Using the Program App

A program in WorkSpan includes your joint marketing plan with your partners, including your marketing objectives and goals for the partnership. Steps: Navigate to the Programs App. On the WorkSpan...

If you are an owner or a collaborator on a program in WorkSpan, you can easily update one or more sections of a program by clicking three vertical dots in any section. You may want to edit a progra...

You can view any program to which you have access. Claim Reimbursement section is only visible to owners and collaborators on a program. Participants cannot see claims and funds on a program. Steps...

Depending on your access level, navigate to the program for which you want to do any of the listed tasks. As an owner or a collaborator on a program, you can: Copy a program Save the program as a ...

As an owner or a collaborator on a program, you can add members and/or update  member access levels on a program. You can also remove (withdraw) team members from a program. You can only change or ...

As an owner of a program, you can edit discoverability to a program. You can: Update the sharing mode on a program. Check/Uncheck the Auto Accept Requests to Join a program. Add one or more member...

As an owner or a collaborator on a program, you can share a program. To add one or more companies, or/and to add one or more people to your program, you have to share your program with them.  You c...

As a program owner, you can approve/decline campaigns from within a program. Steps: Go to the marketing program from which you want to approve/decline a campaign funding request. Go to the Funding...

As an owner on a program, you can exclude (remove) a campaign from a program if the Amount Requested and Approved in a campaign are $0. You have to exclude a campaign from a program before archivin...

As an owner on a program, you can move all campaign stages from within a program. As a collaborator on a program, you can move certain stages that do not require approvals/declines before being mov...