CompanyCam

How-tos on managing your account's content.

Account Management

Keep your company's brand front and center by adding your logo to CompanyCam!

Add Your Company's Logo

We know that sometimes your business information changes. You can update your CompanyCam account at any time; here's how!

Edit Company Settings and Information

Exporting Project and Checklist data allows you to view your Projects and Checklists outside of CompanyCam in a spreadsheet.

How to Export Project and Checklist Data

Use your referral link to become a CompanyCam Closer and get paid!

Refer a Friend to CompanyCam

If you have multiple CompanyCam accounts, you can easily switch between these accounts when using the mobile app!

Signing in to Multiple Accounts in the Mobile App

Need a summary of your activity in CompanyCam? With Admin permissions, generate activity reports to be sent to your or another user's email!

Create Email Recaps

Company Settings

At a glance, the Company Dashboard is an awesome tool you can use to see a high-level overview of the productivity within your account!

How to Access the Company Dashboard

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

Accessing the Corporate Portal

Dashboards

Create a custom design with text, images, and links

Classes

Webinars

YouTube Help Center

Resources

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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