Policyholder Preferences

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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?

Team member: What if I forget my account password?

Team member: What if I can't log in?

Team member: How do I update my personal information?

Team member: How do I change my account password?

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?

Team member: What is the Project Library?

Team member: How do I search for a project in my Project Library?

Team member: How do I filter projects in my Project Library?

Team member: How do I reset my Project Library view?

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?

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?

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?

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?

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?

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: 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?

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?

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?

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?

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?

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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?

Team member: How do I know when a policyholder changes their personal preferences?

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Xactware end-user license agreement (EULA)

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Xactware Information Security frequently asked questions (FAQ)

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?

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?

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?

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?

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?

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?

Policyholder: How do I see my project team?

Policyholder: How do I find team members’ contact information?

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?

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?

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?

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

Xactware end-user license agreement (EULA)

Privacy notice

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Xactware Information Security Frequently Asked Questions

Administrator: What is accessibility?

Administrator: OneXperience accessibility statement

Administrator: How do I scan forms to see if they are accessible?

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?

Administrator: Instance Information

Administrator: I didn’t change the status of my project. Why is it inactive?

Administrator: What is a reactivation fee?

Administrator: What kinds of activity will reactivate an instance?

Administrator: Am I billed for inactive instances?

Administrator: How do I reactivate a project?

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?

Administrator: How do I hide the shared calendar feature?

Administrator: How do I prevent project participants from sending messages through OneXperience?

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?

Administrator: How to I prevent policyholders from being invited to a OneXperience project?

Administrator: What options can I make available to policyholders and team members?

Administrator: How do I hide the Policyholder Preferences feature?

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®?

Administrator: Aerial Imagery reports

Administrator: Enable Roof Age reports

Administrator: FireLine reports

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?

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?

Administrator: Enable SFTP export

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?

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?

Administrator: Project email

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?

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?

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?

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?

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

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?

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?

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

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 help articles

Troubleshooting Video Collaboration Live Call Issues

All Products > OneXperience Team Member > Policyholder Preferences

1 article

Team member: How do I know when a policyholder changes their personal preferences?

Team members receive notifications when policyholders update their claim preferences. The changes are documented in a PDF, which is saved in the primary contact's Files tab.

Updated 2 years ago by Jennifer B.

Policyholder Preferences

Team member: How do I know when a policyholder changes their personal preferences?

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