Add delegates who can act on your behalf

- [Instructor] If you're an Exchange user, you may need to create a delegate. That's somebody that can act on your behalf in Outlook. Maybe they need to answer your mail, share your contacts, or create and accept meetings for you. You might also need to do this for somebody else, in which case you can tell them to do the following steps, also. To select a delegate, click File on the top left-hand side of the screen, select Info on the left, then Account Settings, and finally, Delegate Access. Let's add Jenny as our delegate so that she can accept and create meeting requests on my behalf.

I'll click the Add button and from my address book I'll choose Jenny's name. Click Add below, and then OK. Now I need to set the delegate permissions for Jenny. We'll start in the calendar. There are three permission levels. The delegate can review items, that is, read only. They can become an author of items, that is, in addition to reading items, they could also create them, such as calendar entries. Or they can be an editor, read, create, and modify.

For my calendar, I'm going to make Jenny an editor. She'll need to be able to modify my calendar if she ever has to reschedule anything. I'll also leave this checked because I want her to receive copies of meeting-related messages sent to me. I can then go down and decide what kind of permission levels I need to set for the remaining items, such as tasks, mail, contacts, and notes. They all have the same permission levels. I'll leave everything as is. I can check this box if I want to send Jenny a message letting her know what her permission levels are.

I can also decide if I want to let Jenny see my private items. I showed you how to mark contacts as private. You can also do that with calendar entries. So you have a choice to let the delegate see those private items or not, I'll leave it unchecked for now. I'll click the OK button, and I'll click OK again. Click the arrow on the top left-hand side of the screen to get back to Outlook.