Onboard an external manager

Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.

Before you begin

Role required: wm_admin and wm_contractor_manager_int

About this task

You can also do the initial configuration of onboarding an external manager through the Field Service > Administration > Contractor Management 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 the contractor company from which you want to onboard a manager.
3. Click Onboard Manager.
4. On the form, fill in the fields.

   Table 1. Service Organization External Staff form

   Field	Description
   First name	Manager's first name.
   Last name	Manager's last name.
   Active	Option for making this manager the selected external manager.
   Email	Manager's official email address.
   Time zone	Time zone of the manager’s location.
   Business phone	Manager’s business phone number.
   Mobile phone	Manager’s mobile number.
   Photo	(Optional) Photograph of the manager.
   Date format	String format as specified in the field.

5. Click Submit.

Result

The system sends an email to the newly onboarded manager that includes a URL to use to log in to Field Service Contractor Portal.