BluePLM Docs

Appearance

User Setup ​

This guide is for team members joining an existing BluePLM organization.

What You Need ​

  • BluePLM installed on your computer
  • An Organization Code (from invite email or your admin)

Step 1: Get the Organization Code ​

You'll receive the Organization Code in one of two ways:

If You Received an Invite Email ​

Your admin sent you an invite email containing:

  • The Organization Code (copy it from the email)
  • A link to download BluePLM
  • Setup instructions

Just copy the code from the email and continue to Step 2.

If You Need the Code from Your Admin ​

Ask your admin for the Organization Code. It looks like:

PDM-XXXX-XXXX-XXXX...

This code contains the connection info for your organization's Supabase backend.

Step 2: Enter the Code ​

  1. Open BluePLM
  2. Complete the language/analytics setup if this is your first launch
  3. On the Setup screen, click "I have an Organization Code"
  4. Paste the code your admin provided
  5. Click Connect

Step 3: Sign In ​

Choose how to sign in:

Team Member ​

Click Team Member to sign in as a regular user:

  • Google (recommended) - fastest option
  • Email - enter email and password
  • Phone - receive an SMS verification code

Supplier ​

If you're a supplier/vendor accessing the supplier portal:

  • Email or phone authentication only
  • Your access is limited to supplier-specific features

Step 4: Connect to a Vault ​

After signing in, you'll see the Welcome screen showing available vaults.

  1. Click Connect next to a vault
  2. BluePLM creates a local folder for the vault (e.g., C:\BluePLM\vault-name)
  3. Files sync between this folder and the cloud

Vault Location

  • Windows: C:\BluePLM\vault-name
  • macOS: ~/Documents/BluePLM/vault-name
  • Linux: ~/BluePLM/vault-name

Working Offline ​

Can't connect right now? Click Work Offline on the sign-in screen.

In offline mode you can:

  • Browse and edit local files
  • Changes won't sync until you're back online

Troubleshooting ​

"Invalid Organization Code" ​

  • Make sure you copied the entire code
  • Ask your admin to regenerate the code if needed

"Sign in failed" ​

  • Check your internet connection
  • Try a different sign-in method
  • Contact your admin if your account isn't set up

Can't see any vaults ​

  • Your admin needs to grant you vault access
  • Go to Settings → Members & Teams (admin only)

Next Steps ​