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

        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

        • File attachments not working - web version

          Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

        • API - Barebones Data for Send Doc For Signiture

          I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

        • Revenue Management: #2 How to compute revenue?

          In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

        • External lookup in CRM (as in Books)

          Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

        • "Undo Send" Feature

          Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

        • Better Notes Commenting

          Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

        • Zoho Sites

          Does anyone have experience building Zoho sites or know how I can find someone who does?

        • Zoho Crm Lagging

          Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

        • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

          There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

        • Recommendation

          I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

        • CRM - Site/Location

          Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

        • An unknown error occurred. Please contact support

          Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

        • How to Streamline Pick & Ship

          Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

        • How to add, delete or rename the "payment method" drop down?

          When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

        • Smarter data gathering with Query component in Wizards

          Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

        • Introducing teamspaces and team modules in Zoho CRM mobile app

          Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

        • Client Script - change page and/or section background colours

          Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

        • Zoho SalesIQのチャットボット、ブロックのコピー機能

          Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

        • Questions About Zoho Commerce Member Portal

          Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

        • Cancel and refund

          Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

        • Online Payment Fees

          We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

        • Error occured. please try again!!!

          I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

        • "Send email as" not work

          Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

        • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

          **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

        • Backorder For Composite Items

          Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

        • Paid Support

          We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

        • Where is the desktop app for Zoho Projects???

          As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

        • Automatically CC supervisor

          Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

        • Zoho One - White Label

          Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

        • Are this Features included in the Road Map

          1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

        • Reconciliation - Show Transactions After End Date

          I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

        • Auto populate email field in zoho form

          Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

        • Option to accept and pay for estimate from Public Estimate link?

          Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

        • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

          Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

        • Easily track referrals with Zoho Forms

          Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

        • Add an email to an existing ticket is not working

          I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

        • New CRM to Campaigns Sync Doesn't Continue Making Updates

          Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

        • Zoho Integration with UPS

          I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

        • Next Page