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Inviting a Company ​

Role: Platform Admin Portal: Admin portal Prerequisites: You have platform admin access.

Purpose ​

Normally a company signs up and completes onboarding itself. This page covers the alternative: a platform admin creates the company record and invites its contact, who then completes a short, pre-filled onboarding instead of the full wizard.

How to invite a company ​

  1. Go to Admin → Organizations.
  2. Click Invite Company.
  3. Search by company name or CVR — if there's exactly one match, it's selected automatically.
  4. Confirm or edit the Display Name (auto-filled from the match).
  5. Enter the Recipient Email and Contact Name for the person who should complete onboarding.
  6. Choose a Giving Option — Corporate Giving, or Payroll Giving with either a Fixed Yearly Contribution or an Employee Monthly Limit budget.
  7. Choose the Language (English or Danish) for the invitation email and the recipient's onboarding session.
  8. Click Invite.

What happens next ​

The company appears in the Organizations list with an onboarding status of Invited. The recipient gets an email inviting them to sign in; once they do, they land on the short onboarding flow described in Company Onboarding — their giving mode and contribution model are already filled in, and Employee Setup, Finance System Connection, and Mastercard Payment Setup are left for later rather than blocking the flow.

When the recipient completes their setup, the company's status moves to Finished and Actnation sends an internal confirmation notification.

Resending an invitation ​

If the recipient hasn't signed in yet, or didn't complete onboarding, use the Resend action from the company's row in Organizations. It's only available while the status is Invited or Onboarding In Progress.

Troubleshooting ​

ProblemWhat to do
Can't invite — CVR already existsA company with that CVR is already onboarded, already invited, or has self-registration in progress. Check its status in the Organizations list.
Recipient email already in useThe email belongs to an active employee or admin at another company. Use a different contact email.
Resend option is missingResend only appears while the invited company hasn't started or finished onboarding — once they finish, invite a new contact instead if needed.