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Summary (Candidacy)

Summary (Candidacy)

The Candidacy’s “Summary” page gives you an overview of the candidacy’s setup, timeline, and resources.

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  • Under the “Setup” section (ie. the top-left box), you can see the candidacy’s slug, locale(s), and information on which configurations has been set that require an identity in the candidacy end-user flow, along with when the candidacy was created and/or last edited.

    • Just under this box, you can also see an overview of the number of accounts, identities, candidates, groups, and parties within the candidacy.

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  • The “Candidacy Timeline” provides a time overview for the candidacy, including the different stages and frontend pages.

  • In the “Resources” area, you can see all of the candidates, groups, accounts, and parties in the candidacy.

1. Setup

To access this setup section, click on the edit icon, as shown below.

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Slug: This is a unique part of the Candidacy’s URL link. You may customize this, but be aware that you may only use letters and numbers (A-Z, a-z, 0-9, - and _). Leave this blank if you wish to auto-generate a slug.

Locales: A locale corresponds to the supported frontend language, or what language end-users will see upon logging in and using the candidacy site. You are able to choose as many locales as needed for your candidacy from the list provided.

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*When you choose multiple locales, the system will allow the end-users to choose their display language on the frontend. This also means that the system will add text fields for each locale you select. You will then need to provide a translation for every language/locale for every editable text field in the system. This is crucial for the candidacy to run and work properly.

Title: This field is not mandatory and can be configured again at a later point.

Delete candidacy: This button will delete the candidacy and everything within it permanently. We generally do not recommend deleting a candidacy due the potential for data loss.

 

2. Copy candidacy, export candidates, and clear candidacy

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Copy candidacy: This button allows you to duplicate an entire candidacy setup, with all of its elements and configurations, or copy a candidacy with only selected configurations. You may choose which elements to copy.

  • Note that no sensitive data will be transferred (no data content for created accounts, identities, or candidates will be copied).

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  • Export to importable .zip file: This feature will copy the candidacy’s configuration to a zipped file, which can later be imported into the system to create a new candidacy.

    • Remember to toggle all the relevant settings to be exported before clicking the “Begin copying…” button. Once the export is done, you will receive a download link in your email or you can download directly from the “Download file” button.

    • Read more on how to import an election file here.

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Once you copy a candidacy, the new candidacy will show up in the “Candidacies” tab of your Organisation.

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Export candidates: This button will download a .json file containing information provided by all approved candidates when registering as candidates. This file is used to import candidates as a ballot in an election event. Check the guide Import a contest for more information on importing a ballot.

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Clear candidacy: This action will permanently delete information contained in the candidacy. Specifically, it will delete identities, accounts, and candidates.

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We generally do not recommend clearing a candidacy if it can be avoided, as you risk losing potentially important data.