Offboard an external agent

Offboard external managers or agents of the contractor company to terminate their services.

Avant de commencer

Before offboarding a manager or an agent, ensure that they are not assigned to any task and remove them manually from the assigned assignment groups and stockrooms.

Role required: wm_admin, wm_contractor_manager_int

Pourquoi et quand exécuter cette tâche

An offboarded manager or agent cannot log in to the Field Service Contractor Portal and do not receive any notification through email or SMS.

Procédure

1. Navigate to All > Outsourced Field Service > Outsourced Service Providers.
2. From the list of field service providers, click a contractor company from which you want to offboard an agent.
3. Click the Contacts tab.
4. From the Service Organization External Staffs list, click an agent whom you want to offboard.
5. Click Offboard Agent.

Résultats

The external manager or agent is removed from all the assigned groups.