Assign additional manager assignments to an agent

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • As a manager of a contractor company, you can assign additional manager role to the agents in your teams.

    시작하기 전에

    Role required: wm_ext_manager

    프로시저

    1. Navigate to All > Field Service Contractor Portal > Homepage.
    2. Click Agents.
    3. From the Service Organization External Staffs list, click the agent profile to whom you want to assign manager role.
    4. Click Additional manager assignments.
    5. Select all the groups from the list you want to assign the agent as a manager.
    6. Click Save.
    7. Click Save.