# Replace a Partner's Contract

Partners who have already signed a contract can be easily switched over to a new set of terms. Once accepted, their new terms will go into effect on a date you specify (as long as it is past the notification period).

#### Replace a partner's contract

There are 4 ways in which you can change or create a template term for a partner's contract. Select the option that best suits your needs.

<details>

<summary>Switch a partner's contract to a different template term</summary>

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners → Partners**.
   * Alternatively, for a creator program, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners → Creators**.
2. Hover over the partner whose contract you want to switch out, then select **\[More] → Contract → Switch to existing contract**.
   * Alternatively, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checkbox]** next to the partner whose contract you want to switch out, then select **Contract → Switch to existing contract**.
3. On the *Switch Contract* screen, select the **Template Term** you want this partner on.
   * To see how long the notice period is for each partner, select **View Partners**.
4. Select the **Contract Dates** and length.
   * If you choose a *Temporary* contract length, you will need to set an end date and decide if you want a fallback contract. See the *Fallback Contract reference* for more information.
5. Choose 1 of 2 **Approval Options**.
   * **Replace** will bypass partner approval and automatically take effect.
     * Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checked box]** to allow partners to accept the contract changes immediately.
   * **Propose** will require partner approval before taking effect automatically.
     * If you *Propose* and your partner declines the new terms, their current contract will remain active.
6. Optionally, add **Comments** if you have any.
7. Select **Submit**.

</details>

<details>

<summary>Replace a partner's contract with a new template term</summary>

{% hint style="warning" %}
**Important:** impact.com highly recommends first creating a new set of template terms with the changes you want, then migrating partners onto that new set of terms. This helps avoid errors.
{% endhint %}

If you don't have a template term to act as a replacement, you can create the new template term during the transition period.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] →** **Partners → Partners**.
   * Alternatively, for a creator program, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners → Creators**.
2. Hover over the partner whose contract you want to replace, then select **\[More] → Contract → Switch to new contract**.
   * Alternatively, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checkbox]** next to the partner whose contract you want to replace, then select **Contract → Switch to new contract**.
3. Fill in the necessary fields, using [Create Template Terms](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms) for guidance.
4. Select **Next**.
5. Select the **Contract Dates** and length.
   * If you choose a *Temporary* contract length, you will need to set an end date and decide if you want a fallback contract. See the *Fallback Contract reference* for more information.
6. Choose **Approval Options**.
   * **Replace** will bypass partner approval and automatically take effect.
     * Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checked box]** to allow partners to accept the contract changes immediately.
   * **Propose** will require partner approval before taking effect automatically.
     * If you select *Propose* and your partner declines the new terms, their current contract will remain active.
7. Optionally, add **Comments** if you have any.
8. Select **Submit**.

</details>

<details>

<summary>Move all partners from one template term to another</summary>

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Contracts → Template Terms**.
2. Hover over the template you want to switch, then select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Switch Terms for all Partners → Switch to existing contract**.
3. Select a different template term from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]**.
4. To see how long the notice period is for each partner, select **View Partners**.
5. Select the contract dates and length of contract.
   * If you choose **Temporary** for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the *Fallback Contract reference* for more information.
6. Choose 1 of 2 **Approval Options**.
   * **Replace** will bypass partner approval and automatically take effect.
     * Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checked box]** to allow partners to accept the contract changes immediately.
   * **Propose** will require partner approval before automatically taking effect.
     * If you select *Propose* and your partner declines the new terms, their current contract will remain active.
7. Optionally, add **Comments** if you have any.
8. Select **Submit**.

</details>

<details>

<summary>Move all partners on a template term to a new one</summary>

{% hint style="warning" %}
**Important:** impact.com highly recommends creating a new set of template terms that will reflect the changes you want to make, then migrating partners onto that new set of terms to help avoid errors.
{% endhint %}

If you do not have a template term that you want to replace the one your partner is currently on, you can create the new template term during the transition period. [Learn more about template terms.](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms)

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Contracts → Template Terms**.
2. Hover over the template term you want to switch, then select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Switch Terms for all Partners → Switch to new contract**.
3. Fill out the requested information.
4. Select **Next**.
5. Select the contract dates and contract length.
   * If you choose **Temporary** for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the *Fallback Contract reference* for more information.
6. Select the **Approval Options**.
   * **Replace** will bypass partner approval and automatically take effect.
     * Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checked box]** to allow partners to accept the contract changes immediately.
   * **Propose** will need partner approval and automatically take effect.
     * If you select *Propose* and your partner declines the new terms, their current contract will remain active.
7. Optionally, add **Comments** if you have any.
8. Select **Submit**.

</details>

{% hint style="info" %}
**Note:** Allow for each planned change to successfully roll out before setting another one. If you catch any errors in your upcoming changes, withdraw the original one before creating a new one.
{% endhint %}

#### Fallback Contract reference

The *Fallback Contract* is the contract that will govern your partnership after a temporary contract expires.

* You can fallback to the current contract or another template term. If you choose **another Template Term**, you will need to have another template term already set up.
* Not checking the box to enable Fallback Contracts will end the partnership when the end date entered comes.
* You can only have one fallback set up per contract at a time. If you set up a second fallback while the first is active, or before the first fallback begins, you will overwrite the original fallback and this may leave your partner without a contract.
