Outlook Client: Shared Departmental Mailbox Setup

Body

Introduction

This page contains instructions on how to manage department and organization mailboxes. Please note, if you are authorized in Exchange as the person managing the mailbox, you will be able to open the mailbox for that account as an additional mailbox in Outlook.

To access a departmental email account via a browser, please refer to the Exchange Online (Office 365): Shared Departmental Mailbox via a Browser article.

Note:

  • If you do not have access, please have an authorized user of the mailbox create a Help Desk Ticket requesting you access.
  • These instructions are not intended for users with the Outlook (new). Please use the Outlook client from the Office 365 suite to proceed with the instructions below.

This article is divided into different sections. Please click on the desired link to jump to that section:

Instructions

Adding Departmental Account

  1. Open Microsoft Outlook
  2. Click File tab at the top left side
    File tab
  3. Select Account Settings from Info tab and click Account Settings...
    Account Settings
  4. Select your exchange account under the E-mail tab
    Exchange Account
  5. Click Change
    Change
  6. Click More Settings
    More Settings
  7. Click the Advanced tab
    Advance Tab
  8. Click Add
    add button
  9. Type mailboxname in the Add mailbox field and click OK
    Add Mailbox
  10. Click OK
    ok button
  11. Click Next
  12. Click Finished
  13. Click Close

Granting Others Permission to a Folder

You must first grant permission to the mailbox.

  1. Right-click on the desired mailbox and click Data File Properties
    • Note: The permissions are not inherited. If you wish to give access to every folder in the mailbox, you must perform the following steps for the mailbox, and then repeat the steps for every folder inside the mailbox that you want them to have access to.
       
  2. Click Permissions tab and click Add
    Permissions
  3. Find the account in the Global Address Book and click Add
    Gloabal Reference Book
  4. Click OK
  5. Choose the level of permission using the down arrow next to Permission Level
    Permission Level
  6. Click OK
    ok button
  7. Repeat the above steps for each folder you want to grant access to

Sending Mail From Departmental Mailbox in Outlook

  1. Click New Email under Home tab
    New Email
  2. Click the Options tab
    Options
  3. Click From in the Show Fields group
    Show Fields
    • Note: The From line will appear on your new message screen (These steps only have to be done once. The next time you want to send a message, the From line will appear automatically.)
       
  4. Click From
    From button
  5. Select the account through the Global Address Book
    • Note: The account must be selected from the Global Address Book. If the account is typed in the From field, you will be unable to send mail from account. You can only send email from accounts that you have been granted access to by Exchange administrators. You cannot send email from an email account that you have been given access to by others.
       
  6. Compose the email as normal and click Send

Details

Details

Article ID: 3969
Created
Tue 3/8/22 9:56 AM
Modified
Fri 8/23/24 4:02 PM