This document covers admin user controls, including adding or editing users, and adding or editing user roles within XactRemodel and XactRestore.

To access the admin menu shown in the below sections, select Admin.

Note: The screenshots are from XactRestore but are the same in XactRemodel.

Manage users

Manage roles

Manage users

Add users

Follow the steps below to add users in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select Add new user.

   

3. Fill out the form:
   • Activate User: Allows the user to log in and uses an open seat.
   • First Name: The user’s first name.
   • Last Name: The user’s last name.
   • Title/Role: The user's role or title assigned to the user. For more information about titles and roles, see the next section.
   • Email: The user’s Xactware ID that will be used to log in with.
4. Select Save.

   

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Edit users

Follow the steps below to edit users in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select the user to edit.

   Note: Alternatively, select the three-dot menu and select manage user.

   

3. Make any necessary changes.
4. Select Save.

   

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Delete users

Follow the steps below to delete users in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select the three-dot menu icon next to the user to delete.
3. Select Delete.

   Note: Deleting a user will remove all related user data and cannot be undone.

   

4. Select Yes.

   

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Manage roles

Add roles

Follow the steps below to add new roles in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select Roles.
3. Select Create new role.

   Note: To start a new role based off an existing one, select the three-dot menu icon next to the existing role and select duplicate.

   

4. Enter a Name.
5. Enter a Description.
6. Select the desired permission(s). Scroll down to see the entire list of permissions.

   Note: For companies subscribed to XactRestore Pro, assign users in the field to a role that does not include the Field docs projects settings permission. That will ensure that those users are guided through the process step-by-step instead of being able to freely move around the project when in the field.

7. Select the checkmark icon to save.

   

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Edit roles

Follow the steps below to edit roles in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select Roles.
3. Select the role to edit.

   Note: Alternatively, select the three-dot menu icon and select edit role.

   

4. Make any desired changes.
5. Select the checkmark icon to save.

   

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Delete roles

Follow the steps below to delete roles in XactRemodel and XactRestore.

1. From the admin menu, select Users.
2. Select Roles.
3. Select the three-dot menu next to the role to delete.

   Note: If there are users assigned to the role, they will first need to be reassigned to another role before proceeding.

4. Select Delete.

   

5. Select Delete.

   Note: Deleted roles cannot be recovered.

   

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