The Complete Guide to Customizing your ERG

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The Complete Guide to Customizing Your ERG in Chezie

Best Practices For Launching Chezie

The event scheduling process, explained

Types of event statuses

How to schedule a new event

How to get an attendance report

Event invitee options, explained

How to request approval for an event

How to upload attendance for a past event

How to get your meeting room links when scheduling new events

How to duplicate events

How to copy an event’s landing page URL

Event NPS, explained

How to disable the event approval requirement

How to update an event

How time zones work in Chezie

Advanced options

How to get a QR code for an Event

Viewing RSVPs or Attendees for your event

Events

Slack

Okta SSO

Microsoft Teams (Chat)

Google Calendar

Microsoft/Outlook Calendar

Zoom

Webex

Directory Sync/SCIM/HRIS Integration Overview

Microsoft Teams (Video)

Azure (SAML)

Slack (NEW)

Integrations

Suggested Group leadership roles

What to include in your Onboarding Video

Required Reading

How to create an expense

How to edit an expense

How to delete an expense

How to request approval for an expense

Expenses

How to send an email from Chezie

Customize your Group's Welcome Email

Communications

Lead permissions, explained

Admin permissions, explained

How to update a Lead’s permissions

Adding a new Group Lead

Adding new Admins

How access levels work

Settings

Customize your Group details

ERG Chapters, explained

How to create a new Group

Export your Group membership list

Customize your Account details

Cycles, explained

How to create a new cycle

Join a private group

How to add or remove a member from a Group

Add a new resource

Approve private group join requests

Private Groups

How to edit a cycle

Managing Groups

How to create a goal

How to edit a goal

How to delete a goal

How to use Goals in Chezie

Goals

Chezie Help Center