Invite a partner to the client portal

A partner is an external person — your client — who gets a slim, read-only window into only the projects you choose to share. They see status, timeline, milestones, task progress, shared documents, and a conversation thread with your team. They never see an hour, a rate, or anything else in your workspace. Portal viewers are free and unlimited: they never count toward your bill.

This is the answer to the two emails every MSP gets every week — "where are we on the migration?" and "what's left?" — without giving a client a login that could reach your numbers.

1. 1
   Open Partners in the sidebar (under Manage)

   You'll see the partner directory. The page is limited to admins and project managers — anyone else gets an access-denied screen.
2. 2
   Click Invite partner

   Enter the partner's email address — the one they'll sign in with.
3. 3
   Choose the projects to share

   You get a searchable checklist of every project in the workspace (templates are excluded). Tick one or more. At least one is required — an unscoped partner account would sign in and see nothing at all, so Current won't create one.
4. 4
   Check the visibility summary, then Send invitation

   The panel below the checklist spells out exactly what they will see and what they will never see, so you can read it back to the client before you send.
5. 5
   Copy the join link if you'd rather send it yourself

   Current emails a branded invitation with an "Accept invitation & set password" button. Delivery is best-effort, so once the invitation is created the dialog also shows the join link with a Copy button. If email isn't configured yet, that link is your guaranteed path — paste it into your own message.

When the partner accepts, they set a password, sign in, and land straight in the portal with every project on the invitation already shared with them. Staff never see the portal by accident, and partners never see the staff app: the two shells are separate.

Every invitation is good for 14 days from the moment you create it. Until it's accepted, an admin sees it in the Pending partner invitations panel on the Partners page, showing the invited email, how many projects it carries, and the expiry date.

• ＋Not accepted in time? Create a fresh invitation — expired links stop working on their own.
• ＋Sent to the wrong address, or the contact changed jobs? Click Revoke. The link stops working immediately and they can't sign up with it.
• ＋Revoking is not destructive — you can invite the same person again at any time.

Sharing is per project and completely reversible. Nothing is "all projects" for a partner — if there's no membership on a project, the project does not exist as far as their session is concerned.

1. 1
   Open Partners and click the person's row

   The row shows their name, their email and domain, and how many projects they currently see. The row action reads Manage access.
2. 2
   Toggle projects on or off

   Tick a project to share it; untick to remove it. Each toggle saves immediately — there's no Save button to forget.
3. 3
   Confirm the effect

   Unsharing cuts their access off right away, at the data layer. If they still have the project open, their next load shows "This project isn't available — it may not be shared with you, or the link is out of date."

Once a project has partners on it, you can have Current email them a short weekly update so they don't have to remember to log in. Open the project, scroll to the manager-only project access panel, and switch on Weekly partner digest for that project. It goes out every Monday.

• ＋It goes only to partner members of that specific project — never to a list you don't control.
• ＋It carries project status and overall progress, milestones reached in the last 7 days, the next few milestones, done-vs-total task counts, and the next few tasks by name — no assignees, no hours, no money, ever.
• ＋"Send me a preview" emails the digest to you and only you, so you can see exactly what the client will get before you turn it on.

For the exact contract of what the portal exposes, read "What partners can see — and what they never can" — it's written to be shown to a client. For how the restriction is enforced, see "The partner financial firewall".