GroupWise 6.5 Basic Training This page left intentionally blank. Introduction to GroupWise 6.5 .......................................................................................... 1 Overview ........................................................................................................................ 1 Summary........................................................................................................................ 1 What’s Next? ................................................................................................................. 1 Starting GroupWise............................................................................................................ 2 Introduction to GroupWise Email ..................................................................................... 2 Read Email .................................................................................................................... 2 Open the Mail ............................................................................................................. 2 Reply to Sender ........................................................................................................... 3 Delete the Message ..................................................................................................... 3 Forward the Message .................................................................................................. 4 Forward .................................................................................................................. 4 Forward as Attachment........................................................................................... 4 Attachments ................................................................................................................ 5 View Attachments .................................................................................................... 5 Open the Attachment ............................................................................................... 5 Save the Attachment ................................................................................................ 5 Creating a New Folder ................................................................................................. 6 Send New Mail .............................................................................................................. 7 Addressing the Message ............................................................................................. 7 Type the full Email Address .................................................................................... 7 Auto Complete ......................................................................................................... 7 Address Book .......................................................................................................... 8 Address Book in an Email ....................................................................................... 8 Finish your message .................................................................................................... 9 Attaching a file ............................................................................................................ 9 Sent Mail ........................................................................................................................ 9 Deleting Sent Mail .................................................................................................... 10 Signature ...................................................................................................................... 10 Adding a Signature to an Email Message ................................................................. 10 Checking your Signature ........................................................................................... 11 Email Rules .................................................................................................................. 12 Moving Mail to a Folder ........................................................................................... 12 Vacation Rule............................................................................................................ 14 Introduction to GroupWise Calendar ............................................................................. 16 Calendar Views ........................................................................................................... 17 By Day ...................................................................................................................... 17 By Week .................................................................................................................... 17 By Month .................................................................................................................. 18 By Year ..................................................................................................................... 18 By Multi-User ........................................................................................................... 19 Creating and Modifying Appointments .................................................................... 20 Posted Appointments ................................................................................................ 20 Start Time/End Time: ............................................................................................ 21 Duration:............................................................................................................... 21 Graphical Time Input: .......................................................................................... 22 Start Date:............................................................................................................. 22 Recurring/Auto-Date: ........................................................................................... 22 Alarms:.................................................................................................................. 24 Privacy: ................................................................................................................. 24 Status/Show Appointment As…: ............................................................................ 25 Modifying Posted Appointments: .......................................................................... 25 Appointments/Meetings ............................................................................................ 26 Busy Search ........................................................................................................... 27 Receiving Appointments............................................................................................. 29 Accepting Appointments .......................................................................................... 30 Declining Appointments ........................................................................................... 30 Delegating Appointments ......................................................................................... 31 Proxy Rights ................................................................................................................ 32 Accessing Another’s Account.................................................................................. 32 Introduction to GroupWise 6.5 GroupWise is an integrated email and calendaring program that you can use to organize your messages and time. Section One Section Two Email Starting Reading Mail Sending Creating New Folders Section Three Calendar Views Appointments Create and Modify Accept and Decline Advanced Features Proxy Multiple Calendars Rules Email & Calendars Overview This workshop will provide you with the features necessary to begin using GroupWise Summary GroupWise will allow you to keep track of your email messages and calendar items in one location. What’s Next? Look for specialized GroupWise training dealing with PDA’s, remote use and web-based email. Randy Graff Pandora Rose Cowart Training Coordinator [email protected] Training Specialist [email protected] Information Technology Center http:// training.health.ufl.edu/gw Health Science Center PO Box 100152 Gainesville, FL 32610-0152 Tel: (352) 273-5051 Fax: (352) 392-0101 http://training.health.ufl.edu 1 Starting GroupWise To start GroupWise, double-click on the shortcut on your desktop, or open it from your Start menu. If you are required to put in a password, you will see the login box. Be sure your username is correct and type your password. Click OK to proceed. Introduction to GroupWise Email Read Email The GroupWise main window is very similar to The Windows Explorer. The GroupWise structure appears on the left and the contents of the selected item (mailbox, calendar, etc.) appears on the right. Open the Mail Double clicking on a mail message will open in it a new window. After you open your message you can: Reply to the sender Reply to all Delete the message 2 Forward the message File the message or Close the message Reply to Sender You can reply to the person who sent the message or reply to all” (the sender and the recipients of the original email, including the CC recipients). You can include the message received in your reply, by choosing that option. No matter which option you choose, when you reply a new window to compose your message will open. The To: and Subject fields will be filled in. Type above the included message (if you chose that option) and then click the Send button at the top left-hand side of the window. After your reply is sent, the original will still be open. Delete the Message While the message is open, you can delete it by clicking on the Delete button at the top of the window. GroupWise’s delete and trash feature is very similar to the Windows’ delete and Recycle Bin feature. Your deleted messages will remain in the trash until either you or the system administrator empties the trash or until the GroupWise system auto-deletes the trash (this will usually occur after seven days). You can undelete a message by right clicking on the message in the trash and choosing UNDELETE. This will place the message where it was before it was deleted (folder, mailbox, etc). 3 Forward the Message If you need to send an existing message to someone else, click on the Forward down arrow button and choose either Forward or Forward As Attachment. Forward You can include the forwarded message as part of your own message by clicking on the down triangle just under the Forward button and choosing Forward. The forwarded information will be on the same screen where you will type your message. This message window appears very similarly to the reply window, the Subject: and Message: fields are already filled in. However, here the To: field is blank. Type in the body of your message and click the Send button on the right-hand side of the screen. To address the message you can type the email address use the Auto-Complete feature or the GroupWise address book. For more on these features see the Send New Mail section starting on page 7. Forward as Attachment This option allows you to send the original message as an attachment to the forwarded message—it keeps the original message intact. You will have a blank Message to type and the forwarded message will be included at the bottom as an attached file. The Subject field will already be filled in with “Fwd:” and the original message subject. Type your message in the body of your email and click the Send button at the top of your screen. 4 Attachments Be aware that attachments often contain viruses that can damage your computer and the network. To avoid this problem use caution: make sure you know who sent the message; never open an executable file; beware of double extensions (.jpg.exe); and use the GroupWise viewer. When in doubt, email the person who sent the message and verify they intended to send the attachment. When you receive a message with an attachment, you have a choice to VIEW the attachment or to use “native” software on you computer to open the file. View Attachments To open an attachment, double click on it. Your client will probably be configured to VIEW in GroupWise’s viewer. However, if you are prompted to choose between opening the file and viewing the file, choose view the file. As some attachments may contain or be viruses, this is a relatively safe way to view attachments. When you double click on the attachment to open in the viewer, a new window will open. Open the Attachment If you would like to open the attachment in its “native” software, you can right mouse click the item and choose Open. Save the Attachment You can also save the attachment by right mouse clicking and choosing Save As…. When you save the attachment, you will see the familiar Windows Save As window. Be sure you know where you are saving the file so that you can find it later. 5 Creating a New Folder If you would like to save an email message somewhere other than your mailbox, a good place to store mail is in a folder in your Cabinet. To create a folder right mouse click the cabinet (left window) and choose New Folder. The Personal folder option will be selected and is an appropriate option for storing messages. The next step allows you to name your folder and give it a description. The folder will appear directly under where you left mouse clicked; in this example, under the Cabinet. You have the option to move the folder to the left, which would “promote” it to a level equal to the Cabinet. This would be like taking a file folder out of a file cabinet and placing it next to the file cabinet. The settings screen appears next. The settings offered are typically useful and you can click Finish. Your new folder will then appear under your Cabinet with the name you typed. If you would like to move an email message into a folder, click and hold the message (with your mouse) in the right window and drag it to the folder. To see the message you just dropped, click on the folder you dropped it into in the left window. Your message should appear in the right window where you can double click it to open it. 6 Send New Mail To create a new email message, click the mail icon in the button bar at the top of the main window or press Ctrl-M on the keyboard. Addressing the Message A new Mail To: window will open. You have a few options to address the email: The full email address Auto Complete Address Book Type the full Email Address If the person to whom you are writing, is not a GroupWise user or is not in your address book, you will have to type in their full email address. Auto Complete If the recipient is a GroupWise user or is in your address book, when you begin typing their name their address will fill in, then press the Tab key to move to the next field, or press the Enter key to add another recipient. 7 Address Book To access the address book from the main window, click on the address book icon. Find the name that you are looking for and double click on it, this will give you more information about this contact. If you click on the Email address, GroupWise will create a new email message To: that person. Address Book in an Email To access the address book from an email, create a new mail message and click on the address book icon. Find the name that you are looking for and double click on it. You will see the name appear in the right window with To: before the name and the name will gray out in the Address Book. Continue to double click other names you want on the To: list. To CC (carbon copy) or BC (blind copy) anyone, find their name in the list and click the CC or BC button as needed. Their names will appear in the list with the appropriate prefix. 8 Finish your message Be sure to type a Subject: the Message: and add a closing or signature for your email. Attaching a file To include an attachment in your message, click the attach button in the middle of the toolbar at the top of the message window. In the Attach File window navigate to the location of the file that you want to attach and double click the file. Your attachment will then appear in the lower window and your message is ready to send. If you do not want to set any further options, press the Send button at the top of the window. Sent Mail The first time you double click on something in your SENT FOLDER, you will see the following message. If you want to open the item when you double click (the suggested option) choose No, otherwise you will get the properties each time you double click. If you choose No to the previous question, you will see a copy of what you sent out. You cannot change anything in this window, only view it. If you choose Yes you will see the properties of that message. You cannot reply to the message (since you sent it), but you can forward and delete the sent message. 9 Deleting Sent Mail If you choose to delete a sent item, you will receive this dialog box. If any of your recipients are GroupWise Users and have not read your message yet, you can opt to delete your message from their mailbox, your box and theirs, or just your mailbox. If they are not in the GroupWise system, the message will not be deleted. Signature To set a signature to be sent with each email message, choose Tools and then Options from the main window. From the Options window double-click on Environment. Click the last tab, Signature. Click the Signature check box and type your closing, as you would like it to appear in your email messages. The option on the left, Prompt before adding, gives you the option to decline which emails to add your signature to. (Not Recommended) The Electronic business card (vCard) option allows you to attach your business card (via third party software or it can be generated from the GroupWise address book), if you use this feature your recipient can instantly add your information to their GroupWise address book. Adding a Signature to an Email Message Type your message normally, and when you Send your message… If you chose Prompt before adding above, click Add to add the signature or Don’t Add to not add it to this message. Cancel will return to the message unsent. 10 Checking your Signature Going to the Sent Items folder and opening the sent message will show you what your signature looks like. Any email addresses and/or web pages will be active links—when you click on them, a new mail window (or a web browser) will open. 11 Email Rules You can create rules to handle mail. Rules can range from being simple to very complex. Here are a few examples to get you started. Moving Mail to a Folder From the Tools menu on the main window choose Rules. Click New… to add a new rule. Start by giving the rule a meaningful name. Choose what type of item to apply this rule to. Most often, this will be a New Item. Choose if the rule will apply when an item is Received, Sent, Posted or Draft and what type of item such as Mail or Appointment. Click the Define Conditions… button. Choose “From” from the first drop down box. In the text field type in enough information to uniquely identify the sender. Click the OK button to continue. 12 Choose Add Action for the rule. In this example we are moving email from the inbox to a new folder as it is received, so we’ll choose Move to Folder…. You will get a window with the contents of the main GroupWise window, the left panel. Click on the to the left of the Cabinet to open it. Place a checkmark in the box next to the folder you want the email to move into by clicking in the white box in front of the folder. This new rule will only affect new items. To apply to rule to existing items: Select the items you want to apply the rule to from your inbox (or select all) Choose TOOLS, RULES Highlight the rule you want to run Choose Run You will get a dialog box that says the rule has executed. You may not notice anything until after you close the box. 13 Vacation Rule When you will be gone for an extended period of time, it’s a good idea to set up a “Vacation Rule”. This example shows you how to set up a rule that will reply to all emails that you receive. Be sure to give the rule a meaningful name. Under the Conditions, choose To and then type your name. Then click the End button, choose And. In the second row, choose the Subject, Does Not Contain [x], and then type Re: in the last blank. This helps to avoid being caught in an email loop. As this is a Vacation rule, you will want the Add Action to Reply… to the sender. It is imperative that you reply ONLY to the sender. Otherwise you would send your vacation message to a group that sends you a message and you could get caught in a loop. After clicking OK to the Reply to Sender option, you can type in your vacation message. 14 You will want to add one more Action, to Stop Rule Processing—this will prevent any other rules from applying themselves to these messages. Remember to DEACTIVATE your Vacation Rule when you return to the office. You deactivate it by clicking the checkmark next to the rule name. The next time you need it, add the checkmark by clicking the box. You can also Delete the rule. Be sure if you reuse the message that you update the content. 15 Introduction to GroupWise Calendar The Calendar is the third option on left side of your GroupWise screen. To open the calendar on the right side of the screen, simply click on the Calendar option. The GroupWise calendars will always show the current date and time with a black background and fluorescent green text. When viewing the current date in the Day view there is even a thin green line along the current time. To open a floating calendar window, separate from the GroupWise main screen, use the Open Calendar button , the last button on the Toolbar. (Different floating calendars views shown below.) 16 Aside from the free-floating windows, there are five stationary calendar views within the main GroupWise window. Calendar Views By Day The date being viewed is shown at the top left corner, as well as highlighted in the column of monthly calendars. The current time is denoted by the little clock, shown here just after four-thirty. Notes and Tasks are both shown in this view. To move to another day click on the desired date from the small monthly calendars on the left side. By Week The date being viewed is shown in the top left corner, as well as highlighted in the row of weekdays. Across the top of this calendar you can see several navigation tools to help you move to different dates. 1 2 3 4 5 6 7 8 9 1. Go to Today 2. Go back one day 3. Go forward one day 4. Go back one week (seven days) 5. Go forward one week (seven days) 6. Go back one month (31 days) 7. Go forward one month (31 days) 8. Go back one year (365 days 9. Go forward one year (365 days) 17 By Month The buttons in the Month view are very similar to those listed along the Week view. The day currently being viewed has a box around it, and today’s date is lightly shaded. This view like the Day view allows you to see all of your Tasks, Notes, and Appointments. If you would like to hide or show any of these three, you can turn them using these buttons. This works in the Week view as well. By Year The yearly calendar view allows you to see multiple months at a time. The directional arrows are similar as in the week and month view. Click on a date to make it current, and then switch to another view to see more details or double click that date to open a date veiw window. Tasks and Notes are not available in this view. The bold dates indicate an appointment, task or note assigned to to that day. 18 By Multi-User If you have access to another user’s calendar, you can see both calendars in this daily view. If you have permission to, you may even add meetings in this view. Notice the buttons are the same as in the weekly view. If you do not have rights to view the other person’s notes or tasks, you will see the area where they belong, but the window will appear blank. The drop down arrow next to the Multi-User view button, Remove Users…. , allows you to Add or This button opens your Multi-User List. If you have rights to someone’s calendar then you can add them here by typing in their name (or choosing them from the address book) and adding them to this list. The calendars this person can view are Pandora Cowart and Randy Graff. The check marks indicate which calendars are currently being viewed. It is possible to see one or all of the calendars. If you do not have permission to view someone’s calendar GroupWise will warn you. You will need to ask that person to give you Proxy Rights to their calendar. 19 Creating and Modifying Appointments There are two basic kinds of activities to place on a calendar, ones where you are the only person involved (Posted Appointments), and ones where other GroupWise users are included (Group Appointments or Meetings). Posted Appointments In GroupWise posted means personal. When you create a posted appointment, you are creating an appointment for just yourself. Examples of this would be doctor’s appointments, lunches with friends, meetings with clients and conferences. This type of appointment is not necessarily a private appointment (such as doctor’s appointments) but rather an activity that does not include anyone else on your GroupWise system. The fastest way to place a posted appointment on your calendar (in Day or Week view) is to find the appropriate day, click on the time slot the activity will begin, and type the title of the activity. When you press enter, GroupWise will create a one hour posted appointment, with an alarm. If you accidentally begin to create an appointment, you can press escape to cancel. Another way to create a new posted appointment is by using the shortcut menu: right click on the calendar, and choose New-> Posted Appointment. You can also use the toolbar button Schedule New Appointment -> Posted Appointment. Either method will open a window like this one. The Subject: field will appear in the appointment box on the calendar. The Place: will appear, in parenthesis, after the Subject:. If the appointment is for the future, you will see a little alarm clock appear in the corner. 20 There are several options for the date and time of an appointment. Your screen will look different depending on how your options are set under Tools -> Options -> Date & Time. The appointments are automatically set to one hour, because this option (Default appointment length:) is set to 1 hour 0 minutes. The appointment window will show a start time and duration. You can change this setting to End date and time instead. (examples below) Appointment with Duration: Appointment with End date and time: Start Time/End Time: GroupWise places the time selected on the calendar on when you opened this window in the start time, but you can type in any time for the start time. If the number you type is between 6:00 and 11:59, GroupWise will assume you are talking about AM, if the number is between 12:00 and 5:59, GroupWise will assume PM. The program will round the number to the nearest 5-minute increment. If you click inside the time box and use the plus (+) or minus (-) keys on the keyboard, the time will jump forward or backward in half-hour increments. Duration: You can type in any duration you want. If you put a number, GroupWise will assume 1-9 are hours, and all other numbers are minutes. You can specify more exactly by using letters to let GroupWise know what you are talking about. Use M for minutes, H for hours and D for days. The plus and minus will also move time in half-hour increments for the duration of this appointment. 21 Graphical Time Input: Notice the little clocks to the right of the start time and Duration. These buttons will open the window shown on the left. The start time is designated by the left arrow and the end time by the right arrow. You can click and drag either of these arrows to change the beginning and ending time of your appointment. Start Date: GroupWise places the date selected in the calendar when you opened this window in the Start date, but you can type in any date. The program recognizes the slash (/) or the period (.) as dividing characters between month, day and year. The plus and minus sign on the keyboard will move forward or backward a day at a time. Start date also has a little button next to it. If you click the little calendar , GroupWise will pop down a little calendar. From here you can graphically pick out a date. There is a Today button, to move to the current date. The arrows along the top will help you move to different dates. The left arrows shift the month and the right arrows shift the year. When you see the date you want, simply click on it. Recurring/Auto-Date: The Set Date window has a Select Recurring… option. This tool is available under the Actions menu -> Auto-Date. Auto-Date is used to specify information for reoccurring appointments. For example if you pick up the office mail every day at 4:00pm, you would not want to create that appointment for every single day. The first screen, Dates, shows the full year. As you click on the dates, they will stay highlighted. If you click on a date you do not want, click on it again and it will un-highlight. This screen works well when there are just a few dates, or your dates are not evenly spaced. 22 The example tab allows you to tell GroupWise when and how often to repeat your appointment. You can set the Start and End dates to create a range of time for this appointment. By default, the Start will show today’s date, and the End will show one year minus one day from today’s date. You can type in your desired begin and stop dates or use the little calendars to choose the day. Here you can pick which Months and Days of the Week your appointment will occur. Double clicking on a month or on a date ordinal (1st, 2nd…) will act as a select all. The Days of the Week option is great if you have a reoccurring appointment such as the first Monday of every month. But what if you want to make an appointment that happens every two weeks, like a payday, or an appointment that always happens on the 15th of a month, no matter what day of the week it is? GroupWise allows you to change the Days of the Week option to Days of the Month or Periodical. 23 Alarms: By default when you create a future appointment in GroupWise, it sets an alarm for five minutes. Notice the little alarm clock on this appointment. To set or clear an alarm from your appointment, you can right click on the appointment and choose the alarm option, or when you create the activity, choose Alarm… from the Actions menu on the Posted Appointment window. Either method will open the Alarm window. This is where you set how far in advance you wish to be notified. The maximum amount you can set is 99 hours and 59 minutes (4 days, 8 hours and 29 minutes). You can launch a program when the alarm goes off; this can be useful, for example, to remind you to print out a report before you go to that particular meeting. If you don’t know the path of the file, use the folder button to browse (search) for your file. If you want to turn off the alarm, click the Clear button. You can change the default alarm time. From the main GroupWise window, choose Tools->Options->Date Time Options. The Alarm Options are on the right side of the screen. From here you can turn off the Automatic Alarm and change the Default alarm time. Privacy: You can set an appointment to be private, such that others who have a right to look at your calendar cannot see that appointment, unless you give that specific right. Notice the little lock in the upper left hand corner of this appointment. To make an activity private when you create or modify the appointment, like when you are in the Posted Appointment window, choose Mark Private from the Actions menu. To Mark Private from the calendar, click on the appointment and press the F8 key on the keyboard, you will see a little padlock appear in the corner. The same methods can be used to make the appointment public again. 24 Status/Show Appointment As…: Can you tell the different levels of shading on the four appointments shown here? The colors are a graphical representation of the status that was assigned to that appointment. You can access this feature in the Posted Appointment window, from the Actions menu choose the Show Appointment As option. From the calendar you can choose the same option from the right click menu. Either way, your choices are: Modifying Posted Appointments: To modify an appointment, you can right click on the appointment and choose Open, or you can simply double click on the appointment. This will open the appointment screen you saw when you created the appointment. You can modify any part of the appointment except the Auto-Date. You can move a date through the appointment window, or you can click and drag the appointment where you want it to go. (If you hold down the control key while you are moving it, you can create a copy of that appointment). To delete an appointment, right click and choose delete, or click once on the appointment and press delete on the keyboard. 25 Appointments/Meetings Creating an Appointment (Meeting) is very similar to creating a Posted Appointment. You can create a new posted appointment by using the shortcut menu: right click on the calendar, and choose New->Appointment, or you can use the toolbar button Schedule New Appointment -> Meeting *. Appointment and Meeting.* are the same. This is a combination of an email message and a posted appointment window. It will perform the function of both. This will set an appointment on your calendar and email the appointment to everyone you invited to this meeting. To invite others to this appointment, treat it like an email message, click inside the To: box and type their names, or click on the Address book. Everything discussed in the posted appointments applies to these Appointment/Meetings. You can set it to repeat using Auto-Date, you can set this as a Private meeting, you can even set the user status (Show Appointment As…). The only difference is you can invite others to this activity. 26 Busy Search One of the most powerful features in GroupWise is its “Busy Search”. As long as everyone is truly keeping his or her calendars up-to-date, this tool can show when everyone is available. The Individual Sechedules screen shows everyone’s calendar separately. You can switch to the Available Times tab to see everyone’s schedule overlapping. On that screen you can temporarily exclude people from the list by clicking the check next to their name. There is a legend along the bottom of both screens to show if the person has an appointment that is “Out of the Office”, “Busy”, or “Tentative”. Appointments marked “Free” will not appear here at all. You will not be able to see what the actual appointment is, only that that person is occupied during that time slot. The AutoSelect button will go through everyone’s calendar and find a time where all the invitees are free. To remove someone from the list, click on his or her name and press delete. To add someone, or change the AutoSelect features, click on the Invite To Meeting… button, at the top right corner of the window. From this Invite to Meeting window, you can add more people to your appointment. Those who are Carbon Copied (CC) and Blind Copied (BCC) will show up as separate 27 folders on the Available Times tab shown above. From this screen you can also change the Start search date: and the Number of days to search:. 28 Receiving Appointments When you receive an appointment from someone else, it will arrive in your Mailbox, just like an email. You will be able to tell it’s an appointment by the icon, instead of an envelope you will see a little calendar . At the same time it arrives in your Mailbox, GroupWise will put a placeholder on your calendar, it will look just like a regular appointment but the text will be italicized, and there will be a person icon in the upper right corner. The toolbar across the top of the window offers several options to handle this appointment. 29 Accepting Appointments If you click on the Accept button, GroupWise will accept the appointment as a busy appoinment with no questions asked, however you can click on the drop down arrow, next to the button and set a status shading by choosing, Busy, Free, Tentative or Out of the Office. If you decide to accept an appointment but you have a conflict (an appointment already scheduled at that time), GroupWise will warn you before it places the appointment on your calendar. Declining Appointments If you click on the Decline button, GroupWise will decline the appointment, and erase it off your calendar. If you click the drop down arrow next to the Decline button, you can Decline with Options. Declining with options just allows you to add a comment to the refused appointment, so the sender can see why you will not be able to attend the meeting. 30 Delegating Appointments The delegate option opens a create Appointment/Meeting window, including all the information from the original meeting. The only difference is the subject now says “-Delegated” Fill in the To: box with the people you are delegating this appointment to. You can adjust the dates and times on this screen, though it is not recommended. No matter which choice you choose, Accept, Decline or Delegate, GroupWise will remove this appointment from your inbox. 31 Proxy Rights To allow others to view your emails, calendars and such you need to grant them “Proxy Rights”. From the main window of GroupWise, choose Tools -> Options -> Security. Choose the third tab Proxy Access. Type in the person you want to grant access to, or use the address book to find their GroupWise Name. Once you find the person, click on the Add User button and their name will appear on the Access list. (Notice there is an “All User Access” that allows you to give rights to every user, this is useful for Facilities, like conference rooms). Choose the person on the list and click the rights you wish this person to have. Read means they can only look. Write means they can add and remove items from your account. Accessing Another’s Account If you have Proxy rights to someone’s account, you can change your GroupWise screen to show their account. On the main GroupWise window, there is a little person button in the top-left hand corner just above your name. 32 If the person you are looking for is not on the list, choose the Proxy… option. From here you can type in the name (or choose one from the address book) and click OK. If you do not have rights, GroupWise will tell give you an error message stating such. You will have to ask that user to set up their security options, to give you Proxy Access to their account. If you have rights the person you choose will be added to the list and you will be in that person’s account. To return to your own account, click on the proxy icon and choose your name, it will be at the top of the list. 33 Calendar Rules Just like with email you can create rules to affect your appointments. From the Tools menu, choose Rules. Double click on a rule to edit it, or click the New button to create a new rule. Remember to click the Appointment check box to affect your calendar appointments. The most important part of creating a rule that will affect your calendar is determining what to do in case of a conflict: A conflict will occur when you have two appointments scheduled at the same time. This rule feature gives you the ability to reject items automatically that have conflicts, or accept items automatically when you have nothing scheduled. Think your logic through thoroughly before you set up the rule. When you include an action with the Add Action button, your options for accept and reject are the same as they are on the calendar. For example, you can set up a rule that accepts everything from your boss as a tentative appointment. 34
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