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Accessing the Corporate Portal

Learn how to access and use the Corporate Portal to see a high-level overview of every account in your organization.

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.

This feature is only available on Enterprise accounts or as an add-on for other plans, and it is currently accessible only through the web app.


Accessing the Corporate Portal

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.

Note: Only Org Admins can access the Corporate Portal.


Using the Corporate Portal

Dashboard tab

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

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.


Accounts tab

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, Documents Count, and Pages Count.


Photo Feed tab

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.


Resources tab

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.


Templates tab

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 Duplicate Template at the top of the page.


FAQs

Can I switch between different accounts in my organization?

Yes, you can switch between accounts using the account switcher in the left-hand navigation menu. Click Company Selector at the bottom of the menu, then select the account you want to switch to.

Is the Corporate Portal read-only?

Yes, the Corporate Portal is a read-only dashboard. Org Admins can view content in the Portal, but can't comment on or share it.


💡 Need more help?
Contact our Support team — we're here Monday through Friday.

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