How to Update an Existing Enterprise Security Group in OnePlan

Direct Answer: How to Update an Existing Enterprise Security Group in OnePlan

To update an existing Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, click the Edit icon next to the group you want to update, change the Group Name, License/Package, Group Permissions, or Advanced Permissions as needed, then click Save.

What This Article Covers: Enterprise Security Groups

This article walks through editing an existing Enterprise Security Group, including which fields can be updated and how Group Permissions and Advanced Permissions behave when changed.

What you will accomplish: By the end of this article, you will be able to modify an existing Enterprise Security Group’s name, license, global permissions, and advanced plan-level and navigation permissions.

Before You Begin: Updating an Existing 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.
Confirm the group you want to update already exists. See How to Create a New Enterprise Security Group in OnePlan if it does not.

Why This Matters: Enterprise Security Groups

Keep access current as your organization changes

As your organization evolves, you may need to update security groups to reflect new roles, responsibilities, or access requirements. OnePlan allows you to modify existing groups rather than requiring you to recreate them.

Changes apply to every resource in the group

Because a security group’s permissions apply to every resource assigned to it, updating a group’s Group Permissions or Advanced Permissions changes access for all resources in that group at once.

Step-by-Step: Updating an Existing Enterprise Security Group in OnePlan

Task: Update an Existing Enterprise Security Group

Go to Resource Center, click the … menu, then select Configure > Enterprise Security Groups. [[administration/users-and-resources/How to Update an Existing Enterprise Security Group in OnePlan/attachments/Access Users Settings.png]]
Click the Edit icon next to the group you want to update.
Update the following fields as needed:
- 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 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.
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.
Click Done to return to the main form.
Click Save to save your changes.

Frequently Asked Questions: Enterprise Security Groups

Q: Who is affected when I update an Enterprise Security Group’s permissions?

A: In OnePlan, every resource currently assigned to that group is affected, since permissions are defined at the group level, not per resource.

Q: Can I change a group’s license type after it has been created?

A: In OnePlan, yes. Open the group’s Edit view and update the License/Package field, then click Save. Options are limited to the licenses your organization has purchased.

Q: Where do I go to update an existing Enterprise Security Group?

A: In OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups and click the Edit icon next to the 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 groups further:

Review the full concept:

Enterprise Security Groups in OnePlan - Overview

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