Exploring the Admin Panel

Exploring the Admin Panel

Hello again, everyone!
This one's for all the organization admins out there!
What's the fun of being the admin of your organization if you don't have any powers to use?
The admin panel is where it all lies, and it can be accessed only by y'all. So, what powers do I have, you wonder? Let's break it down.
 
The admin panel can be found by clicking on the profile picture on the top of your Cliq page. You can manage your organization as well as all your users from here. 
 
Dissecting the Admin Panel
Now that you've gone straight to the source, let's dive into dissecting the admin panel, shall we?
In general, the admin panel is made up of 5 categories, namely:
  • General
  • Organization
  • Permissions
  • Customisation
  • Integration


General
Under this menu, you can add:
 
1. Users
Under the Users tab is where you can find the list of all members of your organization. From the users tab, you can:
  • Add a new user
  • Edit their details
  • Manage their email address
  • Reset their password
  • Review their login sessions
  • Mark them as inactive
  • Delete a user
How cool is that, right? All users added will gain access to the Cliq instance of your organization and chat with anyone in your organization. In addition, they get access to all public channels.
 
2. Teams
Teams are generally a group of people working together for a common goal, be it a product or a project. Most of the times, employees from different departments like Development, Sales, Marketing all work together in teams on different products, like Zylcal, Zylgear.
 
3. Departments
A department is an entity an employee is associated with in an organization. A team however, is formed by people belonging to different departments having different designations when they have to work together for any type of project. An employee can be a part of only one department as defined by the roll but can contribute to multiple teams.





4. Designations
Designation defines the duty of an employee in an organisation. Bring the same to Cliq, your virtual office by assigning designations to your employees like Senior Software Engineer, Regional Sales Manager, etc. You can also assign designations from the 'Users' tab. 
Check out:  Designations

Organization

1. Company Info 
You can update your organization profile here! The company info, as the name suggests, is where the information of the organization is found. Invites sent out to external users or members of your own organization will carry the basic info that you update here making sure everyone can identify your company.
 
2. Zoho Directory
Zoho Directory is the one stop place to for all Admin activities of your entire Zoho account where you can manage Security Policies, Active Directory, App Usage and track Login.
 
3. Licensing
The details of your subscription to Zoho Cliq will be mentioned here. 




Permissions

1. Roles 
So you have a bunch of managers in your organization and you want them to have certain powers and control over the organization on Cliq. The "Roles" tab on Cliq enables you to do just that! What type of powers, you ask? You can give the power to your managers to be able to create or delete a command, or to be able to add or remove participants in a channel. You can edit all of this over here in the Admin Panel. A little more insight on "Roles" will be given in the forthcoming posts!
Learn more:  What are Roles?



2. Policies
Every organization has a set of policies and Cliq is no exception. There are a set of 5 policies on Cliq that you can enable or disable for your members, like being able to auto-join your organization or being able to create Organization Channels without approval and more.
Learn more:  What are Policies?




Customization
Everyone has their own tastes and preferences, and for an organization head, building yours to entirely your tastes would be just what it needs to give it a personal edge. You can customize:
 
1. Modules:
Tailor Cliq to your organization's needs by customizing the way your members can access and use modules such as starred messages, reminders, etc. 
 
2. Themes and Assets
Customize the look of your organization on Cliq by trying out all our skins and by inserting your company logo to make your members feel at home!
 
3. Custom Domain:
Get Cliq to reflect your brand's name by customizing your domain which can be done from the Admin Panel  in a few easy steps. 

4. Emailers: 
You can configure a custom email address for notification mails that get sent from Cliq to your organization users. Having custom email ID's makes it easier to trust emails sent from Cliq as your employees can now see it as emails sent from their organization.
 
5. User Fields:
You can customize and edit the user fields which contains the details of a particular user and control what shows up when you view a member's profile.




Integration
Got your entire organization hooked onto Office 365 and don't really want to have a separate sign up procedure for Cliq? Not to worry because with this integration, you can login using the same credentials and manage all your applications with a single login! Try it out now!

 
 
So, there you have it! The admin panel successfully dissected. Let us know in the comments below how you liked sprucing up the look of your organization!

Cheers,
Divya V
Zoho Cliq
 











      • Sticky Posts

      • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

        With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
      • New in Zoho Chat: Threaded conversation at its finest best

        Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
      • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

        Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
      • What's new in Zoho Cliq - June 2020 updates

        Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
      • 4 Things You Should Do Once You Get Started with Cliq

        Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

        • Recent Topics

        • Feature Request: Reviews

          Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.
        • Can we handle a support like (incident management) project in Zoho Projects?

          Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we
        • Trying to show the actual Terms & Conditions on PDF

          Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.
        • Installing EMAIL Setup in New Domain

          Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
        • Enhancements to Zoho Meeting Annotator

          Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations
        • Zoho Social/Marketing Plus - Addition to "Monitor" function

          It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.
        • Zoho forms - > Zoho desk multiple agents

          Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be
        • Almacenamiento

          Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
        • Zoho Invoice Now Supports VeriFactu for Businesses in Spain

          Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
        • Will I Get a Refund If I Downgrade Zoho Mail?

          Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?
        • Infinite loop of account verification

          Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
        • Zoho Billing Now Supports VeriFactu for Businesses in Spain

          Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
        • Introducing the revamped What's New page

          Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
        • Name autocomplete

          Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"
        • How do i follow up my email campaign in-thread

          Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".
        • Announcing new features in Trident for Mac (1.29.0)

          Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are
        • Books is extremely slow again today !

          Everything is running slowly even with 500mb connection speed
        • Cyclic dependencies in many-to-many relationships...

          I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,
        • Zoho API to create ticket

          I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have
        • Automate Timesheet Approvals with Multi-level Approval Rules

          Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to
        • Labels Part 2

           Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created.  This one should be easy. Thanks, Drew
        • Building Toppings #1 - Serving your needs with Bigin Toppings

          Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock
        • Can we create Sprint with tasks from Multiple projects?

          Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline
        • Tip of the Week #74– Create automated workflows in MS Power Automate

          Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft
        • Account validation

          Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.
        • Paste issues in ZOHO crm notes

          Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....
        • Is it possible to add a gradient color to a newsletter im designing?

          From where i sit it looks like you can only choose a single color but not combine 2 colors?
        • New Feature: Audit Log in Zoho Bookings

          Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
        • Account disabled

          I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__
        • Blocked Email

          We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from
        • message var is empty in bot mention handler

          Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
        • Remembrance Day to Remember – Recalling Values

          The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November
        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
        • How to display two measures (sales and price) divided by categories on one line chart

          Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
        • Introducing the locking option for CRM records

          Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
        • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

          Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
        • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

          The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing
        • BMI formula

          I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts
        • Next Page