This article explains the out-of-the-box OnePlan global user permissions. Users are able to fully customize these permissions using Enterprise Security Groups. See Configure and Manage Enterprise Security Groups for more information on how to customize user permissions.
OnePlan has several layers of security that all interact with each other and frame a user's experience. See OnePlan Plan Permission Hierarchy for more information on how these different security layers interact.
Global Permission Levels
-
None: The user does not have access to OnePlan. The user is still available in the Resource Center to be used for scheduling and resource planning.
Note
See Remove a User from the License Count (or, Remove a User's License) for more information.
-
Requestor: The user has access to the Requests area. The user can submit requests.
-
Team Member: The user has access to My Work, Insights and Reporting areas in OnePlan. The user can update statuses of items in their work.
-
Team Member Plus: The user has access to My Work, Insights, Timesheets, Reporting. The user can update statuses of items in their work.
Note
Team Member and Team Member Plus users both appear as "Team Member" in OnePlan. The different permissions are differentiated on a license-level.
-
Contributor: The user can create plans and plan content, but can only see plans that they have created.
-
Executive: The user has read-only access to all plans and plan content.
-
Manager: The user can create plans and plan content. The user can view and edit all plans and plan content.
-
Owner: The user can create plans and plan content. The user can view and edit all plans and plan content. The user can access and configure OnePlan administration settings.
|
Resource Status |
Permissions |
OnePlan License |
Description |
|---|---|---|---|
|
Active |
Owner, Manager, Executive, Contributor, Team Member |
Consumes a license |
The resource can be utilized for resource planning, and has access to OnePlan. |
|
Active |
None |
Does not consume a license |
The resource can be utilized for resource planning, but does not have access to OnePlan. |
|
Inactive |
None |
Does not consume a license |
The resource cannot be utilized in resource planning, and does not have access to OnePlan. |