Guide to Delegate Access for Managing Your Mail and Calendar in Microsoft Outlook

Step-by-Step Instructions for Setting Delegate Access

Step 1: Open Outlook

Open Microsoft Outlook on your computer.
Navigate to the File menu in the top-left corner of the screen.

Step 2: Access Account Settings

Select Account Settings from the File menu.
Choose Delegate Access from the drop-down menu.

Step 3: Add a Delegate

In the Delegates window, click Add.
In the dialog box that appears, search for and select the person you want to delegate access to.
Click Add, then click OK.

Step 4: Choose Permissions

After selecting the delegate, a new window will appear where you can set specific permissions.
You can choose permissions for:
- Calendar: Options range from “None” to “Editor (can read, create, and modify items).”
- Tasks: Same permissions as the Calendar.
- Inbox: Delegates can be granted permission to view and manage your inbox.
- Contacts: Permissions can be given to view or modify contacts.
- Notes: Similar permissions as other areas.
Select the level of access you want to give for each category and click OK.

Step 5: Set Delegate Options (Optional)

You can choose whether to allow delegates to:

Receive copies of meeting-related messages.
Send items on your behalf.

Once you've made your choices, click OK to finalize the delegate setup.

Step 6: Notify Delegate (Optional)

You may want to inform the delegate that they now have access to manage your mailbox or calendar. They should be able to view and take action in the areas you've specified.

How to Remove or Modify Delegate Access

Go back to the File menu, select Account Settings, and then click Delegate Access.
In the Delegates window, select the delegate you want to remove or modify.
Click Remove to revoke their access, or click Permissions to adjust the settings.

If you would like to follow the original Microsoft guide, you can find it here: About delegates: Allow someone to manage your mail and calendar