Zingtree Tags: agent portal

Agent Portal: How to Show or Hide Trees from Agents

blog-howto

When using the Zingtree Agent Portal, some customers asked if there was a way to make specific scripts visible to certain agents, or hide scripts from other agents. With this latest update, you can now assign agents to groups, and have trees visible to only those groups. This is done using tagging. Here’s how it works:

When editing your Agent Lists from Account > My Agents, assign tags to each individual agent. Each tag corresponds to a group that the agent belongs to.

Next, assign tags to your trees, using the Settings tool. These tags are also used to group trees.

And that’s it!

If an Agent has tags assigned to them, they will only be able to see trees with those same tags. For example, if Agent Bill is assigned a tag of “sales,” he will only be able to see trees also tagged as “sales.”

Notes:

  • Any agents with no tags will be able to see all trees.
  • You can assign multiple tags to agents or trees.

Updates: Tree Search, Node Printing, and Better Internationalization

updates-blog

This Thanksgiving Week’s updates cover a variety of things, all inspired by people like you.

Here’s what’s new:

  • Email nodes now display in French, Dutch and Spanish, depending upon the preferred browser language setting (h/t Théophile).
  • Published trees: Back button just shows an arrow for non-English users.
  • Agent portal: Added search box to locate trees matching title or tags (h/t Tom S. and others).
  • New Tree Search API
  • Now properly saves non-English characters in Edit Node (h/t Ksenia)
  • New: Print node option in Overview.

Also, Ben C. helped us find and fix a rare error in recovering snapshots.

We’re thankful for our great customers who continue to help us make Zingtree better and better. Thanks guys!