Ready to Checkout?

shopping-cart

Try the Outlook Course for Free!

Create a Delegate in Outlook – Instructions

by / Tuesday, 31 October 2017 / Published in Latest, Microsoft, Office 2013, Office 2016, Office 365, Outlook 2013, Outlook 2016

Create a Delegate in Outlook: Overview

            You can create a delegate in Outlook to let another user send and receive email for you. The delegate can also schedule items and tasks on your behalf. When you create a delegate in Outlook for your account, that person can then access your Outlook account. They can then perform the actions you let them perform.

            To use the delegate features, you must be using an Exchange Server Account within Outlook. In addition, both you and your delegate must be using the same version of Outlook. To create a delegate in Outlook, click the “File” tab in the Ribbon. Then click the “Account Settings” drop-down button. From the drop-down menu that appears, select the “Delegate Access” command to open the “Delegates” dialog box.

            In this dialog box, click the “Add” button to launch the “Select Names” dialog box. Here you select the name of the individual to whom you want to grant delegate access. Then click the “Add” button at the bottom of the dialog box to add them to the list. When finished, click the “OK” button.

            Then set the delegate’s permission levels in the “Delegate Permissions” dialog box. For each folder in your Outlook account to which you want to grant delegate access, use the drop-down to the right of each folder’s icon to set the level of access. You can also check any checkboxes to grant additional permissions to read private items, receive copies of meeting-related items, or send the delegate an email listing their permissions in your account. Then click “OK” when you are done.

Create a Delegate in Outlook - Instructions: A picture of a user setting a delegate’s permission levels in Outlook.

Create a Delegate in Outlook – Instructions: A picture of a user setting a delegate’s permission levels in Outlook.

            You then return to the “Delegates” tab. At the bottom of this tab, select the option button that corresponds to how you want Outlook to handle meeting requests with delegates. Then click the “OK” button to finish.

Create a Delegate in Outlook: Instructions

  1. To use the delegate features, you must be using an Exchange Server Account within Outlook.
  2. In addition, both you and your delegate must be using the same version of Outlook.
  3. To create a delegate in Outlook, click the “File” tab in the Ribbon.
  4. Then click the “Account Settings” drop-down button.
  5. From the drop-down menu that appears, select the “Delegate Access” command to open the “Delegates” dialog box.
  6. Then click the “Add” button to launch the “Select Names” dialog box.
  7. Select the name of the individual to whom you want to grant delegate access.
  8. Then click the “Add” button at the bottom of the dialog box to add them to the list.
  9. When finished, click the “OK” button.
  10. To set the delegate’s permission levels, use the “Delegate Permissions” dialog box.
  11. For each folder in your Outlook account, use the drop-down to the right of each folder’s icon to set the delegate’s level of access.
  12. You can also check any checkboxes to grant additional permissions to read private items, receive copies of meeting-related items, or send the delegate an email listing their permissions in your account.
  13. Click “OK” when you are done.
  14. You then return to the “Delegates” tab.
  15. At the bottom of this tab, select the option button that corresponds to how you want Outlook to handle meeting requests with delegates.
  16. Then click the “OK” button to finish.

Create a Delegate in Outlook: Video Lesson

            The following video lesson, titled “Creating a Delegate” shows you how to create a delegate in Outlook. This video lesson is from our complete Outlook tutorial, titled “Mastering Outlook Made Easy v.2016-2013.”

TOP