Skip to main content
A team connector is an app account that belongs to a team instead of one person, such as a shared inbox, CRM, or Slack workspace. To set one up, connect the account on the team’s Customize > Connectors tab, put the agent in that team, and set the agent’s connector to Use Team Default. Not sure a team connector is the right choice? See Personal vs team vs agent-owned credentials.

​
Before you start

  • Creating a team needs the organization Admin or Manager role. See Create a team.
  • Adding a team connector needs the Team Admin role on that team. In organizations, your custom role also needs Team credential addition, which is on by default.
  • Using a team connector only works for people on the team, in agents that live in that team.

​
Connect the account to the team

1

Create a team, or open an existing one

To use a team you’re already on, select it under Teams in the left sidebar and skip to the next step.To create one, select the + next to Teams in the left sidebar.
Left sidebar Teams section with a plus button next to the Teams label and the teams Bug Testing, Default Team, and New Team listed below
In the New Team dialog, pick an icon, enter a Team name, and select Create.
New Team dialog with an icon picker, a Team name field filled with Sales Ops, and Cancel and Create buttons
Then add people with Invite at the top right of the team page.
2

Open the team's connectors

In the team’s menu, select Customize. The Connectors tab opens with the note “Anyone on this team can use these connectors.”
Default Team menu listing Home, Agents, Tasks, Triggers, Artifacts, Customize (selected), Members, Insights, and Settings
3

Connect the shared account

Search for the app, or find it under Discover or All, and select its + button. Sign in with the shared account, not your personal one.
Team Customize page on the Connectors tab with the note Anyone on this team can use these connectors, the Discover, All, and Connected filters, Search all connectors, Add Custom MCP, and app tiles with a plus button, with Gmail showing a check mark because it is already connected
To add a second account for the same app, select Add account on the app’s tile. If you see Request instead of +, you can’t add that app yourself. Select Request to ask for access.
4

Choose the team's default account (only with several accounts)

Use Team Default uses the team’s default account for each app. With one account, that account is the default.With several accounts for the same app, open the Connected tab. The default account shows a Default badge. To change it, open the ⋮ menu at the right of another account’s row, select Make default, and confirm in Change Default Account?. Agents set to Use Team Default switch to the new account.

​
Point an agent at the team account

1

Put the agent in the team

New agent: on the team page, select Create Agent at the top right.Existing personal agent: on the Agents page, open the agent card’s ⋮ menu and select Move to Team.
Agent card menu open with Copy Link, Share, Favorite, Rename, Duplicate, Move to Team (highlighted), and Delete
In Move to Team, pick the team and select Move.
Move Bold Runner to Team dialog showing Currently in: Personal, a Search teams box, the teams Bug Testing, Default Team (selected), and New Team, and Cancel and Move buttons
Moving an agent removes any agent-owned pins it had, so those connectors go back to user-owned.
2

Add the connector to the agent

Open the agent and go to the Agent tab. In the Connectors section, select + Add. In Add Connectors, search for the app, select its +, and select Save.
Add Connectors dialog with Gong typed in the search box, Gong (Access call recordings and sales insights) with a plus button, and the Save button at the top right
3

Choose Use Team Default

On the connector’s row in the Connectors section, open the ⋮ menu. Under Account, select Use Team Default (“Use the default team account for everyone who uses this agent”). The row then shows Team under the app name.
Agent tab Connectors section with the Gmail row showing Team under its name and its menu open under Account with Use Personal Default, Use Team Default (checked), Use Specific Accounts (Pick the team accounts this agent uses), and Remove
To pin particular team accounts instead, select Use Specific Accounts. See Use more than one account on an agent.
4

Save and confirm

Select Save. A team agent’s account affects everyone on the team, so Gumloop asks you to confirm. You can cancel, make a personal copy of the agent instead, or go ahead with the team account.
Confirmation dialog asking if you want to change the account this team agent uses
To test it, ask the agent to do something with the app, for example “List my 5 most recent emails.”

​
FAQ

The agent is in your personal space. Move it to the team with Move to Team, then open the connector’s ⋮ menu again.
Open the ⋮ menu on the agent’s connector row. If Use Personal Default is checked, the agent uses each runner’s own account. Select Use Team Default and Save.
Not through Use Team Default. It only uses the team account for people on the team. To let others act through the account, make the connector agent-owned and share the agent. See Personal vs team vs agent-owned credentials.
No. Connect the account again from the team’s Customize > Connectors tab.
A team connector only works in its own team. Connect the account on each team’s Connectors tab.
On the team’s Customize > Connectors tab, open the Connected tab, open the account’s ⋮ menu, and select Refresh, or Reauth if it shows Reauth needed. Refreshing your personal account won’t fix a team connection. See Revoke and reconnect a connector.

Personal vs team vs agent-owned credentials

Which account an agent acts as

Connectors

Full reference for accounts and selection