Adding a Delegate to Outlook

To: CHR User Community with CMH email accounts
From: Chris De Espinosa, CMRC-IT Desktop Analyst
Date: January 11, 2006
Regarding: Adding Delegates to Accounts

Information

• Microsoft Outlook offers a feature where accesses on various levels called permissions can be granted to individuals called delegates for the purpose of checking or maintaining the account’s main user.
• For example a manager can make an administrative assistant a delegate to their calendar for the purpose of adding/deleting checking appointments while the manager is out of the office.
• Making someone a delegate on an account is very simple.
• In Outlook click once on Tools, then Options.
• In the Options window click once on the Delegates tab.
• You will need to add the person’s name that you want to be a delegate first before permissions can be assigned.
• Multiple people can be added at this time or more late as you see fit. \
• Once the person or people have been added another windows shows up outlining what folders are available for delegation and what permissions are available per each folder – please take some time and read the screen before deciding what to assign.
• The Journal folder is not used at CMH so please do not assign delegates to that folder.
• Following the establishment of a delegate you are brought back to Outlook.
• Removing/changing delegates is done in the same area as is the changing of permissions