The first step is to create the Sales Managed Unit. For information on how to create a Managed Unit, see Creating a Managed Unit earlier in this chapter.
When the Sales Managed Unit is prepared, add users from the Sales departments across the company.
Suppose that all users from the Sales departments (in both USA and Canada) have the Description property set to Sales.
Create a membership rule of the Include by Query type with the following parameters: from the Find list, select Users; in the Description box, type Sales. As a result, all users with the description Sales will be included in the Managed Unit.
For more information on how to create membership rules, see Adding or removing members from a Managed Unit earlier in this chapter.
To define which rights the Trustee will get for the Sales Managed Unit, create a Sales Access Template, and add permissions to this Access Template.
For more information on how to create an Access Template, see Creating an Access Template later in this document.
To apply the Sales Access Template to the Sales Managed Unit, right-click the Sales Managed Unit and click Delegate Control. Then, click the Add button and follow the instructions in the Delegation of Control wizard.
On the Users or Groups page of the wizard, add the user or group to be designated as a Trustee.
On the Access Templates page of the wizard, select the Sales Access Template you prepared in Step 3.
For more information on how to apply an Access Template to a Managed Unit, see Applying Access Templates later in this document.