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To add an agent account, sign in to your system admin account or a manager account with "Manage Company Member Accounts" permission enabled.
Note: An agent account can be a part of one office. If your agent needs to part of multiple offices, consider adding the agent as a manager account.
Note: If you'd like to bulk add your agents and managers, please review DocuSign Transaction Rooms Bulk Agent Upload Templates.
For further DocuSign Transaction Rooms Help & Support, please contact us.