Perform a Task as a Program Owner

As a program owner, you can execute tasks that are intended for the internal users of your organization. Besides program owners, these tasks can also be executed by a specific user or all internal users of your organization depending on task configuration.

To execute a task associated with a program as a program owner:

  1. On the Programs page, on the Active Programs tab, click the name of the program where you want to execute a task.
  2. Select the task from the Overview tab, or select the task under the Tasks tab.
  3. Select the partner for whom you want to execute the task, and then click Execute.
  4. Follow the instructions provided by the program owner, and then click Save.
  5. Click Mark Complete if the task is not set for internal review. Otherwise, click Submit for Review.

Once a partner executes a task that you have set for internal review, you (as a program owner) receive a notification, and you can approve or reject the task after you review it.

To approve or reject a task:

  1. On the Active Programs tab of the Programs page, click the name of a program.
  2. Under the Tasks tab, select a task submitted for the review, and then click Approve or Reject after you review the task.