Navigation
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.
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 when your portal account has billing access |
| Profile | Manage your personal profile and password |
| Licenses | Manage license-distributor workflows when the tenant is the Nine Minds distribution tenant |
| Client Settings | Manage account details, visibility groups, and portal users when your portal account has client-settings access |
| Apps | Open extension-provided portal apps when your MSP has installed extensions that publish client-portal menu items |
Sign-in
Portal users sign in with an email and password, or — on Pro — with their own Microsoft account. See client portal SSO, which also covers provisioning portal users from a Microsoft Entra access group so a client's IT administrator manages their own access list.
Turning Appointments Off
Not every MSP wants clients booking time directly. A workspace switch removes client-portal appointments entirely: the navigation entry, the dashboard controls, the booking panel, and the appointment pages themselves. Direct appointment links redirect to the dashboard, and booking requests are refused server-side rather than only hidden in the interface.
Tickets, projects, service requests, and devices carry on as normal.
Portals that already use appointments keep them — the switch does not change behaviour for a workspace that has adopted the feature. See managing client appointments.
Welcome Banner Style
The portal's welcome banner can be styled to match your brand. Choose between:
| Style | Effect |
|---|---|
| Primary shade ramp | A graduated ramp built from your primary colour |
| Primary-to-secondary gradient | A gradient running between your primary and secondary colours |
A live preview shows the result as you choose, and text contrast adjusts automatically so the welcome message stays readable against whichever background you pick.