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Step-by-step guide: how to configure your electoral event

This guide will walk you through the complete configuration of an electoral event, from initial creation to validation.

1. Create an Electoral event

The first step is to define the general settings of the event.

  • Access the dashboard and click on "Create Event".

  • Enter the Title (e.g., "Shareholders’ Meeting 2026").

  • Set the Start Date and Time and End Date and Time for the voting period.

  • Configure the description and, if applicable, upload the organizing entity’s logo.

2. Add a ballot

After creating the event, you need to define the subject of the vote.

  • Select the "Ballot" section.

  • Click on "Add Ballot" and assign an identifying name to the voting session.

3. Voting types and configurations

For each ballot created, you can choose among different voting methods, with the option to set the vote counting as secret or open:

  • Candidate voting: to elect individual persons.

  • List voting: to vote for grouped or closed lists.

  • Proposal voting: for questions, motions, or resolutions.

Depending on the selected voting type, you must then enter the specific content (options, lists, or candidates) as described below.

4. Add voting options

If you selected "proposal voting", you can define the available choices:

  • Default options: quickly add the options "In Favor", "Against", "Abstain".

  • Custom options: enter specific text options based on the proposed question.

5. Add candidates to a ballot

For nominal elections, participant profiles can be added in two ways:

  • Manual entry: directly in the system by filling in the required fields.

  • Import: bulk upload of names via an Excel file.

6. Add lists and candidates

For list-based voting, the procedure remains flexible:

  • Lists and their associated candidates can be created either manually through the interface or by uploading a pre-structured Excel file.

7. Upload the voter list

To define who is entitled to vote, you must populate the event registry.

  • From the dedicated section, you can download an Excel template from the platform.

  • The file must be completed with the following mandatory data:
    First Name, Last Name, Unique identifier (Username), and Email Address.

  • Upload the completed file to generate the list of voters.

8. Validate an electoral event

Before proceeding, the administrator must perform a final review:

  • Data verification: ensure that all entered data, ballot configurations, and the voter list are correct.

  • Event validation: once verified, validate the event by selecting the "Send Credentials" option.

After this operation, some event configurations can no longer be modified, and the voter list cannot be replaced.

9. Opening the vote

The ballot box can be activated in two ways:

  • Automatic: the system opens the voting exactly at the scheduled time set during event creation.

  • Manual: the administrator starts the voting in real time by clicking the "Open Vote" button.

Important note: In both cases, the event must be validated before the scheduled start time. Without formal validation by the administrator, the voting will not open, regardless of the selected activation mode.

For more detailed guidance on each individual step, click on the section titles above. You will be redirected to a dedicated article with screenshots, practical examples, and advanced configuration tips.