---
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: "2026-03-12"
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** > **Administration** > **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** > **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.