Follow these steps to go from creating an account to having full access to the SavantPDM Portal.
New to SavantPDM? This guide walks you through every step from signing up to accessing the PDM Portal.
Go to the Login page and click the Create Account tab to create a new account. Enter your name, email address, and password. A verification email will be sent — click the link in that email to activate your account before logging in.
After logging in, go to the Account page. Click Create Workspace to set up your company workspace. Give it a name and complete the workspace details.
On the Account page, your new workspace will appear. Click Open (or the workspace name) to link into it and open the Workspace Info page.
Inside the Workspace Info page, find the Subscription Details box. Choose a subscription tier and click to sign up — a free trial is included so you can get started immediately. Add-on users can also be purchased from that same Subscription Details box once a tier is active.
Also inside the Workspace Info page, use the Invite Users section to invite team members by email. They will receive an invitation link to join your workspace.
Once your subscription tier is activated, your Access Status on the Account page will show . A PDM Portal link will appear in the navigation bar — click it to open the SavantPDM Portal and get started.
If you were invited to join an existing workspace by another user, you can skip steps 2–4. Just create your account (step 1), accept the invitation link from the email, and you will be linked to their workspace automatically.
Need more help? See New Account Creation for detailed account and user management guidance, or visit our Contact page to reach support.