Onboard an external manager
Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.
Before you begin
Role required: wm_admin and wm_contractor_manager_int
About this task
You can also do the initial configuration of onboarding an external manager through the Field Service > Administration > Contractor Management guided setup. For more information about using the guided setup interface, see Using guided setup.
Procedure
Navigate to Outsourced Field Service > Outsourced Service Providers.
Click the contractor company from which you want to onboard a manager.
Click Onboard Manager.
On the form, fill in the fields.
Field Description First name Manager's first name. Last name Manager's last name. Active Option for making this manager the selected external manager. Email Manager's official email address. Time zone Time zone of the manager’s location. Business phone Manager’s business phone number. Mobile phone Manager’s mobile number. Photo (Optional) Photograph of the manager. Date format String format as specified in the field. Click Submit.
Result
The system sends an email to the newly onboarded manager that includes a URL to use to log in to Field Service Contractor Portal.