Enterprise Security Groups - Create a New Enterprise Security Group

This article explains how to create a new Enterprise Security Group in OnePlan to manage user access and permissions.

What you will accomplish
By the end of this article, you will be able to create a new security group and configure its permissions.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• Access to the Enterprise Security Groups configuration area

Background

Creating custom security groups allows you to tailor access and permissions for different user roles in your organization. Each group can be assigned specific licenses, global permissions, and plan-level access.

Instructions

1. Go to Settings > Users > Enterprise Security Groups.
2. Click Create Group to open the Add New Group form.
3. Complete the form:
   • Group Name: Enter a name for the group.
   • License/Package: Choose the license type users in this group will consume. Options here will depend on the OnePlan licenses purchased. Contact your OnePlan representative with any questions regarding the licensing for your specific OnePlan group.
   • Group Permissions: Select global permissions that resources in the security group will be granted. Options here include:
     • Administrator: Grants access to the configuration area in OnePlan.
     • Edit All Plans: Allows users to edit all plans in the system.
     • View All Plans: Allows users to view (read-only) all plans in the system.
     • Manage Data: Allows users to create and manage global views, templates, task notifications, and other shared data.
     • Manage Resources: Allows users to create and update resources in the Resource Center, and view/manage data for all resources.

Note
The Administrator permission does not give users full access to OnePlan content. You also need to apply other permissions in this list for the users to access all plans, resources, and data in the group.

4. . Click Advanced Permissions to configure:
   • Plan Permissions: Define what users in the security group can do at the plan level. Options include:
     • Add Plan: Allows users to create new plans in OnePlan.
     • Delete Plan: Allows users to permanently delete plans.
     • Archive Plan: Allows users to archive plans that are no longer active but should be retained for reference.
   • Hide Left Navigation: Lets you hide global modules (icons in the left navigation bar, such as apps) from users in this group. Any modules you select will be hidden; unselected ones will remain visible.
   • Hide Plan Navigation: Lets you hide plan-specific modules (like views and icons at the top of a plan) from users in this group. Selected items will be hidden; unselected ones will remain visible.
   • Hide Areas: Lets you hide custom areas (admin-configured icons in the left navigation) from users in this group. Selected areas will be hidden; unselected ones will remain visible.

Note
Advanced Permissions are only available for security groups using Enterprise licenses.

5. Click Done to return to the main form.
6. Click Create to save the new group.

Next Steps

• Update Existing Enterprise Security Groups
• Set a Default Enterprise Security Group for New Resources
• Assign Resources to Enterprise Security Groups