What are roles?

What are roles?

You can group users into roles to give distinct access permissions for various features in Zoho Cliq. As an admin, you can add roles, add users to a particular role, enable permissions based on the role type, edit a role, duplicate a role and delete role.
To view the different roles in Cliq, do the following:
  1. Go to Admin Panel and select Roles under Users & Profiles.
  2. You will find the list of all the roles you have created.
You can allow users of a particular role to be able to perform only configurations that is required for their role and restrict other permissions.
Examples:
Managers - This role consists of leadership staff. You can assign the role type as Cliq Admin access so that they can access the admin panel and configure permissions to users in the team.
Extension Developers - This role consists of people who manage other application integrations with your organization's Cliq account. Hence the permissions to access extensions can be disabled for all other roles and enabled only for this role.

Default roles
There are two roles that are default in an organization.
  1. Admin - All the Cliq admins are added to this role.
  2. Member - All the users in the organization except Cliq Admins are added to this role.

Note:

  1. When a new role is created and users are assigned to it, they will be moved from admins or members to the new role that you have assigned. If the created role is deleted then the user will be moved back to the members role.

  2. You can specify the role type as Cliq admin access or member while creating roles to give them the respective access.

  3. Policies override roles in Zoho Cliq. So policies take precedence in implementation over role-specific permissions.
    Example: If a policy that says 'Allow users to create organization level channel without approval' is disabled, then that permission will be implemented in Cliq even if creating organization channels is enabled for all roles. A user will be able to create organization level channels only on approval.

  4. ​Default roles (Admin and Members) are available in the free version of Cliq. Creating custom roles is available only in the paid version of Zoho Cliq.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • How do I create roles?

                                                                                                                                      To create a new role, follow the given steps: In the Admin Panel, under Permissions menu, click and open Roles. Click on the Add Role button. Enter the name of the role, description, assign role type and users. Click on the Create button and your ...
                                                                                                                                    • How can I assign/unassign the roles of participants?

                                                                                                                                      You can modify the channel roles for various users. The hierarchy of the roles on channels is as follows: Super Admin → Admin → Moderator → Member → Bot Let's have a look at the roles and the privileges associated with it - Super Admin can edit other ...
                                                                                                                                    • What are roles in a channel in Cliq and how do I view them

                                                                                                                                      Each member in a channel has a specific role, and these roles determine what actions they can perform based on the permissions granted. There are five roles in a channel: Super Admin, Admin, Moderator, Member, and Bot. Super Admin Super admins have ...
                                                                                                                                    • How does an admin configure permissions based on roles in Cliq?

                                                                                                                                      You can configure permissions based on roles in Cliq to restrict users from performing certain actions. To enable/disable permissions, do the following: Navigate to the Admin Panel, under Permissions, select Roles. Hover over the role you want to add ...
                                                                                                                                    • How do I configure access control permissions for features based on roles?

                                                                                                                                      You can configure permissions based on roles in Cliq to restrict users from performing certain actions. To enable/disable permissions, do the following: Navigate to the Admin Panel, under Permissions, select Roles. Hover over the role you want to add ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources