Set up a Lync Meeting on behalf of someone else

Setting up a Lync Meeting on behalf of someone else, for example a manager, is similar to setting up one for yourself. First, the person you’re scheduling the meeting for needs to add you as a delegate in their Outlook calendar and in Lync. Then, you can set up Lync Meetings, start impromptu Lync Meetings, and start conference calls on behalf of that person.

Note:  To be or have a delegate, you must be using Outlook.

Get set up as a delegate

Note: You can designate up to 25 delegates, and you can act as a delegate for up to 25 delegators.

First, the steps below must be done by the person who is giving delegate access.

  1. In Outlook, click File > Account Settings > Delegate Access > Add.

  2. Find and add the name of the person who is going to be the delegate.

  3. Click the Calendar menu, and select Editor rights.

    For more information, see Allow someone else to manage your mail and calendar.

    Screenshot of adding delegate in outlook

Start a meeting or call as a delegate

As a delegate, you can access the calendar of the person you’re a delegate for and set up a Lync Meeting just like any other meeting. To schedule a Lync Meeting on behalf of someone you’re a delegate for, simply follow the steps at Set up a Lync Meeting.

As a delegate, you can also start an impromptu meeting, by using the Meet Now feature or a conference call for someone else.

Use Meet Now to start a Lync Meeting

  1. In the Lync main window, click the Options menu, and then click Show Menu Bar.

  2. On the menu bar, click Meet Now.

Screenshot of starting a meet now as a delegate

  1. Click the name of the person who has given you delegate access. This opens a meeting window.

  2. Pause on the people menu to invite participants. Invitees receive an alert that notifies them of a meeting request.

Start a conference call

  1. In your Contacts list, select the names of the invitees, including the person who has given you delegate access, by holding down the Ctrl key on your keyboard and clicking the names.

  2. Right-click the selection, and point to Start a Conference Call.

  3. Point to the name of the person who has given you delegate access, and then click Lync Call.

    Conference call alert

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