Onboard an Outsourced Service Provider agent

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

Before you begin

Role required: sn_csm_ocs.ext_manager

Procedure

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.

   Option	Description
   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.
   Note:

   Once onboarding is complete, a password reset email is sent to the agent's email address.