Administrators Permissions

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

If you want to control what access different Admins have, you can do that by managing Admin permissions.

There are three different groups of Admin permissions:

Managing groups

• Create new Groups - Admin can create new Groups

• View members - Admin can view membership data for all Groups, including in-group vs. ally membership, and membership by department, office, and level.

Managing Users

• Add new Leads - Admin can add new Leads for any Groups.

• Add new Admins - Admin can give another user Admin permissions. Users with this permission can also edit permissions for other Admins.

Group admins can be added directly in the new platform. Admins automatically have access to chapter groups when they are already an admin of the parent group, so they do not need to be added again as a chapter admin.

Updating a group admin's functional role

Functional role labels, such as Champion, Steering Committee, Treasurer, Co-chair, or Executive Sponsor, are displayed in the group's Discover view under the group page.

To change a group admin's functional role, email support@chezie.co with a list containing each person's name, email address, and updated role. Chezie updates these role labels from the backend.

Events

• 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.

• Create events - Admin can create new events for any Group.

• Cancel events - Admin can cancel an event as long as the event has not already passed.

Reporting

• View reports - Admin can view reports in the Reporting tab.

Expenses

• Approve expenses - Admin can approve expenses that are submitted.

Lead Permissions

Understand the roles and responsibilities of group leads in Chezie.

If you want to control what access your Group Leads have, you can do that by managing Lead permissions. Note that if someone is a Lead for multiple ERGs, they will have two sets of permissions.

Managing groups

• View members - Lead can view membership data for the Group they lead, including in-group vs. ally membership, and membership by department, office, and level.

• Customize Join Forms - Lead can customize the questions new members see when they join a group

Managing Users

• Add new Leads - Lead can add new Leads for the Group they Lead.

Events

• Create events - Lead can create new events for any Group.

• Cancel events - Lead can cancel an event as long as the event has not already passed.

• Approve events - Lead can approve an event that is in draft status. To do this, an Admin must disable the event approval requirement.

Reporting

• View reports - Lead can view reports in the Reporting tab.