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Setting Delegates & Permissions for Sharing of Outlook Modules
If you
wish for someone to be able to view, modify or add items to you calendar,
contacts, taskpad, etc., you will make that individual a delegate to the
particular component in Outlook. The individual with those rights will then
establish a shortcut to the component. Here’s how to set the permissions:
Establishing Delegates:
From
the Tools menu in Outlook, select “Options”.

This will bring up the
Options dialog box.
From this point, click on the “Delegates” tab.

This is the point where
you will want to add whomever you wish to have permission to view, modify, or
add items to the various components of your Outlook.
The
first step is to click “Add”.
You can choose anyone on the Exchange
server to have permissions to your Outlook components. For this demonstration, we will assume that I wish for
Michael Reese to have permissions to view my calendar.
After finding Michael Reese in the list of individuals in the Global Address
List (this is the default list), click his name to highlight it. Click the “Add”
button between the two columns to add it to the “Add Users” list.
Click “OK” to close out of the box.

The Delegate Permissions dialog box allows you to chose the components you want
to designate access to and to what extent the access will be.
The following accesses are available:
Editor: The delegate can read,
create and modify items.
Reviewer:
Can read items only.
Author: Can read and create items only.
None: No permissions given.
The delegate can also be given permission to view private items.
Notice that no other permissions have been set for any other Outlook component,
although if we had wanted to, they could have all been set at the same time.
For Michael Reese to have permissions to view my calendar, the delegates box
would be set up as seen above.
Notice that I am having a message sent
to Michael Reese letting him know he was been set up as a delegate to my
calendar so he can view my calendar.
Click the OK button to accept the settings and close out of the box.
You are returned back to the dialog box
that lists all delegates to your Outlook components. Notice that Michael Reese
has been added. From here you click “Apply” if you wish to continue using the
Delegates option or click “OK” if you are ready to exit this dialog box.
To
be able to tell what permissions have been established for each delegate, simply
click the individual’s name and click the Permissions button from the Delegates
tab of the Options dialog box (Tools/Options). Let’s look at the permissions
that have been established for Patt Welsh in my Outlook.

The permissions box
for that individual is displayed much like the initial one we used to establish
the permissions for Michael Reese.

We
see that Patt Welsh is a Reviewer to my Calendar which means she can view it.
It is important to note that anyone on
the exchange server (their name appears in the Global Address List) can be set
as a delegate. It is also noteworthy that an individual can be set up as a
delegate for any of the above Outlook components: Tasks, Inbox, Contacts, Notes
and Journal, as well as, Calendar. For those users who establish delegates, it
is usually their calendar and contacts that they give permissions for.
Once the
above steps have been taken, the person who has been given permission will want
to create a shortcut to the person’s calendar.
Using the above scenario, Michael Reese will want to make a shortcut to my
calendar, which I gave him permission to view.
Here’s how to create the shortcut:

From the File menu, click on Open. From the cascading menu, select “Other User’s
Folder . . .”
The dialog box below appears. Click the Name
button to select whose Outlook you want to view.

In this case we will select Michael Reese. Click the name of the individual one time to
select it. Click the OK button.

After clicking OK, you are returned to the Open Other User’s Folder box.

From
here you select what folder you have been given permissions to. In this case, it
is calendar. Click the drop-down arrow to expose the list of folder options and
click Calendar to select it. Click OK.
Michael Reese’s calendar will appear. If
it is not immediately needed, close it out by clicking the X in the top
right-hand corner. Each component that you have permissions for will open in
their own window so you do not have to fear that you will inadvertently close
out of Outlook.
A shortcut is now created from the File/Open menu for future use. NOTE:
This shortcut list will keep track of the last 5 Outlook
components visited. Therefore, depending upon how many components you have
permission to, this list may change rapidly. Should you want to go to an
individual’s Outlook and you no longer have a shortcut, simply click on Other
User’s Folder, and continue with the step that begins this page.
Scheduling Others for Appointments
You have been asked to schedule a meeting
involving yourself and two of your coworkers.
The meeting is to take place tomorrow at 10:00 AM.
Go to your Calendar in Outlook and
double-click on the 10:00 AM half-hour increment. This opens up your appointment
window. Fill in all the necessary information such as the subject of the
meeting, the location, the beginning and end time, show your time as busy or out
of the office and set a reminder, if desired. The next step is necessary in
order to schedule others for the meeting.

Click on the “Attendee Availability” tab.

In the “All Attendees” list, type the names of the individuals whose calendars
you wish to check in the available spaces below your name. As you hit Enter
their availability will be displayed in the grid.
If any or all of the intended attendees
are not available during the original meeting time, the time can be changed by
clicking and dragging the green and red lines in the grid or by changing the
time in the text boxes at the bottom of the window in order to accommodate
schedules.
When a time has been chosen for the
meeting and all attendees have been checked for availability, save and
close/send the appointment. This sets the meeting on your calendar and sends
email notifications of the meeting to the attendees. They are given the
opportunity to accept, deny or mark the meeting as tentative. They are also
given an opportunity to send a message back to the meeting planner (you) if
desired. If an attendee accepts the invitation or sets it as tentative, the
meeting is put on their calendar.
Customizing the Taskpad
In order to get your taskpad to view as
below or in order to change the column headers, right-click your mouse while
your mouse pointer is at the column headers. (See right). When you right-click,
a pop-up menu appears.
From the pop-up menu, click on “Customize Current View . . .”


From this box chose “Fields” in order to pick which fields you wish to display
in your Taskpad.

Using the “Add” and “Remove” buttons, customize your Taskpad’s view. Note:
The order in which they are shown in the list is how they will be
displayed from left to right on the Taskpad. You may reorder them by click the
option once to select it and then using the “Move up” and “Move down” buttons.
(These buttons are currently grayed out because no field has been selected.)
To further customize the Taskpad, click on View, then on
Taskpad view.

Any of the selections above are available for the Taskpad. The chosen selection
only shows the items on the taskpad for the selected day(s).
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