Embedding Authenticated

This function can be performed by Org Admins or Entry Point Admins only.

Entry points can be embedded in systems that users interact with every day. This can be useful for those working with a single monitor or who have limited space for all open applications on their screens. 

Embedding Authenticated requires licensed users to login with their email and password. 

External systems may have restrictions on what can be embedded, how flows are displayed, and how external links are handled. The following features are not available in the embedded view:

  • Starred flows
  • Search across entry points
  • Jump to flow search
  • List of all entry points the user is currently a member of
  • Personal settings such as change password, change email, theme appearance, profile
  • Live / Draft contributor view
  • Administration view, approvals view, reporting view

To set up embedding authenticated:

  1. Click Administration at the top of the page, then click Entry Points.
  2. Click the name of the entry point you want to embed.
  3. Click Embeds, then click New embed.

  4. Create a name for the embed and click Create embed
  5. Click Copy URL or Copy snippet based on the requirements of the system it is being embedded in.

  6. Go to the system in question and follow their steps for embedding URLs or snippets.