# Victor Guides My first project --- ## Getting Started with NotePlan: A Beginner's Guide # Getting Started with NotePlan: A Beginner's Guide Welcome to NotePlan! This guide will walk you through the essential first steps to get you organized and ready to plan your day. Don't worry, the process is simple, and you'll be up and running in just a few minutes. ## Step 1: Understand the Layout When you open NotePlan, you'll see three main areas. On the left is the **Sidebar**, where you can navigate between your notes and folders. The center is the **Editor**, where you'll do all your writing and planning. On the right, you have the **Calendar and Timeline**, which gives you a visual overview of your events and scheduled tasks. ## Step 2: Explore Your Calendar Notes The best way to get started is by exploring the core of NotePlan: your Calendar Notes. In the sidebar under "Calendar Notes," you'll find views for **Daily**, **Weekly**, **Quarterly**, and more. Click on "Daily" to see your plan for today, or select "Weekly" to get a bird's-eye view of the week ahead. ## Step 3: Create Your First Task Navigate to your "Daily" note. This is the perfect place for your to-do list. To create your first task, simply type a hyphen or an asterisk followed by a space, and then write down what you need to do. This creates a bullet point you can use to track your progress. ### You're All Set! Congratulations, you've taken your first steps with NotePlan! You now know how to navigate the interface and create a task. Feel free to add a few more items to your daily plan or click around the other calendar views to see what's possible. ## Summary This beginner's guide provides a clear introduction to the essential first steps for using NotePlan. The article covers understanding the three-pane layout, navigating between different Calendar Notes like Daily and Weekly views, and creating your first task. This provides a solid foundation for leveraging NotePlan's powerful planning and note-taking capabilities. ## Related - [How to Customize Your Interface Appearance and Font](/manage-your-account-and-profile/how-to-customize-your-interface-appearance-and-font) - [How to Update Your Profile Name and Preferences](/manage-your-account-and-profile/how-to-update-your-profile-name-and-preferences) - [How to Connect Claude to Google Drive, Gmail, and Calendar](/integrations-and-extensions/how-to-connect-claude-to-google-drive-gmail-and-calendar) --- ## Manage Your Account and Profile ### How to Update Your Profile Name and Preferences # How to Update Your Profile Name and Preferences This guide shows you how to update your profile name and personalize your experience. Customizing your preferences helps the AI assistant provide more relevant and tailored responses. You will need to be logged into your account to complete these steps. 1. Click on your **profile icon**, which displays your initials, at the bottom-left corner of the screen. 2. Select **Settings** from the pop-up menu. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0025_2d881f5b.jpg) 3. You will be directed to the **General** settings page. Here, you can update your profile information. 4. To change your display name, type your new name in the **Full name** field. 5. To change how the assistant addresses you, enter a new name in the **What should Claude call you?** field. 6. Add or update your personal context in the **What personal preferences should Claude consider in responses?** text box to receive more personalized answers. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0035_df62c5f5.jpg) ## Summary This article explains how to modify your user profile within the settings menu. By updating your name and personal preferences, you can ensure the AI assistant interacts with you in a more personalized and effective manner, tailoring its responses to your specific context. ## Related - [Managing your account settings](#article-1101) - [Customizing the user interface](#article-1102) - [Setting up notifications](#article-1103) --- ### How to Customize Claude's Responses with Personal Instructions # How to Customize Claude's Responses with Personal Instructions This guide shows you how to customize Claude's responses by providing personal instructions. Adding context about your role, industry, and preferred communication style helps Claude generate more relevant and personalized answers. You will not need any specific tools, just access to your account settings. 1. Click on your profile icon located at the bottom-left of the navigation panel. 2. Select **Settings** from the menu that appears. 3. On the **Settings** page, ensure you are in the **General** tab. 4. Locate the **Profile** section and find the text box labeled **What personal preferences should Claude consider in responses?** 5. Enter your personal instructions in the text box. Claude automatically saves your changes. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0034_5786e2b3.jpg) ### Tips For the best results, provide specific details about your job title, industry, company, objectives, and preferred tone (e.g., formal, casual, technical). The more context you give, the better Claude can tailor its responses to your needs. ## Summary This article explains how to set personal preferences within your account settings to guide Claude's responses. By providing specific instructions about your role and communication style, you can ensure the AI's output is consistently aligned with your needs, saving time and improving the quality of your interactions. ## Related - [Managing your account settings](#article-7156) - [Understanding Claude's memory](#article-3122) - [Getting started with Claude](#article-6981) --- ### How to Customize Your Interface Appearance and Font # How to Customize Your Interface Appearance and Font This article will guide you on how to change the color theme and font style of your interface. Customizing the appearance can help improve readability and provide a more comfortable user experience to suit your preferences. 1. Click your **profile icon**, located at the bottom-left corner of the screen. 2. Select **Settings** from the menu that appears. 3. On the **Settings** page, make sure the **General** tab is selected. Scroll down to find the **Appearance** section. 4. Under the **Color mode** heading, select your preferred theme: **Light**, **Auto**, or **Dark**. 5. Under the **Chat font** heading, choose your desired font from the available options. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0038_0192545a.jpg) ## Summary This article explains how to personalize your workspace by adjusting the interface's color mode and font. Following these steps allows you to tailor the visual settings for better comfort and accessibility. ## Related - [Update Your Profile and Personal Information](#article-2001) - [Navigating the Claude Interface](#article-1002) - [Understanding and Using Claude's Memory](#article-3004) --- ### How to Configure Your Notification Settings # How to Configure Your Notification Settings This guide explains how to configure your notification settings in Claude. Following these steps will allow you to control when you receive alerts for completed tasks and other important updates. You must be logged into your Claude account to access these settings. 1. Click on your **profile icon** in the bottom-left corner of the navigation panel. 2. Select **Settings** from the menu that appears. 3. On the Settings page, ensure you are in the **General** tab and scroll down to the **Notifications** section. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0038_0192545a.jpg) 4. Click the toggle next to **Response completions** to turn notifications on or off. This setting controls alerts for when Claude has finished a long-running task. 5. Click the toggle next to **Emails from Claude Code on the web** to manage email alerts for when a web build is complete or requires your input. ## Summary This article provides a step-by-step walkthrough of how to access and manage your notification preferences. Configuring these settings allows you to customize the alerts you receive, ensuring you stay informed about key activities without unnecessary interruptions. ## Related - Updating Your Profile Information - Managing Your Subscription Plan - Navigating the Dashboard --- ### How to Review Active Sessions and Log Out of Devices # How to Review Active Sessions and Log Out of Devices Regularly reviewing your active sessions is a great way to ensure your account's security. This guide shows you how to check all the devices currently logged into your account and how to log out of all devices at once. You will need to be logged into your account to perform these actions. 1. Click on your profile icon, located at the bottom-left of the screen. 2. Select **Settings** from the menu that appears. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0025_2d881f5b.jpg) 3. In the Settings menu on the left, click on the **Account** tab. 4. Scroll down to the **Active sessions** section. Here you can review a list of all devices, their locations, and the dates they were last active. 5. To end all sessions except your current one, click the **Log out** button next to **Log out of all devices**. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0049_9eb8281a.jpg) ### What to do if you see an unrecognized session If you notice a device or location in your active sessions that you don't recognize, we recommend immediately clicking **Log out of all devices** and then changing your password for added security. ## Summary This article explains how to manage your account security by reviewing all active login sessions. By following these steps, you can identify which devices are connected to your account and remotely log out of all of them, which is a crucial step in protecting your data if you suspect unauthorized access or have lost a device. ## Related - How to change your password - Updating your profile information - Deleting your account --- ### How to Delete Your Claude Account # How to Delete Your Claude Account This guide provides instructions on how to permanently delete your account and all associated data. Please note that this action is irreversible. Before you begin, you must first cancel your Claude Pro subscription if you have one. 1. Click on your profile icon, located in the bottom-left corner of the screen. 2. Select **Settings** from the pop-up menu. 3. From the settings menu on the left, click the **Account** tab. 4. Click the **Delete account** button to proceed with the deletion process. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0049_9eb8281a.jpg) ### Important Information You must cancel your Claude Pro subscription before you can delete your account. If you have an active subscription, the **Delete account** button will be disabled. Please refer to the article on managing your subscription for instructions on how to cancel. ## Summary This article explains the necessary steps to permanently remove your account from the platform. By following this guide, you can navigate to your account settings and initiate the deletion process, ensuring your data is handled according to your preferences. ## Related - [Managing Your Subscription](#article-1342) - [Managing Your Account Settings](#article-6501) - [Privacy and Data Management](#article-8293) --- ## Usage and Subscription ### Monitor Your Plan Usage Limits # Monitor Your Plan Usage Limits The **Usage** page provides a clear overview of your current consumption against your plan's limits. You can find this page by navigating to **Settings > Usage**. It's the best place to check if you're approaching your weekly limits or to manage continued access. ## Understanding Usage Metrics The main section of this page displays progress bars that visualize your usage. These metrics help you understand your consumption at a glance. - **Plan usage limits:** This shows your usage within a single, continuous conversation or session. The **Current session** bar resets when you start a new chat. - **Weekly limits:** This tracks your total usage across **All models** against a recurring weekly quota. The page indicates the exact day and time your limits will reset. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0055_b3f9e251.jpg) ## Extra Usage To ensure your work is not interrupted, you can enable continued use even after reaching your plan's limits. The **Extra usage** section contains a toggle that allows you to keep using the service if you hit a limit, which may be subject to additional charges. ### Tips for Managing Your Usage Regularly check the **Usage** page to anticipate when you might hit your limits, especially during periods of heavy use. Knowing your reset day and time can help you plan your tasks more effectively. ## Summary This article provides a guide to the **Usage** settings page, where you can monitor your session and weekly plan limits. By understanding these metrics, you can manage your consumption and enable extra usage to maintain uninterrupted access to the platform's features. ## Related - [Managing your account settings](#article-1101) - [Understanding your subscription plan](#article-1102) - [How to upgrade or downgrade your plan](#article-1103) --- ### How to Enable Extra Usage to Continue Chats # How to Enable Extra Usage to Continue Chats This article explains how to enable the extra usage feature for your account. Turning this on allows you to continue your conversations with Claude even after you've reached your plan's weekly limits, ensuring uninterrupted workflow. You will need to be logged into your Claude account to perform these steps. 1. Click your **profile icon** in the bottom-left corner of the screen. 2. From the pop-up menu, select **Settings**. 3. In the Settings menu on the left, click on the **Usage** tab. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0053_e4409251.jpg) 4. In the **Extra usage** section, click the toggle to turn the feature on. ## Summary This guide details the process of activating the extra usage option within your account settings. By enabling this feature, you can seamlessly continue using Claude's services beyond your standard plan limits, ensuring your productivity is never halted by usage caps. ## Related - [Understanding your usage limits](#article-2003) - [Managing your subscription plan](#article-2002) - [Understanding the Claude interface](#article-1003) --- ## Customize Claude's Capabilities ### How to Enable and Manage Artifacts # How to Enable and Manage Artifacts This guide shows you how to enable and manage the Artifacts feature in your account settings. Artifacts allow Claude to generate content like code snippets, text documents, or website designs in a dedicated window, making it easier to work with complex outputs. You will need access to your account settings to complete these steps. 1. Click on your profile icon, located in the bottom-left corner of the screen. 2. Select **Settings** from the menu that appears. 3. In the Settings menu on the left, click on **Capabilities**. 4. In the **Artifacts** section, click the toggle switch to enable or disable the feature. The toggle will appear blue when Artifacts are enabled. 5. You can also manage **AI-powered artifacts**, which allow for the creation of apps and prototypes, using the toggle directly below. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0100_fe809763.jpg) ### Tips If you are unable to find the Artifacts option in your settings, please verify that your subscription plan includes this feature. Some advanced capabilities may only be available on specific plans. ## Summary This article provides a step-by-step walkthrough for enabling and disabling the Artifacts feature. By managing this setting, you can control whether Claude generates interactive content in a dedicated panel, allowing you to tailor your workspace for tasks like coding, design, and document creation. ## Related - [Overview of Artifacts](#article-4101) - [Using Code Interpreter](#article-4102) - [Working with Memory](#article-4103) --- ### How to Enable Code Execution and File Creation # How to Enable Code Execution and File Creation This guide will show you how to allow Claude to execute code and create files directly within your workspace. Enabling this capability unlocks advanced functionality, such as creating and editing documents, spreadsheets, and reports. You will need to be logged into your account to access these settings. 1. Click on your **profile icon** at the bottom left of the screen. 2. Select **Settings** from the pop-up menu. 3. In the left navigation menu, click on the **Capabilities** tab. 4. Locate the **Code execution and file creation** section. 5. Click the toggle to enable the feature. The toggle will turn blue when it is active. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0104_5549995b.jpg) ## Summary This article explains how to activate the code execution and file creation feature in your account settings. By enabling this, you grant Claude the permission to run code on a secure server, which is necessary for generating and modifying various file types like documents, spreadsheets, presentations, and PDFs on your behalf. ## Related - [Understanding Claude's Capabilities](#article-4198) - [Enable AI-powered artifacts](#article-6732) - [Manage your account settings](#article-5501) --- ### How to Enable Memory for Smarter Conversations # How to Enable Memory for Smarter Conversations This guide shows you how to enable Claude's Memory feature. Activating this allows Claude to remember details from your past conversations, providing more relevant and personalized responses over time. You can access this setting from your user profile. 1. Click on your **profile icon** at the bottom-left of the main screen. 2. Select **Settings** from the pop-up menu. 3. From the navigation menu on the left, click on the **Capabilities** tab. 4. Scroll down to the **Memory** section. 5. Click the toggle next to **Generate memory from chat history** to enable the feature. The toggle will turn blue, indicating that Memory is now active. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0112_4af2cd04.jpg) ### Good to Know Once enabled, you can see when your memory was last updated under the toggle switch. This helps you understand how current the context is that Claude is using. ## Summary This article guides you through enabling the Memory feature in your account settings. By activating this capability, you empower Claude to retain context from previous chats, leading to more coherent, personalized, and efficient conversations. ## Related - [Managing Your Profile and Preferences](#article-2001) - [Using Projects to Organize Your Work](#article-3001) - [Account Security and Active Sessions](#article-2004) --- ### How to Add Custom Skills for Repeatable Instructions # How to Add Custom Skills for Repeatable Instructions This guide explains how to add custom Skills in Claude. By creating Skills, you can save repeatable instructions for common tasks, ensuring consistent results and saving you time. You will need to be logged into your Claude account to access your settings. 1. In the bottom-left corner of the screen, click on your **profile icon**. 2. From the pop-up menu, select **Settings**. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0025_2d881f5b.jpg) 3. On the Settings page, navigate to the **Capabilities** tab in the left-hand menu. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0057_0e07f7af.jpg) 4. Scroll down to the bottom of the page to find the **Skills** section. 5. Click the **+ Add** button to open the new skill editor. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/114_3182e117.jpg) 6. In the text field, write the detailed instructions for the task you want Claude to perform. Be as specific as possible. 7. Give your Skill a memorable name to easily identify it later. 8. Click **Save Skill** to add it to your collection. ## Summary This article guides you through creating custom Skills, which allow you to save and reuse complex instructions for Claude. This feature helps standardize outputs, streamline your workflow, and make your interactions with the AI more efficient by teaching it your specific preferences and processes. ## Related - How to manage your profile settings - How to use Memory to remember chat history - Connecting to external tools and services --- ## Integrations and Extensions ### How to Connect Claude to Google Drive, Gmail, and Calendar # How to Connect Claude to Google Drive, Gmail, and Calendar This guide shows you how to connect your Claude account to your Google services, including Drive, Gmail, and Calendar. Integrating these tools allows Claude to access and reference your files and information, providing more contextually aware responses. You will need login access to both your Claude and Google accounts to complete this process. 1. Click on your profile icon, located in the bottom-left corner of the screen. 2. Select **Settings** from the menu that appears. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0025_2d881f5b.jpg) 3. From the navigation menu on the left, click on the **Connectors** tab. 4. Locate the Google service you wish to integrate, such as **Google Drive**, **Gmail**, or **Google Calendar**. 5. Click the **Connect** button next to the corresponding service. 6. A new window will open. Follow the on-screen instructions to sign in to your Google account and grant Claude the necessary permissions. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0117_6e349d0c.jpg) ## Summary This article provides a step-by-step walkthrough on how to connect Claude with your essential Google Workspace applications. By enabling these connectors, you empower Claude to seamlessly reference your documents, emails, and calendar events, which significantly enhances its ability to provide personalized and context-rich assistance across your tasks. ## Related - What are Connectors? - Understanding Claude's Capabilities - Using Claude with Your Files and Data --- ### How to Connect Claude to GitHub # How to Connect Claude to GitHub This guide shows you how to connect your Claude account to GitHub. Integrating with GitHub gives Claude access to your repositories, allowing it to provide more context-aware assistance with your code. You will need your Claude and GitHub account credentials to complete the connection. 1. Click on your **profile icon** located at the bottom-left corner of the interface. 2. Select **Settings** from the menu that appears. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0025_2d881f5b.jpg) 3. Navigate to the **Connectors** tab in the left-hand settings menu. 4. Find the GitHub row in the list of available connectors and click the **Connect** button. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0117_6e349d0c.jpg) 5. You will be redirected to GitHub. Follow the on-screen instructions to authorize the connection and grant Claude the necessary permissions. ## Summary Connecting Claude to GitHub enhances its ability to understand and assist with your software development projects. This integration provides a direct link to your codebase, enabling more accurate code generation, debugging, and project analysis directly within your chats. ## Related - Connecting Claude to Your Tools (Overview) - Introduction to Claude Code - How to Connect Claude to Google Drive --- ### How to Install Claude Desktop and Mobile Apps # How to Install Claude Desktop and Mobile Apps This guide will show you how to find and install the official Claude applications for your desktop and mobile devices. Installing these apps allows you to integrate Claude directly into your workflow, providing seamless access outside of the web browser. You will need access to your Claude account to begin. 1. From the main chat interface, navigate to the bottom-left corner of the sidebar. 2. Click the **Get apps and extensions** icon. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0010_fb9f1ae5.jpg) 3. You will be directed to the 'Do more with Claude, everywhere you work' page. 4. Locate the desired application under the 'Claude Code' or 'Extension' sections. 5. Click the corresponding **Install** or **Download** button to begin the installation process for your selected app (e.g., iOS, Android, VS Code, Chrome). ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0013_ff68114b.jpg) ### Tip Alternatively, you can access this page by clicking on your profile icon at the very bottom-left of the screen and selecting **Get apps and extensions** from the pop-up menu. ## Summary This article provides step-by-step instructions for locating the download page for Claude's desktop, mobile, and browser applications. By integrating Claude into your favorite tools and devices, you can enhance productivity and access AI assistance wherever you work. ## Related - [Connecting Claude to your tools](#article-4001) - [Managing your profile and preferences](#article-2001) - [Using Claude's advanced features](#article-3003) --- ### How to Install Claude Extensions for Browsers and Applications # How to Install Claude Extensions for Browsers and Applications This guide shows you how to install Claude's browser and application extensions. Following these steps will allow you to access Claude's capabilities directly within your favorite tools, streamlining your workflow. You will need to be logged into your Claude account. 1. From the main chat interface, navigate to the bottom of the left-side navigation panel. 2. Click on the **Get apps and extensions** icon, located to the right of your profile name. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0009_b6b5f4c0.jpg) 3. You will be directed to the 'Do more with Claude, everywhere you work' page. Here you can browse the available extensions. 4. Locate the extension you want to add (e.g., Chrome, VS Code, Slack) and click the corresponding **Install** or **Download** button to begin the setup process. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0013_ff68114b.jpg) ## Summary This article provides step-by-step instructions on how to find and install Claude extensions. By accessing the extensions marketplace, you can integrate Claude with various browsers, desktop applications, and development environments, enhancing your productivity by bringing AI assistance directly into your existing workflows. ## Related - [Overview of Claude Integrations](#article-4001) - [Connecting to Google Drive and Gmail](#article-4003) - [Managing Your Profile Settings](#article-2001) --- ### How to Configure Claude Desktop App Settings and Shortcuts # How to Configure Claude Desktop App Settings and Shortcuts This guide shows you how to customize the Claude desktop app to better fit your workflow. You will learn how to access the desktop-specific settings to manage startup behavior and configure keyboard shortcuts for quick access. To follow these steps, you must have the Claude desktop application installed on your computer. 1. Click your profile icon, located in the bottom-left corner of the application window. 2. Select **Settings** from the pop-up menu. 3. In the settings menu on the left, scroll down to the 'Desktop app' section. 4. Click on the **General** tab to open the desktop settings. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0129_9c3e60a9.jpg) 5. To have Claude open automatically when you start your computer, click the toggle next to **Run on startup**. 6. To set a new shortcut for opening a message window, click the field next to **Quick access shortcut** and press your desired key combination. 7. To create a shortcut for activating voice input, click the field next to **Voice shortcut** and press your chosen key combination. 8. To show or hide the Claude icon in your system's menu bar, click the toggle next to **Menu bar**. ## Summary This article explains how to access and modify the general settings for the Claude desktop application. By following these steps, you can configure the app to run on startup and set custom keyboard shortcuts for quick messaging and voice commands, tailoring its behavior to your personal workflow. ## Related - [Getting started with Claude](#article-6981) - [Managing your account settings](#article-4509) - [Using Claude Code](#article-2378) --- ## Advanced and Developer Settings ### How to Configure Your Claude Code Settings # How to Configure Your Claude Code Settings This guide will show you how to access and configure your Claude Code settings. Customizing these settings allows you to tailor the behavior of Claude's agentic coding tool to fit your specific workflow, including managing permissions, worktree locations, and branch prefixes. You will need access to your account settings. 1. Click your profile icon, located in the bottom-left corner of the screen. 2. Select **Settings** from the menu that appears. 3. On the Settings page, navigate to the **Claude Code** section in the left-hand menu and click on it. 4. Adjust your settings as needed:Toggle **Allow bypass permissions mode** to let Claude work uninterrupted. Be aware this involves security risks.Select a **Worktree location** to define where isolated coding sessions are stored.Enter a custom **Branch prefix** to change the default naming for branches created by Claude. 5. Review and manage your **authorization tokens** or adjust **sharing settings** at the bottom of the page. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0121_7d09b220.jpg) ### Important Security Note Enabling **Allow bypass permissions mode** can be useful for certain workflows, but it allows Claude to run arbitrary commands. This can result in data loss, system corruption, or data exfiltration. Always follow best practices for safe usage as recommended in the UI. ## What This Article Covers This article provides a step-by-step walkthrough of the Claude Code configuration page. It explains how to modify key settings that control the tool's permissions, file storage locations, and branch naming conventions, enabling you to optimize your development environment for greater efficiency and control. ## Related - [Overview of Claude Code](#article-6310) - [How to use Claude Code in your terminal](#article-6311) - [Managing your account settings](#article-6301) --- ### How to Set Global Instructions for Cowork Sessions # How to Set Global Instructions for Cowork Sessions This guide shows you how to set global instructions that apply to all of your Cowork sessions. Providing consistent context, preferences, or conventions helps Claude deliver more tailored and efficient assistance. You will need access to your account to complete these steps. 1. Click your **profile icon** at the bottom-left corner of the screen. 2. Select **Settings** from the pop-up menu. 3. From the settings navigation menu on the left, click **Cowork**. ![](https://otegsqwqycxxjehewzxi.supabase.co/storage/v1/object/public/published-media/372c9b3f-8c1c-46c0-80ad-c5047fda8876/media/0123_c937d107.jpg) 4. Under the Instructions section, click the **Edit** button. 5. Enter your preferences, conventions, or any context you want Claude to always know in the provided text field. 6. Click **Save** to apply your global instructions to all future Cowork sessions. ## Summary This article explains how to configure global instructions for your Cowork sessions. By setting these instructions, you ensure Claude consistently applies your specified preferences and context across all collaborative tasks, which improves the efficiency and relevance of its assistance. ## Related - [What is Cowork?](#article-4001) - [Collaborating with Claude in Cowork](#article-4003) - [Managing Your Profile and Preferences](#article-2001) ---