Setting Up Groups and Teams

Adding your company and setting up the organizational hierarchy

Let’s get started with configuring your company's hierarchy within Resourcely. This step entails:

• Providing a Company name

• Defining the Organization(s) within your Company

• Defining the Groups within your Organization(s)

• Assigning Reviewers to Group(s)

• Defining Team(s) within your Organization(s)

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.

Add Company Name

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.

Default Organization

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.

Configuring an 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.)

Configuring Groups

You can now provide a name and email for your group. The provided email will be sent notifications when reviews are required.

Adding a new Security Group

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.

Adding Source Control Reviewers

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.

Setting up Teams

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.

Organization overview

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.