Exploring the Admin Panel
Hello again, everyone!
This one's for all the organization admins out there!
What's the fun of being the admin of your organization if you don't have any powers to use?
The admin panel is where it all lies, and it can be accessed only by y'all. So, what powers do I have, you wonder? Let's break it down.
The admin panel can be found by clicking on the profile picture on the top of your Cliq page. You can manage your organization as well as all your users from here.
Dissecting the Admin Panel
Now that you've gone straight to the source, let's dive into dissecting the admin panel, shall we?
In general, the admin panel is made up of 5 categories, namely:
- General
- Organization
- Permissions
- Customisation
- Integration
General
Under this menu, you can add:
1. Users
Under the Users tab is where you can find the list of all members of your organization. From the users tab, you can:
- Add a new user
- Edit their details
- Manage their email address
- Reset their password
- Review their login sessions
- Mark them as inactive
- Delete a user
How cool is that, right? All users added will gain access to the Cliq instance of your organization and chat with anyone in your organization. In addition, they get access to all public channels.
To know more: How to manage users of my organization?
2. Teams
Teams are generally a group of people working together for a common goal, be it a product or a project. Most of the times, employees from different departments like Development, Sales, Marketing all work together in teams on different products, like Zylcal, Zylgear.
3. Departments
A department is an entity an employee is associated with in an organization. A team however, is formed by people belonging to different departments having different designations when they have to work together for any type of project. An employee can be a part of only one department as defined by the roll but can contribute to multiple teams.
4. Designations
Designation defines the duty of an employee in an organisation. Bring the same to Cliq, your virtual office by assigning designations to your employees like Senior Software Engineer, Regional Sales Manager, etc. You can also assign designations from the 'Users' tab.
Check out: Designations
Organization
1. Company Info
You can update your organization profile here! The company info, as the name suggests, is where the information of the organization is found. Invites sent out to external users or members of your own organization will carry the basic info that you update here making sure everyone can identify your company.
2. Zoho Directory
Zoho Directory is the one stop place to for all Admin activities of your entire Zoho account where you can manage Security Policies, Active Directory, App Usage and track Login.
3. Licensing
The details of your subscription to Zoho Cliq will be mentioned here.
Permissions
1. Roles
So you have a bunch of managers in your organization and you want them to have certain powers and control over the organization on Cliq. The "Roles" tab on Cliq enables you to do just that! What type of powers, you ask? You can give the power to your managers to be able to create or delete a command, or to be able to add or remove participants in a channel. You can edit all of this over here in the Admin Panel. A little more insight on "Roles" will be given in the forthcoming posts!
Learn more: What are Roles?
2. Policies
Every organization has a set of policies and Cliq is no exception. There are a set of 5 policies on Cliq that you can enable or disable for your members, like being able to auto-join your organization or being able to create Organization Channels without approval and more.
Learn more: What are Policies?
Customization
Everyone has their own tastes and preferences, and for an organization head, building yours to entirely your tastes would be just what it needs to give it a personal edge. You can customize:
1. Modules:
Tailor Cliq to your organization's needs by customizing the way your members can access and use modules such as starred messages, reminders, etc.
2. Themes and Assets
Customize the look of your organization on Cliq by trying out all our skins and by inserting your company logo to make your members feel at home!
3. Custom Domain:
Get Cliq to reflect your brand's name by customizing your domain which can be done from the Admin Panel in a few easy steps.
4. Emailers:
You can configure a custom email address for notification mails that get sent from Cliq to your organization users. Having custom email ID's makes it easier to trust emails sent from Cliq as your employees can now see it as emails sent from their organization.
5. User Fields:
You can customize and edit the user fields which contains the details of a particular user and control what shows up when you view a member's profile.
Integration
Got your entire organization hooked onto Office 365 and don't really want to have a separate sign up procedure for Cliq? Not to worry because with this integration, you can login using the same credentials and manage all your applications with a single login! Try it out now!
So, there you have it! The admin panel successfully dissected. Let us know in the comments below how you liked sprucing up the look of your organization!
Cheers,
Divya V
Zoho Cliq
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Divya V
Sticky Posts
New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to findNew in Zoho Chat: Threaded conversation at its finest best
Perform effective team communication in Zoho Chat with our new 'Reply' option. Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads. To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter. Voila, that was pretty simple.Changes in Cliq iOS app notification due to iOS 13 and Xcode 11
Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy. Changes in iOS 13: With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are notWhat's new in Zoho Cliq - June 2020 updates
Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's4 Things You Should Do Once You Get Started with Cliq
Hey there, new user! You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience: 1. Invite your colleagues Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them? To invite your colleagues to Cliq, head on over to the Admin Panel which
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Saved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Marketer's Space: Unable to select a sender address? Here's the fix
Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.Loading Project Balances in ZOHO Books for each project
Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting fromScale up your writing style with content analysis tool in Knowledge Base
Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,Zoho Books "Update" Trigger for Zapier?
Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoiceHow to prevent editing of closed tickets in Zoho Desk?
I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only andZoho Desk Limitations
Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, INew Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe linkhow to undoreconciled transaction
how to undo reconciled transactionCan I export all attachments from Zoho CRM?
Can I export all attachments from Zoho CRM?Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulChange eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergRight-Click Pipeline to Open in New Tab
Please add the ability to right-click on a pipeline to open it in a new tabService Title in Service Report Template Builder
I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannotZoho Sign for Zoho Projects
Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. ExtensionWriting by Hand in "Write" Notes
Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!Deluge Learning Series – Best Practices in Deluge | December 2025
We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should followAssociate a Contact to a Campaign using deluge?
If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think. I simply want to take a "Contact" and associate it to a "Campaign" using deluge. Can anyone help? contactId = 5122008000000796037;Add "Groups" above "Users" in the Zoho Forms Left Menu
Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks DanZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, AppleAdding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,Zoho CRM Reports Module on Mobil App
I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.Inquiry on Help Centre Tab Customisation
Hi Zoho team, I’m wondering if it’s possible to further customise the Help Center tabs, specifically the descriptions under Knowledge Base, Community, and Tickets. While the current setup allows customising tab names, being able to tailor the descriptionsPassing a form object to a function
Suppose I have a sort_order field in multiple tables and I want to increment it by +1 onCreate of a new record. Is there a way to pass the form object as an argument into the function to keep things DRY? The following function from Zia works, but I'dCan you copy and paste a page within a form?
I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.SMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receiveUnable to sort as Descending order
Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks EyalHow do I copy an email message to one or more other folders?
I can move a message to another folder using the "move to" option but I can't figure out how to copy a message.New feature request: Allow copy of email message to another folder
Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies ofHotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want toCreator Simplified #11: Create a custom button to download files
Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the correspondingHide horizontal lines at bottom of form
Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontalAutosaving of Form Field
HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on theAI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries
Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. ThisAPI in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndPricing calculator
Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best toBug Details
In the Bug detail the milestoneid is missingEstablishing new Zoho email account on laptop
Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account withStop completed task lists from disappearing?
Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. ThanksNext Page