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

        • Are downloadable product available in Zoho Commerce

          Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

        • Need Faster Help? Try Live Chat Support

          Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

        • Custom image for each contact using merge tag

          Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy

        • Comment Reactions like a Thumbs Up

          Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely

        • Zoho Mail Search Engine Sucks

          Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any

        • Allow Subtasks and Task Lists to have their own Layout

          I'd like to have the ability for subtasks and task lists to have their own layout.  A subtask for us doesn't require all the fields that a parent task has.  The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes.  I'd like the task layout to be different for some task lists.

        • How to update Customers in Zoho Books through Zoho Flow?

          Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.

        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?

        • How to transfer credit between customers?

          Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would

        • Zoho Books Reports: Basic report with total items sold and Cost of goods sold

          How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing

        • The amount entered is more than the balance due for the selected bills."

          Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and

        • VBA handling named ranges

          In VBA I'm able to work with a single cell named range. E.g. Set Jr = Range ("Year").Value. Also other options are working fine, like Range("Year").Address shows $L$3. However a named range refering to multiple cells is not working for me. Eg. tbl_Test

        • Kaizen #176 - Optimizing the Use of Record ID Variables in Zoho CRM Queries

          Hello everyone! Welcome to another week of Kaizen! Since the release of Queries, we have covered Handling Query Variables in Zoho CRM, Serialization and Schema Management, and Leveraging the 'crmAPIResponse' object in Queries in previous posts. Today,

        • Unbilled Items Report?

          Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

        • Consolidation of Multi currency

          Would like to discuss on the possibility of consolidating the ZOHO companies

        • Landed Cost Allocation / Custom Duty manual data entry

          My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming

        • Territories Just Don't Work

          I have been on chat and screenshare support for the past 3 days and am getting no resolution so hopefully, someone here can help me. I am the Super Admin of my organization. We publish books globally. I want to break down the books into territories so

        • Negative Opening Balance

          How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention

        • Single-Line Invoicing from Sales Order Despite Multiple SKUs Shipped

          We deal mostly with Government Tenders And Lets say we got a tender that needs 125 XYZ Laptops Then we found 95 Laptops with a different SKUs and 30 Laptops with different SKUs We talk with the IT department of the government company and they approve

        • 📣📣 Zoho Bookings Schedulathon 2025 is here!

          Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from

        • I want to send out a new newsletter each month

          Without rebuilding a whole journey is there a way to create a new newsletter that is sent to an existing journey monthly?

        • Reinstalling Workdrive Truesync client

          Hi, I attempted to update to the beta version of TrueSync, but it was unstable and kept crashing, so I need to revert to the stable version. How do I properly reinstall TrueSync on a Windows PC? I couldn't install the 3.15.x version directly over the

        • Evaluating Creator; yesterday fine; today connection times out

          Yesterday I spent hours creating a new app, and it worked fine. Today I cannot access creator.zoho.com. Is this common? I'm in the evaluation mode, but I'm thinking I'm going to keep looking. It worked from my home computer, and now I'm checking it from my work computer. My work computer always works just fine, so I shouldn't htink there would be special settings or anything. If there are, how to find out what they could be? Using Chrome on Windows XP The error I get is: The webpage at https://creator.zoho.com

        • Pivot Chart seems to show "old" data - how do I make it update?

          I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains

        • Upcoming Changes to LinkedIn Parsing in Resume Extractor

          Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

        • Is there a way to map complex product variants from Magento into Zoho CRM without losing SKU-level details?

          Hi everyone, I’m working on a Magento-based store that uses highly detailed product variants, and I’m struggling to map them into Zoho CRM without losing SKU-level details. The problem is that variants often collapse into single entries, which affects

        • how to create view in leads module to that will show all leads + converted leads?

          is it possible to make custom view that combine all leads + converted leads? how to do that

        • Deal Stage component/widget/whatever it is... event

          Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

        • Reply and react to comments

          Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

        • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

          Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping

        • Avalara Sales Tax integration - AVATAX

          Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow

        • Invalid value passed for description

          Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636

        • Zoho Creator - 2024 Release Projection 1

          Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse

        • Automation Assistance for Zoho Form Integration and Workflow

          Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho

        • COQL does not return queryable value if the result set is empty

          See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context

        • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

          先月からZoho CRMを試験的に導入して運用しています。 商談の管理（運用？）の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか？ アドバイスいただけるととてもありがたいです。 よろしくお願いします。

        • Composite Items & Purchase Orders

          The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a

        • using custom function is it possible to update the created by field in Zoho Crm custom module

          using custom function is it possible to update the created by field in Zoho Crm custom module

        • Slow Sloww Slowwww Responses

          Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out

        • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

          When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different

        • Next Page