FirstBank OnBoarding Manual - Flipbook - Page 127
DELEGATES PERMISSIONS
Setting Permissions for a Delegate:
Once you’ve selected a delegate, you need
to set the level and type of permission that
delegate should have.
To Set Permissions:
1. Click File > Info > Account Settings > Delegate
Access. The Delegates dialog box will pop up.
2 Click Add and select the delegate. The
Delegate Permissions window will pop up.
3. For each item (e.g. Calendar, Tasks, Inbox)
select the level of permission you want to
grant.
• None: delegate cannot access this feature
of your account.
• Reviewer: delegate can read items.
• Author: delegate can read and add items.
• Editor: delegate can read, modify and add
items.
4. Click OK.
5. Click OK again.
Note: Emails and other items sent by a delegate will be
displayed as from the delegate on behalf of your name.
For example, From: Joe Bloggs on behalf of Janet Smith.
In order to have a delegate send an email as if they
were you (i.e. without ‘Joe Bloggs on behalf of’), full
permissions must be set up by your User Support Team.
126
Onboarding Manual
Confidential. Property of FirstBank. Not for Distribution.
