Many agents work as part of a real estate team, which is why Matrix 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.
Matrix will only allow you to add others to your team who have an Active Matrix ID on the system.
Adding Other Agents as Your Team Members
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.
How to set up a team
Impersonate Another Agent
Users that can impersonate you can do the following:
Working on Behalf of Another Agent
Users working on behalf of you can do the following:
After adding your first team member, you will come to the main Team Settings screen shown below.
Here you can control the following:
After enabling the Team function, you will be alerted to it on the Home page 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).
They can now see in the upper right (and highlighted in yellow on the Home page) that they are
working as the team. When they click on any of the My Matrix options (Contact, Saved Searches, Email History, etc.), they will have access only to your (the Team’s) items. When sending an email, if they are set to work on behalf of you, they can select whether the email
comes from the Team (with their email address) or just from them alone:
If they are set to impersonate you, they haves the same choice except that if they select the Team, it will use your email address, not theirs.
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.