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Documentation
Browse our comprehensive documentation and user guides
1. Getting Started with Alga PSA
1.1. Logging In
Documentation for 1.1. Logging In
1.2. Navigating the Home Page
Documentation for 1.2. Navigating the Home Page
1.3. Understanding the Main Navigation (Sidebar Menu)
Documentation for 1.3. Understanding the Main Navigation (Sidebar Menu)
1.4. Quick Start Guide
Documentation for 1.4. Quick Start Guide
1.5. Community vs Enterprise Edition
Documentation for 1.5. Community vs Enterprise Edition
2. Clients
2.1. Adding a New Client
Documentation for 2.1. Adding a New Client
2.2. Viewing Client Details
Documentation for 2.2. Viewing Client Details
2.3. Editing Client Information
Documentation for 2.3. Editing Client Information
2.4. Adding and Managing Client Locations
Documentation for 2.4. Adding and Managing Client Locations
2.5. Adding Notes and Interactions for a Client
Documentation for 2.5. Adding Notes and Interactions for a Client
2.6. Using Client Tags
Documentation for 2.6. Using Client Tags
3. Tickets
3.1. Creating a New Ticket
Documentation for 3.1. Creating a New Ticket
3.2. Understanding the Ticketing Dashboard
Documentation for 3.2. Understanding the Ticketing Dashboard
3.3. Viewing and Updating Ticket Details
Documentation for 3.3. Viewing and Updating Ticket Details
3.4. Adding Time Entries to a Ticket
Documentation for 3.4. Adding Time Entries to a Ticket
3.5. Managing Ticket Comments and Documents
Documentation for 3.5. Managing Ticket Comments and Documents
3.6. Adding and Managing Ticket Tags
Documentation for 3.6. Adding and Managing Ticket Tags
4. Time Management
4.1. Understanding Time Entry Periods
Documentation for 4.1. Understanding Time Entry Periods
4.2. Adding New Time Entries
Documentation for 4.2. Adding New Time Entries
4.3. Editing and Submitting Time Sheets
Documentation for 4.3. Editing and Submitting Time Sheets
4.4. Overview of Time Sheet Approvals
Documentation for 4.4. Overview of Time Sheet Approvals
5. Scheduling and Dispatch
5.1. Viewing Your Schedule
Documentation for 5.1. Viewing Your Schedule
5.2. Adding New Schedule Entries
Documentation for 5.2. Adding New Schedule Entries
5.3. Editing and Deleting Scheduled Items
Documentation for 5.3. Editing and Deleting Scheduled Items
5.4. Understanding the Technician Dispatch Board
Documentation for 5.4. Understanding the Technician Dispatch Board
6. Projects
6.1. Creating a New Project
Documentation for 6.1. Creating a New Project
6.2. Managing Project Phases
Documentation for 6.2. Managing Project Phases
6.3. Adding and Managing Tasks within a Project
Documentation for 6.3. Adding and Managing Tasks within a Project
6.4. Editing Project, Phase, and Task Details
Documentation for 6.4. Editing Project, Phase, and Task Details
6.5. Linking Tickets to Project Tasks
Documentation for 6.5. Linking Tickets to Project Tasks
6.6. Project Templates
Documentation for 6.6. Project Templates
7. Documents
7.1. Documentation Organization with Folders
Documentation for 7.1. Documentation Organization with Folders
7.2. Creating a New Document
Documentation for 7.2. Creating a New Document
7.3. Uploading Files
Documentation for 7.3. Uploading Files
7.4. Linking Existing Documents
Documentation for 7.4. Linking Existing Documents
7.5. Searching and Filtering Documents
Documentation for 7.5. Searching and Filtering Documents
7.6. Viewing and Downloading Documents
Documentation for 7.6. Viewing and Downloading Documents
7.7. Deleting Documents
Documentation for 7.7. Deleting Documents
8. Contacts
8.1. Adding a New Contact
Documentation for 8.1. Adding a New Contact
8.2. Viewing Contact Details
Documentation for 8.2. Viewing Contact Details
8.3. Attaching Documents to a Contact
Documentation for 8.3. Attaching Documents to a Contact
8.4. Adding Interactions for a Contact
Documentation for 8.4. Adding Interactions for a Contact
9. User Activities
10. Settings
10.1. General Settings
Documentation for 10.1. General Settings
10.2. User Management
Documentation for 10.2. User Management
10.3. Team Management
Documentation for 10.3. Team Management
10.4. Ticketing Settings
Documentation for 10.4. Ticketing Settings
10.5. Interaction Types
Documentation for 10.5. Interaction Types
10.6. Notifications
Documentation for 10.6. Notifications
10.7. Time Entry Settings
Documentation for 10.7. Time Entry Settings
10.8. Email Sync Settings
Documentation for 10.8. Email Sync Settings
10.9. Client Integrations
Documentation for 10.9. Client Integrations
10.10. Your Profile
Documentation for 10.10. Your Profile
10.11. Security Settings
Documentation for 10.11. Security Settings
10.12. Single Sign On
Documentation for 10.12. Single Sign On
10.13. Project Settings
Documentation for 10.13. Project Settings
10.14. Google Cloud Connector Settings
Documentation for 10.14. Google Cloud Connector Settings
10.15. Setting Up NinjaOne Integration in Alga PSA
Documentation for 10.15. Setting Up NinjaOne Integration in Alga PSA
10.16. Custom Email Domain Setup
Documentation for 10.16. Custom Email Domain Setup
10.17. Ticket Reply Email Settings
Documentation for 10.17. Ticket Reply Email Settings
11. SLA Management
11.1. Understanding SLA Tracking
Documentation for 11.1. Understanding SLA Tracking
11.2. Creating and Managing SLA Policies
Documentation for 11.2. Creating and Managing SLA Policies
11.3. Setting Up Business Hours
Documentation for 11.3. Setting Up Business Hours
11.4. Configuring SLA Pause Rules
Documentation for 11.4. Configuring SLA Pause Rules
11.5. Managing Escalation Rules
Documentation for 11.5. Managing Escalation Rules
11.6. Understanding the SLA Dashboard
Documentation for 11.6. Understanding the SLA Dashboard
11.7. SLA Status on Tickets
Documentation for 11.7. SLA Status on Tickets
12. Surveys
12.1. Survey Setup-Templates and Triggers
Documentation for 12.1. Survey Setup-Templates and Triggers
12.2. Customer Survey Flow
Documentation for 12.2. Customer Survey Flow
12.3. Survey Dashboard and Responses
Documentation for 12.3. Survey Dashboard and Responses
12.4. Survey Analytics
Documentation for 12.4. Survey Analytics
13. Client Portal
13.1. Client Portal Overview
Documentation for 13.1. Client Portal Overview
13.2. Inviting Clients to the Portal
Documentation for 13.2. Inviting Clients to the Portal
13.3. Client Ticket Visibility
Documentation for 13.3. Client Ticket Visibility
13.4. Configuring Project Visibility
Documentation for 13.4. Configuring Project Visibility
13.5. Managing Client Appointments
Documentation for 13.5. Managing Client Appointments
13.6. Client Billing Access
Documentation for 13.6. Client Billing Access
13.7. Portal Notifications
Documentation for 13.7. Portal Notifications
13.8. Client Portal User Guide
Documentation for 13.8. Client Portal User Guide