Cliq 2019 update: #2 Organize your workforce with the revamped Admin Panel

Cliq 2019 update: #2 Organize your workforce with the revamped Admin Panel

Hello everybody,

Today's post is all about the revamped Admin Panel—a major update to help you organize your company's structure in Cliq.

In this revamp, we have kept the existing features of the old admin panel (just aligned them a bit different now), and brought in some cool features. Let's take a look at them.


Bring in your company's structure into Cliq

All your employees will have specific roles at workplace. Be it the department they belong to, their designation in that department or the various teams they work in, it is important that they are easily discoverable for a quick chat or group collaboration.
In the revamped admin panel, the above attributes i.e. department, teams, and designation can be configured for all your users and is searchable by everyone in your company.



Users are the prime of your Cliq organization. Under Users menu, you can invite new employees to join your org and deactivate employees who are not in your company.

Once you add users in your org, they must be assigned under the relevant Department. A department is basically the divisions in your company, i.e. Finance, HR, Sales, Marketing, ... In order to assign users, you must first create departments under the Departments menu. By default, a department will exist with your org name.

After creating departments and allocating employees under it, next in line is teams. A team is the project the user is working on. Employees can work on multiple projects in parallel and hence can belong to multiple teams. Under Teams menu, create new teams and assign the respective users to that team.
Team channels are created based on these teams, ensuring best collaboration within the team members.
Example: A global marketing manager can be part of the Europe Marketing and US Marketing teams and work closely with users of both the teams.

Now your employees are in the organization, classified under their respective department and belonging to various teams. Last in line to complete their profile is designation. Each employee will be having a designation for them like Marketing Strategist, Android Developer, QA Technical Engineer and so on...
Bring in those designations into Cliq by creating them under Designations menu.



Secure your organization using Policies

Security Policies: This is where you define how secure your employees can access Cliq. To configure security go to Zoho Directory -> Security Policies. With the wide array of departments and roles in your organization, you can even custom set your security policies for groups of employees.

Organization Policies: The good old organization policies exist, 5 in number now. These policies define and set the rules for interaction with external users, and also how your employees can discover and join Cliq.
Under Permissions -> Policies just enable/disable a policy to configure it for your organization.



A few previous features from the old admin panel like user's account activity and Active Dircetory can be found under Zoho Directory.

Define roles and set permissions

Roles: All employees will not get access to all resources. Say a designer will get access to the best design software whereas employees in other roles might not have the same permission or need. 
You can now apply the same role settings in Cliq as well, centered around access to Cliq resources.

Example: The employees in Business Development team will have to meet and talk with various people outside your organization, and hence you can create a separate role for them and enable External Channel's features for their role. After doing this, click on other roles and disable External Channels access for them, thus limiting access to External Channels only to a set group of employees.



Tailor Cliq to suit your organization

Modules: Modules are the core features of Cliq that you can turn on and off depending on your business needs.   The modules once disabled, will be removed entirely from Cliq for all your users. 
Example: A financial company wants to restrict their employees from connecting external apps with Cliq to maintain security and privacy. The company's admin can disable the Integrations module, thereby effectively controlling external apps installation and functioning in Cliq.

Themes: Here you can define a common color theme for all your employees. Pick the color that best suits your brand and customize Cliq your way.
On setting a common theme, the Themes menu will disappear from under Settings for all your employees.

Brand Assets: Reflect your brand name in left sidebar in place of 'Cliq' and set your company logo as the browser favicon.

Custom Domain: Last but not least, configure your own domain to access Cliq and obtain SSL certification from us at no cost to you!



And this brings us to the end of this post. Do make use of the above new features and configurations, and let us know if you like them. We are constantly working on enhancing our additions and so your valuable suggestions and requests are always welcome.



Help Link

Check out our admin help center that holds detailed answers on Roles, Teams, Departments, Custom Domain, ... - Cliq Admin Help Center

You can also check out my previous post #1 in the Cliq 2019 update series. The post is all about the new improved privacy, wherein you can know and control the data that's being accessed from you when you make use of commands, bots and other 3rd party applications in Cliq. You can read the post here. 

Princy





    • Sticky Posts

    • What's new in Zoho Cliq - Our 2020 updates

      Hi Everyone!  We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end. Remote Work - Set up your office workspace with Cliq We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space

    • Cliq works in Hindi across all interfaces

      We're thrilled to announce that Cliq has added Hindi to the list of supported languages. Read on to know how you can localize Cliq with just a few clicks! Cliq Web & Desktop App  Tap on your display picture to open the user panel Click on My Zoho Account to land on your account set up view and click on My Profile Info In the Language field, search and select हिंदी   Save your preference!  Cliq Android  Go to Settings, then Language and input, and switch to हिंदी . Now, Cliq will adapt to the language

    • Simplify and Centralize your workflows with Forms

      Hello Everyone, We're thrilled to kickstart this new year with a feature release! Forms in Cliq - just got bigger and better. Forms allow you to work with multiple pieces of information at one go! Creating a survey, assigning a task in your project management software, raising a request with your IT team, or anything else that requires you to perform a multistep task, across single or multiple applications— Forms can do it all. A quick rundown of the uniquely powerful features of Forms Dynamic -

    • Farewell, Zoho Chat! Welcome, Zoho Cliq!

      Hello all,   As the heading says, Zoho Chat is now Zoho Cliq with power packed features that will keep you hooked. Cliq is designed to provide you with topnotch collaborative services that will keep you connected at all times.  Let me list a few features outlining it's functions:  Audio & Video calls: The calls are available in 1-1 Chats. Get connected instantly with your contacts and colleagues from anywhere.  Commands and Bots: You can now create Commands and Bots to integrate your internal tools

      • Recent Topics

      • Tip of the Week - Spot Risky Sales with Conditional Formatting

        In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

      • How do I duplicate / copy a campaign

        I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

      • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

        We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

      • Creator Change History: Ways to improve

        Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

      • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

        Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

      • add employees and customiz

        I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

      • Inactive User Auto Response

        We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

      • Zoho People Attendance Module - Split Shifts

        Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

      • Zoho One subscription

        we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

      • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

        In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

      • Dashboard

        I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

      • Can i connect 2 instagram accounts to 1 brand?

        Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

      • Zoho Forms - Improved Sub-Forms

        Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

      • What's New in Zoho Billing | Q3 2025

        Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

      • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

        How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

      • WhatsApp Business Calling API

        Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

      • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

        Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

      • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

        Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

      • Connecting two modules - phone number

        Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

      • Zoho Marketing Automation 2.0 - Landing Page function not working

        Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

      • Unable to use Sign "You have entereed some invalid characters"

        Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Messages not displayed from personal LinkedIn profile

        Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

      • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

        I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

      • Onboard new users easily with native screen recording in Zoho Projects Plus

        Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

      • Request to Add Support for PDF Templates and More Flexibility in Email Editor

        Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

      • Can you stop Custom View Cadences from un-enrolling leads?

        I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

      • Zoho Desk Android and iOS app update: Agent detail overview

        Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

      • Blog Widget: Show recent blog posts on my homepage

        Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

      • How to iterate through excel data using zoho rpa

        I wanted to iterate or loop through excel data ( datatable). How can i do that

      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

      • Mass (Pull back) (Close WOs) (Close APs)

        Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass

      • Customising Zohidesk portal default widgets

        Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them

      • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

        when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.

      • Seamless multilingual messaging and tone control in Zia IM Composer

        Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages

      • Advanced Deluge help needed with custom function and COQL limits

        I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit

      • Tip of the Week - Conditional Formatting Chart

        Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to

      • Zoho Learn - AI Translate

        Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

      • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

      • Introducing auto-upgrade in Zoho LandingPage

        Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss

      • Next Page