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Browse our comprehensive documentation and user guides
1. Getting Started with AlgaPSA
1.1. Logging In to Your AlgaPSA Account
Learn how to sign in to AlgaPSA from the login screen, enter your username and password, and access your MSP workspace securely.
1.2. AlgaPSA Home Page: Quick Start Guide and Platform Features
Explore the AlgaPSA home page, including the quick start guide, platform features, and key areas for onboarding new MSP teams.
1.3. AlgaPSA Sidebar Navigation: Tickets, Projects, Scheduling, and Settings
Learn the AlgaPSA sidebar menu across Tickets, Projects, Clients, Contacts, Documents, Time Management, Schedule, Dispatch, and Settings.
1.4. AlgaPSA Quick Start: Add Clients, Set Up Teams, and Invite Members
Step-by-step quick start guide for new AlgaPSA users covering adding your first client, configuring team time approvals, and inviting team members.
1.5. AlgaPSA Community vs Enterprise Edition: Open Source Licensing and Features
Compare AlgaPSA 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 AlgaPSA 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 AlgaPSA including the Details, Tickets, Contacts, Documents, Additional Info, Notes, and Interactions tabs.
2.3. Editing Client Details and Saving Changes
Edit AlgaPSA client information from the Details tab, update company fields inline, and save changes so account records stay current.
2.4. Manage Client Locations, Default Billing Addresses, and Tax Regions
Add, edit, and manage client locations in AlgaPSA 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 AlgaPSA.
2.6. Organize and Color-Code Clients with Tags
Create and assign color-coded client tags in AlgaPSA to organize accounts visually, speed filtering, and highlight important MSP segments.
3. Tickets
3.1. Create a Service Ticket with Board, Priority, Category, and SLA Assignment
Create a new AlgaPSA service ticket by assigning client, contact, board, category, status, priority, and the details technicians need.
3.2. Ticketing Dashboard: Filter by Board, Client, Status, Priority, and Tags
Explore the AlgaPSA ticketing dashboard, including filters for board, client, status, priority, category, tags, search, and reset controls.
3.3. Update Ticket Status, Priority, Comments, and Agent Team Assignments
View and update ticket details in AlgaPSA 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 AlgaPSA 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 AlgaPSA.
3.6. Tag and Categorize Service Tickets for Faster Searching
Add, remove, and manage service ticket tags in AlgaPSA to categorize issues, improve filtering, and keep support queues easier to search.
4. Time Management
4.1. Time Entry Periods: Status Tracking from In Progress to Approved
Understand time entry periods in AlgaPSA 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 AlgaPSA 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 AlgaPSA time entries, review period totals, and submit completed time sheets for manager approval in MSP workflows.
4.4. Approve, Request Changes, or Reverse MSP Technician Time Sheets
Review submitted time sheets in AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA project tasks by searching from the task detail view and linking related support work.
6.6. Create Reusable Project Templates with Phases, Tasks, and Kanban Statuses
Build project templates in AlgaPSA from scratch or from existing projects with configurable phases, task statuses, checklists, and assignment options.
6.7. View and Edit Project Tasks in the List View
Switch a project to the List view in AlgaPSA to see every phase and task in one table, edit status, priority, type, due date, assignee, and hours inline, and adjust column density and layout.
7. Documents
7.1. Organize MSP Documents with Folders, Subfolders, and Bulk Moves
Organize AlgaPSA documents with folders and subfolders, then bulk-move files to keep MSP documentation easier to browse and maintain.
7.2. Create Rich Text Documents with Markdown Editing
Create new documents in AlgaPSA 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 AlgaPSA by dragging and dropping or browsing your computer to attach documents, screenshots, and log files.
7.4. Link Documents to Clients, Tickets, and Projects
Learn how to link existing AlgaPSA documents to clients, tickets, or projects with the Link Documents selector while editing records.
7.5. Search and Filter Documents by Type, Entity, Uploader, and Date
Find documents in AlgaPSA 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 AlgaPSA, or download files when technicians and clients need local copies.
7.7. Delete Documents from the Document Management System
Learn how to permanently delete AlgaPSA documents from the document card, confirm removal, and understand when deleted files leave the system.
8. Contacts
8.1. Add Client Contacts with Roles, Company Associations, and Notes
Create a new AlgaPSA contact with name, email, phone, company association, role, notes, and status for accurate client records.
8.2. View Contact Details, Associated Tickets, Documents, and Interactions
View a contact's full profile in AlgaPSA 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 AlgaPSA by creating new rich text documents, uploading files, or linking existing documents.
8.4. Log Phone Calls, Emails, and Meetings as Contact Interactions
Record contact interactions in AlgaPSA with type, title, notes, duration, and linked details so client communication history stays complete.
9. User Activities
9.1. View Assigned Tickets, Tasks, and Activities in Card or Table View
View your assigned activities in AlgaPSA 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 AlgaPSA activity list by activity type, priority, due date range, and open or closed status to focus assigned work.
10. Settings
10.1. Configure Your MSP Organization Name and Default Company
Update AlgaPSA general settings, including organization name and default company details, so tenant-level configuration stays accurate.
10.2. Create Users, Assign Roles (Admin, Technician, Dispatcher), and Manage Accounts
Create and manage user accounts in AlgaPSA with role assignment for Manager, Admin, Finance, Technician, Project Manager, and Dispatcher.
10.3. Create Teams and Assign Members for Time Approval Workflows
Learn how to organize users into AlgaPSA teams for task assignment, time sheet approvals, manager oversight, and clearer MSP 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 AlgaPSA.
10.5. Define Interaction Types: Phone Calls, Emails, Meetings, and Custom Types
Create and manage AlgaPSA interaction types with custom icons, display order, and standard imports for consistent client activity tracking.
10.6. Configure Email and In-App Notifications for Invoices, Projects, and Tickets
Manage global notification settings in AlgaPSA 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
Configure AlgaPSA time entry period settings, including grouping frequency and duration, so MSP teams can report tracked work consistently.
10.8. Sync Microsoft 365 and Google Workspace Inbound Email to Auto-Create Tickets
Configure inbound email synchronization in AlgaPSA with Microsoft 365 or Google Workspace to automatically create tickets from monitored mailboxes.
10.9. Connect Third-Party Applications and External Integrations
Learn where to manage AlgaPSA third-party integrations, connect external applications, and review integration settings for your MSP.
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 AlgaPSA.
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 AlgaPSA.
10.12. Set Up SSO with Google Workspace or Microsoft 365 (Azure AD)
Configure single sign-on in AlgaPSA 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 AlgaPSA.
10.14. Connect Gmail, Google Calendar, and Pub/Sub via Google Cloud Console
Step-by-step guide to connecting AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA so client replies to ticket notifications are automatically threaded back to the ticket.
10.18. Sync Microsoft Entra Tenants and Contacts for MSP Clients
Connect Microsoft Entra to discover managed client tenants, map them to AlgaPSA clients, and sync Entra users into client contacts.
10.19. Connect Microsoft Teams to AlgaPSA for Technician Workflows
Configure the Microsoft Teams integration so MSP technicians can open AlgaPSA in Teams, use bot commands, create tickets from messages, receive activity notifications, and generate Teams meeting links.
11. SLA Management
11.1. SLA Tracking for MSP Tickets: Response Time, Resolution Time, and Escalation
Overview of AlgaPSA 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 AlgaPSA SLA policies with response and resolution targets, notification thresholds, and escalation rules for MSP tickets.
11.3. Set Up SLA Business Hours, Timezones, and Holiday Schedules
Define when SLA time counts in AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA customer satisfaction survey templates with star, number, or emoji ratings and trigger surveys automatically when tickets close.
12.2. Customer Satisfaction Survey Flow: Email Invitation to Ticket Feedback
End-to-end survey flow in AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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 AlgaPSA 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
Control what client portal users can see and do on AlgaPSA tickets, including public comments, document uploads, and notifications.
13.4. Control Which Project Phases, Tasks, and Fields Clients See in the Portal
Configure AlgaPSA project visibility settings to control which phases, tasks, and task fields clients can see in the portal.
13.5. Client Self-Service Appointment Requests: Booking, Approval, and Scheduling
Manage the client appointment workflow in AlgaPSA 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 AlgaPSA client portal billing access, including finalized invoices, service hours, usage metrics, and date range filtering.
13.7. Client Portal Notifications for Ticket Comments, Status Changes, and Appointments
Overview of Client Portal notifications in AlgaPSA including ticket comments, ticket creation confirmations, status changes, and appointment updates.
13.8. End-User Guide: Using the AlgaPSA Client Portal for Tickets, Appointments, and Billing
Client-facing guide for using the AlgaPSA portal to sign in, create tickets, request appointments, view invoices, track projects, and manage account settings.
14. Billing and Contracts
14.1. MSP Billing Dashboard: Contracts, Invoicing, Tax Rates, and Service Catalog
Navigate the AlgaPSA billing dashboard to manage MSP contracts, run invoicing, configure pricing and tax, and review billing reports from a single workspace.
14.2. Configure Tenant Billing Defaults for Currency, Invoice Numbering, Tax, and Renewals
Configure tenant-wide AlgaPSA billing defaults including currency, invoice numbering, zero-dollar handling, tax calculation source, tax regions, and renewal automation.
14.3. Define Billable MSP Services with Fixed, Hourly, and Usage-Based Rates
Build the AlgaPSA service catalog with fixed, hourly, and usage-based services, multi-currency pricing, service types, and product entries for MSP billing.
14.4. Configure MSP Tax Rates by Region with Composite, Bracket, and Holiday Support
Configure AlgaPSA tax rates by region with composite components, progressive brackets, tax holidays, and clear precedence rules for MSP invoicing.
14.5. Configure Per-Client Billing Email, Payment Terms, Tax Region, and Invoice Layout
Configure per-client AlgaPSA billing options including billing contact, delivery method, payment terms, tax region, billing cycle, zero-dollar handling, and invoice layout overrides.
14.6. Create MSP Client Contracts with Fixed Fee, Hourly, Usage, and Bucket Billing
Create AlgaPSA client contracts for MSP managed services, backup plans, security bundles, block-of-hours support, and project retainers using the contract wizard with fixed, hourly, usage, and bucket billing.
14.7. Add Fixed, Hourly, Usage, and Bucket Contract Lines with Reusable Presets
Configure AlgaPSA contract lines for MSP billing using fixed monthly fees, hourly labor, usage charges, and bucket allowances, with reusable presets and example contract structures for common MSP scenarios.
14.8. Schedule Time-Bound Rate Changes on MSP Client Contracts
Use AlgaPSA pricing schedules to apply scheduled rate increases, promotional rates, or fixed-window pricing on MSP fixed-fee contract lines without editing the base contract.
14.9. Manage MSP Contract Renewals: Manual, Auto-Renew, and Upcoming Renewals Queue
Track AlgaPSA contract renewals through the Upcoming Renewals queue, choose Manual or Auto Renew modes, configure tenant-level renewal automation, and avoid contracts expiring silently.
14.10. Create, Send, and Convert MSP Sales Quotes to Contracts and Invoices
Build AlgaPSA sales quotes for MSP clients, route them through internal approval, send to clients, and convert accepted quotes directly into contracts and invoices.
14.11. Inspect, Repair, and Troubleshoot Recurring Service Periods on MSP Contracts
Use AlgaPSA's Recurring Service Periods page to inspect contract billing windows, lifecycle states, advance/arrears timing, and repair schedules so MSP invoicing stays clean.
14.12. Generate Automatic, Manual, and Prepayment Invoices for MSP Clients
Run AlgaPSA invoice generation for recurring MSP billing, manual one-off charges, and prepayment deposits with full visibility into approval blockers, repair alerts, and combinability rules.
14.13. Review, Finalize, Email, and Download Client Invoices
Review draft invoices in AlgaPSA, finalize them, send by email, download PDFs, unfinalize for editing, or reverse drafts back to un-invoiced state for clean MSP billing operations.
14.14. From Time Entry to Invoice to Accounting Export: The Full MSP Billing Path
Follow the AlgaPSA business workflow that turns approved technician time into a client invoice and then into an accounting export for QuickBooks, Xero, or CSV import.
14.15. Track Endpoint, Storage, and License Usage for Consumption-Based MSP Billing
Record usage data in AlgaPSA for consumption-based MSP billing, including monitored endpoints, backup storage, and licensed seats, then track bucket consumption against included allowances.
14.16. Accept Online MSP Invoice Payments via Stripe Checkout (Enterprise Edition)
Connect AlgaPSA Enterprise Edition to Stripe Checkout so MSP clients can pay finalized invoices through a payment link, with automatic webhook reconciliation and Client Portal payment flows.
14.17. Export Finalized MSP Invoices for Import into QuickBooks, Xero, and Other Accounting Systems
Create AlgaPSA accounting export batches for QuickBooks Online, QuickBooks Desktop, QuickBooks CSV, and Xero so MSP finalized invoices can be imported into your accounting system.
14.18. Invoice Layouts: Standard, Custom, Defaults, and Per-Client Assignment
Understand AlgaPSA standard and custom invoice layouts, set tenant defaults, override per client, and apply the tenant/client/contract/line assignment precedence for MSP invoice branding.
14.19. Build an MSP Invoice Layout: Create, Clone, Designer Workspace, Components, and Field Binding
Build a custom AlgaPSA invoice layout from create-or-clone through the visual designer workspace, structure/content/dynamic/media components, and binding customer, invoice, tenant, and line-item fields.
14.20. Style and Shape MSP Invoice Layouts: Branding, Line-Item Tables, Totals, and Transforms
Style and shape AlgaPSA invoice layouts with brand colors, logo placement, line-item tables, dynamic content, totals, taxes, discounts, and advanced transforms that filter, sort, group, or summarize invoice data.
14.21. Page Setup, Preview, and Troubleshooting for AlgaPSA Invoice Layouts
Set AlgaPSA invoice layout paper size, margins, and PDF safe zones, preview with sample or existing invoices, and troubleshoot common rendering issues before assigning a layout to clients.
15. Workflow Automation
15.1. What Workflow Automation Does for MSPs
Understand how Workflow Automation helps MSPs turn ticket, billing, scheduling, and client events into repeatable business processes.
15.2. Choose Workflow Triggers from the Event Catalog
Use the Workflow Event Catalog to choose business events that should start ticket, billing, scheduling, project, and communication automations.
15.3. Build Your First MSP Workflow
Create a practical first workflow that responds to a new urgent ticket, routes it for triage, and notifies the right MSP team members.
15.4. Workflow Actions and Control Flow
Understand AlgaPSA workflow actions, branches, loops, waits, AI steps, and error handling in business terms for MSP automation.
15.5. Schedule Recurring Workflow Automation
Use one-time and recurring workflow schedules for month-end billing checks, client health reviews, and other time-based MSP operations.
15.6. Publish, Monitor, and Troubleshoot Workflows
Validate, publish, monitor, retry, replay, and troubleshoot AlgaPSA workflow runs after MSP automations go live in production.
15.7. Workflow Security and Governance
Set safe operating practices for workflow permissions, secrets, client communication, naming, testing, and change control.