Edit or cancel a split
How to change percentages or participants, why those changes need acceptance, and how to end a split.
A split's form isn't edited directly after it's created. Changes are made with the split's actions and generally require acceptance from the affected participants.
Changing a percentage or adding a participant
- Add Participant — adds a new person with their percentage.
- Change a percentage — modifies an existing participant's.
Either of these changes creates a proposal: the split moves to Pending Mod. until the affected participants accept it. If they reject it, the previous split stays.
The total still can't exceed 100%.
A participant leaving
A participant can end their own participation. Their percentage stops applying from that moment.
Ending the split
The Terminate action closes the whole split. It asks for a termination reason and warns: "This action can't be undone." Participants are notified.
After terminating it, that release goes back to normal attribution (or you can create a new split).
Viewing the history and the agreement
- History — shows all the split's changes.
- Download PDF — generates the split agreement as a PDF.
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