Sharing or unsharing an activity definition

Sponsor users with the permission to roll out an activity can share an activity definition with a partner, so the partner can initiate activities without involving the sponsor.

1. Sign in to the PEM Portal as a Sponsor Administrator.
2. Select Activities. The Definitions tab is displayed.
3. In the Actions column for the activity definition, click Share/Unshare. The Share/Unshare Activity Definition window is displayed.
   Tip: If Share/Unshare does not appear in the Actions column, you might need to mark the activity as Final.

   In the Share/Unshare Activity Definition window, you can choose whether to share the activity definition with partners by group, by attribute, or by partner name. On the Groups tab, you can select a group or search by group name to filter the list of groups. You can also click Attributes to display the list of partners by attribute, or click Trading Partners to see a list of all partners.

4. Choose at least one way to share or unshare the activity definition:
   • To companies in a specific group: Go to step 5.
   • To companies with a specific attribute value: Go to step 6.
   • To companies by name (under Trading Partners): Go to step 9.
5. To share or unshare the activity definition with partners by associated group, select the check box next to the group name.
   1. Select a group in the Group List, and click the right arrow ("greater than" symbol) (>) to add the group value to the Selected Group List.
      Note: You can also click the left arrow ("less than" symbol) (<) to move a group out of the Selected Group List.
   2. Optional: Enter a group name in the Search by group name field.
      If the group exists, it is listed in the Group List.
6. To share or unshare the activity definition with partners by attribute value, click Attributes.
7. Select an attribute type from the list.
   A list of values for the attribute is displayed.
8. Select the check box next to the attribute value.
   1. Select an attribute value in the Attribute Value List, and click the right arrow ("greater than" symbol) (>) to add the attribute value to the Selected Attribute Value List.
      Note: You can also click the left arrow ("less than" symbol) (<) to move an attribute out of the Selected Attribute List.
   2. Optional: Enter an attribute value in the Search by attribute value field.
      If the attribute value exists, it is listed in the Attribute Value List.
9. To share or unshare the activity definition with partners by partner name, click Trading Partners.
   A list of partners is displayed, and you can search by partner name to filter the list of partners.
10. Select the check box next to the partner name in the Partner List.
    1. Click the right arrow ("greater than" symbol) (>) to add the partner to the Selected Partner List.
       Note: You can also click the left arrow ("less than" symbol) (<) to move a partner out of the Selected Partner List.
    2. Optional: Enter a partner name in Search by partner name field.
       If the partner exists, it is listed in the Partner List.
11. When you are finished selecting groups, attributes or partners, click Next.
    A summary displays the groups, attributes, and partners to which the activity definition is going to be shared or unshared.
12. Click Finish.
    You see a confirmation message.
13. Click OK to close the confirmation message.