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Permissions & roles
The ten roles, what each can see and do, the financial firewall.
Roles & permissions: who sees whatThe ten roles, from Tenant admin to Read-only, plus the super admin tier, the scoping rules that matter, and how a Tenant admin changes somebody's role and permissions in Users & roles.4 min · Oct 22, 2026The partner financial firewallHow Current guarantees a partner can never reach a rate, cost, margin, hour, or internal note, three database layers, not a hidden button.5 min · Oct 22, 2026Invite team members and assign rolesSend an invite, assign a role up front, approve SSO sign-ins, change someone's sign-in email, and what happens when you deactivate someone.2 min · Oct 19, 2026People in Current who aren't in your PSAYes, someone can use Current without an account in your PSA. What they can do, what needs a link to a PSA resource, how a tenant admin links someone, and what it costs.3 min · Oct 22, 2026The audit log: what's recorded and who can read itA record of every role, project, integration, and CRM configuration change. Tenant Admin visibility only, and no one can edit an entry from inside Current.5 min · Oct 19, 2026Change a sign-in email addressHow to change or update someone's sign-in email, the login email they use for Current: a Tenant Admin changes the user's email from People in Settings and the person confirms the new address from its inbox. You can't change your own sign-in email.2 min · Oct 19, 2026
