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.