Navigating the Application
Welcome to Current! This guide shows you how to get around the admin portal: the left-hand menu, the main pages, quick "peek" views, and where to find help and your own settings.
The left-hand menu
The left-hand menu is your main way to move around. Click any item to go to that page. The page you're on is highlighted.
| Menu Item | What you'll find there |
| Accounts | Every customer account, with tabs for Active, Moving Out, Moving In, Past Due and All Accounts |
| Locations | Every service location, with tabs by location type plus Vacant and All |
| Billing | Billing cycles, from importing reads to posting bills |
| Service Orders | Work orders such as meter reads, shut-offs and repairs |
| Payments | Payment batches, cash and check registers, and autopay |
| Delinquency | Past-due accounts by stage, with fees, notices and service orders |
| Communications | Communication lists, campaigns, customer chat history and form responses |
| Dashboards and reports | Financial dashboards and downloadable reports |
| Settings | Your organization's setup: rates, billing, payments, users and more |
Some items only appear if your organization uses that feature, such as Shareholders, Meter Readings, Meter Alerts and Assets. Others depend on your role. For example, Field Technicians only see Accounts, Locations, Service Orders and the meter reading pages. If you don't see a page you expect, check with your admin.
Expanding and collapsing the menu
The menu starts as a narrow column of icons, to leave more room for your work.
- By default, hovering over the menu expands it to show page names. Move your mouse away and it collapses again.
- If you'd rather it stay put, turn off Automatically expand navigation on hover in Personal Settings → Preferences. A toggle button then appears at the bottom of the menu: click it to expand or collapse the menu yourself.
The bottom of the menu
Help. You'll see either Help Center, which opens these help articles in a new tab, or AI Assistant (sparkle icon) if your organization has it turned on. The AI Assistant answers questions about your accounts and data. See AI Assistant.
Your name. Click your name and organization to open your profile menu, where you can:
- open Personal settings for your contact details, MFA, password and menu preference,
- choose Light, Dark or System appearance, and
- Log Out.
Finding things quickly
Tabs and search. List pages like Accounts and Locations open with tabs across the top and a search bar. Search by account ID, name, service address, email or any other field you see.
Peek views. Blue, underlined text, such as an account or location ID, opens a peek: a quick summary that slides in from the right. It shows key details like the current bill, due date and recent usage without leaving the page you're on.
To close a peek, click anywhere in the grayed-out area outside it.
Tables. Click a column header to sort, and use the column menu to filter, for example to show only balances over $100. On most list pages, your sort order is remembered next time you visit.
On a phone or tablet
On smaller screens, the left-hand menu moves into a bar at the top of the page. Tap the menu icon to open the list of pages, and tap a page to go there. If your organization uses the AI Assistant, its sparkle icon is in the top bar too.