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REQUEST SEND-AS PERMISSION FOR ANOTHER ACCOUNT

CALENDAR DELEGATION - DONE FROM THE CALENDAR OWNER’S ACCOUNT

Gmail & Calendar Delegation

Quick Reference Guide

Delegation is a way to provide access to a secondary email account. Let’s get started!

DELEGATE ACCESS TO YOUR ACCOUNT

  1. From Gmail, click on the Settings icon
  2. Click See all settings
  3. Go to the Accounts tab
  4. In the Grant Access to your account section (4th section from the top of the page), click Add another account
  5. Enter the email address of your delegate into the pop-up window, then choose Next Step >>
  6. On the next page, click Send email to grant access
  7. Your delegate will receive an email notifying them that you have granted them access to your account, along with a link to accept the request
  8. Ensure the delegate accepts the request by clicking the link

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  1. From Calendar, click on the Settings icon and choose Settings from the drop-down menu
  2. On the left-side menu, under Settings for my calendars, choose the delegated account’s name/calendar title from the list
  3. Scroll down to Share with specific people
  4. Click + Add people
  5. Type the delegate’s name or email address in the pop-up window, and in the Permissions drop-down menu, choose
    1. Make changes and manage sharing (recommended): grants full access; the delegated account’s calendar appears under My Calendars and the delegate has the ability to grant access to others
    2. Make changes to events - the delegate has the ability to schedule and respond to events, only

For the Delegate:

Once a mailbox has been delegated, you can access the delegated email by clicking the “account button” in the top-right corner of the Gmail home screen (see right 1) and clicking the delegated email account from the drop down menu (see right 2).

The delegated email inbox will open in a new tab. You will now have full access to your delegated account’s mail, including the ability to read their incoming mail and respond on behalf of the delegated account.

Note: When you send mail from the delegated accounts delegated mailbox it is received from “you” on behalf of the delegated account (see below)

For the delegate:

Once a calendar has been successfully delegated there is one more very important step. The delegate should now go in and subscribe to notifications of that delegated accounts calendar. To do this:

  1. From the delegate’s Calendar, click to open the Settings
  2. On the left-side menu, under Settings for my calendars, choose your delegated account’s name from the list
  3. Scroll down on the Calendar Settings page to the Other notifications section
  4. Choose Email in the drop-down menu next to items you wish to be notified about
  1. The delegate will receive an email notification that your calendar has been shared with them, along with a link they need to click to Add this calendar

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  1. From Gmail, click on the Settings icon
  2. Click See all settings
  3. Go to the Accounts tab
  4. In the Send mail as section (2nd section from the top), click Add another �email address (see right)
  5. Enter the delegated account’s name in the Name field and the delegated account’s email address into the Email address field
  6. Uncheck Treat as an alias if your Exec wants their emails to appear with a sent

on behalf of notice. If you leave this checked, emails will appear as sent directly by the delegated account.

  • Click Next Step >>
  • Choose Send Verification
  • Your delegated account will receive an email containing a verification code - they will �need to send you the verification code
  • Input the verification code to complete the process

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To send mail on the delegated account’s behalf: Now, in the message composition window, you can select your address or the delegated account’s email address to send mail from in the new From field (see right)