# Manage promo program types

A promo program type is a company-level template for a promotion that an agent later applies to an individual borrower loan. Use the **Promo Program Types** screen in the Admin Portal to add these templates, edit them, and move them through their lifecycle.

## Availability

- **Portal:** Admin Portal
- **Role:** Requires the admin role or the peach-support role. Either one grants access to the **Admin** section of the sidebar.


- **Permissions:** Requires `admin.portal:read` for the Admin Portal itself, plus `loan.promoprogram.type:list` to load the list and `loan.promoprogram.type:read` to open a type. Each write action requires one further permission: `loan.promoprogram.type:create` to add, `loan.promoprogram.type:update` to edit, activate, or set inactive, and `loan.promoprogram.type:delete` to archive.


- **Permissions the portal does not pre-check:** The screen hides the write controls when you lack `:create`, `:update`, or `:delete`, but it does not check `:list` or `:read` before loading. Without `:list` you reach the page and the table shows `Error loading promo program types`.


- **Admin Portal layout:** This screen appears only in the new Admin Portal layout. You turn that layout on for yourself by selecting **Try it now** at the bottom left. Peach stores that choice in your browser, so it does not follow you to another machine or another browser. Peach adds new features to this layout only.


- **Feature flags:** A Peach-controlled flag gates the screen, and it is on for every lender. If you do not see **Promo Program Types** in your sidebar, confirm you are in the new Admin Portal layout.


- **Status:** Available to all lenders in the new Admin Portal layout.


## Before you start

- **Program type is permanent.** You choose **Same as cash** or **Deferred interest** when you add a type, and you cannot change it afterwards.
- **Archiving cannot be undone.** An archived type can never be edited or activated again.
- **Activating a draft cannot be undone.** Once you activate a type, Peach rejects any attempt to return it to **Draft**.


- **Promotions apply to some loan types only.** Agents can build a promo program from a type on installment loans and on draws — the sub-accounts within a line of credit. Peach rejects a promo program on any other loan type.
- **Same as cash is installment-only.** **Same as cash** works on installment loans but not on draws. To run a promotion on a draw, choose **Deferred interest**, which works on both.


- **Activate a type before it is applied to a loan.** Move a promo program type from **Draft** to **Active** before an agent applies it to a borrower's loan.


## View promo program types

### 1. Navigate to Promo Program Types

From the Admin Portal sidebar, under **Admin**, select **Promo Program Types**.

The screen opens with every promo program type on your company listed, the search and filter controls above the table, and **+ Add new** in the upper right.

Promo Program Types in the Admin Portal, showing where the screen sits in the Admin sidebar and which controls sit above the list
### 2. Find a promo program type

The table lists every promo program type on your company, 25 rows to a page, sorted by name.

| Column | Description | Sortable |
|  --- | --- | --- |
| **Promo program types** | The borrower-facing name, with the promo program type ID beneath it. This column cannot be hidden. | Yes |
| **External ID** | Your own identifier for the type, when set. | Yes |
| **Program type** | **Same as cash** or **Deferred interest**. | No |
| **Status** | **Draft**, **Active**, **Inactive**, or **Archived**, shown as a chip. | Yes |


Enter a term in **Search promo program types** to match against the name, the external ID, and the description. Matching is case-insensitive and matches anywhere in the value, so a type whose description mentions your term appears even though the description is not a column.

Use **Add filter** to narrow the list by **Status**, which you can set to match a value or to exclude one, or by **Program type**, which can only match. Each filter takes a single value, and only the first filter you add for a column applies. Use the column control to hide, reorder, or reset the columns.

When nothing matches, the table shows `No promo program types found`.

## Add a promo program type

### 1. Select + Add new

Select **+ Add new** in the upper right. The **Create new promo program type** dialog opens.

### 2. Enter the program details

Complete the fields under **Program details** and **Borrower disclosure**. See [Field reference](#field-reference). **Borrower facing name** and **Program type** are required; the dialog keeps the submit button disabled until both are set.

The dialog opens with both field groups empty:

The empty Create new promo program type dialog, showing which fields belong to Program details and which to Borrower disclosure
### 3. Select Create promo program type

Select **Create promo program type**. Peach saves the type with the status **Draft**. The dialog has no status field, and a new type is always a draft.

## Edit a promo program type

### 1. Open the promo program type

Select any row to open its drawer. The header shows the name, a status chip, the external ID or the type ID, and the **Created** and **Last updated** timestamps.

The drawer for an active type carries the status actions that status allows, alongside the same two field groups you filled in when you added it:

Promo program type drawer for an Active type, showing which status actions that status offers and where the program detail sits
### 2. Select Edit

Select **Edit**. You can change **Borrower facing name**, **External ID**, and **Description**. **Program type** and **Status** stay read-only. **Edit** does not appear on an archived type.

### 3. Save your changes

Select **Save**. The button stays disabled until the form is valid and you have changed something. If you close the drawer or select **Cancel** with unsaved edits, Peach asks you to confirm before discarding them.

## Change a promo program type's status

Status never changes through the edit form. Each transition has its own button in the drawer header, and each asks you to confirm.

| Status | Buttons in the drawer header |
|  --- | --- |
| **Draft** | **Archive**, **Activate**, **Edit** |
| **Active** | **Set inactive**, **Edit** |
| **Inactive** | **Archive**, **Activate**, **Edit** |
| **Archived** | None |


- **Archive** retires a **Draft** or **Inactive** type. An **Active** type has no **Archive** button — set it inactive first.
- **Activate** moves a **Draft** or **Inactive** type to **Active**.
- **Set inactive** moves an **Active** type to **Inactive**. Inactive types stay on the loans that already use them and cannot be added to new loans.


Activating a draft is one-way
Activating a **Draft** type closes the draft stage for good. The confirmation reads "Activating is permanent — this promo program type can no longer be returned to draft." Peach rejects any later attempt to set the status back to **Draft**.

Archiving cannot be undone
Archiving is terminal. An archived promo program type can no longer be edited or activated, and the drawer closes as soon as you confirm. Nothing in the Admin Portal deletes a promo program type — archiving is the only way to retire one.

## Field reference

Editable fields, shown in the **Create new promo program type** dialog and editable again in the drawer:

| Field | Description | Type / Values | Default | Required |
|  --- | --- | --- | --- | --- |
| **Borrower facing name** | Names the promo program type. A name longer than 255 characters is rejected when you save; the field does not stop you typing one. | Text, up to 255 characters | — | Yes |
| **External ID** | Holds your own identifier for the type. Peach omits it when you leave it blank. | Text | — | No |
| **Program type** | Sets what the promotion does. Chosen once when you add the type and read-only afterwards. | Enum: Same as cash / Deferred interest | — | Yes |
| **Description** | Describes the promotion. | Text, up to 10,000 characters | — | No |


Read-only fields, shown in the drawer:

| Field | Description |
|  --- | --- |
| **Promo program type ID** | The Peach-assigned identifier for the type. Appears beneath the name in the list, and in the drawer header when no external ID is set. |
| **Status** | **Draft**, **Active**, **Inactive**, or **Archived**. Changed only through the drawer's action buttons. |
| **Created** | The date the type was created. |
| **Last updated** | The date the type was last changed. |


## Result

A new promo program type appears in the list as **Draft**. When an agent builds a promo program from a type on a borrower's installment loan or draw, Peach copies the type's program type, borrower-facing name, and description onto that loan's promotion. Setting a type inactive stops it being used for any new promotion and leaves promotions that already use it untouched. Archiving retires the type permanently and blocks all further editing.

## Related pages

- [Admin Portal overview](/servicing-operations/admin-portal/admin-portal-overview) — Find the rest of the Admin Portal screens and how the beta layout works.
- [Manage promo rates and promotional programs](/servicing-operations/agent-only-tools/agent-tools-promo-rates) — Apply and cancel promotions on an individual loan from the Agent Portal.
- [Core concepts](/getting-started/core-concepts) — Understand same-as-cash and deferred-interest promotions.