Onboard agents on the Field Service Contractor Portal

Onboard a Field Service agent so the contractor company can assign outsourced work order tasks to be performed at the customer location by that agent.

Before you begin

Role required: wm_ext_manager

Procedure

1. In a web browser, enter this text in the address bar: instance.service-now/fsmcp where instance is the first part of an instance URL.
2. Click Requests > Onboard Agent in the header menu.
3. On the form, fill in the fields.

Table 1. Onboard Agent form

Field	Description
First name	Agent’s first name.
Last name	Agent’s last name.
User ID	Auto-populated unique identifier for this user. The user ID follows the format firstname.lastname.
Assignment Group	Group name to which the agent belongs. For example, external.
Email	Email address of the agent.
Company	Name of the employer.
Mobile phone	Mobile number of the agent.
Business phone	Phone number of the agent.
Additional Manager	Option to assign additional manager role to the agent to handle managerial activities in the absence of primary external manager.
Geolocation tracked	Option to enable tracking the real-time location of agent.

4. Click Submit.

Result

An external agent of the contractor company is onboarded and the internal manager receives an approval request for the agent.

What to do next

The internal manager receives a request to approve the onboarding of an agent. For more information, see Approve or reject requests for onboarding agents.