Preview Personal Assistant Email Signature

PersonalAssistants

IfyouareaCMLSagentandhaveapersonalassistant,youcansetyourassistantupaspartofyourteam

andgivehim/hertheabilitytoperformmanyMatrixfunctionsforyou.Inordertoachievethis,you

needtocreateyourownteamwithinMatrixand assignyour

assistanttoyourteam.

TosetupaTeam,gotoMyMatrix>Settings,thenclickontheTeamSettingslink.

ClickontheClickheretocreateateamlink.



Onthenextscreen,entertheIDofyourpersonalassistantandclicktheFindbutton‐thiswillassign

the

usertoyourMatrixTeam.



Note:youcannotdoarostersearchfromthisarea,soyouneedtoknowtheIDoftheuseryouwantto

addbeforegettingtothisscreen.

Afteryouenteravalid,activeuserIDandclickfind,theirnamewillappear

andyouwillhavethe

opportunitytochoosehowyou’dliketheirteamaccesssetup.



HTML Preview Personal Assistant Email Signature page number 1.