Set up Workspace Setup for Claude on Mac.
Download Workspace Setup from your purchase email, open the setup in your assistant and follow the guided setup. Set up in under 30 minutes.
Before you begin.
Claude Desktop for macOS with its Code tab, running a Local session.
A Claude Pro, Max, Team or Enterprise subscription. Your Claude subscription is separate from the downloadable setup.
From download to first task.
Download your setup.
Open your purchase email and click your download link. The same downloadable setup works with Claude and with ChatGPT, and no account is needed. Keep LICENSE.txt inside the extracted setup. It records your license reference and your seat.
Unzip the setup somewhere you control.
Double click the ZIP in Finder and it extracts beside itself. Move the extracted setup somewhere iCloud does not sync while you set up, then work from there rather than the ZIP.
Open a local Claude Code session.
Open Claude Desktop, select Code, choose Local and select the extracted setup. Start a session there. If Jordan and the specialists do not appear, quit and reopen the app once.
Run the guided workspace setup.
Run /setup and answer each question about your role, business, writing style and recurring work. Add only documents you are allowed to use. Review what it prepares and read the safety rules before the first real task.
Review permissions before connecting accounts.
Allow access to this setup only. Keep approval prompts on for outside actions. Connect only the mail, calendar and files you need. Mail access must be limited to reading and drafting. Never grant permission to send. If a connection cannot be limited that way, leave it off and write to us.
Check Jordan and the specialists.
Ask: "Jordan, introduce yourself and list the specialists in this setup and their roles. Then draft a short morning briefing from the context I provide. Do not send anything or connect any accounts." Compare the answer with the team listed in your setup. If Jordan or the specialists are missing, stop and use the troubleshooting below.
Keep your own work when updating.
Your email links give the current release while they are valid. The monthly support plan includes support within one business day and ongoing setup updates. Reply to the purchase email for help or fresh links. Apply updates yourself: back up your setup, then follow the release notes to replace the system files and keep your own work.
If something needs attention.
The download link expired.
Reply to your purchase email for fresh links. The emailed links work for 90 days and need no account.
My purchase email is missing.
Check the inbox and spam folder for the address entered at checkout. A delayed payment must clear first. For a team purchase, ask the purchaser for the files covered by your seat.
Jordan or a specialist is missing.
Confirm that the ZIP was fully extracted, that you opened the setup itself rather than its parent, and that you chose the right download for your app. Restart the app and start a fresh session. If the check still fails, write to us with the email address you used at checkout. Do not send business documents.
The app asks for broader permissions.
Decline and check which action or connection asked for access. Keep sending, money and anything destructive under your control. Write to us before continuing if you are unsure.
Still stuck? Help and support.