---
sourceDocument: Xanadu Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/field-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Onboard an external agent

# Onboard an external agent {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Onboard an agent for contractor company to assign the work order tasks.

## Before you begin

Role required: wm_admin, wm_contractor_manager_int

## About this task

Internal manager of the company can onboard field service agents for the third-party
contractor companies. These onboarded agents are known as external agents and
responsible for performing the assigned work order tasks at the customer location.

You can also do the initial configuration of onboarding an external manager through Field ServiceAdministrationGuided Setup. For more information about using the guided setup interface, see
[Using guided
setup](https://www.servicenow.com/docs/access?context=guided-setup&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US).

## Procedure

1. Navigate to Outsourced Field ServiceOutsourced Service Providers.
2. Click a contractor company from the list for which you want to on board a field service agent.
3. Click Onboard Agent.
4. On the form, fill in the fields.  
   {#onboard-agent__table_rg5_xlv_3lb__entry__2}

   | Field | Description |
   |-|-|
   | First name | Agent's first name. |
   | Last name | Agent's last name |
   | Active | Option for making this agent the selected external agent. |
   | Email | Agent's official email address. |
   | Time zone | Time zone for this agent's location. |
   | Business phone | Agent's business phone number. |
   | Mobile phone | Agent's mobile phone number. |
   | Photo | Photograph of the agent. |
   | Date format | String format as specified in the field. |
   | Geolocation tracked | Option to enable tracking the real-time location of agent. |
   [Table 1. Service Organization External Staff form]

   {#onboard-agent__table_rg5_xlv_3lb}
5. Click Submit.

## Result

The system sends an email to the newly onboarded agent that includes a URL to reset
the password while logging to Field Service Contractor Portal for the
first time.

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