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Using Your ITS Outlook/Exchange Service [Windows]: Delegating or Sharing Your E-Mail, Calendar, and Other Folders
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.
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.
- From the Tools menu, select Options.
- In the Options window:
- Select the Delegates tab.
- Click Add.
- In the Add Users window:
- Starting with the last name first, in the Type Name field, enter the name of the person you wish to add.
- In the Name box, select the person's name when it appears.
- Click Add and the name will appear underlined.
HINT: If you want to add more people, repeat steps b and c.
- Click OK.
- In the Delegate Permissions window:
- For each Outlook/Exchange item, select the permission level you want your delegate to have from the pull-down menus.
- Activate the checkbox next to Automatically send a message to delegate summarizing these permissions.
- Click OK.
- Back in the Options window, click OK.
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.
- In Calendar view, click Share My Calendar.
- In the Calendar Properties window:

- Select the Properties tab.
- Click Add.
- In the Add Users window:

- Starting with the last name, begin entering the person's name.
- When the correct name appears, double-click it.
- The person's name will appear in the Add Users field.
HINT: To add more names, repeat steps a through c.
- When you are finished adding names, click OK.
- Back in the Calendar Properties window, for each person that you added:

- Select the person.
NOTE: If you added more than one person, you must set permissions for each person individually.
- 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.
- 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.
| Owner | Full 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. |
| Editor | Full 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. |
| Author | Same 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. |
| Reviewer | Can view items; cannot edit or delete items and cannot create subfolders. |
| Contributor | Can create items; cannot edit or delete items and cannot create subfolders. |
| None | Can 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.
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