10.11. Security Settings

Navigate to Settings > Security. This section is for administrators to manage security configurations within Alga PSA.

• Roles: Define and manage roles (e.g., "Manager," "Admin," "Finance," "Technician," "Dispatcher," "Project Manager"). Each role has a description and specifies if it's for MSP or Client Portal users. You can add new roles or delete existing ones.
• Permissions: Configure specific access permissions for different roles and resources (e.g., read, create, update, delete actions for Assets, Contacts, Documents, Time Entry, Tickets, Users, etc.). You can select a role to view or modify its permissions.
• User Roles: Assign roles to MSP users and Client Portal users. Search for users and assign available roles (e.g., "Admin," "Finance," "Technician"). You can also remove assigned roles.
• API Keys: This tab within Security Settings provides a centralized view of all API keys generated in the system.