Create and add multiple users

Updated by Jill Bowers

Note: Only instance admins can add users.  

The Add Users functionality in Xactimate Admin allows instance admins to create Xactware IDs (XIDs) and automatically add those XIDs to an Xactimate or XactContents instance.  

To use this tool, fill out user information in the appropriate .csv template and import the template to Xactimate Admin. You must include user Xactware IDs (XIDs) with their account. If a user does not already have an account, they will receive an email asking them to create an XID and activate their user account.  

Before importing the .csv, the license types assigned to users must fall within the available licenses for the instance. If there are not enough licenses available for the users, the import will be unsuccessful.  

Download the template  

  1. Select your Instance from the table on the homepage of Xactimate Admin. 
  2. In the Users tab, select Add/Update Multiple Users to open a side drawer. 
  3.  Select the Download button next to New user or Update existing users.

Fill out user information  

Follow these requirements as you fill out the spreadsheet:  

  • Enter information in all columns to create an XID and an Xactimate online user. Enter a valid email address for the XID (e.g., jane@example.com).  
  • To add users to multiple security groups, separate groups with a pipe or comma (e.g., Default | Super or Default, Super). 
  • Leave the Code field blank to generate a default code or enter a custom user code. User codes should be unique and can be up to eight characters long. They can include letters A-Z, digits zero through nine, underscores (_), hyphens (-), periods (.), or dollar signs ($). Codes cannot have any spaces or the @ symbol. 
  • Select Pro or Standard under License Type. If you select Standard, enter the appropriate platform: Desktop, Online, or Mobile. Be sure your instance has enough licenses of each type for the number of users you add.  
  • If the user should have access to the XactContents module, enter Yes under XactContents.  
  • If applicable, select Yes under Has Time and Materials. 
  • If a user should be an Admin, type Yes under the Is Admin field. 
  • Enter the user's phone number.
  • The password field is also available, but not required.

Save the file as a .csv  

Before you upload a completed template, make sure it is a .csv file. Follow these steps to change the file to a .csv file. 

  1. Open the file.  
  2. Select File.  
  3. Select Save As.  
  4. Choose the location where you want to save the file.  
  5. Change Save As Type to CSV (Comma delimited) (*.csv).  
  6. Select Save.  

Import the .csv file  

  1. On the Users tab in your instance, select Add/Update multiple users. This opens a side drawer.  
  1. Choose the Add new user(s) or Update user(s) tab, depending on your need. 
  2. Upload the completed new user or updated user .csv file (according to the tab you’re in). 
  3. Select Upload.  
  4. After the upload is complete, the new users are created and assigned licenses as listed in the .csv file.   

 

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