Company Admin FAQ
Role: Company Admin
Portal: Actnation company portal
| Question | Answer |
|---|---|
| Where do I start if I'm not sure which page to use? | Use Getting Started with Actnation to find the right workflow for your task. |
| Is Info available in Individual Gifting Only? | Yes. Open Info in the navigation or the organization Info page. Employees can also open Info in the Corporate Employees portal. |
| Why is the dashboard showing little or no data? | Some sections require completed periods or donation activity. Apply the relevant period filter and confirm that at least one period has been completed. |
| Where do I manage employees? | Go to Company → Employees for all employee administration and participation tracking. |
| How do I run a voting period? | Go to Company → Voting Periods and use the action menu to start, boost, or complete periods. See Voting Periods. |
| Where can I see payment status? | Go to Company → Payments. See Payment Management. |
| Can I reduce the annual donation budget? | Budgets can only be increased after the financial year starts. Contact support for exceptions. |
| Is there a minimum budget for Corporate Giving? | Yes, 5,000 DKK. This also applies to next year's budget if you set it in advance. |
| What is the difference between deactivating and deleting an employee? | Actnation deactivates employees (preserving history) — there is no permanent deletion through the portal. |
| Why are some action buttons missing? | Buttons are shown based on the employee's current status and your admin role. Deactivated employees have limited actions available. |
| How do I add a second company admin? | Go to Company → Employees, find the employee, and use Promote to Admin from the row action menu. |
| What happens if I skip Mastercard setup during onboarding? | Your company is set up, but payments cannot be processed automatically until Mastercard setup is completed in Settings. |
| Can I switch between giving modes after onboarding? | Within limits. Corporate Giving only and Payroll + Corporate Giving can be switched through a guided transition in Company → Settings → Giving Mode. Payroll Giving only cannot be changed. See Giving Mode Configuration. |
| Can I change my Payroll Giving budget or contribution model after onboarding? | Budget amounts and the Personal Wallet setting can be changed. Contribution-model changes apply from a subsequent payroll run. Payroll Giving only has no company budget or contribution model. |
| What does the Personal Wallet setting do? | It lets employees donate directly through payroll in addition to the company-funded budget. Changes apply immediately. It is not available for Payroll Giving only. |
| How do employee gifts work in Payroll Giving? | Configure automatic milestone gifts in Company -> Settings -> Employee Gifting, or award recognition from Company -> Employees. Employees spend an active gift as a one-time campaign donation; it is not a payroll deduction. See Individual Gifting. |