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improvements: refactor project templates, filter policies by project type, project type specific roles

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This commit is contained in:
Scott Wilson
2025-05-06 11:26:09 -07:00
parent d530604b51
commit 4562f57b54
80 changed files with 1396 additions and 634 deletions
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3
docs/documentation/platform/project-templates.mdx
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@@ -33,7 +33,7 @@ In the following steps, we'll explore how to set up a project template.
<Tab title="Infisical UI">
<Steps>
<Step title="Creating a Project Template">
Navigate to the Project Templates tab on the Organization Settings page and tap on the **Add Template** button.
Navigate to the Project Templates tab on the Feature Settings page for the project type you want to create a template for and tap on the **Add Template** button.
![project template add button](/images/platform/project-templates/project-template-add-button.png)
Specify your template details. Here's some guidance on each field:
@@ -67,6 +67,7 @@ In the following steps, we'll explore how to set up a project template.
--header 'Content-Type: application/json' \
--data '{
"name": "my-project-template",
"type": "secret-manager",
"description": "...",
"environments": "[...]",
"roles": "[...]",

14
docs/documentation/platform/ssh/overview.mdx
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@@ -31,16 +31,9 @@ we will register a remote host with Infisical through a [machine identity](/docu
<Steps>
<Step title="Create an Infisical SSH project">
1.1. Start by creating a new Infisical SSH project in Infisical.
Start by creating a new Infisical SSH project in Infisical.
![ssh project create](/images/platform/ssh/v2/ssh-create-project.png)
1.2. Create a custom role in the project under Access Control > Project Roles to grant the machine identity that we will create in step 2 the ability to **Create** and **Issue Host Certificates** on the **SSH Host** resource; this will enable the linked machine identity to bootstrap a remote host with Infisical
and establish the necessary configuration on it.
![ssh custom role bootstrap 1](/images/platform/ssh/v2/ssh-add-bootstrap-role-1.png)
![ssh custom role bootstrap 2](/images/platform/ssh/v2/ssh-add-bootstrap-role-2.png)
</Step>
<Step title="Create a machine identity for bootstrapping Infisical SSH">
2.1. Follow the instructions [here](/documentation/platform/identities/universal-auth) to configure a [machine identity](/documentation/platform/identities/machine-identities) in Infisical with Universal Auth.
@@ -52,7 +45,10 @@ we will register a remote host with Infisical through a [machine identity](/docu
You may use other authentication methods as suitable (e.g. [AWS Auth](/documentation/platform/identities/aws-auth), [Azure Auth](/documentation/platform/identities/azure-auth), [GCP Auth](/documentation/platform/identities/gcp-auth), etc.) as part of the machine identity configuration but, to keep this example simple, we will be using Universal Auth.
</Note>
2.2. Add the machine identity to the Infisical SSH project you created in the previous step and assign it the custom role you created in step 1.2.
2.2. Add the machine identity to the Infisical SSH project you created in the previous step and assign it the **SSH Host Bootstrapper** role.
This role grants the ability to **Create** and **Issue Host Certificates** on the **SSH Host** resource; this will enable the linked machine identity to bootstrap a remote host with Infisical
and establish the necessary configuration on it.
![ssh add identity to project](/images/platform/ssh/v2/ssh-add-identity-to-project.png)