ENVIRONMENT PREFERENCES

Environment preferences allow you to set defaults that apply to the software in general and not any specific profile. To set your Environment preferences:

On the Control Center tab, click Preferences.
In the Settings list, select Environment.
Use the navigation menu on the left or the Previous and Next buttons to navigate between preference categories.

Set your system information

Click General in the navigation menu on the left. In the General category, you can enter you company’s account info, view your Product Key Code, and indicate if you want to use Express View.

Express View brings Xactware’s Xactimate Express functionality to Xactimate 28. The Express view provides a reduced interface, allowing for quicker adjusting for call center agents and desk adjusters.

View profile configurations

Sometimes it’s helpful to know which features are available for the different profiles. Click Configuration in the navigation menu on the left to view profile and application features.

You will only see profile features for profiles that are available to you. Learn more about profiles.

View scrollbar in Sketch

Click User Options in the navigation menu on the left, and select Show Scrollbar to have a scrollbar on your sketch pane.

Security

Depending on your geographical location and your version of Xactimate, the following may vary.

Require password on each launch of Xactimate mobile

Some users will have access to multiple Xactimate platforms. If you want users to log in each time they open the Xactimate mobile app:

In the navigation menu on the left, under Security, click Security Setup.
Select Require password on each launch of Xactimate Mobile.

Edit security groups

Security groups are sets of access rights that determine the program features available to each user. If you have supervisory rights, you can add, edit, and delete security groups.

In the navigation menu on the left, under Security, click Security Groups.
Click Add. Or, select a group and click Edit or Delete.
In the Security Group Setup dialog box, program features are organized into security categories. You can select an entire category, such as Administrative or Reports. Or, you can click a category arrow to expand the category and assign individual features.

Manage users

If you have supervisory rights you can add or delete users from your instance. You can also edit their user information such as security groups. In the navigation menu on the left, under Security, click Users.

You can also manage users from the Control Center. Click Users.