1.4. AlgaPSA Quick Start: Add Clients, Set Up Teams, and Invite Members

Use this quick start when you are opening a new AlgaPSA tenant and need the basic operating model in place before technicians begin logging work. The goal is simple: create the client records your team will support, set up the approval structure for time, and invite the people who will work in the system.

Before you begin, sign in with an account that can manage clients and users. If you cannot access user settings, ask an administrator with the right role to complete the team and invitation steps.

1. Add Your First Client
   Start by setting up your client profiles and their IT infrastructure details. For example, create a record for GreenLeaf Dental Group before logging tickets, time, contacts, or locations against that client. The client record becomes the anchor for service history and future billing. See Add an MSP Client with Locations, Contacts, and Notes for the full workflow.

2. Set up team for time approvals
   Configure your team members and set up time approval workflows. Time approval matters because approved billable work can flow into billing, while incomplete or incorrect time can be returned for changes. If your MSP bills monthly, set this up before the first billing cycle so technicians know where their time sheets go.

3. Invite Team Members
   Bring in your team and assign roles to start collaborating. Common roles include "Manager," "Admin," "Finance," "Technician," "Project Manager," and "Dispatcher." After creating or editing a user, assign roles from the user details drawer and click Save Changes.

When these steps are complete, you should have at least one usable client record, a team approval path for time sheets, and active users who can begin working tickets, entering time, and managing clients according to their roles.

Operational tip: complete one realistic end-to-end test before rollout. Add a client such as Northstar Accounting, invite a technician, create or select a time period, add a time entry, and confirm that the time sheet can be submitted for approval.