Groups & permissions

Functional groups control what Claude knows about each team and what tools each member can access.

What are functional groups

A functional group is a named team unit — like "Marketing", "Engineering", or "Finance" — that bundles together three things Claude needs to work effectively for that team:

🧠

Claude role

A system prompt that defines how Claude should behave for this group.

🔌

Integration access

Which tools and APIs Claude can call on behalf of group members.

👥

Members

The people who inherit this group's context when they use Claude.

A person can belong to multiple groups. Claude aggregates context from all of their groups when get_my_context is called.

Create a group

1
Go to Dashboard → Groups.
2
Click "New group" in the top right.
3
Enter a group name and optional description. The name is how Claude identifies the group — keep it clear and consistent.
4
Click Create. The group editor opens immediately.

Assign integrations

Integrations are added at the org level first (Dashboard → Integrations), then granted to specific groups.

1
Open the group and go to the Permissions tab.
2
Click "Add integration". A list of org-connected integrations appears.
3
Select an integration and choose which scopes to grant (see scope permissions below).
4
Click Save. Members can now use that integration via Claude.

Tip: Only assign integrations a group actually needs. Minimal permissions make it easier to audit and reduce risk if credentials are ever compromised.

Set scope permissions

Each integration exposes a set of scopes — granular permission flags that control exactly what Claude can do with that integration on behalf of the group.

Read

Claude can fetch data (records, reports, contacts). No writes.

Write

Claude can create or update records. Typically requires explicit approval.

Admin

Full access including destructive actions. Grant only to trusted groups.

Scopes are surfaced to Claude via list_my_integrations. Claude will not attempt actions outside permitted scopes.

Add members

Open the group and go to the Members tab. Use the search field to find people by name or email and add them.

→Membership takes effect immediately — Claude picks up the new context on the next tool call.
→Removing a member immediately revokes their access to that group's Claude role and integrations.
→Members can belong to multiple groups. Their combined context is merged when Claude calls get_my_context.

Questions about group structure?

We can help you design the right group layout for your org.

Contact support