Toby Egbuna

A guide to announcing Chezie with your ERG members and entire company.

Best Practices For Launching Chezie

Intro

Announcing Chezie

Ideas from other Chezie customers

Summary

Feedback

Roadmap

Changelog

Reporting

This is a list of all available analytics in Chezie.

Metrics in Chezie

Chezie is SOC2 and pending GDPR compliance. Browse the pages below for more information about our security policies.

Security

A comprehensive document of all of our security practices.

Chezie Security Handbook

Privacy Policy

FAQs

Answers to your most frequently asked questions in one place.

ALL FAQs

Everything you need to know about personalizing and enhancing your ERG's profile in Chezie.

The Complete Guide to Customizing Your ERG in Chezie

Navigating your ERG group settings page

Changing your logo/banner

Editing your Group’s description

Editing your Group’s welcome message

Custom join forms allow you to capture specific information about your members as they join your Group.

Customizing your Group's Join form

Managing your Group’s resources

Connecting your Messaging App Channel

Adding your Group’s email

Changing viewing permissions

How to use our Goals feature to track impact.

Goals

Step-by-step guide on how to create a goal in Chezie.

How to create a goal

How to edit a goal

How to delete a goal

An overview of the entire process of creating and managing goals in Chezie.

How to use Goals in Chezie

Managing Groups

Learn how to customize your Group details like your logo and welcome message.

Customize your Group details

Gain insights into how ERG chapters work in Chezie.

ERG Chapters, explained

How to create a new Group

Export your group's membership list easily.

Export your Group membership list

Customize your account details for a personalized experience.

Customize your Account details

An explanation of how Cycles work in Chezie.

Cycles, explained

Learn how to create a new Cycle in Chezie

How to create a new cycle

Join a private group

Discover how to add or remove members from your group.

How to add or remove a member from a Group

Add new resources to enhance your group's content.

Add a new resource

Streamline the approval process for private group join requests.

Approve private group join requests

Learn how to set your group's privacy to "private" in a few clicks.

Private Groups

How to edit a cycle

How to customize the join form for your ERG

Join Forms

Settings

Understand the roles and responsibilities of group leads in Chezie.

Lead permissions, explained

Get insights into the roles and capabilities of administrators in Chezie.

Admin permissions, explained

A step-by-step guide on modifying lead permissions.

How to update a Lead’s permissions

Learn how to appoint a new Lead to your group.

Adding a new Group Lead

Expanding your admin team with new members.

Adding new Admins

Understand the differences between Admins, Leads, and Members in Chezie.

How access levels work

This guide details how to access and explains the function of each available control.

Managing Feature Controls

Here is a list of all notifications that come from Chezie.

Chezie Notifications

Tools and features for effective communication.

Communications

Learn the step-by-step process of sending emails using Chezie.

How to send an email from Chezie

Tailor your group's welcome email to make a lasting impression.

Customize your Group's Welcome Email

Learn the step-by-step process of sending Slack messages using Chezie.

How to send a Slack message from Chezie

Managing and tracking expenses efficiently.

Expenses

How to create an expense

How to edit an expense

How to delete an expense

How to request approval for an expense in Chezie.

How to request approval for an expense

Required Reading

Every ERG has leads; here’s how we suggest you structure your leadership team.

Suggested Group leadership roles

Here’s a guide on what to include in your Onboarding video for Chezie.

What to include in your Onboarding Video

Articles about connecting Chezie with other tools.

Integrations

How to use our Okta SAML or OIDC integration for SSO.

Okta SSO

How to use our Microsoft Teams Chat Integration.

Microsoft Teams (Chat)

How to use our Google Calendar Integration.

Google Calendar

How to use our Microsoft Calendar Integration.

Microsoft/Outlook Calendar

Zoom

Webex

How our Directory Sync integration works. 

Directory Sync Integration Overview

How to use our Microsoft Teams Video Integration.

Microsoft Teams (Video)

How to use our Azure SAML integration for SSO.

Azure (SAML)

How the Chezie email functionality works.

Email

Slack (2025)

Below is a diagram of how the integration data is used. This includes SSO, Directory, Calendar, and Video.

Integration data flow

PingFederate

Everything you need for successful event planning in Chezie.

Events

An explanation of how scheduling and managing events in Chezie works.

The event scheduling process, explained

Discover the various event status options available in Chezie.

Types of event statuses

A comprehensive step-by-step guide that simplifies the event scheduling process.

How to schedule a new event

Easily access and generate detailed attendance reports for your events.

How to get an attendance report

All of the different options for inviting groups in Chezie.

Event invitee options, explained

Learn how to navigate the event approval request process with our user-friendly guide.

How to request approval for an event

Effortlessly upload and manage attendance records for your past events.

How to upload attendance for a past event

Access and share meeting room links seamlessly when scheduling new events.

How to get your meeting room links when scheduling new events

Streamline your event planning by duplicating existing events with our easy-to-follow instructions.

How to duplicate events

Quickly copy and share event landing page URLs for enhanced event promotion.

How to copy an event’s landing page URL

Learn how NPS works and what each score means.

Event NPS, explained

How to disable the event approval requirement so Leads can approve their own events.

How to disable the event approval requirement

How to update an existing calendar invite with the option to deliver the notifications quietly

How to update an event

An explanation of how time zones work in Chezie. 

How time zones work in Chezie

Explanation for all of the advanced options for your events.

Advanced options

How to get a QR code for an Event

How to view RSVPs or Attendees for your event

Viewing RSVPs or Attendees for your event

Explanation of what the Zoom host key is and how to use it

Using the Zoom host key

How to use your company’s Host Key in a Zoom meeting

Explanation of our event NPS survey feature.

How Event Surveys work in Chezie

How can we help you?

Help Center

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Fixed

chezie

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In Review

Approved/Planned

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Launched

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General Usability

Members

Budget

Forms

Chezie Product Roadmap

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