Hello All,
As said in my previous post, I'm going to detail
Permissions - set of actions one can perform in the channel.
In more simple words it is the power that one wields in a channel to perform certain actions.
You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are:
- Edit Channel info: Permission to edit the Channel title and description
This info will be displayed in Channel Preview, which will help when users search for a channel to join and also when the channel is tagged.
Quick read: You can #tag channels. To know more click here.
- Add participants: Permission to add a participant
In team channels, only the team members can be added.
Hint: Add participants by typing (+)(user name) in the text box.
- Remove Participants: Permission to remove a participant
Do take note that a super admin can remove anyone, an admin can remove moderator & members, a moderator can remove members and finally members can remove other fellow members. The Roles play an important part in all decisions.
Hint: Remove participants by typing (-)(user name) in the text box. You can check out here for more info on adding and removing participants.
- Clear all messages: Permission to clear the messages
Clearing the messages will delete the entire chat transcript from Cliq. There will be no trace of any data that was shared in the channel. Hence, take care of to whom you give this privilege.
- Archive Channel: Permission to archive the channel when needed
You create an org channel #Annual party to plan and execute your company's annual party held in summer of every year. After the party is over, you no longer need that channel until next year. So you can archive it and unarchive again (Click on + of Channels and type the channel name in the search bar) when need arises. Archiving does not delete the chat transcript. All the data will be retained.
- Delete Channel: Permission to delete a Channel
Deleting a channel will remove it permanently from Cliq. The data is not recoverable. Maintain caution as to whom you give this privilege to.
- Send messages: Permission to send messages
Well, now this sounds interesting! Sending messages is an integral part of any channel. Read on to know how this action can be used effectively.
- Mention users: Permission to @mention users
In any channel, users can @mention others so that the message is not missed. @mentions will be delivered even when the user has muted the channel.
I'm sure you would have got a good idea of Permissions by now. Just one more final action to be detailed. Yes, you got it right! It's the 'Send messages' action. Sending messages is an integral part of any channel, but how will including this action under Permissions be used effectively?
Consider this scenario: The HR in your company wants to keep everyone updated on new policies, events, recruitment drives, etc... So now the HR is looking for a way to put forth all this to everyone as announcements. This can be done easily through Permissions. All that the HR should do is, create an Org Channel #HR announcements and then disable 'Send Messages' action under Permissions. The 'Mention users' action will also be disabled by default. Now, only the HR can send messages preventing other users from spamming the channel.
To know more about Channels and its features, check out the Help doc
here. If still you have queries, then feel free to comment.
Now it's time to go ahead, create channels, add members, assign roles and check out permissions!!!
Regards
Princy Priya
Cliq
Recent Topics
Need a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
Implement Date-Time-Based Triggers in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
Why is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,
How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?
Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
Deletion Workflows
Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?
URGENTImpossible to book an appointement
J'essaie plusieurs fois mais aucun créneau n''est disponible Message d'erreur lorsque j'essaie de sélectionner une date
Sendpulse SMTP/IMAP Issues
It’s possible Zoho made some changes on their side. Sometimes, even if your regular password works, Zoho requires an app-specific password for external apps like SendPulse to connect via IMAP. You can create this in Zoho’s security settings and use it
Insane mail security
I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I want
Task list flag Internal/External for all phases
Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
HAVING PROBLEM WITH SENDING EMAIL
Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly see
Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
Subscription went to default (@zoho.com) address instead for custom domain
Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho and
Canvas templates and font-family
i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeee
Re: Ca.gory groups and not all email addresses being added to a group emails
Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found out
IMPORTANT
Dear Zoho Support Team, I am currently experiencing an issue when trying to send emails from my Zoho Mail account. Each time I attempt to send a message, I receive the following error: "Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked."
Able to Send Emails from Zoho but Not Receiving Emails from Gmail
Hello, I am experiencing an issue with my shopify domain email setup and would appreciate your help. Current situation: I can successfully send emails using Zoho. I can receive emails from some services (for example, Facebook). However, I cannot receive
Announcing new features in Trident for Windows (v.1.38.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening and enhancing communication. Let’s dive into what’s new! View complete technical email details. For those who need deeper visibility
Accounting of Amazon
I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claim
Compose Emails Faster Using Templates and Snippet
Hello everyone, We have made an enhancement to the Send as Email option in Tickets. Agents can use templates and snippets to draft their response, which helps save time and maintain consistency. The Send as Email page will display the available templates
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
Emails not integrating
My emails from Hubspot did not integrtate over. How do I fix that?
Creating meetings from an email
Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Changes to the send mail Deluge task in Zoho CRM
Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order
Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
Inclusion is the new engagement
When in a very challenging situation, it helps to have peers or friends around you saying, “Everything will be okay.” They speak to you in common or shared language. But your inner voice comes to you in a truly uplifting language that stays close to your
DKIM verification for Squarespace website - Corrections to instructions
Zoho Campaigns DKIM TXT record instructions for Squarespace show that Host field should show: 22111._domainkey.[domain name, e.g. mywebsite.com] However, after 72hrs, I had to reach out to Squarespace tech support, and they confirmed that the domain name
Disable All
I want to disable all the fields on the form when it loads. I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City; ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load. On load = disable All Thank you for any help.
Migrating my email from GMAIL to ZOHO MAIL..........
I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO. Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here? When I sign up
iOS Zoho Mail App Crashesruni
Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in
Assessment Answered - Automation (Related List)
Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,
Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
Shared Views
Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it
Using Zoho answer bot across departments (help center articles from another department)
Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer
Zoho Mail will not set up in Thunderbird
I am using Thunderbird 13.0.1 in Linux Mint 13 64-bit. I cannot set up my Zoho IMAP email in this client. This is evidently a common problem as evidenced by these postings in the Thunderbird forum: thunderbird can't seem to "find the settings" I cannot
Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
The Social Wall: January 2026
Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social
Pipeline: Copying rulesets from one data source to another
When creating and editing data pipelines, it would be really helpful to be able to copy the ruleset from one data source and 'paste' it to another. This would save time and reduce manual mistakes.
Next Page