How to Set a Default Enterprise Security Group for New Resources in OnePlan

Direct Answer: How to Set a Default Enterprise Security Group for New Resources in OnePlan

To set a default Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, locate the group you want to use as the default, and check the Default check box next to that group’s name. Any new named resource created afterward is automatically assigned to that group, though you can change the assigned group for a resource at any time from the Resource Center.

What This Article Covers: Enterprise Security Groups

This article explains how to designate one Enterprise Security Group as the default so it is automatically applied to newly created named resources.

What you will accomplish: By the end of this article, you will be able to configure a default Enterprise Security Group so new named resources receive consistent baseline permissions when they are created.

Before You Begin: Setting a Default 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 at least one Enterprise Security Group already exists. See How to Create a New Enterprise Security Group in OnePlan if you need to create one first.

Why This Matters: Enterprise Security Groups

Consistent baseline access for new resources

Setting a default security group ensures that new named resources are automatically assigned appropriate permissions when created, rather than being left without a group assignment. This helps maintain consistent access control across your organization as new people are added.

Defaults are a starting point, not a lock-in

The default group only determines the initial assignment for newly created resources. Administrators can change the assigned group for any resource later using the Resource Center, so the default does not restrict how access evolves over time.

Step-by-Step: Setting a Default Enterprise Security Group in OnePlan

Task: Set a Default Enterprise Security Group for New Resources

1. Go to Resource Center, click the … menu, then select Configure > Enterprise Security Groups. [[administration/users-and-resources/How to Set a Default Enterprise Security Group for New Resources in OnePlan/attachments/Access Users Settings.png]]

2. Locate the security group you want to set as the default.

3. Check the Default check box next to the group name.

   [!NOTE] You can change the assigned group for any resource later using the Resource Center. See How to Assign Resources to Enterprise Security Groups in OnePlan.

Frequently Asked Questions: Enterprise Security Groups

Q: What happens to resources that already exist when I set a new default group?

A: In OnePlan, the default group setting only applies to new named resources created after the default is set. It does not change the group assignment of existing resources.

Q: Can I change a resource’s group after it was created with the default?

A: In OnePlan, yes. You can change the assigned Enterprise Security Group for any resource at any time from the Resource Center. See How to Assign Resources to Enterprise Security Groups in OnePlan.

Q: Where do I go to set a default Enterprise Security Group?

A: In OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, locate the group you want to use, and check the Default check box next to it. 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:

• How to Create a New Enterprise Security Group in OnePlan
• How to Update an Existing Enterprise Security Group in OnePlan
• How to Assign Resources to Enterprise Security Groups in OnePlan

Review the full concept:

• Enterprise Security Groups in OnePlan - Overview