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","2026-06-23T18:29:21.063Z","2026-06-23T18:29:44.937Z","56a1440c-f469-4c61-9e42-cb570db9b115",[],[],"Reporting","reporting-3","trending-up","2026-06-22T16:51:28.665Z","2026-06-22T16:55:54.720Z","09b5e1a1-cd20-4f62-ba82-1f0926e193c3",1,[358],[],{"_82":359,"_97":360,"_115":-5,"_116":361,"_118":354,"_119":94,"_120":362,"_122":362,"_22":363,"_24":25,"_125":364,"_127":365},"Metrics in Chezie","metrics-in-chezie","### 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","2026-06-23T18:05:09.535Z","35ab3d38-1de2-4a24-940a-cb275f02c719",[],[],"Managing Groups","managing-groups-2","users","2026-06-22T16:51:19.868Z","2026-06-22T16:55:08.696Z","110c583d-e41c-4084-9203-68b9adca895a",15,[375,376,377,378,379,380,381,382,383,384,385,386,387,388,389],[],{"_82":488,"_97":489,"_115":-5,"_116":490,"_118":371,"_119":94,"_120":491,"_122":491,"_22":492,"_24":25,"_125":493,"_127":494},{"_82":481,"_97":482,"_115":-5,"_116":483,"_118":371,"_119":94,"_120":484,"_122":484,"_22":485,"_24":25,"_125":486,"_127":487},{"_82":474,"_97":-5,"_115":-5,"_116":475,"_118":371,"_119":94,"_120":476,"_122":477,"_22":478,"_24":25,"_125":479,"_127":480},{"_82":467,"_97":-5,"_115":-5,"_116":468,"_118":371,"_119":94,"_120":469,"_122":470,"_22":471,"_24":25,"_125":472,"_127":473},{"_82":460,"_97":-5,"_115":-5,"_116":461,"_118":371,"_119":94,"_120":462,"_122":463,"_22":464,"_24":25,"_125":465,"_127":466},{"_82":453,"_97":-5,"_115":-5,"_116":454,"_118":371,"_119":94,"_120":455,"_122":456,"_22":457,"_24":25,"_125":458,"_127":459},{"_82":446,"_97":-5,"_115":-5,"_116":447,"_118":371,"_119":94,"_120":448,"_122":449,"_22":450,"_24":25,"_125":451,"_127":452},{"_82":439,"_97":-5,"_115":-5,"_116":440,"_118":371,"_119":94,"_120":441,"_122":442,"_22":443,"_24":25,"_125":444,"_127":445},{"_82":432,"_97":-5,"_115":-5,"_116":433,"_118":371,"_119":94,"_120":434,"_122":435,"_22":436,"_24":25,"_125":437,"_127":438},{"_82":425,"_97":-5,"_115":-5,"_116":426,"_118":371,"_119":94,"_120":427,"_122":428,"_22":429,"_24":25,"_125":430,"_127":431},{"_82":418,"_97":-5,"_115":-5,"_116":419,"_118":371,"_119":94,"_120":420,"_122":421,"_22":422,"_24":25,"_125":423,"_127":424},{"_82":411,"_97":-5,"_115":-5,"_116":412,"_118":371,"_119":94,"_120":413,"_122":414,"_22":415,"_24":25,"_125":416,"_127":417},{"_82":404,"_97":-5,"_115":-5,"_116":405,"_118":371,"_119":94,"_120":406,"_122":407,"_22":408,"_24":25,"_125":409,"_127":410},{"_82":397,"_97":-5,"_115":-5,"_116":398,"_118":371,"_119":94,"_120":399,"_122":400,"_22":401,"_24":25,"_125":402,"_127":403},{"_82":390,"_97":-5,"_115":-5,"_116":391,"_118":371,"_119":94,"_120":392,"_122":393,"_22":394,"_24":25,"_125":395,"_127":396},"Private Groups","### 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\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## 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\n3. Click on the slider/toggle so that it appears green. Once you’ve done this, your changes are automatically saved.","2026-06-23T18:04:15.424Z","2026-06-23T18:04:22.719Z","a9c77e44-5c27-4a9e-9bc4-b61a715ccc8f",[],[],"Join Forms","### 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## 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)\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)\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)\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)\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)\n\n7. Check your email for your exports, and you’re done!","2026-06-23T18:02:57.532Z","2026-06-23T18:03:32.098Z","845c6e4a-a8d0-4c44-ba2b-317365776e29",[],[],"Join a private group","### 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\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.","2026-06-23T18:02:12.171Z","2026-06-23T18:02:20.323Z","2f52fc01-e359-4c4e-9ca6-c6fbc91eeef1",[],[],"How to edit a cycle","### How to edit a cycle that already exists.\n\n1. Click on **Settings**.\n\n ![16.png](/api/knowledge-base/images/ee2e7c1e-37ee-474b-85d6-5d6f031cdfd7)\n\n2. Choose the Team of the cycle you want to edit.\n\n ![17.png](/api/knowledge-base/images/258a87e2-4ba2-4b6c-88aa-2b2963b98a33)\n\n3. Find the cycle you want to edit, click on the action icon, and select **Edit cycle**.\n\n ![23.png](/api/knowledge-base/images/a2fff2eb-9add-4170-b66f-0d573fcc1ade)\n\n4. Make the updates and click **Save changes** when done.\n\n ![24.png](/api/knowledge-base/images/7eba39f2-0c06-4e8d-90d7-8383da1b3a33)","2026-06-23T18:01:21.458Z","2026-06-29T17:36:03.184Z","40ee38f6-0d1b-4193-b35d-1467c5eda66f",[],[],"How to create a new Group ","### Learn the steps to create a new group.\n\nFollow these directions to create a new Group.\n\n1. From the homepage, click **SETTINGS**.\n\n ![25.png](/api/knowledge-base/images/5bc9f565-dd82-42a5-9dc6-ac8423b0e68c)\n\n2. Choose the team where the new group belongs.\n\n ![26.png](/api/knowledge-base/images/704193bb-e8cb-4a08-9aa9-7e1cd7d50ee3)\n\n3. Click **ADD NEW GROUP** and fill in the details.\n\n ![27.png](/api/knowledge-base/images/41d113c9-2679-48bd-8cc2-a8ae34ca2eb3)\n\n4. Click **CONTINUE**, upload your group's logo and banner, and click PUBLISH GROUP.\n\n ![29.png](/api/knowledge-base/images/05b0f9f5-4861-4ebc-8cc9-20e0dd422e87)\n\n ![30.png](/api/knowledge-base/images/1055a2f1-4bd8-49e1-86de-994469de84d4)\n\n5. Click **PUBLISH**.\n\n ![31.png](/api/knowledge-base/images/40bb9326-eeb0-4e3f-bdc0-1ec6b67d3f01)","2026-06-23T18:00:27.376Z","2026-06-29T18:44:09.432Z","24e2adc0-1968-40ab-8ec2-97ad80d5f5e3",[],[],"How to create a new cycle","### Learn how to create a new Cycle in Chezie\n\n1. Click on **Settings.**\n\n ![16.png](/api/knowledge-base/images/d5483477-37c1-4127-ba24-4e5578d9d5df)\n\n2. Choose the Team you are creating the cycle for.\n\n ![17.png](/api/knowledge-base/images/664a2639-cacc-4e16-a20b-245a49a8eca3)\n\n3. Click on **Create Cycle.**\n\n ![18.png](/api/knowledge-base/images/b4fef7ec-b0d5-4daf-84c0-52cf281e02d0)\n\n4. Fill in the details of this cycle.\n\n ![19.png](/api/knowledge-base/images/5ed2735c-e80a-4844-9f23-3b4c9bad696a)\n\n5. Select the groups included in this cycle.\n\n ![20.png](/api/knowledge-base/images/7e6ee4f6-3bd6-471c-bccf-1550aa362aa7)\n\n6. Choose how to allocate the total budget.\n\n ![21.png](/api/knowledge-base/images/a25ff7f6-17df-4ad8-9a2d-d18ed92791a2)\n\n7. Click **Create Cycle**. If you'd like to make this cycle the default cycle, check the box.\n\n ![22.png](/api/knowledge-base/images/9f152615-3979-4553-9acb-aa4c72f97fa8)","2026-06-23T17:59:38.041Z","2026-06-29T17:27:26.064Z","8ff7e969-ed7a-464a-b69f-f02e6734d74a",[],[],"How to add or remove a member from a Group","### Discover how to add or remove members from your group.\n\n## Adding a member\n\n1. In Admin view, click on Members\n\n2. Click on Add member\n\n3. Select the Group you are trying to add the member to.\n\n4. Search for the person by name\n\n5. Click on Add member\n\n## Removing a member\n\n1. In Admin view, click on Members\n\n2. Find the member you are trying to remove and click the three dots next to the person's name\n\n3. Click on Remove member\n\n4. Click on Remove","2026-06-23T17:56:11.085Z","2026-06-23T17:56:26.159Z","c530c571-a4b6-40e3-9165-bb3bcaa10dde",[],[],"Export your Group membership list","### 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\n2. Click the **Export** button.\n\n## For admins\n\n1. Click the **Members** tab on the sidebar.\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- 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\n3. Click **Export** to export your list to .csv.","2026-06-23T17:55:20.421Z","2026-06-23T17:55:32.341Z","81a5278f-24f0-4c3b-81a9-3a938f5afc4e",[],[],"ERG Chapters, explained","### 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.","2026-06-23T17:54:16.887Z","2026-06-23T17:54:30.863Z","b28bd079-0e67-40e6-ae17-83ab21af34ad",[],[],"Cycles, explained","### 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\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.","2026-06-23T17:53:15.803Z","2026-06-23T17:53:28.160Z","52eff6af-33d4-4dcf-99fa-3eff61883ad5",[],[],"Customize your Group details","### 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\n2. Fill in the relevant information for your group.\n\n3. Make your desired changes and click **SAVE CHANGES**","2026-06-23T17:52:15.942Z","2026-06-23T17:52:26.541Z","f1d274d8-e215-4883-aef5-b909eb021594",[],[],"Customize your Account details","### Customize your account details for a personalized experience.\n\n1. Click on **SETTINGS** on the sidebar.\n\n2. Click **USER SETTINGS**.\n\n3. You can now edit your personal information - first name, last name, pronouns, job title, department, level, and office.\n\n4. Click **SAVE CHANGES**.","2026-06-23T17:51:14.033Z","2026-06-23T17:51:37.844Z","0eb0d635-95ec-4c5f-9c26-d51d9ca3294a",[],[],"Approve private group join requests","### 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\n2. Click on Settings\n\n3. Click on ERG group settings\n\n4. Go to the group that you want to approve requests for.\n\n5. Scroll to the bottom of the page and click on the menu icon.\n\n6. Click Accept request\n\n7. Click on Accept request (again).","2026-06-23T17:50:12.887Z","2026-06-23T17:50:29.882Z","e5009e68-3e9a-44ed-9b10-3f770e214cb1",[],[],"Admin permissions, explained","admin-permissions-explained","### 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.","2026-06-23T18:32:02.722Z","e6adcaa2-18b1-439a-bd8c-3234ca26e575",[],[],"Add a new resource","add-a-new-resource","### 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```","2026-06-23T17:47:04.468Z","546b275a-b642-43cb-b200-5b6e5e439f46",[],[],"Goals","goals-2","An overview of the entire process of creating and managing goals in Chezie.\n\nWhat’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.","star","2026-06-22T16:50:59.528Z","2026-06-22T19:37:58.022Z","44921c6b-f762-454c-8add-b226391b8cb9",3,[505,506,507],[],{"_82":522,"_97":-5,"_115":-5,"_116":523,"_118":501,"_119":94,"_120":524,"_122":525,"_22":526,"_24":25,"_125":527,"_127":528},{"_82":515,"_97":-5,"_115":-5,"_116":516,"_118":501,"_119":94,"_120":517,"_122":518,"_22":519,"_24":25,"_125":520,"_127":521},{"_82":508,"_97":-5,"_115":-5,"_116":509,"_118":501,"_119":94,"_120":510,"_122":511,"_22":512,"_24":25,"_125":513,"_127":514},"How to edit a goal","### Instructions on how to edit a goal.\n\n1. Click **Goals**.\n\n ![25.png](/api/knowledge-base/images/5cb5b383-d700-4f3b-9928-fbc2744300ab)\n\n2. Select the goal you want to edit and click the action button next to it. Select **Goal Settings**.\n\n ![30.png](/api/knowledge-base/images/b346ad6b-238c-4251-8fe7-ba610971d64e)\n\n3. Make the updates and click **Save**.\n\n ![31.png](/api/knowledge-base/images/a4105d5c-1596-4cc7-acef-1f689aabf68f)","2026-06-22T19:36:17.468Z","2026-06-26T19:36:01.291Z","8c5d7fe3-4e70-40e9-a976-75f71f1f4d98",[],[],"How to delete a goal","### Guidance on how to delete a goal.\n\n1. From the Home Page, click ‘Goals’.\n\n ![25.png](/api/knowledge-base/images/1c61c6ed-a00b-43e3-82f3-7ea1416badb0)\n\n2. Look for the goal you want to delete. Click the action button next to it and select **Delete**.![32.png](/api/knowledge-base/images/5bc10199-68e1-41fd-8fa7-bf3fa46aedc6)\n\n3. If you choose to send a notification to the assigned member, check the box. Click **Delete** to confirm.\n\n ![33.png](/api/knowledge-base/images/136eace6-27dc-4969-89f7-36373fda7e8b)","2026-06-22T19:35:35.345Z","2026-06-26T19:45:48.349Z","73cf85cb-ae01-41a8-841a-fb09f8f2d992",[],[],"How to create a goal","### Step-by-step guide on how to create a goal in Chezie.\n\n1. Click **Goals**.\n\n ![25.png](/api/knowledge-base/images/b3b6af4b-c249-4ab9-b94e-5f8e72639b98)\n\n2. Select the group you are creating the goal/s for.\n\n ![26.png](/api/knowledge-base/images/0b041d32-ab21-4d42-b82a-90ecd4762e5d)\n\n3. Click **Add Goal**.\n\n ![27.png](/api/knowledge-base/images/d33940c1-a1c3-4965-8c49-18e29400e6d0)\n\n4. Enter your goal details. Add collaborating groups, if any.\n\n ![28.png](/api/knowledge-base/images/b7e971ee-db04-4bfd-a2dc-bdc34565925a)\n\n5. Click **Continue**.\n\n ![29.png](/api/knowledge-base/images/f0e65f1f-2d83-4137-bd8c-d79d54178225)","2026-06-22T19:34:18.776Z","2026-06-26T18:59:47.833Z","6442c40a-c97b-47d9-a3ca-89cb635a50a5",[],[],"FAQ","faq-2","help-circle","2026-06-22T16:50:13.191Z","2026-06-22T16:54:32.211Z","85da4001-62ec-40db-a676-96ecdd9af6d3",16,[538,539,540,541,542,543,544,545,546,547,548,549,550,551,552,553],[],{"_82":661,"_97":662,"_115":-5,"_116":663,"_118":534,"_119":94,"_120":664,"_122":664,"_22":665,"_24":25,"_125":666,"_127":667},{"_82":654,"_97":655,"_115":-5,"_116":656,"_118":534,"_119":94,"_120":657,"_122":657,"_22":658,"_24":25,"_125":659,"_127":660},{"_82":647,"_97":648,"_115":-5,"_116":649,"_118":534,"_119":94,"_120":650,"_122":650,"_22":651,"_24":25,"_125":652,"_127":653},{"_82":640,"_97":641,"_115":-5,"_116":642,"_118":534,"_119":94,"_120":643,"_122":643,"_22":644,"_24":25,"_125":645,"_127":646},{"_82":633,"_97":634,"_115":-5,"_116":635,"_118":534,"_119":94,"_120":636,"_122":636,"_22":637,"_24":25,"_125":638,"_127":639},{"_82":626,"_97":627,"_115":-5,"_116":628,"_118":534,"_119":94,"_120":629,"_122":629,"_22":630,"_24":25,"_125":631,"_127":632},{"_82":619,"_97":620,"_115":-5,"_116":621,"_118":534,"_119":94,"_120":622,"_122":622,"_22":623,"_24":25,"_125":624,"_127":625},{"_82":612,"_97":613,"_115":-5,"_116":614,"_118":534,"_119":94,"_120":615,"_122":615,"_22":616,"_24":25,"_125":617,"_127":618},{"_82":605,"_97":606,"_115":-5,"_116":607,"_118":534,"_119":94,"_120":608,"_122":608,"_22":609,"_24":25,"_125":610,"_127":611},{"_82":598,"_97":599,"_115":-5,"_116":600,"_118":534,"_119":94,"_120":601,"_122":601,"_22":602,"_24":25,"_125":603,"_127":604},{"_82":591,"_97":592,"_115":-5,"_116":593,"_118":534,"_119":94,"_120":594,"_122":594,"_22":595,"_24":25,"_125":596,"_127":597},{"_82":583,"_97":584,"_115":-5,"_116":585,"_118":534,"_119":94,"_120":586,"_122":587,"_22":588,"_24":25,"_125":589,"_127":590},{"_82":575,"_97":576,"_115":-5,"_116":577,"_118":534,"_119":94,"_120":578,"_122":579,"_22":580,"_24":25,"_125":581,"_127":582},{"_82":568,"_97":569,"_115":-5,"_116":570,"_118":534,"_119":94,"_120":571,"_122":571,"_22":572,"_24":25,"_125":573,"_127":574},{"_82":561,"_97":562,"_115":-5,"_116":563,"_118":534,"_119":94,"_120":564,"_122":564,"_22":565,"_24":25,"_125":566,"_127":567},{"_82":554,"_97":555,"_115":-5,"_116":556,"_118":534,"_119":94,"_120":557,"_122":557,"_22":558,"_24":25,"_125":559,"_127":560},"Why is the ‘Send’ button not working when sending out communications?","why-is-the-send-button-not-working-when-sending-out-communications-2","Make sure to select an audience in the ‘Audience’ tab before sending out your email/newsletter.","2026-06-22T19:33:44.660Z","58ac83df-9b4b-45fe-9216-d0931389534d",[],[],"Why do we need to set up SCIM and SAML?","why-do-we-need-to-set-up-scim-and-saml-2","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.","2026-06-22T19:32:52.448Z","ee279016-ddc1-465f-9a50-a7e630e3d575",[],[],"Why are applications permissions required for Microsoft Outlook and Calendar setup?","why-are-applications-permissions-required-for-microsoft-outlook-and-calendar-setup-2","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.","2026-06-22T19:30:41.657Z","a9347219-f12a-4079-9a22-da2c2a05cc8f",[],[],"Who receives the Welcome Email when a new member joins?","who-receives-the-welcome-email-when-a-new-member-joins-2","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.","2026-06-22T19:30:03.070Z","2026-06-22T19:30:16.694Z","bdd70f52-d00f-47da-bfcd-d4ae12b746af",[],[],"What is the character limit for event titles?","what-is-the-character-limit-for-event-titles-2","The character limit for event titles is 96 characters.","2026-06-22T19:29:13.896Z","2026-06-22T19:29:32.830Z","e3a05a25-61b1-487b-b4a9-5c8abe33e006",[],[],"What are the suggested dimensions for the logos and banners","what-are-the-suggested-dimensions-for-the-logos-and-banners","- Banners - 1280 x 260 px\n- Logos - 500 x 500 px","2026-06-22T19:26:05.745Z","1108222d-4c23-4177-9ca4-4ff117e3ae40",[],[],"Routing for multiple approvals?","routing-for-multiple-approvals-2","Unfortunately not yet, though this is something on our roadmap.","2026-06-22T18:54:58.671Z","4d162d59-e54a-4c5d-9937-b6b974d93b79",[],[],"Is there a new ERG application in Chezie?","is-there-a-new-erg-application-in-chezie-2","Also not (yet), but this is definitely something we’re looking into.","2026-06-22T18:53:46.012Z","9f2982ed-cce1-47f3-a80c-a961e3a0c6c9",[],[],"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-2","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.","2026-06-22T18:54:17.256Z","de285a0b-68e0-4aa4-aa18-24a92ae638f4",[],[],"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-2","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.","2026-06-22T18:52:46.407Z","68982d5a-45e9-4bfd-b425-f92137fa64ad",[],[],"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-2","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.","2026-06-22T18:46:10.500Z","5b94af68-be0f-4a16-ab09-276f124c5050",[],[],"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-2","The service account only manages events within its own calendar.","2026-06-22T18:45:33.620Z","09a1c91b-f24b-4225-b034-1952bc38b52e",[],[],"How can I update my in-group status within my ERG?","how-can-i-update-my-in-group-status-within-my-erg-2","Currently, the only way to update this is to leave and re-join the group.","2026-06-22T18:44:46.276Z","7b120253-9c2f-40d6-93a1-53b22506ac2e",[],[],"Can I customize the event invitation sender name to reflect the individual ERG names?","can-i-customize-the-event-invitation-sender-name-to-reflect-the-individual-erg-names-2","Unfortunately, no, this is not controlled by Chezie but by the service account that is used for the integration. We suggest putting the name of the ERG into the subject line to differentiate the invites.","2026-06-22T18:28:32.589Z","916808b3-9ad1-49ef-bfb4-3117d8d73e41",[],[],"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-2","Yes.","2026-06-22T18:27:49.472Z","4961f0b4-6706-41c8-b4e0-6960c22e3b61",[],[],"Are new members automatically added to upcoming events?","are-new-members-automatically-added-to-upcoming-events-2","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.","2026-06-22T18:27:15.179Z","83adea0a-58fa-4644-804b-6e23e970610e",[],[],"Expenses","expenses-2","dollar-sign","2026-06-22T16:50:03.834Z","2026-06-22T16:54:15.799Z","eeec998d-ba77-406c-95d5-e1ca1d5dfe4c",4,[677,678,679,680],[],{"_82":702,"_97":-5,"_115":-5,"_116":703,"_118":673,"_119":94,"_120":704,"_122":705,"_22":706,"_24":25,"_125":707,"_127":708},{"_82":695,"_97":-5,"_115":-5,"_116":696,"_118":673,"_119":94,"_120":697,"_122":698,"_22":699,"_24":25,"_125":700,"_127":701},{"_82":688,"_97":-5,"_115":-5,"_116":689,"_118":673,"_119":94,"_120":690,"_122":691,"_22":692,"_24":25,"_125":693,"_127":694},{"_82":681,"_97":-5,"_115":-5,"_116":682,"_118":673,"_119":94,"_120":683,"_122":684,"_22":685,"_24":25,"_125":686,"_127":687},"How to request approval for an expense","### How to request approval for an expense in Chezie.\n\n1. Go to **Budget**.\n\n ![1.png](/api/knowledge-base/images/a28cf3fb-5dfb-4ab0-8a24-2a234c9c87f6)\n\n2. Choose the group whose expense you are requesting approval for.\n\n ![7.png](/api/knowledge-base/images/501c6b96-d835-4c3d-a9d7-929326b5e1e2)\n\n3. Find the expense you want to request approval for. Click the three dots next to the expense.\n\n4. Click **request approval**\n\n5. Click the **request approval** button to send the request to your admin.","2026-06-22T17:58:34.620Z","2026-06-29T16:48:54.307Z","5af0a799-84f4-4ef3-98e7-811fe249e1d5",[],[],"How to edit an expense","### How to edit an expense in Chezie.\n\n1. Go to **Budget**.\n\n ![1.png](/api/knowledge-base/images/8fcaf330-0a85-4937-b3ad-7ede57d961a3)\n\n2. Choose the group who owns the transaction being edited.\n\n ![7.png](/api/knowledge-base/images/52814a8d-ef36-4d47-8960-449fd80e34de)\n\n3. Click the record you want to edit.\n\n ![8.png](/api/knowledge-base/images/d57a3638-8832-4c30-bb6f-8f34cebafa1d)\n\n4. Click **Edit Expense**.\n\n ![9.png](/api/knowledge-base/images/a6e38512-a90d-4f04-b55d-9322d4244240)\n\n5. Make the necessary updates. Click **Save Changes** when done.\n\n ![11.png](/api/knowledge-base/images/8756fefc-83be-4373-82e6-dd566ff116fd)","2026-06-22T17:57:35.088Z","2026-06-29T16:34:24.344Z","e07b0ed1-9f42-4934-a9a3-bf8ace20553c",[],[],"How to delete an expense","### How to delete an expense in Chezie\n\n1. Go to **Budget**.\n\n ![1.png](/api/knowledge-base/images/622ac7f5-84e9-4fb2-9deb-dcf9493d8d65)\n\n2. Choose the group whose budget expense entry you want to delete.\n\n ![7.png](/api/knowledge-base/images/232131aa-a086-4ad7-863f-543e17c82533)\n\n3. Search for the record you want to delete and click on the three dots.\n\n4. Click on **Cancel expense**.\n\n ![12.png](/api/knowledge-base/images/de5855d3-4229-48f0-b17c-19aa8edbbe0f)\n\n ![13.png](/api/knowledge-base/images/e29c7ad1-9f44-48cc-9e3c-910fa25712a8)\n\n5. You can also opt to delete the expense entry after cancellation.\n\n ![14.png](/api/knowledge-base/images/028d54b0-6469-436e-b92e-14d4fd7c2064)\n\n ![15.png](/api/knowledge-base/images/9a6283d6-07a0-491b-b6de-00a5dcd910a0)","2026-06-22T17:56:46.862Z","2026-06-29T16:42:47.546Z","cc520424-ec71-40a3-8a41-1e77be3626ea",[],[],"How to create an expense","### How to create an expense item in Chezie.\n\n1. Go to **Budget**.\n\n ![1.png](/api/knowledge-base/images/c7306f52-d36d-46c2-8206-736e4ce0d727)\n\n2. Select the group you are entering the expense for.\n\n ![7.png](/api/knowledge-base/images/03bd5297-7a2c-4c79-9de2-28ea40a35119)\n\n3. Click **Add Transaction**.\n\n ![2.png](/api/knowledge-base/images/297a4234-493f-45d8-aec5-7b61cebd2d44)\n\n4. Enter the expense details.\n\n ![3.png](/api/knowledge-base/images/0098e03c-43fb-4b4a-8c2a-1e922069c3df)\n\n5. If the expense is for an event, click **Yes** and link the event.\n\n ![5.png](/api/knowledge-base/images/9586c44a-42b0-40ff-8b3a-6ac13613d50d)\n\n6. If this expense is being split with another group, assign it here.\n\n ![6.png](/api/knowledge-base/images/546b4b7f-c74f-4536-b6f1-c2100cb029d8)\n\n7. Click **Create Expense**.\n\n ![4.png](/api/knowledge-base/images/629cc845-dcd3-43b9-bbe9-d78f98796324)","2026-06-22T17:55:57.842Z","2026-06-29T16:29:07.764Z","c6b192af-5f94-43e7-afef-e1011c32192c",[],[],"Events","calendar","2026-06-22T16:49:40.755Z","2026-06-22T16:54:03.521Z","dc0ddc58-2a29-4d77-8bef-4f9791381d07",19,[717,718,719,720,721,722,723,724,725,726,727,728,729,730,731,732,733,734,735],[],{"_82":96,"_97":-5,"_115":-5,"_116":862,"_118":713,"_119":94,"_120":863,"_122":864,"_22":95,"_24":25,"_125":865,"_127":866},{"_82":855,"_97":-5,"_115":-5,"_116":856,"_118":713,"_119":94,"_120":857,"_122":858,"_22":859,"_24":25,"_125":860,"_127":861},{"_82":848,"_97":-5,"_115":-5,"_116":849,"_118":713,"_119":94,"_120":850,"_122":851,"_22":852,"_24":25,"_125":853,"_127":854},{"_82":841,"_97":842,"_115":-5,"_116":843,"_118":713,"_119":94,"_120":844,"_122":844,"_22":845,"_24":25,"_125":846,"_127":847},{"_82":834,"_97":835,"_115":-5,"_116":836,"_118":713,"_119":94,"_120":837,"_122":837,"_22":838,"_24":25,"_125":839,"_127":840},{"_82":827,"_97":-5,"_115":-5,"_116":828,"_118":713,"_119":94,"_120":829,"_122":830,"_22":831,"_24":25,"_125":832,"_127":833},{"_82":820,"_97":-5,"_115":-5,"_116":821,"_118":713,"_119":94,"_120":822,"_122":823,"_22":824,"_24":25,"_125":825,"_127":826},{"_82":813,"_97":-5,"_115":-5,"_116":814,"_118":713,"_119":94,"_120":815,"_122":816,"_22":817,"_24":25,"_125":818,"_127":819},{"_82":806,"_97":-5,"_115":-5,"_116":807,"_118":713,"_119":94,"_120":808,"_122":809,"_22":810,"_24":25,"_125":811,"_127":812},{"_82":799,"_97":-5,"_115":-5,"_116":800,"_118":713,"_119":94,"_120":801,"_122":802,"_22":803,"_24":25,"_125":804,"_127":805},{"_82":792,"_97":-5,"_115":-5,"_116":793,"_118":713,"_119":94,"_120":794,"_122":795,"_22":796,"_24":25,"_125":797,"_127":798},{"_82":785,"_97":-5,"_115":-5,"_116":786,"_118":713,"_119":94,"_120":787,"_122":788,"_22":789,"_24":25,"_125":790,"_127":791},{"_82":778,"_97":-5,"_115":-5,"_116":779,"_118":713,"_119":94,"_120":780,"_122":781,"_22":782,"_24":25,"_125":783,"_127":784},{"_82":771,"_97":-5,"_115":-5,"_116":772,"_118":713,"_119":94,"_120":773,"_122":774,"_22":775,"_24":25,"_125":776,"_127":777},{"_82":764,"_97":-5,"_115":-5,"_116":765,"_118":713,"_119":94,"_120":766,"_122":767,"_22":768,"_24":25,"_125":769,"_127":770},{"_82":757,"_97":-5,"_115":-5,"_116":758,"_118":713,"_119":94,"_120":759,"_122":760,"_22":761,"_24":25,"_125":762,"_127":763},{"_82":750,"_97":-5,"_115":-5,"_116":751,"_118":713,"_119":94,"_120":752,"_122":753,"_22":754,"_24":25,"_125":755,"_127":756},{"_82":743,"_97":744,"_115":-5,"_116":745,"_118":713,"_119":94,"_120":746,"_122":746,"_22":747,"_24":25,"_125":748,"_127":749},{"_82":736,"_97":-5,"_115":-5,"_116":737,"_118":713,"_119":94,"_120":738,"_122":739,"_22":740,"_24":25,"_125":741,"_127":742},"Viewing RSVPs or Attendees for your event","### 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\n4. Click the Analytics tab\n\n5. Find the RSVPs section\n\n6. Click the ***Click here to refresh RSVPs*** button\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\n4. Click the Analytics tab\n\n5. Find the RSVPs section\n\n6. Click the ***Click here to refresh Attendance*** button","2026-06-22T17:54:49.169Z","2026-06-22T17:55:08.643Z","621308ab-66a1-42e1-873f-5a66a05e31b9",[],[],"Types of event statuses","types-of-event-statuses","### 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.","2026-06-22T17:50:31.040Z","399f754c-bd44-463d-a05a-b5b74160b252",[],[],"The event scheduling process, explained","### 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.","2026-06-22T17:49:28.722Z","2026-06-22T17:49:35.688Z","c7860132-c386-4e89-945d-d48a6210aa45",[],[],"How to use your company’s Host Key in a Zoom meeting","ERG 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)","2026-06-22T17:48:47.213Z","2026-06-22T17:48:53.295Z","be0fd1fb-6854-428d-96ca-04dee6fb49af",[],[],"How to upload attendance for a past event","### 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\n3. Click the three dots next to the event you want to upload attendance for.\n\n4. Click on Upload attendance.\n\n5. Drop the files that you wish to upload into the popup.\n\n6. Click on Upload attendance.\n\n7. Once your attendance is uploaded, you'll get a notification that the report is ready.","2026-06-22T17:47:46.856Z","2026-06-22T17:47:58.924Z","631b85ed-f20f-4e88-9896-f5f863881fca",[],[],"How to update an event","### How to update an existing calendar invite with the option to deliver the notifications quietly\n\n1. Go to **Events**.\n\n ![18.png](/api/knowledge-base/images/d23393fc-69a4-42bc-8467-8dee0a3007d6)\n\n2. Choose the host of the event.\n\n ![19.png](/api/knowledge-base/images/a1fb4603-1d2d-4847-bd7b-e1ce47dd24f3)\n\n3. Click the event you want to edit.\n\n ![20.png](/api/knowledge-base/images/aa7014dc-b864-4430-be69-8c35dbb071bd)\n\n4. Update the event.\n\n ![22.png](/api/knowledge-base/images/3e13bb4d-76e6-4d79-a7f4-04a7174f64db)\n\n5. Click **Update**.\n\n ![23.png](/api/knowledge-base/images/84bf35f2-165e-45db-b58f-226c04f94d73)\n\n6. Choose your notification setting for the update/s made.\n\n ![24.png](/api/knowledge-base/images/45bd9e08-8c3b-4277-a0bf-ddcd972930d9)","2026-06-22T17:46:49.753Z","2026-06-26T17:58:36.180Z","ee7e48c0-dc54-4261-8ad8-aced31225954",[],[],"How to schedule a new event","### 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\n1. Click on **Events**.\n\n ![p.png](/api/knowledge-base/images/c3e54f44-b4c1-444f-80bb-b14afbecb085)\n2. Choose your **Team** and/or **Group**.\n\n ![q.png](/api/knowledge-base/images/c5114dda-b7a0-4c39-b03f-9c9cdd9a7b1f)\n3. Click **New Event**.\n\n ![r.png](/api/knowledge-base/images/4ded84f8-020c-4f46-8d1d-f9260c66fc3c)\n4. Add your event details.\n\n ![s.png](/api/knowledge-base/images/66ece815-156a-482f-8388-0def0a5caa71)\n\n ![t.png](/api/knowledge-base/images/2ceaa004-cee1-450b-a48e-da8340c0ccbe)\n\n ![u.png](/api/knowledge-base/images/f3118d5a-5db1-4050-8030-1c2d7ba1d3bc)\n\n ![v.png](/api/knowledge-base/images/b0c4ccc8-8f29-499f-be83-285dfd4a3e32)\n5. Select in-person or virtual for your meeting location. \n\n If in person, enter a location.\n\n ![x.png](/api/knowledge-base/images/3bcc8c3a-fd85-45c7-ad00-c5451a251910)\n\n If virtual, select a meeting platform and an account from the dropdown.\n\n ![z.png](/api/knowledge-base/images/344b9327-5f2b-4040-9ea4-55914dbe1cfc)\n6. Click on **Add Invitees**.\n\n ![z2.png](/api/knowledge-base/images/c583cb5e-6780-431d-a78e-0304489651cd)\n\n ![z4.png](/api/knowledge-base/images/a71aaf5c-2c2b-43f0-befc-25fc1ecc9cc2)\n\n ![z5.png](/api/knowledge-base/images/c55d5081-57e2-49d2-94ea-0285b56cf67d)\n7. Click **Save as Draft**.\n\n ![z6.png](/api/knowledge-base/images/288ad60e-9a8d-4cb9-8e44-a5da3f3e96f2)\n8. Once ready, submit the event for approval.","2026-06-22T17:45:43.451Z","2026-06-25T21:12:31.704Z","616b4db8-3f60-441d-bd93-65d6443e22ef",[],[],"How to request approval for an event","### 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\n5. Click the Request approval button and your admins will receive an email notification!","2026-06-22T17:43:38.826Z","2026-06-22T17:43:47.475Z","f61cfb1f-7221-48f1-a7dc-42f76fcd233a",[],[],"How to get your meeting room links when scheduling new events","### 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)","2026-06-22T17:42:44.383Z","2026-06-22T17:43:06.584Z","22b67b5b-c394-4804-a730-be5caf744f1d",[],[],"How to get a QR code for an Event","### How to get a QR code for your events.\n\n1. Click on **Events** and choose the event you want to share.\n\n ![50.png](/api/knowledge-base/images/48c6d0a3-f671-4b16-8de2-a8b86825d222)\n\n2. Click **Event Actions.**\n\n ![51.png](/api/knowledge-base/images/b785404a-3f43-407a-b5ea-c933bca18ee7)\n\n3. Under **Share event**, click **Download QR code**. Check your downloads folder for the QR code.\n\n ![52.png](/api/knowledge-base/images/47a108de-cd3e-478f-9405-0d7e80d044c1)","2026-06-22T17:39:41.573Z","2026-06-29T14:30:10.722Z","a0dec1ae-9abd-4e53-b4d4-63a8a351e79f",[],[],"How to get an attendance report","### 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)","2026-06-22T17:40:41.299Z","2026-06-22T17:41:10.533Z","f6a5a4a2-960f-43aa-ac99-838051cf7507",[],[],"How to duplicate events","### 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\n3. Click on the three dots next to the event you want to duplicate\n\n4. Click on Duplicate event\n\n5. That’s it!","2026-06-22T17:38:43.628Z","2026-06-22T17:38:55.782Z","ffbdfcbe-eb26-4d66-863b-cbf4f2f787fe",[],[],"How to disable the event approval requirement","### How to disable the event approval requirement so Leads can approve their own events.\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. Go to **Settings**.\n\n ![47.png](/api/knowledge-base/images/74e79e91-007f-471c-be9e-ad98f1345cd2)\n\n2. Choose the team you want to enable/disable the event approval requirement for.\n\n ![48.png](/api/knowledge-base/images/13caf9a2-c35b-46aa-87ee-9bf98e3a75eb)\n\n3. Toggle the “Events need to be approved first” button to turn it on/off.\n\n ![49.png](/api/knowledge-base/images/a76f3970-4935-45c6-808b-8ee7c12dbe76)","2026-06-22T17:37:22.139Z","2026-06-29T14:21:57.168Z","ee1477c4-0e65-421e-a863-f684a6ff8c43",[],[],"How to copy an event’s landing page URL","### Quickly copy and share event landing page URLs for enhanced event promotion.\n\nEasily copy the URL for an event so you can share it with your members. Here’s how:\n\n1. From the Event page, click the event you want to share.\n\n ![44.png](/api/knowledge-base/images/9996f3c0-efc7-4650-a7ea-554c3a5a8ca4)\n\n2. Click on Event Actions.\n\n ![45.png](/api/knowledge-base/images/7ca01206-229f-4af5-b0bb-da0152aef445)\n\n3. Under **Share event**, click on **Copy link**.\n\n ![46.png](/api/knowledge-base/images/a18a4390-4899-4005-8834-eb44c88824b5)","2026-06-22T17:32:06.374Z","2026-06-29T14:31:05.515Z","6e048be8-8b8e-442b-8958-42e7b2978e68",[],[],"How time zones work in Chezie","how-time-zones-work-in-chezie","### 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.","2026-06-22T17:31:23.580Z","e7da5b95-f48b-4dbd-8420-1336baea0d84",[],[],"How Event Surveys work in Chezie","how-event-surveys-work-in-chezie","### 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 [support@chezie.co](mailto:support@chezie.co) \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 or submit feature requests at* [*support@chezie.co*](mailto:support@chezie.co)","2026-06-22T17:30:33.538Z","50874142-6f20-4f55-8226-c0caf16fe811",[],[],"Event NPS, explained","### 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\n2. **Single BRG** view - shows you the cumulative NPS score for all survey responses for events that the selected BRG has hosted\n\n3. **Single Event** view - shows you the NPS score for all survey responses for the selected event","2026-06-22T17:15:04.080Z","2026-06-22T17:15:23.083Z","a4658938-7710-45b3-b125-ad9a1dc90d53",[],[],"Event invitee options, explained ","### All of the different options for inviting groups in Chezie.\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.","2026-06-22T17:14:05.076Z","2026-06-22T17:14:14.516Z","019a8463-48f6-4d3a-b791-c46dc7095569",[],[],"### Explanation for all of the advanced options for your events.\n\n## Scheduled invites\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\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.","2026-06-22T17:13:17.945Z","2026-06-22T17:13:24.616Z",[],[],"phone","2026-06-22T16:49:32.425Z","2026-06-22T16:53:33.740Z",[872,873,874],[],{"_82":882,"_97":-5,"_115":-5,"_116":883,"_118":110,"_119":94,"_120":884,"_122":885,"_22":886,"_24":25,"_125":887,"_127":888},{"_82":102,"_97":-5,"_115":-5,"_116":877,"_118":110,"_119":94,"_120":878,"_122":879,"_22":101,"_24":25,"_125":880,"_127":881},{"_82":114,"_97":-5,"_115":-5,"_116":117,"_118":110,"_119":94,"_120":121,"_122":123,"_22":113,"_24":25,"_125":875,"_127":876},[],[],"### 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. Click on **Communications**.\n\n ![e.png](/api/knowledge-base/images/d50af9fd-929f-4eda-ab61-59964a9eec7a)\n\n2. Choose the **Group** you want to send the message from.\n\n ![f.png](/api/knowledge-base/images/96c701e3-6e5b-4420-a0b4-75590b8039c5)\n\n3. Select the Group you want to send the email to.\n\n ![o.png](/api/knowledge-base/images/0885bdd5-ed28-4d13-8a95-ab7d70b7786e)\n\n4. Compose your message.\n\n ![h.png](/api/knowledge-base/images/d8247ca3-a779-49af-b8d7-2f16c13f749f)\n\n5. Select the **Cycle** and **Goal** associated with this communication.\n\n ![i.png](/api/knowledge-base/images/4058a768-4c50-4adb-ad0a-1b0329b0f73a)\n\n6. If you want to send the email right now, click on **Send now**.\n\n ![n.png](/api/knowledge-base/images/6c8090b2-8eb2-4ebd-9587-94db60913c68)\n\n7. If you want to schedule sending the message, select **Schedule for later** and enter **date and time** you want to send out the message.\n\n ![l.png](/api/knowledge-base/images/cb374dc5-9297-42c3-8ec2-93c981446346)\n\n8. Click on Schedule.\n\n ![m.png](/api/knowledge-base/images/8dc3d8cf-a233-4757-867d-7f1f11c652ba)\n\n9. You can also send a test message to yourself or save it as draft.","2026-06-22T17:10:49.811Z","2026-06-25T18:50:18.193Z",[],[],"Customize your Group's Welcome Email","### 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 **Settings**.\n\n ![16.png](/api/knowledge-base/images/1e096500-23ad-4d44-902a-03d4f91bd9d5)\n\n2. Choose your **Team** and select the **Group** you want to edit.\n\n ![32.png](/api/knowledge-base/images/a463a83f-4101-482e-814f-7c897873f7af)\n\n ![33.png](/api/knowledge-base/images/d466e478-4f0d-4b3f-a6db-1bf321ccfcc0)\n\n3. Click on **Communications** and **Create Message**.\n\n ![37.png](/api/knowledge-base/images/fdbc9909-7787-41a5-89f4-15353b4184e3)\n\n4. Type your message and click **Save Changes.**\n\n ![38.png](/api/knowledge-base/images/04e6f44f-2eaa-4204-8996-20beee118965)","2026-06-22T17:07:35.977Z","2026-06-29T19:00:57.198Z","2c55b333-928b-4d36-bf8d-ec63d763ec48",[],[],"Best Practices For Launching in Chezie","best-practices-for-launching-in-chezie","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 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.","check","2026-06-22T16:49:15.696Z","2026-06-22T17:06:23.764Z","c1cbe322-4cb1-4f16-86c2-8b1b0c87b364",[898,899],[],{"_82":907,"_97":-5,"_115":-5,"_116":908,"_118":895,"_119":94,"_120":909,"_122":910,"_22":911,"_24":25,"_125":912,"_127":913},{"_82":900,"_97":-5,"_115":-5,"_116":901,"_118":895,"_119":94,"_120":902,"_122":903,"_22":904,"_24":25,"_125":905,"_127":906},"Ideas from other Chezie customers","The 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*","2026-06-22T16:58:31.868Z","2026-06-22T17:05:23.672Z","55d5962d-1e93-4ce8-bf02-9d447ea6877a",[],[],"Announcing Chezie","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>.","2026-06-22T16:57:09.938Z","2026-06-22T16:57:51.421Z","aad958a4-f839-4991-ac1a-94e98c6fd025",[],[],"Integrations","integrations-2","Documentation for integrations in Chezie.","server","2026-06-22T14:42:10.524Z","2026-06-22T16:54:59.844Z","144d515f-1ab2-4390-a8b0-52893a8dbb22",[947],[923],{"_61":924,"_97":925,"_84":-5,"_170":-5,"_172":920,"_119":94,"_120":926,"_122":926,"_22":927,"_24":25,"_176":330,"_149":928,"_179":929},"Calendar Integrations","calendar-integrations-2","2026-06-22T14:42:50.628Z","c7713ba2-e3a7-47e7-bcc0-1d0d1cacdf44",[930,931],[],{"_82":940,"_97":941,"_115":-5,"_116":942,"_118":927,"_119":94,"_120":943,"_122":943,"_22":944,"_24":25,"_125":945,"_127":946},{"_82":932,"_97":933,"_115":-5,"_116":934,"_118":927,"_119":94,"_120":935,"_122":936,"_22":937,"_24":25,"_125":938,"_127":939},"How to connect your Calendar Integration","calendar-integrations","## How to connect your Calendar Integration\n\n1. Log in to your portal - \\[companyname\\].chezie.io\n\n2. Click **Settings**![CleanShot 2026-05-27 at 12.37.20@2x.png](blob:https://chezie.unthread.io/d31a8304-1713-4177-bfbc-9b60c4595bce)\n\n3. Click **Integrations**![CleanShot 2026-05-27 at 12.37.26@2x.png](blob:https://chezie.unthread.io/4b5674af-1940-4278-8b78-ae697eed8d53)\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](blob:https://chezie.unthread.io/42ec508a-24d1-4a38-8b10-d7b006714cbd)\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](blob:https://chezie.unthread.io/08ea1215-33d4-4c3a-b3c0-da688dae3e69)\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.","2026-06-22T14:41:14.621Z","2026-06-23T17:48:23.004Z","e36f54e7-c40d-4954-8b73-e8e5bcc52cc5",[],[],"FAQs","faqs-2","1. **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\n3. **Do we need a dedicated service account for the calendar integration? Can it be the same one we used before?**\n\n Yes, 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\n4. **We use Microsoft Calendar/Teams. Are there any special steps for us compared to Google Calendar users?**\n\n The 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\n5. **We use Zoom (or Webex) for video. Does that need to be reconnected too?**\n\n Zoom 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\n6. **What happens to events that were already created in the old platform?**\n\n Events 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\n7. **After the calendar is reconnected, will attendance tracking still work?**\n\n Yes. 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.","2026-06-22T14:44:06.498Z","3edddf3d-d518-4bcb-93fe-d75e082175e7",[],[],{"_82":948,"_97":949,"_115":-5,"_116":950,"_118":920,"_119":94,"_120":951,"_122":952,"_22":953,"_24":25,"_125":954,"_127":955},"SAML SSO","saml-sso-configuration","# How to connect your Calendar Integration\n\n1. Log in to your portal - \\[companyname\\].chezie.io\n\n2. Click **Settings**![CleanShot 2026-05-27 at 12.37.20@2x.png](blob:https://chezie.unthread.io/e762136d-af55-4bd7-8404-3caac3160f5b)\n\n3. Click **Integrations**![CleanShot 2026-05-27 at 12.37.26@2x.png](blob:https://chezie.unthread.io/fb2dddf1-d228-424f-8bdb-9c6ecd868755)\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](blob:https://chezie.unthread.io/c822686a-8262-4d35-90c9-edb2252255f8)\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](blob:https://chezie.unthread.io/5a64b1dd-2de7-43d2-bbb5-dba61b9216a0)\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.","2026-06-22T14:40:25.875Z","2026-06-22T14:42:21.774Z","9dcd3425-c605-41c4-81d8-8e4579eb6313",[],[],"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",[964,965],[],{"_82":940,"_97":974,"_115":-5,"_116":975,"_118":93,"_119":-5,"_120":976,"_122":977,"_22":978,"_24":25,"_125":979,"_127":980},{"_82":966,"_97":967,"_115":-5,"_116":968,"_118":93,"_119":-5,"_120":969,"_122":970,"_22":971,"_24":25,"_125":972,"_127":973},"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","## 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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How to send a Slack message from Chezie

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