Approve or reject requests for onboarding agents

Review external agent requests that are assigned to you for approval and determine whether to accept or reject them.

Before you begin

Role required: wm_contractor_manager_int, wm_admin, and admin

About this task

Whenever a manager of the contractor company onboards a field service agent, the request goes to the internal manager of the organization for approval process.

Procedure

1. Navigate to All > Self-Service > My Approvals.
2. Click a requested item from the Approvals list for which you want to approve the agent.
3. Click the Onboard a new Contractor Agent link in the Approval-Requested Item request form to review agent details.
4. Process the request.
   • To approve the agent, Click Approve.

     The newly onboarded agent is approved by the parent company. External managers can assign the work order tasks to the agent.

   • To reject the agent, Click Reject.

     The newly onboarded agent is rejected by the parent company. External managers cannot assign the work order tasks to the agent.