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