01
Your Dashboard
The first thing you'll see when you log in is your dashboard. Right from the home page, Cliquify asks what you'd like to do today.
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Quick Actions
Your quick action options include generating a content strategy,
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Access Content Management Dashboard
creating content, collecting videos, and — coming soon — curating campaigns.
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Quick Suggestions
You'll also have quick access to key tools: QR codes, sharing content, recording or requesting videos, managing users, analytics, managing assets, settings, and uploads.
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Browse Guides and Resources
From the home page you can also access guides and resources
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Add New Guides
— and add new guides directly from here.
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View Enterprise Templates
Scrolling down, you'll see a snapshot of recently created templates in both active and draft status
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Open FAQ and Help Section
You'll also find key metrics and FAQs in your dashboard
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Search
There's also a search bar on the home page so you can quickly find anything you need.
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Left Navigation
Next we'll look at the left navigation bar. Here you'll find everything you need to run the platform: Home, Analytics, Cleo AI, Content Planner, Templates, Video Voices, Your Activity, Brand Kit, Library, and User Management.
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Roles Permissions and groups
Let's start with User Management.
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Assigning Roles
Cliquify has four user roles:
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Review User Roles and Permissions
Admin, User, Creator, and Approver. If you need more detail on what each role can do, there's a built-in roles and permissions guide available right from this screen.
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Open User Invitation Options
From User Management, you can invite new users individually or in bulk through a file upload. No need to add people one at a time.
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Navigate to Groups Section
You can also manage your groups from this same screen. Groups let you control permissions, template access and approval settings at scale — rather than managing each user individually.
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Manage User Groups
Click "Add new Group" to create a group based on location, business unit or a custom group that works for your enterprise.
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Access Approvals Settings
Click "Approvals" to set up and customize campaign approval workflows for your templates and groups.
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Configure Campaign Approval Workflow
When approvals are turned on, every new post that is not linked to a specific group will require approvals before being published. For approvals specific to groups, refer to the Group Level Approval Flow settings.
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Assigning Users to a Group
Assigning a user to a group is as simple as navigating to user management, clicking a dropdown and selecting the groups you'd like them to be part of.
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Brand Kit
Next, let's move to the Brand Kit.
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Open Brand Kit Settings
This is where you define what on-brand looks like for your entire organization.
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Manage Logos
From the Brand Kit, you can upload logos,
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Add Brand Colors
set brand colors
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Upload Brand Fonts
upload your font files
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Upload Brand Audio
upload any brand audio
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Upload Brand Elements
or brand design elements.
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Brand Controls
Brand controls allow you to limit access to only brand assets for brand consistency.
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Create New Brand Voice
You can upload EVP documents to help control brand voice
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Organize Custom Tags
Here you can create custom tags and subtags to keep your templates and content organized.
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Manage Meta Data
Control how your URLs are displayed around the web and on social media with Meta Data Settings.
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Generate Brand QR Codes
You can generate and manage custom QR codes.
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GA Tracking
integrate Google Analytics for monitoring campaign performance.
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User Privacy
Our User Privacy feature lets you create consent forms, track sessions, and manage data subject records in one place — and can be toggled on or off based on your organization's needs.
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Select Theme Option
You can also choose a theme or visual style for your workspace based on your brand kit.
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Back Home
That's the foundation of a well-configured Cliquify account.
You've explored your dashboard, set up your roles and groups, and built out your Brand Kit. Explore these features to enhance your content workflow and brand consistency. Note that your dashboard may look slightly different depending on your organization's onboarding and setup configuration. Visit our Knowledge base at help.cliquify.me for additional support.