Creating and Managing Channels

Creating and Managing Channels

In this article, we'll explore how to create channels and use them to communicate effectively with your teammates.

Creating an Organization, Team, Personal, or External Channel

To create a channel:

  1. Click the Plus + icon on the app menu bar
  2. Select Create a Channel from the menu list.
  3. Enter the Channel Name and Channel Description
  4. Upload a channel image if you prefer. 
  5. Choose the channel type and visibility. 
  6. Click Next
  7. Choose your preferred options regarding channel configuration and permissions. 
  8. 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.
Learn more about the various channel types.

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:

  1. Click open the Reply Mode drop-down menu.
  2. 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. 


S.no

Permission

Description

1

Edit Channel Info

To edit channel name, image, and description.

2

Add Participants

To add participants to the channel.

3

Remove Participants

To remove participants from the channel.

4

Clear All Messages

To clear the entire conversation history of the channel.

5

Archive Channel

To archive the channel.

6

Delete Channel

To delete the channel

7

Send Messages

To send messages in the channel.

8

Reply in Thread

To reply to chats in the form of threads.

9

Mention Users

To use @mentions for users, @mentions for teams (org groups), and #tags for channel.

10

Leave Channel

To leave the channel when needed.

11

Host Broadcast

To broadcast the session in the channel.

12

Delete Messages

To delete messages in the channel.

13

Delete Messages Posted by Others

To restrict who can delete messages sent by others.

14

Edit Message

To edit messages in the channel.

15

Start/Schedule Meeting

To start or schedule a meeting in the channel.

16

Pin Messages

To pin messages in the channel.

17

@all, @available Mentions

To mention all users through @all (all participants of the channel) and @available (only participants whose status is available). 

Editing Channel Information

To edit channel information:

  1. Click the channel's profile icon or the participant icon. 
  2. Click the Edit  icon.
  3. Edit the channel details.
  4. Click Save.

Adding Participants

To add a new member to a channel:

  1. Click open the channel.
  2. Click the channel's profile icon or the participant icon. 
  3. In the pop-up that opens, click the Add User  icon. 
  4. Search for users by their name or email address in the Search Bar
  5. Select the user and click the Tick  icon to add them. 

Alternatively, you can also:

  1. Click the More Options  icon on the chatbox header.
  2. Select Add Participant from the menu list. 
  3. In the textbox, type the name or email address of the person you want to add to the group.
  4. 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:

  1. Click open the channel.
  2. Click the channel's profile icon or the participant icon. 
  3. In the pop-up that opens, hover over the user's tile whom you want to remove from the group. 
  4. Click the More Options  icon.
  5. Select Remove.

Managing User Role  

To change the level of permission given to a member:

  1. Click open the channel.

  2. Click the channel's profile icon or the participant icon.

  3. In the pop-up that opens, hover over the user's tile whose permission you want to update. 

  4. Click the More Options  icon.

  5. Select the level of permission you want to assign the user.


Leaving Channel

To leave a channel:

  1. Click the More Options  icon on the chatbox header.
  2. Select Leave Channel from the menu list. 
  3. Click Leave Channel in the alert dialog box that appears.
  4. Select Mute Instead if you'd like to mute the channel instead of leaving it. 

Alternatively, you can also:

  1. Click the channel's profile icon or the participant icon. 
  2. Click the More Options  icon.
  3. Select Leave Channel from the menu list. 

Note: You can rejoin an open channel at any time. However, if you leave a closed channel, you can rejoin only when an existing channel participant (with the necessary permission) re-adds you. 




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