By default, Simplesat determines a rating's team member by looking for the following ConnectWise fields, in order of priority:
If a member is included in the
Ticket Owner field, they will be associated with the rating. If it's missing, Simplesat will choose
Closed by, and so on.
We also have a way to set priority for the resource who entered the most time. When enabled, the assignment logic will look like this:
Resource with most time entered
After you've authenticated with ConnectWise, you can select the team member assignment.