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What is federated identity?
Federated Identity gives customers the option to use their own familiar company credentials to sign into CSI software and website instead of using their CSI sign-in credentials. This is sometimes referred to as SSO (Single Sign On). To implement, the company will have to federate their identity platform (IdP) with CSI’s identity platform. Once setup, all contacts with federated email domains will automatically be redirected to their IdP for authentication.

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CSI uses Auth0 as our identity provider.

Is there a fee/charge to federated an IdP with CSI's IdP?

No, there is no charge to federate your IdP with CSI's. 

Is multi-factor authentication (MFA) available?

Once you have federated your IdP with CSI's, your security measures and MFA settings with your IdP will apply when you sign into CSI applications (software and website) as well. 

Can customers who choose to setup federated identity still use the User Management Dashboard (UMD) to bulk import contacts to into the CSI database?
Yes, you can still import your your contacts in bulk using the UMD. When customers authenticate through federated IdP, they will be connected based on the user's email address. 

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Does CSI support SCIM Provisioning to keep a customer's IdP in sync with CSI's database? 
CSI currently does not support SCIM provisioning, but it is on the roadmap for early 2024.  

How to get started?
Please follow the instructions below for the identity provider you have. After completing the steps in the instructions, contact indentity@csiamerica.com to set up a call with CSI to complete the final steps. 

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