How to configure Admin Units for Office 365 Users

Summary: Follow these step-by-step instructions to configure Admin Units for Office 365 users.

Applies to: Cayosoft Administrator 6.1.0 or later

ID: KB20190516-1

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Content: 

Overview

Summary of the steps to configure Admin Units for Office 365 users:

1. To keep track of Office 365 users assignment to a specific Admin Unit, a Department attribute will be used. In general, you can use any attribute from the list in the Query Criteria Filter.

2. To show only Office 365 users located in a specific Admin Unit, a web query condition has to be updated for this Admin Unit. Copy and configure Active Users web query in default Microsoft Office 365 container.

3. Move copied Active Users web query to a new Admin Unit.

4. Assign delegation roles for a new Admin Unit.

 

Creating new Admin Unit

1. Navigate to Admin Units (Web Queries) 
2. Click Microsoft Office 365 > Active Users
3. Click Copy Rule
4. For copied custom Active Users web query:
   1. Define filter for Query Criteria: {Department -eq "DepartmentName"}
   2. Click Save changes
   3. Click Move Rule
   4. Click Create new folder (label)
   5. Specify a name for a new custom Admin Unit 
   6. Click OK

 

Configuring delegation rule

1. Navigate to HOME > CONFIGURATION > Roles > Web Administrators
2. Click Add Delegation Rule
3. Specify delegation rule name
4. Specify trustees
5. Specify trustee permissions: select created custom Admin Unit, custom Active Users web query and the required actions.