10.6. Configure Email and In-App Notifications for Invoices, Projects, and Tickets

Notifications help your MSP keep the right people informed without relying on manual reminders. A well-tuned setup can alert staff about invoices, projects, tickets, and other operational events while avoiding unnecessary noise.

Navigate to Settings > General in the sidebar to open Admin Settings, then select Notifications (under Communication). This section allows you to configure system notifications, with separate views for Email Notifications and Internal Notifications.

Figure 1: Notification Settings. The Global Settings toggle controls all notifications for the tenant, and the Settings, Email Templates, and Categories tabs refine what gets sent.

1. Open Settings > General, then click Notifications in the Admin Settings sidebar.
2. Review Global Settings on the Settings tab. Use the Enable Notifications toggle to turn notifications on or off for the entire tenant, then click Save Changes.
3. Review the Categories tab. Enable or disable notifications for specific categories like Invoices, Projects, and Tickets.
4. Review the Email Templates tab. View and customize the content of email templates for various events.
5. Switch between Email Notifications and Internal Notifications to configure each delivery channel.
6. Test a small workflow after changing notification behavior. For example, if you adjust ticket notifications, confirm the expected staff receive the appropriate in-app or email notification when a ticket event occurs.

After configuration, AlgaPSA should send notifications according to the tenant-wide settings, category choices, and template content. If global notifications are off, category-level choices will not have the same practical effect because the tenant-level switch controls overall delivery.

Be deliberate with invoice and ticket notifications. Billing admins may need invoice messages promptly, while technicians and dispatchers may care more about ticket-related updates. Too many broad notifications can cause staff to ignore important alerts.

Operational tip: review notification categories after enabling new workflows. For example, RMM alert rules can notify chosen team members when an alert creates a ticket, and the RMM alert category is managed in Notifications (under Communication). Align those notifications with your dispatch process before going live.