Role-Based Routing
With SimplifyIT's built-in role-based routing, help desk tickets automatically go to the right team or individual - no manual triage required. Whether it's network, operations, or programming, tickets are routed by the type of issue and the internal groups you define.
How It Works
- Group-Based Routing: Assign internal groups to handle different ticket categories or subcategories.
- Automatic Assignment: Tickets are routed without relying on email threads or guesswork.
- Clear Accountability: Every request has a defined owner - great for reporting, audits, and compliance.
Built for Banks and Credit Unions
This isn't generic IT software - our routing is purpose-built for financial institutions. Create roles like Operations, Core Systems, or Facilities and assign requests accordingly. Or automatically assign to the direct supervisor for approval before passing to the next step.
Whether it's a privilege change for Fiserv or Symitar - or a facilities issue at a branch - the right team sees the request instantly.
Fewer Emails. Faster Fixes.
Role-based routing eliminates the dreaded "who handles this?" loop. That means faster fixes, clearer metrics, and happier staff.
Try It for Yourself
Watch our 5-minute demo or schedule a quick call to see how routing can work at your institution.
