How to delegate access to your mailbox, calendar and contacts in Office 365 (Windows users)

Delegate access to your EA in Office 365

When working with your executive assistant, you may want to enable your EA to read and send emails from your mailbox, access and manage your calendar, or edit and manage your contacts. This instruction guide is for Office 365 Windows users and explains how to:

  • Give your EA delegate access to your mailbox.
  • Give your EA delegate access to your Calendar.
  • Give your EA delegate access to your Contacts.

 

1. Open Outlook 365 > Tap File.

 

 1_click_file

 

2. Choose Account Settings

2_click-account_settings[1]

 

3. Choose Delegate Access

3_select_delegate_access[1]

 

 

4. Tap My delegates only.

5. Tap Add > Choose a Name > Tap OK.

 

4_click_add[1]

 

7. Choose Delegate permissions for Calendar, Tasks, Inbox, Contacts and Notes.

7_select_delegation_levels[1]

 

 

  • Calendar We recommend selecting Editor (your EA will be able to read/write/modify access to the calendar (accept private events).).

8. Tap Delegate received copies of meeting-related messages sent to me.

  • Tasks We recommend selecting None
  • Inbox If you want to share your inbox with your EA, we recommend choosing between Reviewer (your EA can read items and files only.) and Author (your EA can create and read items and files, and modify and delete items and files).
  • Contacts We recommend selecting Editor (your EA can read, create, and modify items).
  • Notes We recommend selecting None.

8. Tap OK.

 

 

 

 

 

This instruction guide is for Office 365 users only. For more detailed instructions on how to delegate access to others user in your Office 365 account, please visit Microsoft Office Support. For G Suite or other systems, or if you have any questions, please email us.