The Corporate Portal gives Org Admins a high-level view of every account in their organization, including project activity, checklist completion, and photo uploads. Use it to track progress and enforce consistency across your accounts without switching in and out of each one.

Log in to CompanyCam on a web browser. Click Company Selector, then click Switch to Org Admin.

Or, click the User Icon, then click Corporate Portal.

Click the Dashboard Tab to see an overview of account metrics across your organization, including Projects, Photos, Checklists, Reports, Files, and Documents.

The Checklist Snapshot shows overall checklist completion progress across your accounts. Click View All for a full breakdown, or click an account name to see that account's Checklists in detail.

Click the Accounts Tab to see your Activity Overview graph, which displays up to 5 accounts on a 12-month rolling calendar.

Below it, User Activity shows the status of every User in your organization, followed by a full breakdown by account: Account Name, Projects Count, Photos Count, Checklists Count, Reports Count, Files Count, and Documents Count.

Click the Photo Feed Tab to see a live feed of photos being uploaded across your organization. Filter by Account, Date, Project, User, or Tag to narrow the results.

Click the Resources Tab to export a CSV of your Checklist data. Click the Menu Icon to choose a time frame and account(s), then click Export CSV. We'll email the file to you once it's ready.

Click the Templates Tab to build Checklist Templates for your entire organization. Once created, Templates are accessible organization-wide.

Click + Create Template, choose whether you want to create a Classic Checklist or Advanced Checklist, then add a title and description and build your Checklist. Changes save automatically.

To edit a Template later, click its title to reopen the editor. To copy an existing Template, click the Three Dots Icon at the top right of the page and then click Duplicate Template. Only Org Admins can duplicate an org-owned Template.

You can also promote a Template in a single account already built. Click Move to Corporate Portal from the templates list or from inside the editor, and the Template becomes org-owned.

Once a Template is org-owned, it's locked down at the account level: it's read-only in the company editor, it carries a badge in the company Templates list, and you can only delete it from the Corporate Portal. See Managing Org-Owned Templates for the details.