Using Google Sign-in to Authenticate Agents and End-Users

  • Updated

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:

  1. Add a list of authorized agents to your organization from Team > Agents.
  2. Enable Google Sign-in Verification in Zingtree.
  3. 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.

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