---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Onboard an external manager

# Onboard an external manager {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Onboard a manager from a contractor company to manage, review, and assign the
outsourcing and assignments of work order tasks to their field agents.

## Before you begin

Role required: wm_admin and wm_contractor_manager_int

## About this task

The work order tasks of the contractor company are automatically assigned to the manager for reassigning it to the field agents. The users can update the work order tasks company only if a manager is assigned.  
Note:  
The users will not be able to edit or assign the work order tasks of this contractor company if a manger is not assigned to the company.

You can also do the initial configuration of onboarding an external manager through
the Field ServiceAdministrationContractor Management guided setup. For more information about using the guided setup
interface, see [Using guided
setup](https://www.servicenow.com/docs/access?context=guided-setup&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).

## Procedure

1. Navigate to Outsourced Field ServiceOutsourced 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.  
   {#onboard-external-manager__table_akr_cbv_3lb__entry__2}

   | 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. |
   [Table 1. Service Organization External Staff form]

   {#onboard-external-manager__table_akr_cbv_3lb}
5. Click Submit.

## Result

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

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