The "Service Providers" Cockpit feature allows you to create entries for service companies. By assigning craftspeople to these service providers, you can then assign tickets directly in the Service center, using the same familiar process for collaborating with internal colleagues. Please note however that the craftsperson requires authorization as an "External Agent." Precise details on how this works and other notes can be found in this article on Managing Roles.
To create a new service company, please use the "Service Provider" Cockpit feature and click on "New Service Provider."
You can then enter information about the service company. This allows you to use the Team Management tool to issue Cockpit access rights to employees of the service company.
If you have created multiple service providers, then it is recommended that you speak with your Customer Success Manager about integrating the “Craftspeople" micro-app. This provides a list of service providers based on their assigned Service center categories. Your tenants can then create Service center queries directly from the "Craftspeople" micro-app.
"General Settings" provides the possibility to insert your own logo and a corresponding footer, which you can use for your customized e-mail templates.
Should you have questions or problems, please contact our Support team at any time.