Approve or reject requests for onboarding agents

Review external agent requests that are assigned to you for approval and determine whether to accept or reject them.

시작하기 전에

Role required: wm_contractor_manager_int, wm_admin, and admin

이 태스크 정보

Whenever a manager of the contractor company onboards a field service agent, the request goes to the internal manager of the organization for approval process.

프로시저

1. Navigate to All > Self-Service > My Approvals.
2. Click a requested item from the Approvals list for which you want to approve the agent.
3. Click the Onboard a new Contractor Agent link in the Approval-Requested Item request form to review agent details.
4. Process the request.
   • To approve the agent, Click Approve.

     The newly onboarded agent is approved by the parent company. External managers can assign the work order tasks to the agent.

   • To reject the agent, Click Reject.

     The newly onboarded agent is rejected by the parent company. External managers cannot assign the work order tasks to the agent.