configuration of the teams feature -...

Configuration of the Teams Feature


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Table of Contents

Configuration of the Teams Feature – General Procedure

This section contains the general procedure for configuring your teams.

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Defining the Types of Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Defining the Optional Types of Access (displaying the team name) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Working in Matrix Using a Colleague’s Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Configuration of the Teams Feature – According to the Type of Colleague to Authorize

This section contains the different procedures for configuring your teams, which are applicable strategically to your teammates (brokers) and your administrative staff.

At a Glance: All Options for Configuring Access for Administrative Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Configuring Access for Administrative Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

At a Glance: All Options for Configuring a Teammate Within a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configuring a Teammate Within a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Introduction

Additions to Matrix:

Report Display and Information Sharing OptionsMatrix allows brokers to generate custom reports, which display either their own name, their name and that of a teammate, only the team’s name, or their name and that of the team. In addition, it will now be possible to share the following information:

• Carts• Auto emails• Custom displays• Contacts• Saved searches

Please note that in this document:• A broker who gives others access to his or her team is called the “team head”. He or she is the only one who can create or edit the

team’s settings.• A broker who works with the team head is called a “teammate”.


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Getting Started

1 Go to the tab “My Matrix / Settings / Team Settings”.

2 Create a team.

3 Enter the member code of the new teammate or administrative staff.

Different access configuration options will be available. In the following pages, you will see how to specify the type of access you want to give your colleague, and how to specify the features about the team that you want to give your colleague.

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2

3


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Defining the Types of Access

1 Select the type of access you want to give your colleague:

Have this member Impersonate me

Have this member Work on Behalf of me

2 Add.

Definitions of Types of Access:

Have this member Impersonate me: Your colleague will work with your settings, but it is your name that will appear on reports. Essentially, with this option, your colleague’s name will be invisible.

Have this member Work on Behalf of me: Your colleague will work with your settings, but his or her name, accompanied by “on behalf of (your name)”, will appear in reports. With this option, your colleague’s name will appear with an indication that he or she works on behalf of you, and your contact information will be displayed.

Jane Wilson

555-123-4567, 1-555-123-4567admin @ agency.cahttp: // w w w. agency.caAgency NameReal Estate Agency

1

2

ImportantFor administrative staff, you must always select the first option, meaning “Have this member Impersonate me”.


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Defining the Optional Types of Access (displaying the team name)

If you want your team name to appear on reports, you must define additional settings as follows:

1 Enter your team name.

2 Select the type of access you want to give ALL members of your team.

3 If you select “All Impersonate this Team,” you will have access to an additional option for allowing your team members to choose between having their own name or the team’s name appear when printing or sending emails.

4 Save.

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1

Definitions of Optional Types of Access (team name):

All Impersonate this Team: the team name, not your name, will appear in reports.

All Work on Behalf of this Team: by selecting this option, the name of the team head or that of the teammate, depending on the option selected above, along with the indication “on behalf of [team name]” will appear when printing reports or sending emails.

Wilson Jane

Jane Wilson



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Working in Matrix Using a Colleague’s Profile

Once someone has given you access to their team, you can work under different identities in Matrix. If you hover your cursor over your name, a selection window will appear allowing you to change the identity in which you are working, as shown below.

You are currently working as yourself

CLICK HERE to select the name of a colleague and work as

this person.

[Name of colleague 1][Name of colleague 2]

[Name of colleague 1][Name of colleague 2]


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Configuring Access for Administrative Staff

Here are the visuals of the three signature options. Detailed procedures are available on the following pages:

Option A The team head’s name appears in the header of reports and the name of the administrative staff is invisible. The contact information is that of the team head. (See page 8)

Option B The team name appears in the header of reports and the name of the administrative staff is invisible. The contact information is that of the team head. (See page 9)

Option C The team head’s name, accompanied by “on behalf of (team name)”, appears in reports. The contact information is that of the team head. The name of the administrative staff is invisible. (See page 11)

Team head’s nameYOUR RESOURCE CENTREReal Estate Agency600 CHEMIN DU GOLFÎLE DES SŒURS (QC) H3E 1A8http: //w w w. agency.ca teamhead@ agency.ca

Team NameYOUR RESOURCE CENTREReal Estate Agency600 CHEMIN DU GOLFÎLE DES SŒURS (QC) H3E 1A8http: //w w w. agency.ca teamhead@ agency.ca


Team head’s name on behalf of:

AT A GLANCE

TEA

M H

EAD

TEA

M H

EAD

TEA

M H

EAD


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Configuring Access for Administrative Staff

This section presents the three configuration options for a member of your office’s administrative staff.

Option A The team head’s name appears in the header of reports and the name of the administrative staff is invisible. The contact information is that of the team head.

Configuration of Option A


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1 Indicate the administrative staff who will be working as the team head, by entering their member code.

2 Select the type of access.

3 Add.

TEA

M H

EAD

Jane Wilson



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Option B The team name appears in the header of reports and the name of the administrative staff is invisible. The contact information is that of the team head.

Configuration of Option B

1

2

1 Indicate the administrative staff who will be working as the team, by entering their member code.



TEA

M H

EAD

Jane Wilson



10

Wilson Jane

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4

5


4 Select “All Impersonate this Team”. You will have the option of allowing members of your team to switch between their own name and the team name.

5 Save.

Configuration of Option B (cont’d)

Jane Wilson



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Option C The team head’s name, accompanied by “on behalf of (team name)”, appears in reports. The contact information is that of the team head. The name of the administrative staff is invisible.

Configuration of Option C

1

2

1 Indicate the person who will be working as the team head, by entering their member code.




TEA

M H

EAD

Jane Wilson



12

3

45


4 Select “All Work on Behalf of this team”.

5 Save.

Configuration of Option C (cont’d)

Wilson Jane

Jane Wilson



13

Configuring a Teammate Within a Team

Here are the visuals of the four signature options. Detailed procedures are available on the following pages:

Option A The team head’s name and contact information appear in the header of reports. (See page 14)

Option B The team name appears in the header of reports with the team head’s contact information. (See page 15)

Option C The team head’s name and contact information, accompanied by “on behalf of (team name)”. (See page 17)

Option D The teammate’s name, accompanied by “on behalf of (team name)”, and the team head’s contact information. (See page 19)






Teammate’s name on behalf of:

TEA

M H

EAD

TEA

M H

EAD

TEA

M H

EAD

TEA

M H

EAD

AT A GLANCE


14

Configuring a Teammate Within a Team

This section of the document presents the different options for configuring your team. You will therefore learn how to provide access to another broker, either from your office or not, as a teammate.

Option A The team head’s name and contact information appear in the header of reports.

Configuration of Option A


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2

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1 Select the teammate to whom you want to provide access, by entering their member code.


3 Add.

John SmithReal Estate Broker555-123-4567, 1-555-123-4567teammate @ agency.cahttp: // w w w. agency.caAgency NameReal Estate Agency

TEA

M H

EAD


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Option B The team name appears in the header of reports with the team head’s contact information.

Configuration of Option B

1

2




TEA

M H

EAD



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3

4

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3 Enter the team name.

4 Select “All Impersonate this Team”. You will have the option of allowing members of your team to switch between their own name and the team name.

5 Save.

Smith John

Configuration of Option B (cont’d)



17

Configuration of Option C

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2



Option C The team head’s name and contact information, accompanied by “on behalf of (team name)”.



TEA

M H

EAD



18

3

45


4 Select “All Work on Behalf of this Team”.

5 Save.

Configuration of Option C (cont’d)

Smith John



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Configuration of Option D

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2



Option D The teammate’s name, accompanied by “on behalf of (team name)”, and the team head’s contact information.


Teammate’s name on behalf of:

TEA

M H

EAD

John SmithReal Estate Broker555-123-4567, 1-555-123-4567teammate @ agency.cahttp: //w w w .agency.caAgency NameReal Estate Agency


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3

4

5


4 If you select “All Impersonate this Team”, you will have the option of allowing members of your team to switch between their own name and the team name.

5 Save.

Configuration of Option D (cont’d)

Smith John


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