USER AND SERVER CONFIGURATION

Planning and assigning policies
Before you register and set up users, plan and create policies. Then, during user registration, assign the policies. If users are already registered, you can plan and create policies, but you cannot assign any registration policy settings, since those apply only once, during user registration.

To plan and assign dynamic policies

1. Determine which settings to assign to individual users or groups. For these settings, create explicit policies.

2. Use the Policy Assignment tab on the Policy document to assign users and groups.

3. For users who are already registered, assign explicit policies by using the Policy Assignment tab on the Policy document.

4. For all policy settings documents, determine how you will use the "How to apply" feature.

5. (Optional) Create and assign exception policies.

To plan and assign policies for a hosted organization

When you use policies for hosted organizations, your policy must include registration policy settings. You can use either an organizational or explicit policy. Depending on the type of policy you use, you create the policy either before you register the hosted organization or during registration.

For a hosted organization, do one of the following:

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