Before you start
Sending Collaboration invitations is not available on Basic or Pro. Upgrade your plan to take advantage of this feature.
To invite Collaborators, you need to have the Standard, Admin, or Manager role. If you don't have one of those roles, ask an Admin on your company's account for permission; here's what they'll need.
Only one company can be invited to collaborate at a time. If you need multiple Collaborators, you'll need to send out multiple invites.
Project Owners sending the Collaboration invite will need to upload one photo into the Project for the inviting company to be able to view the Project in their Project Feed.
Please Note
The information that can be shared between Project Collaborators is:
Photos
Videos (Collaborators on Pro, Premium, and Elite Plans can upload videos)
Edits & annotations on the photos
Comments
Project Conversation
Project Tasks
Both the Owning Company and Collaborator can create and interact with each other's Project Tasks.
Completed Tasks will show the user info on who checked off the Task.
Tasks cannot be assigned to Collaborators.
Checklists
Both the Owning Company and Collaborator can create a Checklist and interact with each other's Checklists to complete Fields.
Completed Fields will show the user info on who checked off the Field.
Checklists cannot be assigned to Collaborators.
On the web
Log in to CompanyCam.
Open the Project that you want to collaborate on.
Under the Collaborators tab on the far right panel, click on the + Circle Icon.
If you haven’t invited a Collaborator to this Project yet, click Invite a Company to Collaborate.
Once you click Invite, a link will be generated for you to either Copy to Clipboard and paste the link externally, or you can click Send via Email and send the link to the company you’d like to collaborate with!
Note: You’ll want to send a new invite to each company if you’d like to add more than one collaborator to the Project.
** The link will expire after seven days, so if a collaborator has not opened the link within that time period, you’ll need to invite them to the Project again.**
Once you’ve shared the invite, you can either choose to invite more Collaborators or return to your Project by clicking No, I’m Done.
You’ll know Collaborators have accepted your invite by looking at the Collaborators section in the Project.
Each Collaborator added to the Project will be assigned a color. When the Collaborators from that company add photos or comments, their assigned color will show up to identify what they’ve added to the Project.
In the app
Project with no Collaborators
Open the Project you’d like to invite Collaborators to.
Tap on the Menu Icon at the top right corner of the Project Screen.
Scroll down and select + Collaborators.
On the next screen, tap on + Collaborator.
Tap on Share Invite to copy the link or begin sending in a text or email.
Project with existing Collaborators
Open the Project you’d like to invite Collaborators to.
Tap on the Menu Icon at the top right corner of the Project Screen.
Scroll down to the Collaborators section and select + Add.
Select + Invite a Company.
Select + Collaborator.
Click on Share Invite to copy the link or begin sending in a text or email.
** The invite will expire after 7 days, and a new invite will need to be sent out after 7 days have passed.
FAQs
What information is not shared between Collaborators?
What information is not shared between Collaborators?
Project Description, Documents, Reports, Pages, Tags, and Project Labels are not shared between Collaborators.
Can a Collaborator be added to more than one Project?
Can a Collaborator be added to more than one Project?
Yes, a Collaborator can be invited to more than one Project. You will need to generate and share a new link for each Project individually.
Is there a limit to the number of Collaborators I can add to a Project?
Is there a limit to the number of Collaborators I can add to a Project?
No. As of right now, there is no limit to the number of Collaborators you can invite to a Project. However, you will need to generate and share a new link with each Collaborator since invitations cannot be reused.
If I collaborate with another company and delete a photo, is it also deleted on my Collaborator's side?
If I collaborate with another company and delete a photo, is it also deleted on my Collaborator's side?
No. If you collaborate with another company and delete a photo, the photo will not be deleted on your Collaborator's side. When a Collaboration is accepted, a copy of the Project will live on both the owning company's account and the Collaborator's account. If you delete the Project on your end, your collaborator will still have their copy.
Can I move photos between Projects if they're part of an active Collaboration?
Can I move photos between Projects if they're part of an active Collaboration?
No. You cannot move photos between Projects that are part of an active Collaboration. To move photos, you will need to end the Collaboration. Once the Collaboration has ended, you'll be able to move photos between the two Projects.
Can Collaborators view the Documents I add to a Project?
Can Collaborators view the Documents I add to a Project?
No. Collaborators cannot view the Documents you add to a Project. The Documents you upload are only seen by Users on your account.
Can I view a list of all Projects I have with a Collaborator?
Can I view a list of all Projects I have with a Collaborator?
No. There isn't a feature that'll allow you to view a list of all Projects you have with a Collaborator. Projects with Collaborations would need to be opened manually one by one. You can tell if a Project is part of a Collaboration on the Project Feed if there is a Building Icon on the Project Card.
Can Collaborators on the Basic Plan upload videos?
Can Collaborators on the Basic Plan upload videos?
No. Collaborators on the Basic Plan cannot upload video to a Project.
Can I add a Collaborated Project to a Project Group?
Can I add a Collaborated Project to a Project Group?
Yes, you can add a Collaborated Project to a Project Group, but it depends on whether you're the owning or the invited company within the collaboration.
Owning Company: The company that created the collaboration invitation can add the Project to a Project Group.
Invited Company: The company that was invited to the collaboration cannot add the Project to a Project Group.