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The credential type decides whose account an agent acts as when it calls an app. Personal: each person who runs the agent uses their own account. Team: everyone on the team uses one shared team account. Agent-owned: everyone who can use the agent acts through the accounts you pinned to it, including people outside the team.

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How do they compare?

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Personal credentials

A personal credential is an account you connect for yourself. With Use Personal Default, the agent uses the default account of whoever runs it. If you share the agent, each person uses their own account, and nobody gets access to yours. This is the default for every connector on every agent.

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Team credentials

A team credential is an account connected on a team’s Connectors tab. It only works in agents that live in that team, and only when you set the connector to Use Team Default or pin it with Use Specific Accounts. People on the team use the shared account. People without access to the team use their own personal default instead. Changing a team agent’s account affects everyone on the team, so Gumloop asks you to confirm. Steps: Set up team connectors.

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Agent-owned credentials

Agent-owned is a setting on one connector of one agent. Open the connector’s detail view on the agent and, under Credential and accounts, select Agent-owned (“Everyone uses the accounts you pick”) instead of User-owned (User/Team-owned on team agents). Pick the accounts and select Save. The connector then shows Agent owned under its name. Everyone who can use the agent acts through those accounts without getting the credential itself. Keep in mind:
  • In organizations, agent-owned is off by default. An admin turns on the Agent-owned credentials feature for your custom role. See Enable agent-owned credentials.
  • You can’t use it with public link sharing. Turn off the agent’s Public link access first.
  • Duplicating the agent, using it as a template, or moving it to another team removes the pin. The connector goes back to user-owned.
Steps: Agent-owned credentials.

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Which one should I use?

  • Everyone should act as themselves (their own Gmail, calendar, Drive): personal, with Use Personal Default.
  • Everyone on one team should act as the same account, such as a support inbox or the team’s Salesforce: team, with Use Team Default.
  • People outside the team, or Slack members without Gumloop accounts, need the account through one agent: agent-owned.

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FAQ

No. With Use Personal Default or User-owned accounts, each person uses an account available to them. Your accounts are only used for others if you set the connector to Agent-owned.
No. A team connector is a shared account on a team that team members use in team agents. Agent-owned pins accounts to one agent so everyone who can use that agent acts through them, including people outside the team.
Yes. On a team agent, choose Agent-owned and pick the team’s account. People you share the agent with can then use it even if they aren’t on the team.
Your custom role doesn’t include Agent-owned credentials. Ask an Admin or Security admin to turn it on. See Enable agent-owned credentials.

Set up team connectors

Connect a shared account and point an agent at it

Connectors

Full reference for account selection and ownership