Outlook - Calendar Delegation Setup Tutorial

Discover how to set up calendar delegation in Outlook to allow others to manage your schedule and meetings. Learn the various permission levels available, from viewing availability to full event management. Ensure effective calendar management by selecting the appropriate permissions. Watch now to master calendar delegation in Outlook!

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Objectifs :

This tutorial aims to guide users on how to set up calendar delegation in Outlook, enabling another person to manage their schedule and meetings effectively.

Chapitres :

  1. Introduction to Calendar Delegation in Outlook
    In this tutorial, we will demonstrate the process of setting up calendar delegation in Outlook. This feature allows someone else to manage your schedule and meetings, which can be particularly useful in a professional setting.
  2. Accessing the Calendar Settings
    To begin, navigate to your calendar in Outlook. You have two options to access the sharing and permissions settings: - **Right-click** on the calendar you wish to delegate and select **Sharing and Permissions**. - Alternatively, click the **Share** button located in the ribbon at the top of the screen. Both methods will open the sharing and permissions window.
  3. Adding a Delegate
    In the sharing and permissions window, you will need to add the email address of the person you want to delegate your calendar to. From the dropdown menu, you will see several permission options to choose from:
  4. Permission Levels Explained
    The following permission levels are available: - **Can view when I’m busy**: This option allows the delegate to see your availability without any details. - **Can view titles and locations**: The delegate can see the titles and locations of your meetings but not the details. - **Can view all details**: This permission allows the delegate to view full event details without editing rights. - **Can edit**: The delegate can make changes to your events. - **Delegate**: This option grants the delegate full control, allowing them to manage your calendar and respond to invites on your behalf. Choose the appropriate permission level based on the tasks you want the delegate to handle.
  5. Finalizing the Delegation
    Once you have selected the desired permissions, click the **Share** button. The person you have delegated your calendar to will receive an invitation email to accept access to your calendar. Ensure that they have the right permissions for effective calendar management, especially if you select the delegate role for full control.
  6. Conclusion
    You have now learned how to delegate calendar management in Outlook. This feature can significantly enhance collaboration and efficiency in managing schedules and meetings.

FAQ :

What is calendar delegation in Outlook?

Calendar delegation in Outlook allows you to grant another person permission to manage your calendar, including scheduling meetings and responding to invites on your behalf.

How do I set up calendar delegation in Outlook?

To set up calendar delegation, go to your calendar, right-click on it and select 'Sharing and Permissions', or click the 'Share' button in the ribbon. Then, add the person's email and choose the appropriate permission level before clicking 'Share'.

What are the different permission levels I can assign?

You can assign several permission levels: 'can view when I'm busy', 'can view titles and locations', 'can view all details', 'can edit', and 'delegate', which allows full management of your calendar.

What happens after I share my calendar?

After you share your calendar, the person you delegated will receive an invitation email to accept access to your calendar.

Can I revoke calendar delegation permissions?

Yes, you can revoke calendar delegation permissions by going back to the 'Sharing and Permissions' settings and adjusting the permissions or removing the user entirely.

Quelques cas d'usages :

Administrative Support

An executive can delegate their calendar to an administrative assistant, allowing the assistant to schedule meetings, manage appointments, and respond to invitations, thereby improving the executive's productivity.

Team Collaboration

In a project team, a team leader can delegate their calendar to a project coordinator, enabling the coordinator to manage team meetings and ensure all members are informed of schedule changes.

Work-Life Balance

A manager can delegate their calendar to a trusted colleague during vacation, ensuring that urgent meetings are handled and that the manager's time off is respected.

Event Planning

An event planner can delegate their calendar to a team member to manage the scheduling of various events, allowing for better organization and time management.

Client Management

A sales representative can delegate their calendar to a sales assistant, allowing the assistant to schedule client meetings and follow-ups, which can enhance client relationships and sales efficiency.

Glossaire :

Calendar Delegation

A feature in Outlook that allows one user to grant another user permission to manage their calendar, including scheduling and responding to meetings.

Outlook

A personal information manager from Microsoft, primarily used as an email application but also includes calendar, task manager, contact manager, note-taking, journal, and web browsing.

Sharing and Permissions

Settings in Outlook that allow users to control who can view or edit their calendar and to what extent.

Permission Levels

Different levels of access that can be granted to another user for managing a calendar, including options like 'can view when I'm busy', 'can view titles and locations', 'can view all details', 'can edit', and 'delegate'.

Delegate

A permission level that allows a user to manage another person's calendar and respond to invitations on their behalf.

résultat(s)
00:00:06
we'll demonstrate how to set up a calendar delegation in outlook
00:00:09
to allow someone else to manage your schedule and meetings.
00:00:13
First, go to your calendar
00:00:16
next. You can either
00:00:17
right, click the calendar. You want to delegate and select sharing and permissions
00:00:22
or click the share button in the ribbon.
00:00:25
Both options will open the sharing and permissions window.
00:00:29
Add the person's email. You want to delegate your calendar to
00:00:33
from the drop down. You'll see several options
00:00:36
can view when I'm busy only lets them see your availability,
00:00:40
can view titles and locations,
00:00:42
they can view your meeting details but cannot edit,
00:00:45
can view all details. They can view full event details,
00:00:48
can edit, they can edit your events,
00:00:51
delegate, they can manage your calendar and respond to invites on your behalf.
00:00:57
Choose the appropriate permission level based on the tasks you want them to handle.
00:01:01
Ensure they have the right permissions for effective calendar management,
00:01:05
particularly if you select the delegate role for full control.
00:01:09
Once the permissions are set, click share,
00:01:12
the person will receive an invitation email to accept access to your calendar.
00:01:17
And here we are, you now know how to delegate, calendar management in outlook.

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résultat(s)
00:00:04
Neste tutorial,
00:00:06
vamos demonstrar como configurar uma delegação de calendário no outlook
00:00:09
para permitir que outra pessoa gerencie a sua agenda e reuniões.
00:00:13
Primeiro, vá para o seu calendário
00:00:16
próximo. Também pode
00:00:17
à direita, clique no calendário. Pretende delegar e selecionar partilha e permissões
00:00:22
ou clique no botão de partilha na faixa de diálogo.
00:00:25
Ambas as opções abrirão a janela de partilha e permissões.
00:00:29
Adicione o e-mail da pessoa. Pretende delegar o seu calendário a
00:00:33
da lista suspensa. Vais ver várias opções
00:00:36
pode ver quando estou ocupado só permite que eles vejam a sua disponibilidade,
00:00:40
pode visualizar títulos e localizações,
00:00:42
podem ver os detalhes da sua reunião mas não podem editar,
00:00:45
pode ver todos os detalhes. Podem ver todos os detalhes do evento,
00:00:48
podem editar, podem editar os seus eventos,
00:00:51
delegar, eles podem gerir o seu calendário e responder a convites em seu nome.
00:00:57
Escolha o nível de permissão apropriado com base nas tarefas que deseja que eles realizem.
00:01:01
Garantir que têm as permissões certas para uma gestão eficaz do calendário,
00:01:05
especialmente se seleccionar a função de delegado para controlo total.
00:01:09
Assim que as permissões estiverem definidas, clique em partilhar,
00:01:12
a pessoa receberá um e-mail de convite para aceitar o acesso ao seu calendário.
00:01:17
E aqui estamos nós, agora sabe como delegar, gestão de calendário no outlook.

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résultat(s)
00:00:04
In questo tutorial,
00:00:06
dimostreremo come impostare una delega del calendario in Outlook
00:00:09
per consentire a qualcun altro di gestire il tuo programma e le tue riunioni.
00:00:13
Per prima cosa, vai al tuo calendario
00:00:16
successivo. Puoi farlo
00:00:17
con il pulsante destro del mouse, fai clic sul calendario. Vuoi delegare e selezionare condivisione e autorizzazioni
00:00:22
oppure fai clic sul pulsante di condivisione nella barra multifunzione.
00:00:25
Entrambe le opzioni apriranno la finestra di condivisione e autorizzazioni.
00:00:29
Aggiungi l'email della persona. Vuoi delegare il tuo calendario a
00:00:33
dal menu a discesa. Vedrai diverse opzioni
00:00:36
può visualizzare solo quando sono occupato consente loro di vedere la tua disponibilità,
00:00:40
può visualizzare titoli e località,
00:00:42
possono visualizzare i dettagli della riunione ma non possono modificarli,
00:00:45
possono visualizzare tutti i dettagli. Possono visualizzare i dettagli completi dell'evento,
00:00:48
possono modificare, possono modificare i tuoi eventi,
00:00:51
delegare, possono gestire il tuo calendario e rispondere agli inviti per tuo conto.
00:00:57
Scegli il livello di autorizzazione appropriato in base alle attività che desideri che gestiscano.
00:01:01
Assicurati che dispongano delle autorizzazioni giuste per una gestione efficace del calendario,
00:01:05
in particolare se si seleziona il ruolo di delegato per il pieno controllo.
00:01:09
Una volta impostate le autorizzazioni, fai clic su condividi,
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la persona riceverà un'email di invito ad accettare l'accesso al tuo calendario.
00:01:17
Ed eccoci qui, ora sapete come delegare, la gestione del calendario in Outlook.

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résultat(s)
00:00:04
В этом уроке
00:00:06
мы покажем, как настроить делегирование календаря в Outlook
00:00:09
чтобы кто-то другой мог управлять вашим расписанием и встречами.
00:00:13
Сначала зайдите в свой календарь
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следующий. Вы можете либо
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справа нажмите на календарь. Вы хотите делегировать полномочия и выбрать общий доступ и разрешения
00:00:22
или нажмите кнопку «Поделиться» на ленте.
00:00:25
Оба варианта откроют окно совместного доступа и разрешений.
00:00:29
Добавьте адрес электронной почты пользователя. Вы хотите делегировать свой календарь
00:00:33
из выпадающего списка. Вы увидите несколько вариантов
00:00:36
может просматривать только тогда, когда я занят, позволяет им видеть наличие свободных мест,
00:00:40
может просматривать заголовки и места,
00:00:42
они могут просматривать сведения о вашей встрече, но не могут редактировать,
00:00:45
могут просматривать все подробности. Они могут просматривать полную информацию о событии,
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могут редактировать, они могут редактировать ваши события,
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делегируйте, они могут управлять вашим календарем и отвечать на приглашения от вашего имени.
00:00:57
Выберите подходящий уровень разрешений в зависимости от задач, которые вы хотите, чтобы они выполняли.
00:01:01
Убедитесь, что у них есть необходимые разрешения для эффективного управления календарем,
00:01:05
особенно если вы выберете роль делегата для полного контроля.
00:01:09
Как только разрешения будут установлены, нажмите «Поделиться»,
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пользователь получит электронное письмо с приглашением принять доступ к вашему календарю.
00:01:17
И вот мы здесь, теперь вы знаете, как делегировать управление календарем в Outlook.

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résultat(s)
00:00:04
En este tutorial,
00:00:06
demostraremos cómo configurar una delegación de calendario en Outlook
00:00:09
para permitir que otra persona administre tu agenda y tus reuniones.
00:00:13
Primero, ve a tu calendario
00:00:16
siguiente. Tú también puedes
00:00:17
bien, haz clic en el calendario. Quieres delegar y seleccionar el uso compartido y los permisos
00:00:22
o haz clic en el botón de compartir de la cinta.
00:00:25
Ambas opciones abrirán la ventana de uso compartido y permisos.
00:00:29
Añade el correo electrónico de la persona. Quieres delegar tu calendario en
00:00:33
desde el menú desplegable. Verás varias opciones
00:00:36
puede ver cuando estoy ocupado, solo les permite ver tu disponibilidad,
00:00:40
puede ver los títulos y las ubicaciones,
00:00:42
pueden ver los detalles de su reunión pero no pueden editarlos,
00:00:45
pueden ver todos los detalles. Pueden ver todos los detalles del evento,
00:00:48
pueden editar, pueden editar tus eventos,
00:00:51
delegan, pueden gestionar tu calendario y responder a las invitaciones en tu nombre.
00:00:57
Elige el nivel de permisos adecuado en función de las tareas que quieres que se encarguen.
00:01:01
Asegúrese de que tengan los permisos correctos para una administración eficaz del calendario,
00:01:05
especialmente si seleccionas la función de delegado para tener el control total.
00:01:09
Una vez establecidos los permisos, haga clic en compartir,
00:01:12
la persona recibirá un correo electrónico de invitación para aceptar el acceso a tu calendario.
00:01:17
Y aquí estamos, ahora sabe cómo delegar la administración del calendario en Outlook.

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résultat(s)
00:00:04
In deze tutorial
00:00:06
we laten zien hoe u een agendadelegatie instelt in Outlook
00:00:09
zodat iemand anders uw planning en vergaderingen kan beheren.
00:00:13
Ga eerst naar je agenda
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volgende. Je kunt ofwel
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klik met de rechtermuisknop op de kalender. U wilt delen en machtigingen delegeren en selecteren
00:00:22
of klik op de deelknop in het lint.
00:00:25
Met beide opties wordt het venster voor delen en machtigingen geopend.
00:00:29
Voeg het e-mailadres van de persoon toe. Je wilt je agenda delegeren aan
00:00:33
vanaf de drop down. Je ziet verschillende opties
00:00:36
kan zien wanneer ik bezig ben, zodat ze alleen je beschikbaarheid kunnen zien,
00:00:40
kan titels en locaties bekijken,
00:00:42
ze kunnen uw vergaderingsgegevens bekijken, maar kunnen deze niet bewerken,
00:00:45
kan alle details bekijken. Ze kunnen de volledige details van het evenement bekijken,
00:00:48
kunnen bewerken, ze kunnen uw evenementen bewerken,
00:00:51
delegeren, ze kunnen uw agenda beheren en namens u op uitnodigingen reageren.
00:00:57
Kies het juiste machtigingsniveau op basis van de taken die u door hen wilt laten uitvoeren.
00:01:01
Zorg ervoor dat ze de juiste machtigingen hebben voor effectief agendabeheer,
00:01:05
vooral als u de gedelegeerde rol selecteert voor volledige controle.
00:01:09
Zodra de machtigingen zijn ingesteld, klikt u op delen,
00:01:12
de persoon ontvangt een uitnodigingsmail om toegang tot je agenda te accepteren.
00:01:17
En hier zijn we dan, u weet nu hoe u moet delegeren, agendabeheer in Outlook.

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résultat(s)
00:00:04
W tym samouczku,
00:00:06
pokażemy, jak skonfigurować delegację kalendarza w programie Outlook
00:00:09
aby umożliwić komuś innemu zarządzanie Twoim harmonogramem i spotkaniami.
00:00:13
Najpierw przejdź do swojego kalendarza
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następny. Możesz albo
00:00:17
po prawej stronie kliknij kalendarz. Chcesz delegować i wybrać udostępnianie i uprawnienia
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lub kliknij przycisk udostępniania na wstążce.
00:00:25
Obie opcje otworzą okno udostępniania i uprawnień.
00:00:29
Dodaj adres e-mail osoby. Chcesz delegować swój kalendarz do
00:00:33
od spadku. Zobaczysz kilka opcji
00:00:36
mogę wyświetlać, gdy jestem zajęty, tylko pozwala im zobaczyć twoją dostępność,
00:00:40
może przeglądać tytuły i lokalizacje,
00:00:42
mogą wyświetlać szczegóły spotkania, ale nie mogą edytować,
00:00:45
może wyświetlić wszystkie szczegóły. Mogą wyświetlić pełne szczegóły wydarzenia,
00:00:48
mogą edytować, mogą edytować Twoje wydarzenia,
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delegat, mogą zarządzać Twoim kalendarzem i odpowiadać na zaproszenia w Twoim imieniu.
00:00:57
Wybierz odpowiedni poziom uprawnień na podstawie zadań, które mają obsługiwać.
00:01:01
Upewnij się, że mają odpowiednie uprawnienia do skutecznego zarządzania kalendarzem,
00:01:05
zwłaszcza jeśli wybierzesz rolę delegata dla pełnej kontroli.
00:01:09
Po ustawieniu uprawnień kliknij opcję Udostępnij,
00:01:12
osoba otrzyma wiadomość e-mail z zaproszeniem, aby zaakceptować dostęp do Twojego kalendarza.
00:01:17
I oto jesteśmy, teraz wiesz, jak delegować zarządzanie kalendarzem w programie Outlook.

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résultat(s)
00:00:04
Ebben az oktatóanyagban
00:00:06
bemutatjuk, hogyan állíthat be egy naptárdelegációt az Outlook programban
00:00:09
hogy lehetővé tegye valaki más számára, hogy kezelje az ütemtervet és az értekezleteket.
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Először lépjen a naptárába
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következő. Vagy teheted
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jobb gombbal kattintson a naptárra. Meg szeretné delegálni és kiválasztani a megosztást és az engedélyeket
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vagy kattintson a szalagon található megosztás gombra.
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Mindkét lehetőség megnyitja a megosztás és az engedélyek ablakát.
00:00:29
Adja hozzá a személy e-mailjét. A naptárát át szeretné delegálni
00:00:33
a legördülőből. Számos lehetőséget fog látni
00:00:36
akkor nézhetem meg, ha elfoglalt vagyok, csak hagyja, hogy lássák a rendelkezésre állását,
00:00:40
megtekintheti a címeket és a helyeket,
00:00:42
megtekinthetik az értekezlet részleteit, de nem tudják szerkeszteni,
00:00:45
megtekintheti az összes részletet. Megtekinthetik az esemény teljes részleteit,
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szerkeszthetik, szerkeszthetik az eseményeket,
00:00:51
delegált, kezelhetik a naptárát, és válaszolhatnak a meghívásokra az Ön nevében.
00:00:57
Válassza ki a megfelelő engedélyszintet a kezelni kívánt feladatok alapján.
00:01:01
Győződjön meg róla, hogy megfelelő engedélyekkel rendelkezzenek a hatékony naptárkezeléshez,
00:01:05
különösen, ha a delegált szerepkört választja ki a teljes ellenőrzés érdekében.
00:01:09
Az engedélyek beállítása után kattintson a megosztás gombra,
00:01:12
a személy meghívót kap a naptárhoz való hozzáférés elfogadására.
00:01:17
És itt vagyunk, most már tudja, hogyan delegálhatja a naptárkezelést az Outlook programban.

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