In this article
Before you start
Sending Collaboration invites is not available on Basic. Upgrade your plan to take advantage of this feature.
To invite Collaborators you need to have the Standard, Admin, or Manager role. Please note, Standard Users are only able to invite Collaborators on the web. 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
Edits & annotations on the photos
Comments
Project Tasks
Project Conversation
Collaborators with Pro or Premium accounts can view Project Checklists and complete Fields.
Both Owning Company and Collaborator can create a Checklist, and interact with each other Checklist to complete Fields.
Completed Fields will show 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 the 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 CompanyCam app on your phone or tablet.
Open the Project you’d like to invite Collaborators to.
Tap on Collaborators below the Project name.
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 CompanyCam app on your phone or tablet.
Open the Project you’d like to invite Collaborators to.
Tap on the Collaborators Icon.
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.