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Grant the Agent-owned credentials feature on a custom role. After that, people in the role can pin one account or connection so everyone with access to the agent uses it. You need the Admin or Security organization role to edit custom roles. On organizations, this feature is restricted by default.

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Grant the feature

  1. Go to Organization > Custom Roles.
  2. Open the role that should be able to pin agent-owned credentials.
  3. Open the Features tab.
  4. Click + Add Features.
Custom role Features tab with the Add Features button
  1. Search for Agent-owned credentials.
  2. Select it. The description is: Users can configure agents to use a pinned account or connection for everyone with access.
  3. Click Add Features.
Add Features dialog with Agent-owned credentials selected
Anyone already on that role can use the feature right away. Assign other people on the role’s Users tab. A user gets the feature if any of their custom roles grants it.

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Pin an account on an agent

Granting the feature does not pin an account by itself. Each person who should configure it still has to set Credential ownership on the agent.
  1. Open the agent and go to Apps.
  2. Open the connector and select a specific account you have access to.
  3. Under Credential ownership, choose Agent-owned.
Full steps: Turn on agent-owned for a connector.

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FAQ

Your custom role does not allow assigning agent-owned credentials. Ask an Admin or Security admin to grant Agent-owned credentials on a role you belong to. If you hold several roles, only one of them needs to grant it.
No. A team connector is a shared login on a team. Agent-owned credentials pin one account to a specific agent so everyone with access to that agent uses it, including people outside the team.
No. Agent-owned credentials and Anyone public sharing cannot be used together. Change general access to the organization, a team, or restricted people first.
On the role’s Features tab, open the row menu for Agent-owned credentials and select Remove feature access.

Custom Roles

Features tab and how access composes

Agent-Owned Credentials

How pinning and ownership work