Quick PC Instructions
Detailed PC Instructions
Outlook Web App Instructions
Mac Instructions (v. 15.26 and older)
Mac Instructions (v. 15.34 and newer)
Quick PC Instructions:
- Click File, the Account Settings drop-down menu, and choose Account Settings.
- Under the "E-mail" tab, choose your account, and then click Change.
- Uncheck Use Cached Exchange Mode
- Click More Settings..., click the Advanced tab, and then click Add.
- Type the name of the shared mailbox, and then click OK.
- Click OK, Next, and Finish.
Close the Accounts settings window, and the shared mailbox account will become available under your folder list on the left side of the screen.
Detailed PC Instructions
Step One: In the Outlook client, select File/Account Settings/Account Settings.
Step Two: Select your mailbox then Change
Step Three: Select More Settings
Step Four: Select the Advanced tab
Step Five: Then Add and enter the name of the shared mailbox and select OK
Step Six: Select Next
Step Seven: Then Finish and Close
Step Eight: Your shared mailbox will appear in your client on the left side as a shared folder.
Step Nine: To Send As, open a new email message and click on the From box to select the shared mailbox
Step Ten: Click OK and select the shared mailbox
Outlook Web App (OWA) Instructions
Step One: Log into outlook.office365.com with your personal account
To open another mailbox in a separate tab/window, click on your profile icon on the top right-hand side and select "Open another mailbox...". You will be prompted to enter the name of mailbox and confirm.
Step Two: To add a shared mailbox as an additional folder with OWA, right-click your name on the left-hand pane and select "Add shared folder". From there, enter the name of the shared mailbox and confirm.
Outlook for Mac Instructions (v. 15.26 and older)
Step One: Open the Outlook client and select Outlook on the Menu Bar and then select Preferences.
Step Two: Please select the Accounts option under Personal Settings.
Step Three: Select the + button on the lower left of the Accounts window.
Step Four: Select the Exchange option
Step Five: Enter the information for the Shared Mailbox similar to the image shown below. The email address will be the Shared Mailbox address, the credentials will be your personal username and password. (No need to add a domain, just your log in username) Then select Add Account button.
Step Six: Change the Account Description to the name of the Shared Mailbox.
Step Seven: The new exchange account will now look like so.
Step Eight: Now open Outlook Client and you will see the new Shared Mailbox in your Outlook folder list.
Outlook for Mac Instructions (v. 15.34 and newer)
Step One: Open the Outlook client and select Outlook on the Menu Bar and then select Preferences.
Step Two: Please select the Accounts option under Personal Settings.
Step Three: Select your personal account on the left. Click the Advanced button.
Step Four: Select the Delegates tab at the top. Under "People I am a delegate for" click the + sign
Step Five: Start to type the name of the SEM you are opening, select the correct one from the list, and click Add.
Step Six: Click Ok. Then close out of the Account window.
It may take a few minutes for the account to appear. If you've been granted access to the entire mailbox, you'll see it under Mail on the left side as a new account. If you've only been added to the calendar, you'll see it appear under the Calendars tab as a new calendar. If you do not see the new account after a few minutes, quit and re-open your Outlook client.