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 from Team > Agents.
- 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 joe@gmail.com, if Joe is logged into his Google account as joe@gmail.com, 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 Team > SSO.
First, add agents to your account as detailed in this article.
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 them programmatically using the Zingtree API. See the agent_add and agent_remove calls.