Administrator: Instance Information

Updated by Jennifer B.

Account Info
The Account Info tab provides the following information about your instance:

  • Instance Name
    • The name assigned to an instance when it is created
  • Instance Type
    • The available instance types are Property and Auto
    • This controls the in-product Upload Request helps
  • Xactimate Instance ID
  • Subdomain URL
    • The URL specific to your instance that policyholders and team members log in with
    • Changing this URL breaks all existing invites to policyholders, team members, and Upload Request links
  • Resource ID
    • The ID for your company that allows other companies to add you as a resource
  • IP Restrictions
    • Restricts access of the portal to project representatives logging in on the specified IP addresses

If you need to make changes to any of this information, contact your Account Manager.

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