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, active features, and giving mode:
| Tab area | What you can configure |
|---|---|
| Company | Display name, Contact email address, and an optional Billing / Finance email. See Updating your company email addresses below. |
| Billing Plan | Billing plan and invoice history, promo code status. |
| Giving Mode | Payroll Giving or Corporate Giving settings. Also where Corporate Giving companies start a transition to Payroll Giving — see Giving Mode Configuration for what's editable, what's locked, and how switching works after onboarding. |
| Employee Setup | Employee source (Zenegy, CSV, Entra ID), access restrictions. |
| Finance System | e-conomic connection and account mapping. |
| Individual Gifting | Gifting triggers (Birthday, Onboarding, Anniversary, Star), amounts, and messages. Only shown for companies in Corporate Giving mode. |
| 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. |
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.
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.
Troubleshooting
| Problem | What to do |
|---|---|
| A tab is missing | That feature may not be part of your company's plan, or (for Individual Gifting) your company isn't in Corporate 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. |