Manage your user groups - Xactimate One Helps

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Manage your user groups

5 articles

Create a user group in Xactimate One claims portal

In Xactimate One, click Admin.. Select User Groups. Click the button. The New User Group drawer opens. Enter a name for the group. Select a license type and platform(s). Select which Account Rights a…

Updated 4 years ago by Arianne G.

Edit a user group in Xactimate One claims portal

In Xactimate One, click Admin.. Select User Groups. Select a user group. Click the icon. The Edit User Group drawer opens. You can change the license type and platform(s). You can also change the ans…

Updated 4 years ago by Arianne G.

Delete a user group in Xactimate One claims portal

Deleting a user group will deactivate all of its users. This action cannot be undone. In Xactimate One, click Admin. Select User Groups. . Select a user group. . Click the Delete Group icon. . Click…

Updated 4 years ago by Arianne G.

Duplicate a user group in Xactimate One claims portal

You can create a new group using information from an existing user group. In Xactimate One, click Admin.. Select User Groups. Select a user group. Click the icon to open the New User Group drawer. Ty…

Updated 4 years ago by Arianne G.

Set a default user group in Xactimate One claims portal

You can set a user group as the default group so that when you add a user, they are automatically assigned to that group. In Xactimate One, click Admin.. Select Account Settings. Scroll down to the D…

Updated 4 years ago by Arianne G.

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