What is an MSP client portal?
An MSP client portal is a sign-in for a managed services provider's customers to follow the work being done for them. Current's portal shows each customer only the projects they are a member of, and keeps every financial figure out of it at the database.
What stands out in the client portal
A window onto the work, with the money kept out where it counts: in the database. Unless a card says otherwise, everything here is live today.
Progress, never your numbers
No hour, rate, cost or margin reaches a customer viewer, enforced in the database in three layers rather than hidden on the screen.
Live from the project your team works
Tasks, milestones and progress read from the same project your engineers work in Current, so a finished task shows as done at once.
Comments that land in your Teams channel
A customer's comment on a shared project also appears in that project's Microsoft Teams channel, marked as coming from the customer.
Free and unlimited viewers
Customer viewers never take a paid seat, so you can invite everyone at a customer who wants to follow the work.
Invitations that expire
Each invitation lasts 14 days and can be revoked, and a viewer sees only the projects they are a member of.
Tickets raised in the portal
With the Service Desk on, customers raise tickets, follow each one and reply in the portal, and their own IT team can work them first and hand you the rest.
Beta, with the Service DeskAn assistant that shows its sources
Customers ask about their own tickets and projects in plain words, and each answer lists the records it came from. It reads only what that person can already open.
Documents beside the work
SharePoint links and the other documents you share sit on the project page, next to the conversation about them.
- an invitation stays open, and it can be revoked
- 14 days
- customer viewer seats
- Free
- viewers for each customer
- Unlimited
Shared projects with live progress
A customer viewer opens the projects they are a member of and sees each task, its status, the milestones and how far the project has come.
The portal reads the same project your team works in Current, so a task your engineer finishes shows as done for the customer at once. Share a project whether it syncs with your PSA or lives only in Current.
See it on your own PSA data
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
Free viewer seats that never see financial data
Customer viewers do not take a paid seat, and they can never read hours, rates, costs, margins or any other money in your workspace.
The wall is in the database, not only on the screen: a viewer's account cannot read a time entry at all, and project data reaches the portal only through views that leave every financial field out. Invitations last 14 days and can be revoked.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
What the portal works with
The portal shows the projects you already run in Current, and your team answers from the tools it already uses.
Microsoft 365
2 tools
- Microsoft TeamsCustomer comments mirrored to the project's channel, marked as from the customer.
- SharePointDocument links shared on the project page.
PSA
1 tool
- Autotask, ConnectWise PSA, HaloPSA and SyncroSynced projects can be shared like projects that live only in Current.
How the client portal works with your PSA
The portal shows Current's projects, whether they sync with your PSA or live only in Current. A customer's comments on a project are never written to your PSA.
| What | Direction |
|---|---|
| Projects, phases and tasksFor PSA-synced projects, through the project syncBoth ways | Both ways |
| Customer commentsMirrored to the project's Teams channel when Microsoft 365 is connectedStays in Current | Stays in Current |
| Time, billing and contractsNever shown in the portalStays in Current | Stays in Current |
Supported PSAs: Autotask, ConnectWise PSA, HaloPSA and Syncro.
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
The questions MSPs ask first.
What can a customer see in the Current portal?+−
The projects they are a member of: tasks, status, milestones, progress, shared documents and the project's comments. They never see hours, rates, costs, margins, your CRM or your staff list.
Do customer viewers cost a seat?+−
No. Customer viewer seats are free and unlimited. Only your own team's seats are billed.
How is financial data kept out of the portal?+−
In the database, not only on the screen. A viewer's account cannot read a time entry at all, and project data reaches the portal only through views that leave the financial fields out.
How do customers get in?+−
You invite them to a project. Each invitation lasts 14 days and can be revoked, and a viewer sees only the projects they are a member of.
Can customers comment on a project?+−
Yes. A viewer can post comments on a shared project and your team answers on the same thread. With Microsoft 365 connected, those comments also show in the project's Teams channel, marked as coming from the customer.
Does the portal work for projects that are not in my PSA?+−
Yes. The portal shows Current's projects, whether they sync with Autotask, ConnectWise PSA, HaloPSA or Syncro or live only in Current, so internal and co-managed work can be shared the same way.
Can customers raise tickets or ask questions in the portal?+−
Yes. With your Service Desk on, customers raise a ticket, follow it and reply in the portal, and their own IT team can work their company's tickets first. The portal assistant answers questions about a person's own tickets and projects, reads only what that person can already open, and lists the records each answer came from.
Does the client portal cost extra?+−
No. Every module is included in the per-user price, and customer viewer seats are free.
See Current on a real book of business.
The demo opens a shared project the way a customer sees it: tasks, progress, comments and documents, with no hours, rates, costs or margins in sight.
One conversation per project, and the documents that go with it
Customers post comments on a shared project and your team answers on the same thread, so the back and forth stays with the work.
When Microsoft 365 is connected, customer comments also appear in the project's Teams channel, marked as coming from the customer, so your team sees them where it already talks. Documents you share, such as SharePoint links, sit beside the project.
Can the training move to Thursday morning?
Yes. Thursday at 9:00 is booked, and the task date is updated.