Company Settings
Role: Company Admin
Portal: Actnation company portal
Corporate Giving settings URL: https://organization.actnation.io/company/settings/giving-modeCompany Info: Open Company Info settingsPrerequisites: Onboarding is complete. You have admin access.
For Individual Gifting Only, manage Birthday and Onboarding triggers directly in Giving Mode. The separate Employee Gifting tab is hidden; its old link redirects to Giving Mode. Recognition awards remain available from Employees regardless of whether automatic triggers are enabled.
The Finance System settings remain available in Individual Gifting Only, including after onboarding.
Voting budget visibility
- Open Company → Settings → Giving Mode, then click Corporate Giving only.
- Use Show budget to employees to control whether corporate employees see the active voting period's total budget.
- Save the settings. Refresh the page and reopen Corporate Giving only to verify the saved value.
The setting is enabled by default. When enabled, employees see the active period's base amount plus any boost on their dashboard and in voting invitations. When disabled, both employee surfaces omit the budget.
Purpose
Settings is your control center for everything after onboarding — adjusting giving configuration, managing integrations, and accessing legal and support resources.
Available settings tabs
Tabs shown depend on your company's plan, active features, and giving mode:
| Tab area | What you can configure |
|---|---|
| Company | Display name, Contact email address, an optional Billing / Finance email, and company banking information. See Updating your company email addresses and Updating banking information below. |
| Billing Plan | Billing plan and invoice history, promo code status. |
| Giving Mode | Configure your current giving mode. Payroll Giving only companies see only their current mode as a separate, read-only card; all other giving modes are hidden. See Giving Mode Configuration. |
| Employee Setup | Employee source (Zenegy, CSV, Entra ID) and access restrictions. Payroll Giving only is locked to Payroll Connection. |
| Finance System | e-conomic connection and account mapping. |
| Individual Gifting | Gifting triggers (Birthday, Onboarding, Star), amounts, and messages. Available for companies in Corporate Giving and Payroll Giving modes. |
| Mastercard | Authorized signatory details and connection status. |
| Restrictions | NGOs or campaigns you want to exclude from what employees can see. |
| Legal & Data | Privacy policy, data processing agreement, and terms of service links. |
| Help | Send a support message to Actnation. |
External gifting
Route: External gifting settings
In development and alpha, the External gifting tab is available in every giving mode. It starts off with 3 votes per recipient. Edit the toggle and vote limit, then choose Save to apply both settings. Changes are not saved while editing. Saving a change from on to off requires confirmation and cancels all pending, active, and paused external gifts. Cancelling the confirmation saves neither setting. Completed and cancelled history and recipient records remain available.
See External Gifts for scheduling and read-only history. The feature is currently hidden in demo and production.
Set Votes per recipient to 1, 2, or 3 using the numeric step control, then choose Save. A vote-limit-only change needs no confirmation. You can configure it while gifting is off. Newly created gifts use the saved value, and existing Pending gifts are updated to it. Active, paused, completed, and cancelled gifts keep their existing limits. Changing the limit never cancels gifts or alters votes already cast. Save is unavailable for invalid or unchanged values. If saving fails, your edits remain available to retry.
How to update settings
- Go to Company → Settings.
- Open the relevant tab.
- Make your changes and save.
- Verify the effect in the corresponding operational page (Employees, Voting Periods, or Payments).
Updating your company email addresses
The Company tab has two email fields:
| Field | Required? | Used for |
|---|---|---|
| Contact email address | Yes | Onboarding and account communications, and invoices — unless a Billing / Finance email is also set. |
| Billing / Finance email | No | If set, invoices are sent here instead of the contact email. Leave it blank to keep invoicing the contact email. |
Both fields are editable at any time from Settings — unlike most Company Info fields, the contact email is no longer locked after onboarding. Save applies to both fields together.
Setting the donation lock date
Open Company → Settings → Company Info to find Donation lock date. The field appears when Payroll Giving is enabled and your company is not in Corporate Giving mode.
Choose a day of the month from 21–31. After that day has passed, amount changes to employees' existing ongoing donations no longer update the donation for the current payroll run. The changes are still saved and apply to future donations. Set the day before your payroll cutoff so payroll uses final donation amounts, then save your settings.
Hover over the circled question mark inside the field, or use Tab to focus the input with the keyboard, to read the explanation while editing the field.
Viewing your billing plan
The Billing Plan tab shows:
- Your current plan and price per billing cycle.
- Any promo code applied to your subscription, including its active dates and whether it is currently providing a discount.
To change which email address receives invoices, update the Company tab — see above. Billing subscriptions themselves are managed by Actnation platform administrators. To request a change to your subscription, contact your Actnation account manager or use the Help tab.
Updating banking information
The Company tab always contains the company's banking-information section, including when the company has no billing plan: https://organization.actnation.io/company/settings/company#banking-info.
Manual payment-file export and its banking-information prompt are currently disabled in production. You can still view and maintain the banking information directly from Settings.
Troubleshooting
| Problem | What to do |
|---|---|
| A tab is missing | That feature may not be part of your company's plan, or Individual Gifting may not be enabled for your company's giving mode. Contact support to confirm. |
| Changes do not appear immediately | Refresh the page and check the corresponding operational section. |
| Payment-related settings not working | Check Mastercard status from both Settings and the Payments page. |
| Giving Mode fields are greyed out | Some giving mode settings lock automatically once onboarding is finished — see Giving Mode Configuration. |
| Payroll Disconnect is unavailable | Payroll Giving only requires the payroll connection. Contact Actnation support if the setup needs to change. |