Setup Checklist
Follow this checklist to ensure all necessary items, people, and resources are on-hand and to configure your Glean environment
SSO Administrator & Information
You will need an administrator of your Single Sign-On (SSO) provider (e.g. Entra ID, Okta, Jumpcloud, Google Workspace, etc) on-hand to configure SSO for Glean.
People Data Source
If you are using SAML for SSO instead of OIDC, you will need to identify a datasource that your corporate directory can be synchronized from. Glean has separate connectors for Entra ID/Azure and Okta available, as well as connectors for common HR apps like Workday BambooHR.
If you are uncertain about this requirement, please contact your Glean account team.
Data source Administrators
You will need an administrator for each data source or cloud-app you wish to connect to Glean (e.g., M365, Atlassian, Slack, GitHub).
These administrators will either authorize the installation of the Glean app within their respective data source or create a scoped API token for Glean’s use.
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