Add and delete users in Xactimate Admin

Updated by Jill Bowers

Manage users

Add users 

Adding users is now faster and easier than ever. Using Xactimate Admin, you can assign users to instances by following the steps below.  

Add users in the Instances tab 
  1. Log in to Xactimate Admin with your Xactware ID.   
  2. If you have more than one instance, choose the one you want to work on. Simply select the instance to open it.  
  3. The license information for users in your instance appears in the gray box above the Users list.  

  1. Below the license information box is a table that lists all users in the selected instance. Select the Add User button above the table on the right side.  
  2. A form will appear on the right side of the screen asking for information about the user you want to add.  
  3. Enter the user’s email address. As you do, the user code field directly beneath the email field will auto-populate. You may change the code if needed.  
  4. Select the user’s license type and assign them to a security group.  
  5. Select the Add button. 

 

Add users in the Users tab 

When you first sign in to Xactimate Admin, you see a small list of options on the left-hand side of the window. These options include Instances, Profiles, and Help. Admins of multiple instances can also see a Users option between Instances and Profile.  

Note: The Users tab is only available for Instance admins who own more than one instance. 
  1. Log in to Xactimate Admin. 
  2. Select Users to open a page with a blank table. 
  3. Search for users in your instance by their Xactimate ID and select Enter on your keyboard. 
Note: You can search for users by their name, but your search results will be more accurate if you search for users with their Xactimate ID. You can also sort information using the sort arrows at the top of the table.
  1. Results from your search appear in the table below the search line and provide information about your users, including the following: 
    1. Instance number 
    2. Instance name 
    3. Xactimate ID 
    4. User name 
    5. Date user was created  
    6. Last log in 
    7. Currently logged in 
    8. Security groups 
    9. Xactimate license 
    10. Admin access 
    11. XactContents license
  2. You can also add users by selecting the Add user button on the top right of the table. This opens a side drawer. 
  3. Enter the new user’s email address. 
  4. A new code should populate once you enter the user’s email address. If it does not, you can enter your own code. 
  5. Choose an instance from the dropdown menu. This is the instance with which the user will be linked. 
Note: Only instances you own appear in the dropdown menu. 
  1. Select Add, or, to cancel your changes, select Cancel. 

 

Delete users  

Xactimate Admin also lets you delete users. When you do this, you are only removing users from your instance. You cannot delete the user’s Xactimate account altogether.  

  1. From the Instances page, select the Users tab.  
  2. If you hover over a user row in the table, a trash icon will appear on the far-right side of the row. Select the trash icon to delete the user.  

You can also remove users through the information form.  

  1. Select a user from the table by clicking their corresponding row. A new window with the user’s information will appear.   
  2. Select the Delete User button at the bottom of the user information window.  

 

 

 

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