| Scenario |
Feature |
Steps in Outlook Client |
Steps in Outlook Web Access |
I want to share my calendar
with other people.
NOTE: In Outlook,
everyone can see free/busy time on your calendar by default. |
Calendar Sharing
In Outlook, everything
under your account name is considered to be a folder & behaves as such.
You have a folder for calendar items, task items, contacts, etc. |
- Choose Calendar in the
Navigation Pane.
- Click Share Calendar on
Ribbon.
- Click To: & select
recipient(s) from the Global Address List.
- Select the level of details you
want to share then click Send.
NOTE: If you want persons to be able to open any of your appointments
to see all details, then select Full details. If you want persons to
be able to see only the subject and time of appointments, choose Limited
details.
- To grant additional calendar
permissions to some people, click Calendar Permissions button on the
Ribbon, select the person's name, change their sharing permissions, click OK to save.
|
- Choose Calendar in the
Navigation Pane.
- Click Share button
located above the calendar to right of Navigation Pane.
- Choose Share This Calendar.
- Click To... to locate
people from the Global Address List. Double-clicking the person's
name will add them to your list. Click OK when done.
- Choose what you want to share: Free/busy
information including subject and location OR All information.
- If desired, request permission
to view the recipient's calendar.
- Click Send when you're
done.
|
We have a department
account and several people in our office need access to its calendar. |
Calendar Sharing |
- Log in to the department account.
- Use the exact same steps listed
in the table cell above to give access to all persons that need it.
|
- Log in to Outlook Web Access (cas.auburn.edu) using the shared account login credentials.
- Use the exact same steps listed
in the table cell above to give access to all persons that need it.
|
I need to add my coworker's
calendar to my list of calendars so I can view it as needed. |
Adding a calendar
You can add a calendar that
someone has shared with you or you can see Free/Busy information by default
for anyone's calendar in our system. |
- Click Calendar in the
Navigation Pane.
- Right-click My Calendar and choose Add calendar >
From Address Book...
- Find the person(s) whose
calendar(s) you wish to add. Use the Search box to help you. You can double-click a person's name to add it to the list of calendars. You can add a group of
people all at one time. Click OK when done.
- The calendars should now be
visible in the Navigation Pane. You can check or uncheck each person's
calendar to view it or not view it.
|
- Click Calendar in the
Navigation Pane.
- Click Share button
located above the calendar to right of Navigation Pane.
- Choose Add Calendar.
- Click in the box under "Calendar
from your organization" then type a name OR click the Name link to
open the address book > type a name in the search box > double-click the name to select it. Click OK when done.
- The calendar should now be
visible in the Navigation Pane. You can check or uncheck a calendar to view
it or not view it.
|
I want to
share an email
folder. |
Folder Sharing |
- In the Navigation Pane,
right-click the folder that you want to share > choose Properties > choose Permissions tab.
- Click Add... and select a
person(s) from the Global Address List. Double-clicking a person's
name will add it to your list. Click OK when done adding everyone you
want to share the folder with.
- Select each name and choose a Permission
Level from the drop-down list. If you are giving all people in your list
the same permission level, you can highlight all names at once. Click OK to save.
- Select the folder above the
current folder and follow the same steps for adding permissions. NOTE: you
must provide folder visibility permissions throughout the
entire path to the target folder for this to work. (See the example below).
- Repeat adding permissions for
each folder level all the way up the hierarchy including the Mailbox (the
folder with your email address as its name).
EXAMPLE: If you are
sharing a folder with this path:
Mailbox > Inbox >
Cabinet > Project Folder
You must grant permissions
to 4 folders:
- Project Folder
- Cabinet or folder that contains
"Project Folder"
- Inbox
- Mailbox
NOTE: you only have to
give folder visibility for folders in 2, 3, & 4 above.
Notifying the recipient
Send an email message to
the recipient indicating the shared folder permissions and provide the
instructions shown in the following table cell. |
N/A - you cannot set up
sharing of email folders in the web client. |
I need to see an email
folder that my coworker shared with me. |
Adding an Account |
- Click the File tab > Info > Account Settings > Account Settings...
- Select your email address listed on the E-mail tab under the Name column heading.
- Click the Change button.
- Click the More settings... button.
- Select the Advanced tab.
- Click the Add... button.
- In the Add mailbox window, type the other account's name or email address then click OK.
- Click OK > Next > Finish.
- Click Close.
|
N/A |
I need to be able to place
& accept appointments on my boss's/ coworker's calendar and I need to be
able to send email for my boss/ coworker. |
Adding a Delegate
NOTE: the only reason to
use the Delegate feature is when one person needs to place & accept appointments
&/or send mail for someone else. If you send mail for another person,
the recipient will see that the mail was sent "on behalf of" the person who
made you a Delegate. |
Boss/coworker needs to log
into his/her own account & add a Delegate using the steps below:
- File tab > Info > Account Settings > Delegate Access.
- Click Add button in the
Delegates window.
- Find the person(s) add. To do
this, type the full name(s) in the Search box then hit Enter. Click OK when done.
- In the Delegate Permissions
window that appears, choose the permissions to grant. To allow your coworker
to place appointments on your calendar, you must give Editor Permissions to the Calendar. To allow others to manage your mail, you
must give Editor Permissions the Inbox. (In some cases, Author may be sufficient for managing the Calendar & Mail).
- Check the box, "Automatically
send a message to delegate summarizing these permissions."
- Click OK twice to save
your changes.
- Before your Delegate will be able
to see the Inbox in the Navigation Pane, you must also grant folder
visibility permissions on your username@auburn.edu folder:
- Right-click the folder > choose Folder permissions.
- Click Add button, select the person, click OK.
- Click Folder visible under Other.
- Click OK.
|
N/A |
Someone has made me a
Delegate to their account. What must I do to see the other person's Inbox to
help manage their mail? |
Adding an Account
NOTE: Using these steps in
cell on right will add the other person's account to your Navigation pane
& eliminate the need to open other user's folder repeatedly. |
- Click the File tab > Info > Account Settings > Account Settings...
- Select your email address listed on the E-mail tab under the Name column heading.
- Click the Change button.
- Click the More settings... button.
- Select the Advanced tab.
- Click the Add... button.
- In the Add mailbox window, type the other account's name or email address then click OK.
- Click OK > Next > Finish.
- Click Close.
Notes:
- When opening an Inbox as a
Delegate, you will only see the Inbox folder, not the subfolders.
- If you ever need to have 2
Outlook windows open at once so you can switch from your own Inbox/Calendar
to your boss's/coworker's Inbox/Calendar, right-click a folder &
select "Open in New Window."
- When sending mail on behalf of
your boss/coworker, you will need to display the From field
& add the person's name with these steps:
- Open
new message window > click Options > From
- Click From button > Other E-mail Address
- Enter
your boss's/coworker's name or address > OK
|
N/A |
Last Updated: Dec. 02, 2011