Working with team members

About ClaimXperience®

Accounts and account IDs

Account passwords and logging in

Policyholder: Additional living expenses (ALE)

Policyholder: View a summary of additional living expenses

Policyholder: Add expenses

Policyholder: Upload receipts

Policyholder: Add a temporary address

Policyholder: View housing company information

Policyholder: Overview of additional mileage

Policyholder: Files overview

Policyholder: View, add, share and download files

Policyholder: File details

Policyholder: Search for, filter and sort files

Policyholder: File labels

Policyholder: In-app notifications

Policyholder: Messages overview

Policyholder: Send and reply to a message

Policyholder: Your claim team

Tasks

Policyholder: Personal preferences

Policyholder: Contents overview

Policyholder: Add, submit, and delete contents items

Policyholder: Find, filter, and edit content inventory items

Policyholder: Flagged contents items

Policyholder: Cleaned and stored contents inventory items

Policyholder: Satisfaction and feedback

Policyholder: Shared calendar

Policyholder: Live call duration

Policyholder: Live call pictures

Policyholder: Live call videos

Policyholder: No pictures or videos from a live call

Policyholder: The Measure tool explained

Policyholder: See if you can use the Measure tool

Policyholder: Open the Measure tool

Policyholder: If your video collaboration buttons are disabled

Policyholder: Change Measure tool unit of measure

Policyholder: Take measurements using the Measure tool

Policyholder: Take measurement snapshots

Policyholder: Take measurement videos

Policyholder: Marking a wrong point

Policyholder: Exit the Measure tool

How do I become a team member of a project?

Team member: Remove yourself as a company resource

Team member: If you are removed from a project

Team member: Become a project's primary contact

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Export expenses

Team member: Additional mileage

Team member: Add additional mileage

Team member: Normal expenses explained

Team member: Select normal expense categories

Team member: Add normal expense amounts

Team member: Add temporary addresses

Team member: Edit temporary housing information

Team member: Add housing information

Team member: Edit housing company information

Team member: See previous housing companies

Team member: Add additional living expenses

Team member: Edit additional living expenses

Team member: Cancel the upload receipts link

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task information pdfs

Team member: Security of uploaded videos

Team member: Policyholder feedback

Team member: Who can see project files

Team member: When someone adds a file

Team member: Files in archived or complete projects

Team member: View files

Team member: Add files

Team member: Share and unshare files

Team member: Download project files

Team member: Remove a file from a project

Team member: Information for image snapshots

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Search for, sort, and filter files

Team member: What filtering files does

Team member: Filter files

Team member: Create a label

Team member: Apply a label

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Share or unshare a label

Team member: Create a media sheet

Team member: Privacy checks

Team member: Run a privacy checks

Team member: In-app notifications

Team member: Who links a project to an assignment

Team member: Know if you're linked to XactAnalysis

Team member: Link a project to an assignment

Team member: Unlink a project from an assignment

Team member: Create a project from XactAnalysis

Team member: Link to and unlink from an Xactimate instance

Team member: Messages overview

Team member: Send and reply to a message

Team member: Participate in a personal property task

Team member: Know about inventory changes

Team member: Attach files to an item

Team members: View item information

Team member: Who attaches images to an item

Team member: When to submit inventory changes

Team member: Submit inventory changes

Team member: Delete an inventory item

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: See ContentsTrack inventory lists

Team member: Create a project through ContentsTrack

Team member: See clean/storage item details

Team member: Know if items are requested for return

Team member: Find specific inventory items

Team member: Edit replacement items

Team member: Personal Property sheet explained

Team member: Create Personal Property sheets

Team member: Learn where media files were captured

Team member: Share a contents task

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filtering

How do I know if I need to work on a flagged item?

Team member: Track flagged items

Team member: Know if you have a contents task

Team member: Know when policyholder personal preferences change

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts a legal agreement

Primary contact: Who flags items

Primary contact: Resources and team members

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Removed and re-added team members

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Allow policyholder to request item return

Primary contact: Hazard recognition described

Primary contact: Provide feedback about missing or misidentified hazards

Primary contact: Submitting feedback benefits your company

Primary contact: Missing or incorrect potential hazards

Primary contact: Who sees hazard recognition scan results

Primary contact: Know if a hazard recognition scan was run

Primary contact: Submitting feedback benefits your policyholder

Where do I find hazard recognition results?

What are some examples of the hazards that the Hazard Recognition feature currently looks for?

Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Team member: ClaimXperience projects

Team member: Claims Library

Team member: The shared calendar explained

Team member: Open the shared calendar

Team member: See event details

Team member: Add an event

Team member: Edit an event

Team member: Delete an event

Team member: Add a shared calendar event to a personal calendar

Team member: Live call duration

Team member: Missing live call invitations

Team member: Know if there are connection problems

Team member: Start a live call

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: No videos or snapshots from a live call

Team member: Live call viewers

Team member: Invite viewers to a live call

Team member: User Viewer Chat

Team member: Remove viewers from a call

Team member: Add a scope

Team member: Delete a scope

Team member: Measure tool described

Team member: Know if you can use the Measure tool

Team member: Know if your device is AR compatible

Team member: Open the Measure tool

Team member: Disabled video collaboration buttons

Team member: Using the Measure tool

Team member: Take a snapshot of a measurement

Team member: Change the Measure tool unit of measurementol?

Team member: Marking a wrong spot

Team member: Exit the Measure tool

What's New in ClaimXperience

What is accessibility?

ClaimXperience accessibillity statement

Administrator: Scan forms for accessibility

Administrator: Instance information

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive project are reactivated

Administrator: Reactivation fee

Administrator: Set alert amounts

Administrator: API overview

Administrator: Generating API keys and client credentials

What information is available in the Custom Tasks Assigned tab?

Who can assign a task?

How do I see available tasks?

How do I set up automatic reminders to be sent when task assignees don't complete a task?

Administrator: Uploaded task files

Who can see submitted task information?

Administrator: Turn on custom task review

What options are there for task assignment automation?

What is an automatic trigger?

How do I enable a task for Damage Assessment Automation (DAA)?

What is automated task assignment?

Administrator: Enable the Current Satisfaction feature

How can I find out what forms are available?

How do I see if a form is published?

How do I see when a form was last published?

How do I see what task is associated with a form?

How do I see who last modified the form?

Administrator: Create a form

What do I need to know about adding a room shape question to a form?

Administrator: Assign a form to a custom task

How do I duplicate forms?

How do I revert to the previous version of a form?

Administrator: Preview a form

How do I delete a form?

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Customize notification templates

Administrator: Revert to a default notification templates

Administrator: Save copies of project participant emails

Administrator: Create notification signatures

Administrator: Require signatures

Administrator: Contents

Admin: XactContents integration

Administrator: Run a report

Administrator: About resources

Administrator: Assign, edit, and remove resources

Administrator: Add your logo to your ClaimXperience website

Administrator: Set your ClaimXperience color scheme

Administrator: Hide the Shared Calendar

Administrator: Enable video collaboration options

Administrator: Hide Policyholder Preferences

Administrator: Collaboration options to enable

Administrator: If you can't enable Hazard Recognition

Administrator: Hazard Recognition results

Administrator: Know if Hazard Recognition has been run

Administrator: Who sees Hazard Recognition scan results

Administrator: If potential hazards are missing or incorrect

Administrator: Use Hazard Recognition

Administrator: Set default primary contacts for projects auto-created through XactAnalysis

Administrator: Carrier letters

Troubleshooting Video Collaboration Live Call Issues

All Categories > Team Member > Main Contact > Working with team members

Working with team members

4 articles

Primary contact: Resources and team members

Project resources and team members. Resources are companies or individuals who have been invited to participate in a project. Resources become team members when they accept the invitation. You can hi…

Updated 6 months ago by Jennifer B.

Primary contact: Accept a request to join a project

You are notified when someone requests team membership for a specific project. Click the link in the notification. Click Accept on the requester's card on the Team Member page.

Updated 2 years ago by Jennifer B.

Primary contact: Reject a request to join a project

You are notified someone requests team membership for a specific claim. Click the link in the notification. Click Decline on the requester's card on the Team Member page. Click Decline in the Team Me…

Updated 2 years ago by Jennifer B.

Primary contact: Removed and re-added team members

When you re-add a team member to a project, they are notified by email that they have been restored to the project and can participate as a team member again.

Updated 2 years ago by Jennifer B.