Guides/Playbook

Claude Chat and Cowork merge: Review carried-over permissions

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A conversation outline receiving a folder with its existing access tabs still attached

Claude merges Chat and Cowork

General Analysis

On September 16, 2026, Anthropic announced that Claude Chat and Cowork are merging. The rollout starts with Pro and Max over the following weeks. Work that previously required choosing Cowork becomes available from an ordinary conversation, using the context and connections the account already has.

Start with the permissions already on the account. A folder or connector approved for an earlier task may still be available when someone starts a new conversation. Review that access and any unattended work before handing over another task. This procedure draws on Anthropic's documentation; General Analysis has not tested the migration.

Establish which experience the account has#

Anthropic's migration guide says Pro/Max accounts move in stages. If the message box still offers separate Chat and Cowork choices, that account has not moved. After migration, users cannot switch back. Existing tasks, connectors, skills, and projects carry over.

Record the plan, account, client version, and visible experience before comparing settings. Two users on the same plan may be in different rollout cohorts. A screenshot from a migrated personal account cannot establish what an Enterprise member sees.

Anthropic promises Enterprise administrators at least 30 days' notice before their organizations change. That is an advance-notice commitment, not a September 16 Enterprise migration date. Security teams can prepare the review now while keeping their current organization controls in force.

Detect and respond to employee AI agent risk

General Analysis AI Detection and Response monitors employee AI agents across files, browsers, MCP servers, connectors, scheduled work, and downstream business actions. It gives security teams the trace, policy decision, and response workflow needed to stop unsafe data movement.

Separate connector loading from action approval#

Two settings named Auto can lead to a mistaken access review. Tool access controls when connectors enter the conversation. The permission mode controls how actions receive approval.

SettingWhat it decidesWhat to review
Tool access: AutoClaude chooses which connectors to loadWhich connected services remain eligible
Tool access: Always availableConnectors load at conversation startWhether every connection still has a purpose
Tool access: On demandClaude searches for relevant connectors before loading themDo not treat delayed loading as revoked access
Permission mode: ManualActions follow manual approval rulesSaved tool preferences and the actual prompt behavior
Permission mode: AutoAutomated safety checks evaluate actionsWhether unattended action authority fits this task

The new experience defaults to Manual, and its permission setting applies to the whole conversation. Anthropic's Cowork permission matrix qualifies that behavior: in Manual mode, a connector tool marked Always allow is approved, while a tool marked Needs approval asks. Blocked tools remain denied. Organization policy can impose additional restrictions.

Choose Manual for the initial review, then inspect the tool preferences underneath it. Merely seeing “Manual” is insufficient evidence that every consequential connector action will produce a fresh prompt. Likewise, changing tool loading to On demand leaves the connection available for Claude to discover.

Consider a sample task: summarize a project update and leave the draft in the conversation. Reading the connected document and posting the draft to a shared channel require different authority. Check whether the account can do both before using real project material. Asking for a summary should not authorize its distribution.

Review what carried over#

Use the migration guide's new settings locations to inspect the account:

  • Open Customize > Connectors and identify the services still connected. For each, record the connected identity and business purpose, then remove access that is no longer needed.
  • In Desktop settings, review Trusted folders. Give each retained folder an owner and a reason to remain accessible; replace broad grants with a dedicated working folder where practical.
  • Check Instructions for Claude under Settings > General. Cowork's Global instructions move there. Remove obsolete workflow assumptions, but enforce sensitive access through permissions and the connected system.

Review browser and computer-use permissions separately from connector tools. Anthropic's safety guidance warns that computer use acts on the screen without the same permission checks that gate other tools. A connector's approval preference therefore does not establish what a permitted desktop app can do.

For an organization's account-boundary cleanup, use the separate Claude account restrictions guide. For device, browser, and network controls, use how to secure Claude Cowork.

Pause unattended work explicitly#

Closing Desktop cuts off access to the computer while it is offline. It does not establish that cloud work has stopped. Anthropic documents cloud sessions and server-side processing, including processing of local files opened through the Desktop bridge. Taking the device offline cannot recall data already read.

Open Scheduled and review each task's instructions, cadence, approval mode, and recent runs. Scheduled tasks have access to configured connectors and plugins. Pause or delete unused schedules through those controls. Inspect currently running sessions separately; pausing a schedule should not be recorded as proof that an already-started run ended.

The scheduling page says remote tasks cannot be tied to local folders, but its manual setup section also describes local folders. Do not assume every inherited task has identical execution requirements. Record whether the specific task uses cloud files, connectors, or a local dependency, and leave that field unresolved if the interface and documentation disagree.

For the first review, keep schedules limited to harmless sample inputs and draft outputs. Anthropic recommends avoiding unattended work involving sensitive information or consequential actions. Review the next run before restoring a useful schedule to normal operation.

Prepare Enterprise acceptance without assuming policy parity#

The current Team and Enterprise documentation describes separate controls for Cowork availability, cloud sessions, Automatically approve mode, and Always allow for connector tools. These are the baseline to record before an organization migrates.

The write-tool setting deserves its own check. When Allow “Always allow” for connector tools is off, saved always-allow preferences for write tools are not honored and members approve them per task. Read-only exemption depends on the connector annotating its tools accordingly. An administrator should not infer an exemption from a friendly tool name.

When the organization receives its rollout notice, compare the actual new settings with that baseline. Verify one ordinary permitted workflow and the approval required for a harmless sample write. Record the effective role, tool preference, and organization policy together. The current documentation does not establish every detail of policy behavior in the future merged Enterprise experience.

Record the review outcome#

Keep a short record for each account or pilot group. The example below is a review format, not a Claude settings file. Fill its unresolved fields from observed settings and authorized checks.

Code source: illustrative.

YAML
review_id: chat-cowork-migration-01 account_plan: Pro experience: unverified reviewed_at: null action_approval_mode: unverified connector_loading_mode: unverified retained_access: connectors: [] trusted_folders: [] browser_and_app_grants: [] scheduled_work: inventory_complete: false unnecessary_schedules_paused: false active_runs_reviewed: false sample_workflow: expected_output: conversation-draft-only observed_result: unverified evidence_reference: null review_owner: null

Add the client version and relevant policy settings to the evidence reference. Keep secrets and private document contents out of the record. An empty connector list means the inventory is unfinished until the reviewer confirms otherwise.

Close the review when retained access has a purpose, unnecessary schedules are paused, and the permitted workflow behaves as expected. Assign an owner to any unresolved grant or policy difference before widening the rollout.

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