Instances

25 articles

Desktop Update Manager in XactAdmin

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

Updated by Jill Bowers

Create and add multiple users

Note : Only instance admins can add users. The Add Users functionality in XactAdmin allows instance admins to create Xactware IDs (XIDs) and automatically add those XIDs to an Xactimate or XactConten…

Updated by Jill Bowers

Set preferences for export to email in XactAdmin

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

Updated by Jill Bowers

Add and delete users in XactAdmin

Manage users.. Add users. Follow the steps below to add and assign users to instances. Add users in the Instances tab. From within XactAdmin, select Instances. . Select your instance from the table.…

Updated by Jill Bowers

Configure security groups in XactAdmin

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 XactAdmin.. If you have more than o…

Updated by Jill Bowers

The Projects tab in XactAdmin

The Projects tab inside XactAdmin 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 the Pr…

Updated by Jill Bowers

Model statements in XactAdmin

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 XactAdmin

Find depreciation defaults in Instances . In the opening page of XactAdmin, select Instances from the menu on the left side of the screen. . Note : If you have more than one instance, select your ins…

Updated by Jill Bowers

Manage XactAI license information in XactAdmin

The Verisk artificial intelligence tool, known as XactAI, is an add-on designed to enhance the efficiency, accuracy, consistency, and speed of creating estimates and other projects across Verisk’s su…

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 XactAdmin via the Users and Security groups tabs. Learn more about the Use…

Updated by Jill Bowers

Find account information in XactAdmin

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

Updated by Jill Bowers

Configure XactLink for contractors in XactAdmin - Instances

XactLink allows contractors to securely send projects directly to carriers without a program agreement in place. Instance administrators and profile owners can configure XactLink settings in XactAdmi…

Updated by Jill Bowers

Adjuster license numbers in XactAdmin

Users can enter adjuster license numbers in the Preferences section of Instances in XactAdmin. Using adjuster license numbers helps ensure that adjusters are compliant with certain legal requirements…

Updated by Jill Bowers

Add and import staff laborers

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

Updated by Jill Bowers

Find your instance ID in XactAdmin

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 XactAdmin

You can register instances and certain account information (including product key codes, instance IDs, XactNet addresses, and Verisk Account IDs) in XactAdmin by following the instructions below. Ope…

Updated by Jill Bowers

Add XactAnalysis SP adjuster accounts in XactAdmin

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 XactAdmin Instances

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

Updated by Jill Bowers

Configure XactGen Roofing in XactAdmin

To configure XactGen Roofing in XactAdmin, follow the steps below. From within XactAdmin, select Instances. . Select your instance from the Instances table. . Note : If you have only one instance, no…

Updated by Jill Bowers

Configure Sketch Scan in XactAdmin

To configure Sketch Scan in XactAdmin, follow the steps below. From within XactAdmin, select Instances. . Select your instance from the Instances table. . Note : If you have only one instance, no Ins…

Updated by Jill Bowers

Enable integrated services in XactAdmin

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 activate them for integration with the…

Updated by Jill Bowers

Add or edit company headers in XactAdmin

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 XactAdmin

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

Updated by Jill Bowers

Create and edit model statements in XactAdmin - Instances

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

Updated by Jill Bowers

Edit and delete staff laborers

Edit staff laborers . Open XactAdmin 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.. Sel…

Updated by Jill Bowers