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Participants, Invitations, and Tokens System

Participants, Invitations, and Tokens System

Overview

UpVoter supports two access modes: open access (anyone with the link can participate) or guest list access (only those with a personal token can join). The organizer manages the list from Management Panel → [UI_TAB_PARTICIPANTS] — allowing them to manually add, bulk import CSVs, send email invitations, and control the voting weight for each participant.

1. Two Access Modes

Open Access (default value)

Anyone with the link can enter without needing an invitation. The system automatically assigns an anonymous identifier to each participant to record their votes and prevent duplicate votes from the same device.

If you like, you can leave the session open to the public and simultaneously ask participants to enter a name manually using the "Request Name" option.

Private Session (Invite-only access)

If you toggle the padlock in your settings, the session becomes private. In this mode, only participants who open the personalized invitation link sent to them can enter. If someone else tries to join using the public link, they will receive a message notifying them that an invitation is required.

In a private session, there is no need to ask for names at entry, and additionally, the system will block QR codes on projection slides since every guest needs their own individual URL.


2. Participant List Management

On the participants tab, you can add them one by one by filling out their Name, Email, Phone, and vote weighting value (if their vote is worth more or less than the rest).

When added, the system instantly reserves a unique, expiring link for each of them.

> Official Capacity Limits: Every subscription plan comes with an allocated maximum limit of concurrent participants allowed per session. Once this threshold is reached—and the minor technical courtesy margin is exhausted—the platform will instantly halt new guest importation and completely secure the entry against new anonymous visitors, greeting them with a polite screen denying admission before voting due to "maximum capacity reached". To host larger audiences, consider upgrading to higher volume tiers (Starter, Growth, Pro, Enterprise, or Assembly).

Import via CSV File

To add many guests at once, use a CSV file via the Import CSV button. The columns must follow this format: name;email;phone;weight Only the "name" column is strictly required; the rest are optional.

Editing and Deletion

At any point, you can edit a participant's data by clicking the pencil icon in their row, or entirely remove their access with the trashcan icon. Don't worry, if they cast a vote previously, it will remain anonymous and counted, but their unique link will be invalidated preventing re-entry.

3. Link Security and Expiration

To maintain voting privacy, personal links are secured so it is mathematically impossible for a user to guess someone else's link to vote on their behalf.

Link Expiration

Invitation links have an expiration date for security reasons, set to a standard 90 days. If you manually extend them to a later date, or if you resend an email, the timer will reset, providing your guests with more access time.

Expired links display a warning if the participant tries to open them, and your guest list will highlight in red if any active invitations have expired.


4. Email Invitations — Complete Workflow

You can select and send invitations individually or in bulk, indicating whether you'd prefer to include a short optional message.
When clicking "Prepare shipments", UpVoter will distribute emails at a controlled rate, bypassing anti-spam block rules.

If for any reason one or a few emails are invalid, they will show as "failed" after the progress bar is complete, allowing you to review and fix problematic addresses without restarting the whole batch.


5. Participant Names or Aliases

If you have "request name" turned on for an open session, people will be asked to insert a nickname or their real name to participate.
  • They only need to do this once. They won't be bothered again after the first interactive form nor for the rest of the day on that single browser or device.
  • If they'd rather not present their name, they can skip it by clicking "Participate anonymously" to simply be identified as 'Anonymous'.
  • This name will be visible if you use the Q&A module and for podium leaderboards.

  • 6. Weighting — The Power of the Vote

    If you require certain votes to carry more weight, you can configure a "weighting" value when adding a user to the guest list. You can set it as a vote count (e.g., "this guest equals 3 votes") or a percentage ("this guest represents 50% of the company").

    We strongly remind you that any changes to these weights will not apply retroactively to votes cast by that person, which means you must configure it before the session starts and the user casts their first vote. You can find comprehensive details about multipliers in the Voting Weighting Manual.


    7. Guest Color Badges

    Inside your management panel, you can visually distinguish the status of every list member thanks to application "badges" appended to their names:

  • Green Badge ("Invited"): The UpVoter server successfully queued and delivered your invitation email to this person.

  • Blue Badge ("Accessed"): This person opened the email and tapped their entry link at least once.
  • Using these badges, as an organizer you'll be able to tell which users couldn't access the platform (perhaps their inbox was full, mistyped, or went to spam) to assist them manually.

    Along with badges, you'll see the security date, blinking red if that entry window has expired.


    8. Anonymous Participant — Access without Invitation

    In sessions where anyone can drop in using the global link, anonymous participants are only remembered by the specific browser they started in. If they open Chrome, Safari, or switch mobile phones, it is normal that UpVoter will request their name again and temporarily consider them as two separate users (even if they connect from the exact same WiFi network or location).


    Tags: participants, tokens, invitations, email, weighting, request-name, anonymous, expiration, badges

    Participants, Invitations, and Tokens System — UpVoter.io