USER AND SERVER CONFIGURATION
To plan and assign policies
1. Determine which settings to assign to all users in specific organizational units. For these settings, create organizational policies.
2. Determine which settings to assign to individual users or groups. For these settings, create explicit policies.
3. Register users and assign explicit policies during registration.
4. For users who are already registered, assign explicit policies by editing the Person document or using the Assign Policy tool.
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: