Webex

How to use our Webex Integration.

Written By Toby Egbuna

Last updated 12 months ago

Note: Only Admins and Group Leads can schedule new events, which means that only these users should be able to access or link a Webex service account (that is unless handled by IT).

How the Webex integration is used

The Webex integration is used when creating new events and when reviewing attendance for events.

The Chezie Webex integration uses the Account level Webex scope. This allows us to gather Account ID's for your Leads and Admins who will be scheduling events and utilizing the Webex integration. After your company's account is connected during the onboarding process, every Lead will have their Webex Account ID stored on their User profile. From there, whenever a new event is scheduled, this Account ID is pulled to create a new meeting in Webex and attach that Webex meeting link to the calendar invite sent via Google or Microsoft Calendar.

Scheduling new events

  1. Navigate to your group's profile page. Click on the Events tab.

  2. Click NEW.

  3. Enter your event details:

    • ERG Event name

    • Event pillar

    • Event date & start time

    • Event date & end time

  4. Enter your event description

  5. Enter your event location. This is where you will input your Webex details are used:

    1. Select Virtual for event type

    2. Select Webex for Video Meeting Type

  1. Enter your event cost and event invitees

  2. Click FINISH

When you finish scheduling an event in your Dashboard, a new Webex meeting will be created and your Webex meeting link will be auto-populated in the calendar invite for this meeting.

How to connect your Company's Webex account

During onboarding, your IT admin will connect your company'sWebex account so you can schedule meetings. Once the initial connection is made, no additional setup is required, and the integrations page

Note: this set up is part of the onboarding process. Once your IT admin has connected your company's Webex account, changes can only be made by contacting support at support@chezie.co.

  1. Switch to admin view

  2. Click Settings → Integrations

  1. Sign in with your selected Webex account

  2. Done!

    Webex Application Scopes

    meeting:schedules_write