> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Controlling visibility — pages, sections, actions, messages & guidelines

Not every piece of a room is meant for every participant. Internal notes, sensitive tasks, side-channel chats with one stakeholder — Katalyz gives you separate controls for each kind of element. This article covers all of them in one place.

| Element | Control | Who sees it |
|---|---|---|
| **Pages & sections** | Hide / Show | Org members always; buyers only when shown |
| **Actions** (steps, tasks, subtasks) | Everyone / Restricted | Org members always; participants per your restriction |
| **Messages** (comments) | Default / Mentioned-only | Everyone who can see the host, unless restricted to @mentions |
| **Guidelines** on actions | Always hidden to non-org | Org members only |

---

## Pages & sections

Both **pages** (top-level) and **sections** (inside a page) have their own independent hide toggle. Hidden content is invisible to Viewers and Buyers.

### Hide a page
Two ways:
- **From the Navigation tab** — hover the page in the tree → three-dot menu → **Hide**.
- **From the page header** — at the top of the open page, use the visibility toggle directly to hide it.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-18123_1w71brb.png =347xauto)

The whole page (and all its sections) becomes invisible to buyers.

### Hide a section
From the **Navigation tab** in the left sidebar, hover the section under its parent page → three-dot menu → **Hide**.

Only that specific section is hidden. The parent page and other sections remain visible.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-18141_yg4l4.png =375xauto)

### Seeing hidden pages & sections as an editor
- **Hidden pages** — still visible to editors (edit mode is the default), with a dedicated "hidden" icon in the page header so you know at a glance it won't be shown to buyers. Also visible in the **Navigation tab** (the nav tree) when **Show hidden items** is toggled on.
- **Hidden sections** — visible in the **Navigation tab** only when **Show hidden items** is toggled on.
- In the nav tree, hidden pages and sections appear **greyed out** so you can tell at a glance what's visible to buyers and what isn't.

### Show again
Same menu → **Show** to toggle visibility back on.

### When to use
- **Hide a whole page** for internal prep, sales playbook, or drafts you're still building.
- **Hide a single section** for team-only notes inside a buyer-facing page, stage-specific content (e.g. post-signature), or phased reveal.

---

## Actions (steps, tasks, subtasks)

Actions have their own visibility setting. Instead of hide/show, actions control **who** can see them.

By default, an action is accessible to **everyone** in the room — indicated by a **blue globe icon** labelled **"Everyone"** (or "Accessible to everyone") next to it.

### Restrict an action
1. Click the **globe icon** on the action.
2. A dropdown opens with visibility options.
3. Restrict to a specific **team** or even specific **participants**.

Once restricted, the icon switches to a **purple lock icon** labelled **"Restricted"** — an at-a-glance signal that the action isn't visible to the whole room.

Only the selected people (plus org members, who always see everything) will see the action.

### When to use
Use action visibility when you want to keep the **shared action plan** intact for everyone but limit a specific item:
- **Internal actions** inside an otherwise shared action plan (e.g. your own team's prep task sitting next to buyer-facing steps)
- **Sensitive content** — pricing details, legal review, procurement approval — where only specific participants should see the task

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-18154_l67iak.png =938xauto)

---

## Messages (comments)

Comments default to visible to everyone who can see the page/section/action they live on. You can narrow a specific comment to **only the people you mention**.

### Restrict a comment to mentioned people
1. Start drafting a comment.
2. **@mention** one or more users (`@name`).
3. A checkbox appears in the comment input — **"Visible only to mentioned people"**.
4. Check it and post.

Once checked:
- Only the **mentioned users** (plus org members) get the email notification.
- Only they can see the comment in the room.
- Everyone else sees nothing on that widget/action.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-18165_tozsgr.png =687xauto)

### When to use
Side-bar discussions with a specific stakeholder — e.g. asking the buyer's legal contact a private question inside an otherwise open room.

---

## Guidelines on actions (org-only callouts)

Inside an **action details sidepanel**, editors can add **Guidelines** — a callout-style note that is **never** visible to buyers or any non-org member, no toggle required.

### Add a guideline
1. Open the action details sidepanel.
2. Click the **bulb icon** in the sidepanel header.
3. Write your guideline (context, talking points, internal notes).

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-18182_lvc6w8.png =468xauto)

### When to use
Internal-only notes tied to a specific action — think of them as a permanently-hidden callout that travels with the action (objection handling, talking points, reminders for the rep).

---

## Best practice: use liberally

A well-used room is one where you actively manage what each participant sees. Hidden pages, restricted actions, mentioned-only comments, and guidelines are your working surface; visible content is the buyer's story.

## Related articles
- [Adding and reordering pages and sections](https://katalyz.crisp.help/en/article/adding-and-reordering-pages-and-sections-1jg01wj/)
- [Sharing your first room](https://katalyz.crisp.help/en/article/sharing-your-first-room-2ov7gj/)
