Overview
By default, toolkits in a team project use project credentials — a single shared set of secrets that all team members execute under. This works for many scenarios, but it means all actions appear under one account, making it impossible to audit who did what or enforce per-user access controls. User-specific credentials solve this by letting the toolkit reference a private credential instead. Each team member creates their own private credential with a matching Credential ID, and the system automatically resolves to the individual user’s credential at execution time — no shared secrets, no ambiguous audit trails. Key BenefitsEnhanced Security
Individual Auditability
Granular Access Control
Compliance-Ready
How It Works
Limitations of Shared Credentials When creating toolkits in a team project with project credentials:- All users share the same credentials.
- Actions appear under a single account.
- It’s difficult to audit individual user actions.
- Potential security and compliance issues.
- The team (or toolkit creator) agrees on a common Credential ID (e.g.,
github_team_access). - Each user creates a private credential in their Private workspace using that exact ID.
- The toolkit creator configures the project toolkit to reference a private credential with that ID.
- When a user executes the toolkit, the system looks up a private credential in their workspace matching the configured ID and uses it automatically.
Understanding Credential Types
Project Credentials vs Private Credentials
- Created and stored at the project level
- Accessible to all project members (based on their role permissions)
- Shared across the entire project team
- Identified by a briefcase icon () in the interface
- Created and stored in individual user’s private workspace
- Only accessible to the credential owner
- Cannot be shared with other users
- Identified by a human icon () in the interface
Creating Project Credentials
- From Credentials Page
- From Toolkit Configuration
- Select the target project from the project dropdown.
- Open the sidebar and select Credentials.
-
Click the + Create button — the credential will be stored as a project credential.

Creating Private Credentials
- From Credentials Page
- From Toolkit Configuration
- Switch to your Private workspace using the project selector.
- Open the sidebar and select Credentials.
-
Click the + Create button — the credential is automatically stored as private.

Credential Names and IDs
Understanding the Distinction When creating credentials, you’ll notice two important fields:- Credential Name: A human-readable display name shown in the UI.
- Credential ID: A unique identifier used by the system to match credentials across users. Always lowercase.

- Name: “GitHub Integration Token”
- Auto-generated ID:
github_integration_token

- Saving returns an error indicating the ID is already in use,
-
The Credential ID field becomes editable — modify the ID while keeping the same display name.

Team Setup Walkthrough
Step 1: Agree on a Credential ID The team (or toolkit creator) decides on a shared Credential ID that all members will use when creating their private credentials (e.g.,github_team_access). This ID must be identical across all users’ private credentials.
Step 2: Each User Creates a Private Credential
Every team member creates a private credential with the agreed-upon ID in their Private workspace. Refer to Creating Private Credentials above for detailed instructions.
Step 3: Configure the Toolkit
The toolkit creator opens the toolkit configuration form in the team project and selects a private credential with the agreed-upon ID from the credential dropdown:

- The system looks for a private credential in the executing user’s Private workspace whose Credential ID matches the one configured in the toolkit.
- If found, the user’s private credential is used for execution.
Missing Private Credentials
If no matching private credential is found, a Credential setup required banner is shown in the credential field, prompting the user to create one.
Credential Configuration Change Warning
When any team member with edit permissions changes the credentials of a toolkit in a team project, a confirmation modal appears before the change is saved:Credential Configuration Change
| Button | Behavior |
|---|---|
| Confirm changes | Saves the new credential configuration. Team members without a matching private credential will see the Credential setup required banner. |
| Discard changes | Reverts the credential fields to their original state and closes the modal without saving. |

Limitations and Considerations
Credential Requirement
API Rate Limits
Permission Models
Account Types
Credential Type Must Match
Troubleshooting
Toolkit Shows 'Credential setup required' Banner
Toolkit Shows 'Credential setup required' Banner
Execution Error: Credentials Missing
Execution Error: Credentials Missing
- Look for the Credential setup required banner in the toolkit’s credential field — it shows the exact Credential ID required.
- Navigate to your Private workspace → Settings → Credentials and create a new credential with that exact ID.
- Verify the credential is properly configured (test the connection if available) and save.
Toolkit Not Recognizing Private Credentials
Toolkit Not Recognizing Private Credentials
- Find the required Credential ID from the Credential setup required banner on the toolkit (e.g.,
github_team_access). - Delete or ignore the existing mismatched credential.
- Create a new private credential with a name that produces the correct ID — during creation, verify that the auto-generated Credential ID shown in the form matches the required one before saving (e.g., name “GitHub Team Access” → ID
github_team_access).
Missing Credential Shows Generic Error Instead of Setup Banner
Missing Credential Shows Generic Error Instead of Setup Banner
FAQ
Can I use this approach with any toolkit?
Can I use this approach with any toolkit?
What happens if a user doesn't have the required private credentials?
What happens if a user doesn't have the required private credentials?
Do credential names need to match exactly?
Do credential names need to match exactly?
Can I mix project and private credentials in the same toolkit?
Can I mix project and private credentials in the same toolkit?
How do I know what credential ID is required?
How do I know what credential ID is required?
Can I change the credential ID after creating the toolkit?
Can I change the credential ID after creating the toolkit?
What happens if I delete my private credential after the toolkit is configured?
What happens if I delete my private credential after the toolkit is configured?

