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How do I update my Phone Number, Email Address, and Website Information in Matrix?

  1. In Matrix, click the blue Input tab
  2. Under the Roster section, click the Edit Existing link.
  3. The next screen will allow you to enter the Agent Id you want to modify and click the Modify button (or search for the agent if you need to).
  4. Then click the blue link that says Agent-Agent Form to access the screen with the agent information that can be modified.
    1. Change Contact Phone Type from office to additional or it will pull the office number from our member database.
  5. Be sure to click the blue Submit Agent button at the bottom of the screen to save any changes!


*Please note that you should also notify your Board/Association of any changes to your email address*

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