This document covers admin user controls, including adding or editing users and 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 email used to log in.
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 menu icon 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 menu icon next to the user you want to delete.
3. Select Delete.

   Note: Deleting a user removes 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 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: Companies subscribed to XactRestore Pro should assign users in the field to a role that does not include the Field docs projects settings permission. This ensures that those users are guided through the process step-by-step instead of freely moving 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 you want to edit.

   Note: Alternatively, select the 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 menu icon next to the role you want to delete.

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

4. Select Delete.

   

5. Select Delete.

   Note: Deleted roles cannot be recovered.

   

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