Instances

12 articles

Desktop Update Manager

Instance admins can use the Desktop update manager in Xactimate Admin to control what updates they can download in their instances in Xactimate desktop (X1). Here’s a quick overview of the Desktop up…

Updated by Jill Bowers

Create and add multiple users and licenses

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 Xac…

Updated by Jill Bowers

Set preferences for export to email in Xactimate Admin

Administrators can now set email preferences for their instances and profiles in Xactimate Admin instead of Xactimate online. This includes settings for exporting reports to email. Select your instan…

Updated by Jill Bowers

Add and delete users in Xactimate Admin

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. Log…

Updated by Jill Bowers

Configure security groups in Xactimate Admin

Security groups keep your customer data and claim information secure, and help you control who has access to sensitive information. Add security groups . Log in to Xactimate Admin.. If you have more…

Updated by Jill Bowers

The Projects tab in Xactimate Admin

The Projects tab inside Xactimate Admin Instances allows users to see a list of projects and important project information for all profiles in the instance, depending on the filters in place. Inside…

Updated by Jill Bowers

Model statements in Xactimate Admin

Model statements are used as opening and closing statements for projects and can be created and set as profile, instance, or user defaults or set as defaults for specific states or regions, or, if th…

Updated by Jill Bowers

Assigning rights to restore previous versions

You can control what users can or cannot access, including the option to restore project versions, by editing user rights in Xactimate Admin via the Users and Security groups tabs. Learn more about t…

Updated by Jill Bowers

Find account information in Xactimate Admin

Xactimate Admin provides access to important information about your instance, account, users, and licenses. This information is in the following locations. Instances > Instances table . Basic license…

Updated by Jill Bowers

Find your instance ID in Xactimate Admin

Follow these steps to find your instance ID. Select your instance. . Select the Configuration tab. . Locate your instance ID in the Account and License Information box. .

Updated by Jill Bowers

Overhead and profit in Xactimate Admin Instances

To set preferences for overhead and profit (O&P), certain settings need to be adjusted in Xacimate Admin. They can be changed in both Instances and Profiles under the Preferences tab. Instances . Sel…

Updated by Jill Bowers

Setting up XactRebuild estimates in Xactimate Admin

Note: This workflow is for Instances. Follow this link to learn more about setting rebuild estimate rights in Profiles. . Instance admins can use Xactimate Admin to activate rights for rebuild estima…

Updated by Jill Bowers