Ungrouped Voters and Reassigning Groups

Voter groups are both an organising tool and a definition of how members vote. As your register evolves, you'll sometimes need to move voters between groups or remove a group entirely. This article explains how that works, and why deleting a group never deletes its people.

Groups are buckets your voters live in

Every voter belongs to a group you have chosen. There is no automatic catch-all group, which keeps your register explicit about who votes where. When you create a group you give it a name and a type; voters added or imported into it inherit that context. See Creating and Managing Voter Groups.

Deleting a group keeps the voters

If you delete a group, its voters are not deleted: they become ungrouped. Ungrouped voters still exist in your register; they simply no longer belong to a named group until you reassign them. This is a safety feature: removing an organising bucket should never remove people.

The ungrouped state

Ungrouped voters are shown separately so you can see at a glance who needs a home. From there you can reassign them into an existing group or create a new group for them. Treat "ungrouped" as a temporary holding state rather than a permanent one: for an assembly, you'll usually want voters in a named group so eligibility can be scoped cleanly. See Sending Invitations and Managing Eligibility.

Reassigning voters

Moving voters between groups is how you reshape your register without re-importing (for instance, splitting one large group into a shareholders group and a board group, or consolidating two overlapping groups). When you reassign a voter, keep the group's share classes in mind: a voter's class is meaningful only in a group that uses share classes, so moving them between groups may mean their weighting is interpreted differently. See Group Types and Share Classes.

Practical tips

• Use groups that mirror how you actually run meetings (e.g. one per voting body), so eligibility is a single click.
• After deleting a group, check the ungrouped list and reassign promptly.
• When splitting or merging, re-check capital and class for company voters, since those drive voting weight.

Where to go next

See Editing and Removing Voters for individual changes and Importing Voters from CSV or Excel for bulk register 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.