Besides using Single Sign-on to limit access to your Zingtree decision trees, a simpler way to do this is to leverage Google Sign-in to verify the identity of agents or employees using your trees. This is incredibly easy to implement. In short:
- Add a list of authorized agents to your organization using the My Agents tool.
- Enable Google Sign-in Verification in Zingtree.
- Make sure each agent is logged into their Google accounts.
For example, if you have added an agent identified as email@example.com, if Joe is logged into his Google account as firstname.lastname@example.org, he will have access to your trees. If Joe is not logged into his Google account, he will be prompted to do so.
Setup Details – Step by Step
Each agent must have their own Google account.
The Zingtree setup is all done from Account, My Agents via the Agent Tools menu.
First of all, add agents to your account as follows:
- Go to Account, My Agents and click on the Agent Tools menu.
- Click Add One New Agent or Add Multiple Agents.
- Finish the prompts to add agents. The agent logins must match their Google logins.
Next, go to the Agent Tools menu again, and select Agent Portal Options, and click the Enable Google Sign-in Verification button:
Agent Portal Link
If your agents are using the Zingtree Agent Portal, a special link to the portal will appear at the bottom of the My Agents page, like so:
Give this link to all agents using the Agent Portal.
Other Means of Access
If agents are using trees embedded into or linked from a web page or CRM, the login process will happen automatically. There’s nothing else to set up!
Adding Agents via the Zingtree API
If your company has a central area to provision agents, you can add and remove programmatically them using the Zingtree API. See the agent_add and agent_remove calls.