Chezie
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Chezie
Welcome!
Managing Groups
Creating a new Group
Customize your Account details
Customize your Group details
Download Group membership list
Add a new resource
Make a Group private
Approve private group join requests
Join a private group
Update your Lead profile
Communications
Send an email (Leads)
Send an email (Admins)
Customize your Group's Welcome Email
Events
The event scheduling process, explained
Types of event statuses
How to schedule a new event
How to get your meeting room links when scheduling new events
How to upload attendance for a past event
Event NPS, explained
User management (admins)
Add a Lead
Adding new Admins
Admin permissions, explained
How to update an Admin's permissions
Integrations
Zoom
Slack
Okta
Microsoft Teams
Microsoft Calendar
Google Calendar
REQUIRED READING
Suggested Group leadership roles
The 4 C's framework, explained
Support
Need additional support?
Budgeting & expenses
How to create an expense
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Customize your Account details
  1. 1.
    Click on your Profile Picture in the upper right-hand corner.
  2. 2.
    Click My Account.
  3. 3.
    Click Profile.
  4. 4.
    You can now edit your personal information - first name, last name, pronouns, job title, department, level, and office.
  5. 5.
    Click SAVE CHANGES.
Managing Groups - Previous
Creating a new Group
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Customize your Group details
Last modified 8mo ago
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