Organization Visibility

Article Summary

Share feedback

Thanks for sharing your feedback!

The Organization (Client/Department) visibility setting of a company determine which users can see that organization.

What are the Types of Organization Visibility

There are 3 types of visibility settings to choose from:

Public: The Organization (Client/Department) and its details are visible to everyone.
Private: The Organization (Client/Department) is visible to everyone on the Organization overview page, but all its details (jobs, summary, notes, attachments, guests, history,...) are only accessible to its team members and administrators.
Confidential: The Organization (Client/Department) is only visible to team members of that Organization and administrators.

Info

To modify the default visibility setting of newly created organizations, please follow these intructions.

If you have admin access or currently hold ownership of an Organization, you can easily change its visibility setting:

First, you will need to be on an Organization's (Client's/Department's) page. In this example, we can see the visibility level of the Organization (Client/Department) is Public.
Click on the three-dots at the top left of the screen below your profile photo.
In the dropdown menu, click on "Edit Visibility".
Select the new visibility level and click "Save".

Was this article helpful?

Table of contents