it.ucsf.edu

Managing a Resource Account

mark bering's picture

Use the full Outlook desktop client to set up the resource account delegate permissions.

NOTE: To prevent accidental corruption or loss of resource account events,
it is strongly recommended that there be only one account delegate at a time.

  1. Launch Outlook;
  2. Click on the Profile name drop-down menu;

 

  1. Select the resource account from Profile name drop-down menu;
  2. Click the OK button;

 

  1. When prompted, enter the resource account username and password
    (place the correct domain {UCSFMC, SOM, UDAR or Campus}
    in front of the username, using the domain\username format);
  2. Click the OK button;

 

  1. When Outlook opens, click on the File menu tab;
  2. Select Account Settings from within the Info function;
  3. Select Delegate Access from the drop-down menu;

 

  1. Click on the Add button to set up someone as the resource account delegate;

 

  1. Enter the name of the account delegate into the GAL Search field
    (use the standard lastname, firstname format for the GAL search);
  2. Double-click on the name of the account delegate from the GAL listing
    (or select the name of the delegate from the GAL listing and click the Add button);
  3. Click the OK button;

 

The Delagate Permissions window will appear.

  1. Select the appropriate permissions for the delegate;
  2. Click the OK button;

The delegate that you added will appear in the listing in the Delegates window.

  1. Click the OK button;

 

You have successfully set up the resource account delegate.

  1. Quit out of Outlook.

 

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