Team member: How do I unlink a ClaimXperience project from an Xactimate instance?
Updated 9 months ago
by
Jennifer B.
Option 1
- Click Team Members in your Main menu.
- Click Team member actions [vertical ellipsis button] on your contact card.
- Select View Xactimate link.
- Click Unlink.
- Click UNLINK in the Unlink from Xactimate confirmation dialog box.
Option 2
- Click View all in the Team Members card on your dashboard.
- Click Team member actions [
] on your contact card - Select View Xactimate Link.
- Click Unlink.
- Click UNLINK in the Unlink from Xactimate confirmation dialog box.