10.1. Configure Your MSP Organization Name and Your Company

Tenant-level general settings identify your MSP and provide shared defaults used across the application. Keeping these values current helps staff recognize the correct workspace and prevents avoidable confusion when creating client-facing records.

Navigate to Settings > General.

Figure 1: General Settings holds the organization name, the tenant default time zone, and the Your Company section — here the MSP Northwind Managed IT is designated as its own company record.

1. Open Settings > General.
2. Review Organization Name, then click Save Organization Name after editing. This is the name of your MSP organization in AlgaPSA. Update it when your company name changes, when a tenant was created with a placeholder, or when you need the displayed organization name to match internal policy.
3. Review Default Time Zone. This zone is used for emails and notifications when a user has not set their own timezone, so pick the zone where most of your team operates and click Save Default Time Zone.
4. Review Your Company. This section controls which client record represents your own organization within AlgaPSA. The name, address, and logo of the designated client appear on invoices, quotes, and client-facing communications — so this should always point to your MSP's own company record, not a managed client.
5. If you add a new client to the Your Company list, use a real business name that your team will recognize, such as Cascade Manufacturing or Pioneer Law Group. Avoid temporary test names once the tenant is in use. Clients already in the list are excluded from the picker — if a client you expect to see is missing, it is already listed. If a previously removed client needs to be re-added, you can add it again and it will be restored without duplicating the record.
6. To change which client represents your company, select a different radio button in the table. A confirmation dialog will appear showing the current company and the proposed replacement — confirm to apply the change. This safeguard prevents an accidental click from rerouting invoices, quotes, and outbound emails to the wrong organization.
7. Save your changes using the available save action on the page.

After updating general settings, your organization name and company designation should reflect the tenant's current setup. Staff should see the correct organization context when working in AlgaPSA, and invoices, quotes, and client-facing communications should display the correct MSP company details.

If you are still building out client records, complete the full client setup before relying on defaults. The client workflow includes company details, locations, contact information, and notes. See Add an MSP Client with Locations, Contacts, and Notes for the client creation steps.

Operational tip: review Settings > General after mergers, rebrands, or major client cleanup. Small tenant-level values are easy to overlook, but they shape how users interpret the workspace every day.