Using Channels in Zoho Connect

Using Channels in Zoho Connect

Overview


Channels are dedicated chat rooms where your team can have focused discussions, share files, and stay updated in one place. You can create channels for specific topics, projects, or teams.


InfoChannels in Zoho Connect are powered by Zoho Cliq. Any channel you create here can also be accessed from your Zoho Cliq account.

Creating a Channel  

  1. Click Channels in the left menu.



  2. Click the plus (+) icon in the top-right corner to create a new channel.



  3. Enter a name and description for the channel.



  4. Add members and associate the channel with a group if needed.



  5. Select the checkbox to agree to the terms and conditions.

  6. Click Create.



 About the Associate with a Group Option

When a channel is associated with a group, all members of that group are automatically added to the channel. As new members join the group, they are added to the channel automatically.

Adding Members to a Channel  

Only the channel admin can add members to a channel. For channels associated with a group, the admin can also add members from outside the group.

  1. Open the channel.

  2. Click the participant count under the channel name.



  3. Click Add participant.



  4. Search for the member by name or email address and select them.



  5. Click Add.


Changing Member Roles and Removing Members

Only the channel admin can change a member's role or remove them.

For channels associated with a group, members are removed from the channel when they leave the group. For standalone channels, the admin can remove members manually.

  1. Open the channel.

  2. Click the participant count under the channel name.



  3. Hover over the member's name, click the three dots (…) icon.


  1. Select any of the following

    • Assign as admin - Assigns the admin role to the member.

    • Assign as moderator - Assigns the moderator role to the member.

    • Remove - Removes the member from the channel

Attaching Files

You can attach files from your device to any message in a channel.
  1. Open the channel.

  2. Click the Attachment icon in the bottom-left corner of the channel.

  3. Select the file you want to attach and send your message.

For any questions or concerns, email us at support@zohoconnect.com. We’re happy to help!