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.
One workspace per MSP
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.
| Term | What it means |
|---|---|
| Workspace | Your MSP's isolated environment. One per company. |
| Tenant Admin | The person who runs the workspace: members, roles, integrations, sync config. |
| Members | Your staff — PMs, engineers, sellers — each with a role that scopes what they see. |
| Partners | Your clients. They get a free, read-only portal scoped to shared projects only. |
| Connectors | Integrations like your PSA (ConnectWise, Autotask, or HaloPSA) and Microsoft 365, configured once per workspace. |
The roles at a glance
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.
Where to go first
- 1Take the quick tourThe 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 portal welcome. Skip it any time; it never nags.
- 2Run the onboarding checklistConnect 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 — open a project, log your first time entry, and it updates live.
- 3Pick your project modeClient projects usually sync two-way with your PSA; internal projects can run Current-native with no PSA at all.
- 4Say hello to the AIOvernight, Current drafts a Radar briefing for each PM and a morning brief for each seller — no setup needed once your data is connected.