> ## Documentation Index > Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt > Use this file to discover all available pages before exploring further. # Alpha permissions and roles > What this does The Permissions page decides what Alpha may change. This covers your PSAs, your documentation systems and MSP Process itself. Each action has… ## What this does The Permissions page decides what Alpha may change. This covers your PSAs, your documentation systems and MSP Process itself. Each action has three levels: * **Off**: Alpha can't do it. It can still read and answer. * **Ask first**: Alpha shows a confirmation card and waits for you to click **Confirm**. * **Automatic**: Alpha does it as soon as it decides to, without asking. These settings also apply to AI apps your team connects, such as Claude or ChatGPT. ## How Alpha starts out When Alpha is first turned on, it can read and answer, but it can't change anything: * **Allow changes** is off on every PSA and documentation card. * Every PSA action and every documentation action is set to **Off**. * Every action in the **MSP Process** section is set to **Off**. This includes **Reports** (under **Support**). Alpha can't save reports for your team until you set it to Ask first or Automatic. Nothing is turned on for you. You choose each action that Alpha may take. ## Before you start * You need the **Tenant Admin** role. Technicians don't see this page. * Connect your PSA and documentation systems first. Otherwise their sections will be empty. ## Who can do what | Task | Technician | Tenant Admin | | - | - | - | | Chat with Alpha (Ask Alpha button) | Yes | Yes | | Open Reports and dashboards | Yes, those shared with them | Yes | | Archive a report or dashboard | Only ones they created | Yes | | Link their own PSA account (Profile) | Yes | Yes | | See Alpha Overview, Permissions, Activity & usage, Settings | No | Yes | | Change Permissions and Settings | No | Yes | | Turn Alpha or Alpha Voice on for the company | No | No. MSP Process does this. | | Set AI spend limits | No | No. MSP Process does this. | If someone without access opens an admin page, they see *"Only admins can change these settings. Ask an admin in your organization if something needs to change."* ## Open the Permissions page 1. In the left menu, go to **AI Service Desk** > **Alpha** > **Permissions**. 2. The top bar shows how many actions are allowed, for example "5 actions allowed (1 set to Automatic)". The page has three sections: * **Your PSAs**: one card per PSA that Alpha uses. * **Documentation**: IT Glue or Hudu. * **MSP Process**: settings inside MSP Process, grouped as Automation, People & on-call, PSA setup, Messaging & branding, Scheduling, Security & identity, and Support. ## Allow an action 1. Find the card for the system, for example your PSA. 2. Turn on **Allow changes** on the card. 3. Find the action, for example **Add internal notes**. Use **Search actions** if the list is long. 4. Click **Ask first**. 5. The change saves straight away. Each row shows a short description. Risk chips such as *Billing* or *Customer-visible* warn you what the action affects. Click **Show what Alpha can do in \[system]** to see the exact steps the action covers. Steps marked *Switched off* aren't available. Some are marked *(needs an admin who outranks the target)*. ## Make an action automatic 1. On the action row, click **Automatic**. 2. Read the window **Let Alpha \[action] without asking?** It explains: *"Alpha and AI apps your team connects (Claude, ChatGPT and others) will do this as soon as they decide to. Every automatic change is recorded in Activity."* 3. Click **Make it automatic**, or **Cancel**. Some actions can't be automatic. Hover the greyed-out **Automatic** button to see why: *"Automatic isn't available yet"* or *"Alpha always asks first for this action."* Rows can also show *Always asks first:* followed by the cases where Alpha will always ask. ## Change many actions at once 1. On a card, click the **⋮** menu. 2. Choose **Set all to Off** or **Set all to Ask first**. ## Pause all changes Use this if you want Alpha to stop changing anything right now, for example during an incident. 1. At the top of the Permissions page, turn on **Pause all changes**. 2. The window **Pause all changes?** explains: *"Alpha and connected AI apps will only read and answer until you resume."* 3. Click **Pause changes**. 4. A banner shows *"Changes are paused."* The Overview chip shows *Changes paused*. 5. To undo, click **Resume** in the banner. ## What you'll see * *Nothing on yet* on a card: Allow changes is on, but every action is Off. * *"Allow changes is on, but no actions are turned on yet."*: the same, as a hint. * **Read-only for Alpha (N)**: systems Alpha reads but doesn't change. * **Not used by Alpha (N)**: connections Alpha doesn't use. Click **Choose in Settings** to change that. * If you turn on **Allow changes** for a card that already has automatic actions, MSP Process asks **Allow Alpha to make changes in \[system]?** Click **Allow**. ## Troubleshooting | Message | What to do | | - | - | | Couldn't load permissions. | Refresh the page. | | Couldn't save "\[action]" for \[system]. Try again. | Try again. The level didn't change. | | No actions match your search. | Clear the search box or pick the **All** filter. | ## FAQ ### Do technicians get fewer actions than admins? The levels on this page apply to everyone in your company. Some actions on people and roles also check that the person asking outranks the person being changed. ### Where can I see what Alpha changed? Go to **Alpha** > **Activity & usage** > **Activity log**. See "Alpha activity log". ### Is anything allowed by default? No. Allow changes starts off for every PSA and documentation system, and every action on this page starts as Off. See "How Alpha starts out" above. ### Why can't Alpha save a report? The **Reports** action under **MSP Process** > **Support** starts as Off. Set it to **Ask first** or **Automatic**. Scheduled reports also pause while it is Off. See "Reports". This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.