Role-based chat restriction for direct messaging

Role-based chat restriction for direct messaging

Role-based chat restriction provides admin the privilege to restrict users to perform certain actions. To enable/disable permissions, do the following:
  1. Navigate to the Admin Panel, under Permissions, select Roles.
  2. Hover over the role you want to add permissions to and click on Permissions.
  3. The settings will be categorized based on General(web and desktop) and Mobile in the form of check-boxes. Check/uncheck the box to enable/disable permissions and click on Save.

Web and Desktop  

Direct Messages

Admin can restrict users to sending messages, sharing, forwarding and downloading files. They can enable/disable these permissions for users within department, other colleagues (you can add other departments) and external users.



    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









                                    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

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              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 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

                                                                                                      • Troubleshooting for mobile restriction errors

                                                                                                        Cliq provides data security and privacy by integrating Enterprise Mobility Management (EMM) services and configuring mobile permissions based on roles. Below are some of the errors that will appear on your mobile application when a user performs ...
                                                                                                      • How to configure role-based mobile permissions?

                                                                                                        Roles are to set defined permissions for users on what features they can have access to based on their work. Apart from the general permissions, Zoho Cliq provides mobile specific permissions. To access mobile specific permissions for roles, follow ...
                                                                                                      • How to pin messages in a chat?

                                                                                                        To pin a message in a chat, do the following: Hover over the message you want to pin. Click the kebab icon ( 3 dots) and select Pin message. A confirmation pop-up will appear asking you to choose a time period to keep the message pinned in the chat. ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                        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