Create a new user role in Xactimate One claims portal

Updated 4 years ago by Arianne G.

1. Under Admin, select Project Settings.
2. Select the Roles tab.
3. Click .
4. Enter a name, and select a level.
5. Enter a description for the role.
6. Select which permissions this role will have.
7. Select any workflow tasks that this role will be responsible for.
8. Click .
9. Click .

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