Migrate your organization from Team to Enterprise (original) (raw)

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 will allow you to preserve your data (memberships/roles, conversations and projects) and some of the settings from your Team plan organization. If you create a brand new Enterprise organization, then you'll need to set up everything from scratch.

There are two ways to upgrade: upgrade using the self-serve flow, or follow the sales-assisted flow if you’re working with an Anthropic account executive on an invoiced or contracted agreement. The steps and timing differ, so use the section that matches your situation.

What's retained (same organization upgrade)

Before you migrate

If you previously set a spend limit on your Team plan, consider increasing it before your go-live date so users aren’t locked out. Once the org-level spend limit is reached, all users lose access immediately until the spend limit is raised or the new month begins.

Migrate from Team to self-serve Enterprise

You can migrate from a Team plan to a self-serve Enterprise plan by following these steps:

Migrate from Team to sales-assisted Enterprise

You can migrate from a Team plan to a sales-assisted Enterprise plan through the Anthropic sales team. If your organization is migrating to a sales-assisted Enterprise plan, review the following before your go-live date:

After you migrate

After your self-serve or sales-assisted migration is complete, we recommend reviewing the following settings.

Capabilities

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.

Your underlying data is preserved even when a capability is turned off. For example, if your Team plan had skills enabled and members had created custom skills, those skills are not deleted during the migration—they're retained in your organization. When an admin re-enables skills on the Enterprise plan, any previously created custom skills will be available again. The same applies to other default-off capabilities: turning the setting back on restores access to existing content rather than starting from scratch.

The following capabilities are default-off for Enterprise plans:

Per-user spend limits

Go to Organization settings > Usage and review per-user spend limits for all members. Clear or adjust any that are no longer appropriate for your Enterprise plan configuration.

Seat assignments

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. Pay attention to your highest-usage members, and note that users who appear as unassigned won’t have access until an admin corrects their seat assignment.

Role-based access controls

After migrating your organization from a Team plan to an Enterprise plan, an Owner or Primary Owner can follow the instructions to configure custom roles, groups, and group spend limits: Set up role-based permissions on Enterprise plans.

Read more about groups, group spend limits, and custom roles:

Additional information

SSO and identity setup timeline

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?

If you had purchased usage credits for your Team plan, any unused balance 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 and clicking "Manage" under Total seats.

Helpful resources

What is the Team plan?What is the Enterprise plan?How am I billed for my Enterprise plan?Manage usage credits for Team and seat-based Enterprise plans Find and join a Team or Enterprise organization