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  1. Click the File tab.
  2. Click Account Settings, and then click Delegate Access.
  3. Click Add.

    Note
    titleI do not see the Add button
    • The Add button might not be visible because of one or more of the following:
    • An active connection does not exist between Outlook and UAlbany Mail. The Outlook status bar should display Connected to Microsoft Exchange or Online.
    • Your messages are not being delivered to your UAlbany Mail mailbox. Your e-mail must be delivered to your UAlbany Mail mailbox, not to an Outlook Data File (.pst) on your computer hard disk.
  4. Type the name of the person whom you want to designate as your delegate, or search for and then click the name in the search results list. The delegate must be a person in the Global Address List.
  5. Click Add, and then click OK.
  6. In the Delegate Permissions dialog box, you can accept the default permission settings or select custom access levels for Exchange folders.

    Note

    If a delegate needs permission to work only with meeting requests and responses, the default permission settings, including Delegate receives copies of meeting-related messages sent to me, are sufficient. You can leave the Inbox permission setting at None. Meeting requests and responses will go directly to the delegate's Inbox.

    Note

    By default, the delegate is granted Editor (can read, create, and modify items) permission to your Calendar folder. When the delegate responds to a meeting on your behalf, it is automatically added to your Calendar folder.

    Info

    The check-box for Delegate receives copies of meeting-related messages sent to me determines if your delegate will receive those messages.  If you leave it checked, the delegate will receive them.  If you leave it unchecked, only the manager will receive them.

    If you leave it checked, you can then additionally control whether and how the manager will also receive those messages:

    (info)  Selecting the first option, My delegates only, but send a copy of meeting requests and responses to me (recommended), will result in the delegate receiving meeting requests and responses with functional Accept/Decline buttons and the manager receiving informational messages without the Accept/Decline options:

    (info)  Selecting the second option, My delegates only, willresult in just the delegate receiving these messages.

    (info)  Selecting the third option, My delegates and me, will result in both the delegate and the manager receiving these messages, and either person can act on them.

  7. To send a message to notify the delegate of the changed permissions, select the Automatically send a message to delegate summarizing these permissions check box.
  8. If you want, select the Delegate can see my private items check box.

    Note
    titleImportant

    This is a global setting that affects all of your Exchange folders, including all Mail, Contacts, Calendar, Tasks, Notes, and Journal folders. You cannot allow access to private items in only one folder.


  9. Click OK.

    Note

    Messages sent with Send on Behalf permissions include both the delegate's and manager's names next to From. When a message is sent with Send As permissions, only the manager's name appears.

Change permissions for your delegate

  1. Click the File tab.
  2. Click Account Settings, and then click Delegate Access.
  3. Click the name of the delegate for whom you want to change permissions, and then click Permissions.

    Note

    If you want to remove all Delegate Access permissions, do not click Permissions but instead click Remove and skip the remainder of these steps.

  4. Change the permissions for any Outlook folder that the delegate has access to.
  5. To send a message to notify the delegate of the changed permissions, select the Automatically send a message to delegate summarizing these permissions check box.



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