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Chezie
Welcome!
Managing Groups
Creating a new Group
ERG Chapters, explained
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
HRIS Integrations
Zoom
Slack
Okta
Microsoft Teams
Microsoft Calendar
Google Calendar
Azure SSO
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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Adding new Admins
Admins are people with access to your entire company's ERG information.
If you're an Admin with the Manage Admins permission turned on, then you can add other Admins. You can also edit permissions for other Admins.
A gif for adding a new Admin
To add an Admin:
  1. 1.
    Navigate to adminhome page
  2. 2.
    Click Settings on the Sidebar
  3. 3.
    Scroll to the Admins table
  4. 4.
    Click NEW
  5. 5.
    Enter the name of the user that you want to make an Admin
  6. 6.
    Click ADD ADMIN
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User management (admins) - Previous
Add a Lead
Next - User management (admins)
Admin permissions, explained
Last modified 9mo ago
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