Quick Guide to Setting Up a Candidacy Site
Last updated: March 2025
This guide provides an overview of how you can set up and run a “Candidacy” event. It makes use of a fictitious database and examples to exhibit how someone may successfully prepare a Candidacy/Pre-Elect event in Electa. To make full use of this guide, you must be an organization owner. As this is a quick-start guide, it will not cover every possible configuration available within the system.
This guide is divided into the following sections:
Before Getting Started
To gain access to the system for the first time, you should have received an email invitation to do so. Click the link within the message to set up your new password in Electa.
Enter your desired password in the first field and repeat the same password in the second field. Electa requires a strong password consisting of at least 15 characters.
We also recommend that you bookmark this website in your browser so that you can easily find your way back to the login page going forward.
You should now have gained access to your organization in Electa and can begin setting up your first election.
How to Create a New Candidacy Site
The “Candidacy event” format is used to nominate candidates for an election before it takes place. This event usually occurs before an election or while an election is ongoing. Eligible users can sign up to become candidates by either nominating themselves or being nominated by a peer using this “Candidacy event.“
To get started, you will need to create your first Candidacy event.
Go to the “Candidacies” tab on the “Organisation” menu to the left.
Click the “+ New Candidacy” button to the right to create a new Candidacy event.
Fill out the “Slug” field with “preelection” to create a URL tag for the event. This will be visible in the URL path.
Select “English” as the voter locale. This will define the language voters will use.
Fill in “Pre Election Event” in the “Title” field.
Finally, click the “Create Candidacy” button after filling in all the fields.
You will land on the “Summary” page of the event you just created. The event has now been saved with your initial preferences, and you are ready to set up the site’s configuration.
Video Guide
