Creating an Organization, Team, Personal, or External Channel
To create a channel:
- Click the Plus + icon on the app menu bar.
- Select Create a Channel from the menu list.
- Enter the Channel Name and Channel Description.
- Upload a channel image if you prefer.
- Choose the channel type and visibility.
- Click Next.
- Choose your preferred options regarding channel configuration and permissions.
- Once the required options are selected, click Create Channel.
Notes:
- If a channel is open to all users, members of the organization can find and join it anytime. If it's a closed channel, users can join only when added by an existing channel participant.
- You can add bots to your channel to automate certain tasks, send notifications, and set reminders. Learn more about the available bots to add to your Cliq channel.
Setting Channel Configuration
In channels, the admin can decide how users reply to chats. They can either use the normal reply, threads, or both. If the reply mode is set to Threads, the threaded conversations will be listed according to what is configured in the Cliq preferences. To do so:
- Click open the Reply Mode drop-down menu.
- Choose between Normal Reply, Threads, and Allow Both.
The admin can also decide whether to notify others when users join or leave the channel. To enable this, toggle on the Notify When User Join or Leave option.
Assigning User Permissions
What a member can do in a channel is determined by a set of parameters known as channel permissions. These permission can be customized for each channel type. The following permissions are available when creating a channel. Check all that applies for the designated user role.
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| | To edit channel name, image, and description. |
| | To add participants to the channel. |
| | To remove participants from the channel. |
| | To clear the entire conversation history of the channel. |
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| | To send messages in the channel. |
| | To reply to chats in the form of threads. |
| | To use @mentions for users, @mentions for teams (org groups), and #tags for channel. |
| | To leave the channel when needed. |
| | To broadcast the session in the channel. |
| | To delete messages in the channel. |
| Delete Messages Posted by Others | To restrict who can delete messages sent by others. |
| | To edit messages in the channel. |
| | To start or schedule a meeting in the channel. |
| | To pin messages in the channel. |
| @all, @available Mentions | To mention all users through @all (all participants of the channel) and @available (only participants whose status is available). |
To edit channel information:
- Click the channel's profile icon or the participant icon.
- Click the Edit icon.
- Edit the channel details.
- Click Save.
Adding Participants
To add a new member to a channel:
- Click open the channel.
- Click the channel's profile icon or the participant icon.
- In the pop-up that opens, click the Add User icon.
- Search for users by their name or email address in the Search Bar.
- Select the user and click the Tick icon to add them.
Alternatively, you can also:
- Click the More Options icon on the chatbox header.
- Select Add Participant from the menu list.
- In the textbox, type the name or email address of the person you want to add to the group.
- Hit return.
Note: You can also simply type the + icon followed by the name or email address of the person, then hit return to add them to the group.
Removing Participants
To remove a user from a channel:
- Click open the channel.
- Click the channel's profile icon or the participant icon.
- In the pop-up that opens, hover over the user's tile whom you want to remove from the group.
- Click the More Options icon.
- Select Remove.
Managing User Role
To change the level of permission given to a member:
Click open the channel.
Click the channel's profile icon or the participant icon.
In the pop-up that opens, hover over the user's tile whose permission you want to update.
Click the More Options icon.
Select the level of permission you want to assign the user.
Leaving Channel
To leave a channel:
- Click the More Options icon on the chatbox header.
- Select Leave Channel from the menu list.
- Click Leave Channel in the alert dialog box that appears.
- Select Mute Instead if you'd like to mute the channel instead of leaving it.
Alternatively, you can also:
- Click the channel's profile icon or the participant icon.
- Click the More Options icon.
- Select Leave Channel from the menu list.