Instances

20 articles

Desktop Update Manager in Xactimate Admin

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

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 XactC…

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 with Xactimate Admin. Follow the steps below to add and assign users to instances. Add users in the Instances tab. Log in to…

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

Set depreciation defaults in Instances in Xactimate Admin

Find depreciation defaults in Instances . In the opening page of Xactimate Admin, select Instances from the menu on the left side of the screen. . Select your instance from the table. . Select the Pr…

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

Add and import staff laborers

Add staff laborers individually . Open Xactimate Admin and select Instances. . Select your instance from the table. . Select Configuration. Select Add staff laborer(s) in the T&M STAFF LABOR section…

Updated by Jill Bowers

Find your instance ID in Xactimate Admin

An instance ID is a compilation of numbers unique to an instance, which helps users easily identify their instance(s). While instance names are customizable, instance IDs are assigned to each instanc…

Updated by Jill Bowers

Register instance in Xactimate Admin

You can register instances and certain account information (including product key codes, instance IDs, XactNet addresses, and Verisk Account IDs) in Xactimate Admin by following the instructions belo…

Updated by Jill Bowers

Add XactAnalysis SP adjuster accounts in Xactimate Admin

An XactAnalysis SP adjuster account is an XactAnalysis account made especially for adjusters. To learn more about XactAnalysis SP accounts, visit our XactAnalysis SP HelpDocs. Note: This option is on…

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 Xactimate Admin. They can be changed in both Instances and Profiles under the Preferences tab. Instances . Se…

Updated by Jill Bowers

Enable integrated services in Xactimate Admin

We offer third-party integrations (TPIs) to make it easy for users to send and receive data from other companies. Users can choose from a variety of vendors and enable them for integration with their…

Updated by Jill Bowers

Add or edit company headers in Xactimate Admin

Company headers appear at the top of Xactimate project documents, and often include a company name, logo, and other information. Follow the instructions below to select, add, or edit company headers…

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

Create and edit model statements in Xactimate Admin - Instances

Create and edit default model statements in Xactimate Admin Note: This workflow is available in both Instances and Profiles. Users can create closing and opening model statements inside Xactimate Adm…

Updated by Jill Bowers

Edit and delete staff laborers

Edit staff laborers . Open Xactimate Admin and select Instances. . Select your instance from the table. . Select Configuration. Find the user you need to edit in the table in the T&M STAFF LABOR card…

Updated by Jill Bowers