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Chezie
Welcome!
Managing Groups
Creating a new Group
Customize your Account details
Customize your Group details
Download Group membership list
Add a new resource
Make a Group private
Approve private group join requests
Join a private group
Update your Lead profile
Communications
Send an email (Leads)
Send an email (Admins)
Customize your Group's Welcome Email
Events
The event scheduling process, explained
Types of event statuses
How to schedule a new event
How to get your meeting room links when scheduling new events
How to upload attendance for a past event
Event NPS, explained
User management (admins)
Add a Lead
Adding new Admins
Admin permissions, explained
How to update an Admin's permissions
Integrations
Zoom
Slack
Okta
Microsoft Teams
Microsoft Calendar
Google Calendar
REQUIRED READING
Suggested Group leadership roles
The 4 C's framework, explained
Support
Need additional support?
Budgeting & expenses
How to create an expense
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Welcome!
Please use this support documentation as you navigate the Chezie ERGs Dashboard.
If you have questions that you can't find answers to in our documentation, feel free to contact us at [email protected] and we'll get back to you within 24 hours.
Next - Managing Groups
Creating a new Group
Last modified 8mo ago
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