Account and Organizations
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Transferring Agents Between Organizations
Agents can exist in only one organization at a time. To add the same agent to a different organizatio...
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Password Reset
To Reset your password do the following: Go to https://zingtree.com and click Log in. Enter your ema...
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Logging In
Author Login:Billing Administrators, Super Users, and Authors will log in to Zingtree through the mai...
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Updating Billing Information
To change your payment information do the following (Note: You must be a Billing Admin to make any up...
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How to Add an Author / Collaborator
In this quick article, we explain how Zingtree handles administrative rights and access rules for org...
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Author Roles: Setting up Super Users and Billing Admins
An Author can have both the Super User and Billing Administrator roles enabled. These are the abiliti...
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How to Delete or Remove Authors from your Organization
You need to be the Super User or Billing Administrator to delete Authors from your organization. Thi...
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Using Google Sign-in to Authenticate Agents and End-Users
Besides using Single Sign-on to limit access to your Zingtree trees, a simpler way to do this is to l...
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How to Move Workflows between Organizations
Here's how to transfer a workflow from one organization account to another:If you have access to work...
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Include a Custom Logo when showing your Workflow
You can replace the default Zingtree logo with your own when displaying your workflows via the follow...
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Data Retention Policy
When you set up an Organization in Zingtree, you can set a custom Data Retention Period. By default, ...
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Accessibility (VPAT)
Zingtree is fully accessible.Read the VPAT report here.
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Referral/Affiliate Program
Know someone who would also love Zingtree? Submit their name and info, and when they become a new cus...
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How do I cancel my account?
If you're a paying customer, go to My Account, Plan and Billing:Note: You need to be the Billing Admi...