How to Schedule a Webex for Others

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These instructions require you to switch to Classic View and create meetings in classic view whenever scheduling a meeting with delegate permissions. See: How do I switch Webex to Classic View.

Alternatively, you can set up a meeting for another person as yourself and designate the other person as the host.

This process allows one WebEx user to become a delegate for another WebEx user for the purposes of scheduling meetings on one’s behalf.

This is a two step process that involves some action from both users.

  • The person being scheduled on behalf of needs to add the scheduler as a delegate
  • The person scheduling the meeting can then choose to schedule on behalf of him/her

Adding a delegate

Add a delegate to WebEx if you plan on having an assistant or someone else handle the scheduling of your WebEx meetings or Events.

In order for these instructions to work, the delegate must have already logged into WebEx at least once in the past in order to create their account.

  1. Login to WebEx at http://mahec.webex.com
  2. Click on My WebEx
  3. Click My Profile on the left hand side
  4. Click on Preferences on the right hand side
  5. Select Scheduling Options then in the Scheduling Permission section, type in the e-mail of the person you would like to be able to schedule your meetings
  6. Important: Scroll to the bottom of the page and click Save
  7. Your designate should be all set

Creating a meeting on behalf of another person

In order to do this, you must already be setup as a delegate for another user. Please see the steps above.

  1. Login to WebEx at http://mahec.webex.com
  2. Click on Meeting Center
  3. Click on Schedule a Meeting on the left-hand menu
  4. Click the link for the Advanced Scheduler
  5. In the dropdown box labeled: Schedule For:, choose the person you’d like to schedule a meeting for
  6. Proceed with the meeting setup as normal