To authorize someone (assistant or another agent) to work as you:

1. Mouse over the My Matrix Click Summary then Settings.
2. Click Team Settings.
3. Click the link Click here to create a team.
   

4. Enter either your assistant’s id# or the other agent’s id#, then click Find.
   

5. Choose one of the following options: (both options allow another person to access your contacts and saved searches)

• Have this member Impersonate me – choosing this option allows the other person to print and/or email reports that display your name.
• Have this member Work on Behalf of me – choosing this option allows the other person to print and/or email reports that display his/her name working on behalf of you or your team name (e.g. Jane Doe working on behalf of The Smith Team)

6. You will see a list of everyone that you have enabled to share your Click the Add button to add more people to the list. To delete someone, check the box next to the person’s name and click Delete.
   
   If you have enabled people to work on behalf of you, you can create a team name by clicking Set a Formal Team Name. Type a name, then click Save.

To share someone’s identity:

1. In the upper right corner of the Matrix Homepage, click the Working as….Link.
2. Click Switch to… (the name or team name) that you will impersonate or work on behalf To switch back to yourself, re-click the Working as… link and choose to switch to yourself.