Can I setup a team in Matrix?
The Matrix Teams functionality makes it possible to add other agents to a team, and also makes it possible for another agent to add you to their team. Agents (or their assistants) may work on behalf of or impersonate another agent. Matrix will only allow you to add others to your team who have an Active Matrix ID on the system.
To set up a team in Matrix, start by clicking the My Matrix Tab, then the “Settings” link. At the bottom of the My Settings screen, you will find the Team Settings section.
Click the link labeled “Click here to create a Team” and then again on the next screen.
Type in the agent ID for the agent you want to add to your team. If you do not know the ID, you can find it through an Agent Roster search (Roster tab). Select whether you want this colleague to Impersonate you or Work on Behalf of you. Click the “Add” button.
After adding your first team member, you will come to the main Team Settings screen. Here you can control the following:
- Add additional team members
- Delete team members or edit their impersonate/work on behalf status
- Name your team
- Set yourself up to either impersonate or work on behalf of the team
- Allow team members the option to toggle between their own names and the Team name when printing and emailing to Team Contacts
- Disable the team function
For changes to take effect, be sure to hit "Save" when prompted.
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 Matrix. A popup will open, allowing them to select the team name (or your name if you did not create a team name).
If you have additional questions, please call us at 314.984.9111 option 1. We're always happy to help!