Administrators

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24 articles

Manage your users

5 articles by 1 author

Manage your user groups

5 articles by 1 author

The Form Builder

2 articles by 1 author

Manage your project settings

6 articles by 1 author

Account Setting

3 articles by 1 author

Manage vendors in Xactimate One claims portal

With Vendor Management, you can invite vendors to work with you and manage the parameters of your arrangement, such as: If you want to assign work to them, accept work from them, or both. If they can…

Updated 5 years ago by Arianne G.

View account changes in Xactimate One claims portal

Admin users can access the Audit Log to see a record of all changes made within their organisation's account. For each entry in the Audit Log, Xactimate One retrieves account data and displays the fo…

Updated 5 years ago by Arianne G.

Send notifications to users in Xactimate One claims portal

Under Admin, select Admin Notifications. Click the button at the top of the page. The Add Notification panel appears.. Click the Recipients field to select who will receive the notifications. Select…

Updated 5 years ago by Arianne G.

Administrators

Manage your users

Manage your user groups

The Form Builder

Manage your project settings

Account Setting

Manage vendors in Xactimate One claims portal

View account changes in Xactimate One claims portal

Send notifications to users in Xactimate One claims portal

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