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

        • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

          Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

        • cannot recieve or send emails

          we are not recieving or cannot send emails.Shows sysytem error

        • Zoho Sites - contact us form

          I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

        • switching from POP3 to IMAPI do I need to change settings in Web email?

          hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

        • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

          My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

        • Collections Management: #5 Convenience on Offer, using Self-Checkout

          "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

        • Uploading a signed template from Sign to Creator

          Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

        • PROBLEMA

          Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?

        • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

          Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

        • How to update custom multi-user field in Zoho Projects?

          I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

        • Tip of the Week #75– Manage your social media messages from a single shared inbox.

          Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

        • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

          The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

        • Zoho Analytics & Zoho Creator - Modified Time value

          I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is

        • Zoho CRM - Option to create Follow-Up Task

          When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

        • Portal For Different Apps

          I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place

        • Calls undetected

          Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.

        • Unable to Select Authenticated Domain as Sender

          We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?

        • Forever FREE Business Email with Zoho Mail

          Forever FREE Business Email with Zoho Mail: is it available?

        • Zoho Projects - Project Details on the Project Menu

          Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.

        • Introducing WhatsApp integration in Bigin

          Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

        • 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

        • Zoho Projects - Show Task List as dropdown field on Task records

          Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose

        • Changing the Default Search Criteria for Finding Duplicates

          Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

        • My followed tickets extension is not working under the All departments view

          Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

        • Ticket Time Entry to Timesheet

          The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!

        • Calls undetected.

          The call is not showing on the call log.

        • Calls undetected

          Zoho is not reading calls made.

        • Multi-currency and Products

          One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?

        • Missing information data Zoho inventory

          there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

        • Calendar Events Issues

          Not able to view scheduled events on my calendar

        • Extensions 101 webinar series: Build, integrate, and monetize with extensions

          Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

        • Custom Related List Inside Zoho Books

          Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

        • Where are recordings stored?

          I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks

        • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

          Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses

        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

        • IMAP error message in Zoho mail

          I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?

        • Enhancements to Zoho Map integration tasks

          Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

        • IMAP stopped working today

          Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not

        • Next Page