Create and add multiple users and licenses

Updated by Jill Bowers

Create multiple users 

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, you need to fill out user information in a .csv template and import the template to Xactimate Admin. You must also include user XIDs, which will be added to your instance. If a user does not already have an XID, one will be automatically created and added to your instance  

Before importing the .csv, please ensure that the license types assigned to users fall within the available licenses for the instance. If there are not enough licenses available for the users you entered, the import will not be successful. 

Download the template 

  1. Select your Instance from the table on the homepage of Xactimate Admin. 
  2. In the Users tab, select Download users list on the left side of the screen. The .csv users list will automatically download.


Fill out user information 

Follow these requirements as you fill out the spreadsheet: 

  • Enter information in all columns, except Code and Platform, to create an XID and an Xactimate online user. 
  • Enter a valid email address for the XID (e.g., 
  • Ensure the password contains at least eight characters, including at least one letter and one number (e.g., Password1). 
  • Enter the phone number without spaces or parenthesis. 
  • Separate security groups with a pipe. 
  • Leave the code field blank. It will be automatically generated. 
  • Under License Type, enter one of these three options: Desktop, Online, or Pro. 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. 

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. Upload the .csv file by dragging and dropping it into the side drawer or selecting the .csv file from your computer.  
  2. Select Upload

After the upload is complete, the new users are created and assigned licenses as listed in the .csv file.  

License update 

To apply for a license, renew a license, or adjust your account in any way, please contact your Verisk representative. 

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