What happens when I work on behalf of another agent in Matrix?
If an agent you work with added you to his team in Matrix and set you up to work on behalf of him or her, you would be able to do the following things while in Matrix:
• Emails sent from Matrix would be sent from your name and email address on their behalf, and would use your email banner, footer and email signature
• 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 their Matrix Contacts and Saved Searches (you cannot change their team settings)
After you have been added to a team, you will be able switch from your own login to the Team login by clicking on the name in the upper right corner of Matrix. A popup will open and you can click to select the 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.
When sending an email on behalf of another agent, you can select whether the email comes from the Team (with their email address) or just you.
If you have additional questions, please call us at 314.984.9111 option 1. We're always happy to help!
Published April 5, 2019