Delegate Access

Microsoft Exchange and Outlook allow you to grant another person, known as a delegate, to receive and respond to meeting requests or to send e-mail messages on your behalf. You can also grant additional permissions that allow your delegate to read, create, or have full control over items in your Exchange mailbox.

Be careful when granting delegate access to your Exchange Account.

Delegates will have the ability to send mail on your behalf, and respond to meeting invites. You should understand the level of access you are granting.

Delegate access does not currently permit the creation of Teams online meetings.

This is due to our current implementation of Exchange and we will continue to work toward obtaining this feature in the future.

Adding Delegate Permissions

Outlook (Windows)

  1. Open the Microsoft Outlook application
  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“.
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  3. The “Delegates” window will appear. Click “Add” to add a delegate to your account.
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  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.
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  5. 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:

      Granting access to your inbox will allow your delegate to read your email messages.

    • 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.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 also choosing to receive a copy yourself.
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Next:


Right Click the email address located above your email folders: 

Click Folder Permissions:


Click Add:

Add the User you are sharing your email too and Select the Permission Levels you want them to have.


Then Click Apply and Ok: 

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




Outlook (macOS)

  1. Open the Microsoft Outlook application
  2. Click the “Outlook” menu in the top left corner of your screen, then click on  “Preferences“. From the preferences window, click on “Accounts“.
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  3. From the “Accounts” window, select your UVM Exchange account in the left column, then click the “Advanced” button.
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  4. Select the “Delegates” tab, then click the + symbol to add a delegate to your account.
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  5. 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.
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  6. 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:

      Granting access to your inbox will allow your delegate to read your email messages.

    • 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.
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  7. 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. Choose the option that makes the most sense for your use case.
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That’s it. You’ve successfully granted Delegate Permissions to another user.