OUTLOOK 2013 (Windows)
SHARE AND DELEGATE CALENDAR - QUICK START GUIDE
SHARING YOUR CALENDAR
1.
Click the Calendar tab in the lower left portion of your Outlook window.
2.
Click the Home tab in the Outlook Ribbon at the top of the screen.
3.
Click the Share Calendar icon at the top of the screen.
4.
An e-mail message appears, asking you to fill in the individuals that you want to send the
Sharing Invite to.
4a. You can click the “Request permission to view recipient’s Calendar” to request that
access from the individual.
4b. Make sure to leave the “Allow recipient to view your Calendar” box checked.
4c. In the Details section, choose the level of access you want to grant this individual to
your calendar. There are three levels:
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4a
• Availability only: Time will be shown as “Free,” “Busy,” “Tentative,” or “Out of Office”
• Limited details: Includes the availability and subjects of calendar items.
• Full details: Includes the availability and full details of calendar items.
5.
Once you have filled in the details, as well as adding any message below, click the Send
button.
DELEGATING YOUR CALENDAR
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4c
Delegate Access for your calendar is an Outlook feature that enables one person to act on behalf of another
Outlook user. This is most commonly used when one person manages the calendar of another (supervisor
and assistant).
1.
Click the File tab ­–> Account Settings –> Delegate Access, and click Add.
2.
Type the name of the person whom you want to designate as your delegate, or search for and
then click the name in the search results list. Click Add –> , and then click OK.
3.
In the Delegate Permissions dialog box, use the drop-down menu to choose the level of
access the individual should have.
3a. To send a message to notify the delegate of the changed permissions, select the
Automatically send a message to delegate summarizing these permissions check
box.
3b. If you want, select the Delegate can see my private items check box.
3a
Click OK.
4.
5.
In the Delegates window, be sure to check how you want meeting request messages to be
handled.
• M
y delegates only, but send a copy of meeting requests and responses to me: You
will only see messages regarding meeting invitations.
• My delegates only: Only the delegate will receive meeting requests and notifications.
• M
y delegates and me: Both your delegate and you will receive meeting requests and
notifications.
6.
Once you have finished adding delegates, click OK in the Delegates window.
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OUTLOOK 2013 (Windows)
SHARE AND DELEGATE MAIL - QUICK START GUIDE
SHARING AND DELEGATING YOUR INBOX
1. Click the Mail tab in the lower left portion of your Outlook window.
2. Click the File tab --> Account Settings --> Delegate Access, and click Add.
3. Click Add... (or select the name of an individual already added and click Permissions).
3a. Type in the name of the individual that you are
looking for. Once you find them, double-click on
their name select them. Once you have added all
individuals, click the OK button.
4. The Delegate Permissions window will appear. From
here, use the drop down menu for Inbox to set the
delegation access of the individual.
• Reviewer – The individual can read items from
your Inbox.
• Author – The individual can read and create
messages from your Inbox.
• Editor – The individual can read, create, and
modify items within your Inbox.
5. Once you have made your choices for all individuals
you want to grant rights to your Inbox, click the OK
button.
6. In the Delegates window, click the OK button.
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