How to Add a Delegate in Exchange Calendar Using Outlook 2007 for Windows

Delegate Permissions are powerful and complex. In most cases, we strongly recommend a simpler method of setting Sharing Permissions.

1. Open Outlook 2007 for Windows and log into your Exchange account.

2. Go to Tools, then select Options.

3. Click on the Delegates tab.

4. Click the Add button.

5. Search for the person who you wish to give delegate access. Select the person in the search box and then click Add. Click OK.

 

6. Adjust the permissions you wish to give the delegate for your calendar. You may also wish to give your delegate access to other sections of your Exchange account. (Note: Below is a detailed list of the different Permission Levels offered by Exchange.) Click OK.

7. Click OK on the Options page. The delegate should now have access to your account.

Exchange Access Rights Explained

Exchange offers you the ability to give others varying levels of access rights. The levels of permission that a delegate can be granted are as follows:

  • Author: As a delegate, you can read and create items, and modify and delete items you create. For example, a delegate can create task requests and meeting requests directly in the manager's Task or Calendar folder, and then send either item on the manager's behalf.
  • Editor: As a delegate, you can do everything an Author can do, plus modify and delete the items the manager created.
  • Reviewer: As a delegate, you can read items; for example a delegate with Reviewer permission can read messages in another person's Inbox.

If you wish to add an organizational group (your entire unit, for example), select Name only for the Search: choice, then click on the drop-down menu under the Address Book and select All groups. A list of all the Exchange groups will appear; scroll through the list and select the group which you wish to have the access and either double click on the group or select the group and click the Add button and then click OK.


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