Add a user in Xactimate One claims portal

  1. Click Admin in the left-hand navigation.
  2. Select Users.
  3. Click . The Add User(s) drawer opens.
  4. Type one or more email addresses in the Email address field.
To add multiple users, press Enter after each email address you type. You can also drag and drop a CSV file.
  1. Select a user group from the User Group menu. This gives the user the rights associated with that group.
  2. Select a licence type from the Licence menu.
Only one licence type can be selected when adding multiple users. If the licence type you select does not have enough licences for all the users you are attempting to add, you will get an error message.
  1. If you want the user's licence to expire, select an expiration date from the Remove licence on field.
If no date is set, this field displays No Expiration.
  1. Click ADD USER. An email invitation is sent to each user. The email includes a link to create an Xactimate One account for users that don't already have one.

How Did We Do?

Powered by HelpDocs (opens in a new tab)