Adding users to your account helps ensure that everyone, from sales and operations to marketing and installers, can access the information they need when they need it.
But not everyone needs the same level of access — nor do they probably want it. This guide walks through the different permission levels, who should be assigned to which, and other ways you can add people without W2s to collaborate with you in CompanyCam.
Admin Permissions
Who? Owners, operations, billing, IT leads
Admin permissions give a user complete control over everything in the account. Users with this setting are the only ones who can:
Because Admins have access to all of these things, it’s best to keep the number of people with this access to the business owner(s), employees who manage credit card or billing information, and any tech staff who may be setting up integrations.
Manager Permissions
Who? Project, sales, site, and scheduling managers
Manager permissions are ideal for anyone who manages the day-to-day work at your business. These users can access all features, photos, and projects in the account so that they can structure and organize the work getting done, including:
Admins and Managers typically access CompanyCam from a computer, so this desktop class is an excellent reference to bookmark:
Standard Permissions
Who? Full-time employees, installers, techs
Most of your employees will need only Standard permissions. Like Managers, they can access all the projects and photos in your account but can’t add or delete users.
Standard users are your employees who do most of their work in the app on job sites rather than in the office. They’re the ones capturing photos, working through checklists, talking to customers, and completing the work sold to the clients.
Restricted Permissions
Who? Sales reps, part-timers, new hires
The final permission set is Restricted. These users can only see projects that they create or that admins or managers assign to them. Most of the work these users do in CompanyCam will be pretty straightforward, so they don’t need access to your entire library of jobs.
Sales managers often give their reps Restricted permissions to monitor team performance and prevent reps from eyeing each other’s contracts.
Restricted settings are also a great user option for subs who do most of their work with your company.
Standard and Restricted users will do the majority of their work in the app, so this mobile app class is another great reference to bookmark:
Guest Access & Collaborators
What about those outside your business, like customers and subcontractors, who you work with? We have a couple of project collaboration options — Guest Access and Collaborators — with no additional per-user cost.
Guest Access
Guest Access is for customers or clients who want (and you want) to be more involved in the project. If access to photos via galleries and timelines isn’t enough, you can add them as a Guest User and give them a little more access to your project photos.
People with Guest Access can:
Add unlimited photos to the project
Make unlimited comments on the project
Only access the project you added them to
Choose if you want them to see the photos you and your team add
To give a homeowner Guest Access, a user needs Admin, Manager, or Standard permissions.
Collaborators
If you want to add another business or subcontractor to your CompanyCam project, you’ll want to invite them as a collaborator. Collaborators can access and share more things in the project, including:
Photos
Videos
Edit and annotate photos
Comments
Project conversation
There’s no cost to you or them to collaborate, but if they also use CompanyCam and you both are on a Premium or Elite plan, you can view and complete each other’s checklists:
Both companies can create, view, and complete each other’s checklist fields
Both companies can see user info of who completed the checklist field
At the end of the project, or whenever you decide to stop collaboration, you and the collaborator will have a copy of the project in your accounts.
If you plan to scale your business this year, adding your whole team to your account is a great place to start. The benefits of clearer communication through increased transparency on every job quickly outweigh the additional investment.
If you’re unsure where to start training them, have them check out past classes or sign up for an upcoming live class!
