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 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.

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.

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

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.

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.

Use the All, Unfinished, and Finished Buttons 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.

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, Files, and Docs buttons 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.

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 Templates for your entire organization. Once created, Templates are available organization-wide.

Click + Create Template, choose 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 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.

You can also promote a Template that an account has already built. Click Move to Corporate Portal from the Templates list or from inside the editor, and the Template becomes org-owned.

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 drop-down options to choose a time frame, your accounts, and the export type. Once selected, click Export CSV. We'll email you the file once it's ready.