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Browse our comprehensive documentation and user guides
1. Getting Started with Alga PSA
1.1. Logging In to Your Alga PSA Account
Access your Alga PSA account through the login screen with your username and password.
1.2. Alga PSA Home Page: Quick Start Guide and Platform Features
Overview of the Alga PSA home page including the quick start guide, platform features, and key areas for MSP onboarding.
1.3. Alga PSA Sidebar Navigation: Tickets, Projects, Scheduling, and Settings
Guide to the left-hand sidebar menu covering all modules including Tickets, Projects, Clients, Contacts, Documents, Time Management, Schedule, Technician Dispatch, and Settings.
1.4. Alga PSA Quick Start: Add Clients, Set Up Teams, and Invite Members
Step-by-step quick start guide for new Alga PSA users covering adding your first client, configuring team time approvals, and inviting team members.
1.5. Alga PSA Community vs Enterprise Edition: Open Source Licensing and Features
Compare Alga PSA Community Edition (AGPL-3.0 open source) and Enterprise Edition features, licensing, and deployment options for MSPs.
2. Clients
2.1. Add an MSP Client with Locations, Contacts, and Notes
Create a new client profile in Alga PSA with company details, office locations, billing addresses, primary contacts, and internal notes.
2.2. Client Detail View: Tickets, Contacts, Documents, and Interactions
Navigate the client detail page in Alga PSA including the Details, Tickets, Contacts, Documents, Additional Info, Notes, and Interactions tabs.
2.3. Editing Client Details and Saving Changes
Edit client fields inline from the Details tab in Alga PSA and save changes to update company information.
2.4. Manage Client Locations, Default Billing Addresses, and Tax Regions
Add, edit, and manage client locations in Alga PSA including setting default billing and shipping addresses and assigning tax regions.
2.5. Log Client Notes with Markdown and Track Interactions by Type
Add formatted notes using markdown and log client interactions by type including phone calls, emails, and on-site meetings in Alga PSA.
2.6. Organize and Color-Code Clients with Tags
Create and assign color-coded tags to clients in Alga PSA for visual organization and faster filtering.
3. Tickets
3.1. Create a Service Ticket with Board, Priority, Category, and SLA Assignment
Create a new service ticket in Alga PSA by assigning a client, contact, board, category, status, and priority level.
3.2. Ticketing Dashboard: Filter by Board, Client, Status, Priority, and Tags
Overview of the Alga PSA ticketing dashboard with filtering by board, client, status, priority, category, and tags.
3.3. Update Ticket Status, Priority, Comments, and Agent Team Assignments
View and update ticket details in Alga PSA including status, priority, description, tags, comments, documents, contact info, and agent team.
3.4. Log Billable Time on Tickets Using Timer or Manual Entry
Create time entries on tickets in Alga PSA using the ticket timer or by selecting tracked intervals with service and billing plan options.
3.5. Add Internal, Client, and Resolution Comments and Attach Documents to Tickets
Add internal, client-facing, and resolution comments to tickets and attach documents by creating, uploading, or linking files in Alga PSA.
3.6. Tag and Categorize Service Tickets for Faster Searching
Add and remove tags on service tickets in Alga PSA to categorize issues and improve search and filtering.
4. Time Management
4.1. Time Entry Periods: Status Tracking from In Progress to Approved
Understand time entry periods in Alga PSA including period statuses like In Progress, Submitted, Approved, and Changes Requested.
4.2. Log Time Against Tickets, Project Tasks, or Ad-Hoc Work Items
Add time entries in Alga PSA by linking to existing tickets or project tasks, or creating ad-hoc entries for general work like meetings and training.
4.3. Edit Time Entries and Submit Time Sheets for Approval
Edit or delete individual time entries and submit completed time sheets for manager approval in Alga PSA.
4.4. Approve, Request Changes, or Reverse MSP Technician Time Sheets
Review submitted time sheets in Alga PSA with hour summaries, daily breakdowns, and options to approve, request changes, or reverse approval.
5. Scheduling and Dispatch
5.1. View and Drag-and-Drop Tickets and Tasks onto Your Schedule
View your personal schedule by day, week, or month in Alga PSA and drag tickets, project tasks, and interactions onto your calendar.
5.2. Schedule Tickets, Project Tasks, and Recurring Events for Technicians
Create schedule entries in Alga PSA for tickets, project tasks, ad-hoc work, or interactions with support for daily, weekly, monthly, and yearly recurrence.
5.3. Edit, Delete, and Manage Recurring Schedule Entries
Edit scheduled item details or delete entries in Alga PSA with options to remove single, future, or all occurrences of recurring events.
5.4. Technician Dispatch Board: Drag-and-Drop Work Item Assignment
Assign tickets and tasks to technicians in Alga PSA by dragging work items from the queue onto technician calendars in the dispatch board.
6. Projects
6.1. Create a Client Project with Budgeted Hours, Phases, and Milestones
Create a new project in Alga PSA with client assignment, project manager, budgeted hours, start and end dates, and status tracking.
6.2. Manage Project Phases as Kanban Board Columns
Define project phases in Alga PSA with names, descriptions, and date ranges that display as columns on the project Kanban board.
6.3. Add Project Tasks with Checklists, Dependencies, and Assignments on the Kanban Board
Create tasks within project phases in Alga PSA with titles, descriptions, estimated hours, due dates, assignees, checklists, and dependencies.
6.4. Edit Project, Phase, and Task Details Including Comments and @Mentions
Modify project details, phase dates, and task properties in Alga PSA including checklist items, dependencies, linked tickets, attachments, and @mention comments.
6.5. Link Service Tickets to Project Tasks for Unified Tracking
Associate existing service tickets with project tasks in Alga PSA by searching and linking from the task detail view.
6.6. Create Reusable Project Templates with Phases, Tasks, and Kanban Statuses
Build project templates in Alga PSA from scratch or from existing projects with configurable phases, task statuses, checklists, and assignment options.
7. Documents
7.1. Organize MSP Documents with Folders, Subfolders, and Bulk Moves
Create folders and subfolders in the Alga PSA document management system and bulk-move documents between folders.
7.2. Create Rich Text Documents with Markdown Editing
Create new documents in Alga PSA using the built-in rich text editor with markdown formatting shortcuts for headings, lists, tables, and images.
7.3. Upload and Store Files in the Document Management System
Upload files to Alga PSA by dragging and dropping or browsing your computer to attach documents, screenshots, and log files.
7.4. Link Documents to Clients, Tickets, and Projects
Associate existing Alga PSA documents with clients, tickets, or projects using the Link Documents selector.
7.5. Search and Filter Documents by Type, Entity, Uploader, and Date
Find documents in Alga PSA by searching by name and filtering by file type, associated entity, uploader, date range, and sort order.
7.6. Preview Images, PDFs, and Videos and Download Documents
Preview images, text documents, PDFs, and videos directly in Alga PSA or download files to your computer.
7.7. Delete Documents from the Document Management System
Permanently delete documents from Alga PSA using the trash icon with confirmation dialog.
8. Contacts
8.1. Add Client Contacts with Roles, Company Associations, and Notes
Create a new contact in Alga PSA with name, email, phone, company association, role, notes, and active status.
8.2. View Contact Details, Associated Tickets, Documents, and Interactions
View a contact's full profile in Alga PSA including contact information, associated tickets, linked documents, and interaction history.
8.3. Upload, Create, and Link Documents to a Contact Profile
Attach documents to a contact in Alga PSA by creating new rich text documents, uploading files, or linking existing documents.
8.4. Log Phone Calls, Emails, and Meetings as Contact Interactions
Record interaction details for a contact in Alga PSA including type, title, notes, and duration.
9. User Activities
9.1. View Assigned Tickets, Tasks, and Activities in Card or Table View
View your assigned activities in Alga PSA in card or table view with type, title, status, priority, and due date information.
9.2. Filter User Activities by Type, Priority, Due Date, and Closed Status
Filter your activity list in Alga PSA by activity type, priority level, due date range, and open or closed status.
10. Settings
10.1. Configure Your MSP Organization Name and Default Company
View and update your organization name and manage default company settings in Alga PSA general settings.
10.2. Create Users, Assign Roles (Admin, Technician, Dispatcher), and Manage Accounts
Create and manage user accounts in Alga PSA with role assignment for Manager, Admin, Finance, Technician, Project Manager, and Dispatcher.
10.3. Create Teams and Assign Members for Time Approval Workflows
Organize users into teams in Alga PSA for task assignment and time sheet approval workflows.
10.4. Configure Ticket Numbering, Boards, Statuses, Priorities, and Categories
Customize ticket numbering prefixes, manage boards, configure statuses with colors, define priority levels, and organize categories in Alga PSA.
10.5. Define Interaction Types: Phone Calls, Emails, Meetings, and Custom Types
Create and manage interaction types in Alga PSA with custom icons and display ordering, or import standard types.
10.6. Configure Email and In-App Notifications for Invoices, Projects, and Tickets
Manage global notification settings in Alga PSA including per-category toggles for invoices, projects, and tickets with customizable email templates.
10.7. Configure Time Period Frequency and Duration for MSP Time Tracking
Set the time period grouping frequency and duration for time entry reporting in Alga PSA.
10.8. Sync Microsoft 365 and Google Workspace Inbound Email to Auto-Create Tickets
Configure inbound email synchronization in Alga PSA with Microsoft 365 or Google Workspace to automatically create tickets from monitored mailboxes.
10.9. Connect Third-Party Applications and External Integrations
Manage connections to external third-party applications from the Alga PSA integrations settings page.
10.10. Manage Your Profile, API Keys, and Personal Notification Preferences
Update your personal information, change your password, generate API keys, and customize notification preferences in Alga PSA.
10.11. Configure Roles, Permissions (RBAC), and API Keys for Your MSP
Define roles, configure resource-level permissions for MSP and Client Portal users, assign user roles, and manage API keys in Alga PSA.
10.12. Set Up SSO with Google Workspace or Microsoft 365 (Azure AD)
Configure single sign-on in Alga PSA using Google Workspace or Microsoft 365 Azure AD for individual users or bulk assignment by administrators.
10.13. Configure Project Numbering, Statuses, Task Statuses, and Priorities
Customize project number prefixes, define open and closed project statuses, manage Kanban task statuses, and configure task priority levels in Alga PSA.
10.14. Connect Gmail, Google Calendar, and Pub/Sub via Google Cloud Console
Step-by-step guide to connecting Alga PSA with Google Cloud for Gmail email sync, Google Calendar integration, and Pub/Sub notifications.
10.15. NinjaOne RMM Integration: Sync Devices, Alerts, and Organizations
Connect NinjaOne RMM to Alga PSA to synchronize organizations, map devices, receive alerts, and access remote management from within the PSA.
10.16. Set Up a Custom Outbound Email Domain with DNS Verification
Configure a custom email domain in Alga PSA with DNS records (TXT, MX, CNAME) for branded outbound ticket notifications and improved deliverability.
10.17. Configure Ticket Reply-To Email So Clients Can Respond Directly
Set up a reply-enabled outbound email address in Alga PSA so client replies to ticket notifications are automatically threaded back to the ticket.
11. SLA Management
11.1. SLA Tracking for MSP Tickets: Response Time, Resolution Time, and Escalation
Overview of Alga PSA SLA tracking including two-phase response and resolution deadlines, automatic pause/resume, escalation, and policy hierarchy.
11.2. Create SLA Policies with Priority Targets, Notification Thresholds, and Escalation Levels
Create and assign SLA policies in Alga PSA with per-priority response and resolution targets, notification thresholds, and three-level escalation at client, board, or tenant level.
11.3. Set Up SLA Business Hours, Timezones, and Holiday Schedules
Define when SLA time counts in Alga PSA by configuring business hours schedules with per-day start and end times, timezones, 24x7 mode, and holiday exclusions.
11.4. Pause SLA Timers When Awaiting Client or on Custom Ticket Statuses
Configure automatic SLA timer pausing in Alga PSA when tickets are awaiting client response or move to designated pause statuses.
11.5. Configure 3-Level SLA Escalation Managers Per Ticket Board
Assign escalation managers at three levels per ticket board in Alga PSA to receive notifications when SLA thresholds are crossed at 70%, 90%, and 110%.
11.6. SLA Dashboard: Compliance Trends, Breach Reports, and At-Risk Tickets
Monitor SLA performance in Alga PSA with compliance metrics, trend charts, breach-by-priority breakdowns, and tables of at-risk and recently breached tickets.
11.7. SLA Status Indicators on Tickets: On Track, At Risk, Breached, and Paused
Understand SLA status indicators on tickets in Alga PSA including On Track, At Risk, Breached, and Paused states with configurable notification thresholds.
12. Surveys
12.1. Create CSAT Survey Templates and Auto-Send Triggers on Ticket Close
Build customer satisfaction survey templates in Alga PSA with star, number, or emoji ratings and configure automatic triggers to send surveys when tickets are closed.
12.2. Customer Satisfaction Survey Flow: Email Invitation to Ticket Feedback
End-to-end survey flow in Alga PSA from automated email invitation through customer rating submission to feedback appearing on the ticket and survey dashboard.
12.3. Survey Dashboard: Response Rates, Average Ratings, and Satisfaction Distribution
View survey metrics in Alga PSA including invitations sent, response rate, average rating, satisfaction distribution charts, and filterable response history.
12.4. Segment and Analyze Customer Survey Data by Template, Technician, and Client
Segment survey data in Alga PSA analytics by customer segment, survey template, and timeframe to identify satisfaction trends.
13. Client Portal
13.1. MSP Client Portal: Self-Service Tickets, Projects, Billing, and Appointments
Overview of the Alga PSA Client Portal providing clients with self-service access to support tickets, project tracking, invoices, and appointment scheduling.
13.2. Send Client Portal Invitations and Manage Portal User Permissions
Invite client contacts to the Alga PSA Client Portal with role-based permissions for ticket creation, project visibility, billing access, and user management.
13.3. What Clients See on Tickets: Status, Comments, Documents, and Notifications
Details of what client portal users can view and do on tickets in Alga PSA including creating tickets, adding public comments, uploading documents, and receiving notifications.
13.4. Control Which Project Phases, Tasks, and Fields Clients See in the Portal
Configure per-project visibility settings in Alga PSA to control which phases, tasks, and task fields (description, due date, hours, priority, checklist) clients can see in the portal.
13.5. Client Self-Service Appointment Requests: Booking, Approval, and Scheduling
Manage the client appointment workflow in Alga PSA from self-service booking requests through technician assignment and approval to client notification.
13.6. Client Portal Billing: Invoices, Hours by Service, and Usage Metrics
Configure client access to billing information in the Alga PSA portal including finalized invoices, hours by service breakdowns, and usage metrics with date range filtering.
13.7. Client Portal Notifications for Ticket Comments, Status Changes, and Appointments
Overview of Client Portal notifications in Alga PSA including ticket comments, ticket creation confirmations, status changes, and appointment updates.
13.8. End-User Guide: Using the Alga PSA Client Portal for Tickets, Appointments, and Billing
Client-facing guide for using the Alga PSA portal to sign in, create tickets, request appointments, view invoices, track projects, and manage account settings.