User rights - Xactimate One Helps

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User rights

5 articles

Create user groups

Click Admin in the left-hand navigation. Select User Groups. Click the add button. The New User Group drawer opens. Type a name for the group in the Title field. Select which Account Rights and Admin…

Updated 4 years ago by Arianne G.

Edit user groups

Click Admin in the left-hand navigation. Select User Groups. Click a user group in the list. Click the edit icon. The Edit User Group drawer opens. Edit the name of the group or any of its account ri…

Updated 4 years ago by Arianne G.

Delete user groups

Deleting a user group deactivates all of its users. This action can't be undone. Click Admin in the left-hand navigation. Select User Groups. . Click a user group in the list. . Click the delete icon…

Updated 4 years ago by Arianne G.

Duplicate user groups

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

You can set a user group as the default group so that when you add a new user, they are automatically assigned to that group. Click Admin in the left-hand navigation. Select Account Settings. Scroll…

Updated 4 years ago by Arianne G.

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