As a manager of a contractor company, you can assign additional manager role to the agents in your teams.

Vorbereitungen

Role required: wm_ext_manager

Prozedur

1. Navigate to All > Field Service Contractor Portal > Homepage.
2. Click Agents.
3. From the Service Organization External Staffs list, click the agent profile to whom you want to assign manager role.
4. Click Additional manager assignments.
5. Select all the groups from the list you want to assign the agent as a manager.
6. Click Save.
7. Click Save.