Create the Client, then Transaction to build the Agent’s file
Upload necessary Documents
Click on the Details in the Contact Info section
At the bottom left drop down list, change ownership of client to Agent. Then click “Save All Contact Information”
You can choose to keep the client shared with you by leaving the check box “Change ownership and continue sharing with me”, otherwise UN-check to lose visibility.
Click into the Shared folder, open the agent file, and then click Sharing
Click on the trash icon to remove the shared Client
Refresh your page!