Module 1: Welcome and getting set up
Choose an account and understand the plans
Allow 3 minutes.
Use your employer's approved Claude account for work. If your employer provides an organisation workspace, ask which workspace to use. A work email address alone does not make a personal subscription a business workspace.
What the plan names mean
| Plan | Practical meaning for a NZ business |
|---|---|
| Free | A place to practise. It includes chat, files and chat-created Artifacts. You can create up to five Projects. |
| Pro | An individual subscription with more usage than Free. |
| Max | An individual subscription with a choice of higher usage tiers. |
| Team | An organisation plan with central administration and billing. It needs at least two members. |
| Enterprise | An organisation plan with additional controls, such as audit logs and custom data retention. |
Free, Pro and Max are personal plans. Team and Enterprise use commercial data terms. More usage does not remove the need for approval to use business information.
Set up for the exercises
Open claude.ai and follow its sign-in or account creation prompts. You do not need to buy a plan for this course. An approved Free account and invented examples are enough.
Free and paid plans can have usage limits. Paying does not guarantee unlimited use. If Claude displays a limit, follow the reset information in the account. Save your exercise notes and continue when access returns. Do not budget on a fixed number of messages per day.
Quick decision
Write your plan name and whether it is a personal account or an organisation workspace. Ask your manager which account your team approves before using real work data.