Guest Access lets you invite a homeowner, adjuster, or anyone outside your company to add photos to a Project. Guests don't need a CompanyCam account or the app installed, just the link.
This feature is available on select plans.
On the web
Add Guest Access
Note: Admins, Managers, and Standard Users can add Guest Access.
Open the Project you want to add a Guest to.
Click Share in the upper-right corner, then click Add Guest Access.
Click Add Guest Access again in the Guest Access window.
Type the Guest's email address to find an existing Guest User or create a new one.
Enter the Guest Name and Guest Email. Guest Phone Number is optional.
Set an Access Expiration Date and write a message if you want. Toggle on Allow this guest to view all the photos in this project if the Guest should see more than what they upload.
Click Add Guest.
Your guest will receive an email or text with a link to the Project. They tap the link, verify their email address, and start adding photos.
Edit Guest Access
Note: Admins, Managers, and Standard Users can edit Guest Access.
Open a Project and click Share, then click Add Guest Access.
Click the 3 Dot Icon on the Guest's card and select Edit.
Toggle Allow this guest to view all photos on or off, make any other changes, then click Save Guest.
In the app
Add Guest Access
Note: Open the Customer from inside the Project. Grant Guest Access doesn't appear when you open a Customer from the Customers section on the home screen. The contact also needs an email address saved.
Open the Project you want to add a Guest to.
Tap the Customer's name below the Project address. If the Project doesn't have a Customer yet, tap + Customer and choose or create one.
On the Customer screen, find the contact under Contacts and tap Grant Guest Access.
Tap Grant Access.
The contact's card shows a green Guest Access badge for that Project once it's granted, and the Guest gets an email with a link.
Note: Editing a Guest, setting an expiration date, and giving access to all photos are only available on the web.
FAQs
Is there a fee for using Guest Access?
Is there a fee for using Guest Access?
There's no cost to give someone Guest Access. Guests can add unlimited photos to your Project and leave unlimited comments.
Does the person I'm inviting need to have the CompanyCam app installed?
Does the person I'm inviting need to have the CompanyCam app installed?
Guests don't need the CompanyCam app. They access the Project only through the link sent to them.
What information can they see through Guest Access?
What information can they see through Guest Access?
Guests can upload photos to the Project and comment on photos. They can see every photo in the Project if you turn on that setting when you invite them. Otherwise they only see the photos they upload themselves.
Can I send multiple Guest Access invites?
Can I send multiple Guest Access invites?
You can send multiple Guest Access invites on both the web and mobile apps. Each Guest gets their own link.
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