Navigate to Settings > General > Users tab. This section allows administrators to manage user accounts.

Create New User: Add new users to your AlgaPSA instance by providing their first name, last name, email, and password.
Assign Role: After creating a user, or when editing an existing one, you can assign their roles. In the user details drawer, select the desired roles (e.g., "Manager," "Admin," "Finance," "Technician," "Project Manager," "Dispatcher") from the "Select roles to add" dropdown, then click Add Role. Ensure you click Save Changes after adding roles.

Permission requirements: Assigning or removing an MSP staff role (e.g. Manager, Admin, Finance, Technician, Project Manager, Dispatcher) requires the user:update permission. Assigning or removing a client-portal–only role requires either client:update or user:update. Users who do not hold the appropriate permission will receive a "Permission denied" error and no role change will be saved.
User List: View active and inactive users, their emails, and assigned roles. You can search for users and use the "Actions" menu (three dots) to "Edit" or "Remove" a user.
Edit User: Modify a user's details, change their password, assign/remove roles, and set their account status (Active/Inactive).

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10.2. Create Users, Assign Roles (Admin, Technician, Dispatcher), and Manage Accounts