Welcome to Current: how your workspace fits together

Current is an AI-native CRM and project management platform built for MSPs. It runs the whole motion in one workspace: sales pipeline, campaigns and sequences, quote-to-project handoff, dependency-aware scheduling, time entry, and billing sync back to your PSA.

Your company gets one workspace (a tenant). Everything in it — projects, companies, deals, time, integrations — belongs to your workspace and is isolated from every other Current customer at the database layer. Nobody outside your workspace can reach your data, and your team can't reach anyone else's.

Current ships six workspace roles — Tenant Admin, Project Manager, Engineer, Sales Manager, Account Executive, and Read-only (Partner) — plus a Super Admin tier reserved for the Current team. Every restriction is enforced in the database, not just hidden in the interface.

One thing your role decides that is easy to miss: a workspace admin can see which onboarding steps and walkthroughs each member of the team has finished and the date each one was finished, which phase of the learning journey each person is in (Day 1, Week 1, Month 1, or Knows Current), and how many screen tours they have seen. Not how long anyone spent, and never as a ranking. Your own Getting started card says so on its face, and nothing from a session where someone from ITPartners+ is helping inside your workspace is credited to anyone. "Your first afternoon: the onboarding checklist" has the detail.

Each role also has a playbook in this help center: "How to run a workspace in Current" for Tenant Admins, "How a project manager runs projects in Current", "An engineer's day in Current", "How an account executive works the CRM", and "How a sales manager runs the team". Each one is the first hour screen by screen, the daily and weekly loops, and the rules that role meets. The New here? card on a key screen links to yours.

Some MSPs say clients, some say customers, some say partners. A tenant admin picks your team's word in Settings, under Workspace basics: Clients, Customers, Partners, Users, or Kunden (German). It is a fixed list rather than free text, so the singular, plural, and mid-sentence forms are always right. Current then uses that word everywhere a person reads it: every page, the emails Current sends, the portal the businesses you serve sign into, the name of their read-only viewer role (a workspace on Clients sees Client Viewer), and anything the AI drafts for you.

Workspaces that existed before this setting stayed on Partners, so nothing changed the day it shipped; a new workspace starts on Clients. Saving re-words screens, emails, and the portal for the whole workspace — colleagues who are signed in see the new word on their next refresh — and changes nothing else: no data, no numbers, no access. This help center keeps saying partners whichever word your workspace picked.

Every money figure in Current reads in one currency: the one your workspace picks. A tenant admin sets it in Settings, under Workspace basics, from sixteen — US, Canadian, Australian, New Zealand and Singapore dollars, Mexican pesos, pounds sterling, euros, Swiss francs, South African rand, Indian rupees, UAE dirhams, Swedish, Norwegian and Danish kroner, and Japanese yen. A new workspace starts on the currency that matches the time zone it signed up in, and every workspace that existed before this setting started on US dollars, so nothing moved the day it shipped.

Current never converts. The figure your PSA holds is the figure Current shows, written the way that currency is normally written: 12,400.50 reads as £12,400.50 on a pound workspace and as 12.400,50 € on a euro one, and yen carries no decimal places because yen does not use them. Six of the sixteen print a plain $ inside the workspace, the five dollars and the Mexican peso, and the Swedish, Norwegian and Danish kroner all print kr. The three-letter code is what tells those apart, and it appears on the Settings card and in the header of every money column you export, like "MRR (GBP)".

Changing it later relabels; it does not recalculate. A figure recorded as 4,000 stays 4,000 and starts reading as 4,000 of the new currency, so change it when the workspace's books really changed. The card says so before you save, only a tenant admin can do it, and every change is written to the audit log.

If your PSA's base currency is different from your workspace currency, Current tells you when you connect it and leaves both numbers alone rather than blocking the connection. A won quote priced in another currency still creates its deal, with the mismatch flagged on the quote and in the won-quote queue.

1. 1
   Take the quick tour

   The first time you sign in, a short guided tour highlights the handful of places that matter — and it's matched to your role: engineers get My Day → project → time entry, salespeople get the pipeline and companies, project managers and admins get the full project cockpit, and partners get a brief three-item welcome path on the portal. Skip it any time; it never nags. It is not a one-shot: open Learn Current, in the menu behind your initials at the top right, and press Show me on the Take the tour step to bring it back whenever you want it.
2. 2
   Let each key screen introduce itself

   The first time you open a key screen (My Day, Portfolio, a project, the Deals board, Companies, Integrations, Reports, and the rest), a spotlight of three to five steps runs once and points out what matters there. Afterwards a New here? card stays at the top of that page with three best practices, a replay, and a link to the playbook for your role. The X hides the card on that screen for good, and Learn Current → Preferences switches the automatic tours off altogether.
3. 3
   Run a walkthrough when you hit the real thing

   Walkthroughs sit beside you the first time you do something real: create a project, log a time entry, move a deal forward, and then the deeper sets for admins, project work, sales and insight, from inviting the team and connecting your PSA to building a dashboard and putting it on a TV. Each one highlights what to press and then waits for you to do it, so nothing is rushed and nothing is locked while it runs. Start one from Show me on a setup card or a journey step, or from Learn Current in the same top-right menu. You are only offered the ones that fit your role.
4. 4
   Follow your journey on Learn Current

   Learn Current, in the top-right menu and behind the small ring beside What's New, lays out Day 1, Week 1 and Month 1 for your role, with a one-line reason under each step, Do it and Show me, and Skip. An overview at the top shows how far along you are and the one step to do next; the rail on the left jumps to each phase, the walkthroughs (grouped into Getting started, Admin setup, Project depth, Sales depth and Insight), the screen tours, the playbooks and your preferences. Steps Current can see for itself tick themselves. In your first two weeks four short emails arrive on days 1, 3, 7 and 14, one habit or best practice each, with a stop link in every one.
5. 5
   Run the onboarding checklist

   Connect your PSA (ConnectWise, Autotask, or HaloPSA) and Microsoft 365, invite your team, and review sync settings. Most workspaces finish in an afternoon. The Getting Started card in the corner ticks each step off as you go, and it updates live. Its project step offers to create your first project while the workspace has none, and switches to opening one once a project exists or your PSA sync brings them in.
6. 6
   Pick your project mode

   Client projects usually sync two-way with your PSA; internal projects can run Current-native with no PSA at all.
7. 7
   Say hello to the AI

   Overnight, Current drafts a Radar briefing for each PM and a morning brief for each seller — no setup needed once your data is connected.