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You can sign out ofthe software by clicking your name at the top right corner of the program and selecting the Sign Out option. Once signed out, the Sign-in window will appear, allowing the option to sign in with new credentials. If credentials are not entered, the program will terminate. 

Advanced Features

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ADVANCED FEATURES

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. 

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If your firm is interested in federating its identity platform with CSI’s, please email us at identity@csiamerica.com for more information.  

Cloud Sign-In License Groups 

CSI offers the option for users to create user-defined License Groups for their Cloud Sign-in Licenses. A license group is defined by a set of Cloud Sign-In software licenses and a list of users who have access to those specific licenses. This can allow customers flexibility and control over their licenses by limiting license access by user. 

For information on creating and managing Cloud Sign-In license groups, please visit our wiki page: Cloud Sign-In License Groups   

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. 

Check-in License

A checked out license can be checked back in prior to the checkout period expiring, which will make it available to other users again. A license can be checked back in from the License Information form, accessed from the Help > License Information menu option from within the program. If the license check-in is successful, the License Information form will refresh to show the option to check out the license again.

Remotely Terminate a License in Use 

A Customer Account Administrator, and users with the given permission, can remotely terminate a license on a user’s machine through the CSI Customer Center from the Cloud Licensing Tools > License Monitor menu. Once terminated, the software will close on the user’s machine. 

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. 

Network Connectivity Requirements 

If your firm has network connectivity restrictions, please whitelist the following urls: 

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