Context:

MSP Process allows you to link your user account to a Member in ConnectWise - that linkage is used in several situations:

• When sending you a push notification through our MSP Process mobile app
• When you're adding a Time Entry to a ticket
• When creating a Schedule Entry (i.e. a Meeting) on a ticket
• When filtering the Ticketing -> PSA Tickets page for "My Tickets"

Prerequisites:

• You must have a Ticket Default created within your PSA Integration, under the Integration -> PSA Integration page

Steps to follow:

1. Login to MSP Process with your user account
2. Edit your user account by clicking on the Account icon, in the top right-hand corner of the UI
3. Enable the Link ConnectWise User option
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4. In the pop-up window that appears, choose the appropriate Ticket Default, and then select the appropriate Member from ConnectWise
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5. Click Submit to save your changes

Congratulations! You've now linked your MSP Process user account to a Member in ConnectWise.