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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Onboard agents

# Onboard agents on the Field Service Contractor Portal {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Onboard a Field Service agent so the contractor company can assign
outsourced work order tasks to be performed at the customer location by that agent.

## Before you begin

Role required: wm_ext_manager

## Procedure

1. In a web browser, enter this text in the address bar: <kbd class="ph userinput">instance.service-now/fsmcp</kbd> where <var class="keyword varname">instance</var> is the first part of an instance URL.
2. Click RequestsOnboard Agent in the header menu.
3. On the form, fill in the fields.

{#onboard-field-service-agent__table_okq_dpz_4lb__entry__2}

| Field | Description |
|-|-|
| First name | Agent's first name. |
| Last name | Agent's last name. |
| User ID | Auto-populated unique identifier for this user. The user ID follows the format <kbd class="ph userinput">firstname.lastname</kbd>. |
| Assignment Group | Group name to which the agent belongs. For example, external. |
| Email | Email address of the agent. |
| Company | Name of the employer. |
| Mobile phone | Mobile number of the agent. |
| Business phone | Phone number of the agent. |
| Additional Manager | Option to assign additional manager role to the agent to handle managerial activities in the absence of primary external manager. |
| Geolocation tracked | Option to enable tracking the real-time location of agent. |
[Table 1. Onboard Agent form]

{#onboard-field-service-agent__table_okq_dpz_4lb}

4. Click Submit.

## Result

An external agent of the contractor company is onboarded and the internal manager
receives an approval request for the agent.

## What to do next

The internal manager receives a request to approve the onboarding of an agent. For
more information, see [Approve or reject requests for onboarding agents](https://www.servicenow.com/docs/msO_14XDuqum_atkHvo0sQ "Review external agent requests that are assigned to you for approval and determine whether to accept or reject them.").

*[\>]: and then