Setting Up Your Organization

Before you run an assembly, it helps to set your organisation up correctly. The choices here are small in number. This article covers what to configure and why.

Describe your organisation

When you create your organisation, you tell Assembley what kind of body it is: a company, an association, a homeowners association, a professional organization, a union, an education body, or another kind. It describes you, and you can change it in Settings at any time. The people who vote are called voters everywhere.

For how each voter's votes are counted, see Group Types and Share Classes.

What to prepare next

With the basics set, the natural next steps are:

1. Build your voter register. Create a voter group and add the people who can vote, either manually for a few or by import for many. The group's type decides what details each voter needs. See Creating and Managing Voter Groups.
2. Decide on weighting. If your organisation uses different classes of shares or weighted votes, plan your share classes before importing a large register. They determine each voter's computed weight. See Understanding Share Classes and Voting Rights.
3. Invite your team. If colleagues will help administer assemblies, you can add them to your organisation with appropriate access. See Roles and Permissions.

A note on getting it right early

One setting is worth a moment's thought up front because it ripples outward: for share-based organisations, your share-class structure (it drives every voter's voting weight). Everything else (adding voters, creating assemblies) is easy to adjust as you go.

Where to go next

Continue with Inviting and Onboarding Participants, or jump to Creating Your First Assembly when your register is ready. For the big picture, see How Digital General Assemblies Work.

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.