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Personal Settings covers the preferences that apply to you as an individual user — your profile, the tools you’ve approved for automatic use in chat, your workflow behavior defaults, your Saved Actions cache, and your personal skill library. Every member of an organization has access to these pages. Open the Settings page from the user menu in the top right, then pick any item under the PERSONAL heading in the sidebar. Settings sidebar showing the Personal, Organization, and Customization groups

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Key Sections

Profile

Your name, avatar, account metadata, and password reset.

Tool Approvals

Tools you’ve approved to run in chat without confirmation.

Workflows

Default auto-pin and auto-mock behavior when building workflows.

Saved Actions

Your personal cache of successful code executions.

Skills

Personal skill library your agents discover and use.

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Profile

Profile is the first page you land on when you open Settings. It groups account data into three cards. Personal Profile page with User Information, Organization Information, and Reset Password cards
  • User Information — upload a profile image, edit your display name, and view read-only fields for your email, User ID, account create date, and user role. The display name is shown on receipts, invoices, and other communication.
  • Organization Information — read-only summary of the organization you’re currently signed into: name, ID, create date, and your permission in the org.
  • Reset Password — change your password by entering your current password and a new one twice. The form enforces the password policy shown inline (minimum length, uppercase, lowercase, numeric, and special characters).
If your account is tied to an external identity provider (SSO/SAML), the password reset card and name field are hidden — those values come from the IdP.

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Tool Approvals

Whenever you pick Approve always for a tool during a chat, that approval is stored here. Tools on this list run without asking for confirmation in any future chat session. Personal Tool Approvals page listing approved tools with their server logos and approved-on dates Each row shows the tool name, the server providing it (with the server’s logo), and the date you approved it. Click the trash icon next to a tool to revoke that single approval. When the list has any entries, a Remove All button appears in the header — click it to revoke every global approval at once (a confirmation dialog protects against accidents). When you haven’t approved any tools, the page shows a short explanation:
Tools approved globally will run without asking for confirmation in any chat session. You can revoke approval at any time.

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Workflows

The personal Workflows page (sometimes called Workflow Preferences) has two toggles that govern how the workflow editor behaves while you’re building automations. Personal Workflow Preferences page with Auto-pin and Auto mock mode toggles
  • Auto-pin — when on, the agent automatically pins node outputs after successful runs so you can inspect or reuse them later.
  • Auto mock mode — when on, tools that modify external data are automatically put into mock mode when you save a workflow, preventing accidental real-world side effects during iteration.
Changes save the moment you flip the toggle.

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Saved Actions

Saved Actions is Pinkfish’s code-cache feature for chat: when you give a thumbs-up to a code execution result, that prompt/code pair is saved and can be replayed automatically the next time you send a similar prompt. Personal Saved Actions page with the enable toggle on and one saved action row
  • Enable Saved Actions — a master toggle. Turn it off to stop cache matching entirely for your account.
  • Your Saved Actions — the list of prompts you’ve saved, each with its creation date. Hover a row and click the trash icon to delete that entry.
If you haven’t saved anything yet, the page reminds you:
No saved actions yet. Thumbs-up a code execution result to save it.
For a deeper tour of the feature, see Saved Actions.

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Skills

The personal Skills page is where you manage the skills that are scoped to your account. Skills are short, structured documents that agents automatically discover and apply when handling tasks — you use them to teach domain knowledge, business rules, or formatting preferences. Personal Skills page listing two skills with name, description, and availability badges The header reads Personal skills that your agents will discover and use when handling tasks. Each row shows:
  • Name — the skill’s title
  • Description — one-line summary of what the skill teaches
  • Available to — Workflow Builder and/or Coworker badges indicating where the skill surfaces
  • Actions — test, edit, and delete icons on the right
Click Create Skill in the top right to open the skill form. Fill in name, description, and markdown content, then pick where the skill should be available. Use the test action on an existing row to verify an agent discovers it when relevant.

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Who Can See What

Personal settings are available to every signed-in user. If your role in the organization is user persona (not builder and not admin), you only see Profile, Tool Approvals, and Saved Actions — the Workflows and Skills items are hidden because those features are gated on builder access.