Record proxies

Enter each proxy form you receive, then accept, reject or revoke it.

A proxy is someone allowed to vote for another member. When a proxy form arrives, the secretary records it on the Proxies tab.

Steps

1. Choose the Member appointing the proxy.
2. Type the Proxy holder’s name and Proxy holder’s email.
3. Set when it was Received.
4. For each resolution, choose a direction: Holder decides, For, Against or Abstain.
5. Choose Record proxy. It starts as pending.
6. Choose Accept. The app checks the proxy against your meeting's proxy rules, such as the deadline and how many proxies one person can hold. If it breaks a rule, a message tells you why, for example "Proxies had to be received 48 hours before the meeting."

Reject or revoke a proxy

• Choose Reject to turn down a pending proxy. Give a reason.
• Choose Revoke to cancel an accepted proxy. Give a reason.

Good to know

• The proxy rules come from your meeting settings.
• Accepted proxy holders get their own voting link when you email voting links.
• Proxy holders at the venue can be checked in. See Check members in at the venue.
• For what proxy holders see, see Vote as someone's proxy.