Proxy voting — recording who may vote for an absent owner

An owner who cannot attend a meeting can appoint someone to vote in their place. The Proxies tab (under Governance) records those appointments, counts them toward representation, and produces the register that belongs with the minutes.

Start here: record your association's rules.
Open the Proxies tab, pick a meeting, and open "Proxy rules for this association" at the bottom. Turtini supplies NO defaults here, on purpose:
- How many proxies one person may hold. Many states and many governing documents cap this. Leave it blank and Turtini enforces nothing, and says so beside every proxy it accepts. It will never invent a number.
- Your quorum threshold, counted in units or in voting interest. Leave it blank and Turtini will never tell you a quorum was met. It will count who is represented and stop there.
- Whether a proxy survives the owner attending in person.
- Whether your documents permit a proxy that stands beyond one meeting.
- Whether a proxy holder must be a member.
Each field also takes a "where this comes from" note — the statute or the document section. That text is shown to whoever hits the rule.

Then record whether this meeting allows proxy voting.
"May matters at this meeting be voted by proxy?" starts as Not recorded, and while it is, no proxy can cast a vote. This is deliberate: whether a body may vote by proxy turns on your documents and on what kind of meeting it is. A board of directors commonly may not vote by proxy where the membership may. Turtini will not guess which you are holding.

Recording a proxy:
1. Pick the meeting. A proxy is granted for ONE meeting unless your documents permit otherwise and you have recorded that.
2. Choose the owner granting it and the person who will hold it.
3. Choose the scope — General (any matter before the meeting), Limited (only the matters named), or Directed (only the matters named, and only as instructed).
4. Save. Anything Turtini could not check appears as a note on the record and stays on it.
If the same owner already has a proxy for this meeting, the earlier one is marked superseded on the ordinary principle that a later appointment displaces an earlier one. It is not deleted.

Revocation, including by turning up:
- An owner can withdraw a proxy at any time; the board can record a withdrawal it received. A revoked proxy stays on the register, marked revoked.
- An owner who attends in person revokes the proxy they granted. That is what the "Who is here in person" roll does: ticking an owner suspends their proxy immediately. Correcting a mistake on the roll puts the proxy back — nothing is destroyed by a typo.

How a proxy vote is counted:
The holder casts on the Voting surface, and the vote is recorded against the OWNER, not the holder, in the same place and the same way an in-person vote is recorded. So the existing motion tally counts it with everything else, abstentions and recusals included, and a unit can never be counted twice. If the owner later votes in person, their own vote replaces the proxy's.

What the register does and does not say:
The register lists who granted what to whom, when, and what is no longer in force. It does NOT state that a quorum was present, that a listed holder attended, or what any motion did. Those belong in the minutes, and the minutes belong to the board that adopts them.