Company Settings

Role: Company Admin
Portal: Actnation company portal
Prerequisites: Onboarding is complete. You have admin access.

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 and active features:

Tab area	What you can configure
Company & Billing	Display name, HR contact email, billing plan and invoice history, promo code status.
Employee Setup	Employee source (Zenegy, CSV, Entra ID), access restrictions.
Corporate Giving	Annual budget, voting period cadence, vote limits, financial year settings.
Individual Gifting	Gifting triggers (Birthday, Onboarding, Anniversary, Star), amounts, and messages.
Mastercard	Authorized signatory details and connection status.
Finance Integration	e-conomic connection and account mapping.
Legal & Data	Privacy policy, data processing agreement, and terms of service links.
Help	Send a support message to Actnation.

How to update settings

1. Go to Company → Settings.
2. Open the relevant tab.
3. Make your changes and save.
4. Verify the effect in the corresponding operational page (Employees, Voting Periods, or Payments).

Viewing your billing plan

The Billing Plan tab shows:

• Your current plan and price per billing cycle.
• Your billing contact email.
• Any promo code applied to your subscription, including its active dates and whether it is currently providing a discount.

Billing subscriptions are managed by Actnation platform administrators. To request a change to your subscription, contact your Actnation account manager or use the Help tab.

Troubleshooting

Problem	What to do
A tab is missing	That feature may not be part of your company's plan. 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.

---