How to modify the Matching settings ?

You'd want to modify the Matching settings in your agency ?

Click on "My Agency" -> "Preference".

In the "Business Logic" section, choose the focus of brokers' activity.

  • Property : Your brokers' activity is focused on properties they manage.
  • Contact : Your brokers' activity is focused on contacts they manage.
  • Search : Your brokers' activity is focused on searches they manage.

In the "Matching Confidentiality" section, please select who the Matchings are confidential for.

  • Everyone : Matchings are confidential, every user will only see matchings linked to the "Broker activity focus" preference.
  • < Admin Group : Users below "admin group" will only see matchings linked to the "Broker activity focus" preference.
  • < Admin : Users below "admin" will only see matchings linked to the "Broker activity focus" preference.
  • < Assistant : Users below "assistant" will only see matchings linked to the "Broker activity focus" preference.
  • < Manager : Users below "manager" will only see matchings linked to the "Broker activity focus" preference.
  • < Broker : Users below "broker" will only see matchings linked to the "Broker activity focus" preference.
  • < No one : Matchings are not confidential, every user will see all the agency's matchings.

Once the parameters have been selected, click on the "Save" button located at the top right.