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 license type from the License menu.
Only one license type can be selected when adding multiple users. If the license type you select does not have enough licenses for all the users you are attempting to add, you will get an error message.
  1. If you want the user's license to expire, select an expiration date from the Remove license 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.

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