Creating Your First Assembly

An assembly is a single meeting or vote: an AGM, an extraordinary meeting, a board election, or a standalone resolution. Creating one is where you turn a register of voters into an actual event. This article walks through the decisions you make along the way.

How people join

The first question is how people join the meeting:

• Self-registered voters: people register themselves at the meeting by QR code or link and confirm with a code sent to their email. You accept or reject each one. There is no register: everyone accepted has one vote, and there are no proxies.
• Invited voters: members come from your register and each receives a personal invitation. Votes follow the register, and you can record their proxies in the Proxies tab.

The answer decides which of the other questions are asked: a self-registration assembly has no eligibility group, quorum percentage or proxy limit. See How People Join an Assembly.

Name and type

Start by giving the assembly a clear title (for example, "Annual General Meeting 2026") and choosing what kind of meeting it is. The type sets expectations for the agenda and the record: a routine AGM, an extraordinary general meeting, a board election, and so on.

Meeting mode

You also choose how people take part:

• Remote: everyone joins online.
• In-person: the meeting happens in a room, captured digitally.
• Hybrid: a mix of both.

The mode shapes how participants are onboarded and how presence is recorded. See Remote vs In-Person Participation.

Who can vote: eligibility

An invited assembly has an eligible set of voters. You can let everyone in your register vote, or restrict the assembly to a single voter group, which is useful when one register serves several meetings (say, a shareholders' AGM and a separate board election). You can also exclude specific individuals.

A key point: the eligible set is fixed when the assembly goes live. Up to that moment you can adjust the register and eligibility freely; at go-live, Assembley takes a snapshot so the meeting's basis can't shift underneath it afterwards. See Sending Invitations and Managing Eligibility.

The agenda

An assembly needs an agenda: the list of items to be decided. You can add items now or after creating the assembly. Each item has a type (a resolution to pass, an election to run, a poll, or an announcement). See Building the Agenda.

Quorum and voting settings

If your statutes require a quorum (a minimum level of representation for decisions to be binding), you can enable it and set the threshold for an invited assembly. In a self-registration assembly quorum is your meeting's own matter, outside Assembley; the record shows how many were admitted and how many voted on each item. For share-based organisations, quorum is measured against share capital; for associations, against members present. See Understanding Quorum.

Draft, then live

A newly created assembly sits in draft: you can refine the agenda, eligibility, and settings as much as you like. When everything is ready, you take it live, at which point the eligible register is fixed, invitations go out, and voting can begin. See Running a Live Assembly.

Where to go next

Build out the meeting with Building the Agenda and Sending Invitations and Managing Eligibility. 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.