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4. Fill out the required fields
First Name
Last Name
Email
Language
Plan: You can select multiple options such as the main plan + an add on.
Role:
- Owner: For the Owner of the brokerage.
- Delegate: For a Broker, not necessarily an owner.
- Transaction Manager: For Admins & Back Office staff.
- User: For Agents.
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5. Click on Invite Agent
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