Onboard an external manager

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

    • Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.

    Vorbereitungen

    Role required: wm_admin and wm_contractor_manager_int

    Warum und wann dieser Vorgang ausgeführt wird

    You can also do the initial configuration of onboarding an external manager through the Field Service > Administration > Contractor Management 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 onboard a manager.
    3. Click Onboard Manager.
    4. On the form, fill in the fields.
      Tabelle : 1. Service Organization External Staff form
      Field Description
      First name Manager's first name.
      Last name Manager's last name.
      Active Option for making this manager the selected external manager.
      Email Manager's official email address.
      Time zone Time zone of the manager’s location.
      Business phone Manager’s business phone number.
      Mobile phone Manager’s mobile number.
      Photo (Optional) Photograph of the manager.
      Date format String format as specified in the field.
    5. Click Submit.

    Ergebnisse

    The system sends an email to the newly onboarded manager that includes a URL to use to log in to Field Service Contractor Portal.