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Methods for adding Content Manager users

The way Content Manager users get added to the system depends on the way user access has been set up for the Tridion Sites Classic user interface.

Access Management and user provisioning

When using Access Management (the preferred method of user access management) you do not need to manually create user profiles in Content Manager. The user accounts are instead created in the external identity provider (IdP) by an IdP administrator. When a user attempts to log in to Content Manager Explorer for the first time and the IdP authenticates them, Access Management automatically handles the provisioning of the user account in Content Manager (and in Access Management itself).

Deprecated processes for adding users

If using the default Windows authentication or if you have configured authentication using one of the legacy methods, users are added to Content Manager as follows:
Manually adding Windows domain users
If using Windows Domain (Active Directory) authentication without Access Management, you can must users directly through the User Management feature. When adding users, you select existing user accounts from Windows Domain (Active Directory). This is the default if you do not implement Access Management or any other alternative method of authentication.
Provisioning users with SAML
If using a SAML-based external IdP that was configured in the legacy way, that is directly rather than through Access Management, a user provisioning process creates the user accounts. The process is very similar to the provisioning with Access Management.
Importing users from an LDAP server
If using LDAP authentication that was configured directly rather than through Access Management, you must import users from the LDAP-accessible server to the Content Manager. You then need to create mappings between LDAP groups and groups within the Content Manager. The identity of the user is authenticated against the external Directory Service.

Identifying information for a user

In Content Manager, a user is identified by the following profile details:

Name
This is a read-only field that displays the user ID from the external IdP. It may also be prefaced with the name of the IdP, for example: Company IDP\wwalker
Display Name
This field is editable and can contain whatever text you would like to use to identify the user in Content Manager, for example: Wyatt Walker.
This field only affects references to the user within Content Manager clients (such as Template Builder).