Lync Delegate Permissions

I have been struggling with this one for a few days. Here is the issue:

A user gives a delegate access to their calendar, or full access to their mailbox. This is a pretty common scenario where a Boss and an Administrative Assistant (Delegate) have this relationship. In Outlook, it is really easy to delegate access. It is easy for the Delegate to book meetings on the Boss’ calendar after the permissions have been delegated.

However, now that the users involved have found the joys of Lync, the Boss would now like to have the Delegate create Lync Online Meetings for several meetings in the future. The Delegate tries to create an Online Meeting, and they get the ugly error as shown.

Delegate Issue 7

For search engines, I will spell it out here:

You do not have permissions to schedule online meetings on behalf of the owner of this account. Please contact the owner of the account to get delegate permissions in Lync.

Oh! This will be easy to fix. Yeah… not. OK, I take it back. It is easy to fix if your organization is using Enterprise Voice. As we know, there aren’t many large companies using Enterprise Voice, yet. That isn’t to say this won’t change in the future. Anyways, without Enterprise Voice configured for the users, fixing this so called Lync Delegate issue isn’t easy.

In my many Bing searches, I found lots of articles saying that the solution is simply to go into Tools, Options, Call Forwarding, and the use the Edit my delegate members link to add the delegate for Lync. Again, this is easy if the company has Enterprise Voice enabled and… hold that thought.

In this case, the Call Forwarding options are not available. I found several articles that said you just need to sync the Exchange delegate information with Lync and then you can access the options. So, going using the Lync PowerShell console, I ran the following:

Set-CsClientPolicy –EnableExchangeDelegateSync $True

Nope, that didn’t fix it. The Delegate still saw the error when trying to create an Online Meeting. The Boss still didn’t see the Call Forwarding option so he could add the delegate. After lots of digging, I found that, with Enterprise Voice enabled, you need to also set up delegation in the Voice Policy. So, back to PowerShell, and I ran the following:

Set-CsVoicePolicy –EnableDelegation $True

Yep, that fixed the issue. The Boss can, after restarting the Lync client, get the Call Forwarding options and set the Delegate as shown here:

image

Now that the Boss can get to the Call Forwarding options, he can click on Edit my delegate members. Once added, the Delegate gets the notification of the permissions being added.

Delegate Issue 4

The Delegate can then book Online Meetings for the Boss.

Thanks for holding that thought. Not only do you need Enterprise Voice, you need to have delegation enabled in the Voice Policy assigned to the individuals. Thought completed.

Well, here is the bad news. If you are using Remote Call Control or just can’t set up Enterprise Voice for these users, the minute you change their Telephony configuration, the whole Boss/Delegate thing goes out the window. The Call Forwarding options disappear and the delegated permissions also disappear. The settings do not stick.

So, to summarize, if you want to delegate the ability to schedule Lync Online Meetings for the Boss’ calendar, it requires Enterprise Voice and the Voice Policy setting.

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5 Responses to Lync Delegate Permissions

  1. Pingback: Weekly IT Newsletter – June 9-13, 2014 | Just a Lync Guy

  2. Jan-Willem says:

    Call me stubborn but I kinda know that there must be another way. I’m strugling with this, cause we don’t have Enterprise voice enabled and a (very) few do get the message in Lync that someone delicated him/her. I can’t figure out why a few do work. I’m not resting untill I figured it out and I will share it with you. There must be a Powershell command that can do this…

  3. Jan-Willem says:

    Yes, now I’m sure. You do not have to enable Enterprise Voice. A secretary got the mentioned error from your article. Our CO allready gave them the second highest permissions level on his Outlook Calendar. That was yesterday and it still did not work. Just a few minutes ago I checked with his secretary and haleluja she was able to make a online meeting! How come?…… I have no clue! 🙂
    Only thing we used is Set-CsClientPolicy –EnableExchangeDelegateSync $True but that was last week. Maybe the sync can take up to 24 hours?

  4. Jan-Willem says:

    Ok it’s working now. It’s kinda weird cause it’s pretty much the “normal” way to do it. Maybe it’s easy because we have everything patched (I do not know). We use Lync 2013 (fully patched) And Exchange 2013 (CU5). All Standard editions and no Enterprise voice enabled.
    So the first thing you do is the PS command Set-CsClientPolicy –EnableExchangeDelegateSync $True
    The fault that we made is that our policy is that the support desk handles permissions requests for calendars/mailboxes (users often do it wrong). They (the admins) add the users calendar in Outlook – rightclick it and adds the users with the requested permissions. Thats a no go for Lync. You need to delete these permissions that are added this way and the owner of the calendar has to do it himself through Outlook – File – Accountsettings – Delegate Access – and add them there. I’m not sure if you really have to, but logoff and logon his/her Lync app just in case….
    5 minutes later the delegated user got the message in Lync that user xxx has delegated them.

    Hopefully this helps for everyone with this problem.
    For us: case closed 😀

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