Onboard an Outsourced Service Provider agent

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • An Outsourced Service Provider (OSP) manager can onboard OSP agents to manage and fulfill cases.

    Antes de Iniciar

    Role required: sn_csm_ocs.ext_manager

    Procedimento

    1. Navigate to All > Outsourced Customer Service > Onboard Agent.
    2. Fill in the fields on the Onboard Outsourced Service Provider agent or manager form, as appropriate.
      OptionDescription
      First Name The first name of the agent.
      Last Name The last name of the OSP agent.
      User ID A unique ID for the OSP agent.
      Email The OSP agent's email address.
      Mobile Phone The OSP agent's mobile phone number.
      Business Phone The OSP agent's business phone number.
      Assignment Group Select the group to which you belong.
    3. Click Submit.
      Nota:
      Once onboarding is complete, a password reset email is sent to the agent's email address.