Onboard an external agent

Onboard an agent for contractor company to assign the work order tasks.

Before you begin

Role required: wm_admin, wm_contractor_manager_int

About this task

Internal manager of the company can onboard field service agents for the third-party contractor companies. These onboarded agents are known as external agents and responsible for performing the assigned work order tasks at the customer location.

You can also do the initial configuration of onboarding an external manager through Field Service > Administration > Guided Setup. For more information about using the guided setup interface, see Using guided setup.

Procedure

1. Navigate to Outsourced Field Service > Outsourced Service Providers.
2. Click a contractor company from the list for which you want to on board a field service agent.
3. Click Onboard Agent.
4. On the form, fill in the fields.

   Table 1. Service Organization External Staff form

   Field	Description
   First name	Agent’s first name.
   Last name	Agent’s last name
   Active	Option for making this agent the selected external agent.
   Email	Agent's official email address.
   Time zone	Time zone for this agent’s location.
   Business phone	Agent's business phone number.
   Mobile phone	Agent's mobile phone number.
   Photo	Photograph of the agent.
   Date format	String format as specified in the field.
   Geolocation tracked	Option to enable tracking the real-time location of agent.

5. Click Submit.

Result

The system sends an email to the newly onboarded agent that includes a URL to reset the password while logging to Field Service Contractor Portal for the first time.