Set up your Organization, Authors and Agents

  • Updated

Organizations

Large companies will sometimes need more than one organization in Zingtree. Perhaps separated by department or country. In most cases, one organization is sufficient. However, you do have the ability to set up multiple organizations tied to the same billing account.

  • From the Account menu, choose Organizations & Billing
  • Choose the Org Management section to create additional organizations.

Important notes about Organizations:

  • Assign authors to each organization you'd like them to have tree building access.
  • Agents may belong to only one organization. However, you can tag agents and trees so that they see only the trees that are assigned to them.
  • When connecting trees together using Tree Nodes, the subtrees must live in the same organization as the main tree.

Authors

Invite authors

  1. Zingtree makes it easy to invite collaborators. From the Account menu, choose My Authors. Add Authors to your organization.
  2. Assign trees to authors: Once you've invited an author, you can give them access to specific Trees (note: Super Users will automatically have access to all Trees). At that time, you will be able to choose the access level of that specific Tree (eg. Admin, Editor, View Only). To add an author as a collaborator on trees:
    • From the Account menu, choose My Authors, then Assign Trees, or
    • From a tree's Tools menu, choose Assign Collaborators.

Configure or Change Access Level

As a Super User, you change the access level to other authors.

Account > Organizations and Billing > Author Roles > Configure Author Roles

Agents

Set up Agents

If your Agents will be accessing trees using the Zingtree Agent Portal, you will add Agents to your organization from Account > My Agents > Agent Tools > Add One Agent OR Add Multiple Agents

Other ways to set up Agents:

  • Through the API - more info here.
  • Through an integration like Zendesk, Salesforce, and Freshdesk.
  • Merge Variables (send data through the URL)

Remove Agents

  • Accounts > My Agents > Select an Agent (checkbox) > Delete
  • Through the API. More info here.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request