Offboard an external agent

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

    • Offboard external managers or agents of the contractor company to terminate their services.

    Vorbereitungen

    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

    Warum und wann dieser Vorgang ausgeführt wird

    An offboarded manager or agent cannot log in to the Field Service Contractor Portal and do not receive any notification through email or SMS.

    Prozedur

    1. Navigate to All > Outsourced Field Service > Outsourced Service Providers.
    2. From the list of field service providers, click a contractor company from which you want to offboard an agent.
    3. Click the Contacts tab.
    4. From the Service Organization External Staffs list, click an agent whom you want to offboard.
    5. Click Offboard Agent.

    Ergebnisse

    The external manager or agent is removed from all the assigned groups.