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PersonalAssistants
IfyouareaCMLSagentandhaveapersonalassistant,youcansetyourassistantupaspartofyourteam
andgivehim/hertheabilitytoperformmanyMatrixfunctionsforyou.Inordertoachievethis,you
needtocreateyourownteamwithinMatrixand assignyour
assistanttoyourteam.
TosetupaTeam,gotoMyMatrix>Settings,thenclickontheTeamSettingslink.
ClickontheClickheretocreateateamlink.
Onthenextscreen,entertheIDofyourpersonalassistantandclicktheFindbutton‐thiswillassign
the
usertoyourMatrixTeam.
Note:youcannotdoarostersearchfromthisarea,soyouneedtoknowtheIDoftheuseryouwantto
addbeforegettingtothisscreen.
Afteryouenteravalid,activeuserIDandclickfind,theirnamewillappear
andyouwillhavethe
opportunitytochoosehowyou’dliketheirteamaccesssetup.