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PMDirect Users

The only user role in PMDirect is Administrator. All users added to PMDirect will have the same amount of access. The only users that need to be added to PMDirect are those that will be creating new Preventive Maintenance schedules or editing existing ones. *Note: Users who will only be performing the PM work do not need access to PMDirect as they will be able to access their PM work orders directly from MaintenanceDirect.

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How to Add Users

  • Click on the Account Settings tab.
  • Click on the PM Users link.
  • Click the + Add User link above the right side of your user list.

 

 

  • If you have users in other Dude Solutions applications, you will be directed to a Registered Users page. The Registered Users drop down list will show all users in other Dude Solutions applications that are not users in PMDirect. If the person you wish to add is in that list, select their name and click Add This User. *Note: Always check the Registered User list before adding a new user.
  • If the person is not in the list, click the New User button.

Adding Registered Users

After clicking the Add This User button:

  • Select the user role of PMDirect Administrator.
  • Check the box if you want this user to be the Comptroller for the account. There can only be one Comptroller for the application.
  • On the PMD Participant Information screen, the user's login name, password, and contact information will automatically be pulled over from the information in their other Dude Solutions account.
  • The rest of the fields on this page are not required and can be added at any time.
  • Click Next Step to save and the user will be added.

Adding New Users

  • Click the New User button.
  • Select the user role of PMDirect Administrator.
  • Check the box if you want this user to be the Comptroller for the account. There can only be one Comptroller for the application.
  • On the PMD Participant Information screen, you will need to enter a Login Name, Password, First and Last Name, and Email Address for the user account.

 

 

  • Click Next Step to save and the user will be added to PMDirect.

 

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