How to Assign Resources to Enterprise Security Groups in OnePlan

Direct Answer: How to Assign Resources to Enterprise Security Groups in OnePlan

To assign a named resource to an Enterprise Security Group in OnePlan, go to the Resource Center, make sure the Group column is visible, click into the Group field for that resource, and select the desired security group from the dropdown. Repeat for each resource you need to update. The resource’s access and permissions update immediately based on the group assigned.

What This Article Covers: Enterprise Security Group Assignment

This article explains how to assign named resources to an existing Enterprise Security Group from the Resource Center, including how to surface the Group column if it isn’t already part of your view.

What you will accomplish: By the end of this article, you will be able to assign one or more named resources to an Enterprise Security Group and confirm the assignment took effect.

Before You Begin: Assigning Resources to Enterprise Security Groups

• A OnePlan account with Manage Resources permissions.
• Access to the Resource Center.
• At least one Enterprise Security Group already created. See How to Create a New Enterprise Security Group in OnePlan.

Why This Matters: Enterprise Security Group Assignment

Assignment drives access and licensing

Assigning resources to the correct Enterprise Security Group ensures each user receives the correct permissions and access based on their role. Since license type is also determined by Enterprise Security Group membership, an incorrect assignment can mean a user has the wrong level of access or that your organization consumes the wrong license type for that user.

Step-by-Step: Assigning Resources to Enterprise Security Groups in OnePlan

Task: Add the Group Column to the Resource Center

1. Go to the Resource Center.
2. Click the Columns icon in the toolbar.
3. Search for the Group field.
4. Drag and drop Group into the Selected Columns section.

Task: Assign a Resource to a Security Group

1. In the Resource Center, click into the Group field for the resource you want to update.
2. Select the desired Enterprise Security Group from the dropdown.

3. Repeat for each additional resource that needs a group assignment or change.

Frequently Asked Questions: Enterprise Security Group Assignment

Q: Can I assign a resource to more than one Enterprise Security Group in OnePlan? A: In OnePlan, no. Each named resource belongs to exactly one Enterprise Security Group at a time, set in the Group field in the Resource Center.

Q: What happens if I change a resource’s Enterprise Security Group in OnePlan? A: In OnePlan, changing the Group field immediately updates the resource’s permissions and access to reflect the new group’s configuration, including which license type they consume.

Q: Does assigning a resource to a security group work for generic resources? A: In OnePlan, no. Enterprise Security Groups control system access and apply only to named resources, since generic resources don’t log in to OnePlan.

What to Do Next: Enterprise Security Group Assignment

Manage Enterprise Security Groups: - Enterprise Security Groups in OnePlan - Overview - How to Create a New Enterprise Security Group in OnePlan - How to Set a Default Enterprise Security Group for New Resources in OnePlan

Manage the resource itself: - How to Add Named Resources in OnePlan - How to Bulk Edit Resources in OnePlan