Difference between revisions of "Outlook 2011/2016 Delegates"

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m (Coverc moved page Outlook 2011 Delegates to Outlook 2011/2016 Delegates: Outlook 2016 process is the same. Updating the title.)
(Giving Access)
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== Giving Access==
 
== Giving Access==
  
[[File:Delegate_5_(giving_Permissions).png]]
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If you frequently work with someone else's outlook folders, you probably will want to add the other person's outlook mailbox to your Outlook profile. Doing so will automatically open the other person's folders every time you open Outlook. The other mailbox appears in the Folder Pane beneath your Outlook mailbox folders.
  
  
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1. Open Outlook and select Tools -> Account
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[[File:Outlook Delegate.png|thumb|center]]<br />
  
To give someone access to your account ('''inbox, calendar, etc''') you need to click on the item (in this case the inbox but you follow the same directions for the calendar) while holding the Control key to get the pop-up menu.
 
Select "Sharing Permissions..." from the menu. In the calendar section you "control-click" on your user name.
 
  
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2. Select your account that you want to assign a delegate to and select “Advanced” in the bottom right
  
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[[File:Outlook Delegate1.png|thumb|center]]
  
[[File:Delegate_6.png]]
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3. Select the “Delegates” tab in the new pop up window and then select the “+” button underneath the “Delegates who can act on my behalf:” field
  
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[[File:Outlook Delegate2.png|thumb|center]]
  
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4. Type in the username of your delegate -> Click on the user profile to select it -> Click Add
  
Click on the "Add User..." button.
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[[File:Outlook Delegate3.png|thumb|center]]
  
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5. Adjust user permissions of the delegate accordingly and select “OK” to save the settings. 
  
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[[File:Outlook Delegate4.png|thumb|center]]
  
[[File:Delegate_4.png]]
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6. You should be able to see the delegate on your list
  
 
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[[File:Outlook Delegate5.png|thumb|center]]
 
 
Enter the name of the account you want to give access to. Click on the "Find" button. In this example we have used the help account. Double click on the account you wish to give access to.
 
 
 
 
 
 
 
[[File:Delegate_8_(permissions).png]]
 
 
 
 
 
 
 
At this point you can give the person specific permissions. For example if you wish to only allow access to your calendar, you would just set this item (INBOX) to "Folder visible" which is required for access to any of the inbox sub items.
 
  
 
== Adding The Mailbox to Your Outlook Client==
 
== Adding The Mailbox to Your Outlook Client==

Revision as of 17:17, 22 May 2020

Outlook 2011/2016 Delegates

Giving Access

If you frequently work with someone else's outlook folders, you probably will want to add the other person's outlook mailbox to your Outlook profile. Doing so will automatically open the other person's folders every time you open Outlook. The other mailbox appears in the Folder Pane beneath your Outlook mailbox folders.


1. Open Outlook and select Tools -> Account

Outlook Delegate.png



2. Select your account that you want to assign a delegate to and select “Advanced” in the bottom right

Outlook Delegate1.png

3. Select the “Delegates” tab in the new pop up window and then select the “+” button underneath the “Delegates who can act on my behalf:” field

Outlook Delegate2.png

4. Type in the username of your delegate -> Click on the user profile to select it -> Click Add

Outlook Delegate3.png

5. Adjust user permissions of the delegate accordingly and select “OK” to save the settings.

Outlook Delegate4.png

6. You should be able to see the delegate on your list

Outlook Delegate5.png

Adding The Mailbox to Your Outlook Client

Delegate 1.png


If you have been given delegate access to a mailbox (user account) then you need to set up your account to access it. Go to the "Tools" menu and select "accounts". Select your account and then press the "Advanced..." button.


Delegate 2.png


Go to the "People I am a delegate for" section and press the "+" button.


Delegate 3 (Select User).png


Enter the name of the account you have been given access to. Click on the "Find" button. Double click on the account that appears in the list to add . Close out of the accounts pane and the account will show up in the Outlook sidebar.