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Third-party pricing allows users to apply specific pricing from other companies to certain line-item components. This feature can be configured in Xactimate Admin under Profiles > Third-party pricing…
Updated 3 months ago by Jill Bowers
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 2 months ago by Jill Bowers
Xactimate Admin lets profile owners manage what forms are available to Xactimate users in their profile. You can also associate Xactware forms and create and edit custom forms. What are Xactware form…
Create multiple users. The Add Users functionality in Xactimate Admin allows administrators to create Xactware IDs (XIDs) and automatically add those XIDs to an Xactimate and XactContents online inst…
What information do I need to create a material discount? The location, the Material Codes (which are the CAT and – as applicable – SEL codes) and the discount percentage. How many component discount…
Updated 7 months ago by Jill Bowers
Only users who are already profile owners can add others as profile owners in Xactimate Admin. Navigate to Profiles > Profile owners. . Select Add profile owner. Enter the Xactware ID of the user you…
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…
Depreciation defaults used to require Verisk-created data updates or individual instance changes through Xactimate online. Profile owners can now use the new Xactimate Admin to create and control dep…
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. Login to Xactimate Admin with your X…
The Distribute Claim feature allows users to distribute information and send pricing tasks to linked instances within a shared profile. Instances enabled as pricing task vendors can receive and retur…
In addition to creating and editing forms in Xactimate Admin, you can link existing Xactware forms with your profile. Navigate to Profiles and select your profile.. Select the Forms tab.. Select Xact…
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 3 weeks ago by Jill Bowers
This feature is only available to profile owners and is not available to instance admins. Xactimate Admin includes a tool to create customized depreciation schedules for profiles. This feature allows…
Updated 2 days ago by Jill Bowers
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…
When you create forms in Xactimate Admin, you can apply them to your profile and use them in any Xactimate platform to gather important information. To create profile forms: Select the Forms tab.. Se…
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…
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…
Xactimate Admin Term. Definition/Explanation Instance admin An instance admin can configure settings for their instance. Profile owner A profile owner can configure settings for their profile. Standa…
Updated 2 weeks ago by Jill Bowers
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. Instances . Select your instance. . Selec…
If an Xactimate Admin release includes any major changes that affect your product experience, we highlight them here to provide you with updates. To view greater details on these changes (when necess…
