How do I add a functional/resource account in Outlook?

Overview

Resource and functional accounts are often required to allow for access to things like shared calendars or shared email accounts. This guide will help you add a resource or functional account to your Outlook desktop application on computers using the Windows operating system.

 

Outlook on the Web

It is highly recommended to bookmark and use Outlook web to access functional accounts. This can be done easily by using the web address: https://outlook.office.com/mail/account@uidaho.edu

For example: to access the department@uidaho.edu shared account, bookmark the address https://outlook.office.com/mail/department@uidaho.edu

 

Outlook for Windows / Mac

These steps can be used to add an account on the desktop versions of Outlook for Windows or Outlook for Mac.

Step 1: Add a new account

  • In Outlook, click the File tab.

Click the "File" tab.
Screenshot of the file tab highlighted in Outlook.

  • Click the Add Account button, and an Add New Account dialog box will open.

Click "Add Account."
Screenshot of the file menu with "Add Account" highlighted.

 

  • Enter the following details:
    • E-mail Address or a functional account you want to add: functionalaccount@uidaho.edu (Ex: vandal@uidaho.edu)
    • Click "Advanced Options" then checkmark "Let me set up my account manually"
    • Click on connect.

Image of outlook email entry text box.

  • A new page should appear for "Advanced Setup" select "Outlook.com"

Image of advanced setup window.

  • On the new page, you'll see the email address you just entered and enter a password. Here, you'll click on "Sign in with another account" to continue.

Image of password entry textbox.

  • You will then be prompted for a Username and Password. You'll use your own U of I account information here.
    • Note: This will auto-populate with the functional account details. Please remove the current email and follow the steps below.
    • User name: yourusername@uidaho.edu
    • Click the Next button to continue.

Image of typical sign in window

  • You will be prompted to enter a password. Use your @uidaho.edu password and click the Sign In button.
  • You'll be prompted for a duo request or hardware token number. Accept the duo request or enter the requested number from the token.

Image of Duo Mobile Push notification.

  •  Select the Done button, wait for 10 minutes, and close and reopen Outlook.

IMPORTANT: It might take a while for the emails and folders of the account to populate after you restart Outlook. Please allow some time for Outlook to populate the account content. 

Image of outlook message

 

 

 

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