Manage your project settings

6 articles

Add perils in Xactimate One claims portal

Use the Perils tab to add perils and causes of loss to help your adjustors clearly define the type of damage. Under Admin, select Project Settings. Select the Perils tab. Click the ADD button. Enter…

Updated by Arianne G.

Add a closed reason in Xactimate One claims portal

Define the reasons your adjusters can choose from when they close a claim. Under Admin, click Project Settings. Click the Claim tab. In the Closed Reason section, click ADD REASON. Enter the name for…

Updated by Arianne G.

Adjust the coverage settings in Xactimate One claims portal

Coverages are applied to appropriate claims, giving your adjusters more information in one place so that they can make smarter decisions, faster. Under Admin, select Project Settings. Click the Cover…

Updated

Set supported languages in Xactimate One claims portal

Select the languages that your company supports. You must enter translations for each selected language before you can publish your Project Settings. Under Admin, click Project Settings. Click the Ge…

Updated by Arianne G.

Create a new user role in Xactimate One claims portal

Under Admin, select Project Settings. Select the Roles tab. Click. Enter a name, and select a level. Enter a description for the role. Select which permissions this role will have. Select any workflo…

Updated by Arianne G.

Set required policy and claim information in Xactimate One claims portal

These settings determine what information is required about the Policyholder, any contacts that are involved with the claim, and the claim itself. Under Admin, click Project Settings. Click the Claim…

Updated

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