Outlook (Windows)
- Open the Microsoft Outlook application
- Click the “File” menu in the top left corner of the Outlook window. Under the “Info” tab, click on “Account Settings” then select “Delegate Access“.
- The “Delegates” window will appear. Click “Add” to add a delegate to your account.
- Use the “Search” field to find the user you’d like to add as a delegate. Select the user you wish to add as a delegate from the search results, then click the “Add” button. Click “OK” to continue.
- The “Delegate Permissions” window is where you configure the specific permissions your delegate will have.
- Delegate permissions can be set for Calendar, Tasks, Inbox, Contacts, and Notes. Most delegates will only need Calendar access.NOTE:
**NOTE - Granting access to your inbox will allow your delegate to read your email messages.**
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There are four Delegate permissions levels: Editor, Author, Reviewer, and None. We recommend using default Editor permission. If you think your circumstances require a different configuration, please contact the UVM Tech Team so we can discuss the proper setup.
- If your delegate will be managing your calendar for you, you’ll want to check the “Delegate receives copies of meeting-related messages sent to me” checkbox. This checkbox will send your meeting request to the delegate. The delegate can then decide to accept, decline, or ask for the meeting to be scheduled at a different time on your behalf.
6. Once you’ve added a delegate to your account, you’ll be able to choose how you would like to handle your meeting related emails. We recommend sending meeting invites to your delegate, but also choosing to receive a copy yourself.
That’s it. You’ve successfully granted Delegate Permissions to another user.