Purdue Fort Wayne- Delegating access to other users in Outlook

Overview

A step-by-step process to delegate access to other users in Outlook by using Windows and Mac computers. 

Instructions

The steps for delegating access to other users in Outlook on both Windows and Mac:

Windows:

1. Open Outlook and go to File > Account Settings.
2. Click “Delegate Access.”
3. If the name isn’t listed, add the user’s name.
4. Click “Add” and then “OK.”
5. Select the name you want to give access to.
6. Click “Permissions” and set the desired permissions.
7. Optionally, choose to send a message summarizing permissions or allow the delegate to see private items.
8. Click “OK.”

For a Resource or Secondary Account (Windows):

1. Right-click the account in Mail.
2. Click “Data File Properties.”
3. Go to the “Permissions” tab.
4. Click “Add” and add the delegate.
5. Set the permission level (e.g., Editor, Author).
6. Click “Apply” and then “OK.”

Mac:

1. Click “Tools” > “Accounts.”
2. Select the account where you want to assign access.
3. Click “Advanced” and go to the “Delegates” tab.
4. Click “Add” and enter the delegate’s name.
5. Choose the delegate and set permission levels for each item (Calendar, Tasks, Inbox, etc.).
6. Click “OK.”

Remember to accept delegated access as needed.

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