How it works

From roster to live ballot in three steps.

How it works

From roster to live ballot in three steps.

STEP 01
Import your membership
Bring in your existing roster by CSV or API. Roles, chapters, and dues map straight across.
STEP 02
Switch on the modules you need
Voting today, marketplace next quarter. Every module inherits the same identities and permissions.
STEP 03
Publish and let members act
Members sign in once and see only what applies to them. Results and receipts are public by default.

Nothing is migrated twice

The roster you import becomes the identity source for every module you switch on later. Adding the marketplace next quarter does not mean re-onboarding a single member.

Members see only what applies to them

Permissions resolve centrally, so a member who is not eligible for a ballot never sees it — in the feed, the dashboard or the navigation.

Receipts by default

Votes, transactions and membership changes are written to an append-only record your board and your members read from equally.

Transact on your terms.

Tell us about your organization and we’ll set up a sandbox hub with your modules pre-configured.

From roster to live ballot in three steps.