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need different help for different types of users: 

User Type:

  • Principal Investigator/Co PI
  • Designee
  • Data Steward
  • Admin

When writing help for PIs you will need to log in as one.  To login as one in the username field type and then use your normal password.  You will see that you are logged in.  

How to log in

To access DMP editor, go to, click on "Login" in the top right corner. 

    • For DOI users:  Username is your email address and your password is your Active Directory password. 
    • For non-DOI users:  Username is your email address and your password is your myUSGS password.    

Requesting a New DMP user account

If you do not have a user account for the DMP Editor or a USGS email account you can request one like this: 

  • You will be taken to a page like this: 
  • Fill in all of the requested information and you will be sent an email with your new user account information

Forgotten password

  • If you forget your login password, simply click on the "For technical support" green "click here" link below and fill out the form that you will be taken to as shown below.  
  • Submit the form by clicking in the bottom right corner and you will get an email to update your password. 

How to log out

  • To log out when you are finished with your DMP information, click on "Logout" in the top right corner of the page

Viewing your DMPs

    • Log in to the DMP site as shown above
    • Click on "DMP list" to see the DMPs that you have access to 

Sorting Columns

  • From the DMP List you can sort by the ID number, Project Name or any of the other headings along the top of the table by clicking on the heading to sort/unsort
  • This will sort each list alphabetically or numerically


  •  To perform a search, click in the search box and enter a term, title or keyword

How to edit DMPs

Editing a DMP

  • From the DMP List page, click on the Project Name title. 
  • To edit the DMP show page, click Edit. 
  • To delete a DMP, click X Delete
  • To delete a record within the DMP, click on the record located in the "Records" section (as shown above) to open it.
  • Then click on Delete to delete just this record within the DMP

Adding Co-PIs

  • From the DMP Show page, click on edit in the bottom left corner
  • Next, either click on the drop-down arrow or begin typing the name of the Co-PI, to see if they are already in the list 
  • If the Co-PI does not exist in the drop-down list, select + Add New Co-PI 
  • You will be directed to a page that looks like the one below.  If they already have a USGS account the information will automatically populate when you enter their email address.
  • If they do not have a USGS email address, you will need to fill in all of the information and then click on "Create" in the bottom left corner
  • If you need to add more than one Co-PI, click on the +Add New Co-PI as many times as you need to
  • Click "Update" when you are finished to save your additions

  • After you add a Co-PI, you may receive a warning message that the Co-PI does not have a DMP Editor Account or edit permissions as shown below
  • If the Co-PI needs access to the DMP, please request an account or request edit permission by clicking on the blue bar shown below
  • See Instructions on how to do that can also be found at: Grantingpermissiontodesignees below

Granting permission to designees

  • To give a person permission to edit your DMP,  add their email address to the box next to "Edit Permission Also Granted To"
  • If there is more than one person you wish to grant permission to, separate the email addresses with commas, click "Update" to save your additions

  • If the person you wish to add as a designee does not have a USGS email account, you will receive a warning message that the person does not have a DMP Editor Account.  
  • See instructions on how to request an account: RequestingaNewDMPuseraccount
  • Once that person receives their USGS user name and password they will be able to edit your DMP as well

Revoking permission from designees

  • To revoke permission that you have granted for someone to be able to edit your DMP, go to the line in the DMP editor that says "Edit Permission also granted to"
  • need pictures of this, but we don't have any fake DMPs that have any designees approved
  • Click on the person's name that you wish to delete from the group of editors 
  • This will highlight the person's name
  • Finally, click on Delete in the bottom left corner to delete them from your list of designees

Creating a New DMP

  • Log in

  • Click on DMP List

  • Then click on "+New DMP"
  • Enter your project name
  • Click on "Create" on the lower left

Creating a DMP word template

  • To find a DMP template that will make creating your DMP simpler, go to:
  • Click on the word "here" under Data Management Plan Guidance
  • This will open a word file Data Management Plan Template that can be edited, saved to your documents and then uploaded to the DMP editor

Uploading a DMP word template

  • Once you have added all of your information to the DMP and saved it to your desktop or documents, go to the DMP title that you have already saved after following the directions above: CreatingaNewDMP by choosing it from the "DMP List"
  • Then to import your DMP word template, click on "Import records from document"
  • Next click on "Choose File," locate the file you saved and then click on "Import Records" to import it to the DMP Editor  
  • When you do this all of your DMP records will automatically populate to the DMP editor here: 
  • You can update the DMP as needed
  • Whenever a new version of your DMP is saved on the DMP Editor, the version will be listed under the "Download PDF" tab in the upper right corner of the DMP Editor

Adding a New Record

  • To add new records to a DMP that you have created, click on "Add Record"

Choose from the drop-down for "Section" and then click on "Create"

  • Fill in all of the sections that pertain to your DMP 
  • Then click on "Update" to save your information
  • To add more information in the future, follow the instructions for editing an existing record above
  • Each category has a description of what should be entered there under the title

Downloading a DMP PDF

  • To download a PDF of your DMP click on "Download PDF" in the top right corner and a PDF file of your DMP will be downloaded to your computer's download folder
  • As the DMP moves through the different phases of the project life cycle, there will be multiple versions of the DMP available to download.  You can delete these older versions by clicking on the trashcan icon. 
  • add a screen shot of this.
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