Matrix Support

Work with Matrix Locker Pod - Agency Profile

To view the Matrix Locker Pod on the Agency Profile, from the Menu Bar, move your mouse over the Lists menu and select Agencies.  On the Agency list page, each agency is hyperlinked to its profile page.

-Click the Agency Name that you wish to view, then click Matrix Locker tab. The Matrix Locker page displays. 

Display the Matrix Locker Pod

Note: You may have the ability to impersonate the salespeople that are affiliated with the agency. When you impersonate another user you can upload, as well as see the files that they have affiliated with the agency. Otherwise, if the field is set to All, you can see all of the files affiliated with the agency. To impersonate another user, select their name from the Viewing Account for list located at the top, left side of the page.

Upload a File

1.Click the Upload button(+). Note: Please ensure that the Viewing Account for field is set to the correct salesperson. If the field is to All, you will be the owner of the file and it will appear in your Matrix Locker.

2.Select Choose File and browse to, and select the file from your computer.Because you are viewing an item’s profile page, the affiliation will automatically occur. (You will see the item’s name populated in the affiliations box.) In the event that you wish to additionally affiliate it with another item, you can search for and select that item. To do this, first click in to the Affiliations keyword search bar and type at least two characters included in the item’s name (or more if you need to narrow your search). Then select the item from the drop list that appears.

3.Optionally, select a folder to store the file in. (If one is not selected, the file will automatically be placed in the My Files folder.)

4.Click the Save button.

What’s Next? You can view/download the file at any time by clicking the name of the file. If you need to delete the file or manage affiliations, you will need to do so in the Matrix Locker. To access the Locker, select Matrix Locker from the Lists menu.

Keyword search:  Matrix Locker, Agency, Upload Files

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