Stage	Incident Value	Chezie Value	Rationale
Detect	Chezie has identified an issue before it causes serious disruptions.	Focus on issue(s).	Our automated vulnerability tools should be able to alert us of incidents before stuff hits the fan.
Respond	Notify team members. Leverage skill sets.	Team work makes the dream work.	No fuss, we focus on taking care of the incident. Is it more work? Sure, now imagine we let it fester, now let’s get it done.
Recover	We can fix this, so let’s fix it!	We are fixing the issue for the customer! Let’s not turn them off.	Minimize impact on customers. Ensure we can get back online and everything is secure.
Learn	What happened? We win as a team and learn as a team.	So what actually happened? Don’t be bitter, be better.	Things happen. There is no such thing as a perfect system. Accountability and support will stimulate growth, pointing fingers will not.
Improve	Let’s not have this happen again.	We all have opportunities! Let’s enact those opportunities.	We’ve identified the underlying issues, now we must implement changes to ensure this bug is in the books.

\n\n```plaintext\nTools of the trade\n\nIssue tracking - Every issue will be tracked using Linear. The issue(s) will be transparent and tracked until resolution (completed).\n\nGoogle Meet - Real time communication and interfacing will help identify issues.\n\nNotion - We use Notion to detail incidents/issues and share postmortems.\n\nSlack/Teams/Email - Communicating status with customers will help keep everyone informed.\n```\n\n```plaintext\nIncident Manager\n```\n\nEvery incident will have an incident manager (IM). The incident manager is a role and they are empowered to take any action necessary to resolve the incident. The IM can call, message, and contact anyone in the company to ensure the resolution of the incident is swift. We define roles during an incident because incidents have range so we leverage whoever best fits certain roles to ensure efficient success.\n\n```plaintext\nIncident Table\n```\n\nFollowing is filled for every incident:\n\n\n\n

Summary	What’s the emergency?
Description	What’s the impact on customers? Include contact info so responders can interface.
Severity/Priority	Urgent or High means team members will be contacted immediately
Faulty Service	The service that has the fault that's causing the incident. Indicate “unknown” if you don’t know.
Affected Products	Which products/features/views/integrations are affected by the incident. Indicate any that apply

\n\nFill out Notion doc with above details ☝🏽\n\n```plaintext\nAssessing the incident\n```\n\nAfter we’ve established communication, it’s time to assess the incident.\n\nThings to consider:\n\n- What is the extent of business impact?\n\n- What is the customer experience like?\n\n- Who is affected?\n\n- When did the incident begin?\n\n- How many support cases have customers opened?\n\nAs we assess, we will record data in our Notion Incident Document to gather as much data as possible and so that visibility is company wide. Our Incident Document will be our single source of truth.\n\nBased on the business impact of the incident we will assign a severity level to it. We have 4 different levels of severity\n\n\n\n

Level	Description	Example
Urgent	A critical incident with very high impact.	-Customer data loss. -Chezie is down for all customers. -Privacy has been breached.
High	A major incident with significant impact.	-Some customers cannot access Chezie or one of its integrations. -Functionality is inconsistent or buggy.
Medium	A moderately visible incident with some measurable impact.	-Customers are reporting data inconsistencies in data visualizations and/or reporting. -Data sync issues, can be updated and resolved.
Low	A minor incident with low impact.	-Performance degradation -Minor inconvenience to customers.

\n\nEstablish the severity of the incident and report it to the team. An urgent incident is essentially all hands on deck immediately. Medium and low do not require as many resources but get bumped to the top of our TODO list.\n\n```plaintext\nRaise a new issue\n```\n\nCreate an issue in Linear that addresses all of the above. Assign issue to Incident Manager.\n\n```plaintext\nCommunication\n```\n\nIt’s clear the incident is real, you want to communicate internally and externally as soon as you can.\n\nInternal communication is to reduce confusion and optimize clarity in order to respond ASAP.\n\nThe goal of external communication is to let the customer know you know something is wrong and that you’re looking to fix the incident as soon as possible.\n\nCommunication is important for both your team members and customers, this kind of transparency breeds trust in all parties. After all, we follow best practices, and always have our customer's best interest in mind.\n\nWe will use Slack/Teams and email as our external/internal communication tools.\n\nWe will send follow ups at every stage of the incident management process until resolution is reached.\n\n```plaintext\nDelegation\n```\n\nThe IM will delegate roles that best fit team members.\n\nTeam members will be responsible and responsive, as long as the role is clear, they will be able to work quickly as part of the incident team.\n\nOur roles are:\n\n1. Incident Manager - Varies\n\n2. Tech Lead - Varies\n\n 1. Senior technical responder. Responsible for identifying what’s broken and why. Will also be responsible for implementing changes and running the tech team. Works in conjunction with IM.\n\n3. Communications Manager - Dumebi\n\n 1. A person familiar with public communications. Should be our company’s communications point of contact. Responsible for writing and sending communications to all stakeholders.\n\n```plaintext\nReview and Resolve\n```\n\n- We’ve figured out what the issue is. Time for resolution.\n\n - Watch for team fatigue.\n\n - Ensure team members are focusing on issues at hand and that resolution is imminent.\n\n - If it’s a long night, consider rotating roles. Who has been working the longest, time zones to be considered.\n\n - Make sure everyone feels like they are working toward a singular and shared goal, this is no time for segmentation in thought.\n\nWhen business impact has ended the incident is over.\n\nWe will fill out our Notion incident template with issues, post mortem notes. Points of interest.\n\n- Start of impact time\n\n- Detection time\n\n- Time to recover\n\nWe close out linear issues and go in depth into the post mortem in the next stand up meeting.\n\n## Privacy\n\n1. **Is there collection, access, processing, disclosure, or retention of any classification of personal information or personal data of individuals on behalf of the client?**\n\n Chezie will ask for targeted user data for the purpose of data aggregation and compilation of insights.\n\n2. **Is there a Third Party Risk Management Program (including ongoing monitoring) in place to address data protection safeguards (administrative, technical, and physical safeguards for the security of the client-scoped data?**\n\n [Please refer to Third Party Risk Management Policy](https://docs.google.com/document/d/16yFrnYdBQY9S9RYxv-I8U0ZdQ7MqMJwX8VeA3OuZwcs/edit#bookmark=id.o79orvakiptv)\n\n3. **Is there a documented policy or process to maintain accurate, complete, timely and relevant records of client-scoped data?**\n\n We maintain only data that is relevant.\n\n## All-Encompassing\n\n1. **Employee Onboarding**\n\n Employees are subject to background checks and confidentiality agreements.\n\n2. **Log Retention Policy**\n\n We have a log retention policy of 90 days. Within 90 days, all logs are readily available, and then after 90 days, logs are archived and retained for 6 years. After 6 years, all archives are destroyed.\n\n3. **What is client data used for?**\n\n Aggregation and Analysis. No marketing.\n\n## Appendix - Google Scope Details\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195060e-200c-7ee8-a110-9eb0828c327e.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195060e-378c-77cc-a567-9f205b8a5334.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195060e-4c33-7fd9-8dbe-b6a351e66215.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195060e-6661-7c98-9128-2c7387d16650.png)\n\nFor more details regarding google scopes:\n\n","2026-04-16T19:06:35.794Z","2026-04-17T21:03:38.330Z","27be62db-f521-4ae8-a5b6-ed149ef7a113",[],[],[],"Adding & Managing Admins","1. Go to **Settings**\n\n ![1.png](/api/knowledge-base/images/f5c88185-8e89-42e2-9d43-dbe4ce020ee3)\n2. Click on **Admins**\n\n ![2.png](/api/knowledge-base/images/e5028756-5b54-4e0b-bce2-1a9fad47060a)\n3. Click on **Add new admin**\n\n ![3.png](/api/knowledge-base/images/b1e90e8c-9514-4db4-9e2d-bdcfccadb6c8)\n4. Type Employee name\n\n ![4.png](/api/knowledge-base/images/30bca00e-e4e3-41de-902d-ee7d6a72f92d)\n5. Select Employee name\n\n ![5.png](/api/knowledge-base/images/e9d4ec42-0fad-46de-9042-5aa692bd9aa0)\n6. Select applicable permissions\n\n ![6.png](/api/knowledge-base/images/d553a4f2-371a-49bb-a138-3c3726e12419)\n7. Click on **Invite**\n\n ![7.png](/api/knowledge-base/images/abb20c81-9cee-4119-9366-53869d0d6786)","2026-07-02T17:00:57.520Z","2026-07-02T17:04:58.742Z","5543fb2b-7582-4774-a901-6f640700f7fe",[],[],[],"security","Chezie is SOC2 and pending GDPR compliance. Browse the pages below for more information about our security policies.","icon","lock","articleCount",4,"parentId","2026-04-16T19:04:35.318Z","2026-06-30T21:20:29.215Z","cspNonce","bb4b061c3a1b4b510984cd2d0f6f6894bcfcce67bae694a88a84d63f76699d8a","firebaseConfig",{"_2323":2324,"_2325":31,"_115":2326},"session",{"_2318":2319,"_2320":27},"inAppChat","mixpanelToken","cc23843c498db1553f595eae3fae57d7","sentryDsn","https://cd638f7e7e056e6e02d1d91f09ba2fa9@o563911.ingest.us.sentry.io/4510302612946944","environment","prd","theme","isMac","isEmbed","embedConfig","userProfile","projects",[2311],[1661,1662,1663,1664,1665,1666,1667,1668,1669,1670,1671,1672,1673,1674,1675,1676,1677,1678,1679,1680,1681,1682,1683,1684,1685,1686,1687,1688,1689,1690,1691,1692,1693,1694,1695,1696,1697,1698,1699,1700,1701,1702,1703,1704,1705,1706,1707,1708,1709,1710,1711,1712,1713,1714,1715,1716,1717,1718,1719,1720,1721,1722,1723,1724,1725,1726,1727,1728,1729,1730,1731,1732,1733,1734,1735,1736,1737,1738,1739,1740,1741,1742,1743,1744,1745,1746,1747,1748,1749,1750,1751,1752,1753,1754,1755,1756,1757,1758,1759,1760,1761,1762,1763,1764,1765,1766,1767,1768,1769,1770,1771,1772,1773,1774,1775,1776,1777,1778,1779,1780,1781,1782,1783,1784,1785,1786,1787,1788,1789,1790],"collections",[188,189,190],"uncategorizedArticles",[],{"_61":1632,"_101":1633,"_84":1634,"_156":1635,"_160":-5,"_115":-5,"_116":1636,"_118":1637,"_22":1638,"_24":25,"_158":441,"_12":1639,"_196":1640},{"_61":649,"_101":650,"_84":651,"_156":-5,"_160":-5,"_115":94,"_116":652,"_118":653,"_22":654,"_24":25,"_158":194,"_12":655,"_196":656},{"_61":100,"_101":102,"_84":191,"_156":-5,"_160":-5,"_115":94,"_116":192,"_118":193,"_22":93,"_24":25,"_158":194,"_12":195,"_196":197},"Documentation for the upgraded 2026 Chezie platform. If you were onboarded recently or have already upgraded, this is you. Start here for guides on managing your groups, events, communications, expenses, goals, and reporting.","2026-06-30T15:00:16.636Z","2026-07-06T12:35:22.263Z",0,[],"subCollections",[198,199,200,201,202,203,204,205],{"_61":104,"_101":154,"_84":155,"_156":157,"_160":93,"_115":94,"_116":161,"_118":162,"_22":103,"_24":25,"_158":159,"_12":631,"_196":632},{"_61":597,"_101":598,"_84":-5,"_156":599,"_160":93,"_115":94,"_116":600,"_118":600,"_22":601,"_24":25,"_158":222,"_12":602,"_196":603},{"_61":504,"_101":505,"_84":-5,"_156":506,"_160":93,"_115":94,"_116":507,"_118":508,"_22":509,"_24":25,"_158":510,"_12":511,"_196":512},{"_61":470,"_101":471,"_84":-5,"_156":472,"_160":93,"_115":94,"_116":473,"_118":473,"_22":474,"_24":25,"_158":222,"_12":475,"_196":476},{"_61":429,"_101":430,"_84":-5,"_156":218,"_160":93,"_115":94,"_116":431,"_118":432,"_22":433,"_24":25,"_158":211,"_12":434,"_196":435},{"_61":393,"_101":394,"_84":-5,"_156":395,"_160":93,"_115":94,"_116":396,"_118":397,"_22":398,"_24":25,"_158":222,"_12":399,"_196":400},{"_61":305,"_101":306,"_84":-5,"_156":45,"_160":93,"_115":94,"_116":307,"_118":308,"_22":309,"_24":25,"_158":310,"_12":311,"_196":312},{"_61":206,"_101":207,"_84":-5,"_156":208,"_160":93,"_115":94,"_116":209,"_118":209,"_22":210,"_24":25,"_158":211,"_12":212,"_196":213},"Managing Your Group","managing-your-group","compass","2026-06-30T21:17:53.512Z","1f4ffd91-038c-44a0-a817-6df7bc5a5164",1,[296],[214,215],{"_61":252,"_101":253,"_84":-5,"_156":254,"_160":210,"_115":94,"_116":255,"_118":256,"_22":257,"_24":25,"_158":159,"_12":258,"_196":259},{"_61":216,"_101":217,"_84":-5,"_156":218,"_160":210,"_115":94,"_116":219,"_118":220,"_22":221,"_24":25,"_158":222,"_12":223,"_196":224},"Managing Members","managing-members","users","2026-07-01T20:09:40.389Z","2026-07-01T20:10:33.302Z","19cd4049-f6c4-4dd4-8a56-f2085ba8079c",3,[225,226,227],[],{"_82":244,"_101":-5,"_111":-5,"_112":245,"_114":221,"_115":94,"_116":246,"_118":247,"_22":248,"_24":25,"_121":249,"_123":-5,"_124":250,"_126":251},{"_82":236,"_101":-5,"_111":-5,"_112":237,"_114":221,"_115":94,"_116":238,"_118":239,"_22":240,"_24":25,"_121":241,"_123":-5,"_124":242,"_126":243},{"_82":228,"_101":-5,"_111":-5,"_112":229,"_114":221,"_115":94,"_116":230,"_118":231,"_22":232,"_24":25,"_121":233,"_123":-5,"_124":234,"_126":235},"Export member list","1. Click on **Members**\n\n ![1.png](/api/knowledge-base/images/67a2984a-7622-467d-ab10-1711bd82e7b9)\n2. Click on **Export** then **Members export**.\n\n ![4.png](/api/knowledge-base/images/acb8e76a-57e9-4622-82a7-15960cefc3ef)\n3. Your member list export will be downloaded as a CSV file.","2026-07-01T20:23:10.627Z","2026-07-01T20:24:23.016Z","4a086135-812e-487f-ab33-5e6065285b73",[],[],[],"Approve private join requests","1. Go to Members.\n\n ![1.png](/api/knowledge-base/images/63ecf470-fe01-4856-b60e-cdeda947c8c9)\n2. Click on **Join requests**\n\n ![2.png](/api/knowledge-base/images/ba7b903f-31a2-4330-b1a6-8e833656d9e9)\n3. Click on **Approve**\n\n ![3.png](/api/knowledge-base/images/b3b90e39-b05e-4e96-b7d3-335a92ad00e5)","2026-07-01T20:20:29.631Z","2026-07-01T20:21:39.979Z","b14111fe-955a-4835-bfe6-4cc6bf07834d",[],[],[],"Add/remove members","# [Add Members in Chezie](https://app.tango.us/app/workflow/0b0f4ecf-c836-4e2f-86f6-e888e0d3fb2c?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)\n\n1\\. Click on **Members**\n\n![1.png](/api/knowledge-base/images/2cabfd64-ca8b-42db-bc21-f771074f57ea)\n\n2\\. Click on **Add Member**\n\n![2.png](/api/knowledge-base/images/7abff9b0-19af-4d75-a2e1-715d1a13af89)\n\n3\\. Type Employee(s) name\n\n![3.png](/api/knowledge-base/images/26470375-0baa-41fa-a255-3c6bd936ad1f)\n\n4\\. Click on Employee Name\n\n![4.png](/api/knowledge-base/images/b8d467d1-9322-4475-912d-e4dd37a92e2c)\n\n5\\. Click on **Add Member**\n\n![5.png](/api/knowledge-base/images/df4adef6-ec7c-4b0d-be8a-ce34a8d729fb)\n\n# [Remove Members in Chezie](https://app.tango.us/app/workflow/45de0808-ca4d-4ca4-a9d0-fce679f6e83a?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)\n\n1\\. Click on **Members**\n\n![1.png](/api/knowledge-base/images/64894fe3-bd05-4cd5-ba0b-042a00844edc)\n\n2\\. Find Member and click on **Remove**\n\n![2.png](/api/knowledge-base/images/fa038ccf-8612-4c4b-a481-2b08cfc9aafd)\n\n3\\. Click on **Delete**\n\n![3.png](/api/knowledge-base/images/e6ae95a1-7d0c-4edc-adcf-66f2556b192d)","2026-07-01T20:12:06.873Z","2026-07-01T20:17:21.228Z","2c6d7850-2fed-493a-b5bb-bc0ebf8528ac",[],[],[],"Group Setup Essentials","group-setup-essentials","flag","2026-07-01T19:52:42.915Z","2026-07-01T20:10:21.550Z","23f5a367-fbe4-4a57-a0a3-e8876de6cf95",[260,261,262,263],[],{"_82":288,"_101":-5,"_111":-5,"_112":289,"_114":257,"_115":94,"_116":290,"_118":291,"_22":292,"_24":25,"_121":293,"_123":-5,"_124":294,"_126":295},{"_82":280,"_101":-5,"_111":-5,"_112":281,"_114":257,"_115":94,"_116":282,"_118":283,"_22":284,"_24":25,"_121":285,"_123":-5,"_124":286,"_126":287},{"_82":272,"_101":-5,"_111":-5,"_112":273,"_114":257,"_115":94,"_116":274,"_118":275,"_22":276,"_24":25,"_121":277,"_123":-5,"_124":278,"_126":279},{"_82":264,"_101":-5,"_111":-5,"_112":265,"_114":257,"_115":94,"_116":266,"_118":267,"_22":268,"_24":25,"_121":269,"_123":-5,"_124":270,"_126":271},"Update Logo / Banner","1\\. Click on Settings\n\n![10.png](/api/knowledge-base/images/755df3af-900a-44b2-baf5-e92b127dfb0a)\n\n2\\. Click on appropriate Team\n\n![11.png](/api/knowledge-base/images/6bd17ed5-6ca1-45f5-b910-3b9f917180dc)\n\n3\\. Select Group\n\n![12.png](/api/knowledge-base/images/c39bdd5d-0d44-448e-86b8-ed667a43ef3e)\n\n4\\. Click on Branding\n\n![13.png](/api/knowledge-base/images/de778112-a77b-4755-b1a5-d7094bafc6ab)\n\n5\\. Click on Group Logo\n\n![14.png](/api/knowledge-base/images/44225f58-ffa9-4220-8f95-24915ee24c92)\n\n6\\. Upload Logo\n\n![15.png](/api/knowledge-base/images/288911c3-0931-4fbf-8f92-8828eacdfdd6)\n\n7\\. Click on Upload your Group Banner\n\n![16.png](/api/knowledge-base/images/baefc9ad-f1db-484e-99b0-be85c5993205)\n\n8\\. Upload your Group Banner\n\n![17.png](/api/knowledge-base/images/44b2f4e1-0960-480a-9e54-d1cb98c2bfd4)\n\n9\\. Click on Save changes\n\n![18.png](/api/knowledge-base/images/75c9587f-e532-4b96-8da4-2b97a4a4dd98)","2026-07-01T19:57:38.101Z","2026-07-01T20:00:27.197Z","6d1eaecd-452b-47db-8a24-d28e08b5e129",[],[],[],"Update Group Details","1\\. Click on Settings\n\n![4.webp](/api/knowledge-base/images/5e008910-a83a-45a2-96f7-8b317abcebbe)\n\n2\\. Click on appropriate Team\n\n![5.webp](/api/knowledge-base/images/fe915ffb-46cb-475b-8999-60427bac5eed)\n\n3\\. Click on Group\n\n![6.webp](/api/knowledge-base/images/e2c8c5df-3b18-4b3b-be14-2e6f93026664)\n\n4\\. Click on Group details\n\n![7.webp](/api/knowledge-base/images/7679ac49-6787-433c-9bd5-8fdcf8f93eb7)\n\n5\\. Edit Group Details\n\n![8.webp](/api/knowledge-base/images/50f1ef61-bad3-4a95-8c31-c0f5791bb2ed)\n\n6\\. Click on Save changes\n\n![9.webp](/api/knowledge-base/images/09b11232-9b43-4d90-936b-80488ec380cb)","2026-07-01T19:50:21.961Z","2026-07-01T19:55:31.850Z","54234e72-dc57-4fcb-9279-dc393c0815b2",[],[],[],"Add Welcome Email","1\\. Click on Settings\n\n![19.png](/api/knowledge-base/images/db808003-9d43-4857-b5ec-a173f5138692)\n\n2\\. Click on applicable Team\n\n![20.png](/api/knowledge-base/images/c57e2709-0573-4b5a-9a8e-e879036e7395)\n\n3\\. Click on Group\n\n![21.png](/api/knowledge-base/images/c3644240-2aaf-48cc-80d4-66b36c47bf17)\n\n4\\. Click on Communications\n\n![22.png](/api/knowledge-base/images/23044c4c-37b9-41d5-bb5e-5fce90870fea)\n\n5\\. Click on Edit Message\n\n![23.png](/api/knowledge-base/images/b9a72ab1-82ba-4891-b298-b58e9c61fa24)\n\n6\\. Type in text field\n\n![24.png](/api/knowledge-base/images/116f711a-7f78-4cda-8c63-13b1de82eb25)\n\n7\\. Click on Save changes\n\n![25.png](/api/knowledge-base/images/451abc74-142b-4c6a-8b4d-db1c2bda6d36)","2026-07-01T20:02:15.597Z","2026-07-01T20:04:32.237Z","3ae8a0e9-7224-47a8-8257-f5ad4ea87a96",[],[],[],"Add Group Email","1\\. Click on **Settings**\n\n![26.png](/api/knowledge-base/images/559f4741-b3bc-4b42-abb1-a013968daa66)\n\n2\\. Click on applicable **Team**\n\n![247.png](/api/knowledge-base/images/8ad23bd6-309c-4104-b291-3848bc5819a1)\n\n3\\. Click on **Group**\n\n![28.png](/api/knowledge-base/images/6b929bfa-a887-4249-a512-71813883d1b7)\n\n4\\. Click on **Communications** and add email under **Group email**.\n\n![29.png](/api/knowledge-base/images/d81a2185-9b61-4457-a006-5e7d6dffeefc)\n\n5\\. Click on **Save**\n\n![30.png](/api/knowledge-base/images/775b02c3-7935-4666-8a42-41314f432687)","2026-07-01T20:05:46.387Z","2026-07-01T20:08:30.076Z","e2bb8f24-91f4-4b5d-b9a2-921d9c413085",[],[],[],{"_82":297,"_101":-5,"_111":-5,"_112":298,"_114":210,"_115":94,"_116":299,"_118":300,"_22":301,"_24":25,"_121":302,"_123":-5,"_124":303,"_126":304},"Managing join forms","# [Create Join Form in Chezie](https://app.tango.us/app/workflow/c79cac26-8d88-4d8a-b744-4fb0242c8b60?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)\n\n1\\. Click on **Settings**\n\n![5.png](/api/knowledge-base/images/a2afa7f0-e2d6-4d8f-8ed7-451a8cf36815)\n\n2\\. Click on Group Name\n\n![6.png](/api/knowledge-base/images/1fc279cb-a986-4dc2-87a3-36fb59598eac)\n\n3\\. Click on **Create Join Form**\n\n![7.png](/api/knowledge-base/images/66875d10-e047-427d-869c-030a1c9121bb)\n\n4\\. Type Join Form title, form description and instructions\n\n![8.png](/api/knowledge-base/images/e4b7e4c7-9bbd-4e46-8795-7676f9d9ce78)\n\n5\\. Click on **Continue**\n\n![9.png](/api/knowledge-base/images/4d312858-7bd1-4188-9d7a-4e20a638f2cd)\n\n6\\. Create form questions\n\n![10.png](/api/knowledge-base/images/63e1ce45-42d8-4d07-ae8e-41cf8778def6)\n\n7\\. Click on **Publish**\n\n![11.png](/api/knowledge-base/images/b9ab1aaf-0f8e-49c7-a796-2d2d766a6043)","2026-07-01T20:26:04.664Z","2026-07-01T20:29:42.066Z","79ae9a40-8284-4f4d-a24f-2f95845245c7",[],[],[],"Integrations & Setup","integrations-3","2026-06-30T17:07:58.298Z","2026-06-30T21:20:09.453Z","440e8be6-5c18-4678-8127-4eeec73c7277",8,[313,314,315,316,317,318,319,320],[],{"_82":384,"_101":385,"_111":-5,"_112":386,"_114":309,"_115":94,"_116":387,"_118":388,"_22":389,"_24":25,"_121":390,"_123":-5,"_124":391,"_126":392},{"_82":375,"_101":376,"_111":-5,"_112":377,"_114":309,"_115":94,"_116":378,"_118":379,"_22":380,"_24":25,"_121":381,"_123":-5,"_124":382,"_126":383},{"_82":366,"_101":367,"_111":-5,"_112":368,"_114":309,"_115":94,"_116":369,"_118":370,"_22":371,"_24":25,"_121":372,"_123":-5,"_124":373,"_126":374},{"_82":357,"_101":358,"_111":-5,"_112":359,"_114":309,"_115":94,"_116":360,"_118":361,"_22":362,"_24":25,"_121":363,"_123":-5,"_124":364,"_126":365},{"_82":348,"_101":349,"_111":-5,"_112":350,"_114":309,"_115":94,"_116":351,"_118":352,"_22":353,"_24":25,"_121":354,"_123":-5,"_124":355,"_126":356},{"_82":339,"_101":340,"_111":-5,"_112":341,"_114":309,"_115":94,"_116":342,"_118":343,"_22":344,"_24":25,"_121":345,"_123":-5,"_124":346,"_126":347},{"_82":330,"_101":331,"_111":-5,"_112":332,"_114":309,"_115":94,"_116":333,"_118":334,"_22":335,"_24":25,"_121":336,"_123":-5,"_124":337,"_126":338},{"_82":321,"_101":322,"_111":-5,"_112":323,"_114":309,"_115":94,"_116":324,"_118":325,"_22":326,"_24":25,"_121":327,"_123":-5,"_124":328,"_126":329},"Why do we need to set up SCIM and SAML?","why-do-we-need-to-set-up-scim-and-saml","In Chezie, SCIM and SAML are two separate applications with different uses.\n\n1. SAML allows users to log in to Chezie. During the login process, we capture the person's email.\n\n2. SCIM provisions users so we have the attributes we need from your directory (job title, department, office, etc.).\n\nIn Chezie, there are user records and employee records.\n\n- User records are created only when someone logs in - **only employees who have logged into Chezie have a user record**\n\n- Employee records are created via the SCIM integration - **every employee at your company has an employee record in Chezie**\n\nWhen an employee logs in via SAML, our system uses the email captured through SAML to link their user record to the employee record already in our database.","2026-04-16T20:09:01.176Z","2026-06-30T17:46:44.463Z","fd2580f1-cfd6-4c76-ba5c-e9ea771baceb",[],[],[],"SAML SSO","saml-sso","Find instructions below for setting up SAML SSO with Azure, Okta, and Google Workspace.\n\n## Azure Entra ID\n\n1. Go to the [portal.azure.com](http://portal.azure.com) dashboard.\n\n2. Go to **Enterprise applications**.\n\n3. Click **+ New application > + Create your own application**, enter Chezie for the name of the app and make sure to select the **Integrate any other application you don't find in the gallery (Non-gallery)** option.\n\n ![](/api/knowledge-base/images/47aee978-8b6d-4e36-84e8-6bfc28d72c58)\n\n4. Once on the overview screen, click **2. Set up single sign-on> SAML.**\n\n5. Edit the **Basic SAML Configuration** and configure the following options accordingly:\n\n - **Identifier (Entity ID):**\n\n 1. Click **Add identifier**\n\n 2. Enter the following URL: \n\n - **Reply URL (Assertion Consumer Service URL):**\n\n 1. Click **Add reply URL**\n\n 2. Enter the following URL: \n\n - **Sign on URL (Optional):**\n\n 1. Enter https://<yourcompanyname>.chezie.io/\n\n - <yourcompanyname> should be defined during the onboarding process\n\n6. Click **Save** and close the configuration.\n\n7. Under **SAML Certificates**, download the **Federation Metadata XML** and send it to [gasper@chezie.co](mailto:gasper@chezie.co) along with your company’s email domain (for example: ours is [chezie.co](http://chezie.co)). ![](/api/knowledge-base/images/aa391f16-c374-42fb-9389-cabfeb09e87c)\n\n8. That’s it! Assign users, and they should see the app in their dashboards.\n\n---\n\n## Okta\n\n 1. Go to your Organization's Okta admin dashboard.\n\n 2. Go to **Applications > Applications**.\n\n 3. Click on **Create App Integration**.\n\n 4. On the **Create a new app integration** popup, select **SAML 2.0**.\n\n 5. Add the app name & logo (you can copy and paste the Chezie logo file below)\\\n ![](/api/knowledge-base/images/aef3e8cd-fc62-4f80-9ba5-2b4926adec2a)\n\n ![Full logo - blue orange.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F9ae64a6d-f3df-4268-8d93-875ec280ce3d.png?alt=media)\n\n 6. On step 2, set the following SAML Settings:\n\n - **Single sign-on URL:** \n\n - Check **Use this for Recipient URL and Destination URL**\n\n - **Audience URI (SP Entity ID):** \n\n - **Name ID format:** EmailAddress\n\n - **Application username:** Email\n\n 7. On the final page, just select **This is an internal app that we have created**. Then hit **Finish**.\\\n ![](/api/knowledge-base/images/957d67c7-5063-44ed-9828-d7a25bda9ced)\n\n 8. On the application detail page under the **Sign On** tab, find the **SAML 2.0** section under **Settings** and copy the **Metadata URL** and send it to [gasper@chezie.co](mailto:gasper@chezie.co) along with your company’s domain (for example: ours is [chezie.co](http://chezie.co)).\\\n ![](/api/knowledge-base/images/f2e4f859-4bed-40f8-8fbb-27e6ba7ad36d)\n\n 9. When you are finished, Create a Bookmark application that points to **https://<yourcompanyname>.chezie.io/**.\n\n10. Hide the SAML app you created in steps 1-8 and assign only the new bookmark from Step 9 to the Admin users from your company.\n\n---\n\n## Google Workspace\n\n1. Go to your company's Google Admin dashboard.\n\n2. Go to **Apps > Web and mobile apps**.\n\n3. Click **Add app > Add custom SAML app**.\\\n ![](/api/knowledge-base/images/10fcccd3-a324-49fe-89f3-ba2b7793b29a)\n\n4. Add the app name, description & logo.\n\n5. On step 2, download the IdP metadata file and send it to [gasper@chezie.co](mailto:gasper@chezie.co) along with your company’s domain (for example: ours is [chezie.co](http://chezie.co)).\n\n6. On step 3, configure the following options accordingly:\n\n - **ACS URL**: \n\n - **Entity ID**: \n\n - **Start URL**: https://<yourcompanyname>.chezie.io/\n\n - <yourcompanyname> should be defined during the onboarding process\n\n - **Name ID format**: EMAIL\n\n7. On step 4, click **ADD MAPPING** and map the **‘Primary email’** attribute to **‘email’**![](/api/knowledge-base/images/d0fa7876-39f2-46cc-af02-f4a950dcf532)\n\n8. That’s it! After enabling the app for all users, they should see it in their Google Apps pop-up!","2026-04-27T13:18:14.829Z","2026-06-30T18:51:44.531Z","634d946c-28fd-478e-a283-f38be1f5f270",[],[],[],"Microsoft/Outlook Calendar","microsoftoutlook-calendar","## **How the Microsoft Calendar integration is used**\n\nThe Chezie MS Calendar integration allows you to:\n\n- Create events and distribute calendar invites to the people invited to them (in-group members, all employees, etc.).\n\n- Update calendar invitations if an event is changed\n\n- Cancel calendar invitations if an event is canceled\n\n- Track user responses to calendar invites (accepted invite, declined invite, tentative)\n\n## **How to connect your Microsoft Calendar account**\n\n### **Service account requirements**\n\nThe application primarily uses:\n\n1. **Calendar** – requires exchange online\n\n2. **Teams (Teams for Business)** – for online meetings\n\nThe service account should, at the minimum, **have a Microsoft 365 Business Basic license.**\n\n### Creating your service account\n\nFrom your Azure Admin portal, please create a new user. We suggest giving the user the following information\n\n- **First name**: \\[Company\\]\n- **Last name**: ERGs/BRGs/etc. (whatever your company calls your Groups)\n- **Email**: lastnamefromabove@company.com\n\n### Connecting the service account (2026)\n\n1. Log into Chezie via https://\\[customername\\].chezie.io\n\n2. Click ***Settings***\n\n3. Click ***Integrations*** under company settings\n\n4. Click ***Add account*** under Microsoft Calendar integration\n\n ![CleanShot 2026-05-05 at 12.31.19@2x.png](/api/knowledge-base/images/72f2e363-a63b-422e-820c-ce7f8ef8c3f9)\n\n5. Complete the oAuth process. \n\n6. If you see this screen, then the application needs to be approved by an admin to complete the connection. Complete steps 6-13.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950071-fa0c-76df-8bce-3019e2776b93.png)\n\n6. You will be prompted to accept permissions requests, select **Accept.**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950072-97a4-7637-902b-ae96b8ed2b69.png)\n\n7. At this point, your integration should be complete.\n8. If you gave your service account admin privileges before starting the process, you can remove those privileges in your Azure portal.\n9. Go back to your Azure directory and click ***Enterprise Applications*** → ***Chezie***.\n\n Click the button to **Grant Admin Consent for Default Directory**. This enables automatic attendance tracking for MS Teams ERG events.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950073-a6c7-7ea8-b07d-fbd124af9c97.png)\n\nWhen you click the Grant admin consent button, you’ll see another screen like this. Sign in with your own admin account (not the service account), to accept the permissions.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950074-7012-7195-afed-ab59eab1f4b7.png)\n\n10. Now, you should see a screen with the following permissions:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950074-dc92-702a-9dd9-65b53d8d80b9.png)\n\n11. Delete all of the highlighted Delegated permissions.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950075-3afc-794e-a433-8024d377d62d.png)\n\n12. Confirm that only the two permissions in the image below are visible for the Chezie application. If your screen looks like this, then you’re done.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950075-a50e-7213-93eb-b60bc2084744.png)\n\n13. Email [support@chezie.co](mailto:support@chezie.co) to confirm that you’ve completed the setup. Thank you!\n\n## **Microsoft Calendar Integration - IT Details**\n\n### User role to install app\n\nOwner and Contributor.\n\n### Scopes\n\nMicrosoft scope reference page [here](https://learn.microsoft.com/en-us/graph/permissions-reference).\n\n**Calendar permissions**\n\n\n\n

API / Permissions name	Type	Description	Admin consent required
Calendars.ReadWrite	Delegated	Have full access to user calendars	No (granted through user consent)
Mail.Send	Delegated	Read and write user and shared calendars	No (granted through user consent)
User.Read	Delegated	Sign in and read user profile	No (granted through user consent)
offline_access	Delegated	Maintain access to data you have given it access to	No (granted through user consent)

\n\n**Online meeting permissions**\n\n\n\n

API / Permissions name	Type	Description	Admin consent required
Onlinemeetings.ReadWrite	Delegated	Read and create user online meetings	No (granted through user consent)
Onlinemeetings.Read	Delegated	Read user online meetings	No (granted through user consent)

\n\n**Online meeting application permissions**\n\n\n\n

API / Permissions name	Type	Description	Admin consent required
Onlinemeetings.ReadWrite	Application	Read and create user online meetings	Yes
Onlinemeetings.Read	Application	Read user online meetings	Yes

\n\n## Troubleshooting\n\n### **For Error Mailbox Not Enabled for Rest API:**\n\n**Make sure the tenant has a Microsoft 365 plan**\n\nIf none already have a Microsoft 365 subscription, you must purchase one from Microsoft or a certified reseller. Choose a plan that includes Exchange Online, such as Microsoft 365 Business Basic, Microsoft 365 Business Standard, or Microsoft 365 Enterprise plans.\n\n**Assign License to User**\n\nOnce you have the Microsoft 365 license, you can assign it to the user whose mailbox needs to create the online meeting. Here's how admin:\n\n1. Go to the Microsoft 365 admin center (.[microsoft.com](http://microsoft.com/)) and sign in with your admin credentials.\n\n2. In the admin center, go to the \"Users\" or \"Active users\" section.\n\n3. Find the user for whom you want to enable Exchange Online (the mailbox user).\n\n4. Select the user and then click on \"Edit\" or \"Product licenses\" (the wording may vary depending on the admin center's version).\n\n5. In the license assignment window, check the box for the Microsoft 365 license that includes Exchange Online (e.g., Microsoft 365 Business Basic, Microsoft 365 Business Standard).\n\n6. Save the changes.\n\n**Verify Mailbox Setup**\n\nAfter assigning the license, the mailbox should be automatically set up for Exchange Online. You can verify this by checking the user's mailbox settings in the Microsoft 365 admin center or by accessing the Exchange admin center.","2026-04-16T19:06:43.592Z","2026-06-30T18:50:32.500Z","406bf0b2-b938-420a-a5a7-e8d3e71f357e",[],[],[],"How to connect your Calendar Integration","how-to-connect-calendar-2026","1. Log in to your portal - \\[companyname\\].chezie.io\n\n2. Click **Settings**![CleanShot 2026-05-27 at 12.37.20@2x.png](/api/knowledge-base/images/6fd219d6-9072-47eb-966f-875180765494)\n\n3. Click **Integrations**![CleanShot 2026-05-27 at 12.37.26@2x.png](/api/knowledge-base/images/25ba78b7-508e-4b9b-bf07-a958e64bc090)\n\n4. Select Add account under the calendar provider that your company uses\n\n ![CleanShot 2026-05-27 at 12.37.31@2x.png](/api/knowledge-base/images/87d44d0d-f7fa-4750-b42d-7d0ea99b0681)\n\n5. Proceed with the OAuth process.\n\n > ***Note***: The application will appear as [nylas.com.](http://nylas.com) Nylas is the sub-processor we use to handle our calendar integration.\n\n6. When you see the Connected Accounts calendar has gone from 0 to 1 (or increased by 1), the integration is complete.\n\n ![CleanShot 2026-05-27 at 12.40.19@2x.png](/api/knowledge-base/images/110c8a3c-674d-4191-b722-54f39bdb9a2e)\n\n# FAQs\n\n1. **Do we need to do anything to reconnect our calendar integration?**\n\n Yes. The calendar integration will need to be reconnected in the new Chezie environment. This is done by your Chezie admin (not IT), directly from the Integrations page inside the new platform after your first login. No new service account or IT action is required in most cases — you'll just re-authorize using the existing account you set up originally.\n\n2. **Why does it ask for admin approval when we try to reconnect the calendar?**\n\n Because the new Chezie platform is technically a new application, your organization's IT policies may require an admin to approve the OAuth connection before it goes through. This is the same approval your IT team gave when you first connected Chezie. You'll need to reach out to the person who handled that original setup and ask them to approve the new app. This is a one-time step.\n\n---\n\n**Do we need a dedicated service account for the calendar integration? Can it be the same one we used before?**\n\nYes, you can reuse the same service account. You don't need to create a new one. The reconnection process just re-authorizes the existing account in the new environment. If your organization uses a dedicated calendar account for ERG events (e.g., `ergs@yourcompany.com`), that account should be used again during reconnection.\n\n---\n\n**We use Microsoft Calendar/Teams. Are there any special steps for us compared to Google Calendar users?**\n\nThe reconnection process is the same for both Google and Microsoft. One thing to be aware of: if your Microsoft tenant has restrictions on third-party app authorizations, your IT team may need to approve the connection — see the question above about admin approval. Also note that if you use Microsoft Teams for video meetings, you do **not** need to set up a separate video integration — Teams is handled automatically through the Microsoft Calendar connection.\n\n---\n\n**We use Zoom (or Webex) for video. Does that need to be reconnected too?**\n\nZoom and Webex integrations will also need to be reconnected in the new environment. If you have a custom or enterprise-level video integration, please let us know in advance — some of these require additional setup time and we may need to discuss your specific configuration. Google Meet and Microsoft Teams are handled through the calendar integrations and do not need separate reconnection.\n\n---\n\n**What happens to events that were already created in the old platform?**\n\nEvents created before your migration cutoff date will remain visible but will no longer be editable within the Chezie platform after that date. If you need to make changes to a pre-migration event, you can edit it directly in your service account's calendar (Google Calendar or Outlook). We'll give you a specific cutoff date ahead of your migration window so you can plan accordingly — ideally, avoid scheduling new events in the old platform once you've been given a migration date.\n\n---\n\n**After the calendar is reconnected, will attendance tracking still work?**\n\nYes. Once the calendar integration is reconnected in the new environment, attendance will be captured automatically for events created through the platform, the same way it worked before.","2026-05-27T16:38:16.274Z","2026-06-30T17:41:36.321Z","38efed2d-84cc-4e4e-a031-d0e7a24bf70b",[],[],[],"How Chezie works with your other tools (and what those tools control)","how-chezie-works-with-your-other-tools-and-what-those-tools-control","*Chezie connects to your calendar, video, email, and identity/HRIS tools so events, invites, attendance, and member data work automatically.*\n\n---\n\n# For Group/Chapter Admins\n\n## The calendar invite shows the wrong name\n\n**What you'll see:** Invites to your event arrive showing a generic name — like \"Acme ERGs\" or even \"IT SSO Owner\" — instead of your specific group's name.\n\n**Why:** The name attendees see comes from the service account your IT team used to connect the calendar integration, not from a setting inside Chezie. Every Group’s invites send from that same shared account.\n\n**What you can do:**\n\n- The quickest fix in your control: put your group's name in the **event title** (e.g., \"BE Network ERG — Coffee Chat\"), so it's clear in the invite regardless of the sender name.\n- To change the actual sender name, your IT team can rename the service account (e.g., to \"Acme ERGs\"). If invites are showing an IT admin's name, the integration may have been connected with the wrong account — reconnecting with the intended service account fixes it.\n\n**Who owns it:** Your IT team.\n\n## I can't get the attendance report, or attendance is missing\n\n**What you'll see:** No attendance data for an event, or you can't open the Attendance tab.\n\n**Why:** Chezie captures attendance automatically only when the event uses the **connected Zoom or Teams integration**. If the event was set up with a personal meeting link (the video provider was set to \"Other\"), the meeting ran outside the integration, so there's nothing for Chezie to pull — and the attendance data lives in the account that owns that link.\n\n**What you can do:**\n\n- Always create events using the connected integration rather than pasting a personal Zoom/Teams link.\n- If an event already used a personal link, you can still get the data: pull the attendance report from Zoom or Teams directly, then upload it to Chezie. See [How to upload attendance for a past event](https://docs.chezie.co/docs/chezie-2026/events-3/how-to-upload-attendance).\n\n**Who owns it:** Shared — use the integration to keep it automatic; otherwise the meeting host owns the data.\n\n## Where's the meeting recording?\n\n**What you'll see:** You're looking for a recording of an ERG event and expect to find it in Chezie.\n\n**Why:** Chezie schedules and tracks meetings, but it doesn't record them and doesn't store recordings.\n\n**What you can do:**\n\n- Recordings live in your video platform. Contact your **service account admin** for access.\n- If a Host Key was used to start the meeting, Zoom typically sends the recording link directly to whoever hosted.\n\n**Who owns it:** Your video platform (Zoom/Teams/Webex) and its admin.\n\n## Some members didn't get the email, or it went to spam\n\n**What you'll see:** You send a communication, Chezie confirms it sent, but a few people say they never received it — or it landed in spam.\n\n**Why:** Chezie hands every message to your email provider and confirms it was sent successfully. After that, whether a message reaches the inbox is decided by the **recipient's mail system** — spam filters, quarantine rules, and security settings that Chezie can't see or override.\n\n**What you can do:**\n\n- Ask recipients to check spam/junk and to add your sending address to their safe senders.\n- For company-wide delivery issues, your IT team can allowlist Chezie's sending domain.\n- If you can name one or two people who definitely didn't receive it, send those to support — concrete examples let us trace exactly what happened.\n\n**Who owns it:** The recipient's email system / your IT team.\n\n## Why is my big event email taking so long to arrive?\n\n**What you'll see:** For large groups, some members get the email right away and others get it noticeably later.\n\n**Why:** To protect deliverability, Chezie sends large batches gradually (a short gap between each message) rather than all at once. This is intentional — sending thousands of emails simultaneously gets flagged as spam. Delivery isn't instant for everyone, but it does complete.\n\n**Who owns it:** This is expected Chezie behavior, by design.\n\n## Add to Calendar isn't working in Outlook\n\n**What you'll see:** The \"Add to Calendar\" option downloads an `.ics` file, but it doesn't add cleanly to the new version of Outlook.\n\n**Why:** An `.ics` file is a standard calendar file, but how it's opened and added is handled by the recipient's calendar app — and some newer Outlook versions handle it inconsistently.\n\n**What you can do:** Members can open the `.ics` file manually, or rely on the calendar invite that the integration sends directly (which doesn't depend on the `.ics` download). If you're hitting this often, flag it to support.\n\n**Who owns it:** The recipient's calendar application.\n\n---\n\n# For IT Admins\n\n## The service account, and why reconnection sometimes matters\n\n**What you'll see:** Invites suddenly stop sending, attendance stops being captured, or an integration shows as \"disconnected.\"\n\n**Why:** Chezie's calendar and video integrations run on the service account your team connected. That connection can lapse — most commonly because a **Microsoft API token expires (about every 2 years)**, or because someone disconnected/reconnected the integration with the wrong login. When the connection lapses, automated invites and attendance pause until it's re-established.\n\n**What you can do:**\n\n- Reconnect using the **intended service account**, not an individual admin's login. (For Microsoft, approving with an admin account can configure the integration to use that admin's identity instead of the service account.)\n- If the service account uses SSO, make sure whoever reconnects can actually sign in as it.\n\n**Who owns it:** Your IT team.\n\n## Microsoft permission scopes and automatic attendance\n\n**What you'll see:** During setup you may be asked for scopes like `OnlineMeetings.Read.All` and `OnlineMeetings.ReadWrite.All`, and your security team may want to limit them.\n\n**Why:** Those scopes power **automatic** attendance capture (Microsoft's change-notifications for meetings aren't available with narrower delegated permissions today).\n\n**What you can do:** If your security policy requires it, you can revoke those scopes — attendance still works, but it becomes a **manual pull** after each event (an admin goes into Chezie and retrieves attendance per event) rather than automatic. It's a trade-off, not a breakage.\n\n**Who owns it:** Your IT/security team.\n\n## HRIS attributes (department, location, level) aren't showing\n\n**What you'll see:** Member records or report filters are missing HRIS attributes like department or location.\n\n**Why:** Those attributes flow into Chezie only if your identity/HRIS system is configured to send them and the integration user retains access. Common causes: Okta isn't mapped to share those fields, or a Workday custom report was moved, unshared, or lost access for the integration user.\n\n**What you can do:**\n\n- Confirm your IdP/HRIS is configured to pass the attributes you want into Chezie to WorkOS.\n- For Workday specifically: keep the integration user's reports shared with it, ensure its security group still has GET access to Worker/Person data, and re-run the reports after any change.\n\n**Who owns it:** Your IT/HRIS configuration.\n\n## Login problems and wrong-identity sign-ins\n\n**What you'll see:** A member logs in and sees no group memberships, or gets an SSO error.\n\n**Why:** Identity in Chezie comes from your SSO. If someone is signed in under the wrong email/domain (for example, they have accounts on two domains), Chezie shows the records tied to that identity — which may not be the one with their memberships.\n\n**What you can do:** Have the user sign in with the correct account/domain. Persistent SSO errors are resolved in your identity provider, not in Chezie.\n\n**Who owns it:** Your identity provider (SSO). *Related: [SAML SSO](https://claude.ai/cowork/local_ec55bac3-8365-49be-b632-8c330601bdbb#).*\n\n## Changes made directly on the connected calendar\n\n**What you'll see:** An event that's still approved and active in Chezie is missing from attendees' calendars.\n\n**Why:** If someone edits or cancels the event **directly on the service account's calendar** (outside Chezie), that change happens in your calendar system, not in Chezie — so Chezie still shows it as active while the calendar entry is gone.\n\n**What you can do:** Check the event on the service account calendar first. Treat the service account calendar as something only designated people should modify.\n\n**Who owns it:** Your calendar system / whoever has access to the service account.\n\n---\n\n# The short version\n\n| You expected to control in Chezie… | It's actually controlled by… |\n| --- | --- |\n| Invite sender / organizer name | Your service account (IT) |\n| Meeting recordings & host keys | Your video platform + its admin |\n| Automatic attendance | The connected integration (personal links break it) |\n| Whether an email reaches the inbox | The recipient's mail system |\n| HRIS attributes in member data | Your IdP/HRIS configuration |\n| Who a member is logged in as | Your SSO / identity provider |\n\nIf you're not sure which side a given issue sits on, reach out to support — we'll help you figure out whether it's a Chezie setting or something on your connected tools, and point you to the right person on your team.","2026-06-30T19:26:52.743Z","2026-06-30T21:21:41.385Z","a72538c4-4deb-4665-a1ef-27c15b3f2b2b",[],[],[],"Google Calendar","google-calendar","## **How the Google Calendar integration is used**\n\nThe Chezie Google Calendar integration allows you to:\n\n- Create events and distribute calendar invites to the people invited to the event (in-group members, all employees, etc.)\n\n- Update calendar invitiations if an event is changed\n\n- Cancel calendar invitiations if an event is cancelled\n\n- Track user responses to calendar invites (accepted invite, declined invite, tentative, etc.\n\nTo use Google Calendar, you will need to create a generic ERG user account under your company's Google Admin dashboard (i.e. [ERGS@chezie.co](mailto:ERGS@chezie.co)).\n\n## Scopes\n\n`Please note that the scopes below are only granted for the service account you use for the Chezie integration. We do not access profiles for any other Google accounts within your organization. `\n\n| Scope | Description | Additional detail |\n| --- | --- | --- |\n| .../auth/[userinfo.email](http://userinfo.email) | See your primary Google Account email address | |\n| .../auth/userinfo.profile | See your personal info, including any personal info you've made publicly available | |\n| .../auth/[calendar.events](http://calendar.events) | View and edit events on all your calendars | To create, update, and cancel events from our application. Changes made within Chezie will reflect in the calendar event on the user's calendar and update the invites that have been sent to attendees. |\n\n## **How to connect your Google Calendar account**\n\nTo connect your Google Calendar account, follow these instructions: \n\n## **How to Handle Authorization Error: “Error 400: admin_policy_enforced”**\n\nIf a Chezie user tries to link their service accounts, they may receive an error message stating an Authorization issue with the code \"Error 400: admin_policy_enforced\". It's important to note that this error is unrelated to Chezie itself, but rather stems from the restrictions set by a G Suite administrator to limit access to Google Workspace data by third-party applications.\n\nIn order to fix the error, the G-Suite administrator must grant access to Chezie. If you have access to the Google Admin console using your account, you can make these changes yourself. Otherwise, please reach out to the administrator of your organization and request them to follow these steps.\n\nFollow the steps below in order to manage the authorization error and access your Chezie integrations.\n\n1. **If a user attempts to connect a Chezie integration on their GSuite domain and encounters an 'Authorization Error' as shown below**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005b-dd3a-7bf1-8fb0-a73cec7d4569.png)\n\n2. **The Admin user should log into their Google GSuite/Workspace Admin console, navigate to the Security section in the menu bar > select API Controls > and then click on Manage Third-party App Access**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005d-bfce-70c9-a56f-52cdf0ee3658.png)\n\n3. **Click on “Add App” and then “OAuth App Name Or Client ID“**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005e-2cf7-7f6e-905f-f4063176a80e.png)\n\n4. **Type in the search bar “Chezie“**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005e-f0f3-733d-a9aa-e35125b30563.png)\n\n5. **Choose the option to authorize all apps**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005f-541e-7303-a6b4-31dc3f806a96.png)\n\n6. **Select the radio button for “all users” under Scope**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195005f-b2e6-7b46-9c06-2c03bd5f2674.png)\n\n7. **Mark app as trusted**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950060-19fd-7b80-97eb-f02302ee6baf.png)\n\n8. **Click on the Finish button under Review**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950060-64ad-79e0-8a38-e377fe86e074.png)\n\nThis should resolve the Authorization issues experienced.\n\nIf you have any additional questions or require further assistance regarding the Error 400 error, please don't hesitate to reach out to our support team.","2026-04-16T19:07:11.042Z","2026-07-10T13:15:30.035Z","565e64d7-427b-4170-9cbf-c54123022a0f",[],[],[],"Does Chezie have an API?","does-chezie-have-an-api","At this time, **Chezie does not have an API**. We are working on it. If you have certain data requests, please reach out to [support@chezie.co](mailto:support@chezie.co), and our team will see what they can do. ","2026-06-30T18:54:26.021Z","2026-06-30T18:54:37.631Z","e259b0b2-6478-46eb-9a26-2b107e7a3c5e",[],[],[],"Directory Sync Integration Overview","directory-sync-integration-overview-chezie-2","### How our Directory Sync integration works.\n\n```plaintext\nWhile working on our HRIS integration, we work with our customers to import their HRIS data directly into our system.\n```\n\n## WorkOS Overview\n\nWe utilize a third-party solution called [WorkOS](https://workos.com/directory-sync) to offer a directory sync integration via SCIM.\n\nFind documentation for commonly used directories below:\n\n- [Azure AD (Entra)](https://workos.com/docs/integrations/entra-id-scim)\n\n- [Google](https://workos.com/docs/integrations/google-directory-sync)\n\n- [Okta](https://workos.com/docs/integrations/okta-scim)\n\n- [Workday](https://workos.com/docs/integrations/workday)\n\n## **How the HRIS data is used**\n\nTo ensure that ERG leads and Admins can schedule company-wide events and track company-wide engagement, we use the HRIS data to create placeholder user accounts for employees. As employees log-in, these placeholder accounts are deleted and replaced with the user's actual account.\n\nHere is an architecture diagram of how the HRIS data is used:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500dc-ecfb-7548-b94c-3e4476854207.png)\n\nAn image of how the HRIS data is used.\n\n## **What HRIS data do you use?**\n\nWe do not intake any personal identifiable information (PII). Here are the fields that we will capture with our HRIS integration/from the exports from your HRIS system:\n\n- First Name\n\n- Job Title\n\n- Last Name\n\n- Email\n\n- Start date\n\n- EmployeeID (optional)\n\n- Selected HRIS attributes (ex: Level, Department, Unit, Location, Office)\n\n```plaintext\nThese are attributes that the Admins will be able to make visible for reporting and sending targets communications/events.\n```\n\n## **HRIS Data Transfer File Exchange**\n\nTo facilitate secure and cost-effective HRIS data transfers, we use AWS S3 pre-signed URLs. This method provides the same level of security as traditional SFTP while significantly reducing operational costs.\n\n## **File Exchange Method: Signed URLs**\n\n### Security\n\nSigned URLs offer robust security comparable to, if not exceeding, traditional SFTP transfers.\n\n- **Time-Limited Access:** Each signed URL is valid only for a specific period, ensuring access expires after the defined timeframe.\n\n- **No Persistent Credentials:** Unlike SFTP, which requires storing and managing access credentials, signed URLs eliminate the need for persistent authentication, reducing potential security vulnerabilities.\n\n- **Controlled Access:** URLs are generated with specific permissions and can be restricted by IP address or other conditions to enhance security.\n\n- **Encryption:** All data uploaded via signed URLs is encrypted in transit and at rest using AWS's built-in security features.\n\n### **Ease of Use for IT Teams**\n\nFrom an IT operations perspective, the workflow remains the same as with SFTP.\n\n### **Process Overview**\n\n1. **Receive Signed URL:** We generate a secure, pre-signed URL and provide it to your team.\n\n2. **Upload the HRIS File:** Your team uploads the HRIS file using the provided URL. This can be done manually or automated within your existing processes.\n\n3. **Repeat on a Regular Cadence:** The only requirement is to send the file at the agreed-upon frequency, just like with SFTP.\n\n### **Reasoning**\n\nUsing signed URLs significantly reduces costs while maintaining the same security and ease of use.\n\n- **Lower Cost:** No need to maintain expensive SFTP infrastructure.\n\n- **Simplified Access Control:** No need to manage SSH keys or long-term credentials.\n\n- **Improved Security:** Short-lived credentials minimize the risk of unauthorized access.\n\nFor any questions regarding signed URLs or implementation, please contact our support team - [support@chezie.co](mailto:support@chezie.co).","2026-04-16T19:06:45.905Z","2026-06-30T17:08:01.957Z","c76b8272-e8cf-4495-b831-2e39d6fc9851",[],[],[],"Getting Started","getting-started","sparkles","2026-06-30T16:00:49.868Z","2026-06-30T16:01:00.778Z","3d3bbf1d-a2d7-4d40-b453-365a374fc905",[401,402,403],[],{"_82":421,"_101":422,"_111":-5,"_112":423,"_114":398,"_115":94,"_116":424,"_118":424,"_22":425,"_24":25,"_121":426,"_123":-5,"_124":427,"_126":428},{"_82":412,"_101":413,"_111":-5,"_112":414,"_114":398,"_115":94,"_116":415,"_118":416,"_22":417,"_24":25,"_121":418,"_123":-5,"_124":419,"_126":420},{"_82":404,"_101":405,"_111":-5,"_112":406,"_114":398,"_115":94,"_116":407,"_118":407,"_22":408,"_24":25,"_121":409,"_123":-5,"_124":410,"_126":411},"What is Chezie?","what-is-chezie","Chezie is an all-in-one community management platform built for employee communities — ERGs, volunteer groups, interest groups, local chapters, and more. Whether you're an employee looking to get involved, a group leader running day-to-day operations, or an admin overseeing an entire program, Chezie gives everyone the tools they need in one place.\n\nThere are three types of users on Chezie, each with their own dedicated experience and permissions:\n\n1. **Community Members**\n\n Chezie makes it easy to explore and join the communities that matter to you. Browse groups by type, check out their landing pages, see upcoming events, and join in just a few clicks. Once you're in, you'll get a welcome email, access to the group's messaging space, and you'll be automatically added to the distribution list — so you're always in the loop on calendar invites and updates.\n2. **Group and Chapter Admins**\n\n Chezie gives you everything you need to run your community from one easy-to-use platform. Manage your members, plan and promote events, track your budget, send communications, and view reports on your group's impact — all without juggling multiple tools. You'll have full visibility and control over your group, and your group only.\n3. **Team Admins**\n\n Chezie gives you a bird's-eye view of your entire program — and the ability to zoom in when you need to. Monitor activity across all your groups, track membership, communications, events, and budget from the top down, or drill into individual groups for a closer look. You can also set up approval workflows to keep your program compliant, and pull reports that show the real ROI of your communities.\n\n---\n\nNo matter your role, Chezie is designed to make community feel effortless — for the people joining, the leaders running them, and the teams supporting it all.","2026-06-30T16:02:13.831Z","bae93a04-3b21-4350-b036-3dc95d4755cf",[],[],[],"Upgrade guide","upgrade-guide","The Chezie 2026 platform is a rebuilt version of the product — faster, more flexible, and designed to scale with your organization. Most of what you knew still works the same way, but a few things have moved, a few work differently, and there are some genuinely new capabilities worth knowing about.\n\nThis guide walks through everything so your first session on the new platform isn't a scavenger hunt.\n\n---\n\n# What's new?\n\n## Teams: multiple communities in one platform\n\n**Teams** is a new feature that lets organizations run separate sub-instances (for example, ERGs, a volunteer program, and a mentorship program) all within a single Chezie platform. Each team has its own groups, events, and branding, but shares the same admin layer and HRIS connection.\n\n![image.png](/api/knowledge-base/images/1b72041e-884a-4f4f-bdb6-6eba00e16142)\n\n## Filter your member list by HRIS attributes\n\nYou can now filter your group's member list using data from your HRIS integration — things like department, location, or job level. Useful for understanding representation within a group or targeting communications to a specific segment.\n\n![image.png](/api/knowledge-base/images/a1810de8-542c-48e3-8d26-c01a3619449a)\n\n## Connect your own Zoom account\n\nGroup admins can now connect a personal Zoom account instead of relying on the default service account. This gives you more control over meeting links and host settings for your events.\n\n> **Note:** This is only available for Zoom, not Google Meet or Microsoft Teams, and requires your IT team to have enabled the Chezie app in your company's Zoom workspace.\n\n![image.png](/api/knowledge-base/images/2b099f1a-317f-4537-9e70-c6a551b90bed)\n\n## More control over who gets invited to events\n\nThe **Invites** tab when creating an event now gives you three options: invite your full group, paste in specific email addresses, or send only to your group's admins. This makes it easier to run internal planning meetings or targeted events without a workaround.\n\n![image.png](/api/knowledge-base/images/a2aae9cc-4029-4661-a52f-34f4368492e1)\n\n## Feedback tab for NPS responses\n\nPost-event NPS submissions are now surfaced in a dedicated **Feedback** tab, making it easier to review member sentiment without digging through reports.\n\n![image.png](/api/knowledge-base/images/45bc60eb-1298-4337-a827-0333d1224429)\n\n## Easier sorting on lists\n\nWe've improved the sorting experience. Simply click the arrows next to the column that you want to sort by, and the list will sort automatically.\n\n![CleanShot 2026-07-08 at 12.20.20@2x.png](/api/knowledge-base/images/e923b50a-e45c-484d-a65c-9f2fbd0f4887)\n\n# Where did things move?\n\n## Member view is now called *Discover*\n\nThe tab your members use to browse groups and explore the platform has been renamed from **Member view** to **Discover**. Same functionality, new name — it better reflects what members are actually doing there.\n\n![image.png](/api/knowledge-base/images/62ea7a2e-5492-44f1-9e0f-c25ca81ce1fa)\n\n## Some actions now require selecting a group first\n\nIn the old platform, you could kick off certain actions (adding a member, creating an expense, sending a communication) from a top-level view. In Chezie 2026, you need to select a group first before taking those actions. This keeps data organized by group and prevents things from being created in the wrong context.\n\n![image.png](/api/knowledge-base/images/c2d62282-c637-4039-ba51-96415b64381c)\n\n## Join requests moved to the Members tab\n\nIf your group is private, join requests used to live at the bottom of the Settings page — easy to miss. They're now front and center in the **Members** tab, so reviewing and approving requests is part of your normal members workflow.\n\n![image.png](/api/knowledge-base/images/7789a7fa-d2f6-4b18-925b-a2e17e270704)\n\n---\n\n# What works differently?\n\n## Chapter admins now inherit access to the parent group\n\nPreviously, a Lead for a chapter group only had admin access to that chapter. In Chezie 2026, if a group has chapters, admins automatically have access to both the parent group and its chapters. This means fewer permission gaps and less back-and-forth when managing chapter-based ERGs.\n\n![image.png](/api/knowledge-base/images/aea92634-fa7d-4528-b63d-d3f8b375f18b)\n\n## Expenses must be cancelled before they can be deleted\n\nThis is the most common workflow change that trips people up. In the new platform, you can't delete an active expense directly — you need to cancel it first, then delete it. This prevents accidental removal of expenses still under review or tied to an event.\n\n![image.png](/api/knowledge-base/images/b8d70bd8-2afb-49b2-9270-bc43bb379e6b)","2026-06-30T19:28:02.987Z","2026-07-08T16:21:34.478Z","532560d5-6e7b-4297-b2c9-95cfb5071586",[],[],[],"Glossary of key terms","glossary-of-key-terms","## Glossary of Terms\n\nGetting familiar with these key terms will help you navigate Chezie with confidence.\n\n**Teams**\\\nA Team represents a program type at your organization — like ERGs, Local Communities, or Interest Groups. Teams help organize groups into categories, making it easy for employees to browse and discover communities that match their interests.\n\n**Groups**\\\nA Group is an individual employee community that lives within a Team. Think of it as the core unit of Chezie — it's where members connect, events happen, and activity is tracked.\n\n**Chapters**\\\nA Chapter is a sub-group within a Group, typically organized by region, programming focus, or professional interest. For example, a company-wide ERG might have a Chapter specifically for its EMEA members.\n\n**Cycles**\\\nA Cycle is a defined period of time used to track budget, goals, and key metrics for a group. Cycles are typically aligned with your organization's fiscal year and help group leaders and admins measure progress over time.\n\n**Goals**\\\nGoals are the objectives a group sets out to achieve within a Cycle. In Chezie, Goals are connected to events, communications, and budget items — making it easy to see how day-to-day activity ties back to the bigger picture.\n\n---\n\n## Roles\n\n**Member**\\\nAn employee who has opted in to join a particular Group. Members can explore events, receive communications, and engage with their community through Chezie.\n\n**Group Admin**\\\nA Group Admin is a leader or co-leader of a specific Group. They have the tools to manage members, plan events, handle communications, and track their group's budget and goals.\n\n**Team Admin**\\\nA Team Admin oversees an entire Team (or program) at the organization level. They have visibility across all Groups within their Team and are responsible for managing the overall health and compliance of the program.","2026-06-30T20:55:13.768Z","9dec6a2b-0e79-4f3f-bc9b-b26c6974a9a1",[],[],[],"For Members","for-members","2026-06-30T16:04:02.518Z","2026-06-30T21:23:23.100Z","8e549e7a-be7e-4378-83f7-544fb51473dc",[461],[436],{"_61":437,"_101":438,"_84":-5,"_156":-5,"_160":433,"_115":94,"_116":439,"_118":439,"_22":440,"_24":25,"_158":441,"_12":442,"_196":443},"Joining a group","joining-a-group","2026-06-30T16:04:11.195Z","0af46db1-3782-40ce-896b-21fdebdf8e15",2,[444,445],[],{"_82":437,"_101":-5,"_111":-5,"_112":454,"_114":440,"_115":94,"_116":455,"_118":456,"_22":457,"_24":25,"_121":458,"_123":-5,"_124":459,"_126":460},{"_82":446,"_101":-5,"_111":-5,"_112":447,"_114":440,"_115":94,"_116":448,"_118":449,"_22":450,"_24":25,"_121":451,"_123":-5,"_124":452,"_126":453},"Joining a private group","1\\. Click on a Team\n\n![1.png](/api/knowledge-base/images/1886bc5c-de4d-4c48-aaca-9ba89a3db6c0)\n\n2\\. Click on Group Name\n\n![2.png](/api/knowledge-base/images/f8e57f93-61d7-4deb-af39-cecad6a5829a)\n\n3\\. Click on Request to join\n\n![3.png](/api/knowledge-base/images/f85c97ae-e574-4081-aa13-a5a3ac5cd97d)\n\n4\\. Once you request to join, a Group Admin must approve your request. Once approved, you'll receive a welcome email in your inbox.","2026-06-30T16:04:23.270Z","2026-07-01T19:19:42.163Z","25ad1bc2-329f-4a68-8a26-07e10cebd371",[],[],[],"1. Click on Team\n\n![91.png](/api/knowledge-base/images/da137fa6-0be6-4c2a-a9d3-1aa345c8bc28)\n\n2\\. Click on Group Name\n\n![92.png](/api/knowledge-base/images/fad43bf5-066c-44d0-93f8-5dbaee2380d7)\n\n3\\. Click on Join\n\n![93.png](/api/knowledge-base/images/2f6a6130-ee17-443e-87ec-fa58eff95363)\n\n4\\. Click on Join Slack Channel (or other linked messaging app)\n\n![94.png](/api/knowledge-base/images/5215291d-040c-4799-be70-edb699ef712d)\n\n5\\. Once joining is complete, you will receive a welcome email in your inbox.","2026-06-30T21:00:21.231Z","2026-07-01T19:17:34.132Z","3a411b9e-198a-43ba-a873-22abd780121f",[],[],[],{"_82":462,"_101":-5,"_111":-5,"_112":463,"_114":433,"_115":94,"_116":464,"_118":465,"_22":466,"_24":25,"_121":467,"_123":-5,"_124":468,"_126":469},"Updating your profile","1. Click the menu group in the bottom of the navbar.\n\n ![CleanShot 2026-06-29 at 16.23.53@2x.png](/api/knowledge-base/images/88c735c0-5bb0-4a04-8f7d-252c77011e08)\n2. Click the Settings icon\n\n ![CleanShot 2026-06-29 at 16.24.11@2x.png](/api/knowledge-base/images/fdd91ba3-d95f-4553-875e-dd2b890ab2e6)\n3. Update your name, pronouns, and/or profile picture. Click ***Update details*** to save your changes.\n\n ![CleanShot 2026-06-29 at 16.24.41@2x.png](/api/knowledge-base/images/c316f02a-7560-4a31-b596-65c8fb90279d)","2026-07-01T13:15:52.441Z","2026-07-01T13:16:52.908Z","743a9f90-65f4-4713-86c2-357e6c9f5d1f",[],[],[],"Expenses","expenses-3","dollar-sign","2026-06-30T21:18:53.277Z","1d99e77d-e140-4ed3-9b71-5dcbf9f3e01d",[477,478,479],[],{"_82":496,"_101":-5,"_111":-5,"_112":497,"_114":474,"_115":94,"_116":498,"_118":499,"_22":500,"_24":25,"_121":501,"_123":-5,"_124":502,"_126":503},{"_82":488,"_101":-5,"_111":-5,"_112":489,"_114":474,"_115":94,"_116":490,"_118":491,"_22":492,"_24":25,"_121":493,"_123":-5,"_124":494,"_126":495},{"_82":480,"_101":-5,"_111":-5,"_112":481,"_114":474,"_115":94,"_116":482,"_118":483,"_22":484,"_24":25,"_121":485,"_123":-5,"_124":486,"_126":487},"Splitting an expense with other Group(s)","1\\. Click on **Budget**\n\n![5.png](/api/knowledge-base/images/c1038695-415d-4622-855d-d46e83ea659b)\n\n2\\. Click on **Add Transaction**\n\n![6.png](/api/knowledge-base/images/d7e84098-5435-45fa-b1d1-9b1a61285fcd)\n\n3\\. Type Expense name\n\n![7.png](/api/knowledge-base/images/83dd9415-0c45-41e8-8e9c-c4b9d7313c51)\n\n4\\. Enter Purchase date\n\n![8.png](/api/knowledge-base/images/5b1c95fd-7a62-46aa-8733-818df6fa5687)\n\n5\\. Choose Cycle\n\n![9.png](/api/knowledge-base/images/6a66597b-6e08-4e6b-af76-c1c9c2ed4f23)\n\n6\\. Select Goal\n\n![10.png](/api/knowledge-base/images/3720b92a-0f24-4116-8f46-f6da231c0639)\n\n7\\. Enter Planned and Actual Amounts\n\n![10.png](/api/knowledge-base/images/a15f7686-4f69-44fa-9de4-6ea97e8f854d)\n\n8\\. Click on Split this expense\n\n![11.png](/api/knowledge-base/images/2fadfa36-cc32-49d0-b6fc-ca23185f6ae7)\n\n9\\. Select Group(s)\n\n![12.png](/api/knowledge-base/images/980dedc4-10a8-46e2-af02-a6a2de24ce81)\n\n---\n\n```plaintext\nℹ️ You can choose to split an expense evenly or do a custom split.\n```\n\n---\n\n10\\. Select Category Category\n\n![13.png](/api/knowledge-base/images/693e6f3a-d567-4589-a296-2a650fc071cc)\n\n11\\. Type Expense description\n\n![15.png](/api/knowledge-base/images/af05ac01-00fc-4786-84da-f996e70f9d31)\n\n12\\. Upload a receipt (if applicable)\n\n![16.png](/api/knowledge-base/images/3e214083-5071-421c-b77e-93d43de3e0b3)\n\n13\\. Click on Create Expense\n\n![17.png](/api/knowledge-base/images/18d2152d-adf1-4429-9e8c-91f225c6a431)","2026-07-02T16:47:14.295Z","2026-07-02T16:56:41.100Z","288e5ea3-3b27-4d0b-a975-f233bceb61af",[],[],[],"How to approve a submitted expense","```plaintext\nAdmins with the Approve expenses permission can approve expense requests submitted by Group Leads. When a Lead submits an expense for approval, Admins with the Approve expenses permission will receive a notification.\n```\n\n1. Click on **Budget** from the admin view.\n\n ![52.png](/api/knowledge-base/images/7e3e4936-b991-4128-9e57-e776e7de0323)\n\n2. Find the expense with **Pending approval** status.\n\n3. Click on the expense to open it.\n\n ![53.png](/api/knowledge-base/images/b5f750a1-7c00-4883-b2b2-a4bdf32219af)\n\n4. Review the expense details (amount, category, description, attachments).\n\n5. Click **Approve** to approve the expense.\n\n ![55.png](/api/knowledge-base/images/9fdb40bc-94be-4ddb-b92a-3aac57b69d3f)\n\nThe expense status will update and the Lead who submitted it will be notified.\n\n## Who can approve expenses\n\nOnly Admins with the **Approve expenses** permission enabled can approve submitted expenses. This is configured under Admin permissions in your organization's settings.","2026-07-01T14:48:41.089Z","2026-07-01T14:50:40.848Z","0ec1177b-7333-4119-895b-8384b0dbbfc7",[],[],[],"Creating an Expense","1\\. Go to **Budget**.\n\n![79.png](/api/knowledge-base/images/f34ba561-3d12-493a-85c1-717df1a65977)\n\n2\\. Click on **Add Transaction**.\n\n![80.png](/api/knowledge-base/images/0a059689-d3f2-4137-af80-13fbc6b877b8)\n\n3\\. Type Expense name.\n\n![81.png](/api/knowledge-base/images/8f59fa7b-64c5-4d10-91e1-71759b5f8057)\n\n4\\. Enter Purchase date.\n\n![82.png](/api/knowledge-base/images/97f7c232-b482-430f-8e96-2670e8533f38)\n\n5\\. Click on Cycle.\n\n![83.png](/api/knowledge-base/images/9bb4631a-4201-4f89-8296-9d66a370b2f1)\n\n6\\. Select the Goal.\n\n![84.png](/api/knowledge-base/images/72424972-7884-4430-93f0-73091f4cf91f)\n\n7\\. Enter expense amount.\n\n![85.png](/api/knowledge-base/images/e5153c53-4ec0-4707-a106-2b91d877be1c)\n\n8\\. Select whether event is associated with an event (Yes/No).\n\n![86.png](/api/knowledge-base/images/82993884-ec39-4c04-851c-a75f19bfedb6)\n\n---\n\n```plaintext\nℹ️ If an expense item is associated with an event, click Yes, and then select from the Event dropdown which event it corresponds with.\n```\n\n---\n\n9\\. Click on Category.\n\n![87.png](/api/knowledge-base/images/a02809bf-f501-4291-ba79-53a6420769fa)\n\n10\\. Type Expense description.\n\n![88.png](/api/knowledge-base/images/16cb7863-a723-4003-a54d-543351f37cf0)\n\n11\\. Upload a copy of the receipt.\n\n![89.png](/api/knowledge-base/images/b5a57e00-7bd9-4038-9018-1b2da3e48210)\n\n12\\. Click on **Create Expense**.\n\n![90.png](/api/knowledge-base/images/a4adb8a6-c983-4527-bdf6-b1fa884a6692)","2026-07-01T14:05:42.079Z","2026-07-01T19:15:17.063Z","b2a35c35-b346-475e-a7f0-05e286f62584",[],[],[],"Events","events-3","star","2026-06-30T18:52:18.005Z","2026-06-30T21:23:14.027Z","174b4930-1165-4bfd-ba5a-f7e80791a71f",7,[530,531,532,533,534,535,536],[513],{"_61":514,"_101":515,"_84":-5,"_156":516,"_160":509,"_115":94,"_116":517,"_118":517,"_22":518,"_24":25,"_158":211,"_12":519,"_196":520},"Approvals & Routing","approvals-routing","check-circle","2026-07-02T16:37:21.763Z","1d9473a4-0908-4851-b33f-08496a311ff8",[521],[],{"_82":522,"_101":-5,"_111":-5,"_112":523,"_114":518,"_115":94,"_116":524,"_118":525,"_22":526,"_24":25,"_121":527,"_123":-5,"_124":528,"_126":529},"Disabling Event Approvals","1. Go to **Settings**.\n\n ![1.png](/api/knowledge-base/images/36b58404-d0ea-4612-90b1-f46f3c1659dd)\n2. Select Team.\n\n ![2.png](/api/knowledge-base/images/017b1823-e404-4d5c-bfc0-5ed59a227b6e)\n3. Under **General** Team Settings, scroll down to **Admin Controls**.\n\n ![3.png](/api/knowledge-base/images/d4594871-9394-4618-a148-c8b50b7c4504)\n4. Toggle the button on/off.\n\n ![4.png](/api/knowledge-base/images/8cb3ef23-e810-47d1-890c-de5651148903)","2026-07-02T16:40:13.684Z","2026-07-02T16:42:08.090Z","723e8880-58d8-435f-aec1-a9768d7e8669",[],[],[],{"_82":589,"_101":-5,"_111":-5,"_112":590,"_114":509,"_115":94,"_116":591,"_118":592,"_22":593,"_24":25,"_121":594,"_123":-5,"_124":595,"_126":596},{"_82":581,"_101":-5,"_111":-5,"_112":582,"_114":509,"_115":94,"_116":583,"_118":584,"_22":585,"_24":25,"_121":586,"_123":-5,"_124":587,"_126":588},{"_82":572,"_101":573,"_111":-5,"_112":574,"_114":509,"_115":94,"_116":575,"_118":576,"_22":577,"_24":25,"_121":578,"_123":-5,"_124":579,"_126":580},{"_82":563,"_101":564,"_111":-5,"_112":565,"_114":509,"_115":94,"_116":566,"_118":567,"_22":568,"_24":25,"_121":569,"_123":-5,"_124":570,"_126":571},{"_82":555,"_101":-5,"_111":-5,"_112":556,"_114":509,"_115":94,"_116":557,"_118":558,"_22":559,"_24":25,"_121":560,"_123":-5,"_124":561,"_126":562},{"_82":546,"_101":547,"_111":-5,"_112":548,"_114":509,"_115":94,"_116":549,"_118":550,"_22":551,"_24":25,"_121":552,"_123":-5,"_124":553,"_126":554},{"_82":537,"_101":538,"_111":-5,"_112":539,"_114":509,"_115":94,"_116":540,"_118":541,"_22":542,"_24":25,"_121":543,"_123":-5,"_124":544,"_126":545},"Troubleshooting: calendar invites not sending or updating","troubleshooting-calendar-invites","*Calendar invites are sent automatically when an event is approved. If invites aren't arriving or aren't updating correctly, here's how to troubleshoot.*\n\n---\n\n## Invites never sent after event approval\n\n**Check 1: Is your calendar integration connected?**\n\nCalendar invites only send if a calendar integration is active. Go to **Settings → Integrations** and confirm the calendar account is connected. If it shows as disconnected or missing, reconnect it (or ask your IT admin to reconnect it for you) and re-approve the event to trigger a fresh invite send.\n\nMore details here: \n\n**Check 2: Was the event actually approved?**\n\nInvites are sent at the moment of approval, not when the event is created or submitted. Confirm the event status is **Approved** (not Draft, Pending, or Update Requested).\n\n---\n\n## Invites not updated after editing an event\n\nWhen you edit an approved event, Chezie gives you the option to notify attendees or not.\n\n**If attendees weren't notified after an edit:**\n\n1. Open the event.\n2. Make any small change (even a minor description tweak).\n3. Click **Update**.\n4. On the update confirmation screen, make sure the **\"Notify attendees\"** option is **selected**.\n5. Save the update.\n\n> ```plaintext\n> 💡 If you save without notifying, the event details are updated in Chezie but the calendar invites for existing attendees are not updated. You'll need to re-save with notifications on to push the update.\n> ```\n\n---\n\n## Announcement email vs. calendar invite\n\nChezie sends two types of communications when an event is approved:\n\n- **Announcement email** — a one-time email informing members about the event\n- **Calendar invite** — a calendar event sent to invitees so it appears in their calendar\n\nThese are separate. Getting one doesn't guarantee the other. If members say they didn't receive a calendar invite but got the announcement, check your calendar integration status.\n\n---\n\n## Still not working?\n\nIf invites are still not sending after confirming the above, contact [support@chezie.co](mailto:support@chezie.co) via the in-app chat or via email with the event name and a description of what's happening. This may indicate a bug with the calendar integration.","2026-06-30T19:04:56.182Z","2026-07-01T13:35:58.979Z","367b5291-1418-4907-808f-f4a433886e9c",[],[],[],"The Different Event Statuses","event-statuses","*Events in Chezie move through a defined set of statuses from creation through to completion or cancellation. Here's what each one means.*\n\n---\n\n## Event statuses\n\n- **Draft** — The event has been created but not yet submitted for approval. It can still be edited. This is a good time for Group Admins from co-host groups to provide input (description, name, etc.) and add any expenses tied to the event.\n- **Pending approval** — The Group Admin(s) for the Host or Co-host Groups have submitted the event for review. Only Admins can approve an event. Calendar invites have not been sent yet.\n- **Update requested** — An Admin has reviewed the event but requested changes. Calendar invites have not been sent. Group Admins will be notified and can resubmit once edits are made.\n- **Approved** — An Admin has approved the event. When an event is approved, calendar invites are sent to all invitees and the video meeting link (Zoom, MS Teams, or Google Meet) is automatically created.\n- **Canceled — The event has been cance**led by either the Group Admins or an Admin. Once an event is canceled, it cannot be edited.","2026-06-30T18:53:15.097Z","2026-07-01T13:27:41.316Z","ae575836-909e-46eb-9cae-cfa802558e57",[],[],[],"QR codes","Chezie generates QR codes for three purposes per event: check-in attendance, sharing the event, and post-event surveys. Here's how to access each one.\n\n---\n\n1. On the homepage, click on **Events**.\n\n ![39.png](/api/knowledge-base/images/95fc0a97-f303-4d4d-a68b-847ce3678bb2)\n\n2. Choose the event and click on **View**.\n\n ![40.png](/api/knowledge-base/images/cbdc76a5-07bf-43b6-82a7-230130a78b10)\n\n3. To download a **check-in QR code** (for tracking in-person attendance), click on **Event Actions > Attendance**.\n\n ![47.png](/api/knowledge-base/images/748cb539-14f8-407c-8482-3528959df8aa)\n\n4. Click on **Get check-in QR code**.\n\n ![42.png](/api/knowledge-base/images/ee22a2f5-cd0e-480e-bc0e-924611146a20)\n\n5. To download a **QR code to share the event**, click on **Share event**.\n\n ![49.png](/api/knowledge-base/images/40fbfb53-efb9-4563-b616-f6265b0752e9)\n\n6. Click on **Download QR code**.\n\n ![44.png](/api/knowledge-base/images/854f774b-7061-487e-8342-c0b6562c8736)\n\n7. To get a **survey QR code**, click on **Survey link**.\n\n ![51.png](/api/knowledge-base/images/25de681f-d4e8-43fd-b589-90718bd33f44)\n\n8. Click on **Get survey QR code**.\n\n ![46.png](/api/knowledge-base/images/61ba2549-98bf-4697-beb1-fef03ef8962a)","2026-06-30T20:33:05.787Z","2026-06-30T20:35:20.727Z","e4a08351-8862-403a-a79c-fbaf662b9f2b",[],[],[],"How to upload attendance for a past event","how-to-upload-attendance","# Chezie (2026 Upgrade)\n\n1. Gather your attendance reports (from Zoom, Google Meet, MS Teams, or in-person tracking). Click [here](https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0073594) for instructions on how to gather your report from Zoom.\n2. Make sure the list has at least each attendee's email address. \n3. Email us at [support@chezie.co](mailto:support@chezie.co) with:\n 1. Event name\n 2. Attendance list csv\n4. Look out for an email notification to let you know that the upload has been finished.\n\n# Chezie (Legacy)\n\n### Effortlessly upload and manage attendance records for your past events.\n\n1. Gather your attendance reports (from Zoom, Google Meet, MS Teams, or in-person tracking). Click [here](https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0073594) for instructions on how to gather your report from Zoom.\n\n2. Go to the Events tab in Admin view.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbbd-4012-7c70-aa00-7f86ded4f412.png)\n\n3. Click the three dots next to the event you want to upload attendance for.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbbd-edb4-734f-9e0a-ed0af0091737.png)\n\n4. Click on Upload attendance.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbbe-ac2e-7aed-bf93-5a237998cb11.png)\n\n5. Drop the files that you wish to upload into the popup.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbbf-0db6-7f65-ad96-958dd4b7fa3f.png)\n\n6. Click on Upload attendance.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbbf-6da7-7c8b-8dda-8a06069aeb7e.png)\n\n7. Once your attendance is uploaded, you'll get a notification that the report is ready.","2026-04-16T19:06:52.318Z","2026-06-30T19:23:41.127Z","e5f0ae17-ceb8-4ba8-bc81-19b3e8b3e655",[],[],[],"How time zones work in Chezie","how-time-zones-work-in-chezie-chezie-2","### An explanation of how time zones work in Chezie.\n\n# Things to know about time zones in Chezie\n\n- Time zones in Chezie automatically adjust based on your current time zone.\n\n- Time zones also automatically adjust based on a recipient’s location.\n\n**For example:**\n\n1. If you are in New York City, Chezie auto-detects that you’re EST.\n\n2. If you schedule an event in Chezie at 12pm, it is being scheduled for 12pm EST.\n\n3. If someone in Los Angeles (PST) receives your event invite, their invite will be for 9am PST. If someone in London (GMT) receives your invite, their invite will be for 5pm GMT.\n\nPlease email us at [support@chezie.co](mailto:support@chezie.co) if you have any additional questions.","2026-04-16T19:06:25.883Z","2026-06-30T19:07:34.525Z","6b964486-393b-4c37-aec0-449ce8d4b31f",[],[],[],"Creating & Scheduling an Event","1\\. From **Events**, click on **New Event.**\n\n![57.png](/api/knowledge-base/images/1b6b518b-8642-40a0-8e0f-3abdca19fe57)\n\n2\\. Type Event title\n\n![58.png](/api/knowledge-base/images/02a98dc7-d0c2-4da7-a029-7499bcdb2eec)\n\n3\\. Choose Event date and time\n\n![59.png](/api/knowledge-base/images/2aff1dd3-24a7-437e-98ad-03b0925604b4)\n\n4\\. Select Cycle\n\n![60.png](/api/knowledge-base/images/38b403da-c248-4596-9a00-be944a2ffa67)\n\n5\\. Select Attached Goal\n\n![61.png](/api/knowledge-base/images/68fed9a6-a936-4b70-aaef-9f98f494607c)\n\n6\\. Select which Admin(s) are planning this Event.\n\n![62.png](/api/knowledge-base/images/4347aeb0-8ee5-403a-b9e9-ad043809100f)\n\n7\\. Select Location (Virtual or In-Person)\n\n![63.png](/api/knowledge-base/images/40563dbc-1397-49f2-a74e-46199ca57629)\n\n---\n\n```plaintext\nℹ️ For Virtual Events, ensure that the video system has been integrated. If so, select from the dropdown which system you will use, and Chezie will generate a meeting link.\n```\n\n---\n\n8\\. Type Event Description\n\n![64.png](/api/knowledge-base/images/91d308a2-f7e8-4a41-8b3b-d43a88330746)\n\n9\\. Click on Organizer\n\n![65.png](/api/knowledge-base/images/760f98d6-b897-4705-9ade-a0610c011e53)\n\n10\\. Click on Calendar\n\n![66.png](/api/knowledge-base/images/5f21850b-9ebc-4379-b784-a75a06f0c322)\n\n11\\. Click on Add Invitees\n\n![67.png](/api/knowledge-base/images/968e36e8-6168-46fb-8dfb-1e965fbc229c)\n\n12\\. Select Invitees (Select All for complete member list)\n\n![68.png](/api/knowledge-base/images/e9c3950f-7f98-49d1-90ea-4c94ab86d459)\n\n13\\. Click on Add Invitees\n\n![69.png](/api/knowledge-base/images/957f8703-c194-4aa1-8747-df91462d7e6c)\n\n14\\. Click on **Save as Draft.**\n\n![70.png](/api/knowledge-base/images/a5456835-6170-40e0-a0b8-9f446d581e5b)\n\n15\\. Click on **Submit for Approval.**\n\n![71.png](/api/knowledge-base/images/4293e48e-b424-4285-b903-1d5d90b65ef3)\n\n16\\. Click on Approvers and type in text field.\n\n![72.png](/api/knowledge-base/images/1768826a-f32e-4116-b6af-3d90f0e34327)\n\n17\\. Click on Send.\n\n![73.png](/api/knowledge-base/images/ee25e38b-e1d8-4fcd-b457-05869c2053ba)","2026-07-01T13:19:42.774Z","2026-07-01T19:06:58.187Z","cb506682-de51-4370-928e-512a1498a37d",[],[],[],"Attendance & RSVPs","1\\. Click on **Events**.\n\n![74.png](/api/knowledge-base/images/30a2f694-187d-4d8d-9f9f-0180328da403)\n\n2\\. Click on **Past events**.\n\n![75.png](/api/knowledge-base/images/d874bcbd-34fb-46ea-8df8-02b225b637af)\n\n3\\. Select Event you want to view.\n\n![76.png](/api/knowledge-base/images/fc1fd84d-c07d-414f-b63c-2b4f8e338bbb)\n\n4\\. Click on **Attendees**.\n\n![77.png](/api/knowledge-base/images/36a61f5b-eb2b-4b80-bff6-2a9749c1f7a1)\n\n5\\. Click on **Feedback**.\n\n![78.png](/api/knowledge-base/images/a7ab6289-84a6-4132-96b3-aef29b9a3d21)","2026-07-01T13:24:54.478Z","2026-07-01T19:09:34.674Z","5d339021-63dd-4f83-8371-b2737d06a2b1",[],[],[],"Communications","communications-3","phone","2026-06-30T21:18:25.115Z","9bec4577-efeb-4240-bdb9-6dbde9adae4f",[604,605,606],[],{"_82":623,"_101":-5,"_111":-5,"_112":624,"_114":601,"_115":94,"_116":625,"_118":626,"_22":627,"_24":25,"_121":628,"_123":-5,"_124":629,"_126":630},{"_82":615,"_101":-5,"_111":-5,"_112":616,"_114":601,"_115":94,"_116":617,"_118":618,"_22":619,"_24":25,"_121":620,"_123":-5,"_124":621,"_126":622},{"_82":607,"_101":-5,"_111":-5,"_112":608,"_114":601,"_115":94,"_116":609,"_118":610,"_22":611,"_24":25,"_121":612,"_123":-5,"_124":613,"_126":614},"Sending an email from Chezie","# [Schedule and Send Chezie Comms](https://app.tango.us/app/workflow/693bf22d-5453-4b53-b89c-80eed30803fe?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)\n\n1\\. Click on Communications\n\n![1.png](/api/knowledge-base/images/b4a60f28-215a-4a76-b952-1606153ae80d)\n\n2\\. Click on Create comms\n\n![2.png](/api/knowledge-base/images/7636cbb2-66b7-4ccf-b47f-06b519c6e968)\n\n3\\. Type Subject line and message in text field\n\n![3.png](/api/knowledge-base/images/5ddb7b41-0bf8-4969-9a66-b7e80469f721)\n\n4\\. Select Cycle\n\n![4.png](/api/knowledge-base/images/313be9eb-2c83-4904-9ce0-a178a391208c)\n\n5\\. Select Related goal\n\n![5.png](/api/knowledge-base/images/42c27a54-d574-469e-935a-020e9b189988)\n\n6\\. Click on Schedule - Either Send Now or Schedule for Later\n\n![6.png](/api/knowledge-base/images/bab7f468-6bf3-4625-b8d9-741ace02cc89)\n\n---\n\n```plaintext\nℹ️ If you want to send the email immediately, the button will say \"Send.\" If you are scheduling it for later, the button will say \"Schedule.\"\n```\n\n---\n\n### 7. Click on Send\n\n![7.png](/api/knowledge-base/images/08cf61cd-56cb-4c9e-bdf4-58dc1ff61303)","2026-07-01T20:31:09.689Z","2026-07-01T20:35:21.773Z","976d030a-6b47-41c2-a373-3fb7e05b9889",[],[],[],"Editing a scheduled email","1\\. Click on **Communications**\n\n![1.png](/api/knowledge-base/images/4b55f18f-6a9e-4048-ab40-11db66be1925)\n\n2\\. Click on **Scheduled**\n\n![8.png](/api/knowledge-base/images/cf419248-078e-40ff-9554-4ca42d0a2588)\n\n3\\. Click on **Menu** and **Edit**\n\n![9.png](/api/knowledge-base/images/7e587d0e-ec32-418d-94d9-c4cfa91ba3e2)\n\n4\\. Edit Email\n\n![10.png](/api/knowledge-base/images/7b30157e-0b24-430f-b740-db0cf9c3e161)\n\n5\\. Click on **Schedule**\n\n![11.png](/api/knowledge-base/images/2c28a290-0fd5-4950-ac61-d1fbcfc3e67f)","2026-07-01T20:36:06.729Z","2026-07-01T20:39:31.406Z","bbafc788-4e62-4536-b455-605e3ecc7908",[],[],[],"Customizing your welcome email","1\\. Click on **Settings**\n\n![1.png](/api/knowledge-base/images/4dad5867-ea39-4123-b51c-d2a4bde86197)\n\n2\\. Click on Team\n\n![2.png](/api/knowledge-base/images/ba539f09-2511-4b31-9aa3-c630d3cfbbe7)\n\n3\\. Click on Group\n\n![3.png](/api/knowledge-base/images/19d0a5de-f51f-464e-ba6f-2ef874cfa301)\n\n4\\. Click on **Communications**\n\n![4.png](/api/knowledge-base/images/060f98f4-fab9-4328-ae64-3eacfef6f51d)\n\n5\\. Click on **Create Message**\n\n![5.png](/api/knowledge-base/images/e66828ff-d8b6-42be-894e-565efda8c402)\n\n6\\. Write in copy for email\n\n![6.png](/api/knowledge-base/images/be0123b3-2c2d-4b16-97b5-2b909d3e2c49)\n\n7\\. Click on **Save changes**\n\n![7.png](/api/knowledge-base/images/a4c439bb-355f-417e-9786-ec8adf4450c9)","2026-07-01T20:41:07.245Z","2026-07-01T20:44:32.892Z","8cf8ee89-72e2-4244-8beb-3e3cfaff0970",[],[],[],[633,634,635,636],[],{"_82":146,"_101":-5,"_111":-5,"_112":147,"_114":103,"_115":94,"_116":148,"_118":149,"_22":150,"_24":25,"_121":646,"_123":-5,"_124":647,"_126":648},{"_82":137,"_101":138,"_111":-5,"_112":139,"_114":103,"_115":94,"_116":140,"_118":141,"_22":142,"_24":25,"_121":643,"_123":-5,"_124":644,"_126":645},{"_82":128,"_101":129,"_111":-5,"_112":130,"_114":103,"_115":94,"_116":131,"_118":132,"_22":133,"_24":25,"_121":640,"_123":-5,"_124":641,"_126":642},{"_82":109,"_101":110,"_111":-5,"_112":113,"_114":103,"_115":94,"_116":117,"_118":119,"_22":120,"_24":25,"_121":637,"_123":-5,"_124":638,"_126":639},[],[],[],[],[],[],[],[],[],[],[],[],"Chezie Classic (Legacy)","chezie-classic-legacy","Documentation for the previous version of Chezie, kept available for customers who haven't migrated yet. If your account hasn't moved to the new platform, use these guides. Once your upgrade is complete, switch to Chezie 2026.","2026-06-30T14:59:50.305Z","2026-06-30T15:00:04.993Z","4b812666-b1b1-4d28-8ffd-e9a501ca4dc2",[],[657,658,659,660,661,662,663,664,665,666,667],{"_61":1584,"_101":1585,"_84":1586,"_156":395,"_160":654,"_115":94,"_116":1587,"_118":1588,"_22":1589,"_24":25,"_158":159,"_12":1590,"_196":1591},{"_61":597,"_101":1546,"_84":1547,"_156":1548,"_160":654,"_115":94,"_116":1549,"_118":1550,"_22":1551,"_24":25,"_158":222,"_12":1552,"_196":1553},{"_61":504,"_101":1357,"_84":1358,"_156":1359,"_160":654,"_115":94,"_116":1360,"_118":1361,"_22":1362,"_24":25,"_158":1363,"_12":1364,"_196":1365},{"_61":470,"_101":1310,"_84":1311,"_156":472,"_160":654,"_115":94,"_116":1312,"_118":1313,"_22":1314,"_24":25,"_158":159,"_12":1315,"_196":1316},{"_61":1180,"_101":1181,"_84":1182,"_156":1183,"_160":654,"_115":94,"_116":1184,"_118":1185,"_22":1186,"_24":25,"_158":1187,"_12":1188,"_196":1189},{"_61":1132,"_101":1133,"_84":1134,"_156":506,"_160":654,"_115":94,"_116":1135,"_118":1136,"_22":1137,"_24":25,"_158":159,"_12":1138,"_196":1139},{"_61":1022,"_101":1023,"_84":1024,"_156":1025,"_160":654,"_115":94,"_116":1026,"_118":1027,"_22":1028,"_24":25,"_158":1029,"_12":1030,"_196":1031},{"_61":873,"_101":874,"_84":875,"_156":218,"_160":654,"_115":94,"_116":876,"_118":877,"_22":878,"_24":25,"_158":879,"_12":880,"_196":881},{"_61":855,"_101":856,"_84":-5,"_156":857,"_160":654,"_115":94,"_116":858,"_118":859,"_22":860,"_24":25,"_158":211,"_12":861,"_196":862},{"_61":768,"_101":45,"_84":769,"_156":45,"_160":654,"_115":94,"_116":770,"_118":771,"_22":772,"_24":25,"_158":310,"_12":773,"_196":774},{"_61":668,"_101":669,"_84":670,"_156":671,"_160":654,"_115":94,"_116":672,"_118":673,"_22":674,"_24":25,"_158":675,"_12":676,"_196":677},"The Complete Guide to Customizing Your ERG in Chezie","the-complete-guide-to-customizing-your-erg-in-chezie","Everything you need to know about personalizing and enhancing your ERG's profile in Chezie.","book","2026-04-16T19:07:31.424Z","2026-06-30T15:00:50.838Z","d1fe58a4-ae79-40e4-891a-a324922cef4a",9,[678,679,680,681,682,683,684,685,686],[],{"_82":759,"_101":760,"_111":-5,"_112":761,"_114":674,"_115":94,"_116":762,"_118":763,"_22":764,"_24":25,"_121":765,"_123":-5,"_124":766,"_126":767},{"_82":750,"_101":751,"_111":-5,"_112":752,"_114":674,"_115":94,"_116":753,"_118":754,"_22":755,"_24":25,"_121":756,"_123":-5,"_124":757,"_126":758},{"_82":741,"_101":742,"_111":-5,"_112":743,"_114":674,"_115":94,"_116":744,"_118":745,"_22":746,"_24":25,"_121":747,"_123":-5,"_124":748,"_126":749},{"_82":732,"_101":733,"_111":-5,"_112":734,"_114":674,"_115":94,"_116":735,"_118":736,"_22":737,"_24":25,"_121":738,"_123":-5,"_124":739,"_126":740},{"_82":723,"_101":724,"_111":-5,"_112":725,"_114":674,"_115":94,"_116":726,"_118":727,"_22":728,"_24":25,"_121":729,"_123":-5,"_124":730,"_126":731},{"_82":714,"_101":715,"_111":-5,"_112":716,"_114":674,"_115":94,"_116":717,"_118":718,"_22":719,"_24":25,"_121":720,"_123":-5,"_124":721,"_126":722},{"_82":705,"_101":706,"_111":-5,"_112":707,"_114":674,"_115":94,"_116":708,"_118":709,"_22":710,"_24":25,"_121":711,"_123":-5,"_124":712,"_126":713},{"_82":696,"_101":697,"_111":-5,"_112":698,"_114":674,"_115":94,"_116":699,"_118":700,"_22":701,"_24":25,"_121":702,"_123":-5,"_124":703,"_126":704},{"_82":687,"_101":688,"_111":-5,"_112":689,"_114":674,"_115":94,"_116":690,"_118":691,"_22":692,"_24":25,"_121":693,"_123":-5,"_124":694,"_126":695},"Navigating your ERG group settings page","navigating-your-erg-group-settings-page-chezie-2","1. Log-in to Chezie\n\n2. Click the profile dropdown and switch to Admin view.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194f6f5-1e2a-7918-aea2-80a99903a52f.png)\n\n3. Click the **Settings** tab on the side bar.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194f6f5-f33d-798e-9edd-372d93e64467.png)\n\n4. Click **ERG group settings**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194f6f7-5daf-7772-b3bd-ede144430574.png)\n\n5. Select the Group that you want to customize\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194f6fa-489a-70f0-91ee-c6c42ed473da.png)","2026-04-16T19:07:11.650Z","2026-04-18T00:47:59.525Z","3929bc23-731f-4503-99f2-f81c41e671f4",[],[],[],"Managing your Group’s resources","managing-your-groups-resources-chezie-2","Share photos, docs, links, and videos with your members so they can easily access them.\n\n1. Click the **Upload files** button\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194faf5-5694-71ae-9b89-a17722333167.png)\n\n2. Select the type of resource you want to upload\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194faf5-c481-7d76-af8b-cd1df220ee6e.png)\n\n3. Click **Save** when you’re done","2026-04-16T19:06:38.111Z","2026-04-18T00:46:43.771Z","4da5d7b8-ec47-44fd-b750-5a0a7215c5ba",[],[],[],"Editing your Group’s welcome message","editing-your-groups-welcome-message-chezie-2","![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194faf0-b13a-79a4-8bf5-e5b6037913b3.png)\n\nUpdate your welcome message. Here’s an example:\n\n*Hi!*\n\n*Welcome to ChezieHER! We're excited that you've chosen to join our group.*\n\n*You should have gotten a notification to join our Slack channel. If you didn't please reach out to us at* [*chezieher@chezie.co*](mailto:chezieher@chezie.co)*, and we'll be sure to add you!*\n\n*Come back to our page here any time you're looking for information about the ERG or if you have questions about how to get involved.*\n\n*Thanks!*\n\n*ChezieHER Leadership*","2026-04-16T19:06:37.744Z","2026-04-18T00:45:33.707Z","f033038b-7ddd-4c13-bed8-e142e2f5f754",[],[],[],"Editing your Group’s description","editing-your-groups-description-chezie-2","![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194f701-f0e7-7500-83ef-5772888c5046.png)\n\n1. Enter your description. We suggest including your mission statement, information on how members can get involved, and an email for an ERG lead to contact with any questions.\n\n For some help, here’s a sample description:\n\n ---\n\n *ChezieHER is our Women's ERG. We are dedicated to creating space for women at our company to safely and openly express themselves. We promote equity within our company and work to create opportunity for women in the Atlanta area.*\n\n *Are you interested in getting involved? We’d love to have you! We’re always looking for additional support with the following:*\n\n - *Identifying potential community service partners*\n\n - *Facilitating and scheduling events*\n\n - *Planning workshops and educational events*\n\n - *Creating content for our Blog*\n\n - *Managing our monthly newsletter*\n\n *If you’re interested in learning more, please email our Nicoline Barrow, our Community Lead, at* [*nico@chezie.com*](mailto:nico@chezie.com)*.*\n\n ---\n\n2. When you’re done, click **Save**.","2026-04-16T19:06:37.466Z","2026-04-17T23:20:44.635Z","e8eb970b-cf37-45af-a32f-426955340863",[],[],[],"Customizing your Group's Join form","customizing-your-groups-join-form-chezie-2","### Custom join forms allow you to capture specific information about your members as they join your Group.\n\nFor more information, read the full guide here: [**https://docs.chezie.co/articles/5485089-join-forms**](https://docs.chezie.co/articles/5485089-join-forms)","2026-04-16T19:06:37.598Z","2026-04-17T23:19:15.568Z","8e8d58d5-3fb2-4c08-a1ff-928acf749241",[],[],[],"Connecting your Messaging App Channel","connecting-your-messaging-app-channel-chezie-2","You want to make sure that everyone that joins your ERG in Chezie can also join your Slack or Teams channel. Share your channel’s URL so members can easily join after joining the group in Chezie.\n\n1. Find your channel’s URL (instructions on how to do that [here](https://docs.chezie.co/articles/7528826))\n\n2. Paste the URL into the field\n\n3. Click **Save** when you’re done\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fafe-f44c-7991-92e7-0b0553b3e69b.png)","2026-04-16T19:06:39.483Z","2026-04-17T23:17:52.628Z","01214632-a804-42c5-9fbe-c0a4608d406b",[],[],[],"Changing your logo/banner","changing-your-logobanner-chezie-2","You can easily edit your Group’s logo and/or banner.\n\n1. To edit your banner, click the **Edit cover photo** button in the top right corner.\n\n2. To edit your logo, click the logo in the center of the screen.\n\n![0194f700-0957-7a1e-8d08-f1fdf9823624.png](/api/knowledge-base/images/fb2e37b3-2a00-4bc5-b7b4-fde033e849f5)","2026-04-16T19:07:11.461Z","2026-05-19T15:27:16.230Z","6984db3c-28fc-4814-be7f-e0e3f2535da7",[],[],[],"Changing viewing permissions","changing-viewing-permissions-chezie-2","Your Group email is the email address that replies to emails from Chezie are sent to. So if you [send an email](https://docs.chezie.co/articles/3595793-how-to-send-an-email-from-chezie) to your members, and one of your members replies to that email, this email address is the address that the replies will be sent to.\n\n```plaintext\n💡 Hint: We recommend using a distribution list email so all responses can be seen by all leads. If you don’t have one, you should use the email address for one of your ERG leads that is responsible for communications.\n```\n\n1. Enter your Group’s email address into the field\n\n2. Click **Save** when you’re done\n\nNow, you can edit which tabs are visible on your Group’s landing page. If you’d rather not have your members list public or you don’t want people to know who the leads for your ERG are, you can hide those tabs.\n\n```plaintext\n💡 Note: the overview tab is always visible.\n```\n\n3. Select which tab(s) you want shown by checking the related box in the Viewing permissions section of your ERG Group Settings page.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb09-edb5-7700-8920-ad433c670324.png)","2026-04-16T19:06:38.720Z","2026-04-17T23:10:02.474Z","d1dc4c2b-8053-4093-8546-8efd6e044602",[],[],[],"Adding your Group’s email","adding-your-groups-email-chezie-2","Your Group email is the email address that replies to emails from Chezie are sent to. So if you [send an email](https://docs.chezie.co/articles/3595793-how-to-send-an-email-from-chezie) to your members, and one of your members replies to that email, this email address is the address that the replies will be sent to.\n\n```plaintext\n💡 Hint: We recommend using a distribution list email so all responses can be seen by all leads. If you don’t have one, you should use the email address for one of your ERG leads that is responsible for communications.\n```\n\n1. Enter your Group’s email address into the field\n\n2. Click **Save** when you’re done\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb03-2ff5-7e2e-8ac3-6799d4d7141c.png)","2026-04-16T19:06:39.040Z","2026-04-17T23:08:51.822Z","1be36ed9-d9e2-431c-9a10-a61b0a4d23c4",[],[],[],"Settings","Guides to managing settings in Chezie.","2026-04-16T19:09:50.391Z","2026-06-30T15:00:46.912Z","3805ec25-6f5a-4614-9c94-4e8927233ebb",[775,776,777,778,779,780,781,782],[],{"_82":846,"_101":847,"_111":-5,"_112":848,"_114":772,"_115":94,"_116":849,"_118":850,"_22":851,"_24":25,"_121":852,"_123":-5,"_124":853,"_126":854},{"_82":837,"_101":838,"_111":-5,"_112":839,"_114":772,"_115":94,"_116":840,"_118":841,"_22":842,"_24":25,"_121":843,"_123":-5,"_124":844,"_126":845},{"_82":828,"_101":829,"_111":-5,"_112":830,"_114":772,"_115":94,"_116":831,"_118":832,"_22":833,"_24":25,"_121":834,"_123":-5,"_124":835,"_126":836},{"_82":819,"_101":820,"_111":-5,"_112":821,"_114":772,"_115":94,"_116":822,"_118":823,"_22":824,"_24":25,"_121":825,"_123":-5,"_124":826,"_126":827},{"_82":810,"_101":811,"_111":-5,"_112":812,"_114":772,"_115":94,"_116":813,"_118":814,"_22":815,"_24":25,"_121":816,"_123":-5,"_124":817,"_126":818},{"_82":801,"_101":802,"_111":-5,"_112":803,"_114":772,"_115":94,"_116":804,"_118":805,"_22":806,"_24":25,"_121":807,"_123":-5,"_124":808,"_126":809},{"_82":792,"_101":793,"_111":-5,"_112":794,"_114":772,"_115":94,"_116":795,"_118":796,"_22":797,"_24":25,"_121":798,"_123":-5,"_124":799,"_126":800},{"_82":783,"_101":784,"_111":-5,"_112":785,"_114":772,"_115":94,"_116":786,"_118":787,"_22":788,"_24":25,"_121":789,"_123":-5,"_124":790,"_126":791},"Managing Feature Controls","managing-feature-controls-chezie-2","### This guide details how to access and explains the function of each available control.\n\n## Accessing Feature Controls\n\nTo locate and manage your Feature Controls, please follow these steps:\n\n1. From the Admin view, select the **Settings** tab.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67f6c75b1f835725d8371558/01961c27-ff4a-73cc-a7b4-7ee45ab82a1e/b64u-SW1hZ2UgMDEucG5n.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=db3013f17c503bb93ca335c08784126157a5dcec8295cbf5f8604ab9800fb8d6)![Image 01.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2Fd757c6f9-d9b1-4d98-b20b-40e77155cd7c.png?alt=media)\n\n2. Click ‘**ERG program settings**’.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67f6c75b1f835725d8371558/01961c28-f7f4-7074-9022-de965e842fe6/b64u-SW1hZ2UgMDIucG5n.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=52d35d0b79d3b4f3cd51d58de8b305a92b8b523c057c2291c07ce146499986d4)![Image 02.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F093913a7-406e-4a7d-a7c1-0549e690abfc.png?alt=media)\n\n3. Scroll down to the ‘**Admin Controls**’ section.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67f6c75b1f835725d8371558/01961c29-fb32-7f3d-90d6-78e98b8e4236/b64u-SW1hZ2UgMDMucG5n.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=b74cc7db363bc1557b555f528e70a4b6ba1c4acfc703898d9e04a51780334b53)![Image 03.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F31900a86-c4ea-4a6d-9318-a80f9c66702f.png?alt=media)\n\n## Admin Controls, explained\n\n### Feature Controls\n\n1. **Custom Join Forms** - When turned on, ERG leaders can add custom questions or fields in the member sign-up form.\n\n2. **Company-wide event invite**s - When allowed, ERG leaders can send invites to all employees in the company.\n\n### Approval Requirements\n\nManage which items need admin approval:\n\n1. **Events** - require approval on events before they can be moved to Approved status.\n\n2. **Expenses** - require approval on expenses before they can be moved to Approved status.\n\n3. **Receipts for expenses** - requirement receipts on expenses. If this is turned on and a receipt has not been submitted, the user cannot submit the expense.","2026-04-16T19:07:06.958Z","2026-04-17T23:06:52.258Z","15a3c05c-dd98-45f6-988b-4c39a6ddf9a3",[],[],[],"Lead permissions, explained","lead-permissions-explained-chezie-2","### Understand the roles and responsibilities of group leads in Chezie.\n\nIf you want to control what access your Group Leads have, you can do that by managing Lead permissions. Note that if someone is a Lead for multiple ERGs, they will have two sets of permissions.\n\n## **Managing groups**\n\n- **View members** - Lead can view membership data for the Group they lead, including in-group vs. ally membership, and membership by department, office, and level.\n\n- Customize Join Forms - Lead can customize the questions new members see when they join a group\n\n## **Managing Users**\n\n- **Add new Leads** - Lead can add new Leads for the Group they Lead.\n\n## **Events**\n\n- **Create events** - Lead can create new events for any Group.\n\n- **Cancel events** - Lead can cancel an event as long as the event has not already passed.\n\n- **Approve events** - Lead can approve an event that is in draft status. To do this, an Admin must [disable the event approval requirement](https://docs.chezie.co/articles/0754778-how-to-disable-the-event-approval-requirement).\n\n## Reporting\n\n- **View reports** - Lead can view reports in the Reporting tab.","2026-04-16T19:06:54.359Z","2026-04-17T23:03:32.971Z","75f23652-724e-4e7c-9592-5d7f01aadcf0",[],[],[],"How to update a Lead’s permissions","how-to-update-a-leads-permissions-chezie-2","### A step-by-step guide on modifying lead permissions.\n\nIf you're an Admin with the **Manage Admins** permission turned on, then you can edit permissions for other Admins.\n\n1. Switch to admin view\n\n2. Navigate to Settings tab\n\n3. Click ERG program settings tab at the top of the screen\n\n4. Scroll to the Admins table.\n\n5. Click the three dots next to an Admin whose [permissions](https://docs.chezie.co/articles/4184222-admin-permissions-explained) you want to update\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950546-71c8-7c8d-904a-618f100e59a7.png)\n\n6. Select the permissions that you want to change\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950546-8bbd-7ab1-9691-4c4dc740591f.png)","2026-04-16T19:07:05.228Z","2026-04-17T23:02:32.981Z","ddebe389-5985-4e6d-a1f9-a95bcb0576ea",[],[],[],"How access levels work","how-access-levels-work-chezie-2","### Understand the differences between Admins, Leads, and Members in Chezie.\n\n```plaintext\nThere are three access levels in Chezie: Admin, Lead, and Member.\n```\n\n## Admins\n\nAdmins are super users. Depending on the [permissions](https://docs.chezie.co/articles/4184222) that the Admin has, they can have the following controls:\n\n1. Access all data for all Groups\n\n2. Control settings for the entire ERG program\n\n3. Control settings for any Group\n\n4. Create/edit/delete/approve events for all Groups\n\n5. Create/edit/delete/approve expenses for all Groups\n\n6. Create/edit/delete comms for all Groups\n\n7. View all members for all Groups\n\n8. View all reports for all Groups\n\n## Leads\n\nDepending on the [permissions](https://docs.chezie.co/articles/3124457) given, Leads have full access and view rights for their individual Group. As a Lead, you can:\n\n1. Access all data for your Group\n\n2. Control settings for your Group\n\n3. Create/edit/delete/approve events for your Group\n\n4. Create/edit/delete/approve expenses for your Group\n\n5. Create/edit/delete comms for your Group\n\n6. View all members for your Group\n\n7. View all reports for your Group\n\nNote: a user can be a Lead for more than one Group.\n\n## Members\n\nMembers only have access to the Member view where they can view, join, and leave Groups. They cannot access the Admin view unless they are made a Lead for a group or made an Admin for the company.","2026-04-16T19:07:06.552Z","2026-04-17T23:00:06.234Z","ab637b4e-8d2a-41de-a46a-08edcfacf344",[],[],[],"Chezie Notifications ","chezie-notifications-chezie-2","### Here is a list of all notifications that come from Chezie.\n\n### **File export**\n\n- **Subject**: Your file export for your ERG Members is ready to download\n\n- **Description**: Notifies users when their requested data export (ERG members, join form answers, etc.) is ready for download\n\n- **Body**:\\\n You requested an export on \\[Date\\]. Click the link below to download the export.\\\n \\[link\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Group Addition**\n\n- **Subject**: You have been added to \\[Group Name\\]!\n\n- **Description**: Sent when someone is added to a group, includes link to finish joining\n\n- **Body**:\\\n Hi! You have been added to \\[Group\\] by \\[Name\\]!\\\n You should finish joining in Chezie!\\\n Click the link below to log in and finish joining this Group.\\\n Finish joining: \\[link\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Member Join**\n\n- **Subject**: \\[Name\\] has joined your group!\n\n- **Description**: Notifies group leaders when a new member joins their group\n\n- **Body**:\\\n Hi! Congratulations! \\[Name\\] (Email) has joined \\[Group Name\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Join Request**\n\n- **Subject**: Request to join \\[Group Name\\]\n\n- **Description**: Alerts group admins when someone requests to join their group\n\n- **Body**:\\\n \\[Name\\] has requested to join \\[Group Name\\]!\\\n Go to your group’s settings page to review the request (scroll to the bottom of the page to see them).\\\n \\[link to group\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Join Request Acceptance**\n\n- **Subject**: Your request to join \\[Group Name\\] has been accepted!\n\n- **Description**: Welcome message sent to new members when their join request is approved, includes onboarding\n\n- **Body**:\\\n Hi there,\n\n Welcome to \\[Group Name\\]! We’re so excited to have you join our community \\[Group Description\\] at \\[Company Name\\].\n\n Here’s how you can get started:\n\n - Join our \\[link to Group Channel\\] to connect with the community and stay updated\n\n - Keep an eye out for upcoming events like workshops, networking opportunities, and volunteer activities\n\n - Explore our Resources Library for tools and materials to support personal and professional growth\n\n If you have any questions, feel free to contact the \\[Group Name\\] Leadership Team at \\[Group/Lead Email\\].\n\n We’re excited to have you with us and look forward to making a lasting impact together!\n\n Best,\\\n \\[Group Name\\] Leadership Team\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Welcome Messages**\n\n- **Subject**: Welcome to \\[Group Name\\]!\n\n- **Description**: General welcome message sent to new group members with group-specific information and resources\n\n- **Body**:\\\n Welcome to \\[Group Name\\]!\\\n \\[Welcome Message\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: Yes\n\n### **Event Status Change**\n\n- **Subject**: \\[Group Name\\] - \\[Event Name\\] - Change Requested\n\n- **Description**: Notifies when changes are requested for a pending event\n\n- **Body**:\\\n \\[Details of event updates\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Attendance Upload**\n\n- **Subject**: Attendance uploaded - \\[Event Name\\]\n\n- **Description**: Sent to admins when event attendance data has been uploaded, includes download link\n\n- **Body**:\\\n Attendance has been uploaded for \\[Event Name\\]\\\n Uploaded by: \\[Name\\]\\\n Download the required data here: \\[link to event page\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Event Approval Request**\n\n- **Subject**: New Event - \\[Event Name\\]\n\n- **Description**: Sent to admins when an ERG requests event approval\n\n- **Body**:\\\n Hi! \\[Group Name\\] is requesting your approval on the following event: \\[Event Title\\]\\\n Click the link below to review and approve the event.\\\n \\[link to event page\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Event Approval**\n\n- **Subject**: Your event has been approved! - \\[Event Name\\]\n\n- **Description**: Notifies organizers when an event is approved, confirms calendar invites will be sent\n\n- **Body**:\\\n Hi! Your event \\[Event Title\\] has been approved by \\[Name\\].\\\n We're sending calendar invitations out to the invitees. See you there!\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Event Preparation**\n\n- **Subject**: Preparing for your upcoming event - \\[Event Name\\]\n\n- **Description**: Sent to event organizers with prep info, survey links, and QR codes\n\n- **Body**:\\\n Hi! We’re sure you’re getting excited about your upcoming event, so we just wanted to send you some information to help you prepare!\n\n Here’s your event's survey link: \\[link\\]\\\n We suggest dropping this survey link into the chat for your meeting with about 5 mins to go so attendees can provide their feedback.\n\n If you need a QR code to share your event's page (for in-person check-ins or to share your survey link), you can download the codes by clicking the link below.\n\n Reply to this email if you have any questions.\\\n Go to event page: \\[Event page link\\]\n\n- **Sender**: [**app@chezie.co**](mailto:app@chezie.co)\n\n- **Customizable**: No\n\n### **Calendar Invitations**\n\n- **Subject**: Invitation: \\[Event Name\\] @ \\[Date/Time\\]\n\n- **Description**: Sent when events are approved; includes details, location, RSVP options\n\n- **Body**:\\\n \\[Calendar invite\\]\\\n \\[Event details\\]\n\n Includes:\n\n - Branded header with group-specific imagery\n\n - Clear call-to-action buttons/links\n\n - Professional footer with Chezie branding\n\n - Personalized content based on group/action\n\n- **Sender**: Company Service Account\n\n- **Customizable**: No","2026-04-16T19:07:06.387Z","2026-04-17T22:58:07.348Z","e549e02e-51af-48bf-8fba-4e11bf29741d",[],[],[],"Admin permissions, explained","admin-permissions-explained-chezie-2","### Get insights into the roles and capabilities of administrators in Chezie.\n\nIf you want to control what access different Admins have, you can do that by managing Admin permissions.\n\nThere are three different groups of Admin permissions:\n\n## **Managing groups**\n\n- **Create new Groups** - Admin can create new Groups\n\n- **View members** - Admin can view membership data for all Groups, including in-group vs. ally membership, and membership by department, office, and level.\n\n## **Managing Users**\n\n- **Add new Leads** - Admin can add new Leads for any Groups.\n\n- **Add new Admins** - Admin can give another user Admin permissions. Users with this permission can also edit permissions for other Admins.\n\n## **Events**\n\n- **Approve events** - Admin can Approve events that are in draft or pending status. Users with this permission will receive notifications whenever a Lead requests approval for an event.\n\n- **Create events** - Admin can create new events for any Group.\n\n- **Cancel events** - Admin can cancel an event as long as the event has not already passed.\n\n## Reporting\n\n- **View reports** - Admin can view reports in the Reporting tab.\n\n## Expenses\n\n- **Approve expenses** - Admin can approve expenses that are submitted.","2026-04-16T19:07:05.402Z","2026-04-17T22:53:09.651Z","382c326e-fcb3-4fdd-9dcf-5dac8aa9522f",[],[],[],"Adding new Admins","adding-new-admins-chezie-2","### Expanding your admin team with new members.\n\n```plaintext\nAdmins are people with access to your entire company's ERG information.\n```\n\nIf you're an Admin with the **Manage Admins** permission turned on, then you can add other Admins. You can also [edit permissions for other Admins](https://docs.chezie.co/articles/1463836)\n\n## How to add an admin:\n\n1. Navigate to admin home page.\n\n2. Click Settings on the Sidebar\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054f-9fdb-70a4-999a-e47ca7754f52.png)\n\n3. Click ERG Program Settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950550-9f98-7e1d-b9fb-d8428460c7a4.png)\n\n4. Click Add Admin\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950551-2b0c-77a9-8461-57ba23a0758e.png)\n\n5. Enter the name of the user that you want to make an Admin\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950550-0c63-7ed7-bb00-8055766a27a1.png)\n\n6. Click **ADD ADMIN**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950550-540f-7699-ac37-ea8cc352e54c.png)","2026-04-16T19:07:06.253Z","2026-04-17T22:52:07.285Z","19e5a62b-7797-474e-8617-0d7b91474c0b",[],[],[],"Adding a new Group Lead","adding-a-new-group-lead-chezie-2","### Learn how to appoint a new Lead to your group.\n\n## Adding a new Lead as an Admin\n\n1. Go to the Manage Group page of the Group that you want to add a lead for.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054b-8e92-78cd-bca3-ffcc2a223090.png)\n\n2. Scroll down to the **ERG Leads** header.\n\n3. Click **Add New Lead**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054b-bc69-7d87-9c00-8d3f3517efb2.png)\n\n4. Search for the ERG lead. (Note: they will only appear if they have logged into the portal).\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054b-dc9c-7f58-8a47-d1976b09199b.png)\n\n5. Enter the rest of the requested information.\n\n6. Click **Add New Lead** to save.\n\n## Adding a new Lead as a Lead\n\n1. [Login to your portal.](https://chezie.app/version-v2/home/home?path=home)\n\n2. Switch to Admin view\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054b-fe50-7aab-8d6a-690fc1b549c2.png)\n\n3. Click on Settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054c-22ae-760e-a0c7-264c17d7b9e1.png)\n\n4. Click on ERG group settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054c-41ea-7839-bb40-eb2b31c95cd9.png)\n\n5. Select the Group that you want to add a Lead for\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054c-7b3f-7610-abdf-fd510b37a13b.png)\n\n6. Scroll to the bottom of the page to the list of ERG leads. Click on Add new Lead\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054c-aa87-78ec-af62-a7e6982db266.png)\n\n7. Search for an employee by name and select that employee. Then fill out the remaining fields and click Add new lead.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195054c-c657-70ce-b488-9ad9497b647d.png)","2026-04-16T19:07:05.931Z","2026-04-17T22:50:31.880Z","7c1ad6f7-e235-4028-8717-8b6b6c58b139",[],[],[],"Reporting","reporting-2","bar-chart","2026-04-16T19:03:51.319Z","2026-06-30T15:00:37.604Z","7b73c5bc-2c72-490e-93aa-37796402bd22",[863],[],{"_82":864,"_101":865,"_111":-5,"_112":866,"_114":860,"_115":94,"_116":867,"_118":868,"_22":869,"_24":25,"_121":870,"_123":-5,"_124":871,"_126":872},"Metrics in Chezie","metrics-in-chezie-chezie-2","### This is a list of all available analytics in Chezie.\n\n| Metric | Definition | Module/Type |\n| --- | --- | --- |\n| % of budget spent | Shows what percentage of your ERG’s allocated budget has already been used. Helpful for tracking whether your team is on pace with spending for the cycle. | Budget |\n| Actual Spend | The total amount your ERG has already spent on events or activities in the current cycle. Useful for understanding real costs versus planned amounts. | Budget |\n| Planned Spend | The amount your ERG planned to spend during the cycle. This helps you compare expectations against actual spend. | Budget |\n| Remaining Budget | How much budget is still available for your ERG in the current cycle. Great for planning upcoming events without overspending. | Budget |\n| Spend by category | Breaks down your ERG’s spending by category (e.g., food, travel, swag). Helps identify which types of expenses take up the most resources. | Budget |\n| Spend by ERG | Shows how much each ERG spends, broken down as a percentage of total ERG spending. Useful for comparing resource usage across ERGs. | Budget |\n| Spend per member | The spend per ERG member during the current cycle. Helpful for understanding efficiency and fairness in budget allocation. | Budget |\n| Spending comparison | Compares planned versus actual spend in a bar chart format. Great for spotting overspending or underspending trends. | Budget |\n| Total spending | The total amount your ERGs have spent, filtered by cycle. Useful for reporting overall investment levels. | Budget |\n| \\# of past events | The total number of ERG events that have already taken place. Helps track historical activity. | Events |\n| \\# of Upcoming events | The number of ERG events scheduled to occur. Useful for planning and preparing engagement. | Events |\n| Average event attendance (#) | Average number of attendees across all events. Helps gauge general member interest and engagement. | Events |\n| Average Event NPS | Average satisfaction score (NPS) across events, based on survey feedback. Useful for understanding how events are received. | Events |\n| Cost Per Attendee | The average cost for each attendee, calculated by dividing event spend by number of attendees. Helps measure cost-effectiveness. | Events |\n| Cost per event | The average cost to host each ERG event. Useful for planning budgets for future events. | Events |\n| Event Conversion | The rate at which ERG members attend events compared to the total membership. Measures engagement strength. | Events |\n| Event NPS | Satisfaction score for an individual event. Promoters (9–10) show strong value, detractors (0–8) show areas to improve. | Events |\n| Number of attendees for an event | The actual count of attendees for a given event. Good for understanding reach of specific events. | Events |\n| Top Events by attendance | Lists the most popular events based on attendance numbers. Great for identifying successes to replicate. | Events |\n| Total # of events | The total number of ERG events (past + upcoming) within the current cycle. Provides overall activity volume. | Events |\n| \\# of new members this month | Running total of new members who joined ERGs in the current month. Helpful for tracking recent growth. | Membership |\n| \\# of new members this week | Running total of new members who joined ERGs in the current week. Useful for more frequent growth tracking. | Membership |\n| Members per department / level / office / tenure | Shows member distribution across departments, levels, offices, or tenure. Helps identify representation and gaps. | Membership |\n| Number of Members | At the company level: total employees who are ERG members. At the ERG level: number of members in that ERG. Good for measuring reach. | Membership |\n| Workforce membership % | Percentage of your company workforce that participates in ERGs. Great for understanding overall ERG adoption. | Membership |\n","2026-04-16T19:06:36.872Z","2026-06-17T20:21:15.066Z","ecead9ed-f3e8-42b9-bc5b-8bab731b75a1",[],[],[],"Managing Groups","managing-groups","Learn to oversee and optimize your ERGs.","2026-04-16T19:09:21.207Z","2026-06-30T15:00:35.856Z","38837b7f-6b16-4a9e-8c4a-9d5d1c342284",14,[882,883,884,885,886,887,888,889,890,891,892,893,894,895],[],{"_82":1013,"_101":1014,"_111":-5,"_112":1015,"_114":878,"_115":94,"_116":1016,"_118":1017,"_22":1018,"_24":25,"_121":1019,"_123":-5,"_124":1020,"_126":1021},{"_82":1004,"_101":1005,"_111":-5,"_112":1006,"_114":878,"_115":94,"_116":1007,"_118":1008,"_22":1009,"_24":25,"_121":1010,"_123":-5,"_124":1011,"_126":1012},{"_82":995,"_101":996,"_111":-5,"_112":997,"_114":878,"_115":94,"_116":998,"_118":999,"_22":1000,"_24":25,"_121":1001,"_123":-5,"_124":1002,"_126":1003},{"_82":986,"_101":987,"_111":-5,"_112":988,"_114":878,"_115":94,"_116":989,"_118":990,"_22":991,"_24":25,"_121":992,"_123":-5,"_124":993,"_126":994},{"_82":977,"_101":978,"_111":-5,"_112":979,"_114":878,"_115":94,"_116":980,"_118":981,"_22":982,"_24":25,"_121":983,"_123":-5,"_124":984,"_126":985},{"_82":968,"_101":969,"_111":-5,"_112":970,"_114":878,"_115":94,"_116":971,"_118":972,"_22":973,"_24":25,"_121":974,"_123":-5,"_124":975,"_126":976},{"_82":959,"_101":960,"_111":-5,"_112":961,"_114":878,"_115":94,"_116":962,"_118":963,"_22":964,"_24":25,"_121":965,"_123":-5,"_124":966,"_126":967},{"_82":950,"_101":951,"_111":-5,"_112":952,"_114":878,"_115":94,"_116":953,"_118":954,"_22":955,"_24":25,"_121":956,"_123":-5,"_124":957,"_126":958},{"_82":941,"_101":942,"_111":-5,"_112":943,"_114":878,"_115":94,"_116":944,"_118":945,"_22":946,"_24":25,"_121":947,"_123":-5,"_124":948,"_126":949},{"_82":932,"_101":933,"_111":-5,"_112":934,"_114":878,"_115":94,"_116":935,"_118":936,"_22":937,"_24":25,"_121":938,"_123":-5,"_124":939,"_126":940},{"_82":923,"_101":924,"_111":-5,"_112":925,"_114":878,"_115":94,"_116":926,"_118":927,"_22":928,"_24":25,"_121":929,"_123":-5,"_124":930,"_126":931},{"_82":914,"_101":915,"_111":-5,"_112":916,"_114":878,"_115":94,"_116":917,"_118":918,"_22":919,"_24":25,"_121":920,"_123":-5,"_124":921,"_126":922},{"_82":905,"_101":906,"_111":-5,"_112":907,"_114":878,"_115":94,"_116":908,"_118":909,"_22":910,"_24":25,"_121":911,"_123":-5,"_124":912,"_126":913},{"_82":896,"_101":897,"_111":-5,"_112":898,"_114":878,"_115":94,"_116":899,"_118":900,"_22":901,"_24":25,"_121":902,"_123":-5,"_124":903,"_126":904},"Private Groups","private-groups-chezie-2","### Learn how to set your group's privacy to \"private\" in a few clicks.\n\n## How private Groups work\n\n```plaintext\nPrivate groups are groups that employees must request to join before they can view the group’s profile and/or receive calendar invites and emails.\n```\n\nIn the screenshot below, the 🔐 icon denotes a private group.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d4-917d-75d9-8b7b-6505b9bce96d.png)\n\nIf a group is private, employees have to request to join. Until the request is accepted, employees can’t see leadership, members, or events.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d4-bfa1-731a-8601-96b68189a5b9.png)\n\n## How to make a Group Private\n\nGroups can be made private. Though any Group can be made private, this feature is typically used for Groups where people’s identity as a member isn’t known to the company. For example, your LGBTQ+ Pride Group, Disabilities Group, or Veteran’s Groups might be private. If you make a group private, users will have to request to join.\n\n1. Go to the Manage Group page of the Group that you want to make private.\n\n2. Scroll down to the **ERG settings** header. Under the header, you will see a slider/toggle for **Private Group**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d4-f0dc-784d-94fe-1105dfc111cf.png)\n\n3. Click on the slider/toggle so that it appears green. Once you’ve done this, your changes are automatically saved.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d5-205e-7150-84fe-2904f518de95.png)","2026-04-16T19:06:53.919Z","2026-04-17T20:40:38.595Z","e8988509-0be7-4e4d-a374-81e8183e5400",[],[],[],"Join Forms","join-forms-chezie-2","### How to customize the join form for your ERG\n\n## Customizing your form\n\n## When to customize your join form\n\nWe *highly* suggest you change your group’s join form sparingly and be thoughtful about it.\n\nAs a best practice, whenever new Group leads are brought on, review the existing join form and previous responses to see if either:\n\n1. Any additional data points you’d like to collect, or\n\n2. None of the data points currently collected are relevant.\n\nAt most, you should change your join form once a year.\n\n## Changing an existing join form\n\nWhen you change your Group’s join form, members who have responded to the old join form but haven’t responded to the new one will be prompted to Finish joining in Chezie.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9e8-4be1-794e-a694-5f9b2ec8fa72/b64u-SW1hZ2UgMS5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=5fb3027b0419d3f527f71f13b88e501c6218c59366588a338287ab7a0f834114)\n\n## How to customize your join form\n\nWatch this short [video](https://www.loom.com/share/a28af0700e40480daf3b96f22595185b?sid=9f0ae5ff-3ce2-4f98-95de-f5d6777f07ac) to learn how to customize your join form.\n\n@[loom](https://www.loom.com/share/a28af0700e40480daf3b96f22595185b?sid=9f0ae5ff-3ce2-4f98-95de-f5d6777f07ac)\n\n## Accessing form responses\n\nTo access your form responses, follow these steps:\n\n1. Go to **Admin view**\n\n2. Click **Members**\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9ea-0112-7b4f-b11e-a3b2aba86547/b64u-SW1hZ2UgMi5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=020bebd647e8c83b6386d25e3459e742c12f3bd6cb53118a1717da7a57317111)![Image 2.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F7b31550a-5cda-4231-aba3-09110b99d651.png?alt=media)\n\n3. Click the Export button\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9ed-3b3b-77ba-995d-f70a454e4fd8/b64u-SW1hZ2UgMy5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=dbbd37ca604432042088456a84569d23cf74e7bdb864e9ca107e850b6dc9ea71)![Image 3.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F893c9449-0366-4032-8364-da74b3b7ab3a.png?alt=media)\n\n4. You have two options:\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9ed-5622-7642-b1ac-d48bf4fdd37d/b64u-SW1hZ2UgNC5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=75ce1d08ecacd61fac3499de8b6360e5bc5f911c22752b1df78b98efdbd96e26)![Image 4.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F1f4007c1-9e93-4b69-88aa-6f2da9f8715e.png?alt=media)\n\na. Export the **members list**, which will include HRIS attributes like Department, Location, and/or Level.\n\nb. Export the **join form responses**\n\n5. If you choose to export the join form responses, you’ll be prompted to select the join form(s) that you want to export\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9ed-777f-7ea5-8756-07da9588016d/b64u-SW1hZ2UgNS5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=c913167ce59fb977870096c24be1e9aa07ce8c38dfe716bbf0708ca51bfa95e3)![Image 5.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F0718a328-ce0d-427a-a115-dde3df1d5b15.png?alt=media)\n\n6. Select the forms that you want to export and click the **Export** button.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/67e1b80305ff06212301fc62/0195c9ed-905b-7ae8-badb-0f2c5576d148/b64u-SW1hZ2UgNi5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=805bcabc8e6e35acb285b17f0c654712945dac1fb48270a3408285f37d4d7a36)![Image 6.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F62978325-8144-46d2-adf9-b1d5eb01c546.png?alt=media)\n\n7. Check your email for your exports, and you’re done!","2026-04-16T19:07:05.037Z","2026-04-17T20:34:59.084Z","67375225-6819-4404-b47e-934c92e56e68",[],[],[],"Join a private group","join-a-private-group-chezie-2","### Join private groups seamlessly.\n\nSome communities prefer to keep membership to in-group identifiers to create a more genuine safe-space.\n\n1. Go to the Profile of the Group that you want to join.\n\n2. Click **Request to join**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056e-5061-71b4-91e3-32065caf795d.png)\n\n3. Fill in your information when prompted and then click **REQUEST TO JOIN**. This will move your status to Pending, at which point a Lead or Admin will need to approve you.","2026-04-16T19:06:53.435Z","2026-04-17T20:24:08.558Z","3ef516dd-58ed-493f-be93-0e64586d19a9",[],[],[],"How to edit a cycle","how-to-edit-a-cycle-chezie-2","### How to edit a cycle that already exists.\n\n1. From admin view, click on Settings\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d9-aee8-7243-80c5-2789a51bf0f1.png)\n\n2. Click on ERG program settings\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d9-cf52-70d7-9cbc-f82a21a18a9f.png)\n\n3. Find the cycle you want to edit and click on the action icon\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505d9-eeaf-7306-bfb9-c3c76d2e0f6a.png)\n\n4. Click on Edit cycle\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-30ab-7468-9a64-76d5dd6437dd.png)\n\n5. Change any of the details of this cycle.\n\nYou can change the name, start/end date, total budget, or the ERGs assigned to the cycle.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-54a0-7fa4-b8de-8499854ef8fb.png)\n\n6. Click on Continue\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-73dd-7a6d-97b7-03e2c7adb19d.png)\n\n7. If you need to, edit the budget allocations for each group.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-a894-709b-8ae3-01f15a663dcb.png)\n\n8. If you'd like to make this cycle the default cycle, check the box.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-ca92-70f8-b116-55c512eb5241.png)\n\n9. Click on Finish to save your changes.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505da-e5ee-7d39-82c8-3d6ab7020483.png)","2026-04-16T19:06:54.157Z","2026-04-17T20:22:54.577Z","0b11d8e7-34a1-4e14-a19d-d428986a5811",[],[],[],"How to create a new Group ","how-to-create-a-new-group-chezie-2","### Learn the steps to create a new group.\n\nFollow these directions to create a new Group.\n\n1. From the homepage, click **CREATE A NEW ERG** to the left of the Your ERGs header.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055a-7d61-7656-b16c-46252c554c55.png)\n\n2. Fill in the requested information.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055a-9dd1-7d86-8267-2a02502d6581.png)\n\n3. Click SAVE.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055a-c3fd-7223-b9e2-0064fc2db6c9.png)","2026-04-16T19:06:41.139Z","2026-04-17T20:19:52.297Z","efac3a74-d0f0-4a36-89c2-cbcbfd7df616",[],[],[],"How to create a new cycle","how-to-create-a-new-cycle-chezie-2","### Learn how to create a new Cycle in Chezie\n\n1. Click on Settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056b-78b4-74e1-99d2-9e3f5593e52d.png)\n\n2. Click on ERG program settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056b-93fd-7440-95af-4aaa158599cf.png)\n\n3. Click on Create Cycle\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056b-b51c-70fe-9e45-e70b30c81613.png)\n\n4. Fill in the details of this cycle\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056b-d3d9-7373-8d0c-c97c7f7d87a9.png)\n\n5. Click on Finish\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195056b-f37f-7d78-9e44-474406adf6c1.png)","2026-04-16T19:06:42.295Z","2026-04-17T20:18:20.461Z","af8193bb-1809-4345-ac37-7e81a7dc2d6e",[],[],[],"How to add or remove a member from a Group","how-to-add-or-remove-a-member-from-a-group-chezie-2","### Discover how to add or remove members from your group.\n\n## Adding a member\n\n1. In Admin view, click on Members\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950571-be3f-7365-8fc7-2ea5ec9805ee.png)\n\n2. Click on Add member\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950571-de6e-702b-a5d7-54139899ec6f.png)\n\n3. Select the Group you are trying to add the member to.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-0015-71a8-8ea5-66abf7d60d46.png)\n\n4. Search for the person by name\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-2242-7247-967f-0c3d97aca3a2.png)\n\n5. Click on Add member\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-3dda-7f99-a206-c8e3910333cf.png)\n\n## Removing a member\n\n1. In Admin view, click on Members\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-5a81-78bb-84bd-f9247af57882.png)\n\n2. Find the member you are trying to remove and click the three dots next to the person's name\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-76c7-7451-b4dd-a60c59e16fdd.png)\n\n3. Click on Remove member\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950572-dd5d-7c9b-ab1e-be9491dfa788.png)\n\n4. Click on Remove\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950573-0325-797f-9330-ee92f13755bb.png)","2026-04-16T19:06:53.311Z","2026-04-17T20:16:56.945Z","bea33b73-2126-4736-b7d9-3026cf20d175",[],[],[],"Export your Group membership list","export-your-group-membership-list-chezie-2","### Export your group's membership list easily.\n\n```plaintext\nNote: Only Admins/Leads can download Group membership lists\n```\n\n## For Leads\n\n1. Click the **Members** tab on the sidebar.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055d-d7f4-7593-81f0-d5b0340b48ab.png)\n\n2. Click the **Export** button.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055d-f298-7b28-bbcc-822525774d6e.png)\n\n## For admins\n\n1. Click the **Members** tab on the sidebar.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055f-19ba-75a3-92c2-dfe086bd9235.png)\n\n2. Toggle between **grouped view** or **list view**, depending on how you want the export.\n\n - Grouped view shows you one line per employee and separates group membership with a comma. Ex:\n\n - Toby Egbuna - Black@Chezie, ChezieHER, API@Chezie\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055f-39ec-7bea-b752-7b8eb2997240.png)\n\n- List view shows you multiple lines per employee; one line per group an employee is a member of. Ex:\n\n - Toby Egbuna - Black@Chezie\n\n - Toby Egbuna - ChezieHER, API@Chezie\n\n - Toby Egbuna - API@Chezie\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055f-5c17-7c17-8685-4e8e686310bc.png)\n\n3. Click **Export** to export your list to .csv.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195055f-7abc-7f69-b002-3ae657bd36b4.png)","2026-04-16T19:06:41.523Z","2026-04-17T20:14:22.166Z","238f6482-64fc-414a-a052-7cf1097ae7f2",[],[],[],"ERG Chapters, explained","erg-chapters-explained-chezie-2","### Gain insights into how ERG chapters work in Chezie.\n\nFor bigger organizations with ERGs operating in different geographies, it’s important to be able to foster community at the local level while still bringing together a global member base.\n\n## **How Chapters work**\n\nChapters operate just like normal Groups. Each chapter can have its own:\n\n- Events\n\n- Leads\n\n- Members\n\n- Resources\n\nThe only difference is that Chapters do no have dedicated Group Profile pages. Instead, they have a popup (with the same information) that is accessible from their Parent Group's profile page.\n\nFor members, Chapters are nestled in the Landing pages for their parent Group.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950557-2a5b-73ff-a978-37c56d387514.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950557-4d98-77bd-ae45-a0b59ff50003.png)","2026-04-16T19:06:40.750Z","2026-04-17T20:01:52.268Z","4124e1ef-1943-48fc-8452-3ed9cb99378e",[],[],[],"Cycles, explained","cycles-explained-chezie-2","### An explanation of how Cycles work in Chezie.\n\nAs DEI Managers and ERG leaders, it's important to be track spending and programming over various budgeting periods.\n\nPreviously, as a Chezie user, you couldn't separate budgets from year to year or period to period, so you always say a historical view of spending and programming.\n\nWe're excited to introduce **Annual Cycles** - a way for you to associate programming to a specific period of time.\n\nExpenses and events are now automatically tied to a your current cycle (aka the 'default' cycle), and you have the ability to select an upcoming or past cycle for an expense or event as well.\n\n## **How it works**\n\nFor instructions on how to create a new cycle, read this [page](https://docs.chezie.co/articles/1990943-how-to-create-a-new-cycle).\n\nCycles can be created for any duration of time. Simply select a start, end date, and an amount.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950566-1f5a-7628-bc29-b62d2ddea5c4.png)\n\nNext, enter the amount of money that each selected Group has to spend in this cycle. Lastly, determine if this cycle is to be used as the default moving forward.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950566-3c64-7065-bdb5-5087c90e85de.png)","2026-04-16T19:06:42.181Z","2026-04-17T19:59:53.202Z","f25553bd-fdb5-4585-b92f-e1cd80bfc383",[],[],[],"Customize your Group details","customize-your-group-details-chezie-2","### Learn how to customize your Group details like your logo and welcome message.\n\n```plaintext\nNote: Only Admins/Leads can edit Group details.\n```\n\n1. Go to the **Manage** page for the Group that you want to edit.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950555-84c5-7f8f-b586-6f49d8d5e368.png)\n\n2. Fill in the relevant information for your group.\n\n3. Make your desired changes and click **SAVE CHANGES**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950555-a80f-713b-aa5f-4715cc461b41.png)","2026-04-16T19:06:40.444Z","2026-04-17T19:58:28.455Z","4a996ddc-5421-4b7c-8ba2-af8763ef4176",[],[],[],"Customize your Account details","customize-your-account-details-chezie-2","### Customize your account details for a personalized experience.\n\n1. Click on **SETTINGS** on the sidebar.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950563-8926-74d3-bca4-d5841873cfc6.png)\n\n2. Click **USER SETTINGS**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950563-aed5-7ded-ae4b-f2e6c0cf17e1.png)\n\n3. You can now edit your personal information - first name, last name, pronouns, job title, department, level, and office.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950563-d4d1-729f-b547-006d6e8d86de.png)\n\n4. Click **SAVE CHANGES**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950564-2f4e-77ae-9f03-17cc57f4dc6c.png)","2026-04-16T19:06:42.046Z","2026-04-17T19:56:59.813Z","ee8d0ed3-b2db-42bd-adbb-35f8adb2f871",[],[],[],"Approve private group join requests","approve-private-group-join-requests-chezie-2","### Streamline the approval process for private group join requests.\n\n```plaintext\nOnly Admins/Leads can approve join requests.\n```\n\n# Approve private group join requests\n\n1. Click on the profile dropdown and go to Admin view\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bb-54a9-7c3f-ae0c-3ad7220c6280.png)\n\n2. Click on Settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bb-73a4-7ccf-be8e-f1ca2d64159b.png)\n\n3. Click on ERG group settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bb-9272-7535-a2cc-e9059f316db8.png)\n\n4. Go to the group that you want to approve requests for.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bb-b26d-79c8-8dd1-f1dcff7cdfd4.png)\n\n5. Scroll to the bottom of the page and click on the menu icon.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bb-d472-766e-9729-f282a4e05ec7.png)\n\n6. Click Accept request\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bc-060a-7f2e-82c0-c8e9b2b9cab9.png)\n\n7. Click on Accept request (again).\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019505bc-1d44-7c1e-9f14-2668180a02eb.png)","2026-04-16T19:06:53.677Z","2026-04-17T19:54:51.246Z","bfdb2694-5f01-466d-a2f4-151120fb7722",[],[],[],"Add a new resource","add-a-new-resource-chezie-2","### Add new resources to enhance your group's content.\n\n```plaintext\nOnly Admins/Leads can add a new resource.\n```\n\n1. Go to the Profile of the Group that you wish to add a resource to.\n\n2. Scroll down to the **Resources section**.\n\n3. Click **Upload Files.**\n\n4. Drop in the resource from your files - any type of file is accepted, but there is a file limit of 5MB.\n\n5. Click **SAVE**.\n\n```plaintext\nNote: the name of the resource will be the same as the name of the file\n```","2026-04-16T19:06:53.545Z","2026-04-17T19:53:02.884Z","5afba6da-3d12-45d4-af35-db20d8f6c13e",[],[],[],"Integrations","integrations","Articles about connecting Chezie with other tools.","database","2026-04-16T19:12:06.386Z","2026-06-30T15:00:33.967Z","aee0baee-c23c-4c0f-905c-6ee7e11d11b7",10,[1032,1033,1034,1035,1036,1037,1038,1039,1040,1041],[],{"_82":1123,"_101":1124,"_111":-5,"_112":1125,"_114":1028,"_115":94,"_116":1126,"_118":1127,"_22":1128,"_24":25,"_121":1129,"_123":-5,"_124":1130,"_126":1131},{"_82":1114,"_101":1115,"_111":-5,"_112":1116,"_114":1028,"_115":94,"_116":1117,"_118":1118,"_22":1119,"_24":25,"_121":1120,"_123":-5,"_124":1121,"_126":1122},{"_82":1105,"_101":1106,"_111":-5,"_112":1107,"_114":1028,"_115":94,"_116":1108,"_118":1109,"_22":1110,"_24":25,"_121":1111,"_123":-5,"_124":1112,"_126":1113},{"_82":1096,"_101":1097,"_111":-5,"_112":1098,"_114":1028,"_115":94,"_116":1099,"_118":1100,"_22":1101,"_24":25,"_121":1102,"_123":-5,"_124":1103,"_126":1104},{"_82":1087,"_101":1088,"_111":-5,"_112":1089,"_114":1028,"_115":94,"_116":1090,"_118":1091,"_22":1092,"_24":25,"_121":1093,"_123":-5,"_124":1094,"_126":1095},{"_82":1078,"_101":1079,"_111":-5,"_112":1080,"_114":1028,"_115":94,"_116":1081,"_118":1082,"_22":1083,"_24":25,"_121":1084,"_123":-5,"_124":1085,"_126":1086},{"_82":1069,"_101":1070,"_111":-5,"_112":1071,"_114":1028,"_115":94,"_116":1072,"_118":1073,"_22":1074,"_24":25,"_121":1075,"_123":-5,"_124":1076,"_126":1077},{"_82":1060,"_101":1061,"_111":-5,"_112":1062,"_114":1028,"_115":94,"_116":1063,"_118":1064,"_22":1065,"_24":25,"_121":1066,"_123":-5,"_124":1067,"_126":1068},{"_82":1051,"_101":1052,"_111":-5,"_112":1053,"_114":1028,"_115":94,"_116":1054,"_118":1055,"_22":1056,"_24":25,"_121":1057,"_123":-5,"_124":1058,"_126":1059},{"_82":1042,"_101":1043,"_111":-5,"_112":1044,"_114":1028,"_115":94,"_116":1045,"_118":1046,"_22":1047,"_24":25,"_121":1048,"_123":-5,"_124":1049,"_126":1050},"Zoom - Chezie","zoom-chezie-2","## **How the Zoom integration is used**\n\nThe Zoom integration is used when creating new events and when reviewing attendance for events.\n\nThe Chezie Zoom integration uses the Account level Zoom scope. This allows us to gather Account ID's for your Leads and Admins who will be scheduling events and utilizing the Zoom integration. After your company's Zoom account is connected during the onboarding process, every Lead will have their Zoom 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 Zoom and attach that Zoom meeting link to the calendar invite sent via Google or Microsoft Calendar.\n\n## Scheduling new events\n\n1. Navigate to your group's profile page. Click on the **Events** tab.\n \n2. Click **NEW**.\n \n3. Enter your event details:\n \n * ERG Event name\n \n * Event pillar\n \n * Event date & start time\n \n * Event date & end time\n \n4. Enter your event description\n \n5. Enter your event location. This is where you will input your Zoom details are used:\n \n 1. Select **Virtual** for event type\n \n 2. Select **Zoom** for Video Meeting Type\n \n6. Enter your event cost and event invitees\n \n7. Click **FINISH**\n \n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500ce-6344-7251-955e-4b80cfce4519.png)\n\nWhen you finish scheduling an event in your Dashboard, a new **Zoom meeting will be created and your Zoom meeting link will be auto-populated in the calendar invite for this meeting.**\n\n## **How to connect your Company's Zoom account**\n\nNote: this set up is part of the onboarding process. Once your IT admin has connected your company's Zoom account, changes can only be made by contacting support at [support@chezie.co](mailto:support@chezie.co).\n\n1. Switch to admin view\n \n2. Click Settings → Integrations\n \n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500cf-d618-74f0-8f47-b8f3c8d3a195.png)\n\n3. Sign in with your selected Zoom account\n \n 4. Done!\n \n \n ## **Zoom - IT Details**\n \n Find information on IT details of our Zoom integration [here](https://marketplace.zoom.us/apps/t4d6AiVXQwq7Eo-2GjH1xg).\n \n ## Scopes","2026-04-16T19:06:44.125Z","2026-06-30T14:55:57.401Z","015f66d9-a243-4a84-8a95-a4ae9314cd91",[],[],[],"Webex","webex-chezie-2","### How to use our Webex Integration.\n\n```plaintext\nNote: 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)\n```\n\n## **How the Webex integration is used**\n\nThe Webex integration is used when creating new events and when reviewing attendance for events.\n\nThe 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.\n\n## Scheduling new events\n\n1. Navigate to your group's profile page. Click on the **Events** tab.\n\n2. Click **NEW**.\n\n3. Enter your event details:\n\n - ERG Event name\n\n - Event pillar\n\n - Event date & start time\n\n - Event date & end time\n\n4. Enter your event description\n\n5. Enter your event location. This is where you will input your Webex details are used:\n\n 1. Select **Virtual** for event type\n\n 2. Select Webex for Video Meeting Type\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500d6-2f47-78d4-8ce8-cbd98eae250e.png)\n\n6. Enter your event cost and event invitees\n\n7. Click **FINISH**\n\nWhen 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.**\n\n## **How to connect your Company's Webex account**\n\n```plaintext\nDuring 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\n```\n\nNote: 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](mailto:support@chezie.co).\n\n1. Switch to admin view\n\n2. Click Settings → Integrations\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500d7-e7a3-7fc4-8473-7ec93ade3c23.png)\n\n3. Sign in with your selected Webex account\n\n4. Done!\n\n ## Webex Application Scopes\n\n meeting:schedules_write","2026-04-16T19:06:44.385Z","2026-04-17T19:49:20.966Z","7ea19755-01ed-4d89-826c-305e737397e5",[],[],[],"Slack","slack-chezie-2","### How our new Slack integration works.\n\n## Overview\n\nThe Slack integration enables Chezie to automate member management within Slack, send messages to Slack channels, and track engagement metrics (reactions, messages, and comments) for Employee Resource Groups (ERGs). This integration requires OAuth authentication and specific permissions to interact with Slack channels.\n\n## Setup instructions\n\n```plaintext\nBefore proceeding, please make sure you have a list of your company’s ERG Slack Channels ready.\n```\n\n**Setup instructions:**\n\n@[loom](https://www.loom.com/share/7398b32a35494aa9a73d58a65fb95e5e)\n\n## **1. Authorize Slack for your Company workspace**\n\n1. From admin view, click **Settings**\n\n *Note: if you don’t have admin access, email* [*jesse@chezie.co*](mailto:jesse@chezie.co) *or* [*support@chezie.co*](mailto:support@chezie.co) *and we will upgrade you.*\n\n2. Click **Integrations**\n\n3. Scroll down to find the Slack integration, click **Connect Slack**\n\n4. Authorize the Chezie application for your company’s Slack workspace.\n\n **NOTE**: Our Slack application hasn’t been verified by the Slack marketplace because we have fewer than 10 customers using it (Slack has this as a requirement). As soon as we have our tenth customer using it, we’ll submit it for verification.\n\n5. When you return to Chezie, scroll down to confirm that the Slack integration is connected (this may take a few seconds)\n\n## 2. Add Chezie app to Private channels\n\n```plaintext\nIf your Group’s Slack channels are NOT private, then you can skip this step and move on to step 3.\n```\n\n1. Go to your Group’s Slack channel\n\n2. Click the menu icon to access the **Settings** popup\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01953e42-356c-778a-bb4d-ccbdcfc90a41.png)\n\n3. Click the **Integrations** tab\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01953e42-8f0e-706f-8fbc-5575b29752e3.png)\n\n4. Click **Add an app**\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01953e43-0d0d-773d-8629-14e360166606.png)\n\n5. Find the **Chezie** app and add it to your Channel\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01953e43-b229-7665-a326-213118b68b70.png)\n\n6. Confirm that the app has been added to the channel\n\n ![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01953e43-ec00-7ca7-8f77-7e73dd88193c.png)\n\n7. Repeat steps 1-6 for all of the private channels\n\n## 3. Map Slack Channels\n\n1. Click the **ERG Program Settings** tab\n\n2. Scroll down to find the Slack section\n\n3. Click **Refresh channels**\n\n4. Wait for all of the Slack channels to load (this will take a few minutes)\n\n5. Click the multi-select input and select all of the Slack channels that your company’s Groups use\n\n6. Click the **Map Channels** button\n\n7. Map each group to its respective Slack channel\n\n**👏 That’s it!**\n\n## IT Details\n\n## Features\n\n1. **Notifications:**\n\n - Group admins are notified about new joiners.\n\n - New joiners receive a welcome message via Slack.\n\n2. **Track membership in Chezie:** Admins can use Chezie to compare membership in Slack to Chezie membership.\n\n3. **Capture channel engagement data**: Admins can track the # of messages, # of reactions, and comments sent in their Group’s Slack channel. (coming soon).\n\n## Authentication Method\n\n- **OAuth 2.0** is used for authenticating the Slack integration.\n\n - [Slack OAuth 2.0 Documentation](https://api.slack.com/authentication/oauth-v2)\n\n## Required Permissions and Scopes\n\nFor the Slack integration to function properly, the following permissions (scopes) are required:\n\n1. **Send messages**:\n\n - Scopes: `chat:write`, `channels:join`\n\n - Used for sending messages and ensuring the bot can join the necessary channels.\n\n2. **Gather engagement data**:\n\n - Scopes: `channels:read`, `reactions:read`, `conversations.history`\n\n - Used for retrieving data on engagement metrics like reactions and messages.\n\n## API Endpoints\n\nThe following Slack API endpoints will be used to perform the required actions:\n\n1. **Conversation API**: Used for managing conversations, including adding members to channels and retrieving messages.\n\n2. **Chat API**: Used for sending messages to channels.\n\n3. **OAuth API**: Handles authentication and permissions.\n\n## Event Triggers\n\nThe following events trigger actions in the Slack integration:\n\n1. **Auto-add new member**: Triggered when a new member joins an ERG.\n\n2. **Send message**: Triggered by scheduled messages or when communication needs to be sent via Slack.\n\n3. **Track engagement**: Triggered when data needs to be collected on Slack interactions (reactions, messages, comments).\n\n## Engagement Tracking and Data Syncing\n\nEngagement tracking can be performed by either of the following methods:\n\n1. **Webhooks**: Real-time updates on conversations and reactions.\n\n2. **Conversation History API**: Pulls engagement data based on periodic calls to the Slack API.\n\nThe data sync method will depend on the specific use case requirements.\n\n## User Role Requirements\n\nOnly **Slack admins** can install and manage this integration. Members do not have sufficient permissions to set up the integration.\n\n## Integration Limitations\n\n1. The integration supports both **public and private channels** as long as the bot or user has been added to the channel.\n\n2. The integration cannot be used with the **free Slack plan** due to its app and integration limits.\n\n## Troubleshooting\n\nCommon issues and their fixes:\n\n- **Permissions denied**: Ensure the correct scopes have been granted during the OAuth process.\n\n- **Error sending messages**: Verify the bot has been added to the channel and has the necessary `chat:write` scope.","2026-04-16T19:06:48.536Z","2026-04-17T19:34:53.674Z","20659fff-5524-4702-a5de-3028538d0b29",[],[],[],"PingFederate","pingfederate-chezie-2","## PingFederate (SAML)\n\n## How to use our PingFederate SAML integration for SSO\n\nPingFederate SAML SSO is the means by which your employees are authenticated to Chezie.\n\nBenefits of using PingFederate SAML SSO include:\n\n1. **User Convenience:** Simplified login with a single set of credentials.\n\n2. **Enhanced Security:** Strong authentication and reduced password risk.\n\n3. **Centralized Access Control:** Unified management of access policies.\n\n4. **Improved Productivity:** Faster and seamless access to applications.\n\n5. **Compliance:** Helps meet regulatory and security requirements.\n\n6. **Cost Savings:** Reduces support and password-related costs.\n\n7. **Enterprise Flexibility:** Supports complex identity and authentication policies.\n\n## How the PingFederate SAML is used\n\nPingFederate acts as your organization’s **Identity Provider (IdP)**, while Chezie acts as the **Service Provider (SP)**.\n\nWhen a user attempts to access Chezie:\n\n- The user is redirected to PingFederate for authentication.\n\n- PingFederate authenticates the user according to your organization’s policies.\n\n- A SAML assertion is sent back to Chezie containing user identity attributes.\n\n- Chezie uses this information to authenticate or create the user.\n\n## How to Configure SAML SSO in PingFederate\n\nTo configure SAML SSO in PingFederate, follow these steps:\n\n### 1. Create a New SAML Connection\n\n- Log in to the **PingFederate Admin Console**.\n\n- Navigate to **Connections** and select **Create New**.\n\n- Choose **Browser SSO Profiles**.\n\n- Select **SAML 2.0**.\n\n- Choose **SP-initiated SSO**.\n\nThis connection will represent your SAML SSO integration with Chezie.\n\n### 2. Configure Connection Type and Role\n\n- Set **PingFederate** as the **Identity Provider (IdP)**.\n\n- Set **Chezie** as the **Service Provider (SP)**.\n\n- Provide a connection name (e.g., *Chezie SAML*).\n\n### 3. Configure SAML Settings and Mapping\n\nIn the connection configuration:\n\n- Enter the **Entity ID**, **Assertion Consumer Service (ACS) URL**, and any additional SAML endpoints provided by Chezie.\n\n- Configure the SAML assertion to include the required user attributes.\n\n### Required attributes\n\nPlease map the following attributes exactly as shown:\n\n- `first_name`\n\n- `last_name`\n\n- `email`\n\nThese attributes should be sourced from your user directory (LDAP, Active Directory, or equivalent).\n\n> The email attribute is required and must be unique per user.\n\n### 4. Configure Assertion and Security Settings\n\n- Set the **NameID format** to email address.\n\n- Ensure SAML assertions are **signed**.\n\n- Encryption is optional, based on your organization’s security requirements.\n\n### 5. Export and Share Metadata\n\n- Export the **PingFederate IdP Metadata XML**.\n\n- Share this metadata file with the Chezie team.\n\nThis metadata allows Chezie to complete the SAML configuration and establish trust with your PingFederate instance.\n\n### 6. Test and Verify\n\n- Initiate a login request from Chezie.\n\n- Confirm that:\n\n - Users are redirected to PingFederate.\n\n - Authentication completes successfully.\n\n - Required attributes are passed correctly.\n\n### 7. Enable SSO\n\nOnce testing is complete:\n\n- Enable the connection for the desired users or groups in PingFederate.\n\n- Users accessing Chezie via email will now be redirected to PingFederate for SSO authentication.\n\nBy following these steps, you can successfully configure SAML SSO in PingFederate for your integration with Chezie. For additional troubleshooting or configuration support, consult Ping Identity documentation or reach out to the Chezie team.","2026-04-16T19:06:47.624Z","2026-04-17T19:30:27.851Z","b1428775-b567-4772-99d6-bb7a53fa40bc",[],[],[],"Okta SSO","okta-sso-chezie-2","### How to use our Okta SAML or OIDC integration for SSO.\n\n## SAML\n\n1. In the Admin Console, go to **Applications**.\n\n2. Click **Create App Integration**.\n\n3. Select **SAML 2.0** as the **Sign-in method**.\n\n4. Click **Next**.\n\n5. Provide the following information for the integration:\n\n - Application name: Chezie\n\n - Application logo:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950032-25d8-75b4-aeca-4a583752d433.png)\n\nChezie logo for use in setting up your Okta SSO integration.\n\n6. Configure your application with the following details:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950034-6878-7721-b87a-8301256e4f55.png)\n\n 7. Assign the application to all employees unless otherwise instructed by your People team.\n\n 8. Click **<> Preview the SAML Assertion** to view the XML generated from the SAML settings that you provided. → Send this XML file to the Chezie team.\n\n 9. Chezie does not support IDP-initiated SAML. Create a Bookmark application for Chezie using the logo above. Direct that Bookmark to:\n\n (your login URL will be provided by the Chezie team)\n\n10. The Chezie team will reach out to ask you to test the login when the setup is complete on our side.\n\n## OIDC\n\nChezie integrates with Okta for SSO. The following describes the set up required for allowing SSO via Okta. Note: this is part of the company onboarding process. An IT admin will need to work with the\n\n**1. Log in to your Okta Admin dashboard to create a new integration.**\n\nLogin to your admin dashboard at [https://www.okta.com](https://www.okta.com/), visit the applications tab and click the **Create App Integration** button to start your Chezie integration.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950035-33be-70f8-8cff-0d5c65aa3287.png)\n\n2. **Choose your sign-in method and application type**\n\n Choose the **OIDC - OpenID Connect** sign-in method. Then choose **Web Application**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950035-9a9e-786a-ad1d-4933f314a7a7.png)\n\n3. **Name your integration \"Chezie ERG Portal\"**\n\n The Okta login screen will depend on your Okta account settings. You have the option to upload the Chezie logo, although the Okta login screen will depend on your Okta account settings.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950036-1257-7206-aafb-b8c80563e5e8.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950036-6b4d-755d-92d7-2eb9455b958f.png)\n\nChezie logo for use in setting up your Okta SSO integration.\n\n4. **Configure your grant type settings**\n\n Under **Client acting on behalf of user**, make sure ***Implicit (hybrid)*** is checked.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950037-4d66-730b-8967-54de895d6d56.png)\n\n5. **Enter your sign-in redirect URI.**\n\n Example: \n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950037-b01a-76a1-962a-6d2fa925772c.png)\n\n6. **Select \"Allow everyone in your organization to access\" in your Controlled Access settings.**\n\n This ensures that all employees at your company with an Okta account can create a Chezie account and interact with your ERGs.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950038-2088-757a-9a93-85317bb807f9.png)\n\n7. **Click \"Save\" to confirm the Chezie integration.**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950038-92b2-7c33-a46e-d1d803a32629.png)\n\n8. **Contact the Chezie support team to share your Client ID and Client Secret.**\n\n When you've completed steps 1-7, contact the Chezie support team ([toby@chezie.co](mailto:toby@chezie.co) and [jesse@chezie.co](mailto:jesse@chezie.co)). We will need your Client ID and Client Secret to finish setting up your Okta SSO. You can share both using .","2026-04-16T19:07:10.350Z","2026-04-17T19:27:25.907Z","b13311be-d28b-4bae-af97-48f1acf56609",[],[],[],"Microsoft Teams (Video)","microsoft-teams-video-chezie-2","### How to use our Microsoft Teams Video Integration.\n\n## **How the Microsoft Teams integration is used**\n\nChezie integrates with both Microsoft Teams for video and chat. Here's how we consume data in both of those integrations.\n\n## Microsoft Teams - Chat\n\nOur Teams integration for chat has four primary functions:\n\n1. Sync membership between Teams channels and Chezie\n\n2. Push notifications for group updates like new events or updates to landing page\n\n3. Track engagement within a Teams channel (coming soon)\n\n4. Allow users to push notifications to a Teams channel (coming soon)\n\n## Microsoft Teams - Video\n\nOur Teams integration for video has three primary functions:\n\n1. Create a Teams meeting when scheduling a new event\n\n2. Modify a Teams meeting for an already scheduled event\n\n3. Delete a Teams meeting for an already scheduled event\n\nThe Chezie Microsoft Teams integration connects to an individual Teams channel - one per ERG - via oAuth. With this integration, we can push updates to specific channels and measure engagement within a channel. We can also utilize Teams video meetings to add links to newly scheduled ERG events.\n\nThe data in our Teams integration is limited and targeted, and access is granted through Microsoft’s secure API. Any data saved is to maintain a reference from a user to an ERG group, and data is encrypted at rest.\n\n## How to get your ERG’s Teams Channel URL\n\n1. Click the three dots for your Group's channel.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500e0-1715-72d7-b910-316f4becb62d.png)\n\n2. Click **Get link to team.**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500e0-8e81-71ac-9cae-da7d57edf1ec.png)\n\n3. Click **Copy** to copy the URL.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500e1-0539-7e16-a2a6-47245dbed8d0.png)\n\n## **Microsoft Teams (Video) - IT Details**\n\n```plaintext\nHere are details about our Microsoft Teams for Video application.\n```\n\nProvided are details on Chezie’s Microsoft Integration Video:\n\n## User role to install application\n\nAccount admin(s)\n\n## Permissions\n\n### On behalf of the app, Chezie can:\n\n- Retrieve the properties and relationships of a profile object for a given user. A full list of relationships can be found [here](https://learn.microsoft.com/en-us/graph/api/resources/profile?view=graph-rest-beta#relationships).\n\n - Properties include:\n\n - User ID\n\n - Relationships include\n\n - Accounts\n\n - Anniversaries\n\n - Interests\n\n - Positions\n\n- View a user’s display name, given name, job title, office location, email, surname\n\n- Delete a profile object\n\n- Create an event\n\n## Scopes\n\n- Click on scope for a detailed overview of their access.\n\n - Profile\n\n - Calendars.ReadWrite\n\n - Offline_access\n\n - [User.Read](http://user.read/)\n\n## **Microsoft Teams (Chat) - IT Details**\n\n```plaintext\nHere are details about our Microsoft Teams for Chat application\n```\n\n## User role to install application\n\nAccount admin(s)\n\n## Permissions\n\nOn behalf of users, Chezie can:\n\n- Send channel messages in Microsoft Teams\n\nOn behalf of the app, Chezie can:\n\n- View a user’s display name, given name, job title, office location, email, surname.\n\n- Retrieve the properties and relationships of a profile object for a given user. Properties include user ID. Relationships include accounts, anniversaries, interests, interests, and positions. A full list of relationships can be viewed [here](https://learn.microsoft.com/en-us/graph/api/resources/profile?view=graph-rest-beta#relationships).\n\n- Create groups and read all group properties and memberships on behalf of the signed-in user. Additionally allows group owners to manage their groups and allows group members to update group content.\n\n- Create groups and read all group properties and memberships on behalf of the signed-in user. Additionally allows group owners to manage their groups and allows group members to update group content.\n\n- List groups and read their properties and all group memberships on behalf of the signed-in user. Also allows the app to read calendar, conversations, files, and other group content for all groups the signed-in user can access.\n\n## Scopes\n\nClick on scope for a detailed overview.\n\n- [User.Read](http://user.read/)\n\n- [Group.Read](http://group.read/)[.All](https://learn.microsoft.com/en-us/graph/api/group-list-conversations?view=graph-rest-1.0&tabs=http)\n\n- [Group.ReadWrite.All](https://learn.microsoft.com/en-us/graph/api/group-update?view=graph-rest-1.0&tabs=http)\n\n- [ChannelMessage.Send Offline_access](https://learn.microsoft.com/en-us/graph/api/chatmessage-post?view=graph-rest-1.0&tabs=http)","2026-04-16T19:06:45.431Z","2026-04-17T19:18:56.697Z","eea55076-c9c1-46f5-be08-2345bd736364",[],[],[],"Microsoft Teams (Chat)","microsoft-teams-chat-chezie-2","### How to use our Microsoft Teams Chat Integration.\n\n## How to get your Team’s Channel URL\n\n1. Find the channel for your Group\n\n2. Hover over the channel and click on the three dots to the right\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195004e-0736-75c2-bcf2-d9d5848123b2.png)\n\n3. Click **Get link to channel**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195004e-80a5-77f1-9e92-83c595fc6ce9.png)\n\n4. Click Copy to copy the link to your clipboard\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195004f-005a-7e1d-8f9b-4dbabdc9979b.png)\n\n## How to connect a Teams channel to a Group\n\n1. Log-in to Chezie\n\n2. Click the profile dropdown and switch to Admin view.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950052-97c5-709c-8435-dcdf910b7553.png)\n\n3. Click the **Settings** tab on the side bar.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950052-e63f-7950-a4f2-9ba73340c0f0.png)\n\n4. Click **ERG group settings**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950053-6f6e-7acf-a85c-90873a09247b.png)\n\n5. Select the Group that you want to add a Slack channel for\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950053-e584-79cd-ab06-ba50e4dccf90.png)\n\n6. Paste your Teams channel’s URL into the field\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950054-9182-7d14-a678-cd9f8ae250a5.png)\n\n7. Click **Save** when you’re done\n\n## Teams **Integration - IT Details**\n\n## Permissions\n\n```plaintext\nBelow is a table that list all of the permissions that our Teams Chat integration uses along with an explanation of each permission.\n```\n\n\n\n

Permission	Use case
Sign in and read user profile	To enable the admin to sign in via oAuth to the Chezie app.
Team.Read.Group Read this team’s metadata	Allows the app to read this team’s metadata, without a signed-in user
TeamMember.Read.Group Read this team’s members	Allows the app to read the members of this team, without a signed-in user
OnlineMeetingParticipant.Read.Chat Read the participants of the meetings associated with this chat	Allows the app to read participant information, including name, role, ID, joined and left times, of meetings associated with this chat, without a signed-in user
TeamsActivity.Send.Chat Send activity feed notifications to users in this chat	Allows the app to send auto-welcome messages to new members
Member.Read.Group Read this group’s members	Allows the app to read the basic profile of this group’s members, without a signed-in user
TeamsActivity.Send.User Send activity feed notification to this user	Allows the app to create new notifications in the teamwork activity feed of this user, without a signed-in user

\n\n## **Chezie Microsoft Teams Integration – Common IT Q&A**\n\n### **Who is the “user” when actions are logged?**\n\n- **Calendar events:** The service account (e.g., [**ergs@company.com**](mailto:ergs@company.com)) is always the user. Events will show that account as the organizer.\n\n- **Teams meetings:** The organizer remains the service account, but the Chezie app identity is what accesses meeting attendance data, since Microsoft Graph requires application permissions for that.\n\n- **Teams channels:** The “user” is the account that authenticated with the Chezie app (for example the service account). Chezie only has access to the channels that this account itself has access to. To avoid tenant-wide approval, the recommended setup is to grant the service account access only to ERG-related channels. As a result, Chezie can listen to or sync activity only for those channels.\n\n### **Why do I see two permission dialogs during setup?**\n\nBecause there are two flows:\n\n- **Delegated permissions** tied to the service account, which allow calendar and channel actions in the scope of that account.\n\n- **Application permissions** for the Chezie app identity, which are required only for Teams meeting attendance and similar background tasks.\n\n### **How does Chezie get access to Teams channels?**\n\nThe Teams channel URL maps each ERG in Chezie to a specific Teams channel. The service account you configure with Chezie must already have access to those channels. Chezie then uses the delegated permissions of that authenticated account to interact with those channels. Because the service account is scoped only to ERG-related channels, Chezie never has visibility into tenant-wide Teams data.\n\n### **What events are logged for Teams channels?**\n\n- Chezie logs ERG membership changes (join or leave) inside Chezie.\n\n- If the service account has the correct channel permissions, these changes are synced with the connected channel.\n\n- Messages and activity are only logged if the relevant Graph permissions are granted, and always limited to channels that the authenticated service account can access.\n\n### **What does “app identity” mean in this context?**\n\nApp identity refers to Chezie acting as the registered application in your Azure directory, not as an admin or employee. It applies only when application-level permissions are needed, such as reading Teams meeting attendance. For channels, Chezie relies on the authenticated service account’s delegated permissions and channel access.\n\n### **Does Chezie need tenant-wide permissions?**\n\nNo. Tenant-wide permissions like Group.ReadWrite.All are not required. By scoping the service account’s access to only ERG-related channels, Chezie can function without tenant-wide approval.","2026-04-16T19:07:11.308Z","2026-04-17T19:14:47.496Z","d5a8c3a4-c3e9-40b3-a832-6dfe29a589b7",[],[],[],"Integration data flow","integration-data-flow-chezie-2","Below is a diagram of how the integration data is used. This includes SSO, Directory, Calendar, and Video.\n\n![Chezie for ERGs - Overview.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2Ff05f0d76-07c2-4946-a127-128f64b0bb20.png?alt=media)\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68139259e7186c84ae7eb007/01968c74-f12e-7380-a16b-d2124f1199f1/b64u-Q2hlemllIGZvciBFUkdzIC0gT3ZlcnZpZXcucG5n.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=a373e5144d16d28cb8d3ac2babe7f75c38823d00828fec17898f5dbee11d67fa)","2026-04-16T19:06:46.902Z","2026-04-17T19:11:15.834Z","33ba55c8-e84d-41cf-a874-c0c49be52e4d",[],[],[],"Email","email-chezie-2","### How the Chezie email functionality works.\n\n## Overview\n\nChezie uses SendGrid as the email-sending platform to handle various types of emails, including notifications, marketing emails, and other communications on **behalf of the users**. Our integration with SendGrid ensures that emails are delivered reliably and securely.\n\n**No Gmail or Outlook integration is required to use Chezie.**\n\n## How It Works\n\n1. **Email Types**:\n\n - Notifications to employees\n\n - Messages to ERG (Employee Resource Group) members and leaders\n\n - Marketing communications\n\n2. **Customization**:\n\n - **Sender Name**: Customizable by user\n\n - **Subject**: Customizable by user\n\n - **Reply-to Address**: Customizable by user\n\n - **Reply-to Name:** Customizable by user\n\n - **Verified Sender Address/Sender email**: `app@chezie.co` (controlled by us)\n\n## DKIM Authentication\n\n**Chezie supports DKIM authentication for all emails sent through our SendGrid integration.**\n\n- **Verification**: Our implementation ensures that all outgoing emails are signed with DKIM, verifying the email's authenticity and integrity.\n\n- The DKIM signature is included in each email's header. The recipient’s email server can verify it using the public key published in our DNS records.\n\n## FAQ\n\n1. **How to verify if an email is DKIM authenticated?**\n\n - Check the email headers for the DKIM signature.\n\n - Use online tools or your email server's capabilities to verify the DKIM signature against the public key in our DNS records.","2026-04-16T19:06:47.129Z","2026-04-17T19:05:44.507Z","b7fcd815-454d-483e-bc2e-a47fe3b7a597",[],[],[],"Azure (SAML)","azure-saml-chezie-2","### How to use our Azure SAML integration for SSO.\n\n```plaintext\nConnect your company's Microsoft Calendar account to distribute meeting invites to guests and track people's responses to calendar invites\n```\n\n## **How the Azure SAML is used**\n\nAzure SAML SSO is the means by which your employees are authenticated to Chezie. Benefits of using Azure SAML SSO include:\n\n1. **User Convenience**: Simplified login with a single set of credentials.\n\n2. **Enhanced Security**: Strong authentication and reduced password risk.\n\n3. **Centralized Access Control**: Unified management of access policies.\n\n4. **Improved Productivity**: Faster and seamless access to applications.\n\n5. **Compliance**: Helps meet regulatory and security requirements.\n\n6. **Cost Savings**: Reduces support and password-related costs.\n\n7. **Customization**: Allows for branding and user interface customization.\n\n## How to Configure SAML SSO in Microsoft Azure\n\nTo configure SAML SSO in Microsoft Azure, follow these steps:\n\n1. **Create and Register an Application**: Register an application in Azure AD that will represent your SAML SSO integration. This application will be used to configure the SAML settings and permissions.\n\n![azure screenshot 1.png](/api/knowledge-base/images/f982bce5-d0d3-44b4-98a0-a777997f3303)\n\n2. **Establish a SAML SSO method:** Within the newly created app and under Single sign-on, select SAML.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500ee-2aa5-724f-8ebe-59f724bf91a1.png)\n\n3. **Configure SAML Settings and Mapping**: In the application's settings, locate the SAML settings section. Provide the necessary information such as the Identifier (Entity ID), Reply URL, and Sign-On URL. These values will be provided by Chezie. This step involves mapping the user attributes from Azure AD to the corresponding SAML attributes required by Chezie.\n\n```plaintext\nRequired attributes are first name, last name, email Please map these values as first_name, last_name, and email, respectively.\n```\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500ee-addd-75d9-8bd0-4392a6ab2ca3.png)\n\n4. **Download and Share Metadata**: Download the SAML XML metadata file from Azure AD. This file contains the necessary information about your SAML SSO integration. Share this metadata file with Chezie.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/019500ef-167e-7f87-b76c-288a5544ed29.png)\n\n5. **Test and Verify**: Test the SAML SSO configuration by initiating a login request from Chezie. Ensure that users can authenticate successfully and that the required user attributes are passed correctly.\n\n6. **Enable SSO**: Once the SAML SSO configuration is tested and verified, enable SSO for the desired users or groups. This step ensures that users are redirected to the SAML SSO login page when accessing the Chezie team via email.\n\nBy following these steps, you can successfully configure SAML SSO in Microsoft Azure for your integration with Chezie. Remember to consult the documentation and support resources provided by both Azure and Chezie for more detailed instructions and troubleshooting guidance.","2026-04-16T19:06:46.745Z","2026-04-28T19:55:24.101Z","85f59074-63c3-4815-a812-2dfef094b0d8",[],[],[],"Goals","goals","How to use our Goals feature to track impact.","2026-04-16T19:08:24.191Z","2026-06-30T15:00:31.163Z","d73e48df-180a-4e06-9bf0-aefe9aa325ea",[1140,1141,1142,1143],[],{"_82":1171,"_101":1172,"_111":-5,"_112":1173,"_114":1137,"_115":94,"_116":1174,"_118":1175,"_22":1176,"_24":25,"_121":1177,"_123":-5,"_124":1178,"_126":1179},{"_82":1162,"_101":1163,"_111":-5,"_112":1164,"_114":1137,"_115":94,"_116":1165,"_118":1166,"_22":1167,"_24":25,"_121":1168,"_123":-5,"_124":1169,"_126":1170},{"_82":1153,"_101":1154,"_111":-5,"_112":1155,"_114":1137,"_115":94,"_116":1156,"_118":1157,"_22":1158,"_24":25,"_121":1159,"_123":-5,"_124":1160,"_126":1161},{"_82":1144,"_101":1145,"_111":-5,"_112":1146,"_114":1137,"_115":94,"_116":1147,"_118":1148,"_22":1149,"_24":25,"_121":1150,"_123":-5,"_124":1151,"_126":1152},"How to use Goals in Chezie","how-to-use-goals-in-chezie-chezie-2","### An overview of the entire process of creating and managing goals in Chezie.\n\n## What’s the purpose of goals?\n\nGoals are designed to help you track the impact of your employee resource group activity. By creating a goal and adding activity to said goal (such as expenses, communications, or events), ERG owners have a way to more clearly state the intention and overall impact of the work they are doing.\n\n## Overview","2026-04-16T19:06:39.760Z","2026-04-17T18:50:46.134Z","36eb85be-45c3-4c11-9a2d-5c493a27ddb8",[],[],[],"How to edit a goal","how-to-edit-a-goal-chezie-2","### Instructions on how to edit a goal.\n\n1. From the Home Page, click ‘Goals’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950652-06db-785d-9f13-c7ead285e613.png)\n\n2. Select the goal you want to edit.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950652-257b-7cc9-8518-4c8eec8be310.png)\n\n3. Click ‘Settings’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950652-46ae-71c4-8233-1007ae6b5cf7.png)\n\n4. Make the changes and click here to update.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950652-6d7b-7def-af45-594de0940e70.png)","2026-04-16T19:06:39.644Z","2026-04-17T18:30:26.399Z","09b2420c-60ce-4d1d-8144-068a37b738d2",[],[],[],"How to delete a goal","how-to-delete-a-goal-chezie-2","### Guidance on how to delete a goal.\n\n1. From the Home Page, click ‘Goals’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950654-9552-711c-897a-9eabcce38a9c.png)\n\n2. Select the goal you want to delete.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950655-07eb-77d6-8468-b5dbcf9f61ec.png)\n\n3. Click ‘Delete’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950655-7fca-7c88-bc07-46c06e234dbc.png)","2026-04-16T19:06:39.873Z","2026-04-17T18:29:07.032Z","e023a00a-3cdc-44dc-817c-6c5662f24a55",[],[],[],"How to create a goal","how-to-create-a-goal-chezie-2","### Step-by-step guide on how to create a goal in Chezie.\n\n1. From the Admin Home Page, click 'Goals'.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950618-ff40-7c0b-833a-948ed1fcb508.png)\n\n2. Click ‘New Goal’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-246b-7fc8-b172-f06a696de182.png)\n\n3. Enter details.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-4645-7b43-91c5-50e6751ed0a8.png)\n\n4. Select an owner.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-659a-7fc2-aa01-f7543973b291.png)\n\n5. Add collaborators, if any.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-83ef-7c87-a876-8fe665cfe6b1.png)\n\n6. Assign this goal to a member. Multiple members may be assigned.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-a5ba-78db-8f89-9e4456990852.png)\n\n7. Enter start date.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-c72d-78a8-bfb2-28f4de532592.png)\n\n8. Enter due date.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950619-ea9a-7347-ae3b-fd97bb89ac8b.png)\n\n9. Add a description to your goal.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-1506-7c5c-8426-b8c8affcfc9b.png)\n\n10. Click ‘Continue’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-39d8-7f2f-bd5a-b64464ac452f.png)\n\n11. Additionally, you can add a Target to your goal. To do this, click 'Target'.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-580c-7f28-8875-5f8565037d95.png)\n\n12. Enter the details.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-720b-7144-999e-05bd3bb54d59.png)\n\n13. Choose your assigned member.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-8e6a-713d-9fd7-e75018a04f9e.png)\n\n14. Select your metric for the target.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-ac92-70e6-9347-3b93c9cd40df.png)\n\n15. Enter your start point.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-ca97-7570-b717-de4c6d831278.png)\n\n16. Set your end point.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061a-ee14-75ec-b29d-47218382072e.png)\n\n17. Set your start and due dates.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061b-060f-74ba-a58e-629e68f39786.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061b-2406-7e37-8d7e-d9421387fac1.png)\n\n18. Click ‘Save’.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061b-408f-7727-95ea-68fa26f84f8c.png)\n\n19. All activities submitted for this goal will be seen here.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195061b-5e1d-7fb3-b7e2-48c11b0bfe43.png)","2026-04-16T19:06:38.397Z","2026-04-17T18:28:21.369Z","75ec6f10-888d-43dd-9634-7b3a659a79f6",[],[],[],"FAQ","faq","Answers to your most frequently asked questions in one place.","help-circle","2026-04-16T19:06:40.804Z","2026-06-30T15:00:29.846Z","249ade25-0c01-4f38-b926-a77e06406e7d",13,[1190,1191,1192,1193,1194,1195,1196,1197,1198,1199,1200,1201,1202],[],{"_82":1302,"_101":1303,"_111":-5,"_112":1304,"_114":1186,"_115":94,"_116":1305,"_118":1305,"_22":1306,"_24":25,"_121":1307,"_123":-5,"_124":1308,"_126":1309},{"_82":1294,"_101":1295,"_111":-5,"_112":1296,"_114":1186,"_115":94,"_116":1297,"_118":1297,"_22":1298,"_24":25,"_121":1299,"_123":-5,"_124":1300,"_126":1301},{"_82":1286,"_101":1287,"_111":-5,"_112":1288,"_114":1186,"_115":94,"_116":1289,"_118":1289,"_22":1290,"_24":25,"_121":1291,"_123":-5,"_124":1292,"_126":1293},{"_82":1278,"_101":1279,"_111":-5,"_112":1280,"_114":1186,"_115":94,"_116":1281,"_118":1281,"_22":1282,"_24":25,"_121":1283,"_123":-5,"_124":1284,"_126":1285},{"_82":1270,"_101":1271,"_111":-5,"_112":1272,"_114":1186,"_115":94,"_116":1273,"_118":1273,"_22":1274,"_24":25,"_121":1275,"_123":-5,"_124":1276,"_126":1277},{"_82":1261,"_101":1262,"_111":-5,"_112":1263,"_114":1186,"_115":94,"_116":1264,"_118":1265,"_22":1266,"_24":25,"_121":1267,"_123":-5,"_124":1268,"_126":1269},{"_82":1253,"_101":1254,"_111":-5,"_112":1255,"_114":1186,"_115":94,"_116":1256,"_118":1256,"_22":1257,"_24":25,"_121":1258,"_123":-5,"_124":1259,"_126":1260},{"_82":1245,"_101":1246,"_111":-5,"_112":1247,"_114":1186,"_115":94,"_116":1248,"_118":1248,"_22":1249,"_24":25,"_121":1250,"_123":-5,"_124":1251,"_126":1252},{"_82":1236,"_101":1237,"_111":-5,"_112":1238,"_114":1186,"_115":94,"_116":1239,"_118":1240,"_22":1241,"_24":25,"_121":1242,"_123":-5,"_124":1243,"_126":1244},{"_82":1228,"_101":1229,"_111":-5,"_112":1230,"_114":1186,"_115":94,"_116":1231,"_118":1231,"_22":1232,"_24":25,"_121":1233,"_123":-5,"_124":1234,"_126":1235},{"_82":1219,"_101":1220,"_111":-5,"_112":1221,"_114":1186,"_115":94,"_116":1222,"_118":1223,"_22":1224,"_24":25,"_121":1225,"_123":-5,"_124":1226,"_126":1227},{"_82":1211,"_101":1212,"_111":-5,"_112":1213,"_114":1186,"_115":94,"_116":1214,"_118":1214,"_22":1215,"_24":25,"_121":1216,"_123":-5,"_124":1217,"_126":1218},{"_82":1203,"_101":1204,"_111":-5,"_112":1205,"_114":1186,"_115":94,"_116":1206,"_118":1206,"_22":1207,"_24":25,"_121":1208,"_123":-5,"_124":1209,"_126":1210},"Why is the ‘Send’ button not working when sending out communications?","why-is-the-send-button-not-working-when-sending-out-communications","Make sure to select an audience in the ‘Audience’ tab before sending out your email/newsletter.","2026-04-16T20:10:21.347Z","b46867e9-e928-49a4-a349-801735c00e6c",[],[],[],"Why are applications permissions required for Microsoft Outlook and Calendar setup?","why-are-applications-permissions-required-for-microsoft-outlook-and-calendar-setup","You have the option to only give Chezie delegated access. The only downside to this is that without the application-wide access, your Admins would have to manually go in to Chezie and click a button to refresh attendance data for events that are scheduled.","2026-04-16T20:14:02.213Z","93f7e46b-f1d9-411f-99cc-c2ced8b9e88c",[],[],[],"Who receives the Welcome Email when a new member joins?","who-receives-the-welcome-email-when-a-new-member-joins","The Welcome Email is sent exclusively to the **new member**. If they choose to reply to that email, their message will be directed to the address listed in the **Group Email** field defined in your group settings.","2026-04-16T20:22:27.356Z","2026-04-16T20:22:36.382Z","ebc24aa8-cf91-4661-9b43-ed8f7da63d54",[],[],[],"What is the character limit for event titles?","what-is-the-character-limit-for-event-titles","The character limit for event titles is 96 characters.","2026-04-16T19:59:21.091Z","44d6b3ae-48f4-4845-8b1b-76be9d819975",[],[],[],"What are the suggested dimensions for the logos and banners","faqs-chezie-2","- Banners - 1280 x 260 px\n- Logos - 500 x 500 px","2026-04-16T19:06:37.289Z","2026-04-16T19:55:40.444Z","6f0e1cdd-c3e3-4297-95dc-3883ba4af693",[],[],[],"Routing for multiple approvals?","routing-for-multiple-approvals","Unfortunately not yet, though this is something on our roadmap.","2026-04-16T19:58:28.101Z","8077206a-3bfe-4ebd-a275-f0addbdb2264",[],[],[],"Is there a new ERG application in Chezie?","is-there-a-new-erg-application-in-chezie","Also not (yet), but this is definitely something we’re looking into. We also have a template for this that I’ve attached to this email.","2026-04-16T19:57:47.136Z","b64d4195-d4c4-4702-84e3-b3201947770e",[],[],[],"Is there an ERG Co-Chair and/or Pillar Lead application in Chezie?","is-there-an-erg-co-chair-andor-pillar-lead-application-in-chezie","There is not an in-app application for ERG leads, but we do have a template for ERG Lead applications that I’ve attached to this email.","2026-04-16T19:56:56.997Z","2026-04-16T19:57:19.788Z","8bdb930b-a5f1-4b94-bb89-6d722ed1080f",[],[],[],"If application permissions are absolutely necessary, are Application Access Policies supported to scope access only to the service account (e.g., ergs@company.com)?","if-application-permissions-are-absolutely-necessary-are-application-access-policies-supported-to-sco","Yes, there is scope to only manage the service account’s calendar. Chezie will not have access to or control the calendars of other users.","2026-04-16T20:21:08.552Z","77ce1940-ee8b-427a-a901-2ab879974e86",[],[],[],"If a group customizes their join form, will existing members be prompted to fill it out the next time they log in to Chezie?","if-a-group-customizes-their-join-form-will-existing-members-be-prompted-to-fill-it-out-the-next-time","Creating or updating a join form will not prompt existing members to rejoin. However, you can invite them to resubmit or update their existing forms. Existing users can do this by going to their user settings. On the page, they will see a button that suggests that they should update their join form because a new form has been added to the group.","2026-04-16T20:21:58.019Z","2e587d6d-9b81-4bc0-b7ff-d9ae0dc3f936",[],[],[],"How does the service account interact with the Chezie application once the integration is complete? Is it acting on behalf of users, or is it solely used to manage events within its own calendar?","how-does-the-service-account-interact-with-the-chezie-application-once-the-integration-is-complete-i","The service account only manages events within its own calendar.","2026-04-16T20:20:37.120Z","1645f2d3-2235-4776-8783-f1908ccb6d15",[],[],[],"Can delegated permissions be used instead, assuming the service account is the one initiating and managing events? This would help avoid tenant-wide access and reduce security exposure.","can-delegated-permissions-be-used-instead-assuming-the-service-account-is-the-one-initiating-and-man","Yes.","2026-04-16T20:15:24.328Z","5fe9e098-284f-4a47-85bb-2ff2b10f5ec7",[],[],[],"Are new members automatically added to upcoming events?","are-new-members-automatically-added-to-upcoming-events","New members are automatically sent an email with a link to add the existing upcoming events to their calendar. Moving forward, they will be included to the invite list for new events.","2026-04-16T20:12:09.105Z","87d3e88a-738a-420b-9548-95492af7920c",[],[],[],"expenses","Managing and tracking expenses efficiently.","2026-04-16T19:10:56.365Z","2026-06-30T15:00:28.195Z","143f15af-f2a3-4150-b1c3-4ed74fcc3317",[1317,1318,1319,1320],[],{"_82":1348,"_101":1349,"_111":-5,"_112":1350,"_114":1314,"_115":94,"_116":1351,"_118":1352,"_22":1353,"_24":25,"_121":1354,"_123":-5,"_124":1355,"_126":1356},{"_82":1339,"_101":1340,"_111":-5,"_112":1341,"_114":1314,"_115":94,"_116":1342,"_118":1343,"_22":1344,"_24":25,"_121":1345,"_123":-5,"_124":1346,"_126":1347},{"_82":1330,"_101":1331,"_111":-5,"_112":1332,"_114":1314,"_115":94,"_116":1333,"_118":1334,"_22":1335,"_24":25,"_121":1336,"_123":-5,"_124":1337,"_126":1338},{"_82":1321,"_101":1322,"_111":-5,"_112":1323,"_114":1314,"_115":94,"_116":1324,"_118":1325,"_22":1326,"_24":25,"_121":1327,"_123":-5,"_124":1328,"_126":1329},"How to request approval for an expense","how-to-request-approval-for-an-expense-chezie-2","### How to request approval for an expense in Chezie.\n\n1. From admin view, click the Budget tab.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950114-5041-76a4-971f-60f032ec8e7b.png)\n\n2. Find the expense you want to request approval for. Click the three dots next to the expense.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950114-6a2e-7487-be1b-0024e8ca23a0.png)\n\n3. Click **request approval**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950114-83cd-7647-929a-b1dbe1ef98a3.png)\n\n4. Click the **request approval** button to send the request to your admin.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950114-a2fc-7f0d-a2ba-393115836a19.png)","2026-04-16T19:07:09.827Z","2026-04-17T18:26:54.352Z","a09c84f9-0854-4f70-9733-6705a1d470d8",[],[],[],"How to edit an expense","how-to-edit-an-expense-chezie-2","### How to edit an expense in Chezie.\n\n1. From the admin view, click on Budget\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195010e-2909-776b-a800-f0e98fa5180b.png)\n\n2. Search for the record you want to edit and click on View.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195010e-4937-70e4-b619-9806f5db6f2e.png)\n\n3. Make the necessary updates. In this case, we'll update the planned amount.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195010e-6011-7747-b122-513255501a2c.png)\n\n4. Click on Save to save your changes.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195010e-83e8-7326-9384-b2103466923e.png)","2026-04-16T19:07:09.364Z","2026-04-17T18:26:09.615Z","4b0355e9-e746-4e7c-880c-905f29d6e201",[],[],[],"How to delete an expense","how-to-delete-an-expense-chezie-2","### How to delete an expense in Chezie\n\n1. From admin view, click on Budget.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950111-0f1a-755f-b846-3ab269580eff.png)\n\n2. Search for the record you want to edit and click on the three dots.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950111-309e-76f0-8d5d-6728b73df74e.png)\n\n3. Click on Delete.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950111-4e75-7ba8-887f-70f56ce8207e.png)\n\n4. Confirm deletion. Note that this cannot be undone once confirmed.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950111-67ab-7870-a60d-7f7a6409d4c9.png)","2026-04-16T19:07:09.621Z","2026-04-17T18:20:51.855Z","f07aaed2-9cb2-48bd-9331-bc7567c7def3",[],[],[],"How to create an expense","how-to-create-an-expense-chezie-2","### How to create an expense item in Chezie.\n\n1. **From the Admin Home page or from the Manage Group page, click Budget, then NEW.**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950102-1f4a-71c8-a7c3-aaea7d700803.png)\n\n2. **Enter the details for your expense, including: name, amount, category, and pillar.**\n\n Note: you can split expenses with another Group. If you do, a duplicate expense will be created for the Groups that you're splitting with.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950102-7afe-798b-94a5-e38477fef53e.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950102-adc1-7f31-bce0-017549784596.png)\n\n3. **Click FINISH**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950102-f154-7e76-bf72-19c99c6912ee.png)","2026-04-16T19:07:09.225Z","2026-04-17T18:18:41.015Z","e7f4d860-3caa-4536-a61f-9203caa78222",[],[],[],"events","Everything you need for successful event planning in Chezie.","calendar","2026-04-16T19:13:48.282Z","2026-06-30T15:00:25.607Z","06e27938-0c27-4e48-875b-1bf1815a1d8b",18,[1366,1367,1368,1369,1370,1371,1372,1373,1374,1375,1376,1377,1378,1379,1380,1381,1382,1383],[],{"_82":1537,"_101":1538,"_111":-5,"_112":1539,"_114":1362,"_115":94,"_116":1540,"_118":1541,"_22":1542,"_24":25,"_121":1543,"_123":-5,"_124":1544,"_126":1545},{"_82":1528,"_101":1529,"_111":-5,"_112":1530,"_114":1362,"_115":94,"_116":1531,"_118":1532,"_22":1533,"_24":25,"_121":1534,"_123":-5,"_124":1535,"_126":1536},{"_82":1519,"_101":1520,"_111":-5,"_112":1521,"_114":1362,"_115":94,"_116":1522,"_118":1523,"_22":1524,"_24":25,"_121":1525,"_123":-5,"_124":1526,"_126":1527},{"_82":1510,"_101":1511,"_111":-5,"_112":1512,"_114":1362,"_115":94,"_116":1513,"_118":1514,"_22":1515,"_24":25,"_121":1516,"_123":-5,"_124":1517,"_126":1518},{"_82":1501,"_101":1502,"_111":-5,"_112":1503,"_114":1362,"_115":94,"_116":1504,"_118":1505,"_22":1506,"_24":25,"_121":1507,"_123":-5,"_124":1508,"_126":1509},{"_82":1492,"_101":1493,"_111":-5,"_112":1494,"_114":1362,"_115":94,"_116":1495,"_118":1496,"_22":1497,"_24":25,"_121":1498,"_123":-5,"_124":1499,"_126":1500},{"_82":1483,"_101":1484,"_111":-5,"_112":1485,"_114":1362,"_115":94,"_116":1486,"_118":1487,"_22":1488,"_24":25,"_121":1489,"_123":-5,"_124":1490,"_126":1491},{"_82":1474,"_101":1475,"_111":-5,"_112":1476,"_114":1362,"_115":94,"_116":1477,"_118":1478,"_22":1479,"_24":25,"_121":1480,"_123":-5,"_124":1481,"_126":1482},{"_82":1465,"_101":1466,"_111":-5,"_112":1467,"_114":1362,"_115":94,"_116":1468,"_118":1469,"_22":1470,"_24":25,"_121":1471,"_123":-5,"_124":1472,"_126":1473},{"_82":1456,"_101":1457,"_111":-5,"_112":1458,"_114":1362,"_115":94,"_116":1459,"_118":1460,"_22":1461,"_24":25,"_121":1462,"_123":-5,"_124":1463,"_126":1464},{"_82":1447,"_101":1448,"_111":-5,"_112":1449,"_114":1362,"_115":94,"_116":1450,"_118":1451,"_22":1452,"_24":25,"_121":1453,"_123":-5,"_124":1454,"_126":1455},{"_82":1438,"_101":1439,"_111":-5,"_112":1440,"_114":1362,"_115":94,"_116":1441,"_118":1442,"_22":1443,"_24":25,"_121":1444,"_123":-5,"_124":1445,"_126":1446},{"_82":1429,"_101":1430,"_111":-5,"_112":1431,"_114":1362,"_115":94,"_116":1432,"_118":1433,"_22":1434,"_24":25,"_121":1435,"_123":-5,"_124":1436,"_126":1437},{"_82":1420,"_101":1421,"_111":-5,"_112":1422,"_114":1362,"_115":94,"_116":1423,"_118":1424,"_22":1425,"_24":25,"_121":1426,"_123":-5,"_124":1427,"_126":1428},{"_82":1411,"_101":1412,"_111":-5,"_112":1413,"_114":1362,"_115":94,"_116":1414,"_118":1415,"_22":1416,"_24":25,"_121":1417,"_123":-5,"_124":1418,"_126":1419},{"_82":1402,"_101":1403,"_111":-5,"_112":1404,"_114":1362,"_115":94,"_116":1405,"_118":1406,"_22":1407,"_24":25,"_121":1408,"_123":-5,"_124":1409,"_126":1410},{"_82":1393,"_101":1394,"_111":-5,"_112":1395,"_114":1362,"_115":94,"_116":1396,"_118":1397,"_22":1398,"_24":25,"_121":1399,"_123":-5,"_124":1400,"_126":1401},{"_82":1384,"_101":1385,"_111":-5,"_112":1386,"_114":1362,"_115":94,"_116":1387,"_118":1388,"_22":1389,"_24":25,"_121":1390,"_123":-5,"_124":1391,"_126":1392},"Viewing RSVPs or Attendees for your event","viewing-rsvps-or-attendees-for-your-event-chezie-2","### How to view RSVPs or Attendees for your event\n\nChezie allows you to track RSVPs and attendees for your events. Here’s how:\n\n## RSVPs\n\n1. Navigate to admin view\n\n2. Click on the **Events** tab\n\n3. Find the event you’re looking for and click ***View***\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc0d-e13d-7a3d-98b4-63150c38a886.png)\n\n4. Click the Analytics tab\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc0e-584c-7b55-a568-e90527b9db62.png)\n\n5. Find the RSVPs section\n\n6. Click the ***Click here to refresh RSVPs*** button\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc0f-d30b-7b16-9a26-98162370d831.png)\n\n## Attendance\n\n```plaintext\nNote: attendance tracking is only available for events that use the Zoom or Microsoft Teams integration.\n```\n\n1. Navigate to admin view\n\n2. Click on the Events tab\n\n3. Find the event you’re looking for and click **View**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc12-4291-76a3-9009-e61e2e3a7a38.png)\n\n4. Click the Analytics tab\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc12-c622-7e61-8077-cf5474e26807.png)\n\n5. Find the RSVPs section\n\n6. Click the ***Click here to refresh Attendance*** button","2026-04-16T19:06:26.988Z","2026-04-17T18:15:18.413Z","fc468645-46e6-41f9-8f85-29e320d77a8a",[],[],[],"Using the Zoom host key","using-the-zoom-host-key-chezie-2","### Explanation of what the Zoom host key is and how to use it\n\nGroup leaders can now access the Zoom **host key** directly from the event page in Chezie, giving them full control over meetings started from the shared Zoom service account.\n\n## **What is a Zoom Host Key?**\n\nA **Zoom host key** is a 6-digit code that allows a participant to claim host control in a Zoom meeting. You should use it when you select Zoom for your virtual meeting within Chezie.\n\nUsing the host key gives group leaders access to advanced Zoom features like:\n\n- Managing participants\n\n- Controlling screen sharing\n\n- Starting and ending the meeting\n\n- Managing breakout rooms\n\n```plaintext\nThe Zoom Host Key remains static across all events. This will not change unless updated within the service account’s Zoom settings.\n```\n\n---\n\n## **How to Access the Host Key in Chezie**\n\n1. Go to the **Events** tab and click into the event you're hosting via Zoom.\n\n2. You’ll see a **Host Key** section on the event page.\n\n3. Click **Copy Zoom host key** to grab the key before the meeting starts.\n\n```plaintext\nNote: The host key is only visible for events that are using the Zoom integration with your company’s connected service account.\n```\n\n---\n\n## **How to Use the Host Key in Zoom**\n\n1. **Join the Zoom meeting** using the provided meeting link.\n\n2. Click **Participants** in the Zoom toolbar.\n\n3. At the bottom of the Participants panel, click **Claim Host**.\n\n4. Enter the 6-digit **host key** copied from Chezie, then click **Claim Host**.\n\nYou will now have full host privileges and can manage the meeting as needed.\n\n---\n\n## How to Access the Recording\n\nTo get access to the recording, the leads would need to:\n\n1. Join the zoom meeting\n\n2. Enter the host key\n\n3. Take host control\n\n4. Click the **Record** button and choose to record to your computer\n\nAfter the call, the lead will have access to the recording.","2026-04-16T19:06:26.623Z","2026-04-17T18:11:39.075Z","d9c4e3e5-e152-47f6-be77-c19bec805df3",[],[],[],"Types of event statuses","types-of-event-statuses-chezie-2","### Discover the various event status options available in Chezie.\n\n## **Event statuses**\n\nThere are three different statuses for events:\n\n- **Draft** - the event has been created, but can still be edited. This is a good time for Leads from other groups to provide their input (change the description, name, etc.) and/or add expenses for the event.\n\n- **Pending approval** - the Leads for the Host or Co-host Groups have requested approval for the event. Only Admins can approve an event.\n\n- **Updated requested** - the event has been reviewed by an Admin, but changes have been requested. Calendar invites have not been sent out.\n\n- **Approved** - the event has been approved by an Admin. When an event is approved, the calendar invites are sent to the invitees and the video meeting link (Zoom, MS Teams, or Google Meet) is created.\n\n- **Cancelled** - the event has been cancelled by either the Leads or an Admin. Once an event is cancelled, it cannot be edited.","2026-04-16T19:06:51.246Z","2026-04-17T18:03:49.259Z","941d7ffd-84c0-4b01-b5e8-9541e57f2bf6",[],[],[],"The event scheduling process, explained","the-event-scheduling-process-explained-chezie-2","### An explanation of how scheduling and managing events in Chezie works.\n\n```plaintext\nThe event scheduling process helps ensure that Groups go through the same review process every time they want to schedule an event.\n```\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194b287-00f1-791d-bad2-8bb3e70ad579.png)\n\n## The event scheduling process\n\nThe process is as follows:\n\n1. Either an Admin or Lead [schedules an event](https://docs.chezie.co/en/help/articles/4439157-how-to-schedule-a-new-event)\n\n2. The event is created in **draft** status, meaning that the invites have not yet been sent\n\n3. One of the Leads [requests approval](https://docs.chezie.co/en/help/articles/7527139-how-to-request-approval-for-an-event) for the event\n\n4. Admins receive an email notification about the new event, and then either **Approve** the event or **request changes**.\n\n5. If approved, the calendar invites are sent to invitees. If changes are requested, Leads get notified and can request approval.","2026-04-16T19:06:50.502Z","2026-04-17T18:01:25.391Z","f95515b8-8624-41b8-b861-4107252a94ff",[],[],[],"How to use your company’s Host Key in a Zoom meeting","how-to-use-your-companys-host-key-in-a-zoom-meeting-chezie-2","\nERG leaders can now copy the host key for any meetings they create, allowing them to take host control, enable breakout rooms, create webinars, and more—while still benefiting from automatic attendance tracking.\n\nTo use the host key:\n\n1. **Join the meeting:** Begin by joining the Zoom meeting you need to control.\n\n2. **Access Participants panel:** In the meeting controls at the bottom of the screen, click the “Participants” icon.\n\n3. **Claim Host:** At the bottom of the Participants panel, you’ll see “Claim Host”. Click on this option.\n\n4. **Enter Host Key:** A window will pop up asking for your host key. Enter the 6-digit code.\n\n5. **Claim Host:** Click “Claim Host” to verify the key and gain host privileges.\n\nHow to copy the Zoom host key:\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68375876534194ad08934752/0197183b-22b7-7f54-b0e5-67e6c3cdf31e/b64u-SW1hZ2UgLSBab29tIEhvc3QgS2V5LnBuZw.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=68ede7bef098e3bb1798a29ea41b11bfcc7f260bd53b3de946698d75aa29ad4b)![Image - Zoom Host Key.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F8926bb26-f3ef-44a9-9e7e-c0955a356214.png?alt=media)","2026-04-16T19:06:27.951Z","2026-04-17T17:56:51.372Z","1cf198ad-b1e5-49da-9cf5-5a387dea071f",[],[],[],"How to update an event","how-to-update-an-event-chezie-2","### How to update an existing calendar invite with the option to deliver the notifications quietly\n\n1. Go to admin view and click Events.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf1-aeaa-77ec-863a-edccab927ab5.png)\n\n2. Find the event that you want to update and click **VIEW**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf2-91c1-7343-ad64-03aba7d5ba14.png)\n\n3. Click on Edit event.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf4-122b-7abc-8c42-0185aba95bf6.png)\n\n4. Make whatever changes you like. In this case, we'll change the time to 3:00 PM.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf4-92b4-7807-a0a2-f93f034faa32.png)\n\n5. If you don't want the people on your guest list to be notified, check the Don't notify attendees box.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf5-3311-7714-a171-dbe3af5dda36.png)\n\n6. Click on Update event.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbf5-b2e3-7675-97d1-15357377f403.png)","2026-04-16T19:06:25.646Z","2026-04-17T17:49:21.673Z","433ff336-2309-476f-a1e7-1684f1da169b",[],[],[],"How to schedule a new event","how-to-schedule-a-new-event-chezie-2","### A comprehensive step-by-step guide that simplifies the event scheduling process.\n\n```plaintext\nEvents are an essential part of your group's programming. Scheduling events through your Chezie Dashboard allows you to track attendance, feedback, and spending in one place.\n```\n\nNote: Admins can also schedule events via the Admin home page. Just click on the **Events** tab and follow instructions from step 3 on.\n\n### 1. From admin view, click on Events\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb33-6ee0-7c5b-bb6f-03811627065a.png)\n\n### 2. Click on Add event\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb40-193b-737f-ad39-fd21ec68bc39.png)\n\n### 3. Fill in your event details\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb40-d7fb-729f-a63d-d86c591fe160.png)\n\n### 4. Select in-person or virtual for your meeting location\n\nIf in person, enter a location, if virtual, select a video meeting provider from the dropdown\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb41-b1cc-7aa9-af67-37a4282763d1.png)\n\n### 5. In this case, we will make a virtual meeting with Zoom.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb42-5c17-7605-a07b-d9c9cf6054a5.png)\n\n### 6. Enter your meeting description\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb43-40e7-7af4-a975-a2b410d29fda.png)\n\n### 7. Click on Save as draft\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb43-f0f2-7511-93ea-91f65d9e1c7e.png)\n\n### 8. Once ready, submit the [event for approval](https://docs.chezie.co/articles/7527139-how-to-request-approval-for-an-event).","2026-04-16T19:06:51.021Z","2026-04-17T17:48:00.119Z","b347b2a3-2989-4a80-b4f0-66ad6bb43ff1",[],[],[],"How to request approval for an event","how-to-request-approval-for-an-event-chezie-2","### Learn how to navigate the event approval request process with our user-friendly guide.\n\n```plaintext\nWhen you’re ready to send the invites for your event, you can notify your Admins that the event should be approved.\n\nNote: Admins with the Approve events permission don’t need to request approval for events.\n```\n\n1. Toggle to admin view\n\n2. Click the events tab\n\n3. Find the event you want to request approval for\n\n4. Click View\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb8e-078d-7948-84a5-e6aae8d57d0b.png)\n\n5. Click the Request approval button and your admins will receive an email notification!\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb8e-7c4e-7ccc-b250-e1133c5b244f.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb8e-c505-75e8-b76d-b4d926b467bc.png)","2026-04-16T19:06:52.000Z","2026-04-17T17:43:04.183Z","915686b9-1619-4966-9a96-6c1525e34c63",[],[],[],"How to get your meeting room links when scheduling new events","how-to-get-your-meeting-room-links-when-scheduling-new-events-chezie-2","### Access and share meeting room links seamlessly when scheduling new events.\n\n```plaintext\nThese are simple instructions for copying your meeting links for Zoom and Google Meet.\n```\n\n## **How to get your Zoom meeting link**\n\n1. Sign in to the Zoom web portal.\n\n2. Next to **Personal Meeting ID**, click the eye icon to view your full link.\n\n3. Click the eye icon to reveal your full link\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbc9-6868-7e83-acd4-01e275c93999.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbc9-a27d-78a8-8ad9-a7e64e1a135b.png)\n\n4. Copy the link\n\n5. Paste your link into the event form\n\n## **How to get your Google Meet meeting link**\n\n1. Sign in to your Google account.\n\n2. Go to \n\n3. Click **New Meeting**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbcf-b3e6-7346-962f-96a5b660bdd1.png)\n\n4. Click **Create a meeting for later**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbd0-1abf-7098-8e1e-88014f13ee6a.png)\n\n5. **Copy your meeting** link and paste it into the event form. We suggest pasting the dial in instructions into the meeting description so people can access it!\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbd0-8103-7c98-bbb0-280ef56df748.png)","2026-04-16T19:06:52.465Z","2026-04-17T17:44:43.137Z","edffc4d0-20b4-47f5-960a-7aee5621e96c",[],[],[],"How to get a QR code for an Event","how-to-get-a-qr-code-for-an-event-chezie-2","### How to get a QR code for your events.\n\n1. On the homepage, click on **Events**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc02-640d-7280-bb54-97664532688d.png)\n\n2. Choose the event and click on **View**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc03-75d8-7167-ab8d-96c7f329f46d.png)\n\n3. To download a check-in QR code, click on Attendance\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc04-3a55-756c-8bf9-025466a97f62.png)\n\n4. Click on **Get check-in QR code**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc08-5b13-711d-b253-318d19c85874.png)\n\n5. To download a QR code to share the event, click on **Share event**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc08-ceda-749b-8bfe-7243c1f0e24c.png)\n\n6. Click on **Download QR code**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc09-7793-77e0-953a-4f0564c3c1e7.png)\n\n7. To get a survey QR code, click on **Survey link**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc0a-0298-76f5-a13b-08b455748ab3.png)\n\n8. Click on **Get survey QR code**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fc0b-05e7-718b-8175-4113671f3790.png)","2026-04-16T19:06:26.811Z","2026-04-17T17:34:26.150Z","bb7e46b8-5b82-4fc0-98d6-f801c5222314",[],[],[],"How to get an attendance report","how-to-get-an-attendance-report-chezie-2","### Easily access and generate detailed attendance reports for your events.\n\n## Zoom\n\n1. Sign in to the Zoom web portal.\n\n2. In the navigation menu, click **Analytics &** **Reports**.\n\n3. Click the **Usage Reports** tab.\n\n4. Click **Usage**.\n\n5. At the top, use the following functionalities to sort the data by meeting:\n\n - Search by time range: Select a time range (within a month) using the **From** and **To** fields, then click **Search**.\n\n - Search by meeting ID: Enter the meeting ID in the search box, then click **Search**.\n\n6. Export CSV files:\n\n - Export the entire list of meetings on the **Usage** page:\n\n 1. At the top of the **Usage** page, click **Export as CSV File**.A CSV will download, including all the listed meetings in the **Usage** page.\n\n - Export a specific meeting's list of participants:\n\n 1. Locate your meeting, then click the participant count (number) under the **Participants Source** column.A pop-up window with the list and details of internal and external meeting participants will appear. This will show you a list of meeting participants, including join and leave times. **Note**: This includes all participants except [**Waiting Room**](https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0063329) users.\n\n 2. (Optional) In the top-left corner of the window, select the following checkboxes:\n\n - **Export with meeting data**: The Zoom meeting data will be included in the exported attendee list.\n\n - **Show unique users**: The unique users will be included in the exported attendee list. **Note**: If the participant is a **Guest**, and no emails were uploaded to Zoom in any form (for example, by entering emails to register to join the meeting, or the host provided the participants' email to Zoom), the guest email is hidden.\n\n 3. Click **Export**. A CSV file will download.\n\n## Microsoft Teams\n\n### After the meeting\n\nYou'll find the attendance report in a few different places.\n\n### **In the meeting invite**\n\nIn Teams, go to **Calendar**, open the meeting, and select the **Attendance** tab. You can view the data directly in Teams.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb48-9a25-7885-98a1-d511187f44a6.png)\n\nFor recurring meetings, select the report you want to view from the dropdown list.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb48-da64-732d-832a-f0dbbff15410.png)\n\nTo download the attendance CSV file for the meeting, click **Download**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb49-f387-707a-90dd-b009e515ed08.png)\n\n### **In the meeting chat**\n\nA tile labeled **Attendance report** will pop into the chat about five minutes after your meeting ends. Select it to download the CSV file.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb4e-cfc6-70d4-a0a8-2cf5cfe60c15.png)\n\n## **In the meeting chat**\n\nA tile labeled **Attendance report** will pop into the chat about five minutes after your meeting ends. Select it to download the CSV file.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb5d-951d-7efb-9cb4-7be785582b75.png)\n\n## Scheduled channel meetings\n\nTo view the attendance reports for meetings created in channels, click **More actions** > **View meeting details,** and navigate to the **Attendance** tab.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb5e-c1ba-7ac9-9e27-ad0af3240e28.png)\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb5f-3b28-716d-a570-80e3dfa6b8a5.png)\n\n## In-person Events\n\nTo record attendance for an in-person event, you can upload a list of attendee email addresses directly into Chezie.\n\n### File Format:\n\nBefore uploading, make sure you have:\n\n- **Excel (.xlsx)** or **CSV (.csv)** file\n\n- One column containing **attendee email addresses only**\n\n **Notes:**\n\n - A header is optional but allowed\n\n - No additional columns, formatting, notes, or merged cells\n\n### How to Upload the Attendance File:\n\n1. Log in to Chezie.\n\n2. Open the event you hosted.\n\n3. Go to **Attendance**.\n\n4. Click **Upload Attendance List**.\n\n5. Select your Excel or CSV file.\n\n6. Click **Upload / Submit**.\n\n7. Wait while Chezie processes the attendee list.\n\n## Need Support?\n\nIf you encounter an error or need help matching attendees:\n\n- Email us at [**support@chezie.co**](mailto:support@chezie.co)","2026-04-16T19:06:51.837Z","2026-04-17T17:40:59.865Z","8a7d1964-7988-48bf-a24d-07b8277d2e08",[],[],[],"How to duplicate events","how-to-duplicate-events-chezie-2","### Streamline your event planning by duplicating existing events with our easy-to-follow instructions.\n\n```plaintext\nRather than creating the same event over and over, you can simply duplicate an event and use it again.\n```\n\n1. Log in to Chezie and go to Admin view\n\n2. Click on **Events**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbd8-7749-790e-a705-d328df0f5f47.png)\n\n3. Click on the three dots next to the event you want to duplicate\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbd8-c8e1-75b2-b84c-da3499f50ff7.png)\n\n4. Click on Duplicate event\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbde-75ec-7626-b52d-5c259ee19c47.png)\n\n5. That’s it!\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbde-f758-765c-a61f-f67efcd05741.png)","2026-04-16T19:06:52.588Z","2026-04-17T17:32:47.709Z","719ae679-4e83-49d7-8b1a-450f7c3b8db5",[],[],[],"How to disable the event approval requirement","how-to-disable-the-event-approval-requirement-chezie-2","### How to disable the event approval requirement so Leads can approve their own events.\n\n***Last updated:*** *July 16, 2024 1:59 PM*\n\nGive your Group Leads more control over their programming by disabling the event approval requirements. When this is disabled, Leads can approve their own events.\n\nKeep in mind that you can limit which Leads can actually approve events by controlling which Leads have that [permission](https://docs.chezie.co/articles/3124457).\n\n1. Login and navigate to Admin view. Click Settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbed-6719-7c50-b00a-41ce34bac554.png)\n\n2. Click ERG program settings\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbed-c5b0-7fdd-8b41-72ec75a2d2f0.png)\n\n3. Toggle the “Require event approvals” button to turn it on/off.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbee-2609-7dd2-8f83-b208ce4e5d30.png)","2026-04-16T19:06:26.048Z","2026-04-17T17:19:09.463Z","c2a6714b-95dc-4a05-b9c0-995fd1a0b188",[],[],[],"How to copy an event’s landing page URL","how-to-copy-an-events-landing-page-url-chezie-2","### Quickly copy and share event landing page URLs for enhanced event promotion.\n\n```plaintext\nTo learn more about this feature, view the Changelog post.\n```\n\nEasily copy the URL for an event so you can share it with your members. Here’s how:\n\n**There are two ways to copy the landing page URL for an event**\n\n1. From the event’s action dots:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe1-3fd7-71ca-8cf4-e0406e201c4b.png)\n\n2. From the event slide-out view:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe1-9373-704a-9d60-00d7d8f74095.png)","2026-04-16T19:06:52.727Z","2026-04-17T17:14:26.708Z","49b4ae73-bcbd-41ef-8e28-34a22a79f0e0",[],[],[],"How Event Surveys work in Chezie","how-event-surveys-work-in-chezie-chezie-2","### Explanation of our event NPS survey feature.\n\n```plaintext\nEvent surveys in Chezie are automatically distributed to attendees when attendance data is captured. This article explains how the survey system works and what to expect.\n```\n\n## When Surveys Are Sent\n\nSurveys are automatically sent when attendance is captured in Chezie. This typically happens within 10-15 minutes of attendance being recorded.\n\n### Microsoft Teams Integration Events\n\nFor events using Chezie's Microsoft Teams integration:\n\n- Attendance capture depends on the permissions your IT team has provided to Chezie\n\n- As a fallback, you can always click the \"Refresh Attendance\" button in Chezie for Teams meetings and your attendance should pull up\n\n- Surveys are sent automatically after attendance is successfully refreshed\n\n- Company admins or group admins for the hosting groups can click \"Refresh Attendance\"\n\n### Zoom Integration Events\n\nFor events using Chezie's Zoom integration:\n\n- Attendance is captured automatically\n\n- Surveys are sent automatically once attendance data comes in\n\n### External Meeting Link Events\n\nFor events using other external meeting platforms (Google Meet, WebEx, etc.) or custom meeting links:\n\n- Attendance cannot be captured automatically since Chezie doesn't have access to these platforms\n\n- Surveys will only be sent after [manually uploading attendance data](https://docs.chezie.co/articles/1202082-how-to-upload-attendance-for-a-past-event)\n\n## Survey Content and Customization\n\nCurrently, event surveys use standardized content and cannot be customized per event. However, we're working on improvements to allow custom event surveys in the future.\n\n**Coming Soon**: We're also developing a generic surveys feature that will allow you to build custom drag-and-drop surveys for general use beyond events.\n\n## Survey Management\n\n### Timing\n\n- Surveys are sent automatically when attendance is captured\n\n- There is no option to customize send timing currently (this is planned for future updates)\n\n- Surveys do not automatically close and remain open indefinitely\n\n### Notifications\n\n- Event organizers do not receive notifications when surveys are completed\n\n- No alerts are sent to leaders when attendees submit responses (typical response rates are 10-20%)\n\n### Reminders\n\n- Additional reminder surveys cannot be sent through the survey system\n\n- You can send reminder emails through Chezie's standard email features associated with the event\n\n## Troubleshooting\n\n1. **Surveys didn't send after refreshing attendance for Teams events**: This could indicate a technical issue. Please contact support for investigation.\n\n2. **Need surveys to auto-close**: You can submit this as a feature request at \n\n3. **Want to customize survey timing or content**: These features are planned for future updates.\n\n## Related Articles\n\n- [How to upload attendance for a past event](https://docs.chezie.co/articles/1202082-how-to-upload-attendance-for-a-past-event)\n\n*Have questions about surveys? Contact our support team at* [*support@chezie.co*](mailto:support@chezie.co) *or submit feature requests at* [*https://chezie.featurebase.app/*](https://chezie.featurebase.app/*)","2026-04-16T19:06:27.555Z","2026-04-17T17:11:18.375Z","4aa72f93-8473-407c-9f7a-abaeac24a15a",[],[],[],"Event NPS, explained","event-nps-explained-chezie-2","### Learn how NPS works and what each score means.\n\nNet Promoter Score, or NPS, measures your member's experiences with your Group events. This metric gives you a way to track the success of your events and get a better idea of what type of content your members want.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe7-4fcc-707e-ac3e-3b602a724a22.png)\n\n## **The NPS Calculation**\n\nCalculate your NPS using the answer to a key question, using a 0-10 scale:\n\n> *How likely are you to recommend this event to a friend or colleague?*\n\nRespondents are grouped as follows:\n\n- **Promoters** (score 9-10) are loyal enthusiasts who will keep joining your events and referring your Group's events to others, which powers growth.\n\n- **Passives** (score 7-8) are satisfied but unenthusiastic members who will neither promote nor talk badly about your events.\n\n- **Detractors** (score 0-6) are unhappy members who can damage your Group's reputation and impede growth through negative word-of-mouth.\n\n## **Formula**\n\n**NPS =** (% Promoters) - (% Detractors)\n\n## NPS Reporting Levels\n\n1. **All BRGs** - shows you the cumulative NPS score for all survey responses across all BRGs for the selected Cycle\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe8-2874-7585-8a4b-96157a429456.png)\n\n2. **Single BRG** view - shows you the cumulative NPS score for all survey responses for events that the selected BRG has hosted\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe8-e845-77a6-9ff7-a12455d6fa71.png)\n\n3. **Single Event** view - shows you the NPS score for all survey responses for the selected event\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbe9-6a13-760d-bb52-825b33b39bda.png)","2026-04-16T19:06:52.990Z","2026-04-17T17:00:05.880Z","f838b376-e2df-4210-9ab7-5b81b4082840",[],[],[],"Event invitee options, explained ","event-invitee-options-explained-chezie-2","### All of the different options for inviting groups in Chezie.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb7c-8031-74eb-a6e8-8dace0b3656b.png)\n\nThere are three options when scheduling an event:\n\n1. All employees\n\n2. All members\n\n This sends an invite to anyone that has joined your Group, regardless of how they’ve identified.\n\n3. Custom group\n\n This sends an invite to a group of your choosing. Select all members from the groups that are hosting the event, pick and choose using the checkboxes, or filter based on the in-group/ally designation or date joined filter.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb7e-f5f7-76a9-8dfa-a19e3c55163e.png)","2026-04-16T19:06:52.154Z","2026-04-17T16:43:27.691Z","4640bd48-3fdc-42e0-b2d7-01670c30299b",[],[],[],"Advanced options","advanced-options-chezie-2","### Explanation for all of the advanced options for your events.\n\n## Scheduled invites\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbfd-2a47-7d65-9dce-3c08d89c7882.png)\n\nScheduled invites allows you to pick when the calendar invites for your events will be delivered to your invite list. To turn this on, check the box next to the ***Schedule invites*** text and pick a date + time.\n\nIf the Schedule invites box isn’t checked, then the invites will be sent at the same time that the event is approved.\n\n## Make an event private\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fbfe-ab9f-72a0-be14-e1c2da5a999d.png)\n\nMaking an event private hides it from the member view. If an event is private, only people who are invited as members, employees, or as part of a custom invite list will receive the invite.","2026-04-16T19:06:26.246Z","2026-04-17T16:38:46.202Z","04912777-2bed-40c1-89bd-5cefb4bcd733",[],[],[],"communications","Tools and features for effective communication.","mail","2026-04-16T19:10:21.432Z","2026-06-30T15:00:39.670Z","6b41df2a-4051-4c31-9ca8-b8f6f80de82c",[1554,1555,1556],[],{"_82":1575,"_101":1576,"_111":-5,"_112":1577,"_114":1551,"_115":94,"_116":1578,"_118":1579,"_22":1580,"_24":25,"_121":1581,"_123":-5,"_124":1582,"_126":1583},{"_82":1566,"_101":1567,"_111":-5,"_112":1568,"_114":1551,"_115":94,"_116":1569,"_118":1570,"_22":1571,"_24":25,"_121":1572,"_123":-5,"_124":1573,"_126":1574},{"_82":1557,"_101":1558,"_111":-5,"_112":1559,"_114":1551,"_115":94,"_116":1560,"_118":1561,"_22":1562,"_24":25,"_121":1563,"_123":-5,"_124":1564,"_126":1565},"How to send a Slack message from Chezie","how-to-send-a-slack-message-from-chezie-chezie-2","### Learn the step-by-step process of sending Slack messages using Chezie.\n\n```plaintext\nOnly Admins/Leads can send Slack messages. \nNote: Leads can only send Slack messages to the Group(s) that they lead.\n```\n\n1. Log in to Chezie and go to ‘Settings’.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974604-187b-7b37-9d76-46fc87b23269/b64u-VXNlciBTZXR0aW5ncyAxLnBuZw.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=8acaa68de37cb7fe81d94e42eb3c036a4892b4731ad3a70f153f42b9e28abdfe)![User Settings 1.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2Fcaf11386-a422-4c08-9748-5833df5baca6.png?alt=media)\n\n2. Click ‘Connect Slack’.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974604-4be5-7d6e-b792-c9635869c52d/b64u-VXNlciBTZXR0aW5ncyAtIFNsYWNrLnBuZw.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=b194ebb88b4a2e94d4aa0c3c57120a1e257593268388373d57e77404b2fcf656)![User Settings - Slack.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F6f4dcb5b-5041-4512-9fa7-cc03a82ae7d7.png?alt=media)\n\n3. Once your Slack is connected, go to ‘Communications’.\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974604-736f-7d97-b614-cb037e0d8eb9/b64u-Q3JlYXRlIENvbW0gLSBDb21tdW5pY2F0aW9ucy5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=2843a5de7bcedc15bc2de30a2b0c7f52c362bd9aa07f40fff52597961cd0573d)![Create Comm - Communications.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F4177693d-25a8-4f46-a630-b9a7711987fe.png?alt=media)\n\n4. Select ‘Create comm’ then ‘Slack’.![Create Comm - Slack.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2Fa03b389e-78f0-4456-adbc-8bf8e90e371a.png?alt=media)\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974604-9a97-7bec-a6d7-b2014f0c331e/b64u-Q3JlYXRlIENvbW0gLSBTbGFjay5wbmc.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=7a50498c4cd7477eed46cfb5e8137e409547764307f97b118eecb79b27ebcbe9)\n\n5. Compose your message.\n\n![Create Comm - Type.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F657e82ec-cd12-4d72-bb8f-f6ff4ead9a62.png?alt=media)\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974610-6ba9-7ba0-b4b1-b2e2b3339e1d/b64u-Q3JlYXRlIENvbW0gLSBUeXBlLnBuZw.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=16e6aafabbff184900642b0711ddd2d27398ed32ede7477192b8b051d96ecdb7)![Create Comm - Type Settings.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F05f9c01c-b6ba-4a36-8568-951917009255.png?alt=media)\n\n![](https://6445cdb19af5e6e8088a0f92.featurebase-attachments.com/c/article/68430f829962554fda626bc9/01974625-ef6c-78b4-91a1-f1d2cc832681/b64u-Q3JlYXRlIENvbW0gLSBUeXBlIFNldHRpbmdzLnBuZw.png?X-Amz-Expires=3600&X-Amz-Date=20260416T190000Z&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260416%2Ffra1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Signature=360c8f8b8314e175631c09269d3b5eef2cc148a5d6afa6ec4ce9466e0339f758)","2026-04-16T19:07:09.061Z","2026-04-17T16:35:48.237Z","f79b64e0-0b3a-4f52-bff0-64fd70ca4582",[],[],[],"How to send an email from Chezie","how-to-send-an-email-from-chezie-chezie-2","### Learn the step-by-step process of sending emails using Chezie.\n\n```plaintext\nOnly Admins/Leads can send emails.\nNote: Leads can only send emails to the Group(s) that they lead.\n```\n\n1. From admin view, Click on Communications.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011d-8428-7a5a-8edf-7c95f95590b5.png)\n\n2. Click on Send email.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011d-9b1a-76da-bed8-d37d30623702.png)\n\n3. Select the ERG Group you want to send the email to.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011d-b66d-7231-b2d6-55c7913c391d.png)\n\n4. Designate who you’d like to send an email to (in-group members, ally members, or all members) and then fill out the content of the message.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011d-ceb5-72ba-ac8b-62acfd13b058.png)\n\n5. If you want to send the email right now, click on Send.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011d-e898-7967-a451-3d376401b6be.png)\n\n6. If you want to schedule sending the message, select Schedule.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011e-026b-7603-bf28-27f1751b50a1.png)\n\n7. Select the time and date when you want to send out your email.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011e-1d19-71d9-9c8b-5b31c82099b8.png)\n\n8. Click on Schedule.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0195011e-36d1-7a0a-9974-1ca4d3e2deef.png)","2026-04-16T19:07:07.118Z","2026-04-17T16:37:16.003Z","cefd9b2d-190b-482a-82e5-90f6408cd2e2",[],[],[],"Customize your Group's Welcome Email","customize-your-groups-welcome-email-chezie-2","### Tailor your group's welcome email to make a lasting impression.\n\n```plaintext\nOnly Admins/Leads can customize the Group's welcome email.\n```\n\n1. Go to the Manage Group page of the Group that you want to edit.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950121-381e-76c7-8cc4-879b448f2fcd.png)\n\n2. Scroll down to the **Welcome Email** header and fill out the content of your welcome message.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950121-5185-7b53-b087-4ddc0ee6e96c.png)\n\n3. Click **SAVE**.\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01950121-6f11-7622-b7fc-0c24fe0ef04c.png)","2026-04-16T19:07:07.273Z","2026-04-17T16:29:58.745Z","7dd68e0d-a343-4838-b254-012600fd6ad2",[],[],[],"Best Practices For Launching Chezie","best-practices-for-launching-chezie","A guide to announcing Chezie with your ERG members and entire company.","2026-04-16T19:13:20.284Z","2026-06-30T15:00:20.075Z","33159670-d1b7-41ad-84e5-450625d236f7",[1592,1593,1594,1595],[],{"_82":1623,"_101":1624,"_111":-5,"_112":1625,"_114":1589,"_115":94,"_116":1626,"_118":1627,"_22":1628,"_24":25,"_121":1629,"_123":-5,"_124":1630,"_126":1631},{"_82":1614,"_101":1615,"_111":-5,"_112":1616,"_114":1589,"_115":94,"_116":1617,"_118":1618,"_22":1619,"_24":25,"_121":1620,"_123":-5,"_124":1621,"_126":1622},{"_82":1605,"_101":1606,"_111":-5,"_112":1607,"_114":1589,"_115":94,"_116":1608,"_118":1609,"_22":1610,"_24":25,"_121":1611,"_123":-5,"_124":1612,"_126":1613},{"_82":1596,"_101":1597,"_111":-5,"_112":1598,"_114":1589,"_115":94,"_116":1599,"_118":1600,"_22":1601,"_24":25,"_121":1602,"_123":-5,"_124":1603,"_126":1604},"Summary","summary-chezie-2","![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1682905059285.jpg)\n\nWritten By Toby Egbuna\n\nLast updated About 1 year ago\n\nIf no one knows about your ERGs then it's going to be tough to get people to join, let alone participate. Communication is the key to building solid ERG membership and participation. Use the templates and best practices from this guide to effectively build participation in your ERGs.","2026-04-16T19:06:50.372Z","2026-04-17T16:20:34.436Z","6e39e9ee-c652-4963-8f84-34dfbee51bd1",[],[],[],"Intro","intro-chezie-2","Welcome! This is a resource designed to help you onboard Chezie and communicate it with your employees.\n\nIn the following sections, you will find strategies for boosting ERG membership by making it easy for employees. Our goal is to help you leverage Chezie to its fullest potential, ensuring that your ERGs are not just a part of your organization but a thriving and integral aspect of it.","2026-04-16T19:06:48.693Z","2026-04-16T20:30:48.147Z","923992ce-b5dd-4a7d-9394-4effbe025afa",[],[],[],"Ideas from other Chezie customers","ideas-from-other-chezie-customers-chezie-2","# Ideas from other Chezie customers\n\nThe below section includes some creative ideas to boost ERG engagement and direct employees to Chezie from the people who have done it before → Chezie customers.\n\n## Make joining easy\n\n> ✒️ Case study: Chegg, Greenhouse\n\nLearning about and joining an ERG should be easy and intuitive (that’s part of the reason we made Chezie.)\n\nHere are four places to consider adding your join links:\n\n1. **Employee onboarding presentation**\n\n The prime time to get people to join your ERGs is within their first 30 days at the company. Work with your employee onboarding team to make sure that information about your ERGs is included in your onboarding materials. This can be as simple as a slide that lists all of the ERGs and QR codes or links to their individual join links.\n\n2. **Company intranet**\n\n While Chezie houses all of your ERG information, your employees probably turn to your intranet first for questions. If you don’t already, you should create a page on your intranet that houses some basic information about your ERGs and directs employees to join them by logging into Chezie.\n\n Some things to include on this page:\n\n 1. Why your ERGs exist\n\n 2. A list of your ERGs and their respective mission statements\n\n 3. Join links for each ERG\n\n **Note**: you don’t want too much information on this page because it will turn into another thing you have to manage. Simply use this as a redirect to let people know that your ERGs are hosted in Chezie.\n\n3. **DEI Slack Channel (pinned post)**\n\n Use the [pinned post](https://slack.com/help/articles/205239997-Pin-messages-and-bookmark-links) feature in Slack to stick a message about your ERGs to the top of a relevant Slack channel.\n\n Many companies have general DEI channels that employees are auto-added to. This is a great spot for your pinned post. Here’s how to do it:\n\n 1. From your desktop, hover over the message you'd like to pin.\n\n 2. Click the **three dots icon**.\n\n 3. Select **Pin to channel**, or **Pin** **to this conversation** in a DM.\n\n Example:\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb24-d723-7d39-894a-aac6c5ae64d4.png)\n\n4. **In-office flyers with QR codes**\n\n If your company has a solid in-person presence, consider placing flyers for your ERGs where employees can see them. Again, don’t overcomplicate this. Place them in places like the restrooms, the kitchen and the coffeeroom, and by the entrance.\n\n Include QR codes that people can scan with their phones so they can quickly join an ERG from mobile!\n\n## Create FOMO (fear of missing out)\n\nOne of the best ways to boost membership is to make employees who aren’t members feel as if they are missing out on something by not being an ERG member.\n\nLike everything, there are levels to this.\n\n**Level 1** - Gate-keep event invites and informative/engagement emails.\n\nYou can gate-keep event invitations and email messages to only people who have joined the ERG. When employees start asking why they didn’t know about the event, you direct them to join the ERG via Chezie so they receive future invites.\n\nTo boost this, send summaries and/or feedback from the event in your Slack channels.\n\n**Level 2** - Recognize members of your ERGs publicly.\n\nPeople appreciate being recognized, especially publicly. If you’re able to recognize members of your ERGs in your company’s public forums - such as an all-hands or #general Slack channel - people who aren’t members will see that recognition and understand that by joining, they can be recognized, too.\n\n## Market at the Group level, not the program level\n\nYour ERGs are a product. Your job is to sell them to your customers (employees).\n\nThe thing is, people don’t buy products; they buy solutions. The problems that your employees are facing vary based on the employee, but the majority of your employees identify with one of the following:\n\n- Struggling to network with other employees\n\n- Seeking professional development opportunities\n\n- Gaining exposure to leadership\n\n- Finding volunteer opportunities\n\n- Learning about other cultures\n\nIf an employee is facing one of these problems, there’s an **ERG that can be the solution**.\n\nRead that again. There is an ERG (singular, not plural) that can be the solution. People aren’t signing up to participate in your company’s ERG program; they’re signing up to network or access resources as a member of one ERG. Don’t market the entire ERG program. Instead, market your ERGs individually and let members find the ERG (i.e. the solution) that best solves their problems.\n\n### How Lattice marketed their ERGs individually\n\n**About Lattice**\n\n[Lattice](https://lattice.com/) is an HR software platform that helps companies with an all-in-one solution for performance management, engagement, and an HRIS, sent a company-wide email\n\n**How Lattice increased its ERG membership by 13% in 24 hours with one email**\n\nMaurice Tuiasosopo Bell, Sr. Director of DEIB at Lattice, wanted to start 2024 off with a reminder to employees to join the company’s ERGs. His plan was to send a company-wide email to all employees to encourage them to join.\n\nThis isn’t new. Most companies sent blasts to employees to make them aware of the ERGs. Where Maurice zagged was that rather than telling employees all of the perks of joining Lattice’s ERG program, Maurice opted to include details about each individual ERG in the email so each employee knew that there was a group for them. He shared each ERG’s mission statement and embedded each ERG’s one-click join link into the email so employees could simply click the link and join the group they were most interested in.\n\nHere’s a template that’s based on the email that Maurice sent 👇🏾\n\n*<Insert a DEI or HR-related announcement>.*\n\n***Subject:***\n\n*DEI Announcement & Join an ERG!*\n\n***Body:***\n\n*Hi everyone!*\n\n*I want to use this opportunity to encourage you to join any of our Employee Resource Groups (ERGs). These are employee-led communities that aim to foster inclusion and belonging for employees from underrepresented and traditionally marginalized backgrounds, with a focus on building community, development opportunities, and cultural celebration. Click on the links below to join any of our ERGs:*\n\n- ***API*** *<insert one-click join link as a hyperlink> advocates and fosters a sense of inclusion dedicated to supporting the diverse and multicultural Asian & Pacific Islander employees through community, empowerment, and education.*\n\n- ***Families at Lattice*** *help parents and caregivers feel they can bring their whole selves to work as the providers of care for others — whether for a child, a family member, or community member.*\n\n- ***ForEach*** *makes a difference by supporting the development of community, personal growth, and continued learning for members of Lattice Engineering with underrepresented genders.*\n\n- ***Latinx/é*** *develops a supportive and uplifting network of employees to promote the cultural diversity of the Latinx/é community and aid in the professional development of its members in line with Lattice’s mission of ‘Better Together’.*\n\n- ***Obsidian*** *celebrates, amplifies, and supports the professional and personal journeys of the Black community at Lattice. Through community building, storytelling, and collaboration, we strive to create a more inclusive workplace.*\n\n- ***PRIDE*** *promotes an affirmation of the unique intersectionality of identities that make up the LGBTQIA+ individuals at Lattice. Through education, professional development, workplace collaboration, mentorship, and community outreach we strive to foster an inclusive environment for our LGBTQIA+ Latticians, allies, and surrounding communities.*\n\n- ***Thrive*** *drives inclusive accountability for Latticians to have equal access and opportunity to succeed in the workplace through community engagement, educational awareness, and establishing business best practices rooted in accessibility for all.*\n\n- ***Women at Lattice*** *advances the professional development and empowerment of women at Lattice through education, mentorship, and cross-functional connection, with the ultimate goal of building a more inclusive workplace.*\n\n- ***Yachad*** *fosters a vibrant and safe community for Jewish people at Lattice by educating individuals curious about the history and values of Judaism and hosting events around Jewish holidays, traditions, and culture*","2026-04-16T19:06:50.160Z","2026-04-16T20:51:11.630Z","3c7d05e9-1bc0-4be2-9e3a-e3b5ddbf98c6",[],[],[],"Announcing Chezie","announcing-chezie-chezie-2","You don’t need to reinvent the wheel. We’ve created easy-to-use templates to announce Chezie to your employees. For an initial launch or for a re-launch, we suggest touching people in multiple channels - primarily email and Slack/Teams.\n\n## To employees\n\n### **Email Announcement - 2 weeks from launch**\n\n**SUBJECT:**\n\nAnnouncing our new <INSERT COMPANY NAME> ERG Portal!\n\n**BODY:**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb11-b54f-7f43-a20e-2b4e39e34aca.png)\n\nWe have exciting news!\n\nThe Diversity, Equity, and Inclusion team is partnering with Chezie to launch our new ERG Portal. Our ERGs exist to provide community for our employees and build a sense of belonging.\n\nOur new ERG platform will allow you to self-subscribe to your ERG (or ERGs 😉) of choice and sign up for upcoming events.\n\nThe new ERG Portal will go live on <insert confirmed launch date>. We are extremely excited about this partnership and hope that it will help you find your community here at <INSERT COMPANY NAME>.\n\nSincerely,\n\nThe DEI Team\n\n### **ERG Channel Slack/Teams Announcement - 2 weeks before launch**\n\n@here 📢\n\nWe have some exciting news. In 2 weeks, we’ll be launching our new ERG portal, **Chezie**. Chezie will allow you to self-subscribe to your ERG (or ERGs 😉) of choice and sign up fro any upcoming events.\n\nChezie goes live on <insert launch date>! Stay tuned for more updates.\n\nLet us know if you have any questions! 🎉 🎊\n\n### **Email Announcement - Launch Day**\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb13-04cd-79fd-a0ec-4a4eba31c954.png)\n\n**SUBJECT:**\n\nWE ARE LIVE! Our new ERG Management Platform\n\n**BODY:**\n\n**Today’s the day!**\n\nToday is the day! The <INSERT COMPANY NAME> team has officially launched our new Employee Resource Group (ERG) platform to serve as a one-stop-shop. To make it easy, simply click on the name of the Group below that you’re interested in joining, and you’ll be taken directly to the join form for that group.\n\nOur ERGs\n\n1. **ERG 1** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n2. **ERG 2** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n3. **ERG 3** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n4. **ERG 4** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n5. **ERG 5** - <insert link> - <insert Group’s mission statement>.\n\nFeel free to reach out to our DEI if you have any questions. Be on the lookout for more exciting features coming soon!\n\nBest,\n\n<INSERT COMPANY NAME> DEI Team\n\n### **ERG Channel Slack/Teams Announcement - Launch Day**\n\n@here 📢\n\nToday is the day! The DEI Team has officially launched our new <INSERT COMPANY NAME> ERG Portal to serve as a one-stop-shop, interactive experience for our ERGs. To join, pick the Group(s) that you’re interested in joining from the links below!\n\n1. **ERG 1** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n2. **ERG 2** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n3. **ERG 3** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n4. **ERG 4** - \\*\\*\\*\\*<insert link> - <insert Group’s mission statement>.\n\n5. **ERG 5** - <insert link> - <insert Group’s mission statement>.\n\nTo browse all of our ERGs at once, you can launch the platform by going here: [**https://chezie.app/login/\\*\\*companyname\\*\\***](https://chezie.app/login/**companyname**)\n\nLet us know if you have any questions! 🎉 🎊\n\n## To ERG leaders\n\n![](https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0194fb21-824c-7b9a-ac7b-a8cfbc0a1c1d.png)\n\nHi ERG Leaders!\n\nAs some of you know, we are soon launching our ERG portal in partnership with [Chezie](https://www.notion.so/0dc6d2f766b8436c9e6138b80c1e9ee2?pvs=21).\n\nWith Chezie, everyone at \n\n1. **Membership** - No more manual work updating distro lists or adding people to Slack/Teams.\n\n Your members have an easy-to-use portal for learning more about and joining your ERG. Upon joining, they are automatically added to your Slack/Teams channel and sent a welcome email.\n\n2. **Events** - Resources for brainstorming event ideas, scheduling events, and tracking RSVPs and attendance.\n\n With Chezie, you’ll have access to a library of event ideas from the Chezie team and from other companies. You’ll also have a set process for scheduling events and getting approval from us as a DEI team, internal comms, and anyone else that’s involved in the process. Lastly, all of the RSVPs and attendance for the events are tracked so you can see which members are most engaged.\n\n3. **Budget** - Ditch the spreadsheets!\n\n Chezie has a built-in budget tracking system so you can enter expenses and see how much budget you have left for the year. You’ll also be able to see your spending by category (i.e. swag, speakers, food, etc.) and upload receipts.\n\nLastly, you’ll also have access to a set of reusable templates and Chezie’s ERG leader community where you can network with Leads from other companies.\n\nWe are set to launch on <insert confirmed launch date>. If you have any questions, reach out to <insert name> at <insert email>.","2026-04-16T19:06:49.244Z","2026-04-17T16:26:25.043Z","59de4523-53e6-4b30-a8f9-a4b8f97f28cb",[],[],[],"2026 Platform Migration Hub","2026-platform-migration-hub","Everything you need to know about our upcoming Platform Migration","lightbulb","2026-04-16T14:52:41.918Z","2026-04-16T15:01:55.977Z","6ca5168a-b8b5-4175-8fe9-4ca238467e70",[1641,1642],[],{"_82":1652,"_101":1653,"_111":-5,"_112":1654,"_114":1638,"_115":-5,"_116":1655,"_118":1656,"_22":1657,"_24":25,"_121":1658,"_123":-5,"_124":1659,"_126":1660},{"_82":1643,"_101":1644,"_111":-5,"_112":1645,"_114":1638,"_115":-5,"_116":1646,"_118":1647,"_22":1648,"_24":25,"_121":1649,"_123":-5,"_124":1650,"_126":1651},"Overview","overview","Chezie is upgrading to a new platform foundation this spring!\n\nOver the last few years, Chezie has grown quickly, and we’ve reached a point where we need to invest in a stronger foundation to meet our customers' demands. This upgrade gives us the ability to improve performance and reliability, ship new features faster, and support more types of internal communities over time, not just ERGs.\n\nThis is a full platform migration, but for most users, the experience should still feel familiar. The goal here is not to force everyone to learn a completely new tool. It’s to move Chezie onto infrastructure that is more stable, more scalable, and better suited for where the product is going.\n\n---\n\n# What’s new?\n\nHere’s a quick rundown of some of the improvements that are coming with this migration:\n\n## **1. Teams - Support for multiple types of communities**\n\n![Events - Invites Tab.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F7eb34936-4ce2-4ca4-a3ed-1044605aeef9.png?alt=media)\n\nChezie will no longer be limited to ERGs alone (though we will 100% continue to support ERGs). You’ll be able to manage different types of internal communities (for example: ERGs, interest-based groups, location-based groups, or other programs) within a single platform, with clearer structure and permissions.\n\n## **2. Improved events and engagement workflows**\n\n![Events - Invites Tab.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F44feb567-7898-43fe-afe5-221ff5cf0818.png?alt=media)\n\nWe’re making meaningful improvements to events, including better invite management, more flexible event setup (including hybrid events!), and improved visibility into participation and engagement.\n\n## **3. Faster performance and a more reliable foundation**\n\n![CleanShot 2026-04-13 at 13.34.31@2x.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2F9bac3d8d-37c5-4605-8179-f4db4c7e7789.png?alt=media)\n\nPages will load faster, exports will be more consistent, and the overall experience will feel smoother and more predictable. This foundation also allows us to move faster on reporting, approvals, and analytics going forward.\n\n# Migration Timeline\n\nWe’ve already started communicating about the platform upgrade and what customers can expect.\n\n![CleanShot 2026-04-08 at 14.01.11@2x.png](https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-chezie-wg8g5%2Fknowledge-base%2Fba7c2c5f-20da-4772-bb14-41a3cce75c8c.png?alt=media)\n\n> ***💡 Customers will be migrated in phases, and each organization will receive its own migration window in advance.***\n\n## March-April 2026 (Done ✅)\n\nWe began sharing early updates with customers and IT teams about the upcoming Chezie platform migration, including what’s changing at a high level and which integrations will need to be reconnected later in the process.\n\n## Early May 2026 (In Progress)\n\nWe expect to begin with a small beta group of customers. The purpose of this phase is to validate data migration, integration reconnection, core workflows, and overall platform reliability before broader rollout.\n\n## Mid-to-late May 2026\n\nWe expect to begin broader customer migrations in phases. Each customer will receive a specific migration window, along with more detailed instructions for admins and IT teams.\n\n## Late May / Early June 2026\n\nMost standard customer migrations are expected to be complete by this point, with any remaining edge cases or custom integrations handled separately.\n\nExact dates will be updated once our internal testing and beta testing commence. We’ll continue updating this page as the rollout plan becomes more concrete.\n\n---\n\n# What Admins and IT Teams Need to Do\n\nThe goal is to make this migration as predictable and low-effort as possible. There’s nothing most customers need to do right away, but there are a few things to be aware of.\n\n## For Company Admins / ERG Owners\n\nYou should:\n\n- Keep an eye out for your migration window and any customer-specific instructions\n- Make sure the right IT contact is looped in for setup work if your organization uses SSO or calendar/video integrations\n- Review any updates we share about sign-in links, timing, or known migration-day changes\n\nIf your organization uses custom integrations, we’ll reach out directly with more specific guidance.\n\n## For IT Teams\n\nMost customers will need IT involvement to reconnect the following in the new environment:\n\n- Single Sign-On (SSO), which will migrate to SAML\n- Calendar integration, either Google or Microsoft\n- Video meeting integration, such as Zoom or Webex if used (MS Teams and Google Meet are handled with the Calendar integrations, so they do not need to be re-connected separately)\n\n**Your HRIS integration does not need to be migrated** and requires no action as part of this transition.\n\nWe’re still finalizing a few migration steps through beta testing, so we’re intentionally holding off on publishing detailed integration setup guides until those flows are validated. Before your migration window, we’ll share the exact instructions your team needs.\n\n---\n\n# What Changes During Migration\n\nEach customer will be notified individually about their migration window. When your migration window arrives, there are a few practical changes to expect.\n\n## 1. Your sign-in URL will change\n\nCustomers will receive a new sign-in URL for the new Chezie environment\n\nEx: chezie.app/***company*** → [***company***.chezie.io](http://company.chezie.app)\n\n## 2. Group URLs will change\n\nLinks to specific groups in Chezie will also change as part of the migration.\n\nEx: chezie.app/***company/groupid*** → ***company***.chezie.io/***groupid***\n\n## 3. Some technical setup may happen during or around your migration window\n\nIf your organization uses SSO, calendar, or video integrations, your IT team may need to complete reconnection steps in the new environment before the migration is fully complete. We’ll share customer-specific instructions ahead of time.\n\n## 4. There will be a cutoff date for events\n\nWe are still finalizing a few migration details through internal and beta testing, but one known area we’re evaluating closely is how legacy events behave after migration. We’ll share customer-specific guidance in advance if any limitations apply to events created before your migration window.\n\nPlease note that each customer will receive a hard deadline to create events on the current Chezie platform. After that date, events will no longer be editable from within Chezie (but you can still edit them directly in your service account calendar, if need be).","2026-04-16T14:50:51.044Z","2026-06-10T14:47:01.970Z","a46adb27-f74b-4885-b67e-a39114dc95d7",[],[],[],"FAQs","faqs","## Why is Chezie making this change?\n\nWe’ve outgrown the infrastructure Chezie was originally built on. This upgrade gives us a stronger foundation for performance, reliability, and future product development. It also helps us support more types of internal communities over time.\n\n## Will the platform look completely different?\n\nNo. The platform should still feel largely familiar. This is primarily a foundation upgrade, not a full reinvention of the user experience.\n\n## **Will there be downtime?**\n\nOur goal is to make the transition as seamless as possible by deactivating customer’s old platforms and activating new ones in sync. However, this will be confirmed during internal and beta testing. More details on timing and exact downtime will be shared as we perform this testing.\n\nAs of now, no downtime is anticipated, as this is a new application launch. The transition will happen simultaneously — the new app will be enabled and the old one disabled over the weekend. If testing reveals that any migration downtime becomes necessary, we will notify you in advance.\n\n## Will our data be migrated?\n\nYes. The migration includes customer data such as members, groups, event history, budgets, communications, and related records. Data validation is one of the main goals of our testing and rollout process.\n\n## Will we need to reconnect integrations?\n\nMost customers will need to reconnect SSO, calendar, and video meeting integrations in the new environment. HRIS integrations do not need to be migrated.\n\n## Does IT need to be involved?\n\n**Yes.** We’ll need to work with your IT team to reconnect integrations in the new environment and support any setup or validation steps during migration. Please have your IT partners connect directly with us during the migration window so we can coordinate with them in real time.\n\n## Does our HRIS integration need to be migrated?\n\nNo. HRIS integrations do not require action as part of this migration.\n\n## Will our login URL change?\n\nYes. Your sign-in URL will change as part of the migration, and group URLs will change as well.\n\n## How will we know when it’s our turn to migrate?\n\nWe’ll contact your team directly with your migration window and any required next steps before your migration begins.\n\n## Are the dates final?\n\nNot yet. We’re still finalizing details through internal testing and beta testing. This page will be updated as dates become more concrete, and each customer will receive direct communication ahead of their migration window.\n\n## What if our company uses a custom integration?\n\nWe’ll communicate directly with customers using custom integrations or edge-case setups, since those may require a slightly different migration path.\n\n## What support will be available during migration?\n\nWe’ll share customer-specific instructions ahead of your migration window, including what admins and IT teams need to do and who to contact with questions. We’re holding off on publishing detailed setup guides until those flows are validated through beta testing.\n\n## What attributes are required in the SAML assertion?\n\nOnly three attributes are needed: first name, last name, and email. These should match the configuration of your existing SAML application.\n\n## Will SSO be tested in both non-production and production environments?\n\nTesting will be conducted in the production environment. However, access to the new platform will be restricted to admins only until it is fully opened to the rest of the company.\n\n## Will we use the same SAML URLs\n\nTo access the new app, you will have to use the metadata and ACS URLs from this [documentation](https://docs.chezie.co/docs/integrations/saml-sso-chezie-2026-migration)\n\nThe default relay state will change to \\[companyname\\].chezie.io.\n\n## Which SAML attributes will Okta pass, and what values should they contain?\n\nThe attributes you are currently passing are sufficient and will be the same.\n\n## Will the SAML assertion and response be signed?\n\nYes, both assertion and response will be 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