Creating One-on-One Chats, Groups, and Channels in Trident (macOS)

Creating One-on-One Chats, Groups, and Channels in Trident (macOS)

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


InfoNote: This article explores creating one-on-one and group chats in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. 

Initiating One-on-One Chats   

You can initiate a one-on-one chat in the following ways:

To initiate one-on-one chat with contacts or organization members using Cliq search:

  1. Navigate to the Search Bar.

  2. Type the name of the user or their email address.

  3. Select the user from the list of search results.

  4. A chatbox to initiate a one-on-one chat between you and the user will open. 



Notes
Note: To refine your search results, filter it by Users. 


Users  

To initiate one-on-one chat with users :

  1. Navigate to Users  in the Cliq chat launcher tab.

  2. Scroll to find the user with whom you want to initiate the chat.

  3. Click on their name to open the chatbox.

 

 Creating a Group Chat   

To create a group chat:

  1. Click the + icon in the app menu bar.

  2. Select Start a Group Chat from the menu list.

  3. Search for users to add to your group or select users from the list that appears.

  4. Rename the group if you prefer and click Initiate Chat.

 


 Adding Participants   

To add a new member to an existing group:

  1. Click open the group.

  2. Click the group's profile 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. Type + in the textbox.

  2.  Type the name or email address of the person you want to add select it from the list of suggestions by hitting the return key.

  3. Hit return again to add them to the group.

  4. In the alert dialog box that appears, click Yes to add them, or click Create New Chat to create a new group chat with that person. 


Notes
Note: You can also add participants selecting Add Participant from the More options. 

Removing Participants

 To remove a user from a group:

  1. Click open the group.

  2. Click the group's profile icon.

  3. In the pop-up that opens, hover over the thumbnail of the user that you want to remove from the group.

  4. Click the More Options icon.

  5. Select Remove.




Leaving Group Chats

   To leave a channel:

  1. Click the More Options  icon in the chatbox header.

  2. Select Leave Group from the menu list.

  3. Click Leave Group in the alert dialog box that appears.

  4. Select Mute if you'd like to mute the group instead of leaving it.



Alternatively, you can also:

  1. Click the group's profile icon or the participant icon.

  2. Click the More Options  icon.

  3. Select Leave Group from the menu list.



 Creating a 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.

Info Learn more about the different channel types. 
Notes

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 configure the visibility for Organization and Team channels. Personal and external channels can only be joined upon invitation.

  • 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:

  1. Navigate to the Configuration tab in the Create channel pop-up. 

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

  3. Choose between Normal Reply, Threads, or 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 Users 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 Messages

To edit messages in the channel.

15

Start/Schedule Meetings

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. Type + in the textbox.

  2. Type the name or email address of the person you want to add to the group.

  3. Hit return.





Notes
Note: You can also add participants selecting Add Participant from the More options. 


 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.

​

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 Roles

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 Channels   

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.



NotesNote: 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.

Deleting Channel

If you think a channel has become redundant, you can delete the channel. To delete a channel:

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

  2. Click the More Options  icon.

  3. Select Delete from the menu list.

  4. In the alert that appears, click Delete Channel. 




Notes

Notes:

  • You can't recover deleted channels.

  • You can archive channels to hide them from the chat list. The channel will be unarchived when you search for it.

  • You can clear all the messages in a channel instead of deleting a channel. 


Viewing All Channels

In the chat launcher tab, you can view the list of all channels you've created and are a part of. Here, you can sort channels based on channel types, recent messages, and unread chats.

Most Recent: The most recently active channels are grouped according to their channel type.

Alphabetical Order: The channels are listed in the alphabetical order (A-Z) within their channel types.




Notes
Note: If you don't find the Channels icon in the launcher tab, it might be listed under the drop-down options (since only five chat launcher tabs are listed at a time). To rearrange the position of the Channels launcher tab, you can press Command ⌘ and drag and drop it to the required position.