Setting Delegates & Permissions and more - Excel, Word, Outlook & PowerPoint with free online tutorials from your Virtual Software Trainer!

 

   
Outlook:  Delegates & Permissions

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by Karyn Stille, Your Virtual Software Trainer

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Setting up Read-only Permission

When a manager or project coordinator, for example, would like for an assistant or other co-worker to have access to his/her Outlook items, but the assistant does not need easy or frequent access and only needs to be able to read items, you can set up read-only permission quickly using the steps outlined below.

At the DELEGATOR'S workstation:

  1. Be sure the Folder List is in view.  If not, choose Folder List from the View menu.

  2. In the Folder List, right-click on the item to be shared, for example, the Calendar.

  1. Choose Properties from the shortcut menu.  The Properties dialog box is displayed.

  2. Select the Permissions tab and choose Add.

  1. Type in the name of the delegate, or select the name from the Global Address List.

  1. Choose Add and OK.

  2. Select the delegate's name under the Permissions tab and mark the check box for Read Items in the Permissions area.

  1. Choose OK.

The DELEGATE can follow these steps to access the item:

  1. From the File menu, choose Open and select Other User's Folder.  The Open Other User's Folder dialog box is displayed as below.

  1. Type in the name of the delegator, or choose the Name button to select from the Global Address List.

  2. From the drop-down arrow, select the item to be viewed.

  3. Choose OK.  Outlook searches for the person, and you may have to select the delegator from a list of names Outlook finds.

  4. The delegator's item appears if the delegate has been given the proper permissions.

 

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