Sharing/Delegation:
Managing Another User's Calendar
This page details how to manage another user's calendar, offering the differences between sharing calendars and delegation access.
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Visit the Conference Room Coordinators/Resource Owners page to manage your Conference Room or
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Sharing vs. Delegate Access
| Sharing Calendars | Delegate Access |
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Sharing, or granting permission to share calendar information, allows several levels of access including
editing. For most users, sharing a calendar with the added editor permission is sufficient. By default,
shared items marked as "Private" are not viewable, although they appear as "busy" time on the shared calendar
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A delegate is someone who has been granted permission to open another person's folders, create items,
and respond to requests on behalf of that other person (account owner). Therefore, in addition
to editing, a delegate can propose/accept meetings for another. To become someone's delegate, the account owner
must grant delegate access to his or her calendar and mail.
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Follow these instructions for any mailbox or calendar in UMS:
Sharing in Entourage
Sharing a Calendar is similar to proxy rights in Meeting Maker.
Sharing any Entourage default folder is a two-step process: (1) The owner of the folder must grant permission, and (2) the person to share must open the folder.
Delegation in Entourage
Delegate access is a more advanced feature than just sharing folders. If you want to grant
additional permissions, such as allowing a delegate the ability to create email messages or respond
to meeting requests on your behalf, you must use Delegate access.
Important:
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Delegate access should not be given casually to individuals. Since delegates can
perform actions on another's behalf, decisions to give delegate access should be weighed
carefully and only given to trusted individuals.
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With delegation, one should not rely on the Private feature to prevent other people from
accessing the details of appointments, contacts, or tasks through programmatic methods or by
using other email programs.
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As the delegator/manager, your mail must be delivered to your mailbox on the UMS server,
not to a Personal Folders file (.pst) which stores your messages or other items on your
computer.
Another user can give you delegation permissions so you can manage his or her UMS calendar as well as email, tasks, and other UMS capabilities. The scope of support you can provide depends on the level of delegation the owner grants.
Levels of Delegation
- Author permissions: the delegate can read and create items, modify and delete items that the delegate create, and send items on behalf of the owner.
- Editor permissions: the delegate has Author permissions, and can modify and delete items the owner created.
- Reviewer permissions: the delegate can read items only.
Follow these steps to set up a delegate, modify permissions, and begin managing a calendar on behalf of another user.
Delegation Basics
- Add a Delegate >>
- On the Tools menu, click Accounts, and then click the Mail tab.
- Double-click the account that you want to add a delegate to, and then click the Delegate tab.
- Under My Delegates, click Add.
- Type the name of the user that you want to add as a delegate, and then click Find.
- Click the name of the user, and then click OK.
- On the Calendar, Inbox, and Address Book pop-up menus, click the permission levels that you want to set for the delegate. You may set up separate permission levels for each feature.
- Author — Read and create items, and modify and delete items he or she creates. For example, a delegate with Author permissions can create meeting requests directly in the account owner's calendar and respond to meeting requests on the account owner's behalf.
- Editor — Do everything an author can do, plus modify and delete items that the account owner created.
- Reviewer — Read items only. For example, the delegate can read messages in the account owner's inbox.
Note: Before a delegate can access your items, he or she must add you to the Users I am a delegate for list in his or her Microsoft Exchange account. For information about how to become a delegate for someone else, see Become a Delegate
- Manage Delegate Permissions >>
- Click Mail
.
- In the folder list, click the calendar, address book, or mail folder that you want to change.
- On the Edit menu, click Folder Properties, and then click the Permissions tab.
- Click the name of the user that you want to change the permissions for.
- In the Permission Level pop-up menu, click the access level that you want.
To customize the permission levels, select the check boxes for the items that you want, and then under Edit Items and Delete Items, click the permission level that you want.
Note: If you set the permission level to None, the delegate remains on the list, which allows you to quickly reinstate permissions later.
- Remove a Delegate >>
- In the Tools menu, click Accounts, and then click the Mail tab.
- Double-click the Microsoft Exchange account that you want to remove a delegate from.
- On the Delegate tab, under My Delegates, click the delegate that you want to remove, and then click Remove.
- Become a Delegate >>
Before you can become a delegate, another user must grant you delegate access. You may receive an e-mail notifying you that you have access.
To become a delegate:
- In the Tools menu, click Accounts, and then click the Mail tab.
- Double-click the Microsoft Exchange account that you will use to access the delegated items, and then click the
Delegate tab.
- Under Users I am a delegate for, click Add.
- Type the name of the user who has added you as a delegate, and then click Find.
- Highlight the name and click Advanced.
- In the Advanced Settings window, add /exchange/...
- Click OK, OK, and OK again to close the Delegation window.
Note: If you have delegate access to a user's account and the name of the user does not appear in the list, click
Advanced. Enter the name, e-mail address, and server address for the user who has granted you delegate access.
- Stop Being a Delegate >>
- In the Tools menu, click Accounts, and then click the Mail tab.
- Double-click the Microsoft Exchange account that you want to change, and then click the Delegate tab.
- Under Users I am a delegate for, click the user that you want to stop being a delegate for.
- Click Remove.
Follow these instructions for any mailbox or calendar in UMS:
Sharing in Outlook
Sharing a Calendar is similar to proxy rights in Meeting Maker.
Sharing any Outlook default folder is a two-step process. (1) The owner of the folder must grant permission, and
(2) the person to share must open the folder.
Share My Calendar >>
Grant someone sharing permissions to your calendar.
- In the Calendar Navigation pane, right-click your Calendar.
- Select "Change Sharing Permissions".
- In the Name box, click Add.
- In the Add Users dialog box, in the Type Name or Select from List box, all or part of the name of the person to share your calendar.
- Select the name and click Add and then click OK.
- Under Permissions, in the Permission Level list, click a permission level or check the appropriate boxes.
- Owner — Create, read, modify, and delete all items and files, and create subfolders. As the folder owner, you can change the permission levels others have for the folder. (Does not apply to delegates.)
- Publishing Editor — Create, read, modify, and delete all items and files, and create subfolders. (Does not apply to delegates.)
- Editor — Create, read, modify, and delete all items. Having editor permissions allows a delegate to perform tasks such as rescheduling an existing meeting that the manager created.
- Publishing Author — Create and read items and files, create subfolders, and modify and delete items except items created by the owner. (Does not apply to delegates.)
- Author — Create and read items and files, and modify and delete items except items created by the owner. For example, a delegate can create task requests and meeting requests directly in the owner’s Task or Calendar folder, and then send either item on the owner’s behalf.
- Non editing Author — Create and read items, and delete items except items created by the owner.
- Contributor — Create items and files only. The contents of the folder do not appear. (Does not apply to delegates.)
- Reviewer — Read items and files only. Note: If you would like to grant someone permission only to view your calendar, it is highly recommended that you use “Sharing” instead of Delegates.
- Custom — Perform activities defined by the folder owner. (Does not apply to delegates.)
- None — Not perform any activity. The user has no permissions and cannot open the folder.
- Click OK.
Note: If you select the Private check box on a Calendar item, anyone with Read permission could view the details of a private item.
Unshare Your Calendar With Another Person >>
Remove calendar sharing privileges.
- In the Calendar Navigation pane, right-click your Calendar.
- Select "Change Sharing Permissions...".
- Select the name of the person you want to remove sharing priviledges with and click the Remove button.
- Click OK.
- The person now does not have priviledges to your calendar.
Open a Shared Calendar >>
After someone has given you permission to view their calendar, you will need to open their calendar.
- Under My Calendars in the left pane, click the Open a Shared Calendar link.
- Click the Name button.
- Select the name of the person whose calendar you would like to open.
- Click the OK button.
Delegation in Outlook
Delegate access is a more advanced feature than just sharing folders. If you want to grant
additional permissions, such as allowing a delegate the ability to create email messages or respond
to meeting requests on your behalf, you must use Delegate access.
Important:
-
Delegate access should not be given casually to individuals. Since delegates can
perform actions on another's behalf, decisions to give delegate access should be weighed
carefully and only given to trusted individuals.
-
With delegation, one should not rely on the Private feature to prevent other people from
accessing the details of appointments, contacts, or tasks through programmatic methods or by
using other email programs.
-
As the delegator/manager, your mail must be delivered to your mailbox on the UMS server,
not to a Personal Folders file (.pst) which stores your messages or other items on your
computer.
Another user can give you delegation permissions so you can manage his or her UMS calendar as well as email, tasks, and other UMS capabilities. The scope of support you can provide depends on the level of delegation the owner grants.
Levels of Delegation
- Author permissions: the delegate can read and create items, modify and delete items that the delegate create, and send items on behalf of the owner.
- Editor permissions: the delegate has Author permissions, and can modify and delete items the owner created.
- Reviewer permissions: the delegate can read items only.
Follow these steps to set up a delegate, modify permissions, and begin managing a calendar on behalf of another user.
Delegation Basics
- Grant Delegate Access to Your Assistant >>
- On the Tools menu, click Options, and click the Delegates tab.
- Click Add.
- Type the name for your delegate or select it from the Name list.
- Under Add Users, click Add, and then click OK.
- When the Delegate Permissions box appears, you can accept the default permissions or set your own. (Do not click OK yet.)
- (Recommended) Select the check box in front of Delegate receives copies of meeting related messages sent to me.
- (Recommended) Select the check box in front of Automatically send a message to delegate summarizing these permissions.
- (Recommended) Deselect the check box in front of Delegate can see my private items.
- Click OK once you review this entire window and have selected the appropriate delegate permissions.
- Select if you would like your Delegate Only to receive meeting requests. Click OK.
Calendar Delegation >>
Delegating your calendar gives another person access to your meetings so that they may act on your behalf.
Delegating your Calendar gives another person access to your meetings so that they may act on your behalf. They can also
receive copies of meeting notifications sent to you, but will not have access to your other Email, unless you grant them
additional permissions.
Setting Up a Meeting for Someone Else
- If this is your first time opening up the other user’s calendar, follow the instructions on
"Open a Shared Calendar."
- While in the other user’s calendar, set up a meeting by double-clicking on the desired day and filling in the
meeting details. Click Send.
- The recipient will see that You set up the meeting On Behalf Of the other user.
Email Delegation >>
Delegating your mail gives another person access to your Inbox.
Delegating your Email to gives another person access to your Inbox. You may give them Reviewer, Author or Editor
permissions as described earlier in this section.
Open and View Another User's Email
- On the File menu, point to Open, and click Open Other User’s Folder.
- Select the Name of the person in the Name field, and make sure that Inbox is selected from the Folder List.
- Click OK.
- You may Reply as usual (with Author or Editor permissions). When the recipient opens the email, they
will see that You replied On Behalf Of the other user.
Add Another User’s Mailbox to Your Left Navigation Pane
If you frequently work with someone else’s Email, you may choose to add the other person’s Mailbox on your left navigation
pane so that the folder is readily available. Their mailbox will appear beneath your Exchange mailbox folders.
As a Manager, do the following in Outlook:
- Right-click on the root folder of your Exchange mailbox, which appears as Mailbox - user name.
- Click Change Sharing Permissions.
- Add your Delegate’s name, if it is not already listed, and for the Permission Level, click None.
- Check "Folder Visible" at the bottom of the dialog box, and click OK.
As a Delegate, do the following in Outlook:
- On the Tools menu, click Account Settings.
- Highlight your account and click Change.
- Click More Settings, then click the Advanced tab
- Click Add, then enter the mailbox name of the person who gave you Delegate access.
- Click OK, then Next, then Finish.

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