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 the My Agents area:
First of all, add your agents to your account as follows:
- Go to Account, My Agents.
- 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 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 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.