Outlook – Assign a delegate to manage your calendar

If you need someone to act on your behalf in Outlook, such as responding to email or creating and accepting meetings, set a delegate and manage permissions for them.

NOTE: To use delegation, you and your delegate must have a Microsoft Exchange account.

Select a delegate and set permissions

  1. Select File.
  2. In Info, select Account Settings.
  3. Select Delegate Access from the drop-down list.
  4. In the Delegates box, select Add.
  5. Select a contact name from the Address Book.
  6. Select Add->, and then select OK.
  7. In the Delegate Permissions box, for Calendar, Tasks, Inbox, Contacts, and Notes, select the permission level for the delegate:
    • None – no permissions.
    • Reviewer – can read items.
    • Author – can read and create items.
    • Editor – can read, create, and modify items.
  8. Select the Delegate receives copies of meeting-related messages sent to me checkbox if you want this.
  9. Select the Automatically send a message to delegate summarizing these permissions checkbox to inform the delegate about the access permissions.
  10. Select OK to set the permission levels.
  11. Select the left arrow Back to return to Outlook.
Chris Doyle - Coordinator of Applications Technology