Adding a Delegate using Outlook – Windows

Exchange allows you to grant “Delegate permissions” to another Exchange user.This is similar to the designate rights you configured as an Oracle Calendar user. These delegation permissions allow specified users the ability to:

  • Create meetings on your behalf.
  • Manage your calendar.
  • Reply to meeting requests from others.

NOTE: You should trust any user you grant delegation rights to.

Adding a Delegate to your Account

Assigning ‘Delegate permissions” requires using Microsoft Outlook. If you do not already have Outlook installed on your computer, please check out the following articles before proceeding:
Install Office 2016 – UVM owned computers
Install Office 365 – Personally owned computers

If you have Outlook installed but need to configure it with your UVM Exchange account, please read this article before proceeding:
Configuring Outlook 2016 for UVM Exchange

  1. Open Microsoft Outlook.
  2. 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“.
    1
  3. The “Delegates” window will appear. Click “Add” to add a delegate to your account.
    2
  4. Use the “Search” field to find the user you’d like to add as a delegate. If you are searching by NetID, make sure to check the “More Columns” option. Select the user you wish to add as a delegate from the search results, then click the “Add” button. Click “OK” to continue.
    3
  5. The “Delegate Permissions” window is where you configure the specific permissions your delegate will have.
    1. Delegate permissions can be set for Calendar, Tasks, Inbox, Contacts, and Notes. Most delegates will only need Calendar access. NOTE: granting access to your inbox will allow your delegate to read your email messages.
    2. There are four Delegate permissions levels: Editor, Author, Reviewer, and None. Select the proper permissions for your use case.
    3. 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.4
  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 choosing to receive a copy.
    5

That’s it. You’ve successfully granted Delegate Permissions to another user.

If you are having problems or need further assistance, please contact the UVM Tech Team Help Line at 802-656-2604

Tags: , , , ,

Leave a Reply

You must be logged in to post a comment.