Article

    Upgrade guide

    4 min read
    Last updated 3 hours ago

    The Chezie 2026 platform is a rebuilt version of the product — faster, more flexible, and designed to scale with your organization. Most of what you knew still works the same way, but a few things have moved, a few work differently, and there are some genuinely new capabilities worth knowing about.

    This guide walks through everything so your first session on the new platform isn't a scavenger hunt.


    What's new?

    Teams: multiple communities in one platform

    Teams is a new feature that lets organizations run separate sub-instances (for example, ERGs, a volunteer program, and a mentorship program) all within a single Chezie platform. Each team has its own groups, events, and branding, but shares the same admin layer and HRIS connection.

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    Filter your member list by HRIS attributes

    You can now filter your group's member list using data from your HRIS integration — things like department, location, or job level. Useful for understanding representation within a group or targeting communications to a specific segment.

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    Connect your own Zoom account

    Group admins can now connect a personal Zoom account instead of relying on the default service account. This gives you more control over meeting links and host settings for your events.

    Note: This is only available for Zoom, not Google Meet or Microsoft Teams, and requires your IT team to have enabled the Chezie app in your company's Zoom workspace.

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    More control over who gets invited to events

    The Invites tab when creating an event now gives you three options: invite your full group, paste in specific email addresses, or send only to your group's admins. This makes it easier to run internal planning meetings or targeted events without a workaround.

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    Feedback tab for NPS responses

    Post-event NPS submissions are now surfaced in a dedicated Feedback tab, making it easier to review member sentiment without digging through reports.

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    Where did things move?

    Member view is now called Discover

    The tab your members use to browse groups and explore the platform has been renamed from Member view to Discover. Same functionality, new name — it better reflects what members are actually doing there.

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    Some actions now require selecting a group first

    In the old platform, you could kick off certain actions (adding a member, creating an expense, sending a communication) from a top-level view. In Chezie 2026, you need to select a group first before taking those actions. This keeps data organized by group and prevents things from being created in the wrong context.

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    Join requests moved to the Members tab

    If your group is private, join requests used to live at the bottom of the Settings page — easy to miss. They're now front and center in the Members tab, so reviewing and approving requests is part of your normal members workflow.

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    What works differently?

    Chapter admins now inherit access to the parent group

    Previously, a Lead for a chapter group only had admin access to that chapter. In Chezie 2026, if a group has chapters, admins automatically have access to both the parent group and its chapters. This means fewer permission gaps and less back-and-forth when managing chapter-based ERGs.

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    Expenses must be cancelled before they can be deleted

    This is the most common workflow change that trips people up. In the new platform, you can't delete an active expense directly — you need to cancel it first, then delete it. This prevents accidental removal of expenses still under review or tied to an event.

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