Outlook is a powerful email and calendar management tool that is widely used in the business world. One of its useful features is the ability to delegate access to your inbox, calendar, and tasks to other users. This can be helpful for managing a team or for sharing responsibilities with a colleague. In this article, we will discuss how to delegate access in outlook and the different levels of permissions you can grant.
Setting Up Delegation
To delegate access in outlook, you will need to have an Exchange account. If you are unsure if you have an Exchange account, you can check with your IT department or email provider. Once you have confirmed that you have an Exchange account, follow these steps to set up delegation:
- Open Outlook and go to the File tab.
- Click on Account Settings and then select Delegate Access.
- Click on Add and select the user you want to delegate access to.
- Choose the level of access you want to grant (more on this later).
- Click on OK to save the changes.
Levels of Access
When delegating access in outlook, you have the option to grant different levels of access to your inbox, calendar, and tasks. These levels include:
Editor
An editor has full access to your mailbox and can create, read, modify, and delete items. They can also respond to meeting requests on your behalf.
Author
An author can create, read, modify, and delete items in your mailbox, but they cannot respond to meeting requests on your behalf.
Reviewer
A reviewer can read items in your mailbox, but they cannot create, modify, or delete them.
Delegate
A delegate can send emails on your behalf and manage your calendar, but they cannot access your inbox.
Custom
You can also create a custom level of access by selecting specific permissions for each user.
Managing Delegates
Once you have set up delegation, you can manage your delegates by following these steps:
- Go to the File tab and select Account Settings.
- Click on Delegate Access and select the user you want to manage.
- Click on Permissions and choose the level of access you want to grant or revoke.
- Click on OK to save the changes.
You can also remove a delegate by selecting their name and clicking on Remove.
Tips for Delegating Access
Here are some tips to keep in mind when delegating access in outlook:
- Only delegate access to users you trust.
- Be clear about the level of access you are granting.
- Regularly review and manage your delegates to ensure they have the appropriate level of access.
By following these tips and steps, you can easily delegate access in outlook and streamline your email and calendar management.
Have you used delegation in outlook before? Share your experience in the comments below.