What are roles?

What are roles?

You can set up roles for a group of users and configure distinct access permissions for various features in Zoho Cliq.

  1. Managers - This role consists of leadership staff. You can configure permissions to create and delete channels exclusively for them. 
    To do so, enable the create and delete channel permissions in managers role and disable the same permissions for all other roles. 

  1. Extension Developers - This role consists of select few people who are in-charge of managing other application integrations with your Cliq account.
    So the permissions to access extensions will be disabled for all other roles and enabled only for this role. 

The above 2 are basic examples on how you can make use of roles. As per your need, you can create different roles and enable feature access to select group of users easily. 

Default roles 

Your Admin Panel will have 2 default roles - Admin and Members. 

Admin - This role comprises exclusively of Cliq admins.
Members - This role comprises of all users of the organization excluding admins. 
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. 

Role-specific admin panel access

You can give admin panel access permission for specific roles in your organization. This can also be disabled for certain roles if it is not required. 

For example:
The managers role includes all the leadership staff. Since they form the higher level of the management, they can be given restricted access to the modules in Zoho Cliq's admin panel. Whereas, the users under marketer and developer roles will not be given admin panel access. 

Admin notes:
  1. Policies override roles in Zoho Cliq. So policies take precedence in implementation over role-specific permissions.
    Example: If a policy say 'Create External Channels' is disabled, then that will be implemented in Cliq even if creating external channels is enabled under all the Roles. 
  2. Default roles (admin and members) are available in free version of Cliq. Creating custom roles is available only in the Paid version of Zoho Cliq.

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