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Creating New SOLIDWORKS PDM Users


Before your SOLIDWORKS PDM users can start working in the vault they will need to be set up within SOLIDWORKS PDM first, to do this follow the steps below.

Creating New SOLIDWORKS PDM Users Step-by-Step Guide

  1. Open the “Administration” tool and log in to the vault as “Admin” or a user that has the “Can Administrate Users” Administrative Permission.
    1. You can find this tool by going to a computer that has SOLIDWORKS PDM installed on it and then Start Menu -> “SOLIDWORKS PDM” Folder -> “Administration”.
  2. Navigate and expand the “Users and Groups Management” node.
  3. Right-click the “Users” node and select “New User”.

Right click the User's Node to start creating New PDM Users User’s right-click context menu

  1. In the “Add User” dialog box:
    • If the user account is already listed, check the box, highlight it, and move on to “Step 6”.
      • User accounts are listed if they have already been added to another vault on the same archive server but have not been added to the vault you are managing.
    • or if the user account is not listed, select “New SOLIDWORKS PDM User”.
PDM "Add Users" dialog box

PDM "Add Users" dialog box PDM “Add Users” dialog box

  1. In the “New User” dialog box, enter the user’s login name and click “OK”.
"New User" Dialog box

"New User" Dialog box “New User” Dialog box

  1. Back in the “Add Users” dialog box, type in the user’s details
    • To give this user permissions already assigned to an existing user, use the dropdown list to select the existing user in the “Copy permissions and settings from User:” section and the new user will inherit all permissions and groups that the existing user had.
Fill in the new User's basic information

Fill in the new User's basic information Fill in the new User’s basic information

  1. Click “Next”.
  2. In the user’s “Properties” dialog box, use the nodes to set the permission for how the user can work in SOLIDWORKS PDM
  3. Click “OK” to complete the user creation process, you should now see the user list under the “Users” Node.
"Users" node list of current users

"Users" node list of current users “Users” node list of current users

Now if you already have a vault view set up the new SOLIDWORKS PDM user that has just been created will be able to log in and start working.



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