Create a work group for external field agents

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create groups to assign work to external field agents based on your requirements such as skills, location, and product models so you can route work order tasks to the most qualified field agents

    Vorbereitungen

    Role required: wm_admin, wm_contractor_manager_int

    Warum und wann dieser Vorgang ausgeführt wird

    External work groups are managed by internal and external managers.

    You can also do the initial configuration of onboarding an external manager through Field Service > Administration > Guided Setup. For more information about using the guided setup interface, see Using guided setup.

    Prozedur

    1. Navigate to Outsourced Field Service > Outsourced Service Providers.
    2. Click the contractor company from which you want to create a work group.
    3. Click Create Group.
    4. On the form, fill in the fields.
      Tabelle : 1. Group form
      Field Description
      Name Name of the work group.
      Manager Group manager or lead.
      Hourly rate Amount charged per hour that is used to calculate the planned and actual resource costs for a task.
      Description Helpful information about the group.
      Group email Group email distribution list or the email address of the point of contact, such as the group manager.
      Parent Other group of which this group is a member.

      If a group has a parent, the child group inherits the roles of the parent group. The members of the child group are not members of the parent group.
    5. Click Submit.

    Ergebnisse

    A vendor group for the contractor company is successfully created.