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For information on creating and managing Cloud Sign-In license groups, please visit our wiki page: Cloud Sign-In License Groups
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Federate Identity
Customers to have the option to use their own familiar company credentials to sign into CSI software instead of using their CSI sign-in credentials. To implement, the company will have to federate their identity platform with CSI’s identity platform. Users with federated sign-ins will have received notification (by their company or CSI) to use their company credentials to sign in.
CSI supports federation with the following identity platforms/standards: Microsoft Active Directory (Azure Active Directory, Active Directory, ADFS, AD/LDAP), Google Workspace, OpenID Connect, Okta, PingFederate, and SAML.
If your firm is interested in federating its identity platform with CSI’s, please email us at identity@csiamerica.com for more information.
Check-out License
A license may be checked out for a period of time, for offline use.This license will not be accessible to any other user until the check-out period expires or the license is checked in. A license can be checked out from the Help > License Informationmenu option from within the program, at the bottom of the form. If the license checkout is successful, the License Information window will now show the option to check the license back in.
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A user can terminate their own session if necessary, through the same menu option in the CSI Customer Center. The permission to terminate someone else session can be given through a User Role in the User Management Dashboard, which can be assigned to a user by their Customer Account Administrator in the CSI Customer Center.
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Federated Identity
Customers to have the option to use their own familiar company credentials to sign into CSI software instead of using their CSI sign-in credentials. To implement, the company will have to federate their identity platform with CSI’s identity platform. Users with federated sign-ins will have received notification (by their company or CSI) to use their company credentials to sign in.
CSI supports federation with the following identity platforms/standards: Microsoft Active Directory (Azure Active Directory, Active Directory, ADFS, AD/LDAP), Google Workspace, OpenID Connect, Okta, PingFederate, and SAML.
If your firm is interested in federating its identity platform with CSI’s, please email us at identity@csiamerica.com for more information.
Network Connectivity Requirements
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