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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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To start the process, you will need to do the following as stated in this document under, Set up your App in the OpenId Connect Identity Provider: https://auth0.com/docs/authenticate/identity-providers/enterprise-identity-providers/oidc#set-up-your-app-in-the-openid-connect-identity-provider

You will need the following Callback URL: https://identity.csiamerica.com/login/callback

• For users with Okta:

To start the process, you will need to do the following as stated in this document under Create Okta OIDC App Integration: https://auth0.com/docs/authenticate/identity-providers/enterprise-identity-providers/okta#create-okta-oidc-app-integration

1. Set up an Okta OIDC app integration
2. Select OIDC as the Sign-in method.
3. Select Web application as the Application type, and set the following parameters:
   1. Name of your application
   2. Sign-in Redirects URI: https://identity.csiamerica.com/login/callback
   3. Trusted Origins: https://identity.csiamerica.com
4. Record the Client ID and Client Secret that Okta generates for your app integration.

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