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

        • Cant't update custom field when custom field is external lookup in Zoho Books

          Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

        • Set connection link name from variable in invokeurl

          Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

        • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

          We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

        • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

          I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

        • Timeline Tracker

          Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

        • Primary / Other Billing Contacts

          If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

        • Is it possible to enforce a single default task for all users in a Zoho Projects ?

          In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

        • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

          Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning

        • 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

        • Module Customisation - Lookup function not available

          Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.

        • zoho click, and nord VPN

          Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

        • Zoho Calender

          a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?

        • Matching ZOHO Payments in Banking

          Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

        • New Enhancements to Zoho CRM and Zoho Creator Integration

          Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

        • Work Type - Limitation

          Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.

        • Locked out of MFA due to changing phones

          I have been locked out of my Zoho Books account since i changed my mobile phone over. I can get the OTP through the ZOHO Books software but i cant confirm using my phone app as nothing appears to authorise. I need to know how to register/set up my new

        • Emails sent through Bigin are not posting in IMAP Sent folder

          I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

        • Turning the page for Zoho SalesIQ: 2025 to 2026

          As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making

        • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

          We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

        • Zoho Cliq not working on airplanes

          Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

        • Create an Eye-Catching Announcement Widget for Your Help Center

          Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

        • Customer Management: #6 Common Mistakes in Customer Handling

          Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

        • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

          Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

        • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

          Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

        • Zoho Desk Android app update: Norwegian language support

          Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

        • Payment Vouchers

          Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

        • When I click on PDF/PRINT it makes the invoice half size

          When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

        • Search by contain letter in a column

          Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

        • Can add a colum to the left of the item in Zoho Books?

          I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

        • AI Bot and Advanced Automation for WhatsApp

          Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

        • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

          Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

        • How to disable the edit option in subform

          How to disable the edit option in subform

        • Move record from one custom module to another custom module

          Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

        • Notes Not Saving

          Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

        • Prefill form with CRM/Campaigns

          I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

        • Triggering a campaign automation from a Form

          I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

        • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

          In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

        • Formula fields

          Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

        • Zobot operator information

          I am working on a zobot that calls a plug to send data to our API. I want the response data from that API to be shown only to the operator and not the customer. I have tried writing this data out to the visitorCity field but nothing gets updated on the

        • 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

        • Next Page