Creating User Accounts for the Enterprise PDM Login Type

If the archive server is set up to use Enterprise PDM login, the archive server that hosts the vault manages the user names and passwords.

1. Right-click Users and select New User.
2. In the Add User dialog box:
   • If the user account is listed, select it.

     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.

   • If the user account is not listed, click New User.
3. In the New User dialog box, enter the user's login name and click OK.
4. In the Add Users dialog box, type the user's:
   1. Full name
   2. Initials
   3. Email address

      Leave this field blank if you want notifications to the user to be sent using the built-in notification system.

      Type an email address if the mail system is set up to use SMTP.

   4. Password and password confirmation
   5. Additional information about the user
5. To add accounts for other listed users, select them.

   To edit the login information for a selected user, click the user's login name.

6. To give all of the selected users permissions that have already been assigned to an existing user, select the existing user in the Copy permissions and settings from: list.
7. Click Next.
8. In the user account's Properties dialog box, use the tabs to specify how the user can work in Enterprise PDM:

   General	Assign permissions to use administrative tools. Add users to groups.
   Permissions per Folder	Assign permission for actions on files in individual folders.
   Assigned Folder Permissions	View and change permissions for selected folders.
   State Permissions	Assign permissions for actions on files based on their states. You can also assign these permissions using the workflow editor. See Setting State Access Rights.
   Transition Permissions	Assign permissions for actions based on workflow transitions. You can also assign these permissions using the workflow editor. See Setting Transition Rights.
   Warnings	Specify warnings that will block actions such as checking files in and out and changing the state of a file.
   Permissions per file	Control access to files created by the user.