Administration

16 articles

User Information

In User Information, you can view the following information about your XactAnalysis® for Service Providers (SP) account: user name, user ID, email address, and language settings. You can manage your…

Updated by Arianne G.

User Rights

User rights give users access to specific areas of XactAnalysis SP. New users cannot log in to XactAnalysis SP until their user rights have been set up in the Edit User page in User Administration. Y…

Updated by Arianne G.

Notification Rules

In Notification Rules, adjusters and contractors (assignees) can instruct insurance companies (assignors) how and when to notify them when assignments are sent to them, action items are created for t…

Updated by Arianne G.

Contact Methods

Contact Methods enables you to maintain a list of methods that insurance companies (assignors) can use to contact your company or employees (assignees). See Notification Rules to apply these contact…

Updated by Arianne G.

Personal Address Book

In the Personal Address Book you can add, view, and sort your personal contacts. You can add contacts directly into the personal address book or by importing an Excel file. The screen shots in this d…

Updated by Arianne G.

Company Setup & Exports

In Company Setup & Exports, you can view the third-party companies that are currently enabled, disabled, and available to receive assignment exports. When a company is enabled to receive assignment e…

Updated by Arianne G.

Personal Rule Notifications

The Personal Rules module allows you to set up notifications to inform you when events occur for a specified Office or XactNet address. You can instruct XactAnalysis® for Service Providers (SP) to no…

Updated by Arianne G.

Company Admin

In Company Admin, you can search for, view, and update names and addresses for users in your company. The screen shots in this document are generic, and your company’s interface may vary. Related: FA…

Updated by Arianne G.

Notification Centre

XactAnalysis SP allows you to create assignment rules that send you notifications when they're triggered. The Notification Centre allows you to view and browse your notifications in detail. Access No…

Updated by Arianne G.

Xactware ID Help

You need an Xactware ID to access your XactAnalysis® products and accounts. This document describes how to create your Xactware ID, link your XactAnalysis accounts to your Xactware ID, manage your Xa…

Updated by Arianne G.

Manage Accounts

On the XactAnalysis landing page, you can link or unlink XactAnalysis accounts with your Xactware ID. An account must be linked with your Xactware ID before you can access the account. See Xactware I…

Updated by Arianne G.

Estimate scope overlap and item inclusion algorithms

Before uploading an estimate to XactAnalysis, Xactimate checks it for any inconsistencies or possible errors. The events in the Estimate Scope Overlap and Item Inclusion category in Personal Rules ar…

Updated by Arianne G.

Licence Admin

Licence Admin allows XactAnalysis® users to view or modify Xactimate® licences. You must have the Licence Admin app right to access this feature. This is a powerful tool that affects your Xactimate l…

Updated by Mara Kellogg