Add users
- Click Admin in the left-hand navigation.
- Select Users.
- Click the add icon
. The Add User(s) drawer opens. - 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 in the drawer to add a batch of email addresses.
- Select a user group from the User Group menu. This gives the user the rights associated with that group.
- If the user is currently active and needs access to your account, select the Is Active check box.
Deactivated users still appear in your list of users, but they can't access your account and you can't assign roles to them until they are reactivated.
- If you want the user's access to expire, select an expiration date from the Remove Access on field.
If no date is set, this field displays No Expiration.
- Click ADD USER. An email invitation is sent to each user. If the users don't have an Xactimate account, they can click the link in the email to create one.