Onboard agents on the Field Service Contractor Portal

task australia Updated Sep 10, 2026 1 min read onboard-field-service-agent.md
Raw file servicenow.com

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: instance.service-now/fsmcp where instance is the first part of an instance URL.

  2. Click Requests > Onboard Agent in the header menu.

  3. On the form, fill in the fields.

  4. |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 firstname.lastname.| |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.|

  5. 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.

Search documentation
Search document titles and file paths on the australia branch