Key takeaway: Delegation is how people legitimately work in someone else's mailbox without ever knowing their password. Exchange Online splits it into separate permissions (Full Access, Send As, Send on Behalf, and calendar and folder rights), and choosing the wrong one gives too much, too little, or the wrong "from" line on messages. Beyond assistants, admins use delegation for leaver mailboxes, break-glass investigations, shared resources, and compliance reviews. This guide covers the permission model, the commands, group design, auditing, limits, and the mistakes that cause lost mail and security gaps.
In This Article
- The Permission Model
- Where Each Pattern Fits
- Full Access in Depth
- Send As and Send on Behalf in Depth
- Folder-Level Delegation
- How Delegates Use the Mailbox
- What Owners Can Do Themselves
- Design: Grant Through Groups
- Delegation for Leavers and Investigations
- Review and Audit Delegation
- Removing Access
- Security Considerations
- How to Check It Worked
- Troubleshooting
- A Short Decision Guide
The old way to cover for a colleague was to give them your password. That cannot be audited, it breaks MFA, it cannot be revoked without a password change, and it makes it impossible to tell who did what. Delegation replaces it with explicit, reviewable, revocable rights.
The Permission Model
Four separate controls exist, and they are independent:
| Permission | What it allows | What it does not allow |
|---|---|---|
| Full Access | Open the mailbox, read, move, and delete mail, and see all folders | Sending as the owner |
| Send As | Send mail that looks like it came directly from the owner | Reading the mailbox |
| Send on Behalf | Send mail marked "*Delegate* on behalf of *Owner*" | Reading the mailbox |
| Folder permissions (calendar, inbox, contacts, tasks) | Specific rights to a folder, from reviewer to owner | Anything outside the folder |
Two things surprise people. First, Full Access does not let you send as the owner; add Send As or Send on Behalf. Second, Send As and Send on Behalf do not let you read the mailbox; add Full Access or inbox rights.
Where Each Pattern Fits
| Scenario | Permissions to grant | Why |
|---|---|---|
| Executive assistant | Full Access, Send on Behalf, calendar delegate (Editor with delegate flag) | Reads and answers mail and manages the calendar, and recipients see it was the assistant |
| Role address (support@, hr@) | Full Access and Send As, via a group | See shared mailboxes |
| Coverage during leave | Full Access, time-limited | Colleague handles mail for a few weeks |
| Manager access to a leaver's mailbox | Full Access on the converted mailbox | Business continuity and handover |
| Investigator or compliance reviewer | Full Access, or Content Search through Purview, with approval | Leaves an audit trail; prefer Purview for formal reviews |
| Calendar-only help | Calendar delegate | Least privilege |
| Read-only visibility | Inbox folder permission *Reviewer* | See mail without moving or deleting |
| Service or application | Application access policy, not a user delegate | Limits an app to specific mailboxes |
The principle is least privilege: give the smallest permission that does the job, for the shortest time.
Full Access in Depth
Full Access gives the delegate the entire mailbox, not individual folders. By default it applies to all folders (-InheritanceType All).
Add-MailboxPermission -Identity jsmith@contoso.com -User asmith@contoso.com `
-AccessRights FullAccess -InheritanceType All -AutoMapping $trueAuto-mapping adds the mailbox to the delegate's Outlook automatically. It is convenient, but it can cause trouble: a large mailbox loads in the background and slows Outlook, and a delegate with Full Access to many mailboxes gets a crowded folder list. Turn it off when the delegate does not need constant access:
Add-MailboxPermission -Identity jsmith@contoso.com -User asmith@contoso.com -AccessRights FullAccess -AutoMapping $falseA delegate who only needs the mailbox occasionally can add it themselves in Outlook on the web: click their name in the folder pane, Open another mailbox.
Auto-mapping and groups. When you grant Full Access to a *group*, the mailbox does not auto-map for its members. Grant to individuals for auto-mapping, or have group members add the mailbox manually.
Removing auto-mapping later. Removing the permission removes the mapping, but it can take time to disappear from Outlook; a restart or profile refresh may be needed.
Send As and Send on Behalf in Depth
# Send As: messages show only the owner's address
Add-RecipientPermission -Identity jsmith@contoso.com -Trustee asmith@contoso.com `
-AccessRights SendAs -Confirm:$false
# Send on Behalf: messages show "Alex Smith on behalf of Jane Smith"
Set-Mailbox -Identity jsmith@contoso.com -GrantSendOnBehalfTo @{Add="asmith@contoso.com"}Choosing between them.
- Use Send As when the recipient should not know a delegate exists, for example a role address like
support@. It is also the right choice for automation and shared mailboxes. - Use Send on Behalf when openness matters, such as an assistant sending for an executive. The recipient sees both names, and replies go to the owner.
- Do not grant both to the same person. If both exist, Send As wins, and the "on behalf of" text never appears.
Where the sent mail is saved. By default, mail sent as or on behalf of another mailbox is saved in the *sender's* Sent Items. For a shared mailbox, enable copying to the shared mailbox (MessageCopyForSentAsEnabled, MessageCopyForSendOnBehalfEnabled) so the owner sees what was sent. For a person's mailbox, decide whether the owner should see the delegate's replies and set it accordingly.
Time to apply. Send As changes can take a while, sometimes an hour or more, to take effect. Test before the person depends on it.
Folder-Level Delegation
Folder permissions let you delegate calendar, inbox, contacts, or tasks without opening the whole mailbox.
| Role | Rights |
|---|---|
| Owner | Everything, including permissions |
| PublishingEditor | Create, edit, delete all items, and create subfolders |
| Editor | Create, edit, delete all items |
| PublishingAuthor | Create items and subfolders, edit and delete own |
| Author | Create items, edit and delete own |
| NonEditingAuthor | Create items, delete own |
| Reviewer | Read only |
| Contributor | Create items only |
| None | No access |
# Calendar delegate: edit rights, receives meeting requests, can see private items if allowed
Add-MailboxFolderPermission -Identity "jsmith@contoso.com:\Calendar" -User asmith@contoso.com `
-AccessRights Editor -SharingPermissionFlags Delegate
# Let the delegate see private items too (only if appropriate)
Add-MailboxFolderPermission -Identity "jsmith@contoso.com:\Calendar" -User asmith@contoso.com `
-AccessRights Editor -SharingPermissionFlags Delegate,CanViewPrivateItems
# Read-only access to the Inbox
Add-MailboxFolderPermission -Identity "jsmith@contoso.com:\Inbox" -User asmith@contoso.com -AccessRights ReviewerRules to remember:
- To change an existing permission, use
Set-MailboxFolderPermission.Add-fails if one already exists. - Permissions on a parent folder do not automatically apply to child folders for Inbox; you may have to grant on subfolders.
- The
Delegateflag matters. A calendar *Editor* without the flag can edit the calendar but does not receive meeting requests on the owner's behalf. - In non-English mailboxes the folder is not named "Calendar". Find it with
Get-MailboxFolderStatistics jsmith@contoso.com -FolderScope Calendar. - Private items stay hidden from delegates unless you grant that right. Remind owners to mark sensitive items as private.
How Delegates Use the Mailbox
Outlook for Windows. The mailbox appears under the delegate's own (if auto-mapped). To open another mailbox manually: File, Open & Export, Other User's Folder. To send as: in a new message, show the From line (Options, From) and type the owner's address. Replies to the owner's mail can be sent from the owner's address.
Outlook on the web. Right-click your mailbox in the folder pane and choose Add shared folder or mailbox. When composing, click From to choose the address. The first time, you may need to add it manually.
Mobile. Delegate access in Outlook mobile is limited. Test it before promising it, because the experience depends on the app version and the permission type.
Meeting requests. An owner can choose, under File, Account Settings, Delegate Access, whether meeting requests go only to the delegate, to both, or only to the owner. The delegate should handle responses on the owner's behalf.
What Owners Can Do Themselves
Owners can delegate without an admin:
- Outlook for Windows: File, Account Settings, Delegate Access, Add, choose the person, set permission levels for Calendar, Tasks, Inbox, Contacts, and Notes, and tick whether the delegate sees private items.
- Outlook on the web: Settings, Calendar, Shared calendars to share the calendar, and Settings, Mail, Accounts, Delegate access (where available) to grant mailbox rights.
Admin-managed rights are better for auditing, because they are visible in PowerShell and can be reviewed centrally. Owner-granted rights can be invisible to IT unless you query for them.
Design: Grant Through Groups
Granting by person creates a mess when roles change. Use security groups:
New-DistributionGroup -Name "EA-JSmith" -Alias ea-jsmith -Type Security -Members asmith@contoso.com
Add-MailboxPermission -Identity jsmith@contoso.com -User "EA-JSmith" -AccessRights FullAccess -AutoMapping $false
Add-RecipientPermission -Identity jsmith@contoso.com -Trustee "EA-JSmith" -AccessRights SendAs -Confirm:$falsePros: one change adds or removes a person, access reviews are easier, and you can use dynamic or Entra groups tied to HR data. Cons: no auto-mapping for group-based Full Access, and nested groups can be hard to trace. Document the group name and owner in your records.
For larger environments, use Microsoft Entra access reviews on the groups so owners must confirm membership regularly.
Delegation for Leavers and Investigations
- Leaver handover. Convert the mailbox to a shared mailbox, grant Full Access to the manager, and set an automatic reply. The full pattern, including licensing and holds, is in our shared mailbox guide.
- Investigations. Do not use Full Access to browse a user's mailbox for an HR or legal reason. Use Content Search or eDiscovery in Microsoft Purview, which is permissioned, scoped, and audited. See recovering deleted email.
- Break-glass access. If an admin must open a mailbox urgently, grant time-limited Full Access with a ticket number, and remove it afterwards.
- Temporary access. Add an expiry to your process: set a calendar reminder, or script removal. Exchange does not expire Full Access by itself.
Review and Audit Delegation
# Who has Full Access (excluding the owner and inherited system entries)
Get-MailboxPermission -Identity jsmith@contoso.com |
Where-Object { $_.User -ne "NT AUTHORITY\SELF" -and -not $_.IsInherited -and $_.AccessRights -contains "FullAccess" } |
Select User, AccessRights
# Who has Send As
Get-RecipientPermission -Identity jsmith@contoso.com | Where-Object { $_.Trustee -ne "NT AUTHORITY\SELF" }
# Who has Send on Behalf
Get-Mailbox jsmith@contoso.com | Select -ExpandProperty GrantSendOnBehalfTo
# Calendar and Inbox permissions
Get-MailboxFolderPermission -Identity "jsmith@contoso.com:\Calendar"
Get-MailboxFolderPermission -Identity "jsmith@contoso.com:\Inbox"To find every mailbox a person can open:
Get-Mailbox -ResultSize Unlimited | Get-MailboxPermission -User asmith@contoso.com |
Where-Object { -not $_.IsInherited } | Select Identity, AccessRightsThis is slow on large tenants; run it in batches or use the audit log. Review executive, finance, HR, and shared mailboxes on a schedule, and always when someone changes role. Mailbox auditing records delegate actions, so you can see what a delegate did:
Search-MailboxAuditLog -Identity jsmith@contoso.com -LogonTypes Delegate -ShowDetails `
-StartDate (Get-Date).AddDays(-7) -EndDate (Get-Date) | Select LastAccessed, LogonUserDisplayName, Operation, FolderPathNameRemoving Access
Remove-MailboxPermission -Identity jsmith@contoso.com -User asmith@contoso.com -AccessRights FullAccess -Confirm:$false
Remove-RecipientPermission -Identity jsmith@contoso.com -Trustee asmith@contoso.com -AccessRights SendAs -Confirm:$false
Set-Mailbox -Identity jsmith@contoso.com -GrantSendOnBehalfTo @{Remove="asmith@contoso.com"}
Remove-MailboxFolderPermission -Identity "jsmith@contoso.com:\Calendar" -User asmith@contoso.com -Confirm:$falseRemoving a permission may leave the mailbox in the former delegate's Outlook for a while, until the next refresh.
Security Considerations
- A delegate's account compromise exposes every mailbox they can open. Protect delegates with MFA and review their reach.
- Do not grant Full Access to admin accounts for daily use. Use separate admin accounts.
- Delegates can create inbox rules in the owner's mailbox. Include that in your rule audits.
- Mark sensitive calendar items private and do not grant
CanViewPrivateItemsunless needed. - Avoid nested groups and dynamic groups for sensitive mailboxes unless you can see exactly who is in them.
- Consider an application access policy for automation instead of a user account with Full Access.
How to Check It Worked
- Ask the delegate to open the mailbox (allow up to an hour for propagation).
- For Send As, send a test message and check the recipient sees only the owner's address. For Send on Behalf, check that "on behalf of" appears.
- Confirm the delegate can edit the calendar and receives meeting requests as intended.
- Confirm a non-delegate cannot access it.
- Run the review commands and compare against the approved list.
Troubleshooting
| Symptom | Likely cause |
|---|---|
| Mailbox does not appear in Outlook | Auto-mapping disabled, group-based grant, or propagation delay. Add it manually or wait |
| "You do not have permission to send on behalf" | Only Full Access was given. Add Send As or Send on Behalf |
| Delegate can read but not send | Missing Send As or Send on Behalf |
| Delegate can send but cannot read | Missing Full Access or inbox rights |
| Calendar editable, but no meeting requests | The Delegate flag was not set |
Add-MailboxFolderPermission says an entry exists | Use Set-MailboxFolderPermission |
| Sent mail lands in the delegate's Sent Items only | Expected default; enable message copy for shared mailboxes |
| Access still works after removal | Cached Outlook profile or a second grant through a group |
| Mailbox loads slowly for a delegate | Auto-mapping of a very large mailbox. Disable auto-mapping and add it in the web client |
A Short Decision Guide
- Assistant for an executive: Full Access, Send on Behalf, calendar delegate.
- Team address: shared mailbox, group with Full Access and Send As.
- Cover for leave: Full Access with an end date and a reminder to remove it.
- Calendar only: folder permission with the delegate flag.
- Investigation: Purview, not Full Access.
- Automation: application access policy.
Related guides: shared mailboxes, sharing calendars, and access from anywhere.
Permission behavior, propagation times, and portal steps change, and I have not run these commands against your tenant. Test with a non-critical mailbox before changing an executive's. If you want help tidying delegation across a tenant, get in touch.