Offboard an external agent
Offboard external managers or agents of the contractor company to terminate their services.
Antes de Iniciar
Before offboarding a manager or an agent, ensure that they are not assigned to any task and remove them manually from the assigned assignment groups and stockrooms.
Role required: wm_admin, wm_contractor_manager_int
Por Que e Quando Desempenhar Esta Tarefa
An offboarded manager or agent cannot log in to the Field Service Contractor Portal and do not receive any notification through email or SMS.
Procedimento
- Navigate to .
- From the list of field service providers, click a contractor company from which you want to offboard an agent.
- Click the Contacts tab.
- From the Service Organization External Staffs list, click an agent whom you want to offboard.
- Click Offboard Agent.
Resultado
The external manager or agent is removed from all the assigned groups.