Use this guide to set up email account delegation. Delegating accounts allows a team of people to manage or collaborate on a single organization or campaign-wide account with out sharing the username and password for it. For more information about why this is important, read Sharing Accounts 101. If you need instructions for how to delegate a social media account, you can find them here.
Gmail (including G Suite)
Go to the gear-shaped menu at top-right of screen and choose the “settings” from within that menu.
The settings page has a horizontal tab bar at the top. Choose the tab named “Accounts and import” or simply “Accounts”. There you will see an option to “Grant access to your account.”
If your Gmail account is part of an organizational G Suite account, the admin must first follow instructions to turn email delegation.
Microsoft allows you to choose from three different levels of access when delegating your email account to another person. You can give someone read-only permission (Reviewer), permission to create, delete and send items from your account (Author), and permission to edit and delete things that you've created in addition to items they’ve created (Editor). You can set up different permissions for different folders, or opt to allow the delegate to only view and respond to meeting requests.
Instructions for how you can set up a delegate are different, depending on how you are accessing your Office 365 mail. Note that no matter how you are accessing your email, in order to delegate your email to another person, you must have a Microsoft Exchange Server account, and the person you are delegating to must have an email listed in your organization’s Exchange Global Address List.
- If you access your Office 365 email through the Web App, meaning you use a web browser to sign in, follow these instructions.
- If you have a Windows computer, and access your email through an Outlook app on your desktop, follow these instructions.
- If you have a Mac, and access your email through an Outlook app on your desktop, follow these instructions.