---
title: "Manage crediting rules"
slug: "manage-crediting-rules"
description: "Edit rule details and rule configurations, manually run rules, archive or unarchive rules, activate or deactivate rules, and delete rules."
updated: 2026-07-13T18:43:59Z
published: 2026-07-13T18:43:59Z
canonical: "support.fullcast.com/manage-crediting-rules"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage crediting rules

From the **Crediting Rules** screen, you can view the status of crediting rules, edit crediting rule details, manually run crediting rules, and update their status.

> [!NOTE]
> Note
> 
> The crediting rules that display in the list depends on [your role's permissions](/plan-and-pay/docs/configure-user-permissions).

## View crediting rules

Use the **Team** hierarchy menu on the **Crediting Rules** screen to view only rules that apply to a given level or node of the hierarchy. **All Teams** is selected by default and shows every crediting rule you have permission to view. You can also filter by **status** or a **selected level**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1782755384269.png?sv=2026-02-06&spr=https&st=2026-07-11T23%3A10%3A04Z&se=2026-07-11T23%3A25%3A04Z&sr=c&sp=r&sig=ck%2BArAjQRi2rG3jMiHc0ScWJa0ui%2FTIWr1uXfgLVlZE%3D)

### Filters

**Filter by Level**: This allows you to apply filters in conjunction with the hierarchy level selected in the team hierarchy panel.

- **Selected Level**: The level of the team hierarchy that is currently selected.
- **Next Level Only**: The group of nodes in the level below but **not** their child nodes, if they exist.
- **All Child Levels**: All child nodes below the selected node.

**Filter by Status**: There are three statuses available for crediting rules. These statuses are controlled by clicking on the three dots next to each rule.

- **Active**: Crediting rule is live and will be run during any scheduled jobs.
- **Inactive**: Crediting rule is not active.
- **Archived**: Crediting rule is no longer in use and will not be activated at any point, but may have commissions calculated against it which requires historical data to be maintained.

## Manage crediting rules

1. On the **Crediting Rules** screen, find the crediting rule you want to update.
2. Click the **menu ⋮** and select an option to make changes to the crediting rule, as needed:
  - [**Edit Details**](/plan-and-pay/docs/manage-crediting-rules#edit-details)
  - [**Edit Configuration**](/plan-and-pay/docs/manage-crediting-rules#edit-configuration)
  - [**Run Rule**](/plan-and-pay/docs/manage-crediting-rules#run-rule)
  - [**Activate or Deactivate**](/plan-and-pay/docs/manage-crediting-rules#activate-or-deactivate)
  - [**Archive or Unarchive**](/plan-and-pay/docs/manage-crediting-rules#archive-or-unarchive)
  - [**Delete**](/plan-and-pay/docs/manage-crediting-rules#delete)

> [!NOTE]
> Note
> 
> Optional. You can edit plan details, activate and deactivate, or archive and unarchive a crediting rule from within the plan:
> 
> 1. Select the plan.
> 2. Click the **menu ⋮** next to **Save.**

### Edit details

1. Click **Edit Details**.
2. On the **Edit Crediting Rule Details** window, update the **Name**, **Categories**, **Plans**, or **Description**, as needed. Refer to [Create a crediting rule](/plan-and-pay/docs/create-crediting-rules) for information on the available fields.
3. Click **Save Changes** when finished.

### Edit configuration

1. Click **Edit Configuration**.

![Edit Configuration option highlighted from the rule configuration menu dropdown.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(530).png?sv=2022-11-02&spr=https&st=2026-04-20T16%3A08%3A17Z&se=2026-04-20T16%3A23%3A17Z&sr=c&sp=r&sig=zxeV8BUxWyYKlXIO1TLtHEfJq67hum%2Bmb5LWIennJ%2Bk%3D)
2. On the crediting rule configuration page, make changes to [Commissionable Events](/plan-and-pay/docs/create-crediting-rules#configure-commissionable-events) and [Credit & Payees](/plan-and-pay/docs/create-crediting-rules#add-credit-and-payee-details) sections, or [view Transactions](/plan-and-pay/docs/manage-individual-transactions), as needed.
3. Click **Save & Exit** when finished.

### Run rule

Crediting rules are processed in batches at a set time. This option manually triggers the crediting rule to run if you need a crediting rule to run outside of the automated run cycle.

1. Click **Run rule**.
2. To view updates to the crediting rule transactions, click **Rule Configuration > Transactions**.

### Activate or deactivate

1. Select the available option:
  - **Activate** to activate a crediting rule that has been deactivated.
  - **Deactivate** to deactivate a crediting rule that is active.

### Archive or unarchive

1. Select the available option:

> [!NOTE]
> Note
> 
> When you **unarchive** a crediting rule, it will retain the status it had prior to when it was archived. For example, if a crediting rule was active and then archived, if you unarchive that crediting rule it will be active.
  - **Archive** to archive a crediting rule.
  - **Unarchive** to unarchive a crediting rule that was archived.

### Delete

1. Click **Delete**.
2. In the confirmation window, type `DELETE`.
3. Click **Confirm**.

> [!CAUTION]
> Warning
> 
> Deleting a crediting rule cannot be undone and permanently removes its transaction history. Crediting rules that have commissions calculated against them cannot be deleted. Only delete a rule that has never calculated commissions — for any rule with calculation history, use **Deactivate** or **Archive** instead to retain the rule and its historical data.