Enterprise Security Groups - Assign Resources to Enterprise Security Groups

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This article explains how to assign named resources to Enterprise Security Groups in OnePlan using the Resource Center.

What you will accomplish
By the end of this article, you will be able to assign users to security groups and apply group permissions.


Requirements

Before you begin, make sure you have:

  • A OnePlan account with Administrator permissions
  • Access to the Resource Center
  • At least one Enterprise Security Group created

Background

Assigning resources to security groups ensures that users receive the correct permissions and access based on their role. This is a key step in enforcing security and governance in OnePlan.


Instructions

  1. Go to the Resource Center in the OnePlan front end.
  2. Ensure the Group field is visible:
    • Click the Columns icon in the toolbar.
    • Search for the Group field.
    • Drag and drop it into the Selected Columns section.

Add Group to Resource Center.png

  1. For each resource:
    • Click into the Group field.
    • Select the desired security group from the dropdown.

Assign Group to Resources.png

  1. Repeat for all applicable resources.

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