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| How do I access another user’s inbox, contacts, tasks, etc.? |
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In order to view the resources of another user, they must first grant you
the permission to do so. For privacy and security concerns, this is recommended
only if absolutely necessary and agreed to by both parties.
Actions required on the user’s PC:
After an initial set of steps to open up permissions for the top-level
mailbox, permissions can be granted for an inbox, tasks, journal notes, etc. using
a manual process or delegates. Both are shown below.
- Open Outlook.
- Enter the email address and
password if prompted to login.
- Right-click Mailbox - <Display Name> in
the left navigation and choose Properties.
- Select the Permissions tab and click the Add… button.
- Click to select/highlight the
name of the user you would like to allow access and click OK.
- Select the permission level Reviewer from the drop-down box and
click OK.
Now that permissions are configured for the top-level
mailbox, you must grant permission to each desired area (i.e., inbox, tasks,
etc.).
Manual Process - Right-click the folder (i.e., Inbox) you would like to
grant access in the left navigation and choose Properties.
- Select the Permissions
tab and click the Add… button.
- Click to select/highlight the name of the user you
would like to allow access and click OK.
- Select the appropriate permission level from the
drop-down box and click OK.
Using Delegates - Go to Tools>Options…
- Select the Delegates
tab and click the Add… button.
- Click to select/highlight the name of the user you
would like to allow access and click OK.
- A dialog box will appear with various resources and
their associated permissions. Select the appropriate permission level using the
provided drop-down boxes and check boxes, then click OK.
- Click OK to
close the options and complete the configuration.
Actions required on your PC:
- Open Outlook.
- Enter the email address and
password if prompted to login.
- Go to Tools>E-mail Accounts…
- Ensure View or change existing e-mail accounts is selected and click Next.
- Click the Change… button.
- Click the More Settings… button.
- Select the Advanced tab and click the Add… button.
- Enter the full email address
of the user you would like to view (i.e., asmith@domain.com) and click OK.
- Click OK.
- Click Next, then Finish.
- Once these steps are
completed, you should be able to see the additional mailbox in the left
navigation.
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