Adding M365 Shared Mailboxes and Generic Accounts (that you log into with your personal username@uwaterloo.ca) - Outlook for Windows

Owned by Natasha Jennings
Last updated: Dec 17, 2024 by Palak Chauhan
6 min read

 

To add a shared mailbox it is necessary to have all of the following:

  • “Send-as” and/or full access permissions to all folders of the shared mailbox

  • Your own username requires permission to the shared mailbox. You will login using your own credentials. (Your department IT support can help you request access.)

  • Permissions on Windows Nexus computers become effective the next time you log onto the machine after the mailbox permission change has been made. You may need to log out from your Nexus account on the machine and then log in again to add the account and access the mailbox.

Contact IST Service Desk if your account does not meet the above requirements.

Not what you’re looking for? Try Adding a shared mailbox to Outlook for Windows - Instructions for Connect Shared Mailboxes

 For more information, please also see the article Working with Generic and Shared Mailboxes

NOTE: If you are using new Outlook please follow this steps: Adding M365 Shared Mailbox in New Outlook | Adding a shared mailbox to new Outlook

Adding a shared mailbox to Outlook

  1. Open Outlook.

  2. Click on the File tab in the ribbon.

  3. Click on the + Add Account button.

  4. Type the 8-character username of the shared mailbox @uwaterloo.ca (i.e. sharenam@uwaterloo.ca), then click Connect button.

     

  5. Click the Back button at the window prompting you to type the password for the shared mailbox email address. Do not enter a password here as you will use your own credentials for authentication (as described in #6) .

     

  6. Edit the username to match your own 8-character username@uwaterloo.ca* (i.e. myuserna@uwaterloo.ca), then click the Next button.
    *Be sure to use your own username@uwaterloo.ca and not a friendly email address.

     

  7. Enter your password and then click the Sign in button.

     

  8. Complete the DUO 2-Factor Authentication.

     

  9. Click the Done button.

10.  Quit/close the Outlook app and then relaunch to access the mailbox.

Disable the Offline Cache for the Shared Mailbox

When managing a shared mailbox in Outlook, it's crucial to disable the offline cache. This forces Outlook to operate in "Working Online" mode, ensuring real-time synchronization with the email server.

Why It's Important:

  • Prevent Duplicate Responses: By default, Outlook caches emails, meaning changes like marking messages as "read" can be delayed. This could result in two users responding to the same email if the status doesn’t update for up to 5 minutes.

  • Avoid Calendar Conflicts: Sync delays can lead to calendar edits being lost or cause overlapping meetings if two users make updates at the same time. Disabling the cache ensures immediate saving of changes, preventing these conflicts.

How to disable offline Cache:

  1. Click the File tab at upper-left of the Outlook window.

  2. Click the square Account Settings button, then click Account Settings… from the top of the drop-down menu list that appears.

  1. Double-click on the shared mailbox email address in the Email Accounts field near the center of the Outlook Settings window.

  1. Uncheck Use Cached Exchange Mode to download email to an Outlook data file.

  2. Click the Next button at lower-right.

  1. Click the Done button at the Outlook prompt: “Account successfully updated. You need to restart Outlook for these changes to take effect.”

  1. Close the Accounts Settings window and then close the Outlook desktop app. Wait about 5-10 seconds and then open the application.

  2. To access the Shared Mailbox folders; scroll down the folder navigation list (the left column of the Outlook window) to locate the account that was added. Click on the arrow at the left of the account name to expand the folder list.

Adding a shared mailbox to Classic Outlook using Windows 11

NOTE: Windows 11 currently defaults to use Outlook (New), if you want to use Outlook classic follow below steps and add shared mailbox:

  1. Type “ Outlook ” into the search field on the Taskbar and then select “ Outlook (Classic) > Open ” from the search results.

  1. Once Outlook (Classic) is open on a Windows 11 machine the setup of a shared account follows EXACTLY the same steps as described for Windows 10.

  2. Pin Outlook (Classic) to your Taskbar and set it as the default email application.

  3. Click File at top, then Account Settings, and Account Settings again.

  1. Select your own UW email. Click Change button above it.

  1. Click More Settings, then Advanced tab.

  1. Beside the "Open these additional mailboxes", click Add button.

  1. Type in the email address, ex. sharedemail@uwaterloo.ca

  1. Click OK, Apply, and OK again (Outlook might freeze a bit while it loads).

  1. Click Next, Done, then restart Outlook.

To send email:

  1. In the compose message window, click From menu and pick Other Email Address.

  1. Type in the address, ex. sharedemail@uwaterloo.ca and click ok.

 

 

To learn more, please refer to the article https://support.microsoft.com/en-us/office/open-and-use-a-shared-mailbox-in-outlook-d94a8e9e-21f1-4240-808b-de9c9c088afd

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