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How to Create New PDM Users

You control access to a SOLIDWORKS PDM vault by creating user accounts. Each vault maintains its own list of users, which can be unique to that vault or shared with other vaults on the same archive server.  

  

Note: For a PDM user to create new users, they must have the “Can Administrate Users” administrative permission assigned to them or log in as the ‘admin’ (system administrator) user. 

Understanding Login Types

The method used to add user accounts depends on the Archive Server’s login type, which is defined during archive server installation and PDM license type. The PDM login type can be changed.

 

      • SOLIDWORKS PDM Logins 

 

*This guide will cover SOLIDWORKS PDM logins only. 

Creating a New SOLIDWORKS PDM User

  1. Open the SOLIDWORKS PDM Administration Tool
    a. The tool can be found in Windows Start > SOLIDWORKS PDM folder > Administration. 
    b. 
    Log in as Admin or a user with Can Administrate Users permission. 
    c. 
    Navigate to User and Group Management and expand the node. Right-click Users and select New User… 
Creating a New SOLIDWORKS PDM User Step 1
  1. Select or Create the User Account.
    a. 
    If the user already exists on the Archive Server, it will be listed. Check the box next to the name to highlight it, then move on to the next step. 
    b. 
    If the user is not listed, select New SOLIDWORKS PDM User and click Next. 
Creating a New SOLIDWORKS PDM User Step 2
  1. Enter the new user’s login name and click OK. 
Creating a New SOLIDWORKS PDM User Step 3
  1. Add User Details 
    a. 
    Back in the Add Users dialog box, fill in the user’s basic information. Only enter an email address if you are using SMTP email type notifications (PDM Professional only). 
    b. 
    To copy permissions and group memberships from an existing user, select that user from the Copy Permissions and settings from User dropdown. This ensures the new user inherits identical settings. 
    c. 
    Click Next to continue. 
Creating a New SOLIDWORKS PDM User Step 4
  1. Set User Permissions or verify they are set correctly if copied from an existing user. 
Creating a New SOLIDWORKS PDM User Step 5
  1. Click OK to finish creating the user. You should now see the new user listed under the Users node. 
Creating a New SOLIDWORKS PDM User Step 6
  1. If the user is working on a computer that already has a PDM Local Vault View, then they can log in and start accessing files. Otherwise, create a new PDM Local Vault View. 

Technical Support

Get help from our team by Calling us at 800-364-1652. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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