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

        • Custom CSS in Zoho Form

          Hi, Please let me know, how we can add custom css in Zoho Form.  Thanks

        • Zoho Recruit

          Getting this issue

        • Missing Email

          We recently started using ZohoMail we migrated our users from google workspaces. The migration process seemed to have gone smoothly however not all emails are showing in the inbox folder. For example: If I sort the inbox folder from old to new. (Oldest

        • Client Script Quality of Life Improvements #1

          Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform

        • Account blocked after accessing via VPN

          All my accounts are blocked after using a VPN. I have submitted multiple support tickets without response. It’s critical that my email be restored asap Can you please provide a way to unblock my accounts

        • Exchange Rate Updates

          Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

        • Courses without signup

          Can I create "real" public courses where no signup is needed?

        • Espace Sandbox – Votre environnement de test sécurisé dans Zoho Projects

          Zoho Projects propose un sandbox sécurisé pour tester des configurations, des personnalisations et des modifications sans compromettre les données en production. Note : Disponible avec le plan Enterprise le plus récent basé sur les utilisateurs (y compris

        • Descargas en learn

          Buenos dias, yo en mis cursos para no tener que cargar los archivos que utilizare en las lecciones decidi utilizar la opcion de bloques para añadir un enlace de mi workdrive con el video que deseo para que sea todo mas organizado, pero hay un problema.

        • Mail delivery

          I initially had a problem sending any outgoing mail and was able to fix it on my own, given Zoho support never got back to me. However, despite being able to send emails now, none of my mail to different Gmail addresses are arriving, and they are not

        • Mermaid Support & Zoho Learn

          Hi Zoho Team, I’m currently working with Zoho Learn and was wondering if there’s any way to add support for Mermaid syntax to create flowcharts, sequence diagrams, and other visual elements within articles or lessons. Mermaid is widely used in technical

        • Blocked due to VPN

          Hi My account outgoing mails and IMAP access have been blocked due to using a vpn being interpreted as suspicious logins. I’ve tried to mail support but not sure if this is also blocked. This is extremely frustrating as I’m using a vpn because I’m travelling

        • reset admin access.

          I am a user under the domain @lanutraceuticals.com. I do not have admin access. Kindly let me know the administrator contact or help me reset admin access.”

        • Unsubscripation booked domin

          Kindly Un subscription booked domain

        • How to change Super Admin

          Good Day, Can someone kindly guide me on how to change the super Administrator. I have tried many times but could not succeed.

        • Events disappearing in Calendar

          To reproduce the bug: 1.- Add a new event in Calendar 2.- Type any name for the Event 3.- Click "Create" 4.- The event appears 5.- Click on the event to open it 6.- Optional: Edit the event 7.- Click OK 8.- After two seconds, the event disappears Now, click on another day and then come back to the inserted event's day. The event appears.

        • Mail transfer to a contact with multiple accounts

          Hi, Since we can only associate one email for a Contact across Zoho, would it be a problem if we want to merge our mailbox in the future? For example, Mr. Jones is the main POC for 5 accounts, once we merge our mail where would the messages go-- is it

        • @mention not working in Mail

          Am I missing something? When trying to forward a message there is a hint you could do this also by "@mention" at the end of the message. When typing (for example) "@s.." there should appear addresses from my contacts, shouldn´t it? But nothing happens! So what can I do? Best regards and thanks for any help in advance! JH P.S.: Sorry for my bad English.

        • Enable Zia-Powered Deluge Assistance and AI Agent Without Mandatory OpenAI Integration

          Hi Zoho Creator Team, Hope you're doing well. We’d like to request a feature enhancement related to Zia's AI capabilities in Zoho Creator, particularly regarding Deluge Assistance and the AI Agent. Currently, as shown in your documentation (Generate Deluge

        • Zoho Sign community meetup series - India

          Hello everyone! Zoho Sign is a comprehensive digital signature application tailor-made for Indian businesses with unique features like Aadhaar eSign, eStamping, USB/PFX signing. We are now excited to announce our first meetup series for Zoho Sign in India,

        • List of packaged components and if they are upgradable

          Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

        • Product Updates in Zoho Workplace applications | June 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly

        • Assign multiple vendors to the same product

          Guys, My business often purchase the same product from several vendors (based on price and availability). Is it possible to assign more than one vendor to the same product? I saw this same question in this forum, from some time ago. Is this feature available or, at least, in Zoho's roadmap? If not, is there any trick to solve my problem? Without this feature, I simply cannot manage my company's inventory, limiting very much the use of Zoho CRM. Waiting for your reply. Leonardo Kuba Sao Paulo / Brazil

        • Is there as way to shut off the invitation when you set up a new user?

          Is there as way to shut off the invitation when you set up a new user?  I would like to get all my users in the system, my org structure set up and tested, etc, BEFORE I invite the users.  I did not see a way to shut of the automatic invitation email.  The only way to get around it is to set up the users with no Email ID.  However, when you do that - you get into the problem of not being able to update a user's Email ID (which makes NO sense whatsoever).  If I set up a user with an incorrect email

        • Manage Engine login issue

          App not available The app you're trying to access isn't yet available in the in data center region, where your account is present. To use ManageEngine, you can sign up for a new account in another data center region. Learn How Go to Zoho accounts Please

        • Zoho Creator - users "Name" Column

          Hi, When you add user to an application inside Zoho Creator, the system generate an account name for it. We don't have the  ability to change this name. According to Zoho creator Support (Case:11523656) : "The values displayed under 'Name' column of 'Users & permissions' section, is actually the respective account's username and not the actual name specified on the account. Usernames are system designated based on the account email address and cannot be modified from your end." We need to have the

        • Zoho Assist Unattended - devices disappearing

          Hello, I've recently introduced a new model of laptops into our environment (Lenovo Legion). We are experiencing an issue where only the latest installed agent - laptop is visible in Assist. This issue does not appear with our Dell inventory. Example:

        • Searchable email tab in Bigin

          Hi team, Could I please request a feature update, to be able to search emails within the email tab of Bigin. We have large correspondence with some agents and it would be very helpful if we are able to search from this section:

        • The silent force behind great customer service

          Customer service is known to be a demanding role. Customer service agents are expected to bring empathy, clarity, and human connection to every voice call, chat, and remote session, even if the situation requires some time for customers facing stressful,

        • New From Email in Zoho Desk

          Dear ZohoSupport, We are trying to establish a new From Address in Zoho Desk but we are facing difficulties. When trying to use the smtp.office365.com SMTP Server, after clicking the Save and Verify button, the Authentication Failed error pops up although,

        • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

          Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

        • Aggregate SalesIQ Knowledge Base Interactions into Zoho Desk Knowledge Base Dashboard

          Hello Zoho Desk Team, We hope you're doing well. We’d like to request a feature enhancement related to the Zoho Desk Knowledge Base dashboard and its integration with Zoho SalesIQ. 🎯 Current Limitation When customers interact with knowledge base articles

        • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

          Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

        • Admin Visibility and Control Over Group Chats in Zoho Cliq

          Hello Zoho Cliq Team, We hope you're doing well. While we appreciate the current capabilities in Zoho Cliq — including the ability to restrict who can create group chats and configure user permissions — we would like to request several enhancements to

        • Update Regarding Zoho Finance Applications' Domains For API Users

          Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

        • Ability for Agents to Initiate Voice Calls With Site Visitors Without Active Chat Session

          Dear Zoho SalesIQ Team, Greetings, We would like to request a feature enhancement related to the voice call functionality in Zoho SalesIQ. Current Limitation: At the moment, voice calls can only be initiated by agents after a chat session has been started

        • Add new Card

          How do you add a new credit card to a contact with Zoho API as can be done on web.  I am not able to find way to do this with Books API, CRM API or Subscriptions API.  This is an issue for our company as we do migration from a different system.  I can add card to a subscription through Subscriptions API, but some of our customers may not have a subscription, but only invoices set up in Zoho Books.  Is there any way in Zoho API to add new credit card to contact/customer?

        • Benchmark for Using Mail Merge in Service Order Scopes

          Hello, I was wondering if Zoho CRM has a benchmark or best practices for utilizing Mail Merge in service order scopes. Specifically, I'm looking for guidance on how to effectively integrate this feature for creating and managing service orders, especially

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

        • Why don't we have better integration with Mercado Pago or Pagseguro?

          Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

        • Next Page