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1.OPEN: Outlook

2.SELECT: File


3.SELECT: Account Settings

4.SELECT: Delegate Access


5.SELECT: Add



6.ENTER:  Last Name of user requiring access

7.SELECT: Advanced Find

8.ENTER: Last Name and First Initial of user requiring access

9.SELECT: OK


10.SELECT: Highlight search result with correct Delegate name and email

11.SELECT: Add

12.SELECT: OK


13.SELECT: Calendar drop-down and select Permissions

  • Reviewer can read items
  • Author can read and create items
  • Editor can read, create, and modify items (option not recommended)
    • "Delegates receive copies of meeting-related messages" is only available if the delegate is an editor
    • "Deliver meeting requests addressed to me and responses to meeting requests" option is only available if the delegate is an editor

14.SELECT: "None" for Tasks, Inbox, Contacts, and Notes

15.CHECK BOX: "Automatically send a message to delegate summarizing these permissions"

16.UNCHECK BOX: "Delegate can see my private items"

17.SELECT: OK



18.SELECT: OK