✨Advanced Setup

Integrating Resourcely into your organization

Use this guide to set up Resourcely if you have your own CI pipeline with an existing Terraform runner. If you just want to get started with Resourcely, use the Quickstart.

Now that you have met all the prerequisites, we can begin onboarding. Resourcely has built-in onboarding steps to make it easy for you to get started. In this section, we will cover the onboarding process which includes:

• Company Information (Adding your company and setting up the organizational hierarchy)

• Change Management (Integrating a Source Control Management (SCM) platform)

• Generate API Token (Generate a token for use in CI/CD)

• CI/CD & Terraform Runners (Setting up the Resourcely CI/CD Job)

---

You must have a Resourcely Admin role to begin onboarding.