Delegate Account Access via Outlook on a PC

Quick Link: | Video Tutorial |

How to Setup Delegate Account Access via the Outlook Desktop App on Windows

1. With Outlook open, go to the File menu and click on Account Settings.

2. Select 'Account Settings' from the dropdown menu
3. Make sure that your Exchange Account is highlighted in the list of account names under the 'E-mail' tab, then click 'Change'.

4. Next, click on the 'More Settings' button and then go to the Advanced tab.
   • Please take note of the settings selected in the image below as they are suggested for adding delegate accounts.
     • Turn 'Use Cached Exchange Mode' ON, and 'Download shared folder' OFF.
        

5. Click the 'Add' button and enter the username of the mailbox you wish to add, then click 'OK'.
6. Make sure the correct name is selected in the 'Check Name' window and click 'OK'.
7. Click Apply and OK, then click 'Next' and 'Close'.
8. You should be able to see the new mailbox on the side menu.
    

Congratulations! You can now access an additional mailbox while logged into your own exchange account.

If you can not access the folders you may not have the permissions to view them. The manager of the email box that you just added can give you permission for that mailbox.

Video Demonstration

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