Feature Request: Selective Client Access to Project Documents, Reports & Pages
I would love to see Guest Access expanded into more of a
client-facing project hub, while keeping the contractor in control of exactly what the client can see.
Currently, Guest Access is largely limited to the project photo feed. Reports and Pages can be shared individually by link, but that creates an ongoing administrative task for the contractor and can overwhelm clients with separate emails or links.
My ideal workflow would be very simple:
From the Documents area, allow me to select an individual Report, Page, File, permit, drawing, etc. and mark it
“Visible to Guest” or
“Share with Client.”
That item would then automatically appear in the client's existing Guest Access view.
For example, I might choose to expose:
- Weekly or daily project reports
- Permits and inspection documents
- Drawings or specifications
- Client approvals
- Progress summaries
- Selected project Pages
- Other project documentation relevant to the client
Everything else — internal notes, timesheets, crew information, internal reports, costing information, etc. — would remain private by default.
The important distinction for me is that I don't want to manually send every report to the client. I want to
publish selected information to their project view, allowing the client to return to one link whenever they want to see the current state of their project.
This would make CompanyCam much more useful as the central project communication record rather than requiring contractors to maintain a separate client portal or repeatedly distribute documents through email.
A simple “Visible to Guest” toggle or right-click
Share with Client option on individual items in the Documents tab could potentially accomplish this without changing the underlying project structure.
