Assign additional manager assignments to an agent

As a manager of a contractor company, you can assign additional manager role to the agents in your teams.

始める前に

Role required: wm_ext_manager

手順

1. Navigate to All > Field Service Contractor Portal > Homepage.
2. Click Agents.
3. From the Service Organization External Staffs list, click the agent profile to whom you want to assign manager role.
4. Click Additional manager assignments.
5. Select all the groups from the list you want to assign the agent as a manager.
6. Click Save.
7. Click Save.