OneXperience Team Member
About OneXperience
Xactware end-user license agreement (EULA)
Xactware privacy notice
OneXperience copyright
Xactware Information Security frequently asked questions
Get Started
Using OneXperience
Team member: What are the system requirements for using OneXperience?
Team member: How do I become the primary contact of a project?
Team member: How do I become a team member of a project?
Team member: How do I remove myself as a resource of a company?
Team member: What happens when I am removed from or remove myself from a project?
Logging in
Updating your information
Project Library & Projects
Projects
Team member: What are projects?
Team member: How do I create a project?
Team member: How do I open a project?
Team member: Can I cancel a project?
Team member: Can I invite a policyholder to a project?
Team member: How do I change the status of a project?
Team member: Why should I change the status of a project?
Project Library
Video Collaboration
Team member: How do I start a live call?
Team member: What do I do if the policyholder isn't receiving the invitation to participate in a collaboration?
Team member: How long can a live call last?
Team member: Can the live call participant take pictures during the call?
Team member: What if I don't get any videos or snapshots from a live call?
Team member: How do I use Viewer Chat?
Team member: What are viewers?
Team member: How do I invite viewers to join a live call?
Team member: How do I know if there are connection problems during a live call?
Team member: How do I remove viewers from a live call session?
Team member: Can live call participants record videos during the call?
Team member: How do invitees know when to join a live call?
Team member: Add, edit, and delete room or item measurements
Team member: How do I take a measurement using the Measure tool?
Team member: How do I take a snapshot of a measurement I am taking?
Team member: How do I take a video of measurements I am taking?
Team member: How do I change the unit of measure that is being used in the Measure tool?
Team member: How do I know if I can use the Measure tool?
Team member: What is the Measure tool?
Team member: How do I exit the Measure tool?
Team member: How do I know if a device used for a video collaboration live call is AR-compatible?
Team member: What if I mark a wrong point?
Team member: How do I open the Measure tool?
Team member: Why are my video collaboration buttons disabled?
Files
Team member: What types of files can I upload?
Team member: How do I see files?
Team member: Who gets to see project files?
Team member: What does filtering project files do?
Team member: How do I filter files?
Team member: How do I add files to a project?
Team member: How do I know when someone adds a file to a project?
Team member: How do I share project files?
Team member: How do I download files?
Team member: How do I know when and where media was captured?
Team member: How do I take a snapshot of an image while I’m looking at it?
Team member: What information is included with snapshots taken from images?
Team member: How do I capture a snapshot from an uploaded video while I am watching it?
Team member: What information is included with snapshots taken from videos?
Team member: How do I create a media sheet?
Team member: What happens to files when a project is archived?
Team member: How do I create a label?
Team member: How do I apply a label to a file?
Team member: How do I edit a label?
Team member: How do I remove a label from a file?
Team member: How do I delete a label?
Team member: How do I share or unshare a file label?
Team member: What does a privacy check do?
Messages
Team member: How do I send messages?
Team member: How do I know if someone sends me a message?
Team member: How do I reply to a message?
Team member: Who can see project messages?
Team member: What happens to messages when the project is marked complete or archived?
In-app Notifications
Team member: What are in-app notifications?
Team member: How do I choose the types of notifications I want to see in the portal?
Team member: How do I see my notification history?
Team member: How do I clear my in-app notification folder?
Shared Calendar
Team member: What is the shared calendar?
Team member: How do I add an event to the shared calendar?
Team member: How do I see event details?
Team member: How do I open the shared calendar?
Team member: How do I edit an event in the shared calendar?
Team member: How do I add an event from the shared calendar to my personal calendar?
Team member: How do I delete an event from the calendar?
Custom Tasks
Team member: Can I assign a task to myself?
Team member: How do I unassign tasks?
Team member: Who can see submitted task information?
Team member: Where do I find submitted task information?
Team member: What information is included in the submitted task PDF?
Team member: How do I assign a task?
Primary Contact
The role of primary contact
Primary contact: How are primary contacts different from other team members?
Primary contact: How do I know if an invoice has been processed?
Primary contact: How do I save a conversation made of multiple messages?
Primary contact: How do I keep track of users who accept legal terms?
Primary contact: How do I change the project's primary contact?
Working with team members
Primary contact: What are project resources?
Primary contact: How do I add team members?
Primary contact: How do I give a team member full rights to a project without making them the primary contact?
Primary contact: How do I hide a team member?
Primary contact: How do I make a hidden team member visible to a policyholder?
Primary contact: How do I remove a team member from a project?
Primary contact: When can I hide or unhide team members from the policyholder's view?
Primary contact: How do I accept someone's request to become a team member of a project?
Primary contact: How do I know if team members are visible to policyholders?
Primary contact: How do I reject someone's request to become a team member of a project?
Primary contact: How do I inform a team member removed from a project that they have been re-added?
Primary contact: How do I revoke a team member's full rights to a project?
Primary contact: How can hidden team members participate in a project?
Working with your policyholder
Primary contact: How do I invite a policyholder to a project?
Primary contact: What should I do if my policyholder doesn't respond to my invitation to use OneXperience?
Primary contact: How do I edit my policyholder's information?
Primary contact: What are policyholder preferences?
Primary contact: When should I edit my policyholder's preferences?
Services
Hazard Recognition
Primary contact: How do I know if a hazard recognition check has been run?
Primary contact: Who gets to see hazard recognition scan results?
Primary contact: How does submitting feedback benefit my policyholder?
Primary contact: What is Hazard Recognition?
Primary contact: What are some examples of the hazards that the Hazard Recognition feature currently looks for?
Primary contact: Where do I find hazard recognition results?
Primary contact: How do I provide feedback about missing or incorrectly identified hazards?
Primary contact: How does submitting feedback benefit my company?
Primary contact: How do I know if potential hazards are missing or incorrect?
Image Analytics
Primary contact: How do I know if images have been flagged?
Primary contact: Why am I seeing alerts in an image’s File Details drawer?
Primary contact: How do I know why an image was flagged?
LightSpeed FireLine reports
360Value®
Team member: Request LightSpeed Roof Age report
OneXperience in-house and third-party integrations
Personal Property
Team member: When should I submit changes to a personal property inventory?
Team member: How do I find a specific item in a personal property inventory?
Team member: How do I submit changes to a personal property inventory?
Team member: What are Personal Property Sheets?
Policyholder Preferences
What's New in OneXperience
Team member: OneXperience tutorials and training
OneXperience Policyholder
About OneXperience
Xactware end-user license agreement (EULA)
Xactware privacy notice
OneXperience copyright
Xactware Information Security frequently asked questions (FAQ)
Get Started
Policyholder: What are the system requirements for OneXperience?
Policyholder: How do I join my project?
Policyholder: Why can't I log in?
Policyholder: What if I can't remember my password?
Policyholder: How do I change my account password?
Policyholder: How do I change my account email address (Xactware ID)?
Policyholder: How do I add or change my personal information?
My Policy Preferences
Policyholder: What are the benefits of setting my policy preferences?
Policyholder: How do I let my team know how and when to contact me?
Policyholder: How do I edit my personal preferences?
Video Collaboration
Policyholder: Why are my video collaboration buttons disabled?
Policyholder: How do I take a measurement using the Measure tool?
Policyholder: How do I exit the Measure tool?
Policyholder: How do I take a video of measurements I am taking?
Policyholder: Can I take pictures during the call?
Policyholder: How do I open the Measure tool?
Policyholder: How do I know if a device used for a live call is AR-compatible?
Policyholder: How do I know if I can use the Measure tool?
Policyholder: How do I take a snapshot of a measurement I am taking?
Policyholder: What is the Measure tool?
Policyholder: What if I mark a wrong point?
Policyholder: What if I don't get any videos or snapshots from a live call?
Policyholder: How long can a live call last?
Files
Policyholder: What types of files can I upload to my project?
Policyholder: Who gets to see files in my project?
Policyholder: How do I see the files in my project?
Policyholder: How do I see the details of a file?
Policyholder: How do I add files to a project?
Policyholder: How do I share files in my project?
Policyholder: How do I take a snapshot of a video while I’m watching it?
Policyholder: What information is included with snapshots taken from videos?
Policyholder: How do I take a snapshot of an image while I’m looking at it?
Policyholder: What information is included with snapshots taken from photos?
Policyholder: How do I know when and where project media was captured?
Policyholder: How do I download files?
Policyholder: How do I remove files from my project?
Policyholder: What happens to the files in my project if it is marked complete or archived?
Policyholder: What does filtering project files do?
Policyholder: How do I filter files?
Policyholder: How do I know when someone adds a file to my project?
Policyholder: How do I create a label?
Policyholder: How do I delete a label?
Policyholder: How do I remove a label from a file?
Policyholder: How do I edit a label?
Policyholder: How do I share or unshare a file label?
Policyholder: How do I apply a label to a file?
Messages
Policyholder: Who gets to see the messages in my project?
Policyholder: How do I send messages?
Policyholder: How do I know if I have new messages in OneXperience?
Policyholder: How do I reply to a message?
Policyholder: What happens to messages if my project is finished and archived?
Satisfaction & Feedback
Policyholder: How do I let my insurance company know how I feel about the work being done on my project?
Policyholder: How do I choose who gets to see my current level of satisfaction?
Policyholder: How do I update my level of satisfaction if it changes?
My Project Team
Policyholder: How do I see my project team?
Policyholder: How do I find team members’ contact information?
Shared Calendar
Policyholder: What is the shared calendar?
Policyholder: How do I see event details?
Policyholder: How do I open the shared calendar?
Policyholder: How do I add an event to the shared calendar?
Policyholder: How do I edit events in the shared calendar?
Policyholder: How do I delete an event from the shared calendar?
Policyholder: How do I add an event from the shared calendar to my personal calendar?
Personal Property
Policyholder: How do I know when I can start working on a personal property task?
Policyholder: Can I attach an image file to a personal property item?
Policyholder: How do I add file attachments to my personal property items?
Policyholder: How do I know where file attachments were captured?
Policyholder: How do I edit inventory item details?
Policyholder: How do I know when changes are made to my personal property inventory?
Policyholder: How do I find items in my personal property inventory?
Policyholder: When should I submit changes to my personal property inventory?
Policyholder: How do I submit changes to my personal property inventory?
Policyholder: How do I complete a flagged item task?
Policyholder: How do I see the details of a flagged item?
Policyholder: How do I delete inventory items?
Policyholder: What are flagged items?
Policyholder: How do I know if I need to work on a flagged item?
Policyholder: How do I reset my flagged item filter settings?
Policyholder: How do I keep track of flagged items assigned to me?
Policyholder: How do I filter flagged items?
My Tasks
Policyholder: Who can see submitted task information?
Policyholder: Where do I find submitted task information?
Policyholder: What information is included in the submitted task PDF?
Policyholder: Where do I find the files uploaded as part of a task?
In-app Notifications
Policyholder: What are in-app notifications?
Policyholder: How do I access my notification history?
Policyholder: How do I clear my in-app notification folder?
Policyholder: OneXperience help articles and video tutorials
OneXperience Administrator
About OneXperience
Xactware end-user license agreement (EULA)
Privacy notice
OneXperience Copyright
Xactware Information Security Frequently Asked Questions
Accessibility
Administrator: What is accessibility?
Administrator: OneXperience accessibility statement
Administrator: How do I scan forms to see if they are accessible?
Get Started
Administrator: What if I can't remember my account password?
Administrator: What are the system requirements for OneXperience?
Administrator: How do I update my personal information?
Administrator: How do I change my account password?
Account Info
Settings
Theming
Administrator: How do I add my company's logo to my company's OneXperience-hosted website?
Administrator: How do I set the color scheme for my company's OneXperience-hosted site?
Administrator: How do I link my company logo to my company's external website?
Collaboration
General Collaboration
Administrator: How do I hide the shared calendar feature?
Administrator: How do I prevent project participants from sending messages through OneXperience?
Policyholder Collaboration
Administrator: How do I let policyholders and team members access live calls via the web?
Administrator: How do I choose the video collaboration options that project participants can use?
Video Collaboration
Services
360Value
Administrator: What is 360Value?
Administrator: How does 360Value benefit me?
Administrator: Who do I contact to set up a 360Value contract?
Administrator: How do I have 360Value set up for me to use in my OneXperience instance?
Administrator: How do I track who made a version change?
Administrator: If customers have 360Value®-specific questions, what are their help options?
Administrator: Do a customer’s profile settings and custom dev appear and function in OneXperience the same way they do in 360Value®?
Verisk LightSpeed reports
Administrator: Aerial Imagery reports
Administrator: Enable Roof Age reports
Administrator: FireLine reports
Hazard Recognition
Administrator: What are some examples of the hazards that the Hazard Recognition feature currently looks for?
Administrator: Where do I find hazard recognition results?
Administrator: How does submitting feedback benefit my policyholder?
Administrator: What is Hazard Recognition?
Administrator: How do I use the Hazard Recognition feature?
Administrator: How does submitting feedback benefit my company?
Administrator: Who gets to see hazard recognition scan results?
Administrator: How do I provide feedback about missing or incorrectly identified hazards?
Administrator: How do I know if potential hazards are missing or incorrect?
Administrator: Why can’t I turn on the Hazard Recognition feature in the Settings module?
Administrator: How do I know if a hazard recognition check has been run?
Image Analytics
Administrator: What is the Image Analytics service?
Administrator: What does Image Analytics check?
Administrator: How do I know if images have been flagged?
Administrator: How do I know why an image was flagged?
Administrator: How do I enable Image Analytics?
Administrator: What are services?
Exports
Resources
Administrator: What are resources?
Administrator: How do I know which resources haven't responded to their invitations?
Administrator: How do I add resources?
Administrator: How do I assign or edit resource roles?
Administrator: How do I remove a resource?
Administrator: What are teams and why should I use them?
Administrator: How do I edit a team?
Administrator: How do I delete a team?
Notifications
Templates
Administrator: How do I customize a notification template?
Administrator: How do I revert to a default notification template?
Administrator: How do I save copies of emails sent to project participants?
Settings
Project email
Signatures
Administrator: How do I create notification signatures?
Administrator: How many signatures can I create?
Administrator: How many signatures can be used for a project?
Administrator: How do I require signatures on notifications?
Administrator: What happens if I don't want to use a signature?
Administrator: How do I edit signatures?
Administrator: How do I delete a signature?
Legal
Administrator: Can I use the Fraud Agreement option?
Administrator: How do I track users who accept legal agreements?
Administrator: Can I disable the fraud agreement requirement?
Administrator: How do I make sure mobile app users agree to the Important Information?
Reports
Administrator: How do I run a report?
Administrator: How do I access a report I requested?
Administrator: How do I know if an invoice has been processed?
API
Administrator: What is an API?
Administrator: What if I can’t find or remember the API key?
Administrator: Why would I need an API key and username?
Administrator: Who uses the username and API key?
Administrator: How do I generate a username and API key?
Administrator: Where can my developers find a list of available APIs and documentation to implement them?
Business Rules
Administrator: Start using the Business Rules feature
Administrator: Add, edit, archive, and delete business rules
Administrator: Create, edit, and delete rule sets
Administrator: Export, execute, and delete recommendations
Custom Tasks
General
Administrator: How do I see available tasks?
Administrator: Who can assign a task?
Administrator: Who can see submitted task information?
Administrator: Where do I find files uploaded as part of a task?
Administrator: What information is available in the Custom Tasks Assigned tab?
Administrator: How do I set up automatic reminders to be sent when task assignees don't complete a task?
Delivery
Administrator: What is automated task assignment?
Administrator: What options are there for task assignment automation?
Administrator: How do I enable task assignment automation for a task?
Administrator: What is an automatic trigger?
Notifications
Forms
Administrator: How do I create a form?
Administrator: How do I duplicate a form?
Administrator: How do I see when a form was last modified?
Administrator: How do I see who last modified the form?
Administrator: How do I see when a form was last published?
Administrator: How do I delete a form?
Administrator: How can I find out what forms are available?
Administrator: How do I see what task is associated with a form?
Administrator: How do I see if a form is published?
Administrator: How do I revert to the previous version of a form?
Administrator: What do I need to know about adding a room shape question to a form?
Administrator: How do I preview a form?
Administrator: What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?
Administrator: What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?
Administrator: Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?
Administrator: OneXperience training and tutorials
Administrator: Carrier letters
Mobile app users
Troubleshooting Guides
All Products > OneXperience Policyholder > Files > Policyholder: Who gets to see files in my project?
Updated
by
Jennifer B.
Your insurance company has access to the information you share using OneXperience. Anyone else working on your project can only view the information shared with them.