Cliq Channels - Permissions

Cliq Channels - Permissions

Hello All,

As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel.
In more simple words it is the power that one wields in a channel to perform certain actions.

You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are:
  1. Edit Channel info: Permission to edit the Channel title and description
    This info will be displayed in Channel Preview, which will help when users search for a channel to join and also when the channel is tagged.
    Quick read: You can #tag channels. To know more click here.
  2. Add participants: Permission to add a participant
    In team channels, only the team members can be added.
    Hint: Add participants by typing (+)(user name) in the text box.
  3. Remove Participants: Permission to remove a participant 
    Do take note that a super admin can remove anyone, an admin can remove moderator & members, a moderator can remove members and finally members can remove other fellow members. The Roles play an important part in all decisions.
    Hint: Remove participants by typing (-)(user name) in the text box. You can check out here for more info on adding and removing participants.
  4. Clear all messages: Permission to clear the messages
    Clearing the messages will delete the entire chat transcript from Cliq. There will be no trace of any data that was shared in the channel. Hence, take care of to whom you give this privilege.
  5. Archive Channel: Permission to archive the channel when needed
    You create an org channel #Annual party to plan and execute your company's annual party held in summer of every year. After the party is over, you no longer need that channel until next year. So you can archive it and unarchive again (Click on + of Channels and type the channel name in the search bar) when need arises. Archiving does not delete the chat transcript. All the data will be retained.  
  6. Delete Channel: Permission to delete a Channel
    Deleting a channel will remove it permanently from Cliq. The data is not recoverable. Maintain caution as to whom you give this privilege to.
  7. Send messages: Permission to send messages
    Well, now this sounds interesting! Sending messages is an integral part of any channel. Read on to know how this action can be used effectively.
  8. Mention users: Permission to @mention users
    In any channel, users can @mention others so that the message is not missed. @mentions will be delivered even when the user has muted the channel. 


I'm sure you would have got a good idea of Permissions by now. Just one more final action to be detailed. Yes, you got it right! It's the 'Send messages' action. Sending messages is an integral part of any channel, but how will including this action under Permissions be used effectively?
Consider this scenario: The HR in your company wants to keep everyone updated on new policies, events, recruitment drives, etc... So now the HR is looking for a way to put forth all this to everyone as announcements. This can be done easily through Permissions. All that the HR should do is, create an Org Channel #HR announcements and then disable 'Send Messages' action under Permissions. The 'Mention users' action will also be disabled by default. Now, only the HR can send messages preventing other users from spamming the channel.

To know more about Channels and its features, check out the Help doc here. If still you have queries, then feel free to comment.
Now it's time to go ahead, create channels, add members, assign roles and check out permissions!!!


Regards
Princy Priya
Cliq


      • 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

        • Can Zoho Flows repeat Actions more than once?

          I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

        • Video interviews not compatible on mobile

          Hi Zoho,  The 2-way video interview feature you have added to Recruit would be great if the candidate was able to use the link to the video on a mobile phone, it doesn't work on Samsung browser, it doesn't work on chrome/firefox mobile version of browser,

        • Converting Sales Order to Purchase Order

          Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

        • What is the difference between Zoho Campaigns and marketing hub?

          Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

        • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

          I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

        • Zoho Desk View Open Tickets and Open Shared Tickets

          Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

        • Future Orders - Due Date

          Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

        • Sorting Descending in a lookup

          I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

        • Unable to sort as Descending order

          Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

        • Change of Blog Author

          Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

        • Consultant-Only Booking Page

          Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

        • Zoho Desk API - Influence which layout is used

          Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

        • Ticket Status email

          Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

        • Has CSS Changed for Common Elements?

          I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the

        • Text field alignment

          Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?

        • email moderation issue when email is sent in the name of a mail group

          Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended

        • Pipeline in Custom Modules

          I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

        • Duplicate customers being created in Desk

          Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

        • Turn off Knowlege Base Follow options and Follower lists

          Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

        • Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

          Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.

        • Record history and ticket interaction tab in contacts and accounts

          Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,

        • issue with deluge script

          i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

        • Is there an API to "File a Ticket" in Desk

          Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

        • Keyboard UX for Assemblies

          The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

          Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

        • Why can't I see images uploaded by other users in the Library for Campaigns

          We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

        • zoho sheet stuck

          I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

        • Tip of the Week #78 – Cut response time with multichannel shared inboxes

          If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies

        • Need a way to run a client script longet than 10 seconds

          By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

        • FSM - Associating and selecting Contacts based on Service Addresses

          Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

        • FSM Improvement Idea - Show an Import button when there is no data

          I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

        • Unable to Send Different Email Templates for Different Documents in Zoho Sign

          Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

        • Timeline Tracking Support for records updates via module import and bulk write api

          Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

        • How to change position button transtition of Blueprint?

          Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

        • UI Improvement - Ability to Collapse Flow

          The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

        • Tasks Statuses

          Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

        • Next Page