How to Search for Teams in Matrix

in How To in Matrix

In this QRG, you will learn how to search for Teams in the Matrix system.  Teams consist of a Lead member and includes agents under the Lead member.

Step 1: Go to the Roster tab, click on More… then click on Teams

Step 2: Enter your search criteria, then click on Search 

Here you can search by Team Name, Team ID, Leader ID, Leader First Name, Leader Email, Member ID, Member Full Name, Member Email, Leader Last Name and/or Team AOR.

Note: for help with any field, click on the ? to the left of the text box

Step 3: The results of your Team search will be displayed

Note: This will display the Team Name, Team ID, Team Lead Information and Team Members Information

*Contact your local AOR/BOR staff to request updates or modifications to your Team

 

 

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