Organizations

Large companies will sometimes need more than one organization in Zingtree. Perhaps separated by department, country or language. In most cases, one organization is sufficient. However, you do have the ability to set up multiple organizations tied to the same billing account. Be sure to read this article to help you decide if you would like to utilize multiple organizations.

• From the My Account menu, choose Organization Preferences
  
  
• Choose the Org Management section to create additional organizations if needed. Read this article to help you decide if you would like to utilize multiple 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 assigned to them.
• When connecting trees together using Tree Nodes, the subtrees must live in the same organization as the main tree.
• Additionally, you can rename or copy existing Organizations.

Authors

Invite authors

1. Zingtree makes it easy to invite Authors. See this article for details.

Agents

Set up Agents

If your Agents will be accessing trees using the Zingtree Agent Portal, you will add Agents to your organization from Team > Agents > Agent Tools > Add Agent:

Choose to set up One Agent or Multiple Agents from the toggle switch at the top of the window.

1. The agent will log in with:
   • Login & password: choose this option if you want to choose a password for the agent. You will need to provide the agent with their login credentials. The agent can change this password after logging in.
   • 3rd party credentials (SSO or Google Sign-in): choose this option if you have configured SSO or Google Sign-in for your account.
2. Agent name: The agent's first and last name
3. Login/Email: The agent's email address
4. Password: Create a secure password. You will need to provide this password to the agent who may change it after logging in.
5. Tree Tags (optional): When tagging agents, those agents using the Zingtree Agent Portal will only see trees that carry tags matching these tags. For example, if you have a tree that you've tagged "Sales", only agents that are also tagged with "Sales" will see that tree. You can assign multiple tags per agent.

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

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

Agent Tools

These tools are available from Team > Agents > Agent Tools

• Add Me as an Agent
• View Agent Usage Report
• Export Agent List to CSV
• Open Agent Portal
• Agent Portal Options