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Delegate Access / Shared Calendar / Shared Mailbox

Learn how Decisions supports Outlook Delegate Access, Shared Calendar, or Shared Mailbox for uses where multiple people collaborate on meetings and agendas, or when managing another persons calendar on behalf of them

Definitions

  • Outlook Delegate Access
    • Give someone permission to act on your behalf for your primary calendar and/or mailbox
    • "Person A gives delegate permission to Person B to create, respond, and update events and/or emails on behalf of Person A"
  • Shared Mailbox (Shared delegate access)
    • IT Admin created a shared mailbox (calendar and/or mailbox without a real user), and assigns access to one or more persons
    • "IT Admin creates a shared mailbox for the CEO Office, and assign Person A and Person B delegate permission to the shared mailbox, so they can manage the calendar and/or mailbox"
  • Shared Calendar (Edit access)
    • Give someone access to create, respond, and update events on your secondary calendar
    • "Person A creates an additional calendar to their primary calendar, and give edit permission to Person B, to manage events"

Supported Scenarios

Configuration        
  Delegate Access Shared Mailbox Shared Calendar
Calendar owner Person A  Person A  Shared Mailbox Person A
Calendar type Personal - Primary Personal - Primary Shared Mailbox Shared Calendar - Secondary
Given permission to Person B Person B Person B & Person C Person B
Permission type  Delegate  Delegate  Shared access (Delegate) Edit
Permissions  Send on behalf Read and Manage Send as &
Read and Manage
N/A
Can Person B see "Sharing and Permissions" Yes No Yes No
Configurable by Person A & IT Admin IT Admin IT Admin Person A
Meeting Events
Can Person B see calendar and events in Outlook Yes Yes Yes Yes
Can Person B see calendar and events in Teams calendar or Decisions Yes, if invited to meeting event
Can Person B see calendar and events in Web (Decisions) Yes, if invited to meeting event
Decisions Outlook Add-in
See Meeting Yes Yes Yes Yes
Create Agenda Yes Yes Yes Yes
Publish Agenda Yes Yes Yes Yes
Update Meeting Event with Agenda link  Yes Yes Yes Yes
Synchronize Meeting or Agenda details (DateTime, Attendees, etc,) Yes Yes Yes Yes
Decisions - Web
See Meeting Yes, if invited to meeting event
Create Agenda Yes, if invited to meeting event
Publish Agenda Yes, if invited or link to Agenda is shared with Person B or opened from Outlook
Update Meeting Event with Agenda link  Yes, if invited to meeting event
Synchronize Meeting or Agenda details (DateTime, Attendees, etc,) Yes, if invited to meeting event
Decisions - Teams
See Meeting Yes, if invited to meeting event
Create Agenda Yes, if invited to meeting event
Publish Agenda Yes, if invited to meeting event
Update Meeting Event with Agenda link  Yes, if invited to meeting event
Synchronize Meeting or Agenda details (DateTime, Attendees, etc,) Yes, if invited to meeting event

 

Requirements

Important: If you have deployed Decisions for Outlook (Meeting Secretary) via central deployment, you also need to update and re-approve permissions from Microsoft 365 Admin Center

  • Supported platform versions
  • Configuration for Delegate Access or Shared Calendar/Mailbox
    • If the Delegate Access or Shared Calendar/Mailbox have been configured on earlier platform versions of Windows or Office, you need to re-configure and re-apply the sharing and permissions again

Configuring Delegate Access or Shared Calendar/Mailbox

Use cases and functionality not (yet) supported

  • Updating the Calendar event from Decisions in Teams or Web
  • Receiving Suggested Topics (Or other notifications as Organizer) when the Organizer is via Delegate Access or Shared Calendar/Mailbox
  • Viewing events from Shared/Delegate Calendar when you are not invited

Troubleshooting

IT Admin