The Corporate Portal gives Org Admins one view of every account in your organization, including Project activity, Checklist completion, and photo uploads. Use it to track progress, build Checklist, Document, and File Templates your whole organization shares, and keep documentation consistent without logging in and out of each account.

Log in to CompanyCam > click Company Selector > click Switch to Org Admin.

You can also click your User Icon, then click Corporate Portal.

Click Dashboard to see account metrics across your organization, including Projects, photos, Checklists, Reports, Files, and Documents.
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The Checklist Snapshot shows overall Checklist completion across your accounts. Click View All for the full breakdown, or click an account name to see that account’s Checklists in detail.
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Click the Accounts Tab to see the Activity Overview graph, which displays up to 5 accounts on a 12-month rolling calendar.
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Below the graph, 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 Photo Feed to see a live feed of photos uploading across your organization. Filter by Account, Date, Project, User, or Tag to narrow the results.
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Click a photo in the Photo Feed to see its Account, Project, User, Tags, Description, and Comments. To open the photo in the main CompanyCam app, click the Open in CompanyCam Button.
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A notice tells you that you’re leaving the portal, that the photo opens in a new tab, and which account it switches you to. Click the Open in CompanyCam Button in the notice to continue, or click the Stay in portal Button to stay in the portal. Click the Don’t show this again Checkbox to skip the notice next time.
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Click the Checklists Tab to see every finished and unfinished Checklist across your organization in one list. The Completion bar at the top shows your Finished, Unfinished, and Total counts for whatever you’ve filtered to.
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Use the All Button, the Unfinished Button, or the Finished Button to narrow the list, then filter by Accounts, Projects, Users, or a date range. To find one specific Checklist, use the search field at the top of the page.
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Each row shows the Checklist name, Project, Account, Assignees, Progress, and Latest Activity. Click any column header to sort by it. Advanced Checklists carry an Advanced badge. Click a Checklist name to open it.

Click the Documents Tab to see every file and doc across your organization in one list. Use the All Button, the Files Button, or the Docs Button to narrow the list, then filter by Accounts, Projects, Users, or a date range. To find one specific document, use the search field at the top of the page.
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Each row shows the Document Name, Type, Project, Account, and Last Updated. Click any column header to sort by it. Click a document name to open it.

Click the Templates Tab to build Checklist, Document, and File Templates for your entire organization. Once created, Templates are available organization-wide.
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The Templates page has 3 tabs: the Checklists Tab, the Documents Tab, and the Files Tab. Search by name, or click any column header to sort. To see the files and docs your Users have made, click Documents in the left-hand navigation instead.
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Every org-owned Template is one shared Template that goes to every account in your organization. You can’t choose which accounts get it, and any change you make shows up in all of them.
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In the Corporate Portal, click Templates in the left-hand navigation > click the Checklists Tab.

Changes save automatically.

In the Corporate Portal, click Templates in the left-hand navigation > click the Documents Tab.

The notice says the Template, and any changes you make to it, will be available to all accounts in your organization. Click the Don’t show this message again Checkbox first to skip the notice next time. See Creating Document Templates for a full walkthrough of the editor.
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In the Corporate Portal, click Templates in the left-hand navigation > click the Files Tab.

File limits:

To edit a Checklist or Document Template, click its title to reopen the editor.

To copy one, click the Three Dots Icon at the top right of the page, then click Duplicate Template. Only Org Admins can duplicate an org-owned Template.

To delete a Document or File Template, click the Three Dots Icon on its row, then click Delete.

See Managing Org-Owned Templates for how org-owned Templates behave inside each account.

Click Resources to export a CSV of your Checklist data and User Activity. Use the 3 drop-downs to choose a time frame, your accounts, and the data type, either Checklists or User Activity. The time frame options are Today, Yesterday, 1 Week, 30 Days, 60 Days, Last Year, and All Time. Click the Export .CSV Button. We’ll email you the file once it’s ready.
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The User Activity file has 1 row for each User, with their Role, Status, activity counts, and Last Activity.