ITS Documentation
Using Your ITS Outlook/Exchange Service [Windows]:
Delegating or Sharing Your E-Mail, Calendar, and Other Folders
S4327-F • June 2008

This document explains the difference between delegating and sharing your Exchange folders and how to perform both in Microsoft Outlook 2003 and 2007.
NOTE: Screen shots are from Outlook 2003.

Table of Contents



Delegation versus Sharing

NOTE: You can only provide delegate and sharing permissions to other ITS Exchange Service users.

You can delegate or share any folder in your Exchange account, but e-mail and calendars are the most common.

    Delegation is most often provided when you want a trusted individual to be able to manage your e-mail and calendars. You can provide multiple people with delegate rights and limit each individual's authority through permissions. With the right permissions, a delegate can:

    • read your e-mail
    • send e-mail on-behalf-of-you or as-you
    • make, accept or decline, and delete appointments in your calendar

    CAUTION! If you provide delegate rights to your calendar, you are automatically providing send-on-behalf-of-you e-mail rights.

    Sharing is typically used to allow others access to parts of your Exchange account, such as a calendar. You should use this method when you want someone to be able to manage your calendar but don't want that person to be able to send e-mail on your behalf. You can share items with multiple people and provide each person with specific permissions.

Delegating

Most people delegating their e-mail will want their delegate to send messages on their behalf, as shown in the following e-mail message. You can also set permission levels for other folders, such as your Calendar, Tasks, and Notes.

    Example of e-mail sent by a delegate.

SEND-AS-YOU NOTE: If you prefer your delegate to be able to send-e-mail-as-you rather than send-on-behalf-of-you, please contact your system administrator.

CAUTION! The following steps automatically give your delegate permission to send-e-mail-on-your-behalf. If you only want to delegate your Calendar or other folders without providing send-on-behalf-of-you permission, please proceed to Sharing.

  1. From the Tools menu, select Options.

    • Outlook Tools>Options

  2. In the Options window:
      Options window

    1. Select the Delegates tab.
    2. Click Add.
  3. In the Add Users window:
      Add Users window

    1. Starting with the last name first, in the Type Name field, enter the name of the person you wish to add.
    2. In the Name box, select the person's name when it appears.
    3. Click Add and the name will appear underlined.
      HINT: If you want to add more people, repeat steps b and c.
    4. Click OK.
  4. In the Delegate Permissions window:
      Delegate Permissions window

    1. For each Outlook/Exchange item, select the permission level you want your delegate to have from the pull-down menus.
    2. Activate the checkbox next to Automatically send a message to delegate summarizing these permissions.
    3. Click OK.
  5. Back in the Options window, click OK.
    • Options window

Sharing

You can share your Calendar, Contacts, and Task folders. Use Sharing when you do not want someone to have access to your e-mail or be able to send-e-mail-on-your-behalf.

While the following steps are for sharing your Calendar, the method is the same for Contacts and Tasks.

  1. In Calendar view, click Share My Calendar.

      Exchange Calendar view
  2. In the Calendar Properties window:
      Calendar Properties window
    1. Select the Properties tab.
    2. Click Add.
    3. In the Add Users window:
        Add Users window
      1. Starting with the last name, begin entering the person's name.
      2. When the correct name appears, double-click it.
      3. The person's name will appear in the Add Users field.
        HINT: To add more names, repeat steps a through c.
      4. When you are finished adding names, click OK.
    4. Back in the Calendar Properties window, for each person that you added:
        Calendar Properties window
      1. Select the person.
        NOTE: If you added more than one person, you must set permissions for each person individually.
      2. From the Permission Level pull-down menu, select a pre-defined permission level for that person, or you can create your own permision level.
        HINT: For sharing purposes, Reviewer is a good choice — the person can see your calendar but not make any changes. See also Predefined Permission Levels.
      3. Click OK.

    Predefined Permission Levels

    Outlook offers nine predefined permission levels. If you choose not to use these groups, you can set permission levels individually.

      OwnerFull permissions; can create, edit, and delete all items, including those owned by others.
      Publishing
      Editor
      Full permissions except does not own the folder; can create, edit, and delete all items.
      EditorFull permissions except does not own folder and cannot create subfolders; can create, edit, and delete all items.
      Publishing
      Author
      Same as Publishing Editor except cannot create subfolders.
      AuthorSame as Publishing Editor except cannot create subfolders.
      Nonediting
      Author
      Can create, read, edit, and delete items owned by individual; cannot delete items belonging to others and cannot create subfolders.
      ReviewerCan view items; cannot edit or delete items and cannot create subfolders.
      ContributorCan create items; cannot edit or delete items and cannot create subfolders.
      NoneCan see folder; cannot create, edit, or delete items and cannot create subfolders.

    Additional Resources

    Visit ITS's Information System to obtain ITS computer documentation and other resources. A list of relevant documents follows:

    For further help with the ITS Exchange Service, send e-mail or phone (734) 764-HELP.