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Owners Tab

Access the Scheduled Meeting​

On the MeetingPal Home Page, locate the left-hand menu. Select Meetings.

From the dropdown list, locate and select the scheduled meeting you want to manage.

Open the Owners Tab​

In the selected meeting’s dropdown menu, click Owners.

The Owners Page will open, displaying all owners associated with the meeting.

Understanding the Owners Page​

The Owners Page allows you to:

  • View all owners imported or added to the meeting.
  • Search for specific owners by name, unit number, or email address.
  • Edit owner details.
  • Assign invitees to owners.
  • Review voting and ownership information.
  • Import or update ownership records.

Add a New Owner​

Click the Add Owner button.

Complete the owner details form.

Typical fields may include:

  • Owner Name
  • Email Address
  • Mobile Number
  • Unit Number(s)
  • Voting Weight or Participation Quota
  • Notes
  • Click Save Owner.

Edit an Existing Owner​

Locate the owner in the list.

Click the Edit icon or select the owner’s name.

Update the required information.

Click Save Changes.

Assign Invitees to Owners​

The Owners tab can be used to link invitees or attendees to specific owners.

  • Open the owner record.
  • Select Assign Invitee or Link Attendee.
  • Choose the relevant invitee from the list.
  • Save the assignment.

This ensures voting rights and attendance are associated with the correct ownership records.

Import Owners in Bulk (Optional)​

If you have many owners to add:

  • Click Import Owners.
  • Download the template if required.
  • Complete the spreadsheet with owner details.
  • Upload the completed file.
  • Review the import summary and confirm.

Review Ownership Information​

Use the Owners Page to verify:

  • Owner contact details.
  • Linked units.
  • Assigned invitees.
  • Voting weights and quotas.
  • Proxy or attendance relationships.

Important Notes​

Owners are typically used in property and shareholder meetings to represent individuals or entities with voting rights.

Ownership information may affect quorum calculations, vote weighting, and reporting.

Ensure owner details are accurate before sending meeting invites and opening voting.

Bulk import and editing options may vary depending on your organization’s MeetingPal configuration.