Getting started in OneXperience
OneXperience Team Member
Get Started
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 view 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
Get Started
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: How do I know if I have new messages in OneXperience?
Policyholder: Who gets to see the messages in my project?
Policyholder: How do I send messages?
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
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: 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 > Get Started > Policyholder: How do I join my project?
Updated
by
Jennifer B.
Your project's primary contact will send you an invitation to join your project.