Creating and Managing Voter Groups

Your voters are the people who can take part in an assembly, and they live inside voter groups. A group is both an organising bucket and a definition of how its members vote. Getting the group right is the foundation for accurate quorum and results, so it is worth a few minutes up front.

Group type and share classes

Every group has a group type (Shareholders, Partners, Board members, Members, Delegates, Committee or Other) and a share classes switch:

• Shareholders and Partners start with share classes on. Each voter holds a number of shares in a class, and Assembley derives their share capital and voting rights from it. This is the model for A/S and ApS companies and other share-based structures.
• Board members, Members, Delegates and Committee start with share classes off, and each voter starts at one vote. This is the model for associations, clubs, and most member organisations.
• Other leaves the choice to you.

The switch is what decides how voting works, and you can change it while you create the group. If you are unsure, ask a simple question: does voting power depend on how much someone owns? If yes, use share classes; if everyone is equal, choose a one-vote type.

Creating a group with the guided steps

New groups are created through a short guided flow rather than a single form, because the details depend on the type you choose:

1. Name the group and pick its group type, and turn share classes on or off.
2. Define share classes (only when the switch is on). If different shares carry different voting weight, create the classes here. See Understanding Share Classes and Voting Rights.
3. Review and create. The group and its classes are created together; you add or import voters afterwards.

Because a company has no automatic "default" group, every voter belongs to a group you have chosen, which keeps your register clear about who votes where.

Adding voters

For a small register, add voters one at a time. The fields you see depend on the group's type:

• Group without share classes: name, email, voting rights and share capital; in a one-vote type each starts at one.
• Group with share classes: name, email, the voter's class and number of shares. Assembley computes the capital and voting weight from the class.

Importing a register from CSV or Excel

For a real register, import a file (.csv, .xlsx, or .xls). The expected columns follow the group's share classes switch, so the import always matches how that group votes:

• Without share classes → Name, Email, Share capital, Voting rights. A blank number copies the other.
• With share classes → Name, Email, Class, Number of shares. The Class column must match a class you created for the group; Assembley looks it up and computes each voter's weight. Rows with an unknown class name are flagged and skipped so you can fix them, while the valid rows still import.

A few habits make imports painless: keep the header row at the top (data starts on row two), it's the column order that's read rather than the header names, and the file should hold one voter per row.

Groups, eligibility, and reuse

A voter group is reusable. When you create an assembly you can restrict eligibility to a single group, so one register can serve several different meetings (for example, a shareholders' AGM and a separate board election). Deleting a group never deletes its voters; they simply become ungrouped and can be reassigned.

Where to go next

If your group uses weighted voting or multiple share classes, read Understanding Share Classes and Voting Rights next. New to the platform? Start with Getting Started with Assembley.

This page is general information, not legal advice. Rules change and your articles of association may differ, so check the current rules or ask an adviser before you rely on it.