Zoomforth

Mark a site as actively being edited to signal to your team it's in progress. How assignment affects visibility and access.

Assign or unassign a site for editing

Review and approve or deny visitor requests to access a secured site. Covers the access queue and notification settings.

Manage pending site access requests

Site security

Define how long an idle browser session stays active before a visitor is logged out of a secured site.

Set a browser session timeout

Control how long authentication cookies stay active for visitors across all sites in your account.

Set cookie age for your account

Control who can see and edit folders. Covers locking, unlocking, and how folder permissions affect contained sites.

Set or change folder permissions

Choose how visitors authenticate to access a secured link. Covers email token, SSO, and password-based access.

Options for secure link access

Control how long a visitor session stays active before requiring re-authentication. Covers account and site-level settings.

Session timeouts on secured sites

Control who can view, edit, or publish a site or template. Covers user roles, locking, and permission inheritance.

Set or change site and template permissions

Control who sees your microsites. Set access as public, password-protected, or restricted by email or SSO. Covers all models and the visitor experience.

Visitor access: public and private Zoomforth sites

Enable a cookie consent banner for sites with visitors in the EU, UK, or California. Covers consent categories and opt-out behavior.

Cookie consent for EU, UK, and California visitors

Set the default access type applied when a new site is created. Applies your preferred security settings automatically.

Change default visitor access settings for new sites

Pull JavaScript error and warning logs from your browser console to share with support when troubleshooting.

Extract browser error logs from the console

Export a log of all changes made to a site, including who made them and when.

Download site edit history logs

Add a noindex tag to a public site to prevent it from appearing in Google and other search engines.

Hide public sites from search engine results

Reduce unidentified traffic by prompting visitors to identify themselves. Covers the identification prompt setting.

Minimize anonymous visits on public or secured sites

Replace the default Zoomforth privacy policy link with your own. Covers where the link appears and how to update it.

Link to a custom privacy policy on your site

Full reference for how permissions work across sites, templates, and folders. Covers role-based access and inheritance.

Site and folder permissions overview

General Security

Connect a Customer Identity and Access Management provider to control site access. Covers supported providers and setup.

CIAM integration for site authentication

Display your brand logo on the visitor authentication screen and the tracking page. Upload and position options.

Add logos for authentication and tracking screens

Allow or block specific SSO groups from accessing a Zoomforth site. Step-by-step SAML setup with notes on MFA and enterprise security.

Whitelist and blacklist SSO groups for site access

Specify which email addresses are permitted to access a secured site. Add individually or upload a list in bulk.

Add allowed visitor email addresses

Adjust how long an email access token stays valid for visitors on secured sites. Covers expiry options and re-send behavior.

Change email authentication token settings

Switch SSO provider for site authentication

Limit site access to named individuals or organizations. One of several ways to secure a microsite — compare all access control options.

Restrict a Zoomforth site to specific people or orgs

Upload or edit a list of approved email addresses for a secured site in bulk. Covers CSV format and list management options.

Manage bulk emails for site authentication

Restrict SAML-based authentication to specific SSO users instead of your whole organization. Setup and configuration steps.

Enable SAML authentication for selected SSO users

Find and filter sites that use email-based access control. Useful for auditing and managing secured sites.

View sites with email authentication enabled

Download the email addresses approved to access a secured site. Covers export format and what data is included.

Extract the list of approved visitor emails

Site Authentication

Enable SMS-based multi-factor authentication for visitor access on secured sites. Covers phone number entry and verification.

Set up MFA via SMS

Remove a visitor's registered MFA device so they can set up a new one. Covers admin steps and the visitor experience.

Reset a visitor's MFA device

How MFA works for visitors on secured sites. Covers setup, device registration, session handling, and admin controls.

Understanding multifactor authentication (MFA)

Connect a device using an authenticator app for multi-factor authentication. Includes QR code setup and recovery codes.

Set up MFA via an authenticator app

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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