Organizations
Organizational Hierarchy
The Resourcely organizational hiearchy is compromized of Company > Organization(s) > Group(s) > Reviewer(s)
Company
A Company is used to identify your tenant install of Resourcely and may show up for logged-in users within the company in custom modules. A Company is comprised of a variety of Organizations.
Organization
An Organization is used to define different parts of your company, for example, Development and Security can be 2 different organizations within the same company. Each Organization is composed of a variety of Groups.
Group
A Group is a set of stakeholders for guardrails that can be looped in during changes. Groups contain the following fields:
Name
Contact Info (Email)
Organization it belongs to
List of Reviewers
Reviewer
A reviewer is a person who will be set to review a Pull Request (PR). Resourcely automatically assigns a reviewer defined in a group to review an infrastructure resource before it is provisioned.
Team
Each organization can consist of various teams, relevant for functions like RBAC (Role-Based Access Control) or determining notification recipients. For simplicity, your team name can initially mirror the group name. Choose any format that suits your organization, such as "Product", "Sales", etc.
Manage your organizations
Let’s get started with configuring your company's hierarchy within Resourcely. This step entails:
To learn more about the organizational hierarchy within Resourcely, see the Resourcely Terms.
Providing a Company Name
In this section, you must provide your Company name which will be used to identify your tenant installation of Resourcely.
The company name can be changed after onboarding is complete.
Once you've entered the name, press the Save and continue button to proceed.
Defining the Organization(s) within your Company
Now let's define an Organization that is part of your company. An Organization represents a collection of settings within your company. You can see below that the Organization name is set to Default.
You can personalize the Default organization to better represent a segment of your company. Press the Settings button in the Default section to personalize the organization.
You can change the organization name and description and press Continue to proceed.
Note: You only need one organization to start the onboarding process, but you'll have the option to add more in the future.
Defining Group(s) within your Organization(s)
Now let's create a Group within our organizations. You can create a Group by pressing the Add group button. Here you will need to provide the name of your Group (Example: Security, Development, Compliance, etc.)
You can now provide a name and email for your group. The provided email will be sent notifications when reviews are required.
You can press the Add group button to add more groups as needed.
Note: To begin onboarding, only one group is essential. However, you have the flexibility to add more groups later.
Press the Continue button to proceed.
Assigning Reviewer(s) to Group(s)
After the Group has been added, we must add a Reviewer to the group. You can add a reviewer by pressing the Add reviewer button. You must then select a provider (GitHub or GitLab) and type in the Reviewer's username.
If using GitHub as a provider, you must add a GitHub team as a reviewer instead of individual users. For GitLab, you must add the exact username.
Note: Only one reviewer is required to onboard. You can add more later as needed.
Once reviewers have been assigned to a group you can press the Continue button to proceed to creating a Team.
Defining Team(s) within your Organization(s)
Teams are relevant for providing functions like RBAC (Role-Based Access Control) or determining notification recipients.
Teams are currently not being used but will be enabled in the future. For simplicity, set your team name to mirror the group name. You can manage teams after onboarding.
Once you have added a Team, press the Publish button to proceed. You'll be taken back to the organization management page, where you can see the changes made to your organization.
You can create more organizations if needed or press the Save and continue button to proceed to configure Source Code Management integrations.
Note: Only one Organization is required to onboard. You can add more later as needed.
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