Onboard an external manager

task australia Updated Sep 10, 2026 1 min read onboard-external-manager.md

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.

56 lines · 2.2 KB Wrap lines

---
title: Onboard an external manager
description: Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/workforce-optimization-for-field-service/onboard-external-manager.html
release: australia
product: Workforce Optimization for Field Service
classification: workforce-optimization-for-field-service
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Contractor Management, Contractor capabilities, Set up workforce, Configure, Field Service Management]
---

# 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** &gt; **Administration** &gt; **Contractor Management** guided setup. For more information about using the guided setup interface, see [Using guided setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/guided-setup.md).

## Procedure

1.  Navigate to **Outsourced Field Service** &gt; **Outsourced Service Providers**.

2.  Click the contractor company from which you want to onboard a manager.

3.  Click **Onboard Manager**.

4.  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.|

5.  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.