Outlook: Delegate Access - (Step 1) - Creating a Generic Profile in the Master Account for Delegate Access
Outlook: Creating an Email Profile in Outlook 2010 for Delegation access (a.k.a. Proxy Access). This step is performed from within the account that will be granting access (ie, the "master" account). You will be creating a generic profile that contains the access rights you will be sharing with those you select in the second stage of this process.
To create a new profile:
- Click on the Start button and then on Control Panel and you should see a window similar to the image below.
(NOTE: if you are using Windows 7 and your Control Panel, does not appear similar to below, locate the "View by:" field in the upper right of the Control Panel window and change the value to Large icons or Small icons).
- Click Mail and then Show Profiles
- Click Add…. The New Profile box will pop up
- You can type in the email account address you want to give access from and click ok. (in the example below we are using the name "firstname.lastname@example.org)
Note: If you receive an error message stating "Information service not installed on your comouter", simply cancel the process and try going to Start >> Control Panel >> Mail >> Show Profiles and see if the profile you created shows up. We have seen this and
going back in typically allows you to complete the process.
- The Add New Account wizard will come up. Fill in the following and then click Next:
- Email Name
- Email address
- Retype Password
- You will be prompted again for the password, use the same password you used above. When it is Finished, click Finish.
- When it is at this screen after you click Finish, you will want to change it to Prompt for Profile to Use and click Apply
- Close out of Microsoft Outlook and then reopen it. It should ask which account you want to login with. Choose the newly created account.
- You should now be able to continue to create Delegate Access:
Now that you have added this new mail profile are you looking to add Delegate (Proxy) Access to this account? If so, please follow this tutorial: Outlook - Setting up Delegate Access