Child Account Projects and Tickets Now Appear in Autotask Client Portal

In Autotask, accounts can be set up as children of other accounts. With this setup, an employee of a parent account may need to have visibility into projects and tickets in both the parent and the child accounts.

TopLeft's client portal is a great way to get this visibility. However, previously an employee assigned to the parent account couldn't see projects or tickets in the child accounts- only in the parent account.

We have improved the visibility in TopLeft client portal, both in the built-in portal and in the CloudRadial integration. Now an employee in a parent account can see projects and tickets in both the parent and child accounts. This makes it much easier to use client portal to improve customer communication for your large accounts.