Sharing rules with profiles and instances

Updated by Jill Bowers

Note: The workflow for sharing rules in XactXpert is identical for both profiles and instances. 
  1. Log in to Xactimate Admin. 
  2. Select Instances or Profiles, depending on if you’re an Instance admin or Profile owner, respectively. 
  3. Select your instance or profile. 
  4. Select the XactXpert tab. 
  5. Select the Custom rules tab in the table. 
Note: Custom rules are the only type of rules that you can share. 


  1. Select one or more rules by selecting the boxes on the left of each rule. 
  2. Select the More icon, which looks like vertical ellipses
  3. Select Share rules
Notes: At least one rule must be selected (with the box next to it checked) for you to be able to share rules. If a rule is not selected, the Share rules choice grays out, and you will be unable to share your rule. 
  1. A large window appears. If you are working in Profiles, choose the profile(s) from the dropdown menu that you want. You can select as many as you’d like. 
  2. If you are working on Instances, choose the Instance(s) you’d like to share with. 
Note: Profile owners can only share rules with other profiles owned by the same profile owner. Instances also only share rules and other information with instances the Instance admin also owns. 
  1. Use the Profile dropdown menu to choose other profiles you’ll share with. 


  1. Select Yes
  2. If you decide you do not want to share, select Cancel

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