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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.
13.1. 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. Client PortalUpdated: 7/10/2026
The Client Portal provides your clients with a dedicated self-service interface to interact with your MSP. Clients can submit support tickets, track project progress, view invoices, and request appointments without needing to contact your team directly.
Key Benefits
- Reduced Support Load - Clients can check ticket status and project progress themselves
- Improved Transparency - Clients have visibility into work being done on their behalf
- Streamlined Communication - Centralized location for ticket comments and document sharing
- Self-Service Scheduling - Clients can request appointments during available time slots
Client Portal Features
| Feature | Description |
|---|---|
| Dashboard | Overview of open tickets, projects, pending invoices, and upcoming appointments |
| Tickets | Create tickets, add comments, upload documents, and track status |
| Service Requests | Submit structured service requests when your MSP has published them |
| Projects | View project phases and tasks (based on visibility settings) |
| Appointments | Request meetings with your technicians |
| My devices | Review devices associated with your organization |
| Documents | Access shared documents from your MSP |
| Knowledge Base | Browse published help articles and runbooks |
| Billing | View invoices, quotes, hours by service, and usage metrics |
| Profile | Manage your personal profile and password |
| Client Settings | Manage account details, visibility groups, and portal users |