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

        • Say Hello to Telephony in Zoho FSM

          Zoho FSM now brings complete telephony support so your team can manage inbound and outbound calls without switching tabs. Faster responses, smarter routing, and total call visibility—all in one place. Choose the telephony setup that works for you Zoho’s

        • E-Invoicing in Belgium with Zoho Inventory

          Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing Works

        • Employee ID is not correct in get records api V2 for leave

          Hi Team, We are facing an issue when calling the Get Records API V2. The employee.id returned in the response is not the actual employee record ID in Zoho People. As a result, our integration is forced to make an additional Get Record API call for every

        • Formatting Mailing Labels

          I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random

        • Zoho People. Updating TabularData

          I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

        • Canvas View - Print

          What is the best way to accomplish a print to PDF of the canvas view? Latest update (27th November 2025): We are excited to announce that the Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn

        • New to automation - please help

          Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

        • Zia Conversation Summary: Context at a glance for every customer interaction

          Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was

        • How to set a fixed width of column/cells

          Is there a way to set a 'fixed' width for cells in zoho sheet?   I know how to adjust the size of the colums.... but after I past a large block of text into a cell, it expands the cell size again. (yes, I have turned off word wrap)   How can I set a fixed width so the cells don't change size each time I add data to a cell?   Thanks.

        • Workdrive Oauth2 Token Isn't Refreshing

          I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

        • Single Portal for Multiple Apps

          Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

        • 【開催報告】 大阪 ユーザー交流会 2025/11/20（木）Zoho CRM Plus 活用のアイデアとデータの“見える化”

          皆さま、こんにちは。コミュニティチームの中野です。 11/20（木）に、大阪 ユーザー交流会を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)に開催予定の東京回の開催報告で共有いたします） 今年2回目の開催となる大阪 ユーザー交流会では、株式会社KDDIウェブコミュニケーションズ 山田さんによる Zoho CRM Plus の事例セッションのほか、「Zoho

        • Every rating counts: Shaping customer experience

          We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,

        • Paging through API results. a major gap in your documentation.

          There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

        • How to remove duplicate contacts

        • Custom Field for Subscription

          Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

        • Custom View and Custom Fields on Zoho Books

          Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.

        • Dropdown data depends on filters in another field.

          In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like

        • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

          Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company

        • Collections Management: #7 Common Mistakes during Payment Collection

          Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.

        • Rename Record Summary PDF in SendMail task

          So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

        • Recruit API search

          Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

        • Text/SMS With Zoho Desk

          Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

        • Custom Field in Zoho Projects pulling into Analytics

          We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

        • Marketer's Space - Holiday season email marketing tips you should know

          Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can

        • Zia Competitor Alerts made easy with Zia's suggestions

          Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that

        • Add Custom Field Inside Parts Section

          How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

        • Zoho CRM Community Digest October 2025 | Part 2

          Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:

        • Understanding Zoho Contracts

          Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage

        • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

          When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's

        • Domain restriction for User Management actions in Zoho One

          Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

        • Zoho Mail iOS app update: Signature

          Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • Copy paste from word document deletes random spaces

          Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • Approval Button in Subform

          Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's

        • Setting checkbox value on template in Sign from Creator

          Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

        • Zoho Projects - Unread Comment Icon

          Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

        • Zoho Projects - Update Feed via API

          Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

        • Automated log-out/session end

          I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

        • Next Page