level of your question, you can type keywords such as **Easy**, **Medium,** or **Hard** in the Tags field**.**
+
+- To add a custom tag such as “**Fundamentals**” or “**Beginner**”, click the **Tags** drop-down, type the keywords, and click on **Create**. The tag is created and assigned to the question.
+
+- To remove a tag from a question, click on the **remove** icon for the added tag, as shown below.
+
+
+
+## Viewing the Tags
+
+- Navigate to the **Library** tab, and select the **My Company** tab.
+
+ - On the left search pane, select the difficulty level associated with your question as **Easy**, **Medium,** or **Hard**. Your question is displayed on the right pane. The difficulty tag and other custom tags associated with the question are indicated.
+
+
+
+- You can also view **Tags** for individual candidates. On the candidate summary page, click on the candidate name, and under **Score Distribution**, click on **Tags** to view the scores associated with tags.** **
+
+
+
+- Scores associated with tags and **Tags** can also be viewed in the test **Excel** report and individual candidate **PDF** reports.
+
+Refer to the[📄 Test Labels](/articles/2096315953)article for information about setting test difficulty levels.
diff --git a/hackerrank/library/manage-question/9746551127-cloning-a-question.md b/hackerrank/library/manage-question/9746551127-cloning-a-question.md
new file mode 100644
index 0000000000000000000000000000000000000000..f22fe700bcb266408f6a9abdef8b585c12c1bda3
--- /dev/null
+++ b/hackerrank/library/manage-question/9746551127-cloning-a-question.md
@@ -0,0 +1,81 @@
+---
+title: "Clone a Question Cloning a question"
+title_slug: "clone-a-question-cloning-a-question"
+source_url: "https://support.hackerrank.com/articles/9746551127-cloning-a-question"
+article_slug: "9746551127-cloning-a-question"
+last_updated_exact: "Aug 14, 2025, 12:38 PM"
+last_updated_relative: "Last updated 8 months ago"
+breadcrumbs:
+ - "Library"
+ - "Manage Question"
+---
+
+# Clone a Question Cloning a question
+
+_Last updated: Aug 14, 2025, 12:38 PM (Last updated 8 months ago)_
+
+HackerRank for Work enables you to clone existing questions. When you clone a question, the platform creates an independent copy with a unique Question ID. Any changes made to the original question do not affect the cloned version.
+
+Cloning is useful when you want to create modified versions of a question for different contexts.
+
+**Note**:
+
+You can access questions from two sources in the Library dropdown:
+
+- **My company**: Contains all questions created by you and other users in your company.
+
+- **HackerRank:** Contains the HackerRank repository of assessment questions.
+
+You can clone questions from both sources.
+
+# Cloning a question
+
+To clone a question:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Library** tab.
+
+3. Locate the question you want to clone and do one of the following:
+
+ - Click the More options menu (**⋮**) next to the question and select **Clone**.
+
+ - HackerRank Library
+
+ 
+
+ - My Company Library
+
+ 
+
+ - Click the question title to open the preview pane, click the More options menu (**⋮**), and then select **Clone**.
+
+4. In the **Clone Question** dialog box:
+
+ 1. Click **Okay** to continue.
+
+ 2. Enter a new name for the cloned question.
+
+ 3. Click **Clone**.
+
+ The cloned question opens in the **Edit** workflow.
+
+5. Edit the question as needed:
+
+ 
+
+ - **Step 1:** Update the problem details, question properties, and Interviewer guidelines.
+
+ - **Step 2:** Select the supported programming languages.
+
+ - **Step 3:** Review or edit code stubs and function details.
+
+ - **Step 4:** Add test cases and upload a sample solution.
+
+ For detailed instructions on the above steps for each question type, see the [Creating Custom Questions](https://support.hackerrank.com/collections/6791011056-creating-custom-questions) section.
+
+6. Click **Save question** or **Save & Create Another** if you wish to clone another question.
+
+ \
+
+\
diff --git a/hackerrank/library/question-scoring/2056253220-manual-scoring-for-general-questions.md b/hackerrank/library/question-scoring/2056253220-manual-scoring-for-general-questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..fb812a09227d79f3d445b783b420ac4b5abde87e
--- /dev/null
+++ b/hackerrank/library/question-scoring/2056253220-manual-scoring-for-general-questions.md
@@ -0,0 +1,77 @@
+---
+title: "Manual Scoring for General Question Types"
+title_slug: "manual-scoring-for-general-question-types"
+source_url: "https://support.hackerrank.com/articles/2056253220-manual-scoring-for-general-questions"
+article_slug: "2056253220-manual-scoring-for-general-questions"
+last_updated_exact: "Mar 30, 2026, 2:28 PM"
+last_updated_relative: "Last updated 4 weeks ago"
+breadcrumbs:
+ - "Library"
+ - "Question Scoring"
+---
+
+# Manual Scoring for General Question Types
+
+_Last updated: Mar 30, 2026, 2:28 PM (Last updated 4 weeks ago)_
+
+Manual scoring allows you to review each candidate's submission and assign a score based on your evaluation.
+
+The following **General** question types require manual scoring:
+
+- **Subjective questions**: Candidates submit free-text responses.
+
+- **Whiteboard questions:** Candidates solve problems using a virtual whiteboard interface.
+
+- **File upload questions**: Candidates upload files for evaluation.
+
+- **Diagram questions**: Candidates submit visual solutions that may have multiple valid approaches.
+
+## Prerequisite
+
+The candidate must submit the test.
+
+## Manually score general questions
+
+To manually score general questions:
+
+1. Log in to your **HackerRank for Work** account using your credentials.
+
+2. Go to the **Tests** tab.
+
+3. Open the test you want to evaluate.
+
+4. Go to the **Candidates** tab.
+
+ 
+
+5. Select the candidate whose test submission you want to review. The **Summary Report** opens.
+
+6. Click the question you want to review under **Questions** in the **Performance Overview** tab.
+
+ 
+
+ The **Detailed Report** opens and displays the selected question.
+
+ **Note:** You can also click **View Detailed Report** to open the **Detailed Report** and then select the question you want to review.
+
+ 
+
+7. Review the candidate’s submission based on the question type:
+
+ - **Subjective questions:** Read the submitted text.
+
+ - **Whiteboard**: Review the solution created on the whiteboard
+
+ - **File upload questions:** Select the download link to access and review the submitted file.
+
+ - **Diagram questions:** Review the submitted diagrams.
+
+8. Enter the score for the question in the **Score** field.
+
+ 
+
+9. (Optional) Click **Comments** to add reviewer feedback.
+
+ 
+
+\
diff --git a/hackerrank/library/question-scoring/4666032442-scoring-questions-%28overview%29.md b/hackerrank/library/question-scoring/4666032442-scoring-questions-%28overview%29.md
new file mode 100644
index 0000000000000000000000000000000000000000..c147d8bb2f2c6c2bf1996d4dbdb15230123da0fb
--- /dev/null
+++ b/hackerrank/library/question-scoring/4666032442-scoring-questions-%28overview%29.md
@@ -0,0 +1,161 @@
+---
+title: "Evaluation Methods for Test Questions Evaluation methods by question type"
+title_slug: "evaluation-methods-for-test-questions-evaluation-methods-by-question-type"
+source_url: "https://support.hackerrank.com/articles/4666032442-scoring-questions-%28overview%29"
+article_slug: "4666032442-scoring-questions-%28overview%29"
+last_updated_exact: "Mar 30, 2026, 6:06 PM"
+last_updated_relative: "Last updated 4 weeks ago"
+breadcrumbs:
+ - "Library"
+ - "Question Scoring"
+---
+
+# Evaluation Methods for Test Questions Evaluation methods by question type
+
+_Last updated: Mar 30, 2026, 6:06 PM (Last updated 4 weeks ago)_
+
+HackerRank supports two evaluation methods for questions in a test, based on the question type.
+
+- **Automatic evaluation**: The platform scores candidate responses using predefined criteria such as test cases, answer keys, or scoring rules.
+
+- **Manual evaluation**: You can review candidate responses and assign scores manually.
+
+# Evaluation methods by question type
+
+The table below lists the evaluation method for each question type and provides links to related documentation.
+
+Question Type |
+Evaluation Method |
+Reference Article |
+
Coding |
+Automatic Evaluation |
+[Scoring a Coding question](https://support.hackerrank.com/articles/2474669643-coding-question#scoring-a-coding-question-in-tests) |
+
HTML/CSS/JavaScript +
|
+Manual Evaluation |
+[Scoring an HTML/CSS/JavaScript question](https://support.hackerrank.com/articles/7771245202-html%2Fcss%2Fjavascript-questions#scoring-an-html-css-javascript-question-in-tests) |
+
Database |
+Automatic Evaluation |
+[Scoring a Database question](https://support.hackerrank.com/articles/8826242281-database-engineer-questions#scoring-a-database-question-in-tests) |
+
Approximate Solution |
+Automatic Evaluation |
+[Scoring an Approximate Solution questions](https://support.hackerrank.com/articles/8117531949-approximate-solution-type-question#scoring-an-approximate-solution-question-in-tests) |
+
Generative AI |
+Automatic Evaluation |
+[Scoring a Generative AI question](https://support.hackerrank.com/articles/7355446816-creating-a-rag-retrieval-augmented-generation-question#scoring-a-generative-ai-question-in-tests) |
+
Mobile Developer +
|
+Automatic Evaluation |
+[Scoring a Mobile Developer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#scoring-front-end-back-end-full-stack-and-mobile-and-qa-engineer-questions-in-tests) +
|
+
Data Science |
+Automatic or Manual Evaluation |
+[Scoring a Data Science question](https://support.hackerrank.com/articles/5187107609-data-science-questions#scoring-a-data-science-question-in-tests) |
+
Front-End |
+Automatic Evaluation |
+[Scoring a Front-end Developer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#scoring-front-end-back-end-full-stack-and-mobile-and-qa-engineer-questions-in-tests) +
|
+
Back-End |
+Automatic Evaluation |
+[Scoring a Back-end Developer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#scoring-front-end-back-end-full-stack-and-mobile-and-qa-engineer-questions-in-tests) |
+
Full Stack |
+Automatic Evaluation |
+[Scoring a Full-stack Developer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#scoring-front-end-back-end-full-stack-and-mobile-and-qa-engineer-questions-in-tests) +
|
+
DevOps |
+Automatic Evaluation |
+[Scoring a DevOps question](https://support.hackerrank.com/articles/5929074504-devops-questions#scoring-a-devops-question-in-tests) |
+
Code Review |
+Automatic or Manual Evaluation |
+[Scoring a Code Review question](https://support.hackerrank.com/articles/4262355406-code-review-questions#scoring-a-code-review-question-in-tests) |
+
QA Engineer |
+Automatic Evaluation |
+[Scoring a QA Engineer question](https://support.hackerrank.com/articles/1570281449-creating-front-end%2C-back-end-full-stack-and-mobile-questions#scoring-front-end-back-end-full-stack-and-mobile-and-qa-engineer-questions-in-tests) +
|
+
Multiple Choice |
+Automatic evaluation |
+[Scoring a Multiple Choice question](https://support.hackerrank.com/articles/2513748038-multiple-choice-questions#scoring-multiple-choice-questions-in-tests) |
+
Subjective |
+Manual Evaluation |
+[Manual scoring for General question](https://support.hackerrank.com/articles/2056253220) |
+
Whiteboard |
+Manual Evaluation |
+[Manual scoring for General question](https://support.hackerrank.com/articles/2056253220) |
+
Diagram |
+Manual Evaluation |
+[Manual scoring for General question](https://support.hackerrank.com/articles/2056253220) |
+
Sentence Completion |
+Automatic Evaluation |
+[Scoring a Sentence Completion question](https://support.hackerrank.com/articles/5866154232-sentence-completion-questions#scoring-sentence-completion-questions-in-tests) |
+
File Upload |
+Manual Evaluation |
+[Manual scoring for General question](https://support.hackerrank.com/articles/2056253220) |
+
Prompt Engineering |
+Automatic Evaluation |
+[Scoring a Prompt Engineering question](https://support.hackerrank.com/articles/6081633644-scoring-for-prompt-engineering-questions#scoring-prompt-engineering-questions) |
+
Type of Test Case +
|
+Number of Test Cases |
+Points Assigned to a Test Case |
+Total Possible Points |
+Number of Test Cases Passed by the Candidate |
+Candidate's Total Score |
+
Sample |
+2 |
+0 |
+2*0=0 |
+2 |
+2*0= 0 |
+
Hidden- Easy |
+3 |
+5 |
+3*5=15 |
+3 |
+3*5=15 |
+
Hidden- Medium |
+4 |
+10 |
+4*10=40 |
+3 |
+3*10=30 |
+
Hidden Difficult |
+2 |
+20 |
+2*20=40 |
+1 |
+1*20=20 |
+
Total |
+11 |
+- |
+95 |
+- |
+65 |
+