Link Users to the Internal Organization Unit

Assign sales reps and admins to an IOU by creating Internal Organization Unit User records. This step controls user-level access, sets working hours and work days, and defines a user's default unit during order creation.

Required Editions

  1. From the App Launcher, find and select Internal Organization Units.
  2. Select an internal organization unit.
  3. On the Related tab, in the Internal Organization Unit Users related list, click New.
  4. Select a user.
  5. (Optional) Specify working hours and work days, and select Is Default Internal Org Unit.
  6. Save your changes.