Follow this checklist to ensure all necessary items, people, and resources are on-hand and to configure your Glean environment
1
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.
2
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.
3
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.