Overview 

Onboarding 

Note:

1. If you are on the Zoho Cliq Free Plan and you downgrade your CRMPlus plan, there won't be any restrictions on user access, and access to the product will be retained. The organization admin can choose to restrict access if needed.
   
2. However, if you are on the Zoho Cliq Paid Plan, downgrading your CRMPlus plan will lead to access restrictions. External users will be designated as free users and the organization admin can assign a plan to them, similar to how they manage users.
   

Limitations for External Users 

External users do not follow internal organization configurations.

• Multi-factor authentication (MFA), policies, and allowed IPs are not applicable.

• A predefined role is assigned; admins cannot change roles for external users.

• The Remote Work tab is not visible to external users.

• They cannot be part of a team or create team channels.

 Identifying External Users 

• External users are marked with an External User tag beside their names.

Integrations 

• Integrations of the organization are accessible for external users if associated with or synced with the respective application.

External User Profile  

• Admins cannot add external users through Users & Profiles in the admin panel.

• Admins have limitations in updating certain user fields for external users.

• Only the profile details and channels are available for the user profile. The login activity, session. and MFA under user profiles will not be visible.

External Communication Restriction 

• External users can't perform certain activities, like adding users as external contacts or to external channels, as external communication is restricted.

Navigation and Usage 

• Users can seamlessly switch between their primary organization and organizations they've joined externally.