IPTalonsCertified Secure Researcher™
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Tools & Integrations  /  01

Single sign-on,
institutional.

A technical guide for campus identity teams integrating Certified Secure Researcher with an institutional identity provider — SAML 2.0, Shibboleth, InCommon, Entra ID, or OpenID Connect — via WorkOS.

Audience
IdP admins
Protocols
SAML 2.0, OIDC
Last reviewed
Aug 2026

At a glance

Identity broker
WorkOS — SOC 2 Type II and ISO 27001 certified.
Protocols
SAML 2.0 and OpenID Connect (OIDC).
Identity providers
Microsoft Entra ID (Azure AD), Okta, Google Workspace, OneLogin, PingFederate, ADFS, Shibboleth / InCommon, JumpCloud, and any generic SAML 2.0 or OIDC provider.
Integration time
One to two business weeks, with the critical path almost always on the institutional IdP side.
Cost
Included with institutional licenses. No additional SSO fee.
Data flow
Authentication only. CSR does not receive or store credentials; your IdP returns a signed assertion about the user.

How CSR uses WorkOS

Certified Secure Researcher uses WorkOS as its identity broker for institutional single sign-on. WorkOS maintains a per-institution Connection that terminates the SAML or OIDC handshake and presents a normalized user profile to CSR.

Relying party
The Service Provider your IdP configures against is WorkOS, not CSR directly. This is the same integration pattern used by thousands of SaaS applications and is well-understood by campus IT teams.
Isolation
Your IdP metadata is registered inside a WorkOS Organization created specifically for your institution. No other customer shares your connection, ACS URL, or certificates.
Credential handling
CSR never sees the user's password and has no ability to reset, rotate, or enumerate institutional credentials.
Session
When a user signs in, WorkOS validates the signed IdP assertion, then issues CSR a short-lived authentication profile containing the attributes mapped in section 05.

Integration workflow

  1. Kick-off

    Your identity administrator submits the connection request form at the bottom of this page — institution legal name, email domain(s), preferred protocol, and primary IdP admin contacts. That kicks off our side. Prefer email? support@certifiedsecureresearcher.com.

  2. CSR creates your Organization

    We provision a dedicated WorkOS Organization and a staging Connection, and reply within two business days with an onboarding packet containing your connection-specific Service Provider metadata.

  3. Your IdP team configures the SP

    Using the SP metadata we provide, your identity team creates a new application or relying-party trust on the IdP side. Entra ID, Okta, Shibboleth, and ADFS all accept SP metadata XML directly, which is the fastest path.

  4. You return IdP metadata

    Send us your IdP metadata XML, or the equivalent values: IdP entity ID and SSO endpoint URL and X.509 signing certificate. For OIDC, send the discovery URL, client ID, and client secret through a secure channel — we can provide a one-time-use upload link.

  5. Attribute mapping and round-trip test

    We wire up attribute mapping (section 05) and run an end-to-end authentication test against your staging Connection using one or two institutional test accounts you provide — ideally one research-staff account and one administrator.

  6. Promote to production

    Once staging passes, we promote the Connection to production and pin your institutional domain(s) so any user signing in with an email at those domains is routed to your IdP automatically. We send confirmation with the production sign-in URL your users should bookmark.

What each side provides

CSR → Institution

  • Connection-specific Assertion Consumer Service (ACS) URL
  • Connection-specific SP entity ID and audience
  • SP metadata XML for direct upload to your IdP
  • For OIDC: redirect URI and WorkOS OIDC discovery reference
  • Sample attribute statement for your attribute-release policy
  • Staging sign-in URL for testing before go-live

Institution → CSR

  • Legal institution name and email domain(s) that should route to your IdP
  • Protocol choice. SAML is typical for higher-ed; Shibboleth and InCommon federations are fully supported.
  • IdP metadata XML, or IdP entity ID, SSO URL, and X.509 signing certificate
  • Attribute release policy honoring the mapping in section 05
  • One or two test accounts for the round-trip staging test
  • Primary and backup IdP administrator contacts

Attribute mapping

CSR requires the following attributes on every successful assertion. Institutions using Shibboleth or InCommon will recognize the eduPerson equivalents; either form is accepted.

CSR attributeRequiredTypical IdP source
emailYesmail / email / urn:oid:0.9.2342.19200300.100.1.3
first_nameYesgivenName / urn:oid:2.5.4.42
last_nameYessn / surname / urn:oid:2.5.4.4
external_idRecommendededuPersonPrincipalName / NetID / sub
groupsOptionalmemberOf / groups / isMemberOf

NameID format: emailAddress is recommended. Transient or persistent NameIDs are supported if your institution requires them, provided email is released as a separate attribute.

Security expectations

Signed assertions
SAML responses must be signed by your IdP signing certificate.
Encrypted assertions
Supported if your policy requires it; we publish an SP encryption certificate as part of metadata.
Per-connection isolation
Your ACS URL, entity ID, and certificates are unique to your institution. There is no shared endpoint across customers.
Transport
TLS 1.2+ only. Legacy TLS and plaintext bindings are rejected.
Session behavior
CSR honors the IdP session length. Users are not kept signed in beyond the IdP's configured timeout. Single Logout (SLO) is supported on request.
Provisioning
New users are created just-in-time on first successful sign-in using the released attributes. SCIM-based lifecycle sync is available for institutions that require it.

Timing

Most institutions complete the integration in one to two weeks. The critical-path dependency is almost always the IdP ticket queue on your side; once we have received your IdP metadata, CSR typically finishes wiring and testing within one business day.

If your institution is preparing for a specific start-of-term or program kickoff, let us know at the beginning of the conversation. We can fast-track the staging Connection and pin a specific go-live date.

Start your integration

IT administrators can use this form to open an SSO staging connection for their institution. We’ll reply within two business days with your Service Provider metadata packet and a staging sign-in URL for round-trip testing.

A  /  Your institution

We use this to provision a dedicated WorkOS Organization and pin your domains for sign-in routing.

B  /  Identity provider

Pick the platform your IdP team runs today. If you’re not sure, choose “Not sure yet” and we’ll figure it out together.

C  /  Primary IdP admin contact

This is who receives the Service Provider metadata packet and runs the integration on your side.

D  /  Backup IdP admin (encouraged)

In case the primary admin is out during the integration window.

E  /  CSR sponsor at your institution

The person on your campus who asked you to set up this integration — typically a research security officer or research-computing contact.

F  /  Timing & notes

Optional — helps us schedule around program kickoffs and flag anything unusual.

G  /  Have IdP metadata ready? (optional)

Send it now to fast-track, or wait until we send you our SP metadata packet and reply with these then. Your IdP must still approve the Service Provider we register.

We’ll reply within two business days to both the primary admin and the CSR sponsor.

09  /  Support

Questions,
or stuck?

For metadata exchange, integration questions, or a walk-through call with your IdP administrator, email support@certifiedsecureresearcher.com. We’ll propose times and include the engineer who will actually run the integration on our side.