Do you share your identity in Fusion or in the regional Matrix system? This feature is in place so that you may allow another user (either a member or assistant) to have access to your contacts, auto emails, Matrix profile, etc. without having to share your password, which is a violation of the Matrix Terms of Use and RAHB’s Rules and Regulations. Fusion referred to this functionality as Shared Identity.

Any shared identities created in Fusion or in regional Matrix will not be carried over to RAHB Matrix upon cutover. You will be required to recreate these if you wish to continue using them after cutover.

 The Matrix equivalent of Shared Identity is Team Settings. To set up your Team Settings in Matrix:

  1. Hover over the My Matrix.
  2. Click Settings.
  3. Click Team Settings.
  4. You can use this page to create and manage a formal team, and/ or simply enable other Matrix users to occasionally work as you.
  5. Click Click here to create a team.
  6. Enter the team member’s User ID.

Once you have entered the User ID, the team member’s information should display. Select one of the following:

  • Have this member Impersonate me, or
  • Have this member Work on Behalf of me.

Once you have made your selection, that user will then be able to have full access to your Matrix account. Your teammates can then work as you, using their Working As hyperlink, located in the top right corner of Matrix.


To remove a team member:

  1. Hover over the My Matrix.
  2. Click Settings.
  3. Click Team Settings.
  4. Put a check in the box beside that person’s name.
  5. Click Delete.

If you wish to delete the entire team, click Disable this team feature.


What’s the difference between having someone impersonate you or work on your behalf?

  1. Work as Another User (impersonation): When impersonating another user, any action taken in Matrix will appear as though it was taken by that user (eg. Reports and emails will display the impersonated user’s name, email address, header/footer and email signature).

If a salesperson you work with added you to his/her team in Matrix and set you up to impersonate him/her, you would be able to do the following:

Send emails with his/her name and email address, using his/her email banner and footer (if they had been chosen) and email signature.

Print reports – any reports printed while impersonating another salesperson will have the information of that salesperson in the “Courtesy of” information. In other words, the report will look as if it were printed by the salesperson you are impersonating.

Access another salesperson’s Matrix Contacts and Saved Searches (although you cannot change his/her team settings). When you send an email from Matrix while you are impersonating another salesperson, the name and email address in the “From” line will be highlighted in yellow. This is to call attention to the fact that you are sending that email as that salesperson, but to the client, the email will look as if it came from the salesperson you are impersonating.

  1. Work on Behalf of Another User: When working on behalf of another user, any action taken in Matrix will show that it was taken by you on behalf of the other user. For example, emails sent from Matrix will be sent using your name, email address, header/footer and email signature, but will indicate that they are being sent “On Behalf of” the other user.

If a salesperson you work with added you to his/her team in Matrix and set you up to work on behalf of him or her, you would be able to do the following things:

Send emails from Matrix that would be sent from your name and email address on his/her behalf, and would use your email banner and footer (if you have chosen one) and email signature.

Print reports – any reports you print while working on behalf of another salesperson will indicate that they were printed by you on behalf of the other salesperson.

Access his/her Matrix Contacts and Saved Searches (although you cannot change his/her team settings).


Office Administrators

Office administrators (those employed directly by a brokerage) will have access to the REALTOR Link® (and by extension, WEBForms™) profile of any salesperson in their office. This eliminates the need to create alternate identities in REALTOR Link®, and so alternate.rahb.ca will be retired.

Office administrators can access REALTOR Link® for their members by following these steps:

  1. Hover over the Search.
  2. Click on the REALTORS® link in the drop down menu.
  3. Enter the last name and first name of the member.
  4. Click on the member’s Member ID.
  5. Click on Login as Agent Realtorlink.
  6. Click on the WEBFORMS link top right corner.

Personal Assistants

A personal assistant is employed directly by a REALTOR®, and should have access only to that person’s WEBForms™. To allow your personal assistant access to your WEBForms™ profile, all you need to do is set him/her up as a teammate using the steps described above. When your assistant is signed in as you, they will be able to access your WEBForms™ using the same method that you use (from Tools tab è WEBForms™).


Licensed Teammates

If you work with a partner, or wish to allow access to another user in your absence, you can follow the same steps for them as you would for a personal assistant. This may be necessary if you are leaving for vacation. If this is a temporary arrangement, you should remove this user from your team using the instructions outlined above.