Many agents work as part of a real estate team, which is why Matrix now has a Team Function. Teams can consist of groups or two agents taking care of each other’s clients while on vacation.  There are many different versions of teams. The Matrix Teams functionality makes it possible to add other agents to a team, and also make it possible for another agent to add you to their team.

Agents (or their assistants) may work on behalf of another agent. It is also possible to impersonate another agent.

Each Matrix user that is added to your team will have full access to your Matrix account and can either “impersonate” you or “work on your behalf,” depending on the type of access you grant them.

Impersonate Another Agent

·         Emails sent from Matrix would be sent from her name and email address, and would use her email banner and footer (if she had chosen one) and email signature.

·         Print reports – any reports that are printed while impersonating another agent will have the information of the agent being impersonated in the “Courtesy of” information. In other words, the report will look as if it were printed by the agent that you are impersonating.

·         Access another agent’s Matrix Contacts, Saved Searches (you cannot change her team settings) When you send an email from Matrix while you are impersonating another agent, the name and email address in the “From” line will be highlighted in yellow. This is to call attention to the fact that you are sending that email as that agent. This means that to the client, the email will look exactly as if it came from the agent being impersonated.

Working on Behalf of Another Agent

·         Emails sent from Matrix would be sent from your name and email address on his behalf, and would use your email banner and footer (if you have chosen one) and email signature.

·         Print reports - any reports that you print while working on behalf of another agent will indicate that they were printed by you on behalf of the other agent.

·         Access his Matrix Contacts, Saved Searches (you cannot change his team settings)

Follow these steps to set up a Team:

1.     Click the Hello, (your name) link in the upper right corner of Matrix.

2.     Click Settings.

3.     Click Team Settings.

The Team Settings screen opens.

4.     Click the link Click here to create a team. The Add Team Member screen expands.

5.     Type in the Agent Id for the agent you want to add to your team.

6.     Click Find. The screen expands again showing the team member selected.

7.     Select whether you want this person to either Impersonate you or Work on Behalf of you.

8.     Click Add. The screen resets showing the team member.

Selecting Team Members

After enabling the Team function, you are alerted to it on the Agent Dashboard each time you log in: A link is included to go straight to the Team Settings screen.

When one of your team members logs in, they can switch from their own individual login to the Team login by clicking on their name in the upper right corner of the screen to open the select popup.

There he can click to select the team name (or your name if you did not create a team name).

To leave working as the team and go back to working as yourself, click the Working as link in the upper right of the screen and click to select your own name.