1. In the Navigation pane, select the Administration tab.

  2. From the New menu in the toolbar, select Membership Policy. The Manage Membership Policies dialog opens.

  3. Complete the following fields:

    • Name: Enter the name for this membership policy.

    • Description: Enter a description of this membership policy.

    • Default Access: Select a default access level from the list. The default access level defines the access to an item for all users who aren't listed in the Members list.
      Membership Policies and Security Policies share the same access levels. For more information about each access level, refer to Security Policy Levels.

    • Members: To grant or restrict access for specific users, select the Add button. Use the Select User dialog to select an OU, group, workgroup, or individual users. Select OK when you are finished adding users.
      For each user, group, or OU, you must assign an access level. This is useful when you need to separate individual users from a group. For example, if you've granted Delete access to an entire group, you could use this field to grant a different access level to a specific user within that group

  4. Select OK.