> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gumloop.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up team connectors

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](https://docs.gumloop.com/help/connectors/personal-vs-team-vs-agent-owned.md).

## Before you start

* **Creating a team** needs the organization **Admin** or **Manager** role. See [Create a team](https://docs.gumloop.com/help/sharing/create-a-team.md).
* **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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/sidebar-teams-plus.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=6f306a86af0b3390131e4a1bdc43646d)

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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/new-team-dialog.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=ae25df423f94517398254de43f29cf8c)

Then [add people](https://docs.gumloop.com/help/sharing/add-someone-to-org-or-team.md) 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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/team-menu-customize.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=bd84638e6496df02d77fdfae1ae99684)

**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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/team-connectors-tab.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=8b2c303d6792a1bf4f8789e5cf2e3f6f)

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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/agent-card-move-to-team.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=fc0c56e6b0c7570c5efaa521a3510f7a)

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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/move-to-team-dialog.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=c9a017ef8aa465960a0bc5bedb31e2a5)

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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/add-connectors-search.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=8cfb67ccefd4f37f8e96e1f0373613d8)

**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](https://mintcdn.com/agenthub/19hkfy0UJMe3tiqF/images/help/team-connectors/use-team-default-menu.png?fit=max\&auto=format\&n=19hkfy0UJMe3tiqF\&q=85\&s=23cccd16fb60fc05842634bdea345672)

To pin particular team accounts instead, select **Use Specific Accounts**. See [Use more than one account on an agent](https://docs.gumloop.com/core-concepts/credentials.md#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](https://mintcdn.com/agenthub/K_k-tD3TARMHQhGo/images/agent-credentials/team-agent-change-confirmation.png?fit=max\&auto=format\&n=K_k-tD3TARMHQhGo\&q=85\&s=5896e9428e78038259e8e5ca8bc34f35)

To test it, ask the agent to do something with the app, for example "List my 5 most recent emails."

## FAQ

> [accordion] I don't see Use Team Default
>
> The agent is in your personal space. Move it to the team with **Move to Team**, then open the connector's **⋮** menu again.

> [accordion] The team account is connected, but my agent still uses my own account
>
> 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**.

> [accordion] Can people outside the team use the team account?
>
> 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](https://docs.gumloop.com/help/connectors/personal-vs-team-vs-agent-owned.md).

> [accordion] Can I move my personal connection to the team?
>
> No. Connect the account again from the team's **Customize** > **Connectors** tab.

> [accordion] Several teams need the same app
>
> A team connector only works in its own team. Connect the account on each team's **Connectors** tab.

> [accordion] The team connection stopped working
>
> 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](https://docs.gumloop.com/help/connectors/revoke-and-reconnect.md).

## Related

> [card] [Personal vs team vs agent-owned credentials](https://docs.gumloop.com/help/connectors/personal-vs-team-vs-agent-owned.md)
>
> Which account an agent acts as

> [card] [Connectors](https://docs.gumloop.com/core-concepts/credentials.md)
>
> Full reference for accounts and selection