Company Settings & Configuration
Role: Company admins
Scope: Company portal
Purpose
Centralize company-level configuration after onboarding.
Who this is for
Company admins handling governance, integrations, and support operations.
Prerequisites
- Company onboarding is completed.
- You have admin access in the Company portal.
Step-by-step instructions
1. Open Settings and select the needed tab
Available tabs vary by environment and feature flags. Common tab groups include:
- Company and billing setup
- Employee setup and restrictions
- Corporate giving / employee gifting settings
- Mastercard and integration-related setup
- Legal and help center
2. Update configuration in focused sections
Typical updates include budget/cadence changes, role/invitation adjustments, and payment setup maintenance.
Billing plans & subscriptions
- View your current billing plan and billing contact from the Billing Plan tab in Settings.
- Company admins can review available billing plans and the company-level billing configuration.
- Billing subscriptions (the recurring billing agreement for a company) are created and managed by platform administrators via the Admin portal. If your company needs a subscription created or updated, contact your platform admin or support.
- When a subscription is created or an invoice is generated you can download the PDF invoice from Payments → Invoices. Subscription changes may trigger email notifications to billing contacts.
3. Save and validate changes
After saving, verify dependent pages (Employees, Voting Periods, Payments) reflect updates.
4. Use legal and support sections when needed
- Legal and Data opens policy links (privacy policy, DPA, terms).
- Help tab sends platform questions to support workflow.
What users should expect
- Settings tabs can differ depending on company mode and feature flags.
- Certain payment changes trigger follow-up email actions for signatories/contacts.
Common issues and troubleshooting
- A tab is missing: verify your company mode/feature-flag configuration.
- Saved changes not visible immediately: refresh and verify in the corresponding operational page.
- Ongoing payment issues: check Mastercard status from both Settings and Payments.
Verify success
- Saved configuration updates are visible in corresponding operational pages.
- Legal/help and integration tabs open expected workflows for your role.