Giving User B Access to User A’s Inbox

FIRST: User A must make User B a delegate using the following steps:

  1. Open Outlook. Choose File tab > Account Settings > Delegate Access.
  2. Click Add button in the Delegates window. Carefully read any information provided in each window you work in to help you understand what you are setting up.

  3. Type User B’s name in the Search window, hit Enter then click OK.

  4. In the Delegate Permissions window that appears, choose the permissions you wish to grant. If you need User B to read, create and modify items, you will need to choose Editor next to anything you want User B to manage. Choose Author if you want User B to read and create items. Choose Reviewer if you want User B to read items.

  5. Click OK twice to close windows.
  6. In Outlook’s main window, choose Home tab.
  7. Right-click on the Inbox > select Properties > select Permissions. If User B’s name is not already listed with the necessary permissions granted, add User B’s name then choose the permissions User B needs.
  8. Right-click on the mail account ( > select Folder Permissions. Add User B’s name and make sure “Folder Visible” under “Other” is selected. Click OK.

SECOND: User B must add User A’s mailbox to his/her account using the steps below:
  1. Open Outlook. Choose File tab > Account Settings > Account Settings...
  2. Select User B’s Exchange account in the Name column ( - it should be the only account listed).

  3. Click the Change button.
  4. Click More Settings...

  5. Select the Advanced tab.
  6. Click the Add button.

  7. In the Add mailbox window, type User A’s name > click OK.

  8. Click OK > Next > Finish.
  9. Click Close.
Last Updated: August 23, 2016