Proxy Override Feature

Previously, owners needed to revoke their proxy in order to participate in any live vote. As the host, you can now enable the proxy override option for a voting matter. This allows an owner to “lock in” their advanced votes from a proxy on the record, while still allowing them to participate in any new voting matters that may arise, such as a tiebreaker.

What is the Proxy Override feature?

Voters are prompted to self-revoke their proxy inside of the meeting/voting portal before the live vote period begins if they would like to participate in the live vote.
- This helps to ensure that there are no changes in advanced voting data midway through a meeting.
With our latest update, the host can now choose to allow voters with a proxy on record to vote in new voting matters (i.e. an election tiebreaker) without their previous votes from the proxy being removed.
- The goal of this feature is to allow any new live vote questions to be voted upon by all owners during the meeting, regardless of whether an owner has kept their proxy on record.

How to Allow a Vote to Override Proxy

Head over to the Questions tab of the meeting card.
If you haven't already, copy the questions to the live vote ballot.
Click into the question that you would like to allow the proxy override for.
On the next page, click on the toggle to allow vote to override proxy.
Click update and start the live vote with the updated question when you are ready!

FAQ

1. How does this impact an owner/voter with a proxy on record at the meeting?

An owner present at the meeting can decide to leave their proxy on record and abstain

2. I don't see the option to "allow vote to override proxy"?

If you notice this during your meeting, please get in touch with our support team using the live chat from the meeting card. If you notice this prior to the meeting, please get in touch with your Customer Success Manager at support@getquorum.com for assistance.