How to Create a New Enterprise Security Group in OnePlan

Direct Answer: How to Create a New Enterprise Security Group in OnePlan

To create a new Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, click Create Group, then complete the Group Name, License/Package, and Group Permissions fields on the Add New Group form. Optionally, click Advanced Permissions to configure plan-level permissions and navigation visibility, then click Create to save the new group.

What This Article Covers: Enterprise Security Groups

This article walks through creating a new Enterprise Security Group, including the basic group settings, the available Group Permissions, and the Advanced Permissions available to Enterprise-licensed groups.

What you will accomplish: By the end of this article, you will be able to create a new Enterprise Security Group and configure its licensing, global permissions, and advanced plan-level and navigation permissions.

Before You Begin: Creating a New Enterprise Security Group

Confirm you have Owner or Administrator permissions in OnePlan — this is required to access Configure > Enterprise Security Groups in the Resource Center.
Know which OnePlan licenses your organization has purchased, since License/Package options depend on this. Contact your OnePlan representative with licensing questions.
Review Enterprise Security Groups in OnePlan - Overview if you are not familiar with what Enterprise Security Groups control.

Why This Matters: Enterprise Security Groups

Tailored access by role

Creating custom security groups lets you tailor access and permissions to different user roles in your organization instead of relying only on the default groups. Each group can be assigned a specific license, a set of global permissions, and plan-level access.

Layered permissions

Group permissions and advanced permissions work together: Group Permissions set the resource’s global capabilities in OnePlan, while Advanced Permissions further refine what the resource can do at the plan level and which navigation elements are visible to them.

Step-by-Step: Creating a New Enterprise Security Group in OnePlan

Task: Create a New Enterprise Security Group

Go to Resource Center, click the … menu, then select Configure > Enterprise Security Groups. [[administration/users-and-resources/How to Create a New Enterprise Security Group in OnePlan/attachments/Access Users Settings.png]]
Click Create Group to open the Add New Group form.
Complete the form:
- Group Name — Enter a name for the group.
- License/Package — Choose the license type users in this group will consume. Options 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 include:
  - Administrator — Grants access to the OnePlan site configuration pages.
  - 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, automations, 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.
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, installed via OnePlan Apps, see Available Apps in OnePlan) 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.
Click Done to return to the main form.
Click Create to save the new group.

Frequently Asked Questions: Enterprise Security Groups

Q: Does the Administrator permission give a user full access to OnePlan?

A: In OnePlan, no. The Administrator permission only grants access to the configuration area. You must also apply the other Group Permissions (such as View All Plans or Edit All Plans) for the user to access all plans, resources, and data in the group.

Q: Why don’t I see the Advanced Permissions options for a group?

A: In OnePlan, Advanced Permissions are only available for security groups using Enterprise licenses. If your group uses a different license type, this section will not be available.

Q: Where do I go to create a new Enterprise Security Group?

A: In OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups and click Create Group. Note that as of the August 26 release, this configuration moved from the Admin area to this front-end access point; the settings themselves did not change.

What to Do Next: Enterprise Security Groups

Manage the group further:

Review the full concept:

Enterprise Security Groups in OnePlan - Overview

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