As discussed in "Understanding Rulesets", a ruleset is a collection of rules configured by a Global Administrator (GA) or an Organization Administrator (OA.)
Important! If created by a GA, a ruleset is only available for copying for individual organizations. Therefore, an OA must either create a new ruleset by copying the global ruleset, or must re-create the ruleset again at the organization level.
See "Creating Rulesets" for detailed information on how to create a ruleset.
Important! After you create a ruleset, you must migrate it to production for it to be available for activation.
After an OA creates a ruleset for their organization and migrates it to production, you must activate this ruleset for an organization within your scope for it to take effect. To assign an existing ruleset to the current organization:
A list of organizations matching the search criteria appears.
The Organization Information page appears.
The Assign Ruleset page appears.
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