A short list of things to have on hand before you begin. Most teams can gather these in a few minutes.
1. An admin account
The first person to create the workspace becomes its admin. You'll want someone who can:
- Make decisions about who gets access and at what role.
- Reach your identity provider admin (or be one), for the SSO step.
- Approve connecting company data sources.
2. Your identity provider (IdP)
StudyBits signs your people in through your existing IdP — for example Okta, Microsoft Entra ID (Azure AD), Google Workspace, or any SAML/OIDC provider. You'll need admin access to it (or a quick assist from whoever does) to approve the connection. This takes ~5 minutes and is a guided, click-through setup.
Don't have IdP admin access yet? You can still finish setup and invite people by email, then connect SSO later from Settings → Single sign-on.
3. The data sources to connect
Decide which company tools the StudyBits Assistant should learn from. Common choices:
- Chat & docs — Slack, Microsoft Teams, Google Drive, SharePoint, Confluence, Notion
- Mail & calendar — Gmail, Outlook
- Engineering — GitHub, Jira
- Sales & support — Salesforce, Zendesk
You'll connect these with least-privilege access, and StudyBits respects each source's existing permissions — people only see what they already have access to. You don't have to connect everything on day one; start with one or two and add more later.
4. Roles in mind
StudyBits ships with four roles. Decide roughly who is who:
| Role | Can do |
|---|---|
| Admin | Everything — settings, identity, connectors, users, billing |
| Manager | Assign learning, view team analytics |
| Author | Create and publish courses |
| Learner | Ask the assistant, take assigned courses, build decks |
You can map these to your IdP groups so they're assigned automatically — see Roles & permissions.