How to setup delegate access for ClockWork Outlook Sync

Overview

Once Clockwork is installed and working, staff may choose to set up the Outlook Sync functionality. To use this Outlook needs to have a delegate account added.

How-to add ClockWork delegate access to Outlook Sync account?

1. In the Outlook Ribbon bar, click on: File > Info > Account Settings > Delegate Access
2. In the delegate dialog box that pops up, select Add.                                                                                                                                                                 
3. Type the name of the person you want to designate as the delegate (please use ClockWork Appointment Sync). Click Add and then OK
4. In the Delegates Permission box in the next window Clockwork needs us to set up custom access for it to work. Clockwork REQUIRES Editor permissions for the Clockwork Delegate account. Without Editor permissions, a full sync cannot be achieved.
   • Calendar - Editor
   • Contacts - Editor
   • Tasks - Editor
   • Delegate receives copies of meeting-related messages sent to me - Uncheck
   • Delegate can see my private items - This option is up to you. Outlook Calendars items can be marked as Private and that is what this setting is referring to. 
      Note!

     It is very important to remove the check box beside "Delegate receives copies of meeting-related messages sent to me".

     
5. Click OK to save the settings.