How to Hide an Area from a Group in OnePlan

Direct Answer: How to Hide an Area from a Group in OnePlan

To hide an Area from a group in OnePlan, select Setup in the left navigation, select the Edit icon for the Area, and open the General tab. Select the Enterprise Security Group in Hidden From, select Save, and then select Done. You can also hide Areas from the group’s side with the Hide Areas permission in the Enterprise Security Group ADVANCED PERMISSIONS. Both are the same setting, so a change in either place is reflected in the other.

What This Article Covers: Hiding an Area

This article explains the two places you can hide an Area from, when to start from each, and how to confirm the change.

What you will accomplish You will hide an Area from the groups that do not need it, so their left navigation shows only what is relevant.

Before You Begin: Hiding an Area

You need access to Setup in the left navigation and to the Enterprise Security Groups in the Resource Center.
Confirm your own account is not in a group you are about to hide the Area from, so you do not lock yourself out.
Know which Enterprise Security Groups the affected users belong to. See Configure and Manage Enterprise Security Groups.

Why This Matters: Hiding an Area

Context: Two Places, One Setting

OnePlan lets you hide an Area from two places, and they start from different directions:

Hidden From on the Area starts from the Area. Use it when the question is about one Area, for example hiding an Area used only by a program office from a group that has no need for it.
Hide Areas on the Enterprise Security Group starts from the people. Use it when the question is about everything a group sees, for example reducing clutter in the left navigation for executives.

These are the same setting. If you hide an Area from an Enterprise Security Group in the Area, that change is reflected in the Enterprise Security Group settings, and the reverse is also true. You do not need to set it in both places.

Hiding an Area changes only what appears in the left navigation. It does not delete the Area or its data.

Note: Users with the limited Requestor license can only see the Area where the Innovation Portal is configured. You do not need to hide other Areas from them.

Step-by-Step: Hiding an Area in OnePlan

Task: Hide an Area With Hidden From

In the left navigation, select Setup.
Select the Edit icon (pencil) for the Area, and open the General tab.
Find Hidden From, below Display on left navigation panel. It is blank by default, which means everyone sees the Area.
Open Hidden From and select the Enterprise Security Group to hide the Area from.
Select Save. A Saved message confirms the change.
Select Done to leave Setup mode.

Task: Hide Areas From the Enterprise Security Group

Use this task to set the same hiding from the group instead. The result matches Hidden From on the Area.

Go to the Resource Center, select the ellipsis (…), select Configure, and select Enterprise Security Groups.
Select the edit icon for the group.
Select ADVANCED PERMISSIONS.
In the Configure Advanced Permissions Settings form, open the Hide Areas drop-down list and select the Areas to hide from the group.
Save your changes.

Note: Changing a group changes every user in it. Review the group before you save.

Task: Check Who Can See an Area

If a user can still see an Area you hid:

Check that Hidden From on the Area was saved. The same setting appears in the Enterprise Security Group ADVANCED PERMISSIONS.
Check the user’s actual group on the Users page in the Resource Center.

Frequently Asked Questions: Hiding an Area

Q: How do I hide an Area from a group in OnePlan? A: In OnePlan, select Setup, edit the Area, open the General tab, select the Enterprise Security Group in Hidden From, and select Save.

Q: What is the difference between Hidden From and Hide Areas in OnePlan? A: In OnePlan, there is no difference in the result. Hidden From on the Area and Hide Areas in the Enterprise Security Group ADVANCED PERMISSIONS are the same setting, viewed from two places. A change in one is reflected in the other.

Q: Does hiding an Area delete it in OnePlan? A: No. In OnePlan, hiding an Area only removes it from the left navigation for the selected groups. The Area and its data are not changed.

Q: Why can a user still see an Area I hid in OnePlan? A: In OnePlan, check that Hidden From was saved on the Area and that the user’s actual group is the one you selected. A user in a different group still sees the Area.

What to Do Next: Hiding an Area

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